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Martin Bruteig
aksjefokus
[Thread] David Dreman's "Contrarian Investment Rules" Rule 1:Do not use market-timing or technical analysis. These techniques can only cost you money. Rule 2: Respect the difficulty of working
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Wall St. Dropout
WallSt_Dropout
1/n I'm trying to challenge my historical bias on valuationIn a digital-first economy, barriers to entry are low, but barriers to scale are high. Scale =Terminal value The Q: How
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Payton Chung ☃️
paytonchung
Quick explainer on how freestanding chain stores proliferate:https://twitter.com/ambrown/status/1344133862260002817 Freestanding chain stores are catnip for "net lease" landlords, investors* who want a boring, zero-work asset to a
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Montana Skeptic
montana_skeptic
1/ Well, count @PrincessDeixa among the $tsla fraud enablers. Disgraceful. Let's detail some of the ways.https://twitter.com/FenceTesla/status/1303668385088143360 2/ "Tesla is hiring for 30 different positions."How many has Te
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Matteo Maggiori
m_maggiori
A return to the gold standard is a terrible idea. Why would one want as a monetary policy objective to stabilize the price of a useless metal? As opposed to
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Nat Bullard
NatBullard
The price of lithium-ion storage batteries is down almost 90% in 10 years. We are in the age of the battery, and today's prices, volumes, and applications are just the
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Matty
DCLBlogger
NFT Trading Alpha'sOne of the most lucrative spaces in #crypto right now.Let's explore 1/ 2/ Calculate Hype.Understand the below graph.Which phase of the project life cycle below are you entering
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Stacey
ScotsFyre
Unsurprisingly some people can’t hold two thoughts in their head at the same time. It is not “whatqboutism” to point out media hypocrisy on civil unrest & riots. It is
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Willem Middelkoop
wmiddelkoop
In June I started a series of (TBR)tweets named #TheBigResetSynopsis Today I will share the core of #TBRchapter1 – The History ofMoney The previous tweets can be found herehttps://twitter.com/wmiddelkoop/status/1275897799486377985 There
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Arram Sabeti
arram
Lack of housing in liberal coastal cities is a major reason America isn't more liberal.Research shows:1. People who live in these cities become more liberal2. They're the hardest places to
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Frontline Llama
valley_llama
Surgeon general's warning: tanker content could be hazardous to your wealth.$DHTInteresting conference call.Paraphrasing:16/27 ships on time charter, fading the market (bearish).Said they cannot do more TCs in a spot business
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Banks
BanksResearcher
Here are the full details on #PPEGATE https://www.youtube.com/watch?v=14Ygl2DiUdQ&feature=youtu.be However, there are 2 other instances where we can see a financial motive for spreading this pandemic. The first is in regards
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Justin Jackson
mijustin
New SaaS entrepreneurs:Don't discount the opportunity to go into an established category and offer more value (for less cost) than the incumbents."Lower price for more value" is a great competitive
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Jamin Ball
jaminball
My biggest takeaway from Q3 cloud earnings? We REALLY saw cloud businesses ACCELEERATE. Since Covid began we heard anecdotal data of "digital transformations accelerating." But the data was never there.
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Condorito
Arquitect3
Threat 1/ : One of the characteristics that differentiate good investors from bad investors is the ability to identify OPTIONALITY in companies and their discipline to either get it for
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Dan Rose
DanRose999
I learned an important lesson in business when I launched a new retail category early in my career at Amazon: Fail Fast! I spent 18 months shipping a product that
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