#Pricing

Karsten Capion

KarstenCapion

Much discussion on #solar PV expansion has taken place since the @IEA published their #WEO19 last week. My thoughts on the topic and idea for a framework for discussing the

Sandeep Vaheesan

sandeepvaheesan

1. Inspired by the New Yorker's damning portrait of WeWork and American capitalism today, a thread on how law unavoidably shapes business strategy, for better or for worse 2.

Jennifer Roberts

JRoVegas

Interesting to see a lot of discussion about offshore sportsbooks and the media attention given to these businesses. I’ll start by saying that the challenge with the legal regulated market

Nick Haschka

NickHaschka

Going to do a little SMB acquisition deal analysis in public. Based on searcher exchange ... Would love other thoughts... Searcher: I came across a nice landscaping business, had

Obligation Value

ObligationValue

1) Thread: The biggest blind spot of the Democratic Party. Even amongst the anti-monopoly segment of the party, most Democrats don’t seem to understand the significance of the monopoly problem.

Jorge Ortiz

JorgeO

My usual opinions:- the Efficient Markets Hypothesis is bunk- r/WallStreetBets and Robinhood day traders are risk-insane, irrational, etcHOWEVER, I think:- GME stock is priced efficiently.- the crowd-sourced short squeeze of

Bram Kanstein

bramk

In my course @nocodemvp, I work with my personal definition of the term "Minimum Viable Product" (MVP).Here's an extensive thread explaining all possible MVP formats (code / no-code doesn't matter

Mark Brown

MarkOneinFour

I'm going to let you into a secret. I really, really like shopping. The toppling of high street stores and chains over the last couple of years terrifies me. All

Bridie Verity Davies

BDaviesGeo

Ok so here's a thread of tips for making your #vVMSG2021 talk #accessible, most of these will help everyone understand what you are presenting so YAY Please add your own

Mark Cuban

mcuban

Lets talk $GME shorts vs De-Fi. When someone shorts a stock that is already heavily shorted, they have to pay a fee to borrow that stock. In the case of

Andrew M. Kuhn

FocusedCompound

We've been talking a lot about Gross Profits and moving up the income statement lately. Let's talk about growth What is the best kind of growth? Some ability to

Andreas Hansen

GrowthStockInv1

1) Airbnb - Understanding the investment case $ABNB Airbnb is an online marketplace which lets people rent out their properties or spare rooms to guests.Thread > 2) Airbnb takes care

Dan McMurtrie

SuperMugatu

The market is probably correctly pricing virus re closures as forcing expanded UI, more fiscal support etc. SPX will correct to 2600-2900 if it has to force Congress. Base valuations

SandeepParekh

SandeepParekh

I think we have taken every single cliche about hedge funds and applied it to the current saga. Only problem, the facts don’t fit the narrative. At all. a) Short

Chamath Palihapitiya

chamath

Some people scratch their heads when they see valuations of stocks justified by 2024E or 2025E numbers. Their instinctive reaction is to be dismissive but that’s lazy thinking.Here’s a secret

luis carruthers

orthereaboot

$tsla 10Q review threadPesos, definition changes, & things that should have been previously mentioned oh my:As always the thread is not in order of import/materiality1/ Start with highlights from CF

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