#Understand

Return on Capital

CapitalTalk2

1/ Quick thread on intrinsic value...How should we define intrinsic value? The academic view is the following: It is the discounted value of the cash that can be taken out

James Ho

jamesjho_

Thoughts on common misconceptions about “value” vs “growth” investing.Learnings from letters over the years by Buffett, Oaktree, and Third Point - and my own investing career.Thread below 1/ Many

Josh Greenberg

1JoshGreenberg

THREADON THE DEFICIENCIES OF CURRENT RESISTANCE STRATEGYOur country is on a collision course. We face a crisis of unparalleled proportion, with the looming threat of an authoritarian takeover that is

Emma Llanso

ellanso

Lots to unpack in the Facebook @OversightBoard decisions today: the OB is throwing some elbows to define its own role & scope, context is crucial in all of these decisions,

Steve Schmidt

SteveSchmidtSES

.@GOPLeader These are hollow words from the most cynical of men. I knew Kevin McCarthy well once or thought I did. Kevin McCarthy demands accommodation for antisemitism and her poisonous

George Monbiot

GeorgeMonbiot

I understand the arguments for keeping schools open. But why are we pretending that the measures required to make them safe have been taken?That school staff won't die?That outbreaks in

Lauren Masks Are Goode

LaurenGoode

CES is all-virtual this year, kicking off this morning with 5am PT press conferences, and it is already weird, feels out-of-step with what is going on in the world, and

EastEndWomen'sMuseum

EEWomensMuseum

A SHORT THREAD CONCERNING STATUES:There are more statues of goats than of Black women in the UK. (1/7) Now, we love goats. But have they contributed as much to this

PDX Disabled Comrade Collective

PDXAccessible

Hi. Alt-text discourse is back again, it never goes away, really. I just took a shower and I am full of shower thoughts.So, prepare to be lambasted with my thoughts

Venkatesh Rao

vgr

The conclusion to draw from 4 years of post-truth is that the crackpots are occasionally right, people with axes to grind overstate the ‘occasionally’ into ‘almost always’ and people who

Flying_Rodent

flying_rodent

Okay, so this one is a straight up masterpiece, and it may help to understand that the author has a book about the Joy Of Centrism, and is also the

Matthew Baxter

MatRobertBaxter

1/ Remember, if a US athlete does anything other than hand-over-heart on the podium in Tokyo, they will be criticized. America loves symbolism, which is what concerns me most about

🍌//emmett helen//

EmmettHelenArt

#SCADAtlanta, we need to talk about campus mental health.- 1/2 - - 2/2 - These problems are not unique to this campus, or even the school as a whole. But

Foundation for Uyghur Freedom

Uyghur_Freedom

On 30/12/2020 the EU signed an Investment Treaty with China. Despite the EU’s focus towards human rights this appeared to be a backwards step as it allows European manufactures to

Convexity Cowboy

ConvexityCowboy

Instead of simply sharing my personal equity portfolio, I'm going to roast the shit out of each of my names. Time for a $BRK.B A couple of old farts

Ram Bhupatiraju

RamBhupatiraju

Long thread about Trends, Innovators, Valuations, Volatility and the mindset needed for great long-term returns. 1. Few 10 Baggers in SaaS/E-Commerce/Payments land since Feb 2016 (weak time for the overall

By continuing to use the site, you are consenting to the use of cookies as explained in our Cookie Policy to improve your experience.