#Competitors

Investing Panda

investing_panda

Value investors love $GOOG: 1) screens reasonable w/ growth; 2) moat of search w/ munger/Russo blessing 3) SOTP w/ Waymo & GCP upside Risk: can't commercialize any new product (@arstechnica

Margot Bloomstein

mbloomstein

Today in trust and vulnerability as a strength: the automotive edition! General Motors recently delivered a “master class in disclosure and transparency.” In an industry not known for being forthcoming,

Peter Kang

peterkang34

1/ Did a thought experiment last weekend: what if, in addition to paying for 1 year of software service fees for @barrelny, we took that same amount and bought stock

Helen

scrumpyh3

Apparently the IOC are debating the rules on inclusion of transgender and intersex athletes. AFAIK they have not asked for public engagement. Nevertheless this is a copy of my e-mail

Justin Mendoza, MPH

JustinDMendoza

Yesterday, activists got @moderna_tx to commit to making sure that their vaccine will be available to Americans "at not cost." This is a win for many, but I have some

Secret Capital

SecretCapital_

Brief thoughts on Monster Beverage, one of the most successful stocks of all time, which has rewarded shareholders with a 61,738% return since going public in 1985, or 20.2% CAGR.$MNST

Surya Kanegaonkar

suryakane

Over-financialization lead to the dotcom bubble, GFC and the great unwind now. While debt-fueled booms support growth, they disincentivize optimal allocation of resources within a nation’s borders, leave little time

Sparta Trades

SpartacusCrypto

1/8 Welcome to my second #FreeAlphaFriday! Today I’ll be sharing some thoughts on Nervos Network’s $CKB. In order to understand why I’m so bullish on this project, you first have

Chris Herd

chris_herd

2020 is the year remote work explodesA few predictions based on conversations I’ve had with 500+ companies [ a thread ] Prisoners Dilema: Not going remote

Nafnlaus

enn_nafnlaus

A quick thread for the #ButNorway! bears: Let's just check your acceptance of a few basic facts here.1) You do realize that Tesla's global sales have consistently grown corresponding to

Andrew J. Hawkins 🚇🚌🚲🛴

andyjayhawk

This is a big deal.For the first time, Waymo is publishing data from its self-driving program in Phoenix. Mileage, crash stats, new information about its simulation program. This is likely

H&H

handhagency

Every year during the month of June, the LGBTQ+ community and its allies come together to celebrate and speak up about relevant issues. And this year marks the 50th anniversary

Ian Gray

IanGrayLive

Just finished up a deep dive on $DDOGNever had looked at it much before the past couple weeks, but I have to say that I am intrigued by the business.

Bobby Sells 🌧

howtotalkmoney

Cold calls, like all sales activities, should offer value to the prospect upfront, no strings attached. Most cold call openers go like this: "Hi CEO, this is Al Neverclose from

Beamfox 🐾

TryBeamfox

Six points to keep in mind while #Onboarding a developer for your #startup ... A thread ... Cut down all the buzz words -> The "passionate/world-class/awesome/ninja/guru/..." Good clarity on

Luv 📝

luv1oh1

Running a business page on a social media platforms can be a pain, especially when you are a #startup and can't hire a dedicated resource to keep your profiles updated.I