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Annanth Aravinthan
ProtagorasTO
1/ Something that keeps me excited about $UBER is it’s global operations. One of the secret sauces to scaling up Uber Eats so quickly was that we had small teams
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Christian Reshoeft
reshoftc
$SHOP $SQ $TWTR going fully remote, and $FB $GOOG iterating towards a more remote workforce is going to change the landscape significantly. In the long term, this movement is going
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Mostly Borrowed Ideas
borrowed_ideas
MEGA THREAD: $AMZNJust in March, $AMZN has outperformed the index by ~15%. Here's AMZN's historical return:5-yr CAGR +37%10-yr CAGR +30%20-yr CAGR +18%From IPO +36%I will discuss the whole business, why
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AdjustedEarnings
AdjEarnings
I dislike long tweets but can't how to make this shorter. I posted a version of this back in Aug19, so has nothing to do with the Munger interview. I'm
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S⭐️E⭐️A⭐️N
SeanCordicon
This is HUGE! #Qanon #WWG1WGA https://twitter.com/realdonaldtrump/status/1253697625573990400 Think US ATT install.…………….Game theory.If you look you can see.Q #Qanon https://theintercept.com/2018/06/25/att-internet-nsa-spy-hubs/ @SnowdenWe are going L
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An0n661
An0n661
Hypothetically speaking...What if 15+2 is right about the Vatican being corrupt? Would that explain the Pope’s hatred of Trump? What if 16+1 is right about [GS] and his
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Brian Feroldi
BrianFeroldi
When I started "investing" in 2004 I had no idea what I was doingI couldn't tell you ANYTHING about a balance sheet, income statement, management...nothing!To prove just how bad I
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From Growth To Value
FromValue
10 reasons I'm still so excited about $TTD for the long term, a thread. 1. Jeff Green, founder and CEO of $TTD is one of the clearest speakers among all
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Scothur Investments, LLC
ScothurInvest
Our current Bull vs Bear debate thread on current market conditions below: #ES_F #NQ_F $SPY $QQQ $AAPL $AMZN $FB $MSFT $GOOG $TSLA Bull: 1) The Federal Reserve will not go
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Beth Kindig
Beth_Kindig
The market has priced $ZM for only one path: web conferencing. Yet $ZM is more than 2 years into developing products and services that broaden its use beyond web conferencing
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sebidscap
sebidscap
Sony - $SNE:$13bn gaming revenue from Digital Software & Network services alone, up ~38% yoy. ~50% ROIC.36.4mn PlayStationPlus Subs.$2.1bn music streaming revenue.Bought back stock last year for the 1st time
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Barry Ritholtz
ritholtz
Frustrated investors have been utterly confused by the surprise 42% rally while the nation remains in the throes of a pandemic that shows no signs of abatingI hope I can
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Ahmad Jivraj
mrjivraj
Why did I buy $PINS?Pinterest is the leader in online serendipitous discovery and planning, an emerging behavior. Pinterest is a complement to Google. Let me explainhttps://playingfordoubles.substack.com/p/why-i-bought-pinterest-stock Googl
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Jeff Weniger
JeffWeniger
Oh, Wall Street. You’re making the same mistake as in 2016. When the Street won’t even entertain an outcome that you think is possible – or probable – there’s your
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Mostly Borrowed Ideas
borrowed_ideas
1/ Thread: $ETSY 3Q’2020 updateA month ago, I published a deep dive on $ETSY. At that time, I hoped ETSY will make a complete mockery of my reverse DCF, and
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Travis Kimmel
coloradotravis
Big Bad Bear Porn™ -- a thread full of charts I drew some lines on. The thing to note is the similarity of the breakdown in ~6mo trends that appears
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