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CobraGlobal
CobraGlobal
On QQQ vs. S&P debate. Growth vs. Value. 1/ The surge in cyclicals and recovery plays feels eerily familiar, similar to what we saw last year with WFH stocks. 2/
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Catriona Riddell
CatrionaRiddel1
As we debate the merits of strategic planning part of #PlanningReform we need to make sure we understand what SP is how it can be effective. (1) Planning at a
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Ophir Gottlieb
OphirGottlieb
1/$FSLY Reviewed the quarter. Wow.75% of all data will be created and processed at the edge by 2022 per IDC-* 62% Revenue Growth* 137% DBNER* Adj EBITDA: First positive quarter
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Michael Pettis
michaelxpettis
1/4In my opinion the idea that India's future growth depends on whether or not it joins RCEP or other trade agreements is mostly ideological nonsense. Smaller countries can perhaps advance
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Kate Tudor
OT_KateT
I have an unsettled feeling about this picture, which I can't pin down.I think it is do to with this being an actual, life threatening illness to many people, and
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Francisco mercado
franciscocapde8
thread1-2008 broke the trendline, this means that money supply increase faster and higher than gdp can grow. You can also see brown line entering in a down patern with lower
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Sankar Santhanaraman
sankar_tm
One thing is very clear looking at all the data coming up for COVID19. Your number of tests needs to increase and your CPR (Case Positivity Ratio) needs to go
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Peter Todd
peterktodd
Thread on shocking exponential growth, yet still fails to understand exponential growth.If your small interventions fail to stop growth, ~everyone is infected anyway. Then your small intervention has a small
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The Pete Tracker đ
PeteTracker
Twitter follower net gains and losses of all candidate accounts and their campaign accounts (candidates without campaign accounts were not included).Data from @SocialBlade. These hills and valleys do not show
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Shreyas Doshi
shreyas
2 approaches for professional growth:A) Goal-driven: What do I need to learn to immediately solve this concrete problem?B) Interest-driven: What can I learn about this domain that I donât already
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The Data Guy
DataGuyRedux
We have started flattening and reducing. This is a big moment. Not across India, but, in certain sections definitly.I'm posting Mumbai , Indore, Chennai charts to show that part of
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Algy Hall
AlgyHall
1/ As an explanation for the performance of value vs growth, interest rates may be a red herring (subject of my @IChronicle Ideas Farm column this wk). What does this
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Kristina Shen
kshenster
0 / I wrote an article about how SaaS companies should focus on efficient growth in uncertain times, based on analysis from the last economic crisis in 2008. While they're
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MichaelSimon
buyingvol
Conversations I have with the buyside + sellside on $ADYEN often starts with âlove the business but the valuation is crazyâ. That is lazy. @mjmauboussin has a great saying along
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churumuri
churumuri
Not for her below-par leadership of three ministries; not for wrecking the âIndia Storyâ much before the pandemic; not for destroying Indiaâs federal structure through GST, could âdidiâ end up
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â¨Doreenâ¨
DoreenGLM
People donât know what to do, when you donât care what they think about you. I recommend building a realistic solid idea of yourself, that way, it is very difficult
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