#Infra

I come across operating/capital leases way too often. And its not only retail. Some telcos have huge exposure to IRUs in case they dont own the infra, but wholesale from
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When I was asked to publish my trading journey, I thought that maybe my story could inspire many. And therefore, I have narrated my story in the form of 13
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1/ Reading with interest the always informative @ericsson Quarterly Mobility Report. I encourage people to read the whole thing but here are 10 highlights with some additional commentary from me.
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$SE Shopee + its path to profitability a thread Shopee headline EBITDA losses (between $250m and $310m in each of the past several Qs) at a business
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one of my favorite things about having a blog is occasionally sifting through all the interesting pieces that link back to mine. @shaunabram breaks down a bunch of the skills
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THREAD ALERTRecently,Delhi govt was exposed on its Oxygen mismanagement HERE https://twitter.com/Shehzad_Ind/status/1391269844964691969?s=20It had no answers on why it opposed O2 Audit – https://timesofindia.indiatimes.com/india/delhi-gov
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******What not to buy *******Don’t buy psu stocks - Govt does charity, not for profitsDon’t buy low PE stocks - Market give low PE for some reason (cyclical, CG, low
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THREAD: some thoughts while I stay indoors on AA comments about pausing #HS2 and the wider rail use outlook post-#coronavirus https://www.bbc.co.uk/news/science-environment-52137968 In rail, traditional 9 to 5 commute value season
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I started at AMD in 2001, so I have some experience with this.Time for a trip down memory row/column/bank.https://medium.com/the-innovation/the-rise-of-amd-69c46148c8fa Goddamn it Stacy True. This was before my time but I’ve
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Story of Kotak Mahindra BankA thread ...How it all beganHow it survived the Asian Financial CrisisHow it built its CASA bookTiming the market cyclesConverting challenges to opportunities How Uday Kotak
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We've gotten a lot of responses after calling out that sock account last night. Those who have been following us know this has been an ongoing issue for many people
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[THREAD: #COVID19PH Epi Surveiallnce]A lot of people have asked very valid questions as to why the DOH national case counts take a while to update vs the LGU or even
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I've followed Palantir for over 7 years, ever since my time w/ Mu Sigma, and the S-1 document makes for interesting reading. (1/n). Palantir makes it very clear that they
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Est ce que c'est pas les règles les plus pathétiques qui puissent exister ?(THREAD)Stationnement gênant : Alors qu'on est en manque chronique d'infra pour se garer à vélo, on interdit
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If we look closely at India China border, India border with Tibet extend from HP, Uttarakhand to AP, its the biggest (95%)Current crisis at Galwan bordering Aksai Chin is in
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Don’t be afraid to learn new things and follow your interests/curiosity, and always know when it’s time to leave. 10 years ago I was a Windows/Exchange admin at a small
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