#OPEX

Project funding & governance is completely ass-backward in product development world.It usually leads to:- Feast and famine, shock-loading - Poor visibility of actual spend.- Poor visibility of contention for the

Have had brokers wondering why my offer prices are down so much vs. pre-crisis.After all, rents are only down, say, 15%.So their intuition is that my offer prices should be

1/15An interesting metric to track is EBIT conversion. EBIT conversion = EBIT margins / gross margins Here's why it's interesting and how you can use it to assess business quality...[THREAD]

I have become $SU decimated guidance. How much must $SU's insurance be, I am pretty sure they self insured for a few years but am not sure if they do

No matter how you turn this, these rates are insane. Still these stocks are not loved - yet. As an example, $DHT has a breakeven of

Erik Townsend 🛢️

1/THREAD: EXACTLY *WHO* GOT SQUEEZED YESTERDAY?Goldman says it was retail futs accounts that got caught long and wrong yesterday, causing the epic -$40 print on $CL_K. I call bullshit. This

The first thing I’m doing when I become the president is to privatize Nigerian Universities. We will move the funding to student loan and scholarships. Government may fund research &

$RUN misses Q120 MW deployed, withdraws annual guidance, announces a ~30% reduction in OpEx, & guides to a BS cash burn of only $30M/qtr on a 50% decline in MWs

1- Le 2e régiment du matériel (2e Rmat) est engagé dans l’opération #Résilience. Un régiment que j’ai suivi l’an dernier sur l’opération #Barkhane. Fil ! @ouestfrance35 @defense_ouest @Berrezai @PhChapleau @OpexNews

1/ Hims & Hers the latest to show how explosive the revenue growth can be in consumer healthcare. 2018: $27M2019: $83M2020E: $138MWhile improving GMs from 29% to 71%. 2/ Going

His Brineness, Size Lord Pickle Rick the Fifth

KingPickleRick1

PickleRick stream of conscious of why @elonmusk is off his rocker this weekend. Liquidity, accounting games, and more.1. $TSLA real cash balance available for use like $1.5-2.5 billion2. Suspended operations

Since sekarang kita masih dalam fasa PKP (dan mungkin akan berlaku lagi), aku nak tekankan kepentingan CASHFLOW dalam business.Yes! Cash is king!Ramai yang cash inflow cantik tp cash outflow barai.

A consistent theme when analyzing #COVID19's impact on Enterprise IT is that:- Cloud spend will take off- Budget impact might be smaller than predicted- AI/ML might be at risk if

One to consider for #gold bulls.. The aggregate market cap of ALL listed #uranium co's equates to ~30% of Barrick Gold's market cap (!). Gives an idea of the small

How can we get the pessimistic price forecasts from the bears (tanker shares should be at 0). I'm going to value $EURN in a few different ways so we can

$PINS product searches up 20x YOY Engagement with shopping purchase grew 200% over the past year. Management mentioned on platform transactions coming by the end of year They did mention