#Opex

Cem Karsan 🥐

jam_croissant

1/x Alright. Time to spin the wheel....I probably sound like a broken record at this point, but vanna/charm flows are at their peak this week into 10/12. If you haven’t

Max M. Marin

MaxMMarin

On a press tour of Philadelphia’s ballot processing equipment in a 125,000-square-foot, heavily guarded warehouse in the city’s Convention Center. This is step 1: the sorting machine, where mail ballots

Wido K Witecka

KWitecka

The EU steel industry is at the crossroads: by 2030 ~50% of blast furnaces will reach their end-of-life. Which EU countries are affected by 2030? Do we have a plan

Mostly Borrowed Ideas

borrowed_ideas

1/ Thread on $AONAON is primarily an insurance broker which is, admittedly, not an exciting business. However, every single company in this "boring" industry has handily outperformed $SPY in almost

Mike Azar

AzarsTweets

How much tax revenue could the Govt of Lebanon generate from future oil & gas activities?I’ve modeled out one scenario assuming ~17 tcf of gas, which is enough to support

Sean Casten

SeanCasten

Well, I promised to do one of these a week. And my mother raised me never to lie to Twitter. Or something like that.Today's energy nerd thread: Green Jobs. What's

Ming Zhao

FabiusMercurius

12 Ways to Spot a Lying CFOcollaboration w/ @goodalexander Stocks move on earnings, so execs will manipulate earnings. How can u spot their accounting gimmicks ahead of time?Here’s a rundown

Cem Karsan 🥐

jam_croissant

1/x Today was an important test for the Market. As I pointed out at the recent top, it has had every reason to go down: it was overbought, poor seasonality,

Walnut Ave Value

walnutavevalue

$DS Checking on how things are going with their new venues. Wait times are good indicator of popularity since TopGolf locations have 1 hour wait times typically"There is definitely a

Jess Gartner (she/her)

jessgartner

More to come on this, but if you have any authority over state education funding, now would be an excellent time to abandon ADA (Average Daily Attendance) forever. LAUSD is

Adithya Venkatesan

adadithya

"Oh, I wanted to ask this... What is @CRED_club's business model?"Every second conversation I've had with people in the last 6 months. So, I spoke to a bunch of folks.

Heikki Keskiväli

hkeskiva

1/As someone who likes profits, been asking myself, if I had invested in attractive high-growth companies in their early years e.g.-Amazon-or Netflix?In this thread, we learn one way to value

Parziale

Imparziale4

My largest position, Leatt Corp $LEAT, has launched their 2021-product lines for- MX (https://www.youtube.com/watch?v=R6x6_Cb71PY)- MTB (https://www.youtube.com/watch?v=xnRHIZz1WtE)Here's a short thread on why I am long Leatt (1/14) Dr.

Mostly Borrowed Ideas

borrowed_ideas

1/ $FB 1Q'21 UpdateI have been told “nobody uses Facebook”. Last quarter, 1.88 Bn “nobody” used Facebook daily.Lots of interesting data points and snippets on this call. Here are my

huntingforvalue

hfvalue

1. $ROKU (Connected TV hardware & software provider)Problem: Connected TV software is clunky with weak advertising capabilitiesSolution: Roku OS creates an all-in-on platform for streaming that serves the consumer, advertiser,

Julia Morrongiello

JuliaMorrongiel

I've spent the last few months thinking about monetization of B2B marketplaces. Here are a few quick thoughts based on @rigup's trajectory, amongst others B2B service marketplaces tend to