#Revenues

Brad Setser

Brad_Setser

A blog on a delicate issue: should the U.S. enter into new free trade agreements with centers of corporate tax avoidance ...https://www.cfr.org/blog/could-trade-agreements-help-limit-tax-competition I don't think there is any real doubt

James Ho

jamesjho_

1/ Having followed PayPal for 5 years as a public investor - such an underrated example of biz transformation.IPO at $40B in 2015, today worth $300B+Just had their fastest growth

milenna⁷ 🧈

taesoothe

Then you realize @BTS_twt got where they are now with NAVER - the biggest search engine of , far bigger even than Google - blocking articles about them from the

Mostly Borrowed Ideas

borrowed_ideas

1/ Thread: Mr. Market is NOT a charityI usually joke with my friends that there are 3 topics that are interesting but have an extremely low barrier to entry to

Tay

TaylorQuant

NOVACYT AGM 2020 HANGOVER THREADBombshells everywhere.Strap in once again, we've a lot to cover.#NCYT #ALNOV #NVYTF #AVCT #SKIN #SNG #N4P #ODX #GDR #SYME #BOO #DDDD #HEMO 1. Novacyt lands once

Lewis Goodall

lewis_goodall

Claim-from Boris Johnson at PMQs: “The current Mayor of London @SadiqKhan had effectively bankrupted @TfLeven before the coronavirus hit.”Is it true? Read below... Before the pandemic, TfL had cash reserves

Paddington Research

PaddingtonShort

There has been recent chatter about the ‘worth’ of music (not something that can really be valued, save by people who know the price of everything and the value of

Catie McKee

Catie1130

A thread of some thoughts on the evolution of malls (1 / 7)1. Department stores / apparel —> model began failing years ago...#retail $SPG $MAC $TCO $WPG $PEI $CBL (2

Andy Wilson

AndySoulRider

As a fan of @ChaoticLife13 's CPU monologues, I've been wanting to post something about @AMD 's decision to split their GPU arch into separate Gaming and Compute architectures. What

Tamjidul

Tamjidul69

The American Conspiracy to destroy Premier League:A thread.#PremierLeague Manchester United and Liverpool football club Owners has put forward a large number of proposals for the FA in the premier league

Ali Al-Salim علي السليم

alialsalim

Lots of discussion around Gulf states breaking their $ pegs. Pegs have kept Gulf currencies stronger than if they had freely floating exchange rates, so what are they protecting?1/17 Firstly

John Engle, Almington Capital Merchant Bankers

AlmingtonCap

1/ In a recent article, I argued that Tesla owed its Q3 profit entirely to regulatory credit sales. However, several bulls (and a few bears) pointed out that I neglected

Luke Gromen

LukeGromen

How to get inflation > target in 2 easy steps:1) US govt says: "The $864B deficit we ran in June is the new normal. That'll be the deficit EVERY mth

Tito el Bandito

TitoElBandito

Some facts on the super-hyped stonk $fcel Revenue in Q3 was $18m, a 17% decline from PY. And with that revenue decline came a $16m loss. And yes, $fcel has

MikeT/AdrianTeakdesk

Mike_J_Thornton

#LUFC Accounts...Level of debt and its increasing nature a worry without the added issue of COVID-19 shutdownNoteworthy that for the first time in yonks the bank trusts the Club enough

Uncle in Solutum

InSolutum

I don’t want to sound like a grumpy buysider so I’ll share a little more details on my insider experience with credit analysts PortCo is a mid-market infra company. Extremely