#SeekingAlpha

1/ Congratulations to @lennysan on launching a successful newsletter with 486 paying subs and $56k in ARR! That's awesome! Some thoughts:https://twitter.com/lennysan/status/1265072097849602048 2/ Content is king. Lenny nails it when he

Montana Skeptic

montana_skeptic

1/ I wrote something I think is important about $TSLA in China today. As usual, I was more the scrivener than the thinker. My inspiration came from @SeekingAlpha's MaxedOutMama (MOM),

Brian Romanchuk

My discussion of “The Deficit Myth” got picked up by Seeking Alpha. The comments were a real piece of work.One of the PR advantages that MMT has now is that

LynAldenContact

Quick thread on central bank liquidity swaps and global dollar liquidity. Since the GFC, there have been three periods of major swap line usage; 2008, 2012, and 2020, shown in

MrLorenzo Does Due Diligence

MrLorenzoDoesDD

$SPAQ How did no one catch this? In this thread, I will discuss how I know Volkswagen is still in talks with Fisker and a deal will be done soon.

John Engle, Almington Capital Merchant Bankers

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

E.S. ESG Investment Research

$AYTU shill squad alert. This NASDAQ listed microcap stock is potentially feeding off #COVID19 to pump up the stock price. I became aware of it with a direct reply to

$Muds by Kevin Mak of SeekingAlpha - The first & only analyst to publicly cover the Topps/Muds merger. I will post some highlights from his article from 4/26. He is

It's worth discussing the intermediate-term investing consequences of #COVID19. Not talking about the masks and vaccine plays, more about how this might outbreak reshape the economy over the next year

Robert Weir, M.D.

1/ THREAD: CrowdStrike ($CRWD) is a pack-leading, founder-led disruptor poised for continued hypergrowth. I believe that they will provide substantial, market-beating returns into the foreseeable future. 2/ Their Falcon Platform

JPM's move out of financing oil and gas is a really big deal because it's the largest lender in the reserved-based lending facility model.This credit line is what allowed US

John Engle, Almington Capital Merchant Bankers

1/ First of two threads based on my latest for @SeekingAlpha:Tesla is still unable to profit from its core business, relying yet again on regulatory credit sales to show a

It takes two to contango

THREAD #boxshipsIsraeli container line $ZIM could yet make $1bn more profit than analysts have been forecasting this year.Amid record charter and freight rates, Fearnley Securities revealed the possibility as it

I guess I know why I failed to hold on $grvy and got shook off.I wasn't following the rules.Know what you own? Check. Know why you own it? Well... Not

a thread on an example of vile racism in UK academia. CW: racism, anonymous harassment perhaps you remember how in November, Prof. Olivette Otele posted an anonymous letter she had

A thread based on separate but related ideas brewing in my head the last few weeks. Mostly about what I see as current false narratives and their impact on outcomes.