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#Buybacks
Ho Nam
honam
Many will disagree with me on this. I’ve said that VC is not an asset class. It’s not investing (it’s a great discovery mechanism. At later stages, with more data,
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George Adams
understander_of
1) This is the "can't stop, won't stop global macro WTF is going on" thread 2) As of March 20th, The median company in the broader S&P 1500 now has
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John Street Capital
JohnStCapital
1/ If $AAPL really wants to make a splash in fitness they should roll up $NLS, @Hydrow_by_CREW, & @tonal & have a complete end-to-end product offering integrated with the AAPL Watch +
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Alison Arkin
Cronikeys
- VR classrooms- Amazon handling food logistics- Doctor discounts, like for law enforcement- 3D-printable medical supplies- New clothing type for reducing exposure- Total modernization of the concept of university- Literal
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C.J. Oppel
CJOppel
$TMO @thermofisher : A surprisingly low-profile picks & shovels science behemoth. Let's review some key points here - thread.5 year share price performance +229.49%2020 FY revs +26% YoY2020 FY adj
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Chris Hulls
ChrisHulls
1/ As a CEO who might get a corporate bailout, I say stop the f**cking bailouts. Is it fair that: I win = I keep my money. I lose =
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PlungeProtectionTeam
gamesblazer06
All these $CS Archegos Cassandras and gazillion headlines and barely 70bps hit to CET1... Ends 1Q21 at 12.2% CET1.. will go to 13% again soon post MTN raise on April
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SnowyWindows
UraniumTails
1/7With NFWG/S232 & RSA negotiations coming to a close, the uranium market is about to open the flood gates to purchasing. Unfortunately both the uranium inventory/reservoir is dropping and flow
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Brandon Thurston
BrandonThurston
In this thread I'll be tweeting about the $WWE Q1 2020 earnings release. Documents release after 4pm ET. Conference call at 5pm.Also, I'm making the 48-page @Wrestlenomics Pro Wrestling Industry
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Brent aka Blacklion
BlacklionCTA
When markets reverse there is often a catalyst. Is $BA a potential catalyst. I do not think this is a 'software fix' for 737Max. It should've been tested/certified as a
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George Pearkes
pearkes
https://www.federalreserve.gov/newsevents/pressreleases/monetary20200409a.htm CARES Act gave authority for Treasury to capitalize Fed lending programs with up to $454bn (they can also do direct lending as well). These new programs use $195bn of
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Jesse “Malthus was British” Matchey
JesseMatchey
Thoughts inspired by @EpsilonTheory @DiMartinoBooth @JacksonStewal @LukeGromen. Something great about America, in simple terms, hear me out: You would be penalized for being weak, or stupid...yet, by&large, still had been
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Messari
MessariCrypto
Bubbles #1-3 from @QWQiao's latest macro piece... "A tale of ten bubbles" Bubble #1: The passive Investment Bubble The price of one of the largest providers of market indices, MCSI,
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John P. Hussman
hussmanjp
Understand this NOW. The Fed is buying OUTSTANDING corporate bonds - you know, the ones that financed buybacks to offset stock-based compensation for a decade. It needs a shell (SPV
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Kelly Mitchell
kellyemitchell
Tomorrow, oil executives are scheduled to meet w/ President Trump to discuss the wrecking ball currently hitting the oil and gas industry. A long thread on the folks in the
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Valuations
Valuations_
Questions I’m asking myself about the $CACC short thesis.(thread)CC: @greenycapital @johngaltier45 @FZucchi @PlainSite @tonythearena @AnalystDC In a ZIRP environment, why am I shorting anything? Isn’t this like doing gymnastics into
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