#Capex

Betty Rubble

danika43160994

1/ Watching @TeslaJoy 's $nkla videoDisclaimer: I don't know Tesla Joy, I don't know her realms of expertise. Therefore, none of my reactions/feedback are intended to be judgements on her.

Tim Culpan

tculpan

1/ There's a lot of hunger for information about TSMC, what they do, and how the business operates.So I put together Ten Charts That Tell The TSMC Talehttps://www.bloomberg.com/opinion/articles/2021-04-19/tsmc-s-30-billion-chip-leadersh

AtlanticLion

AtlanticLion

Before the shutdown interrupted all concerts, Live Nation traded as a growth story, showing double-digit revenue and profit growth, which bulls expect to return. However, the numbers show that $LYV

HFI Research

HFI_Research

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

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

Venkatesh Rao

vgr

So... meta thread on unit economics. In LA, pre-Covid average rates were like $3/sf so a 1000 sf space would be 3k. I’d guess many of these ideas would only

Vishnu Kapadia

Mjkfinvestment

Nestle Annual Report Notes (Motilal Oswal)*Some good charts in there*Market cap: 164,738 crores.Revenues: 13,350 crores.P/E: 79.11P/B: 81.58Dividend yield: 1.17%Here we go@dmuthuk 1/25 Barring 2QCY20, where all Consumer companies, especiall

Irnest Kaplan

IrnestKaplan

$TWLO - Twilio chart storm - Aggressive growerSizeable co growing fast -> $2B at 60%CPaaS expanding into cust experience mgmntSome say unprofitable & just buying growthLet’s analyze some of the

Agritecture Designer

agr_designer

Test yourself on the tradeoffs between a #verticalfarm and #greenhouse! We’ll run through a real-world scenario and then pose a new question to you each day this week.

THE PLUTOCRAT🇿🇼🇿🇦🇦🇺

trevmuchedzi

Chapter 2 of the Lord's work: Economic characteristics of intangible assetsIn this thread, I'm going to contrast the economic characteristics of intangible vs tangible assets & present a case why

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

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

StockBros Research

StockBrosTrades

THREAD 1/How to find and pick HIGH QUALITY STOCKS to invest in:Do you REALLY know what to look for when it comes to investing? After reading, hopefully you'll be

Ajay Dave

ajayrdave

Dear PM @narendramodi @PMOIndia, FM @nsitharaman @ianuragthakur @FinMinIndia, RBI Gov @DasShaktikanta @RBI, @sanjeevsanyal, @amitabhk87 @NITIAayog,I have following 11 suggestions for the Covid19 Economic Task Force:1/n 1. PRINT CURRENCY2. Advance rec

The Tycoon Mindset

tycoonmindset05

Dixon Technologies Concall was today at 4.15 PM.Here are highlights of the Conference Call@drprashantmish6 @AnyBodyCanFly @amey_candor Opening Remarks:- Revenue growth of 17%- Editda margins have increased from 4.4% to 5.5%

Sandeep Bhadra

bhadrasandeep

I believe enterprise-SaaS and micro-services/open-source are on a collision course. Buckle up. Much VC ink has been spilled on the startups birthed at the last crisis - Airbnb, WhatsApp, Venmo,