#Capital

OpenSquareCapital

OpenSquareCap

1/6 Coming into pandemic, analysts forecasted 20-30M bpd builds in inventories as demand collapsed. Real-time data shows builds significantly less (7-8M bpd). Falling prices (negative prices!) reinforced perception of tank

Sara Nayeem

SaraNayeem

Nice article from @sheridan_kate of @statnews on the weird intricacies of biopharma valuations. I also think we've been in an environment where clinical stage co's are often valued lower than

D.Muthukrishnan

dmuthuk

Lot of queries and tagging me on Manu's blog. Hence this thread.Every company and it's management has both strength and weaknesses. I see more strengths than weakness with ITC.Management can't

Jodi Jacobson 🩸🦷 #BlackLivesMatter

jljacobson

Maybe as a historian you should understand that more clearly and try to expand your worldview and understanding of how politics actually works. And no, during debates and town halls

Nicholas Danforth

NicholasDanfort

Finally finished my pandemic think piece pitch. also: "This is a disease that hits the rich and powerful the hardest, and the poor even harder." Striking as it did, at

Steve

TheTradingTramp

Making Money In Between This comes from my own experiences over the past few years of trading actively and collecting loads and loads of data in order to understand why

Huzaifa.

MHuzaifaNizam

Lesser Known Fact: Both the Margalla hills which surround Pakistan’s capital, and the city of Taxilla which was the ancient capital of the region, derive their name from the same

Sean Casten

SeanCasten

This week's energy wonk-thread: Why discussions about "when renewables will reach cost parity?" and levelized cost of electricity (LCOE) calculations are nothing but - per Antonin Scalia - "interpretive jiggery-pokery&quo

Dr Ali FitzGibbon

Fitzali

1st Min @DUPleader talking about importance of arts/culture on @BBCgmu this AM, said the package was proof of value of being in the UK. £1.57billion is being dispensed £1.57bn comprises:£1.15bn

Nishita Jain

nishitaARK

Wow, Shopify — exciting earnings call earlier today! Revenue beat expectations and grew 110% YoY to $988.6m, and gross merchandise volume grew 114% YoY to $37.3b. Digging a bit deeper,

Chloé S. Valdary 📚

cvaldary

You can tell a person doesn’t know what they’re talking about if they claim “white supremacy helps white people.” Be on the lookout for that. It means they’ve accepted a

Ced

ejames_c

1/ My old essay ‘Beware What Sounds Insightful’ (https://commoncog.com/blog/beware-what-sounds-insightful/) has been making the rounds again lately, so I thought I’d say this: New VCs, with not much of a track

Nouriel Roubini

Nouriel

Bitcoin has no role in institutional or retail investors portfolios. It is not a currency: not an unit of account, not a scalable means of payment & is a highly

Hantu the Undiagnosable 🇸🇬

barisanhantu

This is utterly meaningless.O Level grade =/= ability to teach English.LIMPEI TELL YOU WHY1/https://twitter.com/anygalien/status/1260397419881095168 Needless to say, your English ability at in your teenage years is far from reflective of

Rad Shiba

rad_shiba_

One of modern Marxist-Humanism's biggest talking points is that the left needs to seriously begin working out what the alternative to capitalism might look like. The recent Kollontai debate reveals

🌹 Newly Minted 🌹

dsa_harshianka

Who is gonna be the first mayor to go rogue? Who is gonna be the first mayor to compromise by deploying police to local businesses only? And justify it by