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#Cyclical
FRValue 🌰
FRValue
The simple way I generally think about valuation, a very short thread: As Charlie would say: invert, always invert. That’s what I try to do when looking at valuation metrics.
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The Tottenham Way
TheTottenhamWay
There is now such outright terror in this squad of playing with the ball and actually going a goal up that it is counterproductive to do so. The problem we
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i was born in 1312
AightBetty
I have freed myself from the cyclical unhealthy relationship I’ve had with fashion nova. I just used up all my store credit and deleted my account but I went out
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Varun 😷
thebluehue_
5G isn't going to meaningfully change much in telecom.There is no such thing as "5G ready" infra. Most telecos use standard MPLS network over standard single mode fiber. Only radios
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Bill Connelly
ESPN_BillC
There's an appalling lack of Air Force Football GIFs on Twitter, so HERE'S A GIF FROM AIR FORCE ONE INSTEAD.IT'S AIR FORCE DAY. Surge and rebuild, surge and rebuild. Troy
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Edward Harrison
edwardnh
Interesting conversation with Nomura's Charlie McElligott Friday. He was telling me that he sees the risk of a pro-cyclical (“Value,” “Risk” and “Reversal” factors) move coming at the cost of
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Filipe Brito Bastos
F_Brito_Bastos
Rules of procedure - QMV and unanimity - exist for a reason. Can we really imagine a scenario where the frugals, knowing they'd be outvoted anyway, would become more cooperative?
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PlungeProtectionTeam
gamesblazer06
SLRs were never set up 2 accommodate QE infinity or Deposits & $XLF Cash to $3T w Fed Sheet up to $7Trillion. $XLF safer but SLR as tangible leverage
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Questionally Pronunced Gloop N Spook
steelphoenix8
(1/2) Doing another PESI video thing in one of the trainings/courses I bought, some good ol' profesisonal development. Trouble is, the dude hosting this one (3rd in 3 videos) is
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Apurva Sheth, CMT
apurvansheth
Do you believe #markets are #cyclical in nature?Do you think #history #rhymes, if not #repeats?Do you agree #greed and #fear are two main forces in the market? If answer of
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Dr Chioma Nwakanma
DrZobo
Dear woman,When was your Last menstrual period?Note it always Cos:- It helps us date your pregnancy and estimate your delivery date- Its presence, absence, or any menstrual cycle/Flow abnormalities, helps
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Bishop Juju
jujublaqueman
Antiblackness made Paris the birthplace of fashion and Japan the birthplace of streetwear. Let’s analyze this. For starters, how racist do you have to be to assume a European city
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Fox Castle Holdings
FoxCastlehold
Exor holdings thread- very good capital allocator with John Elkann- NAV at 93,5 euros on the 31/12/2019. 67,5% GAV is linked to stock market price so NAV impacted by covid
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Puru Saxena
saxena_puru
1) Portfolio update Apr-end -$ADYEY $AFTPY $AGC $CPNG $CRWD $CURI $DKNG $DOCU $GHVI $IPOE $MELI $OPEN $OZON $PATH $PINS $PLTR $ROKU $RTP $SE $SHOP $SFTW $SKLZ $SNAP $SNOW $TWLO $UPSTPortfolio
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Ryan Henderson
CCM_Ryan
As most people know, I’ve been harping on Nintendo a lot recently. $NTDOYHere’s why[THREAD] Thesis at a glance:Nintendo is building out an iterative console ecosystem to support their gold mine
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Rachel Ziemba
reziemba
Last week’s @NYUCGA I spoke about tough EM finances. Highlighted a few groups-already insolvent precovid - precarious public finances facing new (oil) shock - external balance crunch -weak growth, contingent
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