#Deepdives

What if the technologies we cherish were developed to crash, instead of maintain, the matrix of domination of capitalism, hetero-patriarchy, white supremacy, and colonization? Article by @joana_varon for @deep_dives https://deepdives.in/the

Mostly Borrowed Ideas

1/ Thread: $ETSY 3Q’2020 updateA month ago, I published a deep dive on $ETSY. At that time, I hoped ETSY will make a complete mockery of my reverse DCF, and

Mostly Borrowed Ideas

1/ Six months ago, I launched MBI Deep Dives. I publish one deep dive of a publicly listed company every month for $10/month or $100/yr. Subscribers receive only one/two email

Mostly Borrowed Ideas

1/ Thread: $GOOG 1Q’21 UpdateHey Google, what’s the best business capitalism has ever come up with?Google: It’s our search business.Here are my highlights from the earnings call and quarter. 2/

Mostly Borrowed Ideas

1/8 Thread: Phil Fisher's investing philosophyIf Ben Graham popularized "value investing", Phil Fisher was the OG of "growth investing". Buffett even characterized his philosophy as "85% Graham and 15% Fisher&qu

Mostly Borrowed Ideas

1/ Notes from @rorysutherland episode at @InvestLikeBest This episode was a reminder of Munger's latticework of mental models, and how much knowledge from other fields can actually be transferable to

Mostly Borrowed Ideas

1/ $AMZN 1Q’21 UpdateBy now, it is no surprise that Amazon would post another Amazing quarter, but the growth/margin in international (+60%) and ads/other (+77%) still raised my eyebrows.Let’s look

Mostly Borrowed Ideas

1/ $FB 1Q'21 UpdateI have been told “nobody uses Facebook”. Last quarter, 1.88 Bn “nobody” used Facebook daily.Lots of interesting data points and snippets on this call. Here are my

Here's a thread of some of the writing that saved me this year as I struggled (and continue to struggle) through my health. Confronting, denying, connecting, withdrawing, crying, joking, and

pip install alise

A thread: How I prepared for a #tech role in #FAANG— 1. Technical preparation of #python and #SQL2. Behavioral and cultural screen with @Latesha_Byrd 3. Deep dive on department domain

Mostly Borrowed Ideas

1/ Notes from @mjmauboussin episode at @InvestLikeBest Anyone who has been following me for a while knows I'm a big Mauboussin fan. In this episode, they mainly discuss about his

Mostly Borrowed Ideas

1/ Thread: $TCEHYI have rudimentary understanding on tech in China. @packyM wrote a fascinating piece on $TCEHY which I came across today and wanted to leave my notes here.It is

Mostly Borrowed Ideas

1/ Thoughts on @jnovogratz episode at @InvestLikeBest As I'm originally from Bangladesh, this one really touched me, and would share my own experiences of growing up in Bangladesh while simultaneously

Mostly Borrowed Ideas

1/ Notes from @nickkokonas episode at @InvestLikeBest Nick Kokonas: A Philosophy major -> derivatives trader -> owner of some of the best restaurants in the world such as Alinea, Next,

Shruti Sunderraman

sundermanbegins

I'm making a thread out of this. Follow here and @visvak, if interested. :)https://twitter.com/visvak/status/1061906125254201344 okay so here goes. 1. Seeing Like a Feminist by Nivedita Menon. My relationship with Menon

Private Equity Bullseye 🎯

The ultimate collection of our favourite threads Topics: - Global Trends, post-lockdown edition - The Growth of Growth Equity - Ethics, Regulation & Government - Industry deep dives (sport; tech;