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#Earnings
Dave Lee
heydave7
If you missed TSLA's earnings, the highlight was @elonmusk sharing in the call that he thinks Tesla's Model Y will become the top-selling vehicle of any kind in 2022 or
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Renting Rural America đ=đ°
ShadowRents
***THREADCurrently Iâm reading âThe Richest Man in Babylonâ and itâs been great so far. Itâs a book of parables where a man in Babylon shares his âseven cures for a
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Kush Katakia
kushkatakia
In IT services there is only one company with high barriers to entry. There is only one Goliath. and that company is TCS. It is bigger now than the next
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jon doe
Ex_kuhlo
So $XERS will publish Q3 earnings around 11/10. What can we expect in November? Consensus is 4.56 mln revenue. Will they beat it? What will be the influence on the
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Chicken Tikka Masala
ChickenTikkaM
You are a hard working, smart business person; have kept your head down and built up your business from scratch to a sizable scale.Announcement after announcement, the news and media
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10-K Diver
10kdiver
1/Get a cup of coffee.In this thread, I'll show you how to do a Reverse DCF analysis.For those unfamiliar, DCF = Discounted Cash Flow. 2/Let's start with how a Reverse
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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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Vitor Possebom
PossebomVitor
Econometrics TreadIdentification, Inference and Sensitivity Analysis for Causal Mediation Effects by Imai, Keele and Yamamoto (IKY, 2010, https://bit.ly/3emZ4Ag )Mediation analysis decomposes a treatment effect in different causal mech
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Return on Capital
CapitalTalk2
Going to play a little Devilâs Advocate.I really hate macro explanations for high multiples like low interest rates. But there might be a business case for structurally higher multiples...Not sure
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The Richest Man in Babylonđ°
babylonquotes
Seven Cures For a Lean Purse The First Cure. Start thy purse to fattening.A part of all you earn is yours to keep. It should be not less than a
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Albert Wang
albertwang23
$CRWD is my largest holding and I still believe it to be one of the best long-term secular ideas.- Exceptional CEO who understands pain points & executes well- Consolidating market
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Keubiko
Keubiko
A few quick comments on the $TSLA accounting change. 1/n 2/n ASU 2020-06 relates to how companies account for convertible debt and its impact on diluted earnings per share. 3/n
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Robert Peston
Peston
There are up to 2m jobs at risk from #Covid19 in the hospitality, arts, recreation and entertainment industries, because social distancing is so hard for them. Many businesses in these
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Mark B. Spiegel
markbspiegel
1) Apparently there's some kind of nonsensical paper floating around claiming $TSLA's warranty reserve is *conservative* relative to claims. Here's some VERY back-of-the-envelope math explaining why I believe that's nonsense....
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10-K Diver
10kdiver
1/Get a cup of coffee.In this thread, I'll help you understand the concept of "Look Through Earnings". 2/Imagine that you're Mack, the truck driver.You work, of course, for Lightning McQueen
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Chawanna
DrChaeEd
81% of Black mothers (married and single) are breadwinners in their family, but you good-for-nothing types perpetuate this ignorant shit. This is why your type will remain unremarkable. You
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