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#Earnings
Torsten Bell
TorstenBell
Full @resfoundation analysis of the Chancellor's Winter Economy Plan (with thanks to the team for sleep loss overnight). The short version: the policy does not match the rhetoric on protecting
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John Engle, Almington Capital Merchant Bankers
AlmingtonCap
1/ In a recent article, I argued that Tesla owed its Q3 profit entirely to regulatory credit sales. However, several bulls (and a few bears) pointed out that I neglected
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The Wolf Of All Streets
scottmelker
Live with Goldman. They are talking COVID-19 and GDP/economy risk.Major downside risk of an expected second wave of infections, so it's nearly impossible to project the state of the economy
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Matthias Doepke
mdoepke
A thread on #COVID19 and gender equality. Punchline:Short run: crisis hits women much harder than menLong run: women may gain from shifts in work organization and social normsBased on new
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Francis - Analyst
InvestiAnalyst
Affirm Holdings [$AFRM] Mar 21 Earnings Highlights:I just finished reviewing the report and the call.Thread Outlinei) 10 key takeaways from the report;ii) What trends are happening across the Fintech &
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Eugene Ng
EugeneNg_VCap
Roku $ROKU 1Q22 Earnings - Rev $734m +28% - Gross Profit $365m +12% margin 50% -719 bps - Adj EBITDA $58m -54% margin 8% -1409 bps - OCF
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Eugene Ng
EugeneNg_VCap
Block $SQ 1Q22 Earnings - Rev (ex-BTC) $2.2b +38% - Gross Profit (ex-BTC) $1.3b +30% margin 56% -330 bps - Adj EBITDA $195m -17% margin 9% -581 bps
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Roger at UPshot Wealth 🚀
upshotwealth
Required Minimum Distributions (RMDs)Why you don't need to fear them.3 RMD Tips You Wish Someone Would Have Told You Sooner (Bonus RMD spreadsheet inside!)//THREAD// First the basics.What are RMDs?RMDs
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Digitally Native
digitallynativ
Yesterday I posted about the profitability headwinds facing eCom, resulting from a shift of consumer purchasing behavior away from transacting offline (due to COVID-19 restrictions) to online retailers and brands.Feedback
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Rohini Mohan
rohini_mohan
Central Information Commission issues show-cause notice to Min of Elec & Infotech, NIC, asking why they don't have info about who created #AarogyaSetu & how, when it's a http://gov.in website.
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Tom Gray #BrokenRecord
MrTomGray
Why the music industry HAS to change and why it has to change now. A thread. Stick with it! I hope it’s not wrong of me to assume that most
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Eugene Ng
EugeneNg_VCap
Twilio $TWLO 1Q22 Earnings- Rev $875m +48% (organic +35%)- Gross Profit $425m +42% margin 49% -200 bps - NG EBIT $5m -71% margin 1% -236 bps -
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James Leckie
JamesGLeckie
So I've been doing a lot of research during the pandemic, and I've figured I'd share a bit of what I've learned. This is a thread on Unemployment Insurance (UI).
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Elizabeth Yin
dunkhippo33
Today's tweet thread is about how LPs (fund investors) make money (or don't) by investing into funds. When do they send the money to the fund? When do they get
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Eric Rivera
ericriveracooks
Restaurants that laid people off right at the beginning of the pandemic that are now ramping up hiring and not realizing that people don't want to be abandoned again. Also,
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⭐AngeLee(AL)⭐안젤리⭐➐
AngeLee_Cuello
Hi~Nice to meet you!♡I'm AngeLee.I'm a singer-songwriter, producer, rapper, dancer and holistic therapist from Uruguay.I make my own music by myself recording it with my phone, producing it on my
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