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Hindenburg Research
HindenburgRes
New From Us—J&J Purchasing: When It Sounds Too Good To Be Truehttps://hindenburgresearch.com/jj-purchasing (1/x) As some readers of Hindenburg may be aware, our founder, Nate Anderson, got his start in the
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Schadenfreude Capital
SchadenCap
I've seen comparisons of $TSLA to Enron, Swedish Match, etc., but there is one excellent analogue that I think is worth flagging. Both companies have had ongoing brushes with the
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SpartanBlack
SpartanBlack_1
0/ I used to think that crypto people are crazily optimistic, but lately a sense of despondency seems to be spreading. Even some of the early crypto diehards are sounding
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George Monbiot
GeorgeMonbiot
Corruption now runs through this country like a stick of rock.https://www.vice.com/en_us/article/m7jxvn/corporations-receiving-bailout-billions-have-laid-off-staff-and-paid-investors The government has used the pandemic to give vast amounts
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Tiho Brkan
TihoBrkan
Is it possible to make a 3.6X ROI over 24 months in real estate?Yes.But obviously, you will need a highly specialized set of development skills like the guys in this
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Velina Tchakarova
vtchakarova
I find this recent talk with Peter Thiel at the Nixon Seminar truly fascinating and I read the transcript already three times. A thread with the most interesting statements I
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Free Enterprise Isn't Free
davesahd
But Kathy Griffin can suggest assassinating POTUS. ANTIFA can organize riots. Bots can reply with all manner of vitriol. This is why I give the President discretion of language and
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Francis Craul
fcraul2
Why when Luke O' Neill gets so much airtime to advise the nation, could some of that time not be spent having him declare his interests? Strong ties to both
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Daniel Bustamante
dbustac
Highlights and notes from The Knowledge Project podcast (@farnamstreet) Episode #4:@ShaneAParrish X @jasonzweigwsj on skepticism, reading and decision-making. Some context: Jason writes The Intelligent Investor column for the WSJ since
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Gagan Biyani
gaganbiyani
I’m biased but @udemy is a true underdog story + thought I’d share details we’ve never shared before.ICYMI, we announced a $50M raise at $2B valuation.Udemy almost died at least
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Tiho Brkan
TihoBrkan
1/ Thread on the US technology sector. $QQQ $XLKEvery man & his dog know tech is outperforming other sectors, the market cap of several tech companies has exceeded the GDP
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Bread Crumbs Research
breadcrumbsre
Investors on how they analyze company management (thread): Thomas Russo David Winters Mohnish Pabrai Bruce Berkowitz Mason Hawkins Julian Robertson Preston Athey Li Lu Lee Ainslie Eric Rosenfeld Wally Weitz
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Brandon Brown
_brandonbrown_
Many people seem to think this will only apply to the "wealthy" and don't understand the downstream effects.In a free market society, taxing one part of the system is often
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オマー
Reido2012
mRNA Technology, the tech behind the new COVID-19 vaccines , has mind-blowing potential that most people overlook. Here's how it works DNA is the hard drive of life. It
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WastedEnergy
energy_wasted
1/10 Let's take a close look at a dumpster fire of a BDC and how these BDCs use fake marks and leverage to boost fees - Franklin Square/EIG Power and
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Benn "DJ D-Vol" Dogeifert
bennpeifert
“Relative value” fund blowup product of the day: Skew Lock.Fund sells down-variance: a varswap where daily returns only count in the payoff if spot on that day < X% of
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