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Disability&Jesus ♿⛪
DisabilityJ
Morning all @KtTup here D&J been having tricky conversations around Church buildings re-opening...1 of us is an incumbent, pulled in many different directions 1 of us a former incumbent 1
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Ryan Reeves
investing_city
FICO is an interesting business. You know that credit score you get?Yeah, FICO makes more than 100% of its profit from those. Think about how asset-light they are.Quick [THREAD] 1/
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Peter K Reilly
PeterKReilly
1/With the NIPA GDP release this AM came 1st cut of 1Q corporate profits. This series showed a substantial sequential decline which in my model logic moves my allocation to
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Nafnlaus
enn_nafnlaus
A quick thread for the #ButNorway! bears: Let's just check your acceptance of a few basic facts here.1) You do realize that Tesla's global sales have consistently grown corresponding to
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Mike McHargue
mikemchargue
May we never allow a critique of “progressive fundamentalism” to erase the very real voices and experiences of those at the margins. OF COURSE people raised and conditioned in religious
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Dave Wasserman
Redistrict
Yeah, this is a poor take. Biden is not about to run 10 points behind Clinton in Philly proper. Almost all PA district-level polls (w/ much larger samples) show Trump
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Awe Onisokuso™ CAC-OFR
sarnchos
I have thought about this and I'm convinced that the biggest problem that businesses have in Nigeria is that most of their staff aren't competent at basic mathematicsEvery country has
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MichaelSimon
buyingvol
Conversations I have with the buyside + sellside on $ADYEN often starts with “love the business but the valuation is crazy”. That is lazy. @mjmauboussin has a great saying along
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Hasnain Syed
hasnain22
The 2000 presidential election was won by just 537 votes in Florida. Thats 537 in a nation of 10s of millions of voters. Still think your vote doesn’t matter? Elections
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Justin Oh
acouplecents
To kick off this week for you, I pulled a comparison of the top ten largest U.S. stocks’ financials and valuations. Here are some observations to point out: Tesla, Facebook,
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Elliot Turner
ElliotTurn
Thanks to @wup242 for the suggestion to discuss emerging quality. It's a really important one for me.I was really surprised at some of the top performers over the last decade+.
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actually about trauma
esthermirirose
when i was a kid and i saw my mom sign her name on the credit card thing at the grocery store, i thought it was checking her handwriting to
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Kelèchi
heykelechi
I hate that men are allowed to peacefully exist on the *far* margins of attractiveness and still have a say on what does/doesn’t make a woman beautiful. Like... it’s upsetting
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ann daramola
anndaramola
It seems to me the point of voting democratic in the 2020 election is to give us at the margins a fighting chance at making this world livable for us.
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Niamh Cullen
niamhanncullen
Following from certain recentdiscussions in history I’ve also thinking again about Irish history, exceptionality and comparative frameworks. (1) Not being a historian of Ireland (nor of colonialism) I’m also very
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Connor Van Ligten
Connor_VL
This is an important thread for journalistic reasons. It's important to realize that polling data and methodology this year is very different from polling in 2016, so to say that
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