#Margins

Richard Moglen 📽️🦁🚢

RichardMoglen

What is a True Market Leader / TML (Thread)(And how to find them) In one sentence a TML is an institutional quality stock in a leading industry group with superior

sebidscap

sebidscap

Huami - $HMI, $700mn mcap.I'll tell you about this now instead of ~Feb in my 2019 Annual Letter because I'd be sad if it starts to run earlier than that...Very

ajc

ajc_79

1/ Thread. US markets are still extremely expensive relative to history. Growth stocks specifically. Value is at bargain levels. Ex-US stocks are between fairly priced & cheap. Commodities are at

Matthew Taylor

WestTip1986

There’s been lots of discussion lately, led by @jamesaknight and @brucemillington on here, around the value of sectional times so I thought I’d take a moment to highlight what we’ve

Nate McMurray for Congress 2020

Nate_McMurray

Open Letter: Progressives, Hold Your Fire, You Elected JoeWe won. Trump lost. Now what? I’m happy, but already worried. Do I see people talking about an agenda to help working

Cory Doctorow

doctorow

2.5 billion people in the Earth's 125 poorest countries have received zero vaccine doses. The 85 poorest countries are projecting full vaccination in 2023 or 2024. This isn't just a

Daniel Schneiderman

SchneidermanDM

1/x As we previewed last week, our @CrisisGroup new report on potential election-related violence here in the U.S. is out today:https://www.crisisgroup.org/united-states/004-us-presidential-election-managing-risks-violenceI've pulled ou

Andy Slavitt 🇺🇸💉

ASlavitt

COVID Update May 9: When we look back on this time, the tally of people who died from the virus & those who died out of neglect & indifference will

Marc Ellison

marceellison

THREAD: Restless and Thankful - my @BBCScotlandNews feature about #Scotland's infamous road through 'a mountain in torment' The A83 runs for almost 100 miles from Loch Lomond to Campbeltown, at

Nicolas Cole 🚢🏴‍☠️

Nicolascole77

When I was 26, I started my first company with one of my closest friends. 10 months later, we had a dozen full-time employees and crossed 7 figures in revenue.

John Stoehr's Editorial Board

johnastoehr

Bob Woodward does the unthinkable by @johnastoehr https://stoehr.substack.com/p/bob-woodward-does-the-unthinkable?r=5msd&utm_campaign=post&utm_medium=web&utm_source=twitter 1. Bob Woodward is the most conventional of conventiona

🟩Preston Pysh🟩

PrestonPysh

But professor...When you told me #Bitcoin was a Ponzi scheme you left out the part about the four-year halving cycle and two-week difficulty adjustment...How does that work? //Thread Post

Orla Hegarty

Orla_Hegarty

[Thread] Solving the #housing crisis means facing facts#1 Planning Permission is not a barrier to housing in Dublin, there are over 40,000 ‘ready-to-go’ permissions for houses & apartments in Dublin

joe francis

joefrancis505

Inspired by Hamilton, I want to write a musical about José Alfredo Martinez de Hoy, Argentina’s Minister of Economy during 1976-80, under the last military dictatorship. This thread explains why

Jay Vasantharajah

jayvasdigital

Almost all businesses go through periods of distress.Your lifeline, cash, becomes tight and could threaten the existence of your business.Here are 25 unconventional ways to find cash in your business.

daniel snow

iamdansnow

The lowest hanging fruit for any DTC brand looking to increase ROAS and scale revenue is focusing on your on site metrics!I have put together a number of easy tests