#Reinvestment

1/ Long thread on reinvestment of internally generated cash flow. One of the biggest things I’ve learned from people on Twitter is the power of reinvestment. Interestingly it’s core to

Investment Books

InvestmentBook1

Maximizing Moats: Reinvestment Runways & Capital Allocation” - Pat Dorsey Thread • Economic Moats• Reinvestment• Capital Allocation What Creates A Moat • Intangible Assets• Switching Costs • Network Effects

This madness needs to stop. Governments across our country must take steps to rein in these violent activists. They serve no identifiable good to the cause of justice or equality.

oscar perry abello

JPMorgan Chase commits $30B to advance racial equity.Let’s break this down.$8B promised to come in the form of home purchase loans. That would increase wealth held by Black households by

I remember Akre telling the story about buying AMT for less than $1 in the telco bust. Today it’s his largest position and the stock recently hit a 52-week high

Greg Афиногенов

honestly cannot believe "network of worker's coops leading to revolution" is the big idea on the twitter left today like it's 1900 say what you will about value form theory

Greater Ohio Policy Center

Earlier this month, @CityofCleveland released an analysis of its residential Tax Abatement program. @ReinvestFund led the research w help from GOPC, #PFM, @NeighborUpCle #GOPCThread https://www.reinvestment.com/research-publications/clevela

Sophia Fantauzzi

FantauzziSophia

Over the course of the semester, I have been working on a policy brief for PLCY220 at UNC that details police reform and community reinvestment. After the rise of protests

Return on Capital

Going to play a little Devil’s 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

There's been a noticeable pivot coming from law enforcement voices lately that they acknowledge they shouldn't be responsible for mental health treatment, so now the solution is a cop and

I listen to @TBLTalkMedia regularly, it's always great but this week was exceptional. It's the first time I've ever really heard the stuff that I have obsessed over at work

Australian Tragedy :Western Australia holds the distinction of having the highest Indigenous jailing rate on earth.Aboriginal people in WA are incarcerated at a rate eight times greater than the jailing

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

1/Get a cup of coffee.In this thread, I'll show you how to do a DCF analysis.For those unfamiliar, DCF = Discounted Cash Flow. 2/Imagine you live in a small town.The

MMA-AI.com 📈🤝💸 100% Datadriven Bets & Unitsizes

Picking Winners or Betting Value? ---Both is right!A popular question and the anwser, i am pretty sure, is simple:1) Focus on value first.2) Manage risk by picking winners second.i.e: Balance

Shower Thoughts:If you’re a business owner who is invested in a regional economy, what if the most impactful thing you could do is to allow others to invest in the