#Revenues

Michael Tracey

matracey_

On Saturday, Authentic won the 146th Kentucky Derby.But did you know his owners will get a $0 payout for his big win?Thread below inspired by @tobydoyhowell @APompliano @JoePompliano And content

Jonah Lupton

JonahLupton

Portfolio update 10/23: $FB is now my third largest position at 10%. After diving into the financials over the past few days I’m convinced $FB is 40-60% undervalued and could

The Kaipullai

thekaipullai

Dear PM, I know you have more info than me, but for God's sake, don't increase the total lockdown by another 2 weeks.Follow the cluster format, impose a 50% rule,

Michael Pettis

michaelxpettis

1/5I don’t think the economic argument should be whether or not the US should “bring home” such things as apparel manufacturing. There is nothing wrong in itself with outsourcing the

World Bank Climate

WBG_Climate

Thank you @C2ES_org, we were happy to join the webinar “Moving Forward with #CarbonPricing”: http://wrld.bg/PWiJ30qYP1d Carbon pricing initiatives continue to rise around the world, but more ambition is needed. #PriceOnCarbon

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

Mike Makowsky

mikemakowsky

I was given the opportunity to lay out a proposal to end law enforcement as a system of taxation by the good folks at @hamiltonproj and @BrookingsInst, which you can

junkbondinvestor

junkbondinvest

1/ Investors (equity and credit alike) love contractual, recurring revenues thinking it protects them because the customer is legally obligated to pay. That forward revenue visibility makes it very easy

Lubo 6🏆

lubomerkov

This tweet continues to blow up my notifications. I have tweeted some replies I agree with. Those I disagree with fall in a few categories which I will try to

John S. Nash

heynottheface

Since it was brought to my attention by @JasonAmadi that many fans are unaware that we have details on these things now, here's a quick thread on what we know

Wallis Weaver

wallisweaver

Why Wall Street is wrong about economic recovery:1.) The virus isn't gone and isn't going anywhere.2.) The consumer is the big driver of the economy. But people aren't consuming. A

Brittany G

Fibby1123

I just spent three hours calculating NCAA football player revenue shares on google sheets, so now you have to hear about it, too. My data is from https://sports.usatoday.com/ncaa/finances/ here and

Kenneth Isaiah Ibasco Abante

KenAbante

[THREAD: What is the size of the Philippine coronavirus response?]Our @covidbudgetph team tries to compute this in the Pillars Tab of our google sheet http://bit.ly/holdpowertoaccount.PLEASE HELP US verify our findings.

Sanju Verma

Sanju_Verma_

Things on ground are far better than gloom&doom predictions by naysayersAmidst euphoria over #Google's investment in #Jio,let's not forget stunning results by #InfosysInfy saw 8.5% YoY rise in revenues to

Roger Pielke Jr.

RogerPielkeJr

Some round number analysis of budget implications of demand by Pac-12 football players for half revenue to go to athletes ... First, ~50% revenues to players is about what pro

Investment Talk

InvestmentTalkk

1) Red Flags for Financial Analysis In today's newsletter we go over some of the big red flags that analyst's should be vigilant of when studying the financial filings of