#Revenues

Meb Faber

MebFaber

1/ Here are my 6 favorite research pieces of 2019 making the case for global investing...First up, @CreditSuisse with their "GlobalInvestment Returns Yearbook 2019"This is the yearly update to my

Giovanni Franchi

giovfranchi

I have started reading “BLITZSCALING - THE LIGHTING-FAST PATH TO BUILD MASSIVELY VALUABLE COMPANIES” by Reid Hoffman and Chris Yeh “Prioritizing speed over efficiency... In any business where scale really

Let’s talk Vietnam

darrion_nguyen

THREAD: why are there many Vietnamese (not from the diaspora) pro-US - often anti-China as well? First of all, the excerpts from following quora answer is an excellent introduction to

The Pe@cock

OdeleyeWole

Let's get started. Today I will try to explain extensive extensively the principle of the "Cloud" , and the potential business and careers opportunities it opens up /1https://twitter.com/OdeleyeWole/status/1245430463277273093 The term

Carlos Osweda

COsweda

ThreadOnce again, we get a superficial take on a very stupid prediction.In this video, there's no analysis of the EARLIER predictions that Professor Munchkin made before the current NON-INSTABILITY.https://www.youtube.com/watch?v=SUMgPR

Timothy Huyer

tim4hire

So, because you haven’t endured a long thread from me for a while, I thought I’d provide some thoughts on a number of the recommendations and the Government’s response to

Adam Townsend

adamscrabble

"Mike made me do it" thread: let's look at two lobbyists implemented, Congress sanctified frauds.1. Part of ObamaCare was HITECH Act = hundreds of pages of regulations = steered $30b

Scripturient

56Dtweets

"Will Artificial intelligence brighten our future as a planet, or threaten it?"A thread on answers to that question:--- o -- Intro:- Artificial Intelligence (AI) is a rather unique innovation. It

Paasha Mahdavi

paashamahdavi

Some good news amidst the storm: Thrilled to announce that my new book Power Grab is out from @CUP_PoliSci! It’s about how leaders survive in power by nationalizing oil, metals,

File411

File411

The coronavirus impact goes beyond healthcare Family Farms are filing bankruptcy at an alarming rate.Farmers need customers, not tariffs“What about us?What about all the plans that ended in disaster?What about

Mostly Borrowed Ideas

borrowed_ideas

1/ MEGA THREAD: Long $ISRGISRG has been an incredible compounder ever since its IPO back in 2000. It's a pure-play in robotic surgery. Robotic surgery penetration is still just ~2.5%

Nathaniel Horadam, Infrastructure Week Enthusiast

NW_Horadam

Let's talk about Georgia DOT's $10 billion highway boondoggle, the Major Mobility Investment Program. What is MMIP? Aside from the price tag, it's a package of nearly 20 highway expansion

Cory Doctorow

doctorow

Looking at Amazon's quarterly financials, it would be easy to mistake the company's $31b ad division as a serious shift in the online advertising industry, but that would be a

swarnim bharat

a_sandhan

#CoronavirusThread on effect of corona virus on economy, social stability, jobs n stature of China. Also brief review of effect on world. China is 60% urbanized. Major economy is concentrated

DMKM

2paisay

This is long thread on PM’s money whitening scheme known as #constructionpackage. It doesn’t analyze the package but just sets the stage for analyzing the environment in which it is

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