#Thesis

Simon "Si Spurrier" Spurrier

sispurrier

I agree with pretty much everything in this article. (As I've said many a time, detail is to shared fictional worlds as entropy is to reality. On a long enough

The Scream 😱😱New deal✡️🔥🤦🏽‍♂️

EvelKneidel

Dogs are a tool of white supremacy and gentrification. That’s not just my opinion. There is research that shows how white newcomers dogwalking routes stake out territory. And white owners

Ryan Henderson

CCM_Ryan

As most people know, I’ve been harping on Nintendo a lot recently. $NTDOYHere’s why[THREAD] Thesis at a glance:Nintendo is building out an iterative console ecosystem to support their gold mine

rubicon59

rubicon59

Anybody done work on #HelloFresh (#hfgx:GER) stock? 66% grower at 21x FCF, and total category dominance w no viable competition (except churn), run by a "baby Bezos"? #HellFresh "Despite the

Cory's Book Jewellery

Coryographies

Hey everyone, as it's my #craftiversary week, I'd like to share the story of Coryographies! Grab a tea and I'll tell you a tale... (pictured: vintage photo of young Cory

Martin Thorley 马丁

METhorley

1/7 Amid Covid-19 crisis you may have missed this. China Reform Holdings tried on Tuesday to nominate 4 directors to the board of UK's Imagination Technologies Group (chip designer). This

His Brineness, Size Lord Pickle Rick the Fifth

KingPickleRick1

Alright $TSLA $TSLAQ, got some fresh FUD for you. This time on a single family rental operator called Invitation Homes, ticker $INVH. Why I think the company could potentially go

Alvin Christian

_AlvinChristian

1/NI wrote a memo on the econ PhD application process based on my experience last year. I think prospective applicants - especially those outside of top schools - will find

Wexboy

Wexboy_Value

#GalaxyDigital's the BEST listed global peer for #KR1 & both are UNIQUE in the #crypto stk universe for their #VC/#merchant banking approach to crypto inv't...https://wexboy.wordpress.com/2020/11/21/kr1-plc-the-crypto-alpha-bet/

Zoran Kole [deleveraged]

Captain_Kole1

$BTC Update: Fully hedged here on June futs. Would have gotten net long if we had pushed lower but happy to be delta neutral here. I think the right shoulder

elasticity, empowerment, and ease (also hot)

tamalefencer

the shipping infodump thread, requested by @djmicrobeads and @__justplayingthis is an infodump. not a piecemeal essay with a thesis. [1 In shipping logistics, there are 3 main types: inbound, outbound,

ruth ★ ｡ﾟ%

lMSZMC

thread of questions for tcpatulan niyo naaaa@SB19Official #SB19#SB19GetInThe2one who in SB19 gives the best hugs?@SB19Official #SB19#SB19GetInThe2one who in SB19 attacks you the most?@SB19Official #SB19#SB19GetInThe2one who in SB19 has the

Ensemble Capital

IntrinsicInv

The big inflection in video game end markets is first generation of people who grew up as gamers are now parents. So the whole family games and it is no

Ayẹni Adékúnlé S.

ayenithegreat

I used to think the world was experiencing a leadership crisis. From Abuja to London and Washington, I’d shake my head and think ‘why are we allowing the worst amongst

koo⁷ 🌏🌙 | #YourEyesTell

seokjinsjigu

BTS (and ARMY) as the Sustainable Development Goals (SDGs) — a thread in celebration of #EarthDay2020 ! #EarthDay #SDGs #Youth2030#BTS #방탄소년단 #防弾少年団 @BTS_twt so I was /gonna/ write

Amar Anand

amar

The question “Why do super apps exist in China, but not the West?” came up recently within the @reforge community.@onecaseman and @crystalwidjaja were kind enough to leave their thoughts @onecaseman