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Maureen Johnson
Maureen6Johnson
How arrogant and smug must you be to think sitting at a table broadcasting your sorrow at the lot of Scots, during this pandemic, when you are interested only in
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Richard Murphy
RichardJMurphy
As those I know best could confirm, I have long feared a No Deal Brexit. I could not see how Gove and Johnson could or would agree to anything else.
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Alex Reilley
AlexReilley1
FACTS ABOUT HOSPITALITY ‘SUPPORT’FURLOUGHWonderful initiative for hospitality staff BUT employers have to pay employers NI & pension contributions. If your business has been ordered to close you have no revenue
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Josh Jordan
NumbersMuncher
Two weeks later update on Biden's leads:AZ: 10KGA: 14KWI: 20KNV: 34KPA: 83KMI: 147KBiden now leads Trump nationally by 5.8 million and is the only candidate to ever hit 79 million
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Michael Pettis
michaelxpettis
While we tend to look at these issues as the consequence of micro-level decision-making, it is important to understand the macro constraints that drive the process. If Covid-19 has caused
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David Arkush
David_Arkush
A few thoughts on the House Republican arguing that the Fed shouldn’t incorporate climate into stress tests. /1 Industry sees the writing on the wall. It’s obvious that "safety and
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dj spydermann
djspydermann
Thread: There are 9000 evictions set to take place in the city of Memphis. Before you pass judgement and assume that everyone in danger of being evicted is irresponsible, let
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Abhishek N Jain
anj_101
THREAD: Notes from Prof Bakshi's (@Sanjay__Bakshi) Lecture on Maintenance Capex - https://vimeo.com/456037800 It’s important to understand maintenance capex to understand the economics of the business and from a valuation perspe
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Stephen Colvin
stephenj_colvin
If there's no deal then the UK will have to implement the NIP while protecting NI from its worst effects. Anybody that thinks otherwise is talking nonsense.https://twitter.com/simoncoveney/status/1325899413638754307 I'm afraid that
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abhishek
abhishec_s
On Deceptiveness of Investing Terry Smith says buy quality companies (you could have bought L’Oréal in 1973 at 240X and beaten the Index). Munger says pay fair value for
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Kevin Kane
KaneKane2014
Thread on power of #Community 1. The people of #Kilsyth should be really proud of themselves on this one. Petitions, rallies, meetings, calls, emails! The community mobilisation was relentless and
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Scott Greenberg
ScottElliotG
I'll probably be away from twitter for at least the next week. So, before I go, a quick rant about how policymakers should be *way* more worried about the economy.
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Andy
DowneastCapital
1/ A quick thread on Auto OEM Enterprise Values 2/ Auto OEMs present a unique challenge from a valuation Perspective, and it takes some time to untangle the GAAP/IFRS statements
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QuantumChoices 3.5% #FBPE 🔶️
tfoale
The economics of brexit are fairly simple. We import 50% of our food and energy and almost all clothing, furniture, household goods and electronics, which we pay for with the
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Austen Allred
Austen
Thought from reading Amazon shareholder letters:One of the reasons software is so powerful is it forces operationally complex businesses to agree definitively on processes, and there’s an established and agreed
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Dan Wang
danwwang
It’s tough for manufacturers to leave China: “A recent survey showed that only 8 per cent of 200 South Korean SMEs with operations in China and Vietnam said they were
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