#Market

Tristan Waine

Tristanwaine

1/ I really like what Fundsmith does on their letters re: viewing their portfolio on a look through basis inspired by Buffett. Some links below and further discussion in this

Secret Capital

SecretCapital_

Carvana Case Studyby @scuttleblurb x @AndrewRangeley this was excellent - a thoughtful and balanced thesis, Includes: overview of the problem $CVNA solves, how they delight customers, their competitive advantages, unit

Drew Baumgartner

d_baumgartner

Many (though certainly not all) of these problems could be solved by better lettering. I’m not sure if they’re being done by the creators or by some in-house design person,

Ursula von der Leyen

vonderleyen

The EU has the largest single market in the world. We are open for business but we are attached to reciprocity, level playing field & values.Today, the EU & China

Matt Stoller

matthewstoller

The #bigtechbarons hearing is starting.https://www.youtube.com/watch?v=YM6xYmcnh14 Key point. This hearing is not just a one-off, it is *part* of an investigation. @davidcicilline says they have millions of documents from both the

Adam Cochran

AdamScochran

1/13Successful enterprises do not relish in the faults of competitors. They relish in competition.They relish in a market with multiple use cases.Rising tides lift all ships.I am ashamed of the

TraderLion

TraderLion_

Why do we track institutional footprints? (Thread) Large institutions like mutual funds, hedge funds, banks, insurance companies, trusts, etc. amount for over 75% of all volume. These institutions move

SD

SadiqDorasat

So the best place to start with our investing threads is “How is investing halal?”I’ll be referring to the guidance given by Mufti Taqi Usmani and Mufti Faraz Adam throughout

Vivek Raju

vivekraju93

A little-known OTT app that is only 10 months old and with content only in one language has raked up 5M+ downloads on Play Store with a rating of 4.5

spare serotonin ma’am

livvbenn

Explaining shorting a stock/this GameStop stuff in terms of Taylor Swift: Let’s say Taylor has 5 CD copies of Me! to sell. Originally they were $5 each but after seeing

Wes Burdine

MnNiceFC

If I may go on something of a rant, I want to talk about the ways in which state/county/city policies are set up to take a place like Midway in

Ashton Pittman

ashtonpittman

"Congress" isn't holding up aid.The Senate GOP, led by Mitch McConnell, is:a) Blocking stimulus checks > $600b) Demanding limits on the Fed's ability to boost the economy under a Biden

Per Bylund

PerBylund

Those claiming #demand drives the economy (which is wrong) tend to be quite confused about what it means to demand, and on what basis demand exists. They are, strangely, less

Armine Yalnizyan

ArmineYalnizyan

Just to be clear on why immigration levels are the biggest factor when it comes to #cdnecon's future growth:Economic growth (as measured by GDP, really the only game in town)

Kobra Kai Shortselling Academy

BongripCapital

Thoughts - if you want to argue that the billions of capital pouring into companies at present valuations isn’t at least as insane as 2000, I want to see your

Kaila Colbin

kcolbin

A friend in the US asked me to explain the NZ housing crisis so I had a go. Thought I'd share it here in case anyone finds it useful. I

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