#Price

Ben Gordon, CFA

Bengordon2013

Listened to a call hosted by CSFB on ARM, below are some notes for those that care. $9984.JP, $SFTBY... 34% of processors in the world ARM based.Since being acquired, significantly

Auren 📚 𝐇𝐨𝐟𝐟𝐦𝐚𝐧

auren

1/ Data businesses are generally misunderstood. DaaS has different metrics than SaaS.While there has been a lot written about SaaS businesses (how they operate, what metrics to watch, etc.), there

Justin Brower

NaturesPoisons

OK, in light of this CDC report, here's a quick #ToxicologyThursday about drinking hand sanitizer.https://twitter.com/newschambers/status/1291109343115522048 People have been drinking hand sanitizer for as long as it's been around,

Greg Daly

GregDalyIC

In talking about 20th-Century Irish history, we should probably avoid sharp distinctions between Church, State, and Society, as though these were discrete entities, rather than things so organically interwoven that

Sam Ori

samori8

So much going on this week that I completely missed EPA releasing this year's Automotive Trends Report with data through 2019. https://www.epa.gov/automotive-trendsIf you care about US GHG emissions, this report

Erin Manning Writes

emanningwrites

Still awake, still thinking about the #Habs loss tonight. This is going to be a THREAD:Once I moved on from my immediate reactions, I realized that the disheartening thing here

Ritesh Banglani

banglani

In the last two weeks, four different friends have approached me for advice on how to start angel investing. These are not HNIs or "professional angels" - just regular people

Chris Lepkowski

chrislepkowski

Apropos of absolutely nothing, here’s a thread on the mid-Covid-19 transfer window and what might happen based on research or conversations - not necessarily at the top end of the

James Watson

EngineerLondon

My THREAD on the development of metal clad switchgear. Get comfy. On LV (

Peter Young (The Austrian)

TheAustrian3

Weimar Germany's hyperinflation provides perhaps the most dramatic example of the destruction that ensues when money dies.This 16 tweet thread summarizes Adam Fergusson's definitive account, and explores the lessons we

Mukund Mohan

mukund

How to "Do your own research" when you dont have time or the inclination but also dont want to blindly follow "FinTwit Experts"?A short thread. Only valid for these times

Fomocap trades

Workedia

#Bitcoin 1) Self hosted wallets - old news. I've been following that since 2019. We knew about Bitmex, Okex, wallets back there. The question What's next?Bitcoin maxis vs Ethereum

jushmu ✨

jushmu

I made a few graphics as a reminder to be kind to small businesses and independent artists this season (a thread) Be kind to us, we're doing our best! A

Dr. Angela Rasmussen

angie_rasmussen

Well @edyong209 has another amazing, deep dive about the pandemic out today. It's a thoughtful and nuanced look about the COVIDization of science, and both the tremendous achievements we've made

Sonic Loreposting

SonicLorepost

Two worlds, since Iizuka mentioned that Sonic's adventures are in two worlds, fandom has started to speculate a thousand times about what this means. (1/7) Let's start with the basics,

Dawn "Openly Black" Rhodes 😷

rhodes_dawn

It's a lot of people in these streets crowing about financial responsibility re: student loan debt but almost none of them are talking about how much college tuition and fees

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