#Assets

David

david06280728

1/ Current thesis FWIW: recent #BTC distribution data are indisputably clear: Big $ is in control. Retail, sadly, is an afterthought. Virtually all price action these days, including over

Sara Nayeem

SaraNayeem

Suggestions for biopharma co’s on positioning BD efforts to investors: 1) Don’t suggest that you’ll partner out your lead program. Generally inv’s will appreciate licensing deals for the revenue they

Anil

anilsaidso

Asset classes are defined by the preferences of a generation. So how will the world's first digitally-native cohort behave?Millennials get a lot of the attention, but the future of Bitcoin

Stephen Punwasi

StephenPunwasi

Quick thread on Millennial wealth inequality. A Gini coefficient is a measure of wealth inequality. The higher the number, the higher the level of inequality. Canada’s boomers has a Gini

Erika

Erpikaa

I'm building out a print welcome guide for our clients. The advice I've gotten from friends at other companies:"print is dead""you're a tech company, have a digital knowledge base instead""it'll

Leo Murray

crisortunity

ICYM this exceptionally good @thetimes writeup yesterday of our new report with @MumsForLungs on the potential benefits of a national #SchoolStreets rollout (where roads with schools are closed to motor

Political Motivation (🏡)

Margin4Error

Brexit creates four big strategic problems for the UK. In order of importance they are:1. The likely end of the UK2. The loss of national security 3. The loss of

Eshwar

eshwar_nc

1/nA very different kind of.. Have you ever wondered why the Asset prices (Gold, Equity) are going up in a difficult year like 2020. I'll try to answer this by

Sami Loyal

sami_loyal

There are serious issues preventing Bitcoin from doubling like we've seen many times before, this time up to 40k, 80k etc. Apologies in advance to the bulls. Let me break

Michael Paik

paik_michael

I just had a talk with my uncle about generational wealth.He and his wife live in Manhattan Beach, one of the most affluent neighborhoods in Southern California .He actually bought

Money Theory

money_theory

ITC Ltd Annual report FY 2019-20 takeawaysCompany overview :ITC ltd is an Indian Conglomerate company headquartered in Kolkata, West Bengal. It has diversified presence in FMCG, Hotels, Paperboards & Specialty

Travis (not a Cylon) Kimmel

coloradotravis

Wayfinding in a time of chaos (field notes, part II)A recent thread posited that, for various reasons, we have recently entered a high-chaos regime in assets.This one explores some loose

Ben DuBose

BenDuBose

Anyway, main point of what I was trying to convey in the podcast: I think "how good will the future Brooklyn picks be?" debate is missing the point of the

Comrade Fudge

HNIJohnMiller

1) Anyone passingly familiar bidding for state government projects won’t be surprised by this.It is an unspoken fact in the US that the only thing that approaches the depth of

Mostly Borrowed Ideas

borrowed_ideas

1/ Thread: Valuation with Real OptionsToday @mjmauboussin and Callahan published a short paper on how volatility and falling WACC has affected valuation in 2020.Here are my key notes from the

YASHAR NEJATI

yasharnejati

I turned 35 last week and wanted to hear advice from 40-50 year olds.But, my followers are small.Luckily, @awilkinson also turned 35. He asked 100k+ followers what they regret not

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