#Costs

Talbott

talbottzink

Linde $LIN recently merged w PraxairI have great respect for Artisan Partners' global equity, and they talk Linde frequently. Here's the recent thesisLargest in an oligopoly. Strong bargaining power +

Mike Cullingham

mike_cullingham

#ableg I'm hardly an expert, but have worked in risk management for a big chunk of my career. The purpose of reserve funds (i.e. of schools) is to mitigate risk.

Gabe Bodhi

gabebodhi

Real estate investors are yield obsessed. Our core valuation metric, Cap Rate, is literally unlevered yield on purchase price. I have gotten a few questions on the difference between

John Hayward

Doc_0

Panic has always been a valuable political resource, but 2020 was the year our ruling class perfected the art of harvesting it, renewing it, and refining it to weapons-grade purity.

Anna Stansbury

annastansbury

CBO forecasts are out.Some early reports have suggested the CBO forecast revisions are cause for optimism. Not so fast!My key takeaway: Forecasts have been upgraded from a *catastrophically* slow recovery

Stuart MaskDonald

travelfish

Maybe is just the hotels I stay in, but there’s a disconnect between govts/tourism boards floating 14-day hotel quarantine for inbounds like it’s no big deal & the reality of

Julian Jessop

julianHjessop

FWIW, I’m relatively relaxed about the fiscal costs of #Covid: borrowing will drop sharply as the economy recovers, the #debt burden is manageable, and there’s no need for #austerity to

Roc

TheRocsWorld

Secrets from Corp America:A job is a liability, like any other resource used to create a good or service; Cost Of Goods Sold.As with any COGS, firms actively look to

Ryan Henderson

CCM_Ryan

You might want a cup of coffee for this one.Today we’re talking nCino $NCNO& I’ll try to explain why an EV/Sales of 42.7x might not be as bad as it

Raphael van Lierop

RaphLife

We've been doing a lot of interviewing interviewing at @HinterlandGames lately and here are some general thoughts/observations that may or may not be useful to anyone who is currently looking

Brandon McGinley

brandonmcg

Let’s grant that Cuties is a genuine attempt to grapple with the no-win clash between patriarchal traditionalism and a modern sexualization of girls that is itself a result of patriarchy.

Stephanie Ruhle

SRuhle

THREAD: Fueled by big box stores raking in profits, the S&P 500 has closed setting a new record high.The previous high was in February, before the US experienced any economic

Ubaka Ogbogu

UbakaOgbogu

I'll say it again: people who hate government should not govern. Government is not and should never be a means of protecting and perpetuating personal fiefdoms. There has to be

Colin Grabow

cpgrabow

"The overall project cost, inclusive of construction and commissioning and excluding financing costs, is estimated to be around $500 million...Construction and financing costs will not impact Dominion Energy Virginia's customers

Davenant 📸

MarcDavenant

So the parcel we sent to Poland in December for £18 via DPD now costs £145 to send. Well done Brexiters. Sending parcels to family in Poland has been a

Richard Geldreich

richgel999

Licensing software, especially to the video game industry, isn't sustainable unless you stay extremely small. Even then you will just survive. The only way to thrive and be sustainable long

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