#Decline

Sam Rosati

Sam_Rosati

2020 has been constant reminder that SMB M&A is hard. Had 2 nasty busted deals over the summer...#1: industry focused test prep company, under LOI pre-covid, amazing FCF economics, reasonable

Arun - Eighty Twenty Investor

arun_kumar_r

While building any asset allocation framework, it is important to understand that these are not precise timing tools and can only reduce 'controllable' risks. As the models can’t precisely time

Thucydides

DThucydides

The problem with Marxists/communists (whatever they call themselves) is and always has been that they actually have quite good analysis of the relationship between Labour and capital and the problems

Big Ben Myers 🐂✒️

benmyers29

I haven’t been writing Twitter threads lately, but I felt like weighing in on the current market. From the data I am seeing and the anecdotal comments from Realtors, demand

Lydia Morrish

lydmorrish

I received one of the many NHS Covid-19 vaccine scams in my email inbox today and I almost fell for it.Even though I report on misinformation, I found it convincing

Phil Magness

PhilWMagness

Quick primer re. the "it's the virus, not the lockdowns" argument:1. All 50 states had an identically timed drop in economic activity in March. Yes, that was the virus.2. By

Theo Sanderson

theosanderson

1/ A sense of why, even if cases aren't rising, more restrictions may be needed outside tier 4. Here is a simple model of a region that starts off in

Senator Pat Toomey

SenToomey

A fundamental, defining feature of a democratic republic is the right of the people to elect their own leaders. The effort by Sens. Hawley, Cruz, and others to overturn the

Prof Shamika Ravi

ShamikaRavi

#COVID19India #DailyUpdate Active cases continue to decline steadily in India (black) - while it surges across Europe, US and some Asian countries (S Korea, Japan). COVID death rate per million

Nick F.

NCFranklin

One of my MAJs goes home early, takes stuff via Teams so his spouse can study and get help w kids. He just asked if he could come out of

Kayla

kaylapop_

Do folks know how devastating US-NATO influence has been in Ukraine since the 2014 EuroMaidan? How both Democrats and Republicans, including President-elect Joe Biden, propped up oligarchs and neo-nazis? EuroMaidan

Koshiek Karan

iamkoshiek

Property stokvels, EasyProperties, should I buy an excavator or a house? If you need to make sense of everything and avoid entanglement, this is for you [Thread] Fractionalisation is carving

Holly, post-apocalypse elf.

hollymathnerd

THE IMPLICIT ASSOCIATION TEST: I can't sleep, so imma teach you all how to game it. I had to take it so many times during college that I figured out

Lewis Goodall

lewis_goodall

Looking through @ONS data on European deaths, it is v clear how poor the performance in England (and to a slightly lesser extent across GB) really is. Note the excess

Brian Leversee

Brian_Leversee

(1) I understand leading by loving and protecting your congregation, honoring God given authority, and proceeding cautiously when you have little to no info. However, as we see this COVID

Jeremy Hunt

Jeremy_Hunt

Why lockdown isn’t working fast enough and what we should do next: a thread..... Not just borders and monitoring new strains, but time to fix the biggest flaw in our

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