#Margins

My biggest position is Calnex #CLX. Background: it provides devices to telecom operators like Verizon. Verizon uses these devices to make sure their telecom systems can deal with the huge
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Top flipping strategies.How to approach reselling and dominate.// THREAD // 1. Quick FlipThis is a classic.First to market items fit this agenda.When the supply is lower than the demand, you
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During my Instagram Live talk this morning, someone asked abt the religious situation in late antique/early Islamic Central Asia & I mentioned this guy’s coins & their mixed religious iconography.
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It's probably not too surprising, but it's still striking how much US & UK politics have mirrored each other the last 40 years: laissez-faire with Reagan & Thatcher, Third Way-ism
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The different outcomes for FB and Google in Australia related to the country's impending news publishing law underscore the fundamental differences between their operating models that any successful regulatory treatment
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Happy Feast of Our Lady of #Lourdes! Do you know the story of Our Lady appearing to St. Bernadette Soubirous in 1858? It's a beautiful story of Mary appearing to
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Cowen is out with a great report on Amazon's ad business that's worthy of thread (This was based on a survey of ~50 large ad agencies - @retailgeek would appropriately
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I often hear the argument: Bitcoin mining is wasting enormous amounts of energy. Bitcoin mining uses about the same amount of energy as a small country and that is fine!Time
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Today is the 30th Anniversary of the first time I presented as myself in public when my best friend and I attended the WayOut in Knightsbridge. The atmosphere was nice
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How to utilise quantity bundles to increase your AOV on your ecom store (the more quantity the customer buys, the cheaper price-per-unit they receive)(THREAD) Take this exampleSay your COGS is
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COVID opened up a whole new world to some. Most cried “woo is me” while others stepped up and started online businesses. 2021 is going to be the year CaaS
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THREAD $MSFT Tech Bubble ReviewAt the end of 1999, MSFT was the biggest company in the world with a market cap of $580bn. 12 months later, the stock would be
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As a grad student, I was "warned" about the professional "consequences" of "going public" with my research findings...as though having respected/rigorous research was incompatible with public-facing work. This
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The risk of a huge shift towards absentee voting isn’t fraud that hurts the GOP. It’s administrative dysfunction & voter inexperience that leads to millions of (disproportionately Dem) ballots not
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How's Brexit going, my colleagues asked. Rotting fish and long-term doubt for many companies as to whether any of this is viable.https://edition.cnn.com/2021/01/23/business/brexit-business-intl-gbr/index.html Despite the government'
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The Georgia Republican Party sent another letter to Republican Secretary of State Brad Raffensperger today expressing concerns with the risk-limiting audit process. It includes several factual inaccuracies+misunderstanding about how the
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