#Optionality

BlueToothDDS

BlueToothDDS

More thoughts on $FISV, digging into the Payments & Network segment (~40% of FISV revenue)TLDR: Lots of moving parts but this is where the most synergies and growth optionality can

Professor Kalkyl

Prof_Kalkyl

1/x Since I promised a few investors outside Sweden/Nordics to look deeper into $CDON, with my negative customer biases aside, here's a short thread;Let's first go through the negatives 2/x

Calvin Liu

cjliu49

1/ 2021 and beyond:DeFi enters “1-to-N” scaling phase (vs “0-to-1” invention phase). Most of the fattest protocols are built. Credit Expansion, Yield Income, and Trading are the pillars of DeFi

10-K Diver

10kdiver

1/Get a cup of coffee.In this thread, I'll help you understand the basics of Binomial Thinking.The future is always uncertain. There are many different ways it can unfold -- some

Mj

manas_saloi

A lot of people on Twitter have really strong opinions about grad degrees (MBA or MS). If you are a 25-year-old PM thinking about whether to do an MBA or

oliver brrruce

oliverbruce

Why should you be paying attention to #micromobility? Because it represents a fundamental rethink of transport as we've known it. I presented at the @motnz yesterday about this very topic.

Dollars and Sense

up_totheright

$APPS - A mobile powerhouse and CTV Darkhorse A thread of one of our top holdings with earnings up this week OverviewDigital Turbine provides their Ignite platform to mobile operators

WasabiBoat Research 🍣

wasabiboat420

Good evening frens, Let's talk pink ducks... In this thread, I am going to back waaaaay up and assume you nothing about DeFi or the @unitprotocol project. ...because, let's face

Ram Bhupatiraju

RamBhupatiraju

"The Millennial Consumer Index" - My picks for a DJIA style 30 stock Index with Co.'s that best serve that demographic.Fellow Millennials, What would be some of your picks?@richard_chu97 @saxena_puru

10-K Diver

10kdiver

1/Get a cup of coffee.In this thread, I'll help you understand the calculations that go into mortgages.This can help you take intelligent financial decisions -- how big a mortgage to

eric boroian

eboroian

(1/n) Have been seeing quite a few of these types of questions recently: what stocks would you never sell? To me, that begs the question: what would you need to

MOAT Investing

InvestingMoat

$EGLX has already gone to the Moon But we think it can go to Mars Brief DD ** Target Price at the end of the thread**@GetBenchmarkCo @WeAreEnthusiast @wycapital

Shefaly Yogendra, PhD

shefaly

In these first two days of #RWRI14/ #RWRI my key takeaways relate to avoidance of ruin, #risk layering, dynamic assessment of risk, and fat tail risk awareness.For us practitioners, these

Eric Knight Hornung 📍

ekhornung

The Podcast Wars are underhypedNo one owns audio; everyone wants to.Who is winning the war?What's next for the podcast space?Is it too late to start a podcast? Two years ago,

Andy

bizalmanac

1/ In their 2019 paper, Complexity Investing, NZS suggests that, “products, services…can be optimized for RESILIENCE…cash generative businesses that...fund a series of OPTIONAL investments…” Thermo Fisher, $TMO, epitomizes this st

Ramneek Kundra

iramneek

26/n…The worst case: Jio goes to zero, it negatively impacts FB’s marketcap by 0.90%. The prevalence of WhatsApp in India is unlike any other I’ve seen. WhatsApp to India is

By continuing to use the site, you are consenting to the use of cookies as explained in our Cookie Policy to improve your experience.