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Lyall Taylor
LT3000Lyall
Australian iron ore producer Fortescue (FMG AU) is a great example of how value investing often works in practice. In 2018 the stock was trading for A$4. It was cheap
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beyond mental models
beyond_mental
1/ Specialty cnsmr ingredient (SCI) cos r prt of an oligopolistic mkt wid ~$90bn TAM grwing @ 4%-5%.SCI stks hv bn lng-trm compounders - outper4mng chem. peers, S&P 500, &
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Will Lawrence
will_lawrenceTO
If you:1. Manage a cross-functional team2. Want to jump to a new role (ex. Ops -> PM)3. Don't know what some of your teammates do Here are profiles of the
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Gemma Doyle
gemmacdoyle
I have something to say about milk. These anti milk adverts are making me angry, particularly the ones about ‘talk to your dad’. I finally worked out why 1/8 My
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Patrick
Patrick_Invests
$SPLK While the ticker is still hot, I reread the brilliant (hindsight is great) UBS sell call from late October. A couple of key quotes related to competitive positioning and
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Tom
thinking_stocks
Last week in their Q4 FY20 earnings $DDOG showed continued reacceleration as its underlying growth rate returns to pre-pandemic levelsReporting +56% growth YoY, Q2's result continues to weigh on $DDOG
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Annearchy
_peterpanne
psst... if you've cast a show, you have hiring experience. If you've stage-managed you've scheduled, managed, and led team meetings to finish deadlines. If you've designed you have experience taking
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Kieran 🚀 2021 goal: Build a SaaS with #nocode
nocodelife
For the past couple of months @kevinmgalang and I have been working on a no-code SaaS called Community Copilot.The problem: Building an online community is hard. Community platforms are mainly
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Se₿
Bitcoin143
1/5) So I did a little digging and I put some puzzle pieces together for everyone following the @DigitalBitsOrg( $XDB) & the @zytarahq news today ( Congratulations on finally coming
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Grace Ellis
gracecellis
I gave a talk for my local library @columbuslibrary today (thanks again!), and in order to best explain how comics get made, I enlisted some friends to help, and so:How
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James 🤓
fromclicktosale
The Secret To Affiliate MarketingAffiliate marketing is talked about in every corner of the internet.Can there even be any more secrets left to share?Get ready... THREAD TIME Overview:There are
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Jonathan Bowman
UXDJB
I’ve seen many companies think about UX late. Then attempt to fix it. Not understanding that the problem stemmed from something even more important in the stage of awareness of
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KD
kunledee
A few thoughts on the new PMS price announced by PPMC Nov 11, 2020. PPMC published a memo indicating an increase in PMS, eff. Nov 13:• Ex-depot (with collection): N155.17 •
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Rogue ThinkGeek
timmystacobar
So the short version is this:GME wanted to get into collectibles in a big way. They had a successful test with ZiNG Pop Culture, an Australian company, and the plan
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Nichole Powell
nicholempowell
We launched SMS for @wearekinfield today and... holy sh*t why didn't we do this sooner. Here's how we launched + some observations so far: I didn't want to launch
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Samuel Eckmann
samuel_eckmann
You probably heard of principal component analysis (PCA) as a powerful tool for dimensionality reduction, but did you know that neurons might perform PCA via Hebbian plasticity? (1/6) Assume a
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