Paul Graham
RT @Kasparov63: As I’ve said countless times, Putin is a poker player, a bluffer. He can’t believe his luck in having opponents who keep folding their cards against his weak hand. You can understand how he’s grown so ambitious.
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RT @Kasparov63: As I’ve said countless times, Putin is a poker player, a bluffer. He can’t believe his luck in having opponents who keep folding their cards against his weak hand. You can understand how he’s grown so ambitious.
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MastersInvest.com
“As a youthful analyst I used to have a notice on my desk that read, ‘share prices are more volatile than corporate cash flow, which is more volatile than asset replacement cost.’ It was a reminder to concentrate on non-transitory items..." Nick Sleep
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“As a youthful analyst I used to have a notice on my desk that read, ‘share prices are more volatile than corporate cash flow, which is more volatile than asset replacement cost.’ It was a reminder to concentrate on non-transitory items..." Nick Sleep
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MastersInvest.com
"Wall Street never changes, the pockets change, the suckers change, the stocks change, but Wall Street never changes, because human nature never changes." Jesse Livermore
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"Wall Street never changes, the pockets change, the suckers change, the stocks change, but Wall Street never changes, because human nature never changes." Jesse Livermore
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Offshore
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Jim OShaughnessy
🚨New episode of @InfiniteL88ps is up🚨
A multilayered conversation with @JohnathanBi on René Girard, mimetic desire, and modernity. We cover mimesis in asset valuation; Nietzsche's will of power and
Is delusion bad?
Also🤔: do emotions explain mkts?
https://t.co/xaTdRCtwuM
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🚨New episode of @InfiniteL88ps is up🚨
A multilayered conversation with @JohnathanBi on René Girard, mimetic desire, and modernity. We cover mimesis in asset valuation; Nietzsche's will of power and
Is delusion bad?
Also🤔: do emotions explain mkts?
https://t.co/xaTdRCtwuM
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Offshore
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Rob Briner
RT @ucu: 🚨QMUL UPDATE🚨
In response to vindictive pay deductions by management at @QMUL, UCU's fighting fund has been extended to cover all those impacted
Our union will not allow our members to be bullied and pushed into financial hardship
A message from @DrJoGrady 👇 https://t.co/2qrNFDOmAj
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RT @ucu: 🚨QMUL UPDATE🚨
In response to vindictive pay deductions by management at @QMUL, UCU's fighting fund has been extended to cover all those impacted
Our union will not allow our members to be bullied and pushed into financial hardship
A message from @DrJoGrady 👇 https://t.co/2qrNFDOmAj
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Offshore
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Ramneek
"Goldman Sachs sees worldwide streaming subscriptions growing by 10%/year to 1.3bn. Pershing Square, who owns 10% of Universal, expects more like 14%." ~@scuttleblurb
https://t.co/IknGkj6duK
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"Goldman Sachs sees worldwide streaming subscriptions growing by 10%/year to 1.3bn. Pershing Square, who owns 10% of Universal, expects more like 14%." ~@scuttleblurb
https://t.co/IknGkj6duK
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Special Situations 🌐 Research Newsletter (Jay)
U.S. COVID update: Nearly 230,000 new cases
- New cases: 227,983
- Average: 132,691 (+8,142)
- States reporting: 34/50
- In hospital: 44,359 (+824)
- In ICU: 4,955 (+126)
- New deaths: 714
- Average: 432 (+65)
$JNJ $PFE $MRNA $NVAX
Thx @ColossusBIO
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U.S. COVID update: Nearly 230,000 new cases
- New cases: 227,983
- Average: 132,691 (+8,142)
- States reporting: 34/50
- In hospital: 44,359 (+824)
- In ICU: 4,955 (+126)
- New deaths: 714
- Average: 432 (+65)
$JNJ $PFE $MRNA $NVAX
Thx @ColossusBIO
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Ramneek
RT @amazonholder1: An In Depth Preview Of $AMZN Earnings Today And What I expect.
Bad Numbers, Better Guidance
🧵🧵🧵
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RT @amazonholder1: An In Depth Preview Of $AMZN Earnings Today And What I expect.
Bad Numbers, Better Guidance
🧵🧵🧵
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Compounding Capital
With $CMCSA (and likely $CHTR) now seeing declining broadband net adds, it’s clear FWA is real competitive threat. Fiber still to come.
CHTR running 4.5x leverage to maintain dilutive repo looks more dangerous by the quarter. https://t.co/ezIBrTG6dU
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With $CMCSA (and likely $CHTR) now seeing declining broadband net adds, it’s clear FWA is real competitive threat. Fiber still to come.
CHTR running 4.5x leverage to maintain dilutive repo looks more dangerous by the quarter. https://t.co/ezIBrTG6dU
Combined, $VZ and $TMUS saw 816K FWA net adds in Q2 '22.
In Q2 '19, $CMCSA and $CHTR saw 467K broadband net adds.
Harder and harder to ignore FWA as growing competitive threat for cable.
Yes there are spectrum capacity constraints for FWA and px/GB is way lower vs. mobile. https://t.co/sQDI0qoqqA https://t.co/wRND6MGHwN - Compounding Capitaltweet
Twitter
Combined, $VZ and $TMUS saw 816K FWA net adds in Q2 '22.
In Q2 '19, $CMCSA and $CHTR saw 467K broadband net adds.
Harder and harder to ignore FWA as growing competitive threat for cable.
Yes there are spectrum capacity constraints for FWA and px/GB is…
In Q2 '19, $CMCSA and $CHTR saw 467K broadband net adds.
Harder and harder to ignore FWA as growing competitive threat for cable.
Yes there are spectrum capacity constraints for FWA and px/GB is…
Alex Brogan
RT @KurtisHanni: Once a business starts making money, the next question is:
What do I do with my profits?
Let’s dive in:
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RT @KurtisHanni: Once a business starts making money, the next question is:
What do I do with my profits?
Let’s dive in:
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Jim OShaughnessy
If every other human died tomorrow, you might go nuts and live in a mansion and drive a lambo; but, soon, you'd realize a house and car that are easy to maintain were better.
We often don't realize how much we do is to impress other people, not ourselves. @JohnathanBi explains https://t.co/LRq3LwhI9z
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If every other human died tomorrow, you might go nuts and live in a mansion and drive a lambo; but, soon, you'd realize a house and car that are easy to maintain were better.
We often don't realize how much we do is to impress other people, not ourselves. @JohnathanBi explains https://t.co/LRq3LwhI9z
Our new episode with @JohnathanBi is now live!
We discuss:
👴Becoming pessimistic with age
📉Girard’s apocalyptic predictions
🧪Science becoming dictatorial
🌫️Physical vs. metaphysical desires
💱Mimesis in asset valuation
♾And MUCH more!
Here's a sneak-peek: https://t.co/CMxAKw7sZT - Infinite Loops 🎙tweet
Twitter
If every other human died tomorrow, you might go nuts and live in a mansion and drive a lambo; but, soon, you'd realize a house and car that are easy to maintain were better.
We often don't realize how much we do is to impress other people, not ourselves.…
We often don't realize how much we do is to impress other people, not ourselves.…