Offshore
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Ethan Mollick
"Social science is entering a golden age."
The argument for optimism in a set of academic fields that tends towards self-criticism: as interdisciplinary work grows & new tools and data abound, we can help solve vital, hard problems by working together. https://t.co/A7FZvsPfdf https://t.co/xFP615PHop
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"Social science is entering a golden age."
The argument for optimism in a set of academic fields that tends towards self-criticism: as interdisciplinary work grows & new tools and data abound, we can help solve vital, hard problems by working together. https://t.co/A7FZvsPfdf https://t.co/xFP615PHop
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Jim OShaughnessy
Thanks for this thread @MathiasSundin, loved chatting with you and excited about what's next, cheers https://t.co/eLLXDAVQO5
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Thanks for this thread @MathiasSundin, loved chatting with you and excited about what's next, cheers https://t.co/eLLXDAVQO5
“Pessimists sound smart – optimists make money”
What is the biggest opportunity of our time?
👇 🧵 A thread with the best takeaways from legendary Wall Street investor, @jposhaughnessy. https://t.co/ZDwqtjOfEd - Mathias Sundintweet
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“Pessimists sound smart – optimists make money”
What is the biggest opportunity of our time?
👇 🧵 A thread with the best takeaways from legendary Wall Street investor, @jposhaughnessy.
What is the biggest opportunity of our time?
👇 🧵 A thread with the best takeaways from legendary Wall Street investor, @jposhaughnessy.
Offshore
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Ramneek
RT @komrade_kapital: Hello fintwit
I am looking for a buyside role. Anon CV is below
I’d greatly appreciate if you can share or pass along to anyone that might be interested. Thank you in advance.
https://t.co/RPCeqbxd5y is my new blog, I should have my 1st pitch up by the end of the week. https://t.co/iTBtCntTD0
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RT @komrade_kapital: Hello fintwit
I am looking for a buyside role. Anon CV is below
I’d greatly appreciate if you can share or pass along to anyone that might be interested. Thank you in advance.
https://t.co/RPCeqbxd5y is my new blog, I should have my 1st pitch up by the end of the week. https://t.co/iTBtCntTD0
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Offshore
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Morning Brew ☕️
"how are you liking the new job? what's your title again?" https://t.co/4t7Oe4mqBF
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"how are you liking the new job? what's your title again?" https://t.co/4t7Oe4mqBF
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Offshore
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andy
Interesting shift in ease of entrance into wallboard industry - coal plant byproduct could be feedstock, but that supply now limited/decreasing.
Limited public ways to play, all within larger diversified businesses now https://t.co/BZLOkd2M3v
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Interesting shift in ease of entrance into wallboard industry - coal plant byproduct could be feedstock, but that supply now limited/decreasing.
Limited public ways to play, all within larger diversified businesses now https://t.co/BZLOkd2M3v
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Morning Brew ☕️
Salman Rushdie is “on the road to recovery.” One day after being stabbed, the acclaimed author was taken off of a ventilator and was able to speak, his agent said.
The man accused of stabbing him, a 24-year-old from New Jersey, has been charged with attempted murder and assault.
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Salman Rushdie is “on the road to recovery.” One day after being stabbed, the acclaimed author was taken off of a ventilator and was able to speak, his agent said.
The man accused of stabbing him, a 24-year-old from New Jersey, has been charged with attempted murder and assault.
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andy
$avnt get 10x EBITDA headline for the distribution business, but really 8x with tax leakage.
$750m for $93m of US generated capital light EBITDA ($1m capex 2021)...selling this thing for 11x earnings.
Buying another biz with more capex for 12x ebitda and intl risk https://t.co/fgNkXW7MFf
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$avnt get 10x EBITDA headline for the distribution business, but really 8x with tax leakage.
$750m for $93m of US generated capital light EBITDA ($1m capex 2021)...selling this thing for 11x earnings.
Buying another biz with more capex for 12x ebitda and intl risk https://t.co/fgNkXW7MFf
Cap allocation at Avient $AVNT is pretty disappointing. CEO textbook agency cost empire builder who has built up large shareholding (~$50m) solely through grants.
Buying Dyneema at 12x EBITDA w/few synergies - excluding Clariant he has a poor track record of acquisitions
1/n https://t.co/Fw28JuRyOf - andytweet
Twitter
Cap allocation at Avient $AVNT is pretty disappointing. CEO textbook agency cost empire builder who has built up large shareholding (~$50m) solely through grants.
Buying Dyneema at 12x EBITDA w/few synergies - excluding Clariant he has a poor track record…
Buying Dyneema at 12x EBITDA w/few synergies - excluding Clariant he has a poor track record…
Offshore
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Morning Brew ☕️
RT @LearningBrew: Do you want to learn about your options to advance your career, even through the looming recession?
We're in the running to talk about alternatives to traditional education at SXSW, but we need your help. Vote below to get @eduversequeen to Austin!
https://t.co/v06J6D3V8I
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RT @LearningBrew: Do you want to learn about your options to advance your career, even through the looming recession?
We're in the running to talk about alternatives to traditional education at SXSW, but we need your help. Vote below to get @eduversequeen to Austin!
https://t.co/v06J6D3V8I
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