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Compounding Capital
$TMUS 5G Home Internet now available in 121M homes according to Broadband Now.
That's basically a nationwide overbuilder. https://t.co/xY4O8buyhR https://t.co/rL2JPaXqGw
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$TMUS 5G Home Internet now available in 121M homes according to Broadband Now.
That's basically a nationwide overbuilder. https://t.co/xY4O8buyhR https://t.co/rL2JPaXqGw
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 - Compounding Capitaltweet
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Ethan Mollick
There are about 14 dead people in human history for every living one. About 6.7% of all humans who ever lived are alive today.
If Facebook has stopped growing, dead users will outnumber the living in 2060.
If it resumes growth, dead users will outnumber the living in 2100. https://t.co/J95SrCSjPl
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There are about 14 dead people in human history for every living one. About 6.7% of all humans who ever lived are alive today.
If Facebook has stopped growing, dead users will outnumber the living in 2060.
If it resumes growth, dead users will outnumber the living in 2100. https://t.co/J95SrCSjPl
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Paul Graham
Make something you yourself want. https://t.co/CKTQQ5HmNJ
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Make something you yourself want. https://t.co/CKTQQ5HmNJ
When we first purchased carbon offsets for @Segment back in 2015 I was super frustrated how opaque the outcome was. Now at Charm we get to flip the script 🤓 with a ton (har har) more detailed transparency… an industry-first! https://t.co/Cp0jQNsO9C - Peter Reinhardttweet
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Kai Wu
RT @RealVision: “You have to approach this market (#crypto) the same way a VC would...”
@ckaiwu tells @moritzseibert about his value based investment strategy in the crypto market. https://t.co/WkSlZTgihm
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RT @RealVision: “You have to approach this market (#crypto) the same way a VC would...”
@ckaiwu tells @moritzseibert about his value based investment strategy in the crypto market. https://t.co/WkSlZTgihm
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Special Situations 🌐 Research Newsletter (Jay)
Vitol Group, the world’s largest independent oil trading company, posted a record profit of $4.2 billion last year as it benefited from soaring energy prices.
Those earnings allowed it to hand a record $3B to its execs & senior staff through share buybacks during course of yr https://t.co/LXDvyjBhE2
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Vitol Group, the world’s largest independent oil trading company, posted a record profit of $4.2 billion last year as it benefited from soaring energy prices.
Those earnings allowed it to hand a record $3B to its execs & senior staff through share buybacks during course of yr https://t.co/LXDvyjBhE2
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Paul Graham
RT @OurWorldInData: Social connections are one of the most important factors for your happiness and health. https://t.co/Ysu0fe76vi
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RT @OurWorldInData: Social connections are one of the most important factors for your happiness and health. https://t.co/Ysu0fe76vi
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Offshore
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Morning Brew ☕️
RT @bizcasualpod: Often times national news overlooks South Asian stories because their community only makes up 1% of the U.S. population.
@bethejuggernaut founder and CEO @snigdhasur joined @NoraKAli this week to detail the importance of reclaiming those stories.
Presented by @RealVision. https://t.co/fvyeDZuhYU
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RT @bizcasualpod: Often times national news overlooks South Asian stories because their community only makes up 1% of the U.S. population.
@bethejuggernaut founder and CEO @snigdhasur joined @NoraKAli this week to detail the importance of reclaiming those stories.
Presented by @RealVision. https://t.co/fvyeDZuhYU
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Offshore
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Morning Brew ☕️
RT @ImpostersMB: In the 2016 presidential primary, Governor @JohnKasich suffered his biggest professional loss against then candidate, Donald Trump.
He tells the story and shares his experience with @businessbarista on our latest episode.
Presented by @lincolnfingroup. https://t.co/f9pqE2PuGI
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RT @ImpostersMB: In the 2016 presidential primary, Governor @JohnKasich suffered his biggest professional loss against then candidate, Donald Trump.
He tells the story and shares his experience with @businessbarista on our latest episode.
Presented by @lincolnfingroup. https://t.co/f9pqE2PuGI
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Special Situations 🌐 Research Newsletter (Jay)
1/ Government's haven't learned: Mexico’s programs and subsidies to tame inflation will cost the country almost 575 billion pesos ($28 billion) this year as the government tries to cap inflation that has spiked to the highest in over 21 years.
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1/ Government's haven't learned: Mexico’s programs and subsidies to tame inflation will cost the country almost 575 billion pesos ($28 billion) this year as the government tries to cap inflation that has spiked to the highest in over 21 years.
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