MastersInvest.com
RT @CharlieHuggins_: "Of all the lessons I learned in that first year running prime time, the need to be comfortable with failure was the most profound."
Bob Iger (former Disney CEO)
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RT @CharlieHuggins_: "Of all the lessons I learned in that first year running prime time, the need to be comfortable with failure was the most profound."
Bob Iger (former Disney CEO)
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MastersInvest.com
RT @chriswmayer: "So, what advice would I give to someone with $1 million to invest?" His answer is in this essay , which I highly recommend (4/4):
https://t.co/9w20MO56Dj
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RT @chriswmayer: "So, what advice would I give to someone with $1 million to invest?" His answer is in this essay , which I highly recommend (4/4):
https://t.co/9w20MO56Dj
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MastersInvest.com
RT @TCII_Blog: In 1983, McDonalds $MCD served its 45th billion burger. Since then, the stock has risen from $2 to $262. Many businesses that appear unfathomably large are just getting their compounding started. I say, buy, hold, and enjoy the rewards.
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RT @TCII_Blog: In 1983, McDonalds $MCD served its 45th billion burger. Since then, the stock has risen from $2 to $262. Many businesses that appear unfathomably large are just getting their compounding started. I say, buy, hold, and enjoy the rewards.
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Mostly Borrowed Ideas
In 1H'22
Google Cloud revenue as % of AWS revenue: 32%
Google Cloud opex as % of AWS opex: 54%
What could be the reasons for margin to be structurally different? Or can margins converge over time?
(I know Google cloud includes Workspace, so not quite apple-to-apple with AWS)
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In 1H'22
Google Cloud revenue as % of AWS revenue: 32%
Google Cloud opex as % of AWS opex: 54%
What could be the reasons for margin to be structurally different? Or can margins converge over time?
(I know Google cloud includes Workspace, so not quite apple-to-apple with AWS)
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Offshore
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Mostly Borrowed Ideas
Google Cloud* vs AWS
$GOOG $AMZN
*Not to confuse with GCP since Google Cloud includes Google Workspace https://t.co/u5hrG4yDh6
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Google Cloud* vs AWS
$GOOG $AMZN
*Not to confuse with GCP since Google Cloud includes Google Workspace https://t.co/u5hrG4yDh6
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Special Situations 🌐 Research Newsletter (Jay)
RT @RosannaTrades: @SpecialSitsNews @trading4degen @inside_finance Love hearing your voice of reason Jay. You are one of my favorite macro people on here. Agree with your perspective. 💫
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RT @RosannaTrades: @SpecialSitsNews @trading4degen @inside_finance Love hearing your voice of reason Jay. You are one of my favorite macro people on here. Agree with your perspective. 💫
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Offshore
GIF
Jim OShaughnessy
Like Hemmingway going bankrupt:
“How did you go bankrupt?"
Two ways. Gradually, then suddenly.” https://t.co/eD8QJ86zIw https://t.co/bTT6gvetco
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Like Hemmingway going bankrupt:
“How did you go bankrupt?"
Two ways. Gradually, then suddenly.” https://t.co/eD8QJ86zIw https://t.co/bTT6gvetco
Extreme @jposhaughnessy tag https://t.co/MYhZLZu9bE - Dan McMurtrietweet
Offshore
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Ethan Mollick
The right model for drug development might be venture capital. This paper shows that drug companies avoid pursuing novel & breakthrough drugs as the risks of failure are too high.
But a $15B fund investing in a portfolio of more risky drugs could earn returns and push research. https://t.co/2JIgOdIXdf
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The right model for drug development might be venture capital. This paper shows that drug companies avoid pursuing novel & breakthrough drugs as the risks of failure are too high.
But a $15B fund investing in a portfolio of more risky drugs could earn returns and push research. https://t.co/2JIgOdIXdf
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Jim OShaughnessy
Damn! I almost missed this.
Greetings and Salutations to my sinister brothers and sisters! 🤛🏻 https://t.co/RmryJabcJU
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Damn! I almost missed this.
Greetings and Salutations to my sinister brothers and sisters! 🤛🏻 https://t.co/RmryJabcJU
August 13th is International Left Handers Day - UberFactstweet
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August 13th is International Left Handers Day