Offshore
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Bread Crumbs Research
HOW TO GET RICH | https://t.co/q2WmpjdeQN h/t @jtkoster https://t.co/fg7Eptam6T
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HOW TO GET RICH | https://t.co/q2WmpjdeQN h/t @jtkoster https://t.co/fg7Eptam6T
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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
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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…