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Capital Compound
CapitalCompoun2
1/ The convexity of growth multiples relative to the compression of the the 10yr is something worth understanding, as it contextualizes the rise of GARPy stocks (think 3ish% FCF yield,
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Consequence is no coincidence
BlueSteelDC
Call me a centrist if you must. But I believe: 1. Climate change is an existential threat 2. No human being is illegal3. Healthcare is a human right 4. Your
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Matteo Maggiori
m_maggiori
A thread on US debt levels and its risks. The debt stock is high, rates are low. Was low debt pre 2007 an inefficient waste of fiscal space? Or should
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FAHEEM
Qalanadar2
Small Thread on Naseem Shah's Performance in tests so far Naseem Shah Performances in Tests by innings:1st innings : 2nd innings :Overs : 152
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RS1 Financial Advisor
nahcmo
Rosé solo is coming? Dubious financial advice on how to raise funds for RS1 — a thread. When the preorder link drops liquidate and withdraw from your RRSP, 401(k), or
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Taylor W. 🌸 1312 🌺 Looking for Canada Workpermit
etherealhowler
Part of the Trump phenomenon isnt just white supremacy even though that obviously a big portion, its this culture of being anti-empath. The “triggered”, special snowflake, trolling, anti-social justice rhetoric
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Raquel Peixoto
peixotors
*IMPORTANT* As the field grows basic concepts need to be highlighted. Validated placebos, in any probiotic study in the literature, for any organism, are the absence of living cells. Heat-killed
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Samuel West
exitthelemming
My career in UK regional theatre is fairly typical. In the last month, theatres where I did my first job (Birmingham), my second job (Manchester), directed my last but one
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autumn
maxcapacity_
yknow, i think part of the reason cyberpunk 2077 fails even as a basic cyberpunk genre game is because the sort of neon dystopian future of cyberpunk that we've seen
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Peter Daszak
PeterDaszak
.@WHO Scientific Director @doctorsoumya kicks off Day 2 of the @rd_blueprint mtg. We're going to hear about what the key research goals for COVID are over the next 6-12 months.
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Ritesh
riteshwriter
Maybe the best part of Peter Cannon: Thunderbolt, that which isn't talked as much, is that it asks its readership, but esp critics, to put *just* as much critical thought/energy
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Danny Cevallos
CevallosLaw
1] A possible Trump "self" and "family" pardon workaround to look out for: he could try to pardon any and all identified/unidentified suspects in connection with (just an example) "the
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The Claremont Run
ClaremontRun
Strangely, one of the contributing factors to Claremont’s departure was Marvel’s initial public offering of 40% of shares in the company in 1991, a long-percolating business strategy that radically reconfigured
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Raoul Pal
RaoulGMI
Ok, looks like I need to explain this tweet...https://twitter.com/RaoulGMI/status/1347316138062053376 Its just a thought but...Let's say there is a $100bn of institutional money ready to come into BTC in the next
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mads ☭
maddibrennanx
i’ve not spoken up about this except to my close friends but i feel like it’s always good to be open. four times this year, i’ve been in hospital for
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Vitor Constâncio
VMRConstancio
I participated in a webinar organised by the CFA Institute and CFA Society Portugal. My panel was about "Ensuring financial stability in Covid-19 times: what is the role of regulators
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