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abhishek
abhishec_s
On Valuing BanksApproximate MCAP/Deposits (adj. for subs):AUBANK: 98%Kotak: 90% HDFC: 58%ICICI: 30%IndusInd: 28%IDFCFIRST: 28%Axis: 25%RBL: 19% Federal: 7%SBI: 6% 1/ For banks first assess the strength of the liability franchise.
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Megan Rose Ruiz
meganroseruiz
So! I gave a bunch of portfolio reviews for the CalArts portfolio day yesterday. I thought it would be helpful to write out some of the feedback I felt like
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Jambavan
SirJambavan
Some thoughts on Arnab episode. Nothing I have not voiced before.In any high profile case, it is generally a safe assumption that the players are rational. They understand the push
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Jessica Valenti
JessicaValenti
Young people on TikTok are the only thing making this day bearable A true delight The activism! The innovation! Revamping a 2016 classic I live on TikTok now
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JUSTICE TIME
JUSTICETIME7
There is a CALL TO ACTION to Patriots and #DigitalSoldiers from @GenFlynn @LLinWood and @SidneyPowell1. We have to break out of echo-chambers and also break INTO the battle for GEORGIA.
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Andrew L. Seidel
AndrewLSeidel
Christian Hercules is way off here.The Supreme Court did not determine or declare that we're a Christian nation. It said so in dicta: an unimportant aside not relevant to the
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Rev. Jacqui Lewis, PhD
RevJacquiLewis
I've been thinking a lot about a "personal relationship with Jesus" and here's what concerns me most:What if cultural focus on a "personal relationship" confuses worshipping whiteness with worshipping God?
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Sweet Tea🇺🇸⭐️⭐️⭐️
sweettea4517
Why is the data coming from the CDC constantly changing?? This is why!! CDC IS ACTUALLY A SUBSIDIARY OF BIG PHARMA! Do you think there isn't an agenda? "57
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Charles Gasparino
CGasparino
Having lived through 9-11 in NYC and now the pandemic and social unrest here are some thoughts (thread): 9-11 was tragic and brutal. It hit home to me because my
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Shantanu Rane
shantanudrane
THREAD: Book Recommendation: Hiding in Plain Sight, by @sarahkendzior. The subtitle is “The Invention of Donald Trump and the Erosion of America”. There is an excellent audiobook version narrated by
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Rudy
MrDOLPH
Everyday, the team is Inclusive Action for the City is helping small business owners and their families connect to resources. Many government programs are not equitable. (thread) The "technical assistance"
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Santiago
svpino
10 fundamental practices that will improve your career in tech. [1] Understand the power of "good enough."A working, good enough solution is usually better than a non-existent perfect solution.Learn to
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shinoa’s brighty | check pinned
seelielovebot
HIIRAGI SHINOA — A COMPLETE CHARACTER ANALYSIS THREAD.i’ve made a thread about her before, but that one focused more on religious imagery and how it relates to her. here i’ll
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Michael Tae Sweeney
mtsw
Genuinely insane priorities on display, but revealing of the fact that the thing Californians really object to is the creation of new housing itself, not displacement or gentrification or any
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New Left Eviews
LeusderListicle
Anderson’s terrific new diatribe against the European project contains some welcome jabs against Draghi, Barroso, the opacity of the ECJ. It’s great fun. But it reflects an ignorance of the
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Chris Hladczuk🖼
chrishlad
Goal Setting 101We all have big goals.• Be the Tony Robbins of Tech (@ShaanVP)• End Climate Change (@chamath)• Sell 1 million copies (@JamesClear)But how do you actually get there?I have
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