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Jason ✨BeKind✨ Lemkin ⚫️
jasonlk
We all love Atlassian ... the $60B SaaS leader that came out of Australia, not SF ... with 2 co-CEOs ... that was basically bootstrapped ... that spends its $$$
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Frank Rotman
fintechjunkie
1/19: The most disturbing trend I’m seeing in the early stage fintech ecosystem is the raising of 2-3 back-to-back rounds with minimal progress in-between. Unpacked: 2/19: I think of venture
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Andy
bizalmanac
1/ In their 2019 paper, Complexity Investing, NZS suggests that, “products, services…can be optimized for RESILIENCE…cash generative businesses that...fund a series of OPTIONAL investments…” Thermo Fisher, $TMO, epitomizes this st
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DoctorPleb Ⓥ
valuableTX
Thread 1/4The reason why #VeChain hasn't pumped yet? ~people tend to buy TRENDS. ~they don't care about fundamental value until their investment goes to zero. But we all know, In
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LearnLifeWealthTravel | Dream Big, Think Growth !!
AnyBodyCanFly
Rakesh Jhunjhunwala is an Indian billionaire, investor, trader, and chartered accountant. He manages his own portfolio as a partner in his asset management firm, Rare Enterprises.He is known as stock
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WAR52
WAR527
Very interesting deal announced today, for many reasons. As @Landmannery posted earlier, Surge Energy has agreed to acquire Grenadier Energy Partners II for $420 mm. The backstory behind Grenadier is
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Richard Grieveson
RicGri
On February 15th the Visegrád Agreement will be 30 years old. A thread summarising the region’s economic development over the last three decades and some of the current and future
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BSB💣
StreetBomber
Enter the age of Renewable Energy Fintwit. As @EnergyCynic and I were chatting this morning, we concluded #REFT is gonna be REKT... A primer on why these renewable investments are
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Optimist 🇳🇫💰🔋🚅🌹🦉✊🏾
Optimistbot
“store of value” is something that people frequently invoke in that cadence. (Ie Not “value store”)That’s just such a strange concept. It’s like a battery, like you released chemical energy
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Daniela Gabor
DanielaGabor
bankers against Biden's fiscal plan could really do with some proper fact-checking before sending their op-ed to the FT. We all understand 'it's ideology, stupid!', but no excuse for lazy
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Matt Willes
SkolCapital
Why did I start a new, different job shortly after starting my mezz fund? Related: Why am I biased against specialty retail?Given the $SPG / $TCO news, it’s time for
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Michael Yarmo
MichaelYarmo
1/ David vs. Goliath? How can an SMB compete with industry goliath?Case study of Dollar Shave Club vs. Gillette & how they eventually sold for $1B to Unilever 2/
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Brennan Schlagbaum, CPA
Budgetdog_
For the twenty years ending 12/31/2015...The S&P 500 Index averaged 9.85% a year.The average equity fund investor earned a market return of only 5.19%. Why is that? A thread.
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Kartuli Cthulhu
UnspeakablChaos
As part of their 25 year pact, China will be integrating Iran into its mass surveillance system. Millions of cameras will be installed in 28 cities starting with the 7
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tadzio_mueller
MuellerTadzio
Until 2050 we'll likely see "a #supercycle in investments in 'clean' energy infrastructure, 'clean' transportation & everything that's required for the '#green' transition."There's so much b
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John J. Falcicchio
falcicchio
A year ago, five DC mayors (@MayorBowser @VinceGrayWard7 @adrianfenty @TonyWilliamsDC & @SharonPrattDC) made an appeal to our federal partners to sell us #ourRFK to help us meet the District’s goal
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