#Cost

Pratyush Choudhury

tell_pc

1/n An interesting metric in the OTT space is "cost/first stream".Essentially, cost = marketing + production expenses. This when divided by the total number of people who watched the show/movie

Kyler Hasson

kylerhasson

(1/11) Thread on $BRK's purchase of $D's pipes announced last week. Bottom line: should be a ~10%+ FCF yield growing around inflation.I'm not an expert on these pipes - these

Benjy Sarlin

BenjySarlin

At minimum, GA losses were the only way to substantially affect political perception of Trump’s efforts to overturn the election, which could deter future attempts. “We tried that and it

Ben Chu

BenChu_

Thread on those EU trade deals with third countries the UK wants to roll over…50 days to go 15 still to go Tariff threat looming for some £80bn a year

Ram Bhupatiraju

RamBhupatiraju

Excellent in-depth article about Moats by @CBinsightsStudying the Moats/Management (real engines behind enduring growth & returns of great Co's over time) is a fascinating subject.@richard_chu97 @saxena_puru @FromValue @dhaval_kotec

Patty Ryan Lee (she/her)

thefierywell

I was interviewing for a web developer position at a start up many moons ago and the interviewer asked me "what's your dream job?" I told him the truth: traveling

Timo Roettger

TimoRoettger

Consequently, we will not spend 100s of hours collecting data, we will not spend money on this research, and we will no pollute the literature with a narrative that is

CJ3-

CharlesJnr365

Since the JLP has been in office, there is no doubt that they have been working nonetheless, over 14 Billion dollars in corrupt scandals are too much to be ignored.

Trey Henninger

TreyHenninger

The results of this poll are astounding to me. It suggests approx. 86% of my followers that responded have a different view than me on intrinsic value. THREAD on my

Aly Sweetman #BlackLivesMatter

Alykkat

Hey friends, I see a lot of concern surrounding fundraising platforms and professional fundraisers. I wanted to offer some additional insights from somebody who actively works in this space. [THREAD]

Richard Florida

Richard_Florida

1. Race to the Bottom - That is another possible take/implication of what is happening with the rise of remote work & the geographic shifts being accelerated by the COVID-19

Peter English #FBPE

petermbenglish

A problem with privatisation of testing.Now that we are routinely testing lots of people - including care home staff and residents, and NHS staff - we are picking up positive

Dividend Wave

DividendWave

One of the biggest challenges of new $INTC CEO will be how to deal with the lost leadership in foundries10 years ago Intel commanded the market with superior productsThat dramatically

Shabazz Stuart

ShabazzStuart

We’ve had some questions about curbside bike parking, so now feels like a good time to provide some insights into the @ooneepod strategy here. In short, curbside parking is extremely

Yami Y⁷

nocturneop9no1

So many thoughts running through my finance mindhttps://twitter.com/tmikpop/status/1328518082319572992 FINE, YOU BULLIES 1. looking at SM, it seems they pushed really hard to make more revenue this quarter - perhaps to

Ben Sears

bsears_

This will probably be a controversial thread, but I think lifetime SaaS deals are not a good idea.Here are three reasons why you may not want to offer a lifetime

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