#Full

Mostly Borrowed Ideas

borrowed_ideas

1/ Thread: Valuation with Real OptionsToday @mjmauboussin and Callahan published a short paper on how volatility and falling WACC has affected valuation in 2020.Here are my key notes from the

Nick Foy

TheNickFoy

Today I sent a letter to @CMSboard. I really appreciate the work they do, and I already got a response! Tomorrow night they meet to discuss how to respond to

JusticeDemWatch

JusticeDemWatch

Is Bernie a Russian Asset?Part 3: Bernie stole Hillary’s voter data and may have been assisted by Russia and/or passed the data to RussiaNo one can explain this better than

Orla Smith

OrIa_Smith

Thread 1/many: (hopefully!) short enough, on the last 48 hours re: Denise Chaila's YouTube video for her latest single release, and the coordinated racist abuse in the comments, the tactics

Freedom Designer

FreedomDSGNR

Why Should One Start Freelancing at a First Place?// A THREAD // 1. The future is bright. For companies, it's enormously convenient to hire a person for the job and

GeePaw Hill

GeePawHill

My standards for TDD microtests are the same standards I have for shipping code, and I follow them in microtests for the same reason I follow them in shipping code:

Aisha Fayyazi Sarwari

AishaFSarwari

The gang rape of a Pakistani woman has outraged us, but the everyday rape culture fails to outrage us. Here are the things we need to stop doing in order

Jonathan Martin

jmartNYT

NEW: McConnell believes Trump committed impeachable offenses, believes the attack on Capitol gives Rs a chance to purge the presidentand...McCarthy has asked colleagues if he should urge Trump to resign,

Svetlana Lokhova

RealSLokhova

Here is how NBC burst into my life. Context: In May 2018, Stefan Halper was exposed as a spy. I suddenly realised that I have been dragged into a massive

Jesse Heinig

JesseHeinig

On my prior thread about #cyberpunk, some people asked if you can't just enjoy the aesthetic of cyborgs and neon without the revolutionary elements. The answer is no, so let's

Zelda Universe

ZeldaUniverse

Hyrule Warriors: Age of Calamity is full of voice acting, so let's meet the actors!Some characters are considered major spoilers, so we will be focusing on the returning voice actors

Mikel (Improv GM)

improvGM

Structure and creativity in RPGs. A thread because I’m away from my normal distractions and have thoughts.This is about something that, due to the nature of RPGs, isn’t necessarily a

Christopher E. Egi

chrisegi15

This Masai thing is just an example that provides context for the much larger issue of policing and racial relations in the country. Check this out Why is the first

Sidecar Capital

sidecarcap

1/ Been reflecting on 10+ years on the buy side. A few observations.... 2/ Institutional investors spend as much time managing people/the team as they do money. Not surprisingly some

🌫💫

yvtweets

i highly recommend everyone to give fasting a trythread. fasting can be a very powerful tool if you know how to use it.i discovered intermittent fasting after finding myself

Danno ⭐️⭐️⭐️ 🇺🇸🇺🇸🇺🇸

SnarkishDanno

Welcome to today’s pontification. I am seeing an alarming trend from Patriots who wish to go out and take the fight to the “enemy”. Mass gatherings in the streets, armed

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