#Revenues

Amy ☀️

amysundae

I’m obsessed with understanding and building company culture. It’s clear to me that startups/tech have a very different culture than finance and other industries and I’ve been intrigued by why

A.J. Herrmann

ajherrma

A quick thread addressing some feedback I'm seeing on affordable housing ordinance passed by City Council yesterday:https://www.kansascity.com/news/politics-government/article248844539.html Critique 1: This won't result in a ton of

John Newman

johnmarknewman

A class of fighters just notched an important W in their antitrust case against UFC. The Times has a great writeup featuring experts @Econ_Marshall, @hibahafiz, @HalSinger, et al., linked below.But

Bob Treemore

BobTreemore

PTON Apparel news: Over the next day or two, I'll be posting some very interesting apparel/ecomm/pton data. I've attempted to reach out to some folks regarding this data, but have

Keaton Miller

millersdrafts

New working paper with @john_morehouse7 and @Brett_Garcia_ on the impact of short-term rentals (Airbnb) on housing prices: http://www.keatonmiller.org/s/2020-12-11-str-heterogeneous.pdfPrev. consensus in lit. is that Airbnb drives up house

ROC Portfolio

PortfolioRoc

1/ Added a 2% position in $DJCO. This probably falls into the cheap basket that satiates my inner Graham / love for special situations and turnarounds. Usually these are 1%

athreya

athreya49

My take on budget. There were three big changes in budgeting. First, capex has been boosted massively by 0.6-0.8% of GDP in FY21-22 compared to previous steady state avg. Some

Michael Leachman

leachma2

There are a lot of big problems with the Senate Republicans’ newly unveiled #COVIDRelief package. Among the biggest: it has *no new fiscal aid* for states & cities, whose revenues

Paddington Research

PaddingtonShort

There has been recent chatter about the ‘worth’ of music (not something that can really be valued, save by people who know the price of everything and the value of

Francis Investing Analyst

InvestiAnalyst

$APPS - 25% My Full Earnings Call Takeaways + Analysts notes1/ Basic Info - Rev of $89M vs Exp $75M Exp. (16% beat)- 146% Growth YoY (58% organic growth

Gio’s Research

gios_research

What if I told you that Tech & EV’s aren’t the only sectors with absolute companies? Don’t believe me? Check this outSecond Gem Of The Day $SLB -

Matthew Goldstein

MattGoldstein26

Have just gone through the financials for Jeffrey Epstein's Southern Trust Company (2013-2018) and matched them up with the payments by Leon Black in the Dechert report and here is

John Ganz

lionel_trolling

The thing about "white supremacy" and "economic causes" is that they are compatible and complementary explanations, in many cases like in Louisiana for instance, the populist Longist policy regime was

Andrew Leach

andrew_leach

$66,563 for the rights to mountain top removal in the eastern slopes. Seems to me that @jkenney could have asked @CorbLund, @kdlang, @paulbrandt and a few others to hold a

Blatina Momma, Esq.

73mbh

I watched the SHS announcement video so you don't have to (you're welcome)Sharing my observations and commentary A thread: She begins by referencing her support for the "rule of law"

Jack Salmon

_JackSalmon_

This report is entirely ignorant of decades of academic literature on fiscal consolidation. Spending cuts have negligible effects on growth and sometimes positive effects. See Alesina, Giavazzi, Ardagna, Romer &

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