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John Street Capital
JohnStCapital
0/ $IPOC announced the acquisition of Clover Health for $3.7B inclusive of a $400M PIPE (w/ $100M from @chamath). This values the company at 4.2x EV/Rev & 2.1x '23 revenue.
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Courtney Milan 🦖
courtneymilan
WAIT JUST ONE DAMNED MINUTE HERE.Are you telling me that this entire thing with lawyers and cease and desists and ethics complaints got going because Addison didn’t respect the HEA?!?!
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Toby Arbogast
tobyarbo
Who Are These Bond Vigilantes Anyway? The Political Economy of Sovereign Debt Ownership in the EurozoneVery happy to announce that this has finally been published: https://twitter.com/MPIfG_Cologne/status/1257955428295757824Several tweets will follow
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Josh McGruff
JoshMcGruff
So I didn't know how to use Uniswap to buy $MTA, one of the new DeFi coins that isn't on major markets yet.I was completely unsure how and almost gave
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Ram Bhupatiraju
RamBhupatiraju
Some quick reflections from the recent Bear Market. Thoughts, actions, results and more...cc: @saxena_puru @FromValue @Matt_Cochrane7 @BrianFeroldi @TMFJMo @BluegrassCap $W, $PINS, $UBER, $ROKU, $TWLO, $BUD, $BIP, $AYX, $DOCU, $NOW, $WDAY,
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Kingsley Moghalu
MoghaluKingsley
Africa is like a woman disappointed in love who feels overvalued by the next man that SAYS he loves her but may not be the real deal. Now, with racist
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OlasunKanmy™
kanmyexcellent
1)Topic: HOW TO PREPARE VIABLE BUSINESS PLAN & LOAN PROPOSITIONBusiness Plan is a vital document required to be submited to Lender/Donor for secure Loan/Grant to finance a Businez, Project or
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LOTH FOREX
LordOfDeHustle
I remember last year, I’d deposit over R20k on a month and never make it back but I kept pushing, trying to get some new skill from different people, at
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Soumyadipta
Soumyadipta
What's the true nature of Nepotism in Bollywood?Is it only about talented outsiders not getting a chance to work for big banners?No, it's far more sinister than that.It's about eliminating
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Crypto Mike 📈💸🇳🇱
CryptoMike__
1/ A thread why I like @terra_money and why it fits the current market conditions. In 2017 most of the coins pumped on news and hype but there were not
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Jacob F Kirkegaard
jfkirkegaard
Europe has done pretty well so far in this pandemic, but as the 2nd wave rises, possibly serious policy mistakes mount. Like the apparent refusal of southern governments to take
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Ben McEvoy
Ben_McEvoyAUS
Another weekend, another refutable bullish case for why property prices will continue to defy the odds.This time, it’s “Lower bound IRs are yet to be priced in” & defaults are
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Raoul Pal
RaoulGMI
The Insolvency Phase (The End of Hope)I am on red alert waiting for final confirmation that the Hope phase of the market has passed (March to June was my target
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John Springford
JohnSpringford
The recovery fund is a big step forward, to my mind. 390 bn in grants is lower than France/Germany originally proposed. But the transfers are bigger to Southern Europe than
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Adam Samson
adamsamson
#Binance is an important case study in how far regulators will allow #cryptocurrency companies to encroach on tightly-controlled public markets without offering the usual investor/consumer protections. Here’s little thread
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Peter Apps
PeteApps
Having reflected on all this, I have a couple more observations I want to make.https://twitter.com/PeteApps/status/1329800554177044480 1. I would challenge anyone who believes in the sanctity of deregulated free markets to
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