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Puru Saxena
saxena_puru
1) Why the tech bubble might not pop in 2020 -Due to my heavy tech exposure, over the past few months, I've spent a lot of time thinking about the
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Benedict Evans
benedictevans
Having written my 'VR isn't working outside' post, wondering if I should do 'bitcoin is not a consumer technology' next. FB has rebranded Libra 'Novi'. It looks like a good
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Tom O'Brien
obritom
I have asked this on here before and suddenly all those "Rashford" types have no answers.Why should a taxpayer fund meals for children that are not their own, when the
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Harold
haroldwrites
If you guys know the amount of things hidden in that 604 pages of the new Companies Act,you'll start weeping.The Corporate Affairs Commisson has just been made a monster. You
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Simon Erickson
7Innovator
Fascinating insights in the recent @BCG Value Creator's Rankings.Ignore the recent volatility. This is a roadmap to long-term investing success.It begins by describing the market's best performers. $SHOP, $AMD &
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Rishi Bagree 🇮🇳
rishibagree
USA wants #hydroxychloriquine urgently from India India Govt in return asked Unrestricted Access to USA market for its Pharma companiesLift all bans levied by US FDA FDA will not harass
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Barry Schwartz
BarrySchwartzBW
is there too high a valuation to pay for even the greatest company? we had this discussion around the virtual office this week. I think a natural reaction is to
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Brian Fung
b_fung
NEW: The White House did not consult the FCC on a forthcoming executive order pertaining to social media companies, according to a person briefed on the matter. This suggests the
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Schadenfreude Capital
SchadenCap
I've seen comparisons of $TSLA to Enron, Swedish Match, etc., but there is one excellent analogue that I think is worth flagging. Both companies have had ongoing brushes with the
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Marco Rogers
polotek
As usual, Aniyia says what I keep saying, but without all of the cynicism and belligerence.https://twitter.com/operaqueenie/status/1264946120599322624 What I talk about a lot with other managers is finding the balance between
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Post Disclosure World
PostDisclosure
Ask a skeptic how certain they are that what all four aviators, and the radar operators tracked during the USS Nimitz Event Series has a prosaic explanation. If they say
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TIWA
QUEENTlWA
I'm not feeling this new wave of K-pop where groups are trying to prove that they're "above" the concept of K-pop. No one wants to watch these confusing, pseudointellectual MVs.
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Matt Allen 🧢 🚜💨
mattallen
One thing I’ve been thinking deeply about lately is the concept of risk in tech companies.Here’s a on why I think there’s a huge opportunity that both the regular
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rahlzle dazzle
drahcir_rahl
So a friend of mine today asked me;"Out of curiosity, if you don't mind answering, what we're some of those red flags from companies that makes you not want to
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Akshay Deshmane
DeshmaneAkshay
EXCLUSIVE A letter written by PM's Advisor Bhaskar Khulbe about CSR Funds undermines PMO's claim that #PMCaresFund isn't a public authority under RTI Act––a reason it often cites to deny
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Cory Doctorow
doctorow
The phrase "Wall Street Versus Main Street" has a nice ring to it, but what does it actually mean? Here's a very concrete example of how policies can be rigged
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