#Margins

Portfolio update 10/23: $FB is now my third largest position at 10%. After diving into the financials over the past few days I’m convinced $FB is 40-60% undervalued and could
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THREAD: I get the anger/frustration over boxes v live spread. I'm unsure what a packer can/should do to signal to cattle industry to slow production. If they paid 180 live
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The final presidential debate was not a very significant political event, but it does crystallize a trend in recent American politics: the conservative collapse into their own information bubble. The
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Imam Muhammad al-Mahdi (aj) says, "God is with us, so we do not need anyone besides Him. The truth is with us, so those who leave us [unsupported] will not
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1) Just for everyone's edification, I'm going to go ahead and explain what's about to happen.The a bill to create a Commission is a special kind of bill in that
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A gent sent me that this is the census of 2011 prepared by Manio Govt is accurate.Hindus - 79.8%Muslims - 14.3%Christians - 2.3%Sikhs - 1.7%Buddhists - 0.7%Jains - 0.3%So according
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1/ Tesla's Q1 Auto Gross MarginI've spent an inordinate amount of time in the last month or so trying to get a grasp on Tesla's likely auto GM for Q1.
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Varroc Engineering: Business Analysis 2nd largest Indian auto ancillary company.Hit the 'retweet' for max reachA Thread 1/ Tier-1 Auto ancillary company2 business lines:- Varroc Lighting Systems (VLS): Provides exterior
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India's shaving cream market has many global giants like Gillette, HUL's AXE, Dettol, Old Spice & Nivea competingBut the largest selling shaving cream brand in India is relatively lesser knownWith
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genuinely baffled by seeing so many takes on Genshin Impact that are like "wow it's amazing this AAA-ish game is free!" and some that are like "yeah but they gotta
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Most mornings this week I've been w colleagues on #UCUstrikes picket lines. I'm proud that many @bhamlaw profs & readers have also been there. We are not leaving it to
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This is called an ad hominem, attacking the person rather than the argument. (It’s our privilege and our unwillingness to work through negative feelings that are the real culprits). This
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For all the people who immediately respond to victims posting their stories online with “why not just go to the police,” here’s a thread detailing some of my experience reporting
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(Thread) Why do I own individual stocks?Thesis:1. The digitalization of our world is 10% complete. 2. This megatrend will continue for at least another decade.3. If you enjoy spending your
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1/ I have outlined possible reasons that $TSLA has not yet tapped the capital markets. Such reasons included 1) it is imminent, 2) don't need capital, 3) stock price too
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******What not to buy *******Don’t buy psu stocks - Govt does charity, not for profitsDon’t buy low PE stocks - Market give low PE for some reason (cyclical, CG, low
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