#Margins

Mayank Matru 🙏🇮🇳

MMayankmatru

#Dixon Tech: Re-entered today on 07/09/2020 at Rs. 8651 (today's high 8940 incidentally is the yearly high)Let me share my experience of my one-sided love for Dixon Tech. Waiting &

FRValue 🌰

FRValue

If there was a small-cap equivalent of Air Liquide on the Euronext market, this company would come really close. A 65+bagger (incl. dividends) since its IPO, it is a value

Lewis Goodall

lewis_goodall

SICK PAY AND CARE HOMESSpent the last two days talking to carers about one specific issue.I've heard it a lot in the last 2 months and it's still a problem.It's

Brandon Beylo

marketplunger1

COVID has caused global indices to post poor YTD returns: - FTSE 100: -26%- Nikkei 225: -1.37%- DAX: -12.14%Yet one index is just crushing it: - Japan's Mothers Index: +37%It's

Justin Piché

JustinPicheh

@kevindhaggerty writes: "Carleton U, the police, and the new academic isolationism: The decision by Carleton University criminologists to eliminate student placements with police and correctional services is ill-advised"https://ww

marco marandiz

allthingsmarco

I look at a bunch of DTC brands everyday, and I’m starting to realize that:1/ The best categories are flexible2/ The best founders are solution agnostic3/ The best companies are

UK SmallCap Investor

stocks102

THREAD: Long Best of The Best #BOTB (market cap: £286m; share price: £29)Shares in BOTB can hit £100 in the next 12 months, in my view. Below are three reasons

The Profitabull | Invest Better | Think Better

theprofitabull

Today, I'll be talking about an important concept of "Self Sustaining Growth Rate".=THREAD= P.S.: If you enjoy this thread please share the knowledge by retweeting the first tweet and

MOAT Investing

InvestingMoat

Considering $SE has already more than quintupled over the past year, bear case of the argument deserves more consideration and why there might be a correction due in the medium

patriotism is public service.

vot3blue2021

This really hit with me this morning.I was almost this kid. I "escaped" by joining the Army and deploying to Iraq three times. After I dropped out of HS, while

ztinvesting

ztinvesting

August Portfolio Update!!$SPY: +7.93%My Portfolio: +56.50%Beating the market by 48.57%!!Largest Positions:$AMZN - 10%$NVDA - 8%$CMG - 7.6%$AAPL - 7.5%$MELI - 7%$TTD - 6%$FB - 5%$TDOC + $LVGO - 4%$SQ -

Giorgos Kallis

g_kallis

On twitter we spend time in silly debates: is degrowth impoverishment, negative GDP, lockdown misery bla bla. But in our normal lives we are producing some pretty k.a. research. Here

Kevin M. Kruse

KevinMKruse

This bears strong echoes of the racist screeds of the 1910s and 1920s that paved the way for the rise of the Second Ku Klux Klan and immigration restriction at

Simon

zimp_a

Tyst från mig ett tag, har inte känt att jag haft något att bidra med i den rådande debatten. Mitt fokus är alltid på bolag och nya intressanta case, där

Eugene Ng

EugeneNg_VCap

Roku $ROKU 1Q22 Earnings - Rev $734m +28% - Gross Profit $365m +12% margin 50% -719 bps - Adj EBITDA $58m -54% margin 8% -1409 bps - OCF

James Martin, SJ

JamesMartinSJ

White Jesus thread: Many have asked me in the last few days what I think about the (legitimate) critiques of the ubiquity of White Jesus representations, like the famous painting,