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Ensemble Capital
IntrinsicInv
1/ Why Value & Growth is no longer just about valuation.The nature of business is not static. While core principals are often timeless, the underlying dynamics can change dramatically over
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tae kim
firstadopter
Apparently Shake Shack raised $150 million in an equity offering yesterday, along with getting the $10 million in PPP loans other small businesses desperately need and weren't able to get.
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Wayne Holland
wayneholland35
“But if the WHO had harshly attacked the Chinese response, we would have gotten even less cooperation and information out of China.”That’s not how reality works though. If anyone cooperates
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Readings starting at $17 | ♐Sagiterrific
Astrochologist
How to upgrade or repair immunity to fight Corolla 19 and why so many have impaired immunity: The virus is most deadly to those in advanced ages. 70 years old
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Harold Pimentel
hjpimentel
Seriously what the fuckhttps://twitter.com/OrchidInc/status/1379860887423492098 You know, these people have so many articles about schizophrenia on their site and claim to do a PGD on the embryo’s “risk” but let’s be
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Henri Lafleur
hnrilaflr
So as some of you will know I’ve been low key obsessed with the concept of abstract labour over the past year (more so with how conflicting it seems to
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Riah Person
lilririah
I asked this same question in 2018 on FB, because people are quick to ask margenalized groups Googleable questions & I can't make sense of why.Tip: It's better to look
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Micro-Chop
micro_chop
1) J Dilla Disassembled His Cassette Deck to Extend Certain SamplesHow one of rap music’s most storied producers used technological innovation to make incredible pause tape beats.https://microchop.substack.com/p/j-dilla-disassembled-his-c
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Tom Lyons
TomLyonsBiz
Last week we published 19 features, interviews and investigations; 6 opinion columns and 1 new podcast on @thecurrency. Our most read story was by @Keyes looking at how the Covid-19
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Zeke Emanuel
ZekeEmanuel
Last night at the #GOPConvention we heard praise for how Trump managed COVID-19, especially in NY. Unsurprisingly, a Trump supporter has a loose grasp of the actual facts. Let’s take
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Maria Lewis
moviemazz
Thinking of fucking around & putting out weekly newsletters again while all this is going on, full of recommendations of things to watch, articles to read, shows to binge, podcasts
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Christi G
Hallo_Mea
A thread of links to articles I've saved over the past several years on alternatives to policing, in case anyone is interested. Feel free to add on. What Does It
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Mark Panning
MarkPanning
Who wants a thread about Cerberus Fossae on Mars? (images: landslides in Cerberus Fossae from @HiRISE NASA/JPL-Caltech/University of Arizona and visualization from HRSC data from Mars Express) (1/11) Cerberus Fossae
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Richard Betts
richardabetts
Some people rightly asked what I'd say instead of @ClimateBen's claimsThe following thread gives my one-tweet summary, then more detailsI'm sure my summary is not perfect, but IMO it
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Michael P Senger
MichaelPSenger
THREAD1/ This is the question that keeps me up at night. The total failure of the intelligence community to connect China with lockdowns is the most devastating part of this
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Kate Mackenzie
kmac
My latest @climate column explores how this oil price crash might play out in a way that's good for the climate - which is pretty complicated.https://www.bloomberg.com/news/articles/2020-04-20/american-oil-is-cheap-enough-for-climate-activists-to
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