#Investors

Michael Pettis

michaelxpettis

If much or most of the external debt of developing countries could be converted into instruments whose payments were linked to GDP, local currency, local stock markets, the prices of

Faizan Siddiqi

faizansiddiqi

What's interesting in VC funded entrants is the fact that discounting is the pivot & typically a race to the bottom. Careem came in guns blaring and I was a

steven t. piantadosi

spiantado

The GameStop $GME news is too funny not to write a thread about. It's also the most interesting intersection of psychology and politics going on. I think the best overview

Rhodium Group

rhodium_group

We are seeing signs of stress in China’s credit markets, with SOEs, companies linked to local govts & some highly rated firms defaulting on their bonds. Below a thread from

Laurence Tubiana

LaurenceTubiana

Five years ago, I had barely slept for 2 weeks. Now I've recovered, and with the #Parisversaire today, I've been thinking about how we designed the #ParisAgreement – and how

Rachel Wolf

racheljanetwolf

A report I wrote (as secretariat) on carbon pricing is out today. A few thoughts from me: 1. "of course carbon taxes are the right idea in principle, but they

Michael Pettis

michaelxpettis

1/6Good article on the real meaning of Chinese GDP growth figures. The article correctly points out that income inequality in China is extremely high, comparable to levels in the most

Adam Hamdy

adamhamdy

1. Before becoming a writer, I worked as a strategy consultant in the medical industry. When the #COVID__19 pandemic started, I spent a lot of time listening to @WHO briefings.

Social Finance, David Hirshleifer

4misceldah

“When Robinhood users pile into a stock in large numbers, the average excess return on the day surges to 14 per cent. But this is followed by a reversal of

JUSTICE FOR DOLAL IDD

CtrlWillow

Long ass threadOkay, to dumb down this stock market thingy for y’all:Robinhood is a an online brokerage firm that allows everyday people to have access to buy, sell, and trade

M.P.

OmanReagan

It's funny to see people saying that a battle between retail investors and hedge funds doesn't matter because it's all the same when those same people say the battle between

Bread Crumbs Research

breadcrumbsre

Investors on how they analyze company management (thread): Thomas Russo David Winters Mohnish Pabrai Bruce Berkowitz Mason Hawkins Julian Robertson Preston Athey Li Lu Lee Ainslie Eric Rosenfeld Wally Weitz

Khare Capital

ocshree

$PTON beat and raised guidance on Every Single Metric. Revenue: Q2 $1.0648B and full year raise to $4.075B or better. CF members and Digi members up 128% and 472%!Earnings of

Max Harris

maxdnharris

While Govt has been manifestly incompetent, only talking abt pandemic incompetence downplays the political choices the Govt’s made: eg to outsource. And it risks reinforcing the worldview behind outsourcing that

David Peterson

edavidpeterson

Every VC wants to invest in the next horizontal platform, but they’re scared. So they all offer the same advice: choose a vertical, prove it out, then expand horizontally.This is

Rakhim

freetonik

I want to take this opportunity and share some advice to myself for 2020 and the next decade. I am not smart or experienced in life, so every small bit

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