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Guess which hedge fund...https://twitter.com/wolfejosh/status/1022146714856292353 …
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Applies to everything good in lifehttps://twitter.com/cadelacru/status/1217696645560750085 …
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Idea generation tip - pick a company/theme, read as much as you can in a few hours (/review your notes and model) and then either swim/run... amazing what an hour stuck with just your thoughts can do
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Three Digit PE proslijedio/la je Tweet
For non-Arabic speakers, reporting in the main news outlets NYT and Wash Post is so misinformed (either on purpose or because of incompetence) that you might think that the Iraqi State has officially voted for ejecting US forces from Iraq (because of Trump's miscalculated move
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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“How was the break?” small talk... kill me now
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Three Digit PE proslijedio/la je Tweet
1. Fundamental analysis that doesn’t respect the reflexive nature of reality is kind of dumb. Reality is only kind of “real” and can be altered, for example, with the strength of belief.
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Great read. Highly recommend. If anyone has similar lists, would love to have a lookhttps://twitter.com/UpslopeCapital/status/1197948890596564992 …
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Three Digit PE proslijedio/la je Tweet
charting 10,000 random coin tosses "A complex pattern can appear to emerge from even the simplest random process."pic.twitter.com/wERkCkEWAr
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How do you rationalise 7x EV/Sales for a capital intensive (R&D/M&A) software company in a highly competitive industry with no competitive edge/moat, and with no pathway to profitability?
$ELOHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
That feeling when a meme is targeted directly at your own niche taste in humourhttps://twitter.com/SpeculatorNews/status/1196939230301212672 …
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Three Digit PE proslijedio/la je Tweet
THEORY: Most ppl in USA actually resonate most w/
@nntaleb fractalized gov model: -Family level: communist -Friends/tribe: socialist -Municipal->State: democrat -State -> below Fed: republican -Fed & above: libertarian They just haven't taken the time yet to think through it.Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Bullish for
$ING? Maybe, but I think elevated feed costs continue to dominate that storyhttps://twitter.com/AllThatIsSolid/status/1191975872103878657 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Wow. Love seeing who is on the other side of a trade in this zero sum game.https://twitter.com/bhavdip143/status/1190720242151915520 …
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$JIN down 20% in 5 days... losing mkt share to$TAH (iOS app downloads) and starting to cycle a huge jackpot run in the pcphttps://twitter.com/threedigitPE/status/1168480680713408512 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Ok, decided... Tomorrow I’m going long
$TPM. Risk/reward into the Fed Court judgment now looks attractive.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Any views on
$KYK? Possibly the most boring industry (KYC/AML) but can’t stop thinking out loud about their opportunity! Gf is getting annoyedHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Lol... having read the
$WTC report a second time now, not only do I think there is nothing new, but I reckon you have made at least a dozen significant errors.@doumenzi ... totally missed the mark. Nothing to see herehttps://twitter.com/JCap_Research/status/1184652672965599232 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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