Nhlakanipho Mncwabe @Smart_Nips

MAGA (Make Alpha Great Again) 📈📉📈📉 Recovering sarcastic douchebag 😅 All views are my own. Retweets are not endorsements 🙅🏿‍♂️🙅🏿‍♂️🙅🏿‍♂️ Johannesburg, South Africa Joined July 2009

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𝑺𝒅𝒖 🪶 @shufflesdu

a year ago

This "you guys" business went on for 37 minutes and 51 seconds. Aldrin asked good questions and Gog' Helen lied through her teeth and displayed her party's perennial failure to listen. 1/3 youtu.be/VcQzoBWILZ0?si…

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Hidden Value Gems @HiddenValueGems

2 years ago

Fantastic conversation with the CEO of Norges, Nicolai Tangen, the world's largest sovereign wealth fund hosted by prof. Tano Santos and legendary @mjmauboussin. I liked the idea of 'negative selection' and 'subtracting value through trading', Full notes🧵👇🏽 1/22

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Steve Burns @SJosephBurns

2 years ago

The mind's noise is often louder than the market's; silence it with discipline.

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Aswath Damodaran @AswathDamodaran

2 years ago

The Equity risk premium (ERP) is not an "esoteric concept" but underlies almost everything we do as investors, often implicitly. I try to clarify what it is, why it matters and to reconcile the different approaches to measuring it. bit.ly/3QtkdPE

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Aswath Damodaran @AswathDamodaran

2 years ago

Every finance class starts with the notion of a risk-free investment, with the government bond rate proxying as the risk-free rate. That rate becomes a key ingredient of every model, but what if governments are not default-free? bit.ly/3DYuzj4

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Nhlakanipho Mncwabe @Smart_Nips

2 years ago

100% concur

Karyn Maughan @karynmaughan

2 years ago

100% concur

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Jash Dholani @oldbooksguy

2 years ago

Napoleon was a master orator But we would NOT know this without Balzac In 1838, Balzac went through all of Napoleon speeches And saved his best insights in a book 10 bangers from the king👇🏻 1/ "I found the Crown of France lying in the gutter, and picked it up with my sword."

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Koyfin @KoyfinCharts

2 years ago

Michael Mauboussin and Dan Callahan just shared a great paper, updating their work on ROIC. "Companies that delivered high and sustained ROICs exceeded their peers in both net operating profit after taxes (NOPAT) margin and invested capital turnover". Some highlights 🧵

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Andreas Steno Larsen @AndreasSteno

2 years ago

Go AI or go home!

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Otavio (Tavi) Costa @TaviCosta

2 years ago

The debt ceiling issues present a much greater risk than currently perceived. Although prior concerns have proven to be mostly peripheral, today’s circumstances are quite unique. To be clear: The main problem relates to the potential consequences after an agreement. 👇👇👇

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Bob Elliott @BobEUnlimited

2 years ago

Regional bank 'crisis' shifting from deposit runs driving equity declines to speculators engineering equity declines to increase the risk of deposit runs. This new phase divorced from fundamentals risks creating a metastasizing crisis rewarding speculative attacks. Thread.

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Zackery Parker📌 @mistman78

2 years ago

@FreightAlley Harsh penalties would have to be enforced to stop this extremely profitable fraud. Unfortunately it is considered a white collar crime.

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Brandon Beylo @marketplunger1

3 years ago

Copper is one of the most exciting metals to study. We're obsessed with "Electrifying" the world. But we have completely ignored the MASSIVE metals supply/demand imbalance. This creates one of the most asymmetric bets in all of markets. A thread on the copper setup ... 🧵

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Holger Zschaepitz @Schuldensuehner

3 years ago

WTF? Costs of insuring against Deutsche Bank default (CDS prices) jump in violent move while share price plunge as stress in banking system keeps rising following Fed rate hike.

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Ming Zhao @FabiusMercurius

3 years ago

🏦📉 SVB Crash Explained📉🏦 Silicon Valley Bank—#16 largest US bank with $212B — just crashed 60% in 1 day & fell 22% post-close. Stock halted now. @BillAckman is calling a US gov bailout. @peterthiel is calling a bank run. JPM, BAC, WFC all dropped 6%. What's next? Is this…

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Bob Elliott @BobEUnlimited

3 years ago

The FDIC has taken SVB in receivership and will manage its resolution. This has happened hundreds of times over the last decades and there is a well tested game plan as I mentioned earlier. Thread.

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Dan Runcie @RuncieDan

3 years ago

When Beyonce and Adidas partnered on Ivy Park, many believed it could be as big as Yeezy. But Ivy Park – Adidas partnership has struggled. 50% sales decline since 2021. I have a lot to say, but I’m not too surprised.

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Madima @MaanoMadima

3 years ago

South Africa has been placed under increased monitoring/greylisted. When Financial Action Task Force places a jurisdiction under increased monitoring, it means the country has committed to resolve swiftly the identified strategic deficiencies within agreed timeframes. [Thread]