Discover and read the best of Twitter Threads about #ARC

Most recents (18)

I had to skip some. It's supposed to be about AI but at 28 minutes they're still talking about Snow White as if it's the most meaningful story ever written.
GROWN MEN doing nothing useful.
I can't handle the idea of ppl like this trying to reformat society via #ARC
2/ Snow White is beautiful, says Pageau, because she doesn't know she's beautiful and hasn't "weaponized" her beauty. But the apple makes Snow White aware of her beauty, apparently. (has he read this story?) Image
3. At 32 minutes they move to talking about Cain of the bible, and his envy problem (like the Queen in Snow White). Pageau says "the capitalist model is built on that idea."
Okay so capitalism is built on envy, according to #ARC members
Read 13 tweets
1) 𝐴𝑠 𝑒𝑛𝑣𝑖𝑟𝑜𝑛𝑚𝑒𝑛𝑡𝑠 𝑐ℎ𝑎𝑛𝑔𝑒, 𝑠𝑜 𝑑𝑜𝑒𝑠 𝑦𝑜𝑢𝑟 𝑝𝑜𝑟𝑡𝑓𝑜𝑙𝑖𝑜.

→ 𝗠𝘆 𝘂𝗽𝗱𝗮𝘁𝗲𝗱 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼

Everything I hold and expect to do really well for months or years to come 🧵👇 Image
2) My portfolio will be split in 2 parts:

• Large holdings
• Low holdings

My large holdings can be seen as the main core.

My low holdings are riskier bets with a smaller %.

Both deserve their own section.

Raked from high mc to low.

⏩ Main holdings first ↓
3) $ETH

The mother of all #DeFI and the foundation of every layer 2.

The only one I consider the safest hold in the entire market to park my profits in next to stables.

If I had to choose $BTC or #ETH it would always be #Ethereum.

I still like both though.
Read 23 tweets
@FringeViews Oh wait, you're right.. It's a different Paul Marshall
@FringeViews Though I think we are sometimes encouraged to focus too much on these huge companies

Blackstone, they're complementary company, with which they work in tandem, gets too often overlooked
@FringeViews They have different arms of the same network

A little bit like
Read 3 tweets
As Richard Poe says, 'George Washington referred to the original 13 states as an empire... New YORK is called the empire state'…
George Washington in a 1785 letter to James Duane, NYC Mayor, called New York "the Seat of the Empire". Washington is said to have used the phrase"Pathway to Empire"when referring to the state in conversation w/ George Clinton, the NY Governor in the 1790s…
James Duane was born in 1733, in NYC, in the Province of New York, to Anthony Duane and his second wife, Althea Ketaltas. Anthony Duane was a Protestant Irishman from County Galway who first came to New York as an officer of the Royal Navy in 1698..
Read 24 tweets
As a young adult, Lee served a two-year mission for the Church of Jesus Christ of Latter-day Saints in the Texas Rio Grande Valley

Read 4 tweets
1) You asked and I promised.

"My ultimate survival portfolio"

The result of thousands of hours of research.

Everything I hold and expect to do really well for months or years to come 🧵👇

(fade at your own risk)
2) My portfolio will be split in 2 parts:

• Large holdings
• Low holdings

My large holdings can be seen as the main core of my portfolio.

My low holdings are riskier bets with a small % of allocation.

Both deserve their own section.

⏩ Main holdings first ↓
3) $ETH

This one hardly deserves an introduction.

The mother of all #DeFI and the foundation of every layer 2.

The only one I consider the safest hold in the entire market to park my profits in next to stables.

Even placing it above $BTC.

⏩ Currently sitting at 170b mc.
Read 25 tweets
1) Since the fall of many notable exchanges a lot of users are asking themselves:

• Should I use a #DEX?

• Which ones should I use?

2) “Not your keys, not your crypto”

FTX’s collapse is a symptom of a problem inherent to ALL centralized exchanges, also known as custodial exchanges.

Customers tokens parked on the platform are exposed to the risk the exchange could go bust.
3) Many #CEX customers have lost faith and are now rushing to withdraw their funds, opting for non-custodial solutions instead.

This is where #DEXs come in.
Read 17 tweets
1) In today's market it's increasingly hard to select high quality cryptocurrencies.

Most eventually fade away and as such we need to search for the best fundamentals.

A thread🧵on $ARC and why you should take a look.


Read on 👇

2) In the early days of cryptocurrency there weren't many ways to trade due to the lack of interest and volume in this market.

More than an entire decade later and crypto trading has become a huge industry with BILLIONS being moved DAILY.
3) In today's market there are basically 2 key solutions that make buying and selling assets possible.

- Centralized exchanges
- Decentralized exchanges

Traders encounter the same problem using both of these.

There are TO MANY.
Read 25 tweets

#AHORA Reportan enfrentamiento en Las Tejerias, atentos quienes transitan por la autopista Regional del Centro #ARC y carretera Panamericana.

En el lugar comisiones mixtas enfrentan a delincuentes pertenecientes a las bandas que operan en el sector.
Comisiones mixtas se dirigen al lugar para prestar apoyo, los delincuentes se encuentran en la zona montañosa.

Fotos: @Cheohernandez91 ImageImageImageImage

Reportan cierre de la Autopista Regional del Centro #ARC por enfrentamiento en Las Tejerias, donde comisiones mixtas se enfrentan a bandas del sector.

Foto: @wuencaldera Image
Read 4 tweets
¡Te recomiendo que escuches este audio de #iVoox! Homenaje al almirante José Prudencio Padilla Lopéz y a la Armada Nacional de Colombia 🇨🇴 Escúchalo en este #podcast que hice por ocasión a esta fiesta patria.
198 años dedicados a la Patria. Colombia un solo ❤️

Feliz día 🎉 a todos nuestros Oficiales Suboficiales, Soldados e Infantes de Marina y Personal Civil que son parte de la #ARC @ArmadaColombia gracias por proteger nuestros mares, Costas y ríos durante 198 años 🥳🥳☺️
Hoy vístete de azul y demuestra el orgullo que sientes por tu Armada Nacional 🛳🚢⚓️🛥⛵️🚤……
Read 17 tweets
Excellent #Budget2021 by @narendramodi govt

16.5 lakh Cr Agri Credit allocation&Rs 1.18 lakh Cr for roads

Massive 34.5% rise Capital Spending at 5.54 lakh Cr

137% rise in Health budget

Income Tax scrutiny reduced from 6 to 3 yrs;No Double taxation of NRIs

#Growth,the focus
Hike in Insurance #FDI from 49% to 74%,pro #Reforms💪

#Dividend income invested In InvITs &REITs,tax free

No advance tax liability on Dividend income


#Disinvestment of BPCL,Pawan Hans,Air India,Concor,IDBI,Beml, Shipping Corp--BIG

64180Cr #Healthcare budget-BIG
5 Mega #Fishing harbours

7 Mega #Textile Parks

Agri Infra Fund to be available to #APMCs

Voluntary #VehicleScrapping policy

20000Cr #Recapitalisation of PSBs

#ARC to take over stressed assets

7 Port projects to be developed via PPP

18000Cr for Bus Transport
Read 9 tweets
MESSIE se prononce de la même façon que MAIS SI.

MAIS : Conjonction qui permet d’indiquer une différence, une opposition, une précision, une objection ou une transition.

SI : Marque l’affirmation en réponse à une négation.

Tel est le "Secret du Mais Si", qui s’oppose à l’Exil. Image
Il faut avoir un But et chacun et chacune d’entre-nous peut devenir un(e) Mais Si.

Le Mais Si, se démarque par sa différence, s’oppose et objecte, précise la Torah sur tous ses points, détruit les forces négatives et marque la transition vers un monde qui fait Un avec le Divin. Image
"Mais" se dit "But" en anglais. Car le but, le "Goal", est de sortir de la "Galout" ("Exil") bet d’accueillir la "Gueoula" ("Délivrance"). Celui qui marque le but, c’est le GOEL (Délivreur).
Read 17 tweets
𝐍𝐞𝐰 𝐒𝐭𝐨𝐜𝐤 𝐈𝐝𝐞𝐚 - #𝐌𝐎𝐅𝐒𝐋

Market Cap-8,610

CMP- 580

𝐖𝐡𝐲 𝐁𝐮𝐲 𝐚𝐭 𝐂𝐌𝐏 𝐢𝐞 𝟓𝟖𝟎

𝐊𝐞𝐲 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐒𝐞𝐠𝐦𝐞𝐧𝐭𝐬

𝟏.𝐀𝐬𝐬𝐞𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭

Read 9 tweets
Attention subducters! 12 part THREAD on our new @VoiLA_NERC paper in @Nature, led by @Cooper_geo. TL;DR? Not all #subduction zones recycle water the same way & #LesserAntilles recycling changes in time and space [1/12]
So how did the @VoiLA_NERC team, funded by @NERCScience, use boron isotopes to show that water subducted by the #Atlantic Plate is directly linked to volcanic and earthquake activity in the #Antilles? [2/12] Title and abstract of Cooper et al (2020) paper in Nature
@VoiLA_NERC is tracking #water right through the #Antilles subduction zone. We chose this site because it contrasts with the much better studied Pacific margins [3/12]… Block schematic diagram of Antilles subduction zone
Read 12 tweets
Bioventix #BVXP and Arcontech #ARC

1% to 2% and 1% to ~0% respectively Image
Drawn out sales cycles are one feature of the Arcontech #ARC business but here is another: increases operating margins from 32% to 37% despite a depreciation charge almost 9x higher and with cash required for investment running to about the cost of a 10 year old Mercedes.
Tracsis #TRCS update today and it's beyond a stretch to say they're in the BVXP / ARC club but for a few years in the early 2010s when rail tech was the entire company, it wasn't too far off.

These figures are from 12/13 but from 2008-10 their capex was £3000, £6000 and £9000 Image
Read 3 tweets
Arcontech #ARC seems popular today.
Last two years Arcontech charged £500k to income for R&D

Let's assume it's the same this year: clean profit would be £1.5M (or you could capitalise and ignore the A in EBITDA, same thing except, of course, it ain't)

On a revenue base of £3M, which grew 23% in H2.
Plus cash of £4M and nil debt. So I'll give them £1M or £2M credit there.

Their profits turn to cash - without stock comp legerdemain.

And how much investment to get these numbers?

..This year £13K, up 6x from £2K last year, £8K the year before.

Yes: that's K, with a.. K
Read 3 tweets
Sería muy interesante armar el maratón de #MCU alrededor de #Avengers, pero acomodando todas las escenas de todas las películas en una sola línea temporal. No incluyo las series por que sería sumamente largo y complicado.

Abro #hilo y me explico.
Actualmente hay dos formas (bueno hay un chingo) en que puedes ver todas las películas del Universo Cinematográfico de Marvel:
1.- En el orden cronológico de lanzamiento, es decir comenzar con #IronMan (2008), hasta llegar a #AvengersEndgame (2019).
2.- Viéndolas en orden cronológico de tiempo de los eventos, es decir, comenzar con lo que sucedió primero con #CaptainAmerica: The First Avenger y terminando con #AvengersEndgame. Esto sin contar los "flashbacks" con los que comienzan algunas como #GuardiansOfTheGalaxy
Read 56 tweets

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