Discover and read the best of Twitter Threads about #OpportunityCost

Most recents (6)

1/ This is the largest issue with #Cryptocurency as a whole. This psychology. Scary as an investor. Price going up doesn’t make U a better project, company, tech etc. $CEL (LOW BETA) as it refers to pricing. Market Mechanics effect price. The project, company effects VALUE. 👇🏼
2/ Celsius #CapitalStructure & #Moat #6PlusRevenueStreams & VERY HIGH BARRIER TO ENTRY @CelsiusNetwork pays 80% of revenue back to depositor (married w/equity holder, so no conflict of interest as is case w/traditional Bank capital structures). $CEL © competitor 30% PROFITS lol
3/ Celsius didn’t or hasn’t listed on MAJOR exchanges, price is determined based on short term supply & demand. #MarketMechanics This effects the PRICE not VALUE. Not listing on Exchange allows them to give it back to community. Exchanges manipulate link.medium.com/Hpe9C3jSmhb
Read 16 tweets
Daily Bookmarks to GAVNet 09/24/2020 greeneracresvaluenetwork.wordpress.com/2020/09/24/dai…
Workers Keeping Americans Fed Are Going Hungry in the Heartland

bloomberg.com/features/2020-…

#americans #workers #hunger
Bridging of DNA breaks activates PARP2–HPF1 to modify chromatin | Nature

nature.com/articles/s4158…

#nature #dna
Read 8 tweets
I have been receiving requests to write about When to sell a stock/ investment ? #Whentosell

I’m writing this thread based on when I sell and logic behind the selling an investment

1. I sell when my investment thesis is wrong or the investment is playing out for wrong reasons
I invested in a few pharma companies with a hypothesis that #USFDA issues,pricing issues will be sorted and growth return to normal, but currently pharma has given me > 100 % returns for wrong reasons which I did not hypothesise #Covid19
2. I sell when my research or my analysis is wrong

In 2016 I invested in #Tarajewels based on #Graham net net, I was on a 30% profit, when i reanalyzed I found I missed to take into account #contingentliabilities and sold the position.
Read 13 tweets
#OpportunityCost is the aggregate net cost of doing something, vis a vis 'not doing it' at all.

The initial project, option & prospect of #Brexit came with huge opportunity costs, which were too easily pre-discounted as #ProjectFear. 1/
The initial #Leave case, dramatised by the #BorisBus, contended that UK could save its £350m pw #EU 'gross membership contribution' and pass that 'saving' straight to the #NHS - as 'additional funding'. 2/
The #Leave case focused on saving UK's #EU gross membership cost in favour of #NHS.

It ignored regular #EU annual contributions back into a multiplicity of UK projects, which would obviously be stopped, if we ceased membership.
3/
Read 34 tweets
Alright, this is a big life decision I've been mulling over and need thoughts on. Should I switch to R (or Python?), or stick with Stata? I currently use Stata, and the main reason I see for switching is to improve replicability in research. /thread
Stata
Pros: simple, lots of stats packages, frequently used by economists
Cons: proprietary, limited data visualisation capabilities compared to R

R
Pros: Beautiful graphs, open source, better programming
Cons: more limited for common stats applications, I'd have to learn it
I think research, including mine, needs to become more open source and easily replicable. Fundamentally that requisites public code and an open source analysis package. Stata is more likely to lose easy replicability as new versions are updated.
Read 4 tweets

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