Discover and read the best of Twitter Threads about #PE

Most recents (22)

1/Thanks to @steve_sedgwick and @cnbcKaren for having me on @CNBC #SquawkBox this morning.

We talked about - what else? - #inflation and #centralbanks and whether the #Fed & peers are 'making an historic mistake', in Steve's words.

A few charts & comments for background:-
2/It's trite to say the jump in price indices is *all* attributable to a 'basis effect' when they've accelerated so much THIS year.
3/ #JeromePowell and his merry band may wish to believe that the rise is a mere blip, but all too many businessmen & women (i.e., the people who *really* matter) seem to believe the converse is the case.
Read 10 tweets
Thromboembolic disease has defined the last year for our practice. #COVID has given us the time and unfortunately the patients to refine our interventional strategies. I get asked from time to time to describe the steps involved in a basic #PE case. So here goes....(thread)
(I'll cover concepts in patient selection another time). This illustrative case is a mid 50-s male with acute onset dyspnea 3 weeks after testing positive for #COVID19. No syncope, no pertinent medical history. OSa in the low 80s on RA. HR 115. RV:LV Ratio ~1.5 #iRad (1/ )
CTA shows bilateral, predominantly lobar distribution PE. Probably a small evolving infarct in the left lower lobe. (2/ )
Read 21 tweets
🧵I love #football

Have done since the 1980's ⚽️

Nowadays though, the off-field stuff seems to get as much coverage & column inches as the game itself 🗞️📺📱

Competition isn't just about trophies - it's about eyeballs, soft power, geo-politics, PR and #money

Quick tale...
Did you see that news report from the #US this week about the #billionaire financier #TomBarrack being arrested? ($250m bail)

In the weird (but fun) world we live in, that incident ties to #NewcastleUnited & the #PremierLeague

Say what?! 🧐

#FollowTheMoney #Networks #Power 💸
We have;

- Billionaires acting as back-channel diplomats (💰)
- Political actors orchestrating things but pretending they're not
- Qatar buy rights to #EPL for region
- Saudi pirate them #AJ #BeIn #BeOut
- SA try to buy NUFC
- Qatar say "No Way"

#Rights ✍️/👨‍👩‍👧‍👦
#Value (s) 💸🙏⚽️
Read 17 tweets
Thanks to @steve_sedgwick & @cnbcKaren for having me on #CNBC #SquawkBox this AM.

What did we discuss? Well, #inflation of course!

I prepared some slides for the show which I'm happy to present in this thread.
1/n
#macro #Fed #Yellen #JeromePowell #bankofengland #QE
Are people in denial or is the #centralbank money flood just drowning all the signals?
2/n
#inflation
#Commodities, #freight, #carbon - and a whole lot besides - sure do cost a lot more, these days.
3/n
Read 14 tweets
Thread Threadexplaining #PE Ratio & #PEG Ratio & its use in #FundamentalAnalysis

(Must read for #FA learners)

🙏Like & RT to spread learning with all🙏

Views Welcome👉@dmuthuk @Vivek_Investor @datta_arvind @caniravkaria @FI_InvestIndia

#FundamentalAnalysis #StockMarket
1⃣

Price to Earnings (#PE) ratio, also known as price multiple or earnings multiple is the ratio obtained by dividing the current share price by earnings per share (#EPS).

#StockMarket #Investing #FundamentalAnalysis
2⃣

P/E ratio is a reflection of the market's opinion of the earnings capacity & future business prospects of a company.

Companies which enjoy high investor confidence & have a higher market standing usually command high P/E ratio.

#StockMarket #Investing #FundamentalAnalysis
Read 13 tweets
🔥I am excited to share the outstanding interim results from #FLASH registry that were presented yesterday at #SIR2021!!💥

#medthread #tweetorial
1/11 Image
The treatment of #PE has been plagued by high acute mortality rates. Current risk stratification relies on #thrombolytics which carry a significant bleeding risk. #medthread #FLASH

2/11 Image
The #FlowTriever System, the first FDA-cleared mechanical thrombectomy system for #PE, is purposely designed to capture and remove large clot burden from big vessels in a single session without the need for tPA or prolonged #ICU stay. #medthread #FLASH

3/11 Image
Read 11 tweets
Começando a listagem de tweets recuperados para a arroba DanielCoelho23. Sumiram desde a nossa última checagem 1 tweets.
O tweet com id 1365053445795905543 de 2021-02-25 21:37:57 que falava sobre:
O que se espera: Câmara debatendo e resolvendo a imunidade para o COVID. O que está acontecendo: Câmara só quer saber da imunidade para proteger político que comete crime. #eitaBrasilvelhodeguerra #Pe...
Read 4 tweets
What is Equity #Portfolio #Risk Management?
If I understand your question correctly, the Equity Portfolio Risk Management should be primarily be concerned with managing the market and liquidity risk of Equity or akin linked Securities.
@GARP_Risk @CQFInstitute @icmacentre @ICMA
Other Portfolio Investment Management Risks might include =>
1.Transactional Risk
2.Price and Fair Value Modelling Risk
3.Financial Reporting Risks
4.Trading Microstructure Risks
5.Legal Risk
6.Hedging Risk using Risk Financing Methods
Investments and/or trades in the Equity Securities aka company issued shares generally falls into three-segmented and specialized market categories =>
Read 17 tweets
1/20

New in @ATSBlueEditor, the culmination of over 4 years of work in the @bradleymaron lab, in which we identify that #NEDD9 is a hypoxia-regulated pulmonary endothelial protein that directly binds activated platelets to promote pulmonary thrombosis.
atsjournals.org/doi/10.1164/rc…
2/20

The @bradleymaron lab previously discovered that the malignancy protein #NEDD9 promotes endothelial fibrosis by regulating collagen synthesis in human pulmonary artery endothelial cells (HPAECs), which could be targeted to inhibit #PAH in vivo.
stm.sciencemag.org/content/10/445…
3/20

As a pro-metastatic protein, #NEDD9 interacts with pro-thrombotic cell types, & it was shown to be ⬆️ via #HIF1α in cancer cells to promote migration. We hypothesized that #NEDD9 is ⬆️ by hypoxia in HPAECs ➡️ pathogenic platelet-EC adhesion.
cancerres.aacrjournals.org/content/70/10/…
Read 20 tweets
(1/22) Acute PE treatment. An ever evolving landscape.

How about a #tweetorial on acute pulmonary embolism (#PE) and how to use mechanical #thombectomy with @InariMedical #FlowTriever?? Lets goooooo!

#InariFellowsEdition #IRad #IC #cardiotwitter
Pic credit @Jonathan_PaulMD Image
2/ From @CDCgov data one American dies of a blood clot every....? #VTE #PE @PERTConsortium #InariFellowsForum
3/ Acute #PE stats

📊100,000–180,000 PE-related deaths annually in US

📊PE is the most preventable cause of death among hospitalized patients

📊3rd leading cardiovascular cause of death after coronary disease and stroke

⏱ 1 American dies of a blood clot every 6 seconds Image
Read 25 tweets
J’ai regardé ce documentaire qui passe ce soir sur @ARTEfr. Beaucoup de choses à dire.. je vais aller à l’essentiel.
SPOILER : comme d’habitude aucun recul sur ce sujet et aucun expert matériaux #plastiques...
Je suis au moins d’accord sur un point : il va falloir réduire les quantités de #déchets produites et les rationnaliser. Mais cela ne concerne pas uniquement les plastiques.
Je suis également d’accord pour dire sur chacun doit prendre ses responsabilités. Médias inclus.
On pardonnera les erreurs sur les noms des matériaux et notamment du PET. Mais généralement ce genre d’erreur grossière n’est pas bon signe.
Read 15 tweets
𝐍𝐞𝐰 𝐒𝐭𝐨𝐜𝐤 𝐈𝐝𝐞𝐚 - #𝐌𝐎𝐅𝐒𝐋

Market Cap-8,610

CMP- 580

@darshanvmehta1
𝐖𝐡𝐲 𝐁𝐮𝐲 𝐚𝐭 𝐂𝐌𝐏 𝐢𝐞 𝟓𝟖𝟎

#AMC
#Aspire
#Broking
#WealthManagement
𝐊𝐞𝐲 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐒𝐞𝐠𝐦𝐞𝐧𝐭𝐬

𝟏.𝐀𝐬𝐬𝐞𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭

#AssetManagement
#PMS
#SIP
#AMCYield
Read 9 tweets
@BainInsights shares some interesting #Insights on the state of affairs in #PE - bain.com/insights/covid… #GlobalTrends #Investing #Credit #CapitalFlows #PrivateEquity Some takeaways...(1/3) ImageImageImage
2/3 Overview of #PE space in 2020...#Credit #GlobalTrends ImageImageImage
3/3 Overview of #PE in 2020... ImageImageImage
Read 3 tweets
@BainInsights' 'Global #Healthcare PE & Corporate M&A report 2020' provides some good #insights in2 a key sector with attractive short- & long-term dynamics: bain.com/insights/topic… #PE #Investing Some takeaways...(1/5) General overview..PE Healthcare segment outperforming.. ImageImageImage
2/5 #Healthcare #PE 2020 overview of developments and trends in #NorthAmerica, #Europe & #AsiaPacific...North America leads the way with most deals & highest values #Investing #GlobalTrends #Innovation ImageImageImage
3/5 Overview Global #PE #Healthcare deal value reaching record highs in 2019 with #BioPharma as the key driver...#GlobalTrends #Investing Image
Read 5 tweets
The @BIS_org has dropped their 'Quarterly Review' bis.org/publ/qtrpdf/r_… for 2/3rds of it they have gone #CryptoNerd w. deep dives on #payments, #tokenization & Central Bank #DigitalCurrencies but it does hold plenty of other interesting #insights as well...some takeaways (1/11)
2/11 A look @ #PE, the state of #US public markets & murky #PrivateCredit dynamics..Co's increasingly avoiding the relative 'daylight' of public markets & #PE driving #IPOs as they take the #Exit..PE crew has been minting it in increasingly covenant lite private credit markets.. ImageImageImage
3/11 #VirusMarketWatch: Comparing front-load costs in key equity markets between Covid-19 & SARS.... Image
Read 11 tweets
@verdadcap has kindly shared a timely serving of #FoodForThought on #Crisis #Investing - Go grab a serving here: mailchi.mp/verdadcap/cris… It holds general & specific ideas 2 consider but the summarisations of past crisis are perhaps the most illuminating..a few takeaways..(1/10) Image
2/10 So where do you deploy funds in a time of #crisis? #Investing with those super connected #PE guys with long time horizons wld appear optimal but they tend to do their buying to the sound of violins when credit is cheap & plentiful... Image
3/10 #Investing in a #Crisis - the best opportunities may be unearthed in listed mid-size companies with solid 'boring' businesses tht has remained somewhat unloved in the euphoria in the good times... Image
Read 10 tweets
The @UBS 'Global #FamilyOffice Report 2019' holds some interesting #Insights...Some takeaways (1/10) ubs.com/global/en/weal… #GlobalTrends #Investing Image
2/10 #FamilyOffice #trends: General overview...Recession fears rising, returns fade, #PE best performer, #RE gaining traction, #ESG & #Tech is best longterm plays, #Geopolitics risks rising & #CyberSec is key concern... ImageImage
3/10 #FamilyOffice #trends: The family office trend really got on it's way since 2000 with the GFC acting as further catalyst as wealthy families got tired of what the major Wall Street players served up & decided to take control and bring key functions in-house...#Wealth Image
Read 10 tweets
#mcmcharts

1/

50+ important charts coming today and imo the picture is clearing up for the short-term

lets start with $AAPL
2/

monetary aggregates and unemployment - still have not turned #SPX #M1 #M2
3/

$NYSE internals are constructive and confirmed last equities highs which suggests that new highs are likely and that those have a possibility to be unconfirmed
Read 61 tweets
is market fairly valued or not?
understanding few basic concepts
The earnings that we generally expect to grow by 14-15% every year, assuming the real growth of GDP to be 8% and inflation to be 6%.
In the last 4-5 yrs the GDP growth has disappointed. (1/n)
That does not mean we believe the growth rate expected in future should be lowered, we still believe based on RBI and govt comments that India is a country where to employ the large number of people that join the workforce every year, we need 8% real GDP growth and (2/n)
Read 21 tweets
'Bad Bot' (part II) by @DrMurphy11

The story of a dangerously flawed #eHealth AI Chatbot.

A THREAD about #HealthTech #Hype, #AI #Governance & #MedicalDevice #PatientSafety.

Read on, or see the single tweet summary👇0/45
This thread follows on from a prior thread ('Bad Bot' - part I) & picks up the Babylon story from the #BabylonAITest event which was held on the 27th June 2018.

'Bad Bot' (part I) - 👇 1/45
The #BabylonAITest event was held at @RCPLondon & promised to reveal to the world, Babylon's latest "ground breaking research" & "the most exciting advances in Artificial Intelligence".

Dr Murphy was expecting Big Things from @babylonhealth...

2/45
Read 47 tweets
If you have an interest in #AI, #HealthTech or #PatientSafety - then please read this evidence based thread which tells the story of @DrMurphy11 & an #eHealth #AI #Chatbot.

Read on, or see single tweet summary here👇0/44
is not a 'nerd'; he's a pretty typical NHS consultant with an interest in #PatientSafety.

On 6th Jan 2017 a tweet about an #eHealth #AI #Chatbot in #NHS trials caught his attention, so he thought he'd take a look. 1/44

Evidence here 👇
Dr Murphy downloaded the @babylonhealth App & tried the #Chatbot with a few simple clinical presentations. It quickly became apparent that the #Chatbot had flaws, raising the question if the App had been validated as a triage tool?

As evidenced by👇 2/44
Read 45 tweets
#petrokimya fakiriyiz bildiğin, #petkm #sasa alınacak çok yol var. Image
Şu an %18 olduğu düşünürsek büyüme rakamları çok agresif. Image
Read 200 tweets

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