Discover and read the best of Twitter Threads about #Value

Most recents (24)

1/ This is a thread on my rationale underlying the #investment opportunity in #defense firms. A compelling #value opportunity in an otherwise mostly expensive market. Touches on the realities of human nature and the growing risk of global conflict.
2/ The history of man is largely a history of conflict. As advanced in technology and morals as we'd like to think we are, I tend to side with the Hobbesian view that the the natural state of the world is one of anarchy, or: "the condition of Warre."

gutenberg.org/files/3207/320…
3/ Governments serve many key functions and can take many forms - I'm partial to liberal (lowercase L) democracies - but historically all share a common purpose and source of legitimacy: to keep their citizenry safe. There can be no prosperity without security.
Read 25 tweets
The findings show an absence of a systematic and coordinated plot to take over these schools and an absence of any concerted and deliberate plot to promote radicalisation and violent extremism of Muslim children in these schools or elsewhere

#TrojanHorse

tandfonline.com/doi/abs/10.108…
language used to talk about the issues of “radicalisation” & “extremism” is itself the subject of considerable debate (Kundnani 2012; Lynch 2013). There is also a difficulty in understanding fully these issues cos there is a lack of an objective or universally accepted definition
As soon as the media took hold of the allegations, there was huge publicity about the promotion of extremism, radicalisation & terrorism.
At the time, the press also expressed many irrational anxieties about these Muslim majority schools (Arthur 2015). Even though, from the
Read 80 tweets
@medcitynews reports that even with the #remote #patient #monitoring (#RPM) codes, reimbursement for #digitalhealth remains a challenge. The article is linked below, but for a deeper dive, read the thread 1/
medcitynews.com/2021/09/remote…
We've knows about this for a long time @omadahealth--really since our founding. We got an #NPI. We billed #claims. We helped get the first ever #CPT code (0488T) for fully virtual care. But there's more to do. 2/
(You can learn about contracting as a #virtualfirst #provider @_DiMeSociety workshop on that very topic this week! Register here:us02web.zoom.us/webinar/regist… ) 3/
Read 12 tweets
1/🧵 “Live every day like you have a terminal illness.”

The most important thing I learned @ISICEM, after 3 ✈️ & 4,400 miles to Belgium for this huge meeting of #COVID ICU doctors, had nothing to do w science.

The iconic @JRandallCurtis1 taught me…(pic & story shared w perm) Image
2/ My friend of 25 years opened his lecture on End-of-Life with, “I have a disclosure of sorts. I’ve been diagnosed with ALS (Amyotrophic Lateral Sclerosis, aka Lou Gehrig’s disease), so this will probably be the last time I lecture at this meeting.”

Then he asked us to PAUSE. Image
3/ Talk about a Frame Shift.

I already knew, but it all hit me like a thunderbolt⚡️. The Father of ICU EOL #PalliativeCare research & former president of @atscommunity had just told us all that he has a fatal illness, and we could hear it in his speech pattern.
Read 12 tweets
#Global #ETF (thread): 26 Aug 2021

- 2020 worst perf #sectors making still leading in 2021 $IXG $IXC

- This is helping #oil producing countries with #SaudiArabia & #UAE in top5 #Country ETF YTD performers in USD $KSA $UAE

- #SouthAfrica $EZA still in top30 YTD performers
2/12

#EmergingMarkets #ETF seriously lagging #DevelopedMarkets ETF, mostly due to disinvestment from #China.

#SouthAfrica might need a lot of catch up, but $EZA YTD performance in USD (+8.2%) is still ahead of $EEM (-0.95%)
3/12

#Global #Value #stocks enjoyed short-term recovery to the end of April, but since then, $IWVL #ETF really struggled against #Quality & #Momentum. Over 1yr period it is however still the best-performing #factor, very much in its recovery phase.
Read 13 tweets
So I’ve gotten some questions about @ClevelandClinic Urgent dispatch. (A thread)
We have a team of 6 APPs who are specially trained and have backgrounds in home care, hospital medicine and emergency medicine. They’re brilliant.
We get consults from a lot of places - cardiology, pulm, primary care. Neuro. One of our EDs refers “soft admits” that would’ve maybe been an obs.
Read 8 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
(1\25) The #vision & addressable market opportunities of Blockchain’s such as @ElrondNetwork & accompanying #community/network $EGLD ⚡️ is vast beyond what many can fully grasp. It’s the opportunity to re-write the rules of the status quo system that currently serve the few (1%) Image
(2\25) & inherently promotes inequitable opportunity & wealth inequality. #Blockchain systems can re-shape every industry #Finance, #Entertainment, #SupplyChain, Content Delivery, #BigTech, #Food, #Agriculture, #Education, #Politics/Government, #Transportation, #healthcare
(3\25) #Digital gaming etc. The existing status quo system restricts the majority from participating both in the value sharing (#investing) at the ground level due to supposed accredited investor protections & the value creation (new products/services) unless one has access to
Read 26 tweets
Launching A Thread On #Value #Investing

In Coming Days,I Will Share Fundamental Check List By Famous Investors-What They Look in Companies Before Investing

“Gems Included-Work In Progress👨🏼‍💼”

🌁Warren Buffett
🌁Charlie Munger
🌁Jessie Livermore
🌁John Templeton

Stay tuned…😎
Investing Is A Unique Kind Of Casino Where You Cannot Lose In The End,So Long As You Play
Only By The Rules That Put The Odds Squarely In Your Favor."

—Benjamin Graham
(The Intelligent Investor)
Understanding How To Selects
Winning Stocks Starts With Analysing The Investment Philosophy Of The Company.The Company Should Have

📝Consistent Earning Power(EPS)
📝Good Return On Equity (ROE)
📝Capable Management
📝Stock Should Be Sensibly Priced

—Benjamin Graham
Read 8 tweets
Daily Bookmarks to GAVNet 05/23/2021 greeneracresvaluenetwork.wordpress.com/2021/05/23/dai…
Watch a Robot 3D Printing the Rocket for Relativity Space’s First Orbital Launch

singularityhub.com/2021/03/28/wat…

#robotics #3DPrinting #RocketProduction
MOBLOT: A theoretical model that describes molecular oblivious robots

techxplore.com/news/2021-05-m…

#robotics #swarms #models #oblot
Read 10 tweets
[Thread]
Analyse de la société Mint, distributeur d'énergie proposant à ses clients des offres éco-responsables à des prix compétitifs
Je suis actionnaire.
▶️ Activité/Contexte/Gouvernance/Marché/Base client/Projections/Valorisation (💰💰💰)
Mint SA, ancien Budget Telecom (ALBUD), est depuis 2017 un distributeur d’énergie proposant à ces clients des offres éco-responsables à des prix compétitifs. La distribution d’électricité représente 95% de son activité contre 5% pour l’activité télécoms.
Mint a fait l’objet d’une OPA à 10 euros en septembre 2020 sur la base d’un prix de 10 euros par action avec la volonté de retirer la société de la côte via une OPRO. A cette date la société comptait 100 000 clients énergie.
Read 33 tweets
Daily Bookmarks to GAVNet 04/29/2021 greeneracresvaluenetwork.wordpress.com/2021/04/29/dai…
What life conditions drove you to work for societal and cultural transformation?

campus-coevolve.org/what-life-cond…

#transformation #society #culture #biography #LifeConditions
Large-scale origami locks into place under pressure

nature.com/articles/d4158…

#LargeScale #OrigamiDesign #FacilityStructures
Read 10 tweets
Okay, I love @POTUS #CaregiverInChief but lowering drug prices is a complicated economic web — healthcare isn’t something that you pay for like a new car, it’s mediated by a third party 1/x #drugprices #pharma #medicare #medicaid
Take International Reference Pricing for example. (Lost you already, haven’t I?) This type of negotiation tool ties drug prices to caps set using “QALYs” - Quality Adjusted Life Years 2/ #health #pharma #medicine #innovation #caregiving #advocacy statnews.com/2019/02/22/qal…
3/ Don’t get me wrong - #health care needs to be affordable & #accessible & costs should be accessible. But tying access to medicines based on the economic “value” of a person’s life unfairly discriminated against older #adults & ppl w/ #disabilities, see ncd.gov/sites/default/…
Read 15 tweets
I'm going to be posting a thread that contains a great overview of liquidity as an investment style. Shout out to @FocusedCompound and $GEOFF for introducing me to this work. #fintwit #value $fgf $nc #otc

🧵/ Image
Image
Image
Read 27 tweets
Daily Bookmarks to GAVNet 04/12/2021 greeneracresvaluenetwork.wordpress.com/2021/04/12/dai…
The Weekly Quill – The Hope Diamond in the Rough

linkedin.com/pulse/weekly-q…

#history #diamonds #mining
You Might Have Earned It, But Don’t Forget That Your Wealth Came from Society

evonomics.com/wealth-of-huma…

#wealth #SocialInstitutions #value #InformationProcessing #profit #power #responsibility
Read 10 tweets
Daily Bookmarks to GAVNet 04/10/2021 greeneracresvaluenetwork.wordpress.com/2021/04/10/dai…
Complexity Economics: Proceedings of the Santa Fe Institute's 2019 Fall Symposium (Dialogues of the Applied Complexity Network)

jasss.soc.surrey.ac.uk/24/2/reviews/3…

#ComplexityEconomics #SantaFeInstitute #proceedings #book
Read 10 tweets
Highlights "Winsemius in Singapore's Economic History" via @YouTube
We must remember what Lee Kuan Yew used to say about the prospects of political system democracy in underdeveloped societies.
This American or UK Style one man one vote political system has no cultural, political, societal, economic, or dialectical antecedents in several of the Asian, Latin American or African Countries.
Read 4 tweets
"The Evolution of Agency"

Follow this thread for highlights from today's seminar by @WiringTheBrain of @trinitycollege. Watch without login on Facebook (we will post the recording to YouTube within 24 hours):

facebook.com/santafeinstitu…
"The genome doesn't specify the outcome at all; it just encodes the biochemical rules by which development happens."

- @WiringTheBrain on the multi-level interplay of "nature" and "nurture" on #personality ImageImageImageImage
"It's trendy today to deny that #FreeWill is real."

- @WiringTheBrain quotes @SamHarrisOrg & Schopenhauer on the prominence of biological #determinism and neural #reductionism in modern thinking on the nature of choice.

facebook.com/santafeinstitu… ImageImageImageImage
Read 9 tweets
Daily Bookmarks to GAVNet 03/30/2021 greeneracresvaluenetwork.wordpress.com/2021/03/30/dai…
Complex Systems: Volume 30, Number 1 (2021)

complex-systems.com/current/

#complexity #journal #CurrentIssue
The Law of Regression to the Tail: How to Survive COVID-19, the Climate Crisis, and Other Disasters

papers.ssrn.com/sol3/papers.cf…

#RegressionToTheTail #risk #FatTailedRisk #COVID19 #pandemics #ClimateCrisis #RiskMitigation
Read 8 tweets
Let’s talk about the economy.
You agree: “A logical next step.”
Would you mind if I’m blunt?
“Fire away.”
It’s shit.
“The economy?”
Yes.
“Well, that is blunt.”

1/52
#economy
#society
#talk
You ponder for a moment, then ask, “Is this another of your enemies?”
The economy?
“Yes.”
An enemy to humanity and the biological world?
“Yes.”
I hope, by the time this thread is complete, you’ll tell me.

2/52
#society
We’re talking about the supply-and-demand, producer/consumer, deregulated/lightly-touched, invisibly-handed, limited-resource-distributing, market-based economy that prevails across much of the world.

“And it’s all entirely shit?”
Well, perhaps I need to qualify that.

3/52
Read 54 tweets

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