Discover and read the best of Twitter Threads about #promotional

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(1/12) Understanding mega cap companies helps us understand the broader #market because they have such an outsized impact on the indices people track and invest in. Yesterday we talked about big / ad #tech ( $GOOG $META) and today we are talking #retail.
(2/12) People forget that Walmart $WMT and Amazon $AMZN are the largest companies in the world by sales...

Heck, the US has a massive per capita #GDP thanks in large part to the #consumer / American's buying a lot of stuff.
(3/12) So lets take a look at the state of retail from the top down (macro / economy level) and then from the bottom up (micro / company level)…

We are bottoms up investors, but pay close attention to the macro as an overlay (and just out of interest!).
Read 12 tweets
Daily Bookmarks to GAVNet 07/31/2021 greeneracresvaluenetwork.wordpress.com/2021/07/31/dai…
The recycling myth: A plastic waste solution littered with failure

reuters.com/investigates/s…

Tags: big oil, advanced recycling, waste crisis, consequences
Three Dimensions of Leadership Agility

knowledge.insead.edu/blog/insead-bl…

#leadership #analysis
Read 8 tweets

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