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Bluegrass Capital
@BluegrassCap
, 3 tweets, 2 min read Read on Twitter
VEEV's ascent to system of record for the life sciences industry
obvious parallel's between the pain points VEEV is addressing for drug development co's with the challenges that remain unsolved in the mortgage industry
VEEV uses CRM for part of its cloud infrastructure; if we see an agreement like this bt a vertical market SaaS co & AWS/Azure... Im pretty sure that co would be a long
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Bluegrass Capital
@BluegrassCap
S-1 for electronic bond trading operator Tradeweb ht @TenYearNote sec.gov/Archives/edgar…
the ongoing "Electronification of Trading"
key accelerant for electronification in fixed income trading: majority of desired "trades" are multi legged positions, & w/o price transparency and guaranteed execution that each leg will price as quoted, the overall trade may not be desirable to put on
Read 4 tweets
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Bluegrass Capital
@BluegrassCap
CSGP eviscerating Apartments . com competitor RentPath
CSGP's success w LoopNet post acquisition
CSGP wants its raw commercial property listings site to layer on consumer friendly content... taking their OTA and creating a Tripadvisor on top of it
Read 4 tweets
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Bluegrass Capital
@BluegrassCap
Buffett breaking down some very important concepts via KHC example

1) returns on tangible capital (core business quality)
2) returns on total capital (what you pay as an investor)
3) importance of reinvestment opportunities (what drives future value)
then Buffett contrasts KHC's lack of reinvestment opportunities w COST, who has successfully reinvested into its business (using private label as an example) & created an order of magnitude higher value for shareholders
Buffett: "it depends on interest rates. We've talked about that before. If you tell me that 3% long bonds will prevail over the next 30 years, stocks are incredibly cheap."
Read 3 tweets

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Ninjamonkey
@Aryanwarlord
A taste of how @narendramodi is putting systems into place to ensure a better future for #India & preserve the #environment . #ModiFor2019
Have just come back after taking a round of a large #sewage treatment plant of a facility that's going under live monitoring
1/n
The @PMOIndia ,@moefcc ,@CPCB_OFFICIAL & other statutory bodies have begun work on a massive interconnected net of sensors that will measure & monitor wastewater being generated & treated at all large commercial & industrial units in #India. 2/n
This system is designed to ensure no large #industry or facility can release untreated #sewage & harm the #environment.
The readings from the sensors will be monitored live at 7 locations including the @PMOIndia .
#ModiSarkarMeriSarkar
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Nithyananda on Wealth
@eN_wealth
#Pain is a #blessing in disguise!

Just look back at your life. When you were happy about something, did you ever wonder about the meaning of life? Did you look inwards to see who you are, what life is all about? Did you feel the need to deeply know about the ultimate Truth? No!
When things go smoothly you just blindly follow the same routine with barely any awareness or consciousness. There is nothing to jolt you into awareness from your routine so you continue without any awareness. But when #pain happens, it makes you look at life objectively.
It forces you to look deeper into life, to learn why you react the way you react and seek to uncover the real #mystery of life. #Pain is the key that can open the door to the world of #reality; the choice is yours to open the door or not.
Read 6 tweets
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jimmy pudussery 📖🏀
@jimmypudussery
YouTube stream of the Annual @PPFAS Unitholders' Meeting. The Unitholders' Meeting starts at 4pm IST

#PPFASagm #PPFAS
The YouTube channel for @PPFAS
youtube.com/user/ppfasltd/

#PPFASagm #PPFAS
Pre-reading 🤓 for the #PPFASagm by @RajeevThakkar

amc.ppfas.com/about-us/lette…
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Adam Payne
@adampayne26
Discussed Brexit/no deal with half a dozen pharmaceutical/medical industry leaders this morning. Here are some concerns/causes for panic they raised...
1) Capacity: warehouses can stockpile *some* goods but others have short shelf lives; need personalised conditions, temperature control. Currently "there isn’t capacity in the system” to deliver such a big, complex array of stockpiling methods, life sciences industry leader said
2) Uncertainty: UK gov is identifying stockpiling sites in UK & EU but still hasn’t said exactly how much capacity is needed to stockpile necessary medical/pharma goods. “There isn’t much info coming out. The honest answer is we don’t know,” life sciences industry head admitted
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Victoria Brownworth
@VABVOX
It's 3:30am and I am crying because I am just so sick and this past week has been an incredible struggle to find some kind of balance between grasping for shreds of wellness and trying to carry on writing and meeting deadlines.

It's just so terrible.
In the midst of this it is the grim anniversary of my being paralyzed. And #PTSD does not take a holiday.

I honestly cannot bear how my life is some days. The restrictions, the relentless pain, the anxiety, the yearning to be well.

I miss wholeness. Even the wholeness I had.
I'm not asking anyone for anything. I'm just crushed by all of it in this moment.

It is so hard knowing this is how it will be for always.

And I want to be brave and model that for others, but dear G*d suffering is NOT ennobling. It just wears you down every blessed day.
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KidTempo #FBPE
@KidTempo
#Remain voted for:

A say in whether the EU enlarges or not.
A say in if the EU federalises or remains a union of independent states.
A say in if there is an EU army.
Being the financial capital through which the majority of € is traded while still keeping the £.

#BrexitReality
#EnlargedEurope

The UK has taken the lead in efforts for EU enlargement. It pushed for the inclusion of Eastern European states. It pushed for Turkey to get its shit together so that it could join (which it made very slow progress with, and has largely been undone by Erdogan)
After #Brexit, the UK will have no influence on EU enlargement. In fact, as setting the EU as a rival, every country that joins the EU will a) strengthen the EU, and b) unravels any trade deals that the UK will have made with that country, isolating it further.
Read 25 tweets

Trending hashtags

#remain #Mox #Revolution #NoBrexitBetrayalVictoriaAtkins #components #pain #EnlargedEurope #criminal #budget #EU27 #stopbrexit #licensing #LiquidFunds #HardBrexit #textiles #TariffsAreTheGreatest #Tesco #fears #America #prevention #MFN #Lexiters #disease #NoDeal #CPTPP
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