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"We’ve changed logistics, transportation, supply chain, purchasing, and 3rd party seller processes to prioritize stocking and delivering essential items like household staples, sanitizers, baby formula and medical supplies. We’re providing a vital service" blog.aboutamazon.com/company-news/a…
I work with many colleagues who are doing essential work, like scaling Microsoft Teams to over 44 million DAU, a figure that has grown by 12 million in just the last seven days. And those users have generated over 900M minutes on Teams each day this week. linkedin.com/pulse/coming-t…
"University of Bologna in Italy moved 90% of courses for its 80,000 students online to Teams within 3 days – certainly a first in the university’s 900-plus year history. And an elementary school in Japan hosted its graduation on Minecraft, building its own virtual assembly hall."
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Tren Griffin
@trengriffin
1/ A term used in finance you will start hearing more is a "PIPE", which is a "private investment in public equity." It involves the selling of publicly traded common shares or some form of preferred stock or convertible security to private investors. A PIPE isn't cheap funding.
2/ Use of a PIPE was particularly common during the period after the Telecom/Dotcom bubbles popped. jstor.org/stable/4350425… One type of PIPE to be avoided by any issuer is the aptly named “death-spiral” version, similar to the PIPE issued by eToys in June of 2000.
3/ PIPE investors can potentially earn a significant premium to market because of the Cash Rule (CR)*

PIPE Investors can also suffer big losses. A PIPE can fund within 7-10 days of receiving commitments. media2.mofo.com/documents/faqs…

*CR: The one who has the cash, makes the rules.
Read 3 tweets
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Tren Griffin
@trengriffin
Transfer price conversations are happening everywhere. A sales based metric may be useful in many cases. Some leases were % already.

"Restaurant Brands has temporarily converted rent to being based on sales and deferred rent payments for up to 45 days." cnbc.com/2020/03/30/bur…
"The lease is everything in our business. The golden number is rent at 8% of revenue,” but he said achieving that is usually impossible in a place like Manhattan. I know of one restaurant lease at 7% and another at 10%. It depends. 25iq.com/2017/10/07/a-d…
A former McDonald’s CFO: "We are not technically in the food business. We are in the real estate business.” 25iq.com/2017/10/28/a-d…
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Tren Griffin
@trengriffin
"Any FDIC bank, any credit union, any fintech lender will be authorized to make these loans” to a small business subject to certain approvals, Mnuchin said." bloomberg.com/news/articles/…
"loans are potentially forgivable up to 100% of the principal amount borrowed. Unlike disaster loans, these loans there is a presumption of negative impact from COVID-19. These loans do not require collateral or guarantees." natlawreview.com/article/summar…
"The maximum value of a company's loan will be equal to the lesser of $10 million or the sum of 2.5 times the average monthly payroll cost in 2019. This includes wages for employees as well as expenses for paid sick leave, health care, and other benefits."
Read 3 tweets

Related threads

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HUNTSMAN 🇺🇸
@man_integrated
🚢𝐏𝐞𝐛𝐛𝐥𝐞 𝐈𝐧 𝐓𝐡𝐞 𝐏𝐨𝐧𝐝

The US, above all, depends on its ports to keep the retail supply chains moving - we are a net importer, with a trade deficit of $600B for 2019.

What happens if the ports - our lifeblood - are bottlenecked?

Thread.
Prerequisite 1:

Understanding how US supply chains are tightly interconnected with China...

2/
Prerequisite 2:

Understanding how the US consumer market is an import-focused model that has shaped the framework of US logistics and supply chain management...

3/
Read 25 tweets
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Tom Inglesby
@T_Inglesby
We need to increase the operational capacity of the US fed govt COVID response by orders of magnitude now. We need a new model - what we have isn't powerful enough. And this is with the COVID epidemic only at its earliest phases here. 1/x
There are dire shortages of masks around the country – N95 and surgical masks. This
NYT report says doctors and nurses are at war with this virus with no ammo:
nytimes.com/2020/03/19/hea… 2/x
There are shortages that are impairing diagnostic testing – critical reagents, swabs and pipettes. There are anticipated major shortages of ventilators as the numbers of critical ill pts rise around the country. 3/x
Read 20 tweets
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Daniel Sinclair
@_DanielSinclair
“Mr. Xi’s visit comes as China re­ports a steep de­cline in the num­ber of new cases. On Tues­day, Wuhan shut down the last of the 14 tem­po­rary hos­pi­tals that it had built to ac­com­mo­date the sud­den surge of new pa­tients.”
A signal that China can get back to work:
But, despite this victory lap for the Xi presidency, China is very much not back to normal. Those who can leave Hubei will still need to quarantine. Their Alipay health codes will still be red. They’ll still be shunned from society.
Read 3017 tweets
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Daniel Sinclair
@_DanielSinclair
"Who wants to go to the dentist or the hospital during an outbreak if a visit isn’t necessary? Yet health spending is 17 percent of the U.S. economy — more than triple the proportion spent in China."
"Agriculture, a sector not noted for day-to-day social interaction and so potentially less harmed by social withdrawal, is a 10 times larger share of China’s economy than it is in the United States."
"For all the talk about the global 'supply shock' set off by the coronavirus outbreak and its impact on supply chains, we may have more to fear from an old-fashioned 'demand shock' that emerges when everyone simply stays home."
Read 3038 tweets
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Daniel Sinclair
@_DanielSinclair
The cliché cover photos have even become a meme of sorts for Asian Americans and westerners, with people from many backgrounds throwing their hat into the ring with corona aesthetic ™
Last Monday, a young Singaporean man — Jonathan Mok — was assaulted in an unprovoked hate crime on Oxford Street in London. The men reportedly yelled “I don’t want your coronavirus in my country.” theguardian.com/uk-news/2020/m… Image
I don't know why the man in Flushing collapsed, but he doesn't look much older than Jonathan Mok, and as we approach this pandemic, I am given a little hope in that — unlike China's lifeless pariahs on the streets — people came to help in America. ImageImage
Read 3004 tweets
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Daniel Sinclair
@_DanielSinclair
Saint Patrick's Day celebrations winding down next. A year without culture or celebration.
"This is a unique virus, with unique features. This virus is not influenza. We are in uncharted territory." cnbc.com/2020/03/03/who…
"Dr. Mike Ryan, executive director of WHO’s health emergencies program, said Monday that the coronavirus isn’t transmitting the same exact way as the flu and health officials have been given a 'glimmer, a chink of light' that the virus could be contained." Image
Read 2981 tweets

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