Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
 Q-Cap  Profile picture
 Q-Cap 
@qcapital2020
Familia • Immigrant • Ball is Life • Grift Detective • Ratioed Cramer • No Investment Advice • My Personal Views Only •
YieldFanatic Profile picture Fabien Bercht Profile picture Unidentity Profile picture david Christoph Profile picture Stephen Leung Profile picture 5 subscribed
Apr 13 • 8 tweets • 3 min read
1/This Amazon piece in the WSJ this morning had excellent insights on the culture Image 2/ Amazon had been working on their own private label food business called Wickedly Prime and wanted to replicate the top 200 items sold at Trader Joe's , the grocery store chain with a cult like following. So what does Amazon do? Hire a Trade Joe Senior Manager of course and throw her in a room like the movie Saw.Image
Mar 23, 2023 • 4 tweets • 1 min read
Hindenburg missing completely the Regional Banks but nailing Square.

Come on boys lol We did it! Image
Sep 21, 2022 • 4 tweets • 2 min read
1/
 $META increased R&D by 42% YoY last quarter.
This by far had the largest impact on Net Income.
A lot of this R&D is discretionary, and RL related.
If META reduces the speed of R&D, NI would directly be positively impacted, and they will. Image 2/
 Looking at the Cash Flow Statement you can see Top line could've been much higher if R&D was tweaked lower.
By default, their Net Cash by Operating Activities would also be impacted positively.
Again, this is mostly discretionary I would guess. Image