Parkin Furia retweeted
5 days since no clue where is baggage from AI 191, June 28th, Mum 2 EWRflight. My in-laws have BP & cholesterol and medicines were in the checked bags, they will soon run out of medications. Disgraceful of the airline to take no responsibility @airindia @rajeshdogra7 @RNTata2000
Parkin Furia retweeted
There should be a premium attached to the wisdom @bhogleharsha imparts!
It’s intuitive, but when he says it - it sounds like it’s cast in stone :)
Parkin Furia retweeted
What is a Credit Default Swap?
(and wtf is going on with Credit Suisse?)
"Lehman-like collapse" flooded the news this week as spreads on $CS hit 2008 levels.
But first, what is a CDS spread? What # is "bad"?
Quick breakdown on what this all means and why it matters:
👇
🧵/
Maybe, just maybe, ARKK’s Strategy is to buy some of the beaten down stocks in large quantities hoping a couple of them will turn into multi-baggers 🤔🤔
Parkin Furia retweeted
@BrightHorizons Your backup care benefit is extremely unreliable! 6 times in 3 weeks there were last minute cancellations due to which I had no childcare on all those days. This has had a major impact on my work @pfizer please reconsider your partnership with them #BrightHorizon
Parkin Furia retweeted
goosebumps reading @sbikh interview on the @deepigoyal and @zomato story.
this is the story of what's possible in 21st century India!
Parkin Furia retweeted
The higher the future Value creation assumptions baked in current asset prices, more susceptible it is to change in inflation/interest rates, earnings forecast and investors mindset.
Lower the price paid for future growth optionalities more is investors margin of safety. 101
Parkin Furia retweeted
1/ About a decade ago, MIT professor Andrew Lo lost 6 people (incl. his mother) to cancer over a 4yr span.
These losses spurred Lo to find a new financing model to cure diseases. One student used Lo's research to start a biotech firm that is now worth $8B.
Here's the story🧵
Parkin Furia retweeted
Some mental models that I find useful: fully-faltoo.com/2021/01/30/…
Parkin Furia retweeted
Buffett on Liquidity alphaideas.in/2020/03/12/buf…
Parkin Furia retweeted
A few important footnotes to explain a very scary chart:
The Fed Isn't Printing As Much Money as You Think
collaborativefund.com/blog/t…
Parkin Furia retweeted
1/
Get a cup of coffee.
In this thread, I'll show you a simple way to work out a fair price to pay for a wonderful business.
Parkin Furia retweeted
THREAD: 10 significant lies you're told about the world.
On startups, writing, and your career:
Parkin Furia retweeted
Happy to share my latest article: The Pleasure of Walking Tall linkedin.com/pulse/pleasure-… via @LinkedIn
The best print ad on savings I have seen in a long time.
