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"Sadly, watching the Chancellor, once again without even acknowledging or mentioning the excluded left me and so many others bewildered, angry and upset"
#GapsInSupport
Watch live or catch up here:https://t.co/CmnZHiHLqW
— APPG Gaps in Support (@APPGGapsSupport) January 13, 2021
âźď¸LIVE TWEET THREADâźď¸
"For some, the Government has stepped in, a financial safety net. But for so many others, our fellow taxpayers, they have been abandoned and left to fend for themselves"
#GapsInSupport
âźď¸LIVE TWEET THREADâźď¸
"In the words of @AndyBurnhamGM, 'basic fairness demands a solution be found'"
#GapsInSupport
âźď¸LIVE TWEET THREADâźď¸
"During the recall last week, Member after Member from across the House stood up and requested support for those who have been left out.
Incredulously, the Prime Minister said in response, 'Nobody has been excluded'"
#GapsInSupport
âźď¸LIVE TWEET THREADâźď¸
"Kim was deemed ineligible for SEISS because HMRC treats bereavement allowance and the pension payments from her late husband as trade income and therefore she falls foul of the 50/50 rule"
#GapsInSupport
Not just rhetoric, but actions that put lives of Members of Congress and Senators at increased risk.
Thread collecting these reports.
1/ Val Demings - "there was some inside
Rep. Val Demings has just confirmed to @CNN that she believes "there was some inside assistance" for the Capitol rioters.
— Amee Vanderpool (@girlsreallyrule) January 13, 2021
2/ Ayanna Pressley's Chief of Staff - Staff noticed all of the panic buttons in Pressley's office were torn out BEFORE the attack while they were barricading the room.
According to Ayanna Pressley\u2019s chief of staff Sarah Groh, the panic buttons in the Congresswoman\u2019s office were all \u201ctorn out\u2014the whole unit.\u201d
— Eoin Higgins (@EoinHiggins_) January 13, 2021
They don\u2019t know why or who did it. https://t.co/MLhxhi7nUp pic.twitter.com/l7wgoHOJKN
Also, the answer to a few questions including:
Yesterdayâs Value That Company!
Also, Why am I so dumb?
Finally, Why listen to me? đ¤ˇââď¸
Here we go!

A few years ago, I get a call from an acquaintance (we have several mutual good friends). Heâs running a fast growing consumer finance company and needs cash...
It isnât âI need $5 Million by Fridayâ but itâs close...

How fast are they growing? By the time we are negotiating the deal a week or 10 day later, the ask is up to $10 Million...

We did a little time travel yesterday on Value That Company, and I put you back in my shoes 3 years ago...
(Answer shortly)... https://t.co/mNFNGgHiMI

It is time... For reasons that will be clear tomorrow, we are going into the archives for the first 2021 edition of Value That Company!
— Matt Willes (@SkolCapital) January 12, 2021
Today: Consumer Finance
TTM: 217 M Rev; 12.7 M EBITDA
Prior year: 97 M Rev; -4.4 M EBITDA
2 yr ago: 23 M Rev; -2.9 M EBITDA
More details: https://t.co/rn8lbARa4V
The business is fascinating, but also extremely sensitive to assumptions, underwriting, etc...
Management is good, but also very aggressive which Iâm not sure I love...
Worse, we donât have the time to really dig into the numbers as extensively as Iâd like... https://t.co/np5UPBmjnu

Ok, stealing my thunder from tomorrow, BUT:
— Matt Willes (@SkolCapital) January 12, 2021
5% of customers never make even 1 payment: 100% loss rate
24% default before maturity: 15% loss rate
32% payoff < 90 days: 7% avg ROI
11% payoff > 90 days: 91% ROI
28% go full term: 121% ROI
"This was intentional... We've seen their assault on democracy for the last five years." - Andrea
.@AndreaChalupa goes through a timeline of events before and during January 6th. A couple things in here that I didn't know already. (I'm curious why the Kremers want so much credit for the march. That whole thing between them and Ali is confusing, but maybe GN will go into it).
.@SarahKendzior reads from an article she wrote in 2016. It's STILL relevant!
"This was coming so far in advance that you literally cannot tell the difference between an article that I published before he was even president and one that comes out now." https://t.co/owXeiDuqhc

I'm posting the above three tweets now then live-tweeting as I listen. This episode of @GaslitNation should be available wherever you get your podcasts soon, if it isn't already. I'm listening ad-free on Patreon.
Donald Trump pardoning war criminals and his mob buddies is a signal to his supporters that they can get away with violence. It's a recruitment tool. Police getting away with murder: recruitment tool. - Andrea, not a direct quote