BC ECONOMY
Saved by @Alex1Powell

1/ Thoughts on Disney's Analyst Day.

Obviously a longtime Disney D2C bull; I was astounded, shocked by slate's quality, range, volume.

This is Disney going beyond a digital "Vault" plus originals. It is saying all of your favorite stories, more,

 2/ Not just a stronger Disney+, but one that hugely raises the tablestakes of competition, growth, press coverage, notability.

Paramount+ plans new Star Trek year round. Feels quaint now. Peacock will have a Jurassic Park + Fast series eventually. Cool.

https://t.co/yaH4k4L1GA
3/ In "Content, Cars, and Comparisons in the 'Streaming Wars'", I wrote about how Disney $1B in content spend gets several billion of equivalent spend through its resonance

Mando was a top 5 show per @ParrotAnalytics in 2019. Disney thinks it can have 10 "Top 5s" a year.
4/ Trade talk can be misleading, but it takes only a cursory look at Twitter, the most popular shows of the past decade (Walking Dead, Thrones, Mando, Stranger Things), Disney's dominance at the box office (8 of top 10 in 2019) and wonder how to beat this

https://t.co/t8l0tQvuu1
5/ Roadmap doesn't just suck oxygen out of streaming wars (as Netflix did from 2014-18), it will enable Disney+ to rapidly grow its price

If I pay $54 a year to use Disney+ for 2 months, what happens when it's year-round?

Worth $15 month in 2023.

https://t.co/wyLkyzfqi8
6/ Disney obviously sandbagged its original 60-90MM estimate, but elevating this forecast to 230-260MM on the same time horizon, one year in, has to be the largest elevation at a company of this size... ever?
7/ Disney spoke about how much more popular Disney+ was with households without kids. That's key.

At the same time, half of those I know with kids... had set-up iPads for their kids to watch a four hour corporate event... out of enthusiasm for Disney+. That's unreplicable
8/ This is an impossibly great company. And still surprised.

From Oct 2019:
Disney, IP, and "Returns to Marginal Affinity"
https://t.co/8Rapc2gHi4
https://t.co/KDwt3Lh2c9
9/ Also important is to note the extraordinary talent Disney was able to attract despite (1) Capped backends; (2) IP constraints; (3) Disney+ centric distribution.

Darren Aronofsky making Disney+ docuseries? Patty Jenkins doing Star Wars? Amy Adams doing an Enchanted 2?

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Dinesh Sairam
Dinesh Sairam
@Dinesh_Sairam
1/ Since "liquidity" has been the buzzword these days, here's an anecdote and a powerful lesson from history about printing unlimited amounts of money. Story time. #fintwit

2/ Our story begins with Mansa Musa or Musa I of Mali, an African king who consistently figures in the list of richest people in the world (Inflation-adjusted). One of his given names was 'Lord of the (Gold) Mines of Wangara'. Lest we forget, Gold was the 'Money' in those days.


3/ One fine day in 1324, Musa decided to go on a pilgrimage to Mecca. Of course, it was easier said than done. Mecca was ~8,500 Kms away from Timbuktu, Mali. Ultimately he did make that journey and it has been recorded in the script "The Chronicles of the Seeker" by Mahmud Kati.


4/ Famously, he took a ton of 'money' (Gold) with him to aid in his journey (Well in his defense, it was ~8,500 Kms). About 60,000 laborers and soldiers carried 2 Kgs each and their camels carried 13 Kgs each, bringing the tally to an estimated ~1,30,000 Kgs of Gold.

5/ Being a generous King, he donated Gold left and right to every poor person he saw on the way. Regions of Cairo, Medina and Mecca became instantly 'rich'. The estimated donation is ~32,000 Kgs of Gold or ~$2 Billion in today's estimate.
ECONOMY
Rohit Lamba
Rohit Lamba
@rohlamba
0/ A holiday economic theory reading list. Some of my favorite pieces on theory that can be read with minimal sweat, but with the maximal intellectual reward. In no particular order:

1/ Myerson 1999. "Nash equilibrium & history of economic theory." JEL. Written with characteristic Myersonian elegance. "how a few short papers by a young mathematician achieved one of the great watershed breakthroughs in the history of social

2/ Blackwell & DeGroot 1986. “A conversation with David Blackwell.” Stat Science. After his PhD at 21, "There were 105 black colleges at that time & I wrote 105 letters of application." Beautiful discussion on a gamut of ideas & his intellectual life.

3/ Geanakoplos 1992. “Common Knowledge.” JEP. Zuper piece, lucidly written. Lots of interesting puzzles, great for teaching. When Moriarty says "All I have to say has already crossed your mind," Holmes retorts "then possibly my answer has crossed yours."

4/ Morris 1995. "The common prior assumption in economic theory.” E&P. This beauty was Stephen's first chap of PhD thesis! Does rationality imply CP? Does relaxing CP make theorizing uninteresting? Is failure of CP a failure of information processing?
ECONOMY , ALL
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Robin Wigglesworth
Robin Wigglesworth
@RobinWigg
A thread on an interesting report by Goldman Sachs' Peter Oppenheimer, the bank's chief global equity strategist. He points out that Goldman's "Bear Market Risk Indicator" is looking ominous.


There are three factors that suggest that the recent stability could evaporate and that equities are "about to enter a sustained bear market", Oppenheimer says.

First is the fact that growth, inflation and interest rate outlook is unfriendly for equities.


Second is that greater volatility, such as multiple corrections and new peaks (which we've seen in 2018) tend to presage a full bear market.


Here is Goldman's data showing how falls and bounces tend to come ahead of "the dramatic final fall".
ECONOMY
DataRepublican on gab
DataRepublican on gab
@DataRepublican
Originally posted Jan 5th - https://t.co/Vim3JlOtlZ

FULTON CO.

We're looking at "book votes." That is, people who are marked as having voted in the voter rolls. This is how Floyd County was detected - you had an excess of voters in the book vs. what was recorded on machines.


Jan 5th I mapped the book votes visually at a precinct level and found curious correlations that bears public scrutiny.

Screencaps are not from a public site, but underlying data given is real, public, and verifiable.

We'll be taking a precinct-by-precinct look at Fulton county excess votes. Excess meaning more recorded votes than book.

Fulton has 10K+ excess votes. This has been blamed on stale record keeping. At a precinct level, there are 14700 "excess" votes and 3900 "missing" votes.

This is a precinct map of Fulton County. There'll be a lot of data, so refer to these maps over and over until you understand. Here, the red and yellow/orange areas are where the most excess votes are (by ratio).


And for background context - this is a map showing where Trump votes are. This is a *relative* coloring not an absolute coloring (otherwise it'd be all blue). Fulton is strongly Democratic so the red areas are actually like 55% Trump at best whereas the blue areas are <5% Trump.
ECONOMY
LearnLifeWealthTravel | Dream Big, Think Growth !!
LearnLifeWealthTravel ...
@AnyBodyCanFly
Thread - How to spot a potential multibagger

Multiple fundamental parameters however we cannot be rigid on any of these parameters.

Be flexible to interpret things from bigger picture point of view.

Input 1 ~ No doubt on business survival

Come whatever event (health crisis, economic bubbles, economic recessions, political events, etc.), there should not be any doubt on business survival.

Earlier it used to be only food companies into this category, but now there are many.

Input 2 ~ Visible & sustainable growth potential

At any point of time, we can think with a certain common sense approach that if management wants, there can be a sustainable growth at any point of time.

Obviously this growth may come thru innovation, optimization, etc.

Input 3 ~ Management has vision towards growth

Management should be forward looking, should be able to read into future to build right growth avenues, should be considerate towards every stakeholder.

In addition management should be ethical & should have good social image too.

Input 4 ~ Promoter stake

There should be a reasonable skin in the game from promoter.

If in case there is a low promoter stake, then promoter should increase stake at every possible opportunity.

Also pledging should either be zero or minimal.
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@HiteshAwasthi89
Sri Parasurameswara Swamy Mandir, Gudimallam, Andhrapradesh

Gudimallam is a small village located in Chittoor district. It is seven miles away from Tirupati. This small village came to significance,due to it's very beautiful Shiva Mandir with history of thousands of years. 1/n


The main importance of the mandir lies in the Linga which is housed in the Garbhagriha of the temple & considered as the only one of such type. It is the earliest Linga discovered so far and it has been assigned to the 3rd century BCE.(Satavahana period) 2/n
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Kentaur Wolf2
Kentaur Wolf2
@fragma_dia2
Хајде да направимо мали осврт на случај Мика Алексић .

Алексић је жртва енглеске освете преко Оливере Иванчић .
Мика је одбио да снима филм о блаћењу Срба и мењању историје Срба , иза целокупног пројекта стоји дипломатски кор Британаца у Београду и Оливера Иванчић


Оливера Илинчић је иначе мајка једне од његових ученица .
Која је претила да ће се осветити .

Мика се налази у притвору због наводних оптужби глумице Милене Радуловић да ју је наводно силовао човек од 70 година , са три бајпаса и извађеном простатом пре пет година

Иста персона је и обезбедила финансије за филм преко Беча а филм је требао да се бави животом Десанке Максимовић .
А сетите се и ко је иницирао да се Десанка Максимовић избаци из уџбеника и школства у Србији .

И тако уместо романсиране верзије Десанке Максимовић утицај Британаца

У Србији стави на пиједестал и да се Британци у Србији позитивно афирмишу како би се на тај начин усмерила будућност али и мењао ток историје .
Зато Мика са гнушањем и поносно одбија да снима такав филм тада и почиње хајка и претње која потиче из британских дипломатских кругова

Најгоре од свега што је то Мика Алексић изговорио у присуству високих дипломатских представника , а одговор је био да се све неће на томе завршити и да ће га то скупо коштати .
Нашта им је Мика рекао да је он свој живот проживео и да могу да му раде шта хоће и силно их извређао
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Mystery Grove Publishing Co.
Mystery Grove Publishi...
@MysteryGrove
By popular demand, here is the official Mystery Grove Film Recommendations list. Watch all of these in order if you want to truly understand the world we live in today.
CULTURE
dan spaceman
dan spaceman
@ohlaika
ugh i wanted to do a thread about the wars in Star Wars and how the two outlying wars (the clone wars in the prequels and the cold war/civil war in the sequels) are really weird but i don't feel like it any more.

my first argument is that the Clone Wars were a really complex morally gray moment in Star Wars canon in like, 5 different directions and I'd kind of like to know why Lucas did that.

especially with the direct line that's drawn in the OT with the allegory of WW2 and Vietnam with the rebels being the Vietnamese and the Empire being America. That...doesn't exist in the Clone Wars.

for starters: it's weird it's called the Clone Wars. I get why, because that's what Kenobi calls it in STAR WARS, but the clones are a small facet in the larger story of the war.

the clones basically only exist as a macguffin in AOTC that is...extremely confusing ultimately. Because if you accept that Sidious has this grand master plan to use this war to destabilize the Republic and form an Empire...it's way too complex.
CULTURE
Guillaume Chaslot
Guillaume Chaslot
@gchaslot
The YouTube algorithm that I helped build in 2011 still recommends the flat earth theory by the *hundreds of millions*. This investigation by @RawStory shows some of the real-life consequences of this badly designed AI.


This spring at SxSW, @SusanWojcicki promised "Wikipedia snippets" on debated videos. But they didn't put them on flat earth videos, and instead @YouTube is promoting merchandising such as "NASA lies - Never Trust a Snake". 2/


A few example of flat earth videos that were promoted by YouTube #today:
https://t.co/TumQiX2tlj 3/

https://t.co/uAORIJ5BYX 4/

https://t.co/yOGZ0pLfHG 5/
TECH , FLAT EARTH