When people asked to reallocate funds from Police in Hamilton in June 2020, this happened. My view, the issue of resisting changes to police budget is far more systemic than people think. They invested in fighting it. @samnabi @ReallocateW @OfAcb @570NEWS

Doha links to Muslim Brotherhood. The Saudis want Qatar to end all financial support for the Muslim Brotherhood, which the kingdom has labeled a terrorist organization but Qatar is still doing business with MOUs to work with Doha.

The Doha Bank has a Toronto branch and were looking to expand Canadian branches.

Brookfield Asset Management and Doha connected with Brookfield Property Partners (BPY). Through a sovereign wealth fund, Doha holds $1.8bn worth of BPY and Qatar can force Brookfield Asset Management to buy them back for $1.8bn over the next 6 years.

Qatari funds ended up in a billion-dollar rescue by Brookfield Asset Management for a company directly tied to Jared Kushner.

Among the areas of focus identified by US Congressional investigators is Brookfield’s decision to pay nearly a century of rent in advance when it leased 666 Fifth Avenue in 2018, months before the Kushner mortgage fell due.

Canadian media has acted like the messenger for the devil's architects. Conservative supporters bought out the Toronto Star and Post Media"s foreign owned hedge fund are calling the shots.

Post Media in Canada represents a foreign ownership of the free press that would not be tolerated in the U.S., France, Japan or Germany.

As for Leon Cooperman, who owned 14% of Postmedia and 7% AMI, the SEC leveled insider trading charges against him for trades he directed in a small pipeline stock. Cooperman settled by paying $4.9 million, but neither admitted nor denied the accusations.

Postmedia's Deep Ties with American Media Inc.

In November 2019, Postmedia announced that 66% of its shares were now owned by Chatham Asset Management, an American media conglomerate which owns American Media, Inc., and is known for its close ties to the Republican party.

Back in 2014, Dentons & Imperial Oil partner on Internationally Trained Lawyer Articling Program in Calgary

Fraser Milner Casgrain (FMC) law firm was aquirred by Dentons. Their report shows how Harper tried to bypass First Nations consent. Josh Jantzi who wrote it became a solicitor for Enbridge for the Supreme Court case vs Chippewas of the Thames re: Line 9.

Report dated May 28-29 2012 titled: Aboriginal Consultation and Project Development prepared by Bernard J. Roth and Joshua A. Jantzi of Fraser Milner Casgrain. Mr. Jantzi now works for Dentons. Hired by Enbridge for Line 9 Supreme Court vs. Chippwas of the Thames.

Dentons endorsed the Isle of Man tax evasion system.

Dentons created from merger of SNR Denton, Fraser Milner Casgrain and Salans and later merged with Chinese law firm Dacheng in 2015.

You have heard a lot about how anon accounts are being doxxed by Sarah Mojarad. I learned yesterday that I am unfortunately one of those accounts.
SARAH MOJARAD DOXXED ME.
And she could dox you, too.
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1/

Get a cup of coffee.

In this thread, we'll cover *State Quantities* and *Flow Quantities*.

This mental model can help us analyze many different entities -- from complex engineering systems to publicly traded companies.

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A "State Quantity" is something that's associated with a *specific point in time*.

For example, the number of followers a Twitter account has is a state quantity. This number can go up and down over time. But at any one *specific* time point, it's fixed.

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Similarly, the amount of cash a company has is a state quantity.

This cash balance can also rise and fall over time.

But pick any one *specific* time point -- and the company can only have one *specific* cash balance at that time point.

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By contrast, a "Flow Quantity" is something that's associated with a time *interval* rather than a time *point*.

For example, the number of followers gained by a Twitter account is a flow quantity. It's meaningful only when we specify a time interval (eg, the last 30 days).

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A simple analogy is that a State Quantity is like a photo -- a snapshot at a particular *point* in time.

But a Flow Quantity is like a video -- a record of events that take place during a particular time *interval*.

1/

Get a cup of coffee.

In this thread, I'll help you work out how much money you need to retire.

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The goal is simple.

You want to accumulate a *large* portfolio of assets.

How large?

Well, you should be able to quit your job. And you and your family should be able to live comfortably for decades -- just off of the income generated by this portfolio.

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This is the crux of the "FIRE" movement.

FIRE stands for "Financially Independent, Retired Early".

The basic philosophy is: keep your spending needs low. Save a large portion of your income. Invest these savings. With luck, you'll be able to retire early.

4/

FIRE advocates have a rule they love to cite: the 4% rule.

The 4% rule says: your annual expenses in retirement should not exceed 4% of your portfolio.

You can use this rule to calculate how large a portfolio you need to accumulate before you can quit your job and retire.

5/

For example, suppose you and your family need $40K/year to live comfortably in retirement.

Then you need to accumulate a portfolio that's at least $1M.

Another way to say this is: your portfolio should be at least 25 times your annual expenses in retirement.

My investing style: Buy and hold high-quality businesses

Here are 15 traits that tell me I've found a great business ⬇️

1/ Recurring Revenue

Types:

Business Services $MCO
Contracts $AMT
Consumables $MNST
Exchange $MKTX
Franchise $WINA
Membership $TDOC
Platform $ETSY
Razor/blade $DXCM
Real Estate $STOR
SaaS, PaaS, IaaS $TWLO, $NOW, $FSLY
Subscription $NFLX
Tollbooth $BIP

2/ Recession-Proof Demand

Great companies sell products/services that are in-demand in good times and bad

That allows them to grow regardless of what is happening in the broader economy

3/ Organic Growth

"Organic" growth: Growing by increasing sales of internally developed products/services

"Inorganic" growth: Growing from mergers & acquisitions

Organic Growth > Inorganic Growth

4/ High & Expanding Gross Margin

Indicates that the company’s products/services create a huge amount of value for the customer

Rising gross margin also indicates pricing power