Thread - omnibus, CRs

-Continuing Resolution (CR) is a mechanism to address a budgetary “gap”
Under @senatemajldr (not) awesome leadership CRs have become the norm, which is maddening because that’s NOT what CRs are meant for
-pocket veto
-veto
-President versus Congress

the Orange Hate Goblin is RAGING like an unhinged lunatic about the #FY21NDAA
it‘s a 4,517 page bill
Why is @realDonaldTrump threatening to veto it?
-no CDA230 (LOLs)
-renaming bases

Turns out that @POTUS NEVER respected our Military or our

@POTUS if reading 4K plus pages isn’t your thing (I am not judging you I tapped out at page 389)
the Conference pushed a 15 page aka cliff notes
remember Trump is threatening to veto
“confront current & future
security challenges from China, Russia, transnational terrorism, and beyond”

@POTUS The forceful disclosure of Companies that are actually owned by China - is a really BFD (Wall St impact) prohibition of supply chain too but this is BIG
“Establishes mandatory sanctions on Turkey for its acquisition of the Russian S-400 air missile defense system”
Skyborg program

@POTUS Oh you have my attention:

“Setting up a pilot program on the use of speed-based metrics to evaluate the effectiveness of cybersecurity providers, products and technologies”
See pages 11 & 12 cyber security sections
Deputy Assistant Secretary of Defense for Industrial Policy -PAS

@POTUS LOL literally the last page

“commission to study and provide recommendations,
within three years, concerning the removal of names, symbols, displays, monuments, and
paraphernalia that honor or commemorate the Confederate States of America”
See next tweet re GPS

CHRIST ALMIGHTY I think most of us knew we’d end up here
👇🏻and HERE WE ARE👇🏻

U.S. says Capitol rioters meant to 'capture and assassinate' officials-filing ... intended “to capture and assassinate elected

#Suven – Journey of my first 50 bagger…

I bought #Suven first in Apr 2013 around Rs 20…today after almost 7.5 years, its Rs 1000 (Suven pharma 920 adjusted for bonus + Suven Life 80)..CAGR of almost 68% for 7.5 years. I am fortunate to hold it throughout the journey and

1/n

add on multiple occasions on way up. Like to share my experience in this thread for everyone’s benefit..

First time I bought because I like the management focus on R&D. It had chosen the most difficult therapeutic area in pharma which is CNS and it was investing the cash

2/n

flow it used to earn from CRAMS. It also used to write off all the R&D expenses in the P&L instead of capitalizing it in BS. That gave me lot of comfort about management quality.

I kept on adding as funds keep coming. I remember giving a public presentation on Suven in

3/n

Mumbai at one analyst meet in Nov 2017 when it was trading at Rs 160. There was a huge call option embedded at that time in the form of SUVN-502. That would have been the blockbuster molecule if succeeded with market potential of $10 Bn plus..result was due in Dec 2019,

4/n

I loaded around 250-300 knowing the value of CRAMS business itself is more than 300.

SUVN-502 failed in phase-II trials, stock was down 15% from 300 to 250 in a single day, I added heavily. it was largest allocation in my portfolio because I knew the value of CRAMS business

5/n

We are belatedly entering the hearing.

Ian Wise is setting out arguments.

#StopStonewall

Ian Wise:

Transgenderism is very controversial territory. ‘Perceived by the victim’ very controversial.

References the Miller case. Complaint could be made by third party.

#StopStonewall

Ian Wise:

A comment that is ‘perceived’ to be transphobic.

In the Miller case this led to police action which was found to be unlawful.

#StopStonewall

Ian Wise:

My client is concerned that a boy may enter the girls toilets.

On page 336, Activity 1c we see the toilet activity.

My client has a genuine concern.

She has sufficient interest in the application.

#StopStonewall

This is a what I’d call a funny tale about how you never know how things are going to circle back:
(Long thread warning, but I think it's worth it)
1/?

My childhood was messed up. My mother was an abusive alcoholic and mentally ill. In 1995 when I was 12 years old, my parent's split. Originally the courts stated I had to stay with my mother, which I believe was the court's default decision at that point. 2/?

Truth be told, is usually the best choice for a child, just not in my case.
For my own safety I eventually ran away from her to live with my dad. I left behind my dog (who was also 12), and my three cats (Rocky 8, Jewel 10, and Scamper 12 years old). 3/?

After about a year of fighting in family court, my father was given full custody of me. I never spoke to my mother again.

My dad, being an electrician, would come home from work after particularly hard days and jokingly say, "Just don't work in electrical Bernie." 4/?

As a kid I didn't fully understand he was joking, so I took it to heart. I had a natural talent for the sciences and math, so I studied Physics and Math at Dalhousie University before switching to Marketing and Statistical Analysis at Saint Mary's University.
5/?