-
2.5K posts


@3danrod @DudeWhoInvests Possibly but narratives could change extremely quick
English

Realizing that Trump has actually given us a gift:
Retirement is now $4.5 TRILLION dollars cheaper than it was before the Iran conflict began…
The Kobeissi Letter@KobeissiLetter
BREAKING: The S&P 500 has now erased -$4.5 trillion in market cap since the Iran War began on February 28th.
English

@DeItaone Yet 10,000 troops are being sent to the Middle East. 🤦♂️
English

@BourbonCap And Stanley Druckenmiller has more money than all of us put together
English

The reason that Meta is not Big Tobacco is because their product is completely different.
Nicotine is objectively more addictive than social media by multiples. Nicotine is a physical product that enters into the blood stream, crosses the blood-brain barrier, and physically causes a release of dopamine at a speed and level your body cannot naturally produce. It’s literally a physical product that physically changes your biology and creates physical dependency.
Scientists continually rank nicotine as one of the most addicting substances they study.
Social media is not nearly as addictive. The capture rate (the percentage of people that get addicted) is multiples less, the withdrawal profile is far less severe, and social media creates no physical dependency and doesn’t physically harm the body.
Social media companies design their products to be engaging as possible, with features like infinite scroll. But I don’t believe that rises anywhere close to the level of physical dependency and damage that big tobacco does.
It’s also worth pointing out that social media has many great use cases and when done in moderate amounts. With moderation people can network, communicate, learn, be inspired, and be entertained on social media. I don’t believe there are such positive benefits to big tobacco products, even in moderate amounts.
English

@PeterBoonen3 @oliverburdick Religion can offer a strong foundation of morals and values, without it, life feels empty or lacking in meaning. Having that sense of spiritual grounding can be comforting.
English

@oliverburdick It's all nonsense. I don't believe in fairy tales and god Doesn't exist it's all bullshit 🤢
English

@bdinvestingg Unpopular opinion - I think $META is a dying trend.
English

FICO has near perfect financials. It’s a fast growing, high margins, capital light business.
It also has a wide moat primarily from network effects and the deeply embedded nature of its scores in the financial system.
I believe the stock will outperform the market from here, and is a solid addition to anyone’s portfolio.
Having said that, I do not like the recent decisions from management. I don’t like that they’ve raised priced so fast that they put themselves under regulatory scrutiny. I don’t like that they competitively attacked their distributors (the credit bureaus) and have caused an all out war with companies that should be partners. I don’t like that their own customers now resent them.
I think FICO sacrificed a lot of goodwill for short term gain. Their moat is very wide, and will likely hold up and do fine anyway. But I’m pretty conservative and I have a preference for companies like Moodys or SPGI that seem to have better relationships with other parties.
English

@DrGoose305 @thega1nz They can change the age restriction if they wanted too
English

























