MrRatable
3.3K posts
SEC Preparing Proposal to Eliminate Quarterly Reporting Requirement, Sources Say -- WSJ Regulator could publish the proposal as soon as next month, which would then be subject to a public comment period of at least 30 days where the SEC will vote
Bleecker Street is short Via Transportation (VIA) Link: bleeckerstreetresearch.com/research/via
Friend of a friend (idk him) has gone on 1000+ Hinge dates. Bald. 5’7. Pretty chubby. Gets tons of first dates but the conversion is brutal: • 2nd date: ~1 out of 15 • 3rd date: ~1 out of 50 Has never once considered getting in better shape or improving himself, getting a dating coach, etc. His main mission in life is to find a wife. His conclusion: “It’s just a numbers game. Women are the problem.” How cooked is he?
One thing is 100% clear to me: With very few exceptions, tech cos are some of the worst operated businesses in the history of capitalism exhibit A: Atlassian -25 yrs old -hasn’t been profitable for a decade -promoted an engineer the same day he was laid off This is the rule.
It’s actually achievable for benioff to take Salesforce private
I bet if Netskope was public people would put it in the same bucket as Sentinel One within a year
$TEAM doing what EVERYONE in midcap software needs to do
OAI and Claude both dropped to 98% uptime during February. Another data point: Github has had more outages in Q1 2026 than the entirety of 2016-2019, according to their status page. Software is objectively getting worse.
Unsustainable. Expect massive price increases soon.