Daniel ๐Ÿ”ธ

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Daniel ๐Ÿ”ธ

Daniel ๐Ÿ”ธ

@ddobservations

equity analyst - ๐Ÿ’ต ๐Ÿ–จ๏ธ

๊ฐ€์ž…์ผ AฤŸustos 2022
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Daniel ๐Ÿ”ธ
Daniel ๐Ÿ”ธ@ddobservationsยท
What most people don't understand is that when MSTR is in the S&P500, the S&P500 Benchmark is now intertwined with Bitcoin price exposure moving forward. Given his business model is scalable by Market Cap, if Saylor can become at least a #10 company there becomes a legitimate argument in Board rooms for how the other 1-9# are actively outperforming MSTR's BTC exposure. Is the answer capex heavy AI?
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Daniel ๐Ÿ”ธ ๋ฆฌํŠธ์œ—ํ•จ
Anime Posts
Anime Posts@AnimeePostยท
HE DID IT AGAIN ๐Ÿ˜ญ
Anime Posts tweet media
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BowTiedStocks
BowTiedStocks@bowtiedstocksยท
$KPG.AX Kelly Partners - the share price continues to tank, and yet the founder and MD isnโ€™t buying shares, heโ€™s selling more !! If the business was really worth more than this, wouldnโ€™t he be buying more not selling ? What would Warren do ? Probably not thisโ€ฆ
BowTiedStocks tweet mediaBowTiedStocks tweet media
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Kunal
Kunal@kunal_twtsยท
At this rate, Elon Musk is making Tony Stark look underfunded.
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Restructuring__
Restructuring__@Restructuring__ยท
A few people asked so adding Lone Pine It is Viking is the only one that actually runs a disciplined portfolio that protects the downside Highlighting their low returns YTD is dumb
Restructuring__ tweet media
Restructuring__@Restructuring__

I have massive respect for Viking One of the few hedge funds that actually runs a disciplined portfolio Everyone in a bull market forgets what happens when the tide turns, see 2022 below Serious question, if you are an LP, which of the below do you prefer? 1) Viking: actually provides lower vol 2) Whale Rock: smart levered beta 3) Coatue: somewhere in between

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Daniel ๐Ÿ”ธ ๋ฆฌํŠธ์œ—ํ•จ
Jack Joliet
Jack Joliet@jackjolietยท
@LaurenSHirsch SpaceX IPO: 555.6M shares @ $135 = $75B base. +15% shoe = ~$86.25B total. Underwriting spread โ‰ค0.75% โ†’ ~$647M total fees. GS & MS (each ~20% of deal) โ†’ ~$129M each including the green shoe. Good day for the bankers
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Asanoha
Asanoha@asanoha_goldยท
@rodpalmerhodl Jodhpur boots lol definitely not what Iโ€™d expect from someone who films their videos in a giant empty closet
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Daniel ๐Ÿ”ธ
Daniel ๐Ÿ”ธ@ddobservationsยท
$KPG bit concerning for any investor with the upcoming margin calls.....
GIF
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Daniel ๐Ÿ”ธ ๋ฆฌํŠธ์œ—ํ•จ
Arrow Investor
Arrow Investor@ArrowInvestorยท
We're winning! ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿฆ˜ Number #1 Highest Capital Gains Tax
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Hiroo Onoda
Hiroo Onoda@OnodaCapitalยท
From the new Market Wizards Good thing something like this could never ever happen again
Hiroo Onoda tweet media
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Daniel ๐Ÿ”ธ ๋ฆฌํŠธ์œ—ํ•จ
แฑ แ‘Ž แ‘ แ’‹ แ•ฎ แ’
แฑ แ‘Ž แ‘ แ’‹ แ•ฎ แ’@Andr3jHยท
"a month ago it was too dangerous to release but now all safety concerns have been addressed" "The anjin says he secured ten of billions of funding in inference compute"
แฑ แ‘Ž แ‘ แ’‹ แ•ฎ แ’ tweet media
terminally onฮปine ฮตngineer@tekbog

mythos is such a funny way for anthropic to show how they are not serious: first they say it's too dangerous, then they give it to some companies, now it's just gonna be available as b2b saas as any other model what are we doing here

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Daniel ๐Ÿ”ธ ๋ฆฌํŠธ์œ—ํ•จ
Reserve Bank of Property
Reserve Bank of Property@RBASHAGGERยท
Albanese is in New Zealand this evening at a business event explaining the benefits to kiwi entrepreneurs why they should start their business in Australia with our new and fairer CGT rate
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Compound248 ๐Ÿ’ฐ
Compound248 ๐Ÿ’ฐ@compound248ยท
Holy sh!t, Leopold, you f*cking legend. +270% first five months of this year for his Situational Awareness fund.
Compound248 ๐Ÿ’ฐ tweet mediaCompound248 ๐Ÿ’ฐ tweet media
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Daniel ๐Ÿ”ธ
Daniel ๐Ÿ”ธ@ddobservationsยท
@Z06Z07 @Strategy 10% annual yield is extraordinary tbh over next 5yrs. Anything above is really just extra
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Grain of Salt
Grain of Salt@Z06Z07ยท
Here's the smoking gun that @Strategy alarmists are missing, and it's in plain sight. The () show negative Bitcoin Per Share Yield in 4Q 2025 at (2.5%). HOWEVER, the BPS Yield YTD was 22.8% for 2025 which is comfortably above the 10% BPS Yield that Strategy communicates. This 4Q 2025 was due to the acquisition of $2.25B in cash, which was derided at that time, because they acquired way more cash than Bitcoin. Now they use the cash to retire Converts at a discount and sell 32 Bitcoin and CT goes nuts. Oh, they just bought 1,550 Bitcoin and raised $100M in cash for 9.7% QTD and 12.8% YTD BPS Yield in 2026. So Strategy is basically running 2X+ their guidance.
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Strategy
Strategy@Strategyยท
Strategy has acquired 1,550 BTC for $101 million to increase our $BTC Reserve to โ‚ฟ845,256. We have also increased our USD Reserve by $100 million to $1.0 billion. $MSTR $STRC strategy.com/press/strategyโ€ฆ
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ํƒ์ƒ‰

@PythiaR @bowtiedstocks @ausnotes @kunal_twts @Restructuring__ @JRogrow @LaurenSHirsch @asanoha_gold