Theo
4.2K posts
Reform will stand with our pensioners who have paid into the system all their lives.
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@Hadley I assume that since you posted this you believe AGI will be here in 6-12 months. So, please tell us. What have you done with your personal finances to prepare?
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I’ve heard from 2 people in the last 2 days that internally Anthropic expects to have AGI in 6-12 months. That’s faster than Dario has stated publicly. Plan your business and personal finances appropriately.
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If you really think this was a casual, unprompted recitation then you do not know Boris Johnson. If you want to know what I mean by that, just read this article about his speech at the International Securitisation Awards in 2006
spectator.com/article/my-bor…
Christopher Kratovil@chris_kratovil
It’s not every day that one gets to listen to a former British Prime Minister recite from memory the opening passages of The Iliad in Ancient Greek, with no notes, in response to a random question from an undergraduate—and all while wearing what appear to be Thomas The Tank Engine socks. But today was one such day. My thanks to my good friend Brad LaMorgese for the opportunity to see the colorful and comic Boris Johnson speak tonight at the University of Dallas.
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@chris_kratovil If you really think this was a casual, unprompted recitation then you do not know Boris Johnson. If you want to know what I mean by that, just read this article about his speech at the International Securitisation Awards in 2006
spectator.com/article/my-bor…
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It’s not every day that one gets to listen to a former British Prime Minister recite from memory the opening passages of The Iliad in Ancient Greek, with no notes, in response to a random question from an undergraduate—and all while wearing what appear to be Thomas The Tank Engine socks. But today was one such day.
My thanks to my good friend Brad LaMorgese for the opportunity to see the colorful and comic Boris Johnson speak tonight at the University of Dallas.
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The biggest threat to Instagram’s moat is an incredible image model.
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@JonahLupton @trade4investor I highly doubt that is the reason. It's oil prices
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Market probably punishing $TMDX for making bigger investments this year into R&D, OCS 2.0 trials, logistics, international expansion, etc which will compress margins by 200-300 bps... however these investments will allow $TMDX to build a bigger, better moat and reach their stated goal of 20,000 transplants in 2030 and 30,000 annual transplants in 2032. Market is being short sighted (as usual) and creating a great opportunity for long term shareholders to accumulate more shares.
Quick math... $TMDX getting to 20k transplants in 2030 could be approx $1.85B revenues... net income margins could be hovering around 25%.. using a 32 P/E... $TMDX would be approx $400 per share.
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$TMDX down hard over the past couple weeks with no real change in fundamentals.
Market sees volatility.
Strategics should see a platform: device + logistics + recurring revenue.
Hard to believe $MDT $JNJ $ABT $BSX aren’t taking a serious look here.
What am I missing?
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@chat_SBC Totally moronic take. You could replicate Monday.com without AI
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The moat in software is NOT the cost of building software. That’s key to why it was a good business to start with
Todd Saunders@toddsaunders
I heard an incredible analogy from a VC friend that I can’t stop thinking about. “The moat in software was the cost of building software. And Claude Code just mass produced a bridge.” It’s wild when you think about the impact of this. The SaaS boom produced a few dozen billionaires and a bunch of zero sum winners. But the AI SaaS era will mass produce millionaires. There will be fewer ServiceTitans hitting $5B valuations, and instead there will be 50,000 companies doing $500K-$5M each, run by 1-3 people with deep expertise and huge margins. To be clear, I believe that the total value of software goes up, and the number of companies created goes up exponentially. But the number of people who capture the value also goes up 100x. I don’t believe in the “SaaS is dying” headline, I think it’s missing the point. It’s simply that the power of SaaS is changing hands.
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@Brian_Stoffel_ Yes I have read its about half - the kidney is much simpler organ to keep alive vs. Liver and that goes to price
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@polemicuss Do you have any insight into what it would be? I won’t claim to know. That’s the benefit of this platform.
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Let's do some quick $TMDX math
1⃣ Let's assume 20,000 organs by 2030 (LOW end of guidance)
2⃣ Let's assume $100,000 per organ (15% LOWER than today)
3⃣ Let's assume company hits 30% Op Margin target
4⃣ Let's assume CONSERVATIVE 15X Op Profits
That still makes it a $9B company by 2030. That's a 16% CAGR from today's prices
And with exception of margin assumption, these are all CONSERVATIVE estimates
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@NickalobeUltra The company has no earnings - the EPS multiple makes no sense
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$MELI longs:
I don't know why i have to say this but 30x fwd is not cheap. not at all.
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100%. tourists mostly
Brian Stoffel@Brian_Stoffel_
Kind of hilarious how investors can't decide how they feel about $TMDX on a daily basis
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@amjadt25 You like to portray Dubai as a safe haven by attacking London. this actually tells you more about London than Dubai. Dubai is in the middle of a desert surrounded by antagonistic medieval and highly armed countries. London will always be London, despite the recent issues
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I truly don’t understand why, in the UK, money seems to come before people. The first discussion in Britain today is about charging expats to come home. But let’s be honest.First, most are not coming back.Many are simply travelers who were already scheduled to return.Second, many of the flights are UAE carriers, not British ones. Others are covered by insurance, yet the effort is still being claimed by Starmer.
And what have you done with the tax you already collect? You couldn’t even protect the British base in Cyprus when it was attacked by Iran.
Meanwhile, your streets are becoming worse by the day stabbings, robberies, and crime everywhere. In your NHS, people die waiting while others receive zero care. Your Parliament seems to represent Hamas in Gaza more than Sheffield and Birmingham.
Meanwhile, flights are even bringing people from London back to Dubai, where they live, without charging them a penny.
And here is the real difference.
The UAE has spent billions protecting everyone in this country, in Abu Dhabi, Dubai, and every city, without once asking people to pay. No speeches about the bill. No taxes demanded in the middle of crisis.
Because here, human life comes first. Always. That is the difference between a place people simply live in
and a place people truly believe in.
I love London. Truly. But I don’t like Londonstan, so I’m being honest with you.
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Theo 리트윗함
@jonrice80 @JaredSleeper yes. every restaurant will vibe code their crm. and then their pos. and their booking system.
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@JaredSleeper Was it "investing" to see those same exact stocks drop 70% on no material sales/earnings revisions?
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If you've gotten more bullish on SaaS stocks over the last week or so as share prices have increased, rather than less, you aren't an "investor" in the traditional sense at all- you're reasoning from price changes.
Which is okay! But definitely worth being self-aware about.
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A government of retards
Niall Ferguson@nfergus
Remarkable @spectator piece on Starmer's mishandling of the Iran crisis by @ShippersUnbound. Foreign policy by international law is Operation Epic Fail. Not only has Starmer lost Trump; he has also lost the Gulf states. And he has somehow managed to be out of step with Carney, Merz and Macron -- even Albanese.
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Security and strength for our country starts with a strong economy - and a stronger economy puts us in a place to better withstand global tensions.
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