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Andrew Lochemes
3.1K posts

Andrew Lochemes
@AndrewLochemes
"the electric light bulb did not come from the continuous improvement of candles" - Oren Harari
Manhattan, NY Katılım Haziran 2011
314 Takip Edilen341 Takipçiler

I believe in supporting national defense, but the senators and their aids on this committee, should absolutely barred from trading.
Select Committee on China@ChinaSelect
🚨NEW REPORT: “Selling the Forges of the Future” reveals how U.S., Dutch, and Japanese chip toolmakers sold billions in advanced equipment to China—including firms on U.S. restricted lists tied to the Chinese military and surveillance state. selectcommitteeontheccp.house.gov/media/press-re…
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Idea submitted yesterday.. @michaelburry_ @coatuemgmt @WhitneyTilson @MohnishPabrai @acquirersx @Investingcom @Stocktwits @StocksToTrade
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I’m recommending #TMCI Treace as a short, 25% downside from here! New product launches are too little too late. Company continue/ to destroy value, liquidity issues + shady
Value investors club didn’t want idea- enjoy, -7% since rejected! Read more: andrewlochemes.substack.com/p/tmci-treace-…
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@WokeWarRoom W/in the lAst few years quality has gone down so much that this is the least of their worries
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Cracker Barrel’s new logo isn’t an accident — it’s CEO Julie Felss Masino’s project. She scrapped a beloved American aesthetic and replaced it with sterile, soulless branding.
Masino kept a DEI regime that promises to “identify, recruit, and advance” hires by race — and now faces civil rights complaints from @America1stLegal to the EEOC and the Tennessee AG.
She should resign and be replaced with leadership that will restore Cracker Barrel’s tradition.



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@andrii_sybiha Peace through strength. Ie continuing to fight. Orwell smiles upon your words
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Absolutely horrible and sleepless night in Kyiv. One of the worst so far.
Hundreds of Russian drones and ballistic missiles rained down on the Ukrainian capital.
Right after Putin spoke with President Trump. And he does it on purpose.
Enough of waiting! Putin clearly shows his complete disregard for the United States and everyone who has called for an end to the war.
Moscow must be slapped with the toughest sanctions without delay. Ukraine must be provided with all necessary means to defend itself.
Wrong decisions can only encourage the aggressor to escalate terror. Every criminal regime in the world is now watching closely Putin’s actions and responses to them. If he gets away with all of this, everyone will get a very clear message.
Stop waiting for peace. Act to achieve peace. Peace through strength.



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I would like to commend the @substack team on the swift recovery of my post. Thank you all so much!
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Why does it take 2 weeks to recover a deleted post? For a new user this is a death sentence. How am I supposed to generate content?
@hamishmckenzie
@jairajs89
@chrisbest
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@chrisbest hey I’m a new user to sub stack - WHY DOES IT TAKE 2 WEEKS TO RETRIEVE A DELETED POST.
This is beyond frustrating - how am I supposed to get paid for content if I can’t recover an accidentally deleted post???
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On average, congress outperforms the SPY. Yet again and many hedge funds do not…..
unusual_whales@unusual_whales
This year, Democrats beat their Republican counterparts. Dems were up 31% & Republicans +26%. Meanwhile the S&P500 itself was up 24.9%. Many traded, despite having conflicts between their committees and stock holdings. Read the full report here: unusualwhales.com/congress-tradi…
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Holcim - please tell us shareholders that Jaime Hill's Amrize base salary is NOT $700M..... The employment agreement says so....
@Holcim @ReutersBiz

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@Holcim @ReutersBiz
Please tell us this in an egregious typo…. Jaime Hall’s employment letter for the spinco states $700M per year in base salary.
On a company with $11B in sales?
Exhibit 10.11 in the Amrize Form 10

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@Holcim @ReutersBiz
Please tell us this is a typo… annual salary of $700M?!? On a $11-12B revenue business
Exhibit 10.11 Jaime Hill’s employment letter included in the Amerize Form 10

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@IanCarrollShow
Heard you talking about bringing interested in how structure messaging & use propaganda for good.
This book is a great road map & overview about to use it from a practitioner’s perspective
Propaganda: The Formation of Men's Attitudes by Jacques Ellul
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This footage captures a major attack unfolding in Ukraine, with Zelensky claiming it was caused by an ICBM—missiles designed to deliver nuclear or conventional warheads and nearly impossible to intercept.
This marks the first-ever deployment of an ICBM just days after Ukraine began using U.S. and U.K.-made long-range missiles.
The strike sends a strong message, aligning with Russia’s declaration of entering a new phase of the war.
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Andrew Lochemes retweetledi



