Perpetual Beta

633 posts

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Perpetual Beta

Perpetual Beta

@BananaPrinciple

Markets, double standards and easy answers.

Katılım Mart 2017
508 Takip Edilen109 Takipçiler
Buyback Capital
Buyback Capital@Larryjamieson_·
the thing about buybacks is that if you don't have terminal value problem they can be pretty good if you do have a terminal value problem, they are not very good it's hard for a management team to admit they have a terminal value problem and return cash another way
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Perpetual Beta
Perpetual Beta@BananaPrinciple·
@evrgn11112231 @Larryjamieson_ Do we have examples of managers saying ”it’s over guys” and just start emptying the coffers with dividends? On public market companies? Can’t think of any (for obvious reasons) but would be pretty cool case study.
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Evergreen
Evergreen@evrgn11112231·
@Larryjamieson_ Also in businesses with terminal value problems they not only don’t pay dividends they often trash margins trying to survive instead of entering runoff mode.
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Perpetual Beta
Perpetual Beta@BananaPrinciple·
@JerryCap Hahaha I had not realized the situation was this bad
Perpetual Beta tweet media
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Jerry Capital
Jerry Capital@JerryCap·
💩💩💩Compounding Quality 💩💩💩 I am blocking anyone associated with this account.
Jerry Capital tweet media
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Perpetual Beta
Perpetual Beta@BananaPrinciple·
@P_Remarks Laughing hard at this to hide the pain as I have been saying this myself on a few names today. The best longs can hope for is a brief short squeeze so that they can find a buyer for their stock
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Perpetual Beta
Perpetual Beta@BananaPrinciple·
Market in search of SoftCos
Perpetual Beta tweet media
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Perpetual Beta
Perpetual Beta@BananaPrinciple·
@Larryjamieson_ Stock may have gotten silly near peak, fair, but this level feels equally dumb
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Buyback Capital
Buyback Capital@Larryjamieson_·
$HEM.ST raising the dividend after shares are down 58% in the last year
GIF
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Perpetual Beta
Perpetual Beta@BananaPrinciple·
@KlendathuCap I think it is more the LARPing people get tired of. Too many neckbeards power tripping on stuff that has 0% to do with them. Dunno what is the driver, low-T, not getting girl attention at school - not sure but there’s a lot of dudes pretending they are war captains nowadays.
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Perpetual Beta
Perpetual Beta@BananaPrinciple·
@WaterworldCapi1 This kind of talk has been going on in political shows in a lot of western mid/small countries after Greenland. If we keep on repeating the lie even when it no longer benefits us in any way what does that make us? Things like that. He is just saying it on a stage now.
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Admiral Waterworld
Admiral Waterworld@WaterworldCapi1·
Btw 25% of GDP is exports to the US. 17% of GDP tied to imports from the US. You Canadians are cooked...poking a bear with a stick.
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Perpetual Beta
Perpetual Beta@BananaPrinciple·
@jeuasommenulle @MrHarryCole Losing battle answering these guys. 1) A person with half a brain would realise he must have an eye condition. 2) It takes less time to Google the answer than for him to publicly ask ”seriously tho”. He wants to pretend as if the reason is a mystery because he is a troll.
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Perpetual Beta
Perpetual Beta@BananaPrinciple·
Bill Ackman DD before retweeting a totally made up citizen journalist ”BREAKING 🚨” headline
GIF
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Chairlift Capital
Chairlift Capital@ChairliftCap·
So sell-side spec sales is basically just Twitter now
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InnocenceCapital.AI (🍆,🍆)
InnocenceCapital.AI (🍆,🍆)@InnocenceCapit1·
Seems like bill Ackman spends a large part of his day reading and retweeting some of the dumbest motherfuckers on this platform. Concerning.
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Jerry Capital
Jerry Capital@JerryCap·
Think of the $GPN alpha when everything in the US trades down to China ADR levels
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Perpetual Beta
Perpetual Beta@BananaPrinciple·
@JerryCap The place is already full with whoever runs Outlook search
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Jerry Capital
Jerry Capital@JerryCap·
Whoever is in charge of gmail search should be in prison
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Perpetual Beta
Perpetual Beta@BananaPrinciple·
@marketplunger1 Taxi drivers shooting a ”feces cannon” across streets of Paris when yellow vest protests were running few years ago. That was peak performance.
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