Shipyard Capital

10.4K posts

Shipyard Capital

Shipyard Capital

@CapitalShipyard

Investing is hard

Down the capital stack Katılım Aralık 2019
476 Takip Edilen8.2K Takipçiler
Shipyard Capital
Shipyard Capital@CapitalShipyard·
Kind of guy I fear and that must exist in the tens of thousands now that we have LLMs. Prob means that if I keep my job, it's going to be maintaining a mid/long term behavioral edge.
Sumeet@GiraffeNoExist

Data Infra. I have 10+ years of stocks options ochlv nbbo data stored in parquets indexed by dates. A data layer a agent can access easily. Treasury yields, stock splits, dividends, fomc dates, etc. i also have news data stored and an endpoint to access new data

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Shipyard Capital
Shipyard Capital@CapitalShipyard·
ChatGPT 5.4 Thinking is awesome and, amusingly, it's the only model I've encountered that sometimes makes typo and grammatical errors. I guess they spend less time polishing these models at the leading edge?
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Farmer
Farmer@SowingAlphaSeed·
I spent more hours than I care to admit arguing with 'anarcho communists' on Reddit in my early 20s. The main thing I learned is that the primary difference between capitalism and socialism/communism is a definition of property rights. In one you own what you've earned or inherited (or in historical contexts taken). In the other you're allotted what you'll put to productive use. Anarcho communists believe people will freely give away that which they've earned because they believe it will maximize utility in someone else's hands. I still struggle to understand how someone can believe this. Like of course it would maximize utility if you bought Africans mosquito nets instead of getting delivery food. Is that remotely how people behave upon their own volition? No! That sort of thing requires state coercion and that's where everything goes catastrophically wrong.
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hope (GBP, USD, EUR)
hope (GBP, USD, EUR)@hope_currencies·
@CapitalShipyard @p1investment Which country are you in? Many UK platforms offer it, we are in process of wrapping it into a mutual fund (OEIC) which will make it accessible on every platform in 2/3 months time.
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hope (GBP, USD, EUR)
hope (GBP, USD, EUR)@hope_currencies·
hopeGBP is a Money Market + fund with a 10% allocation to $STRC. As of this morning, STRC is now contributing only 0.15% annualised vol to the portfolio with a 1.15% yield contribution. That means STRC is now beating many of our "best in class" money market funds on a volatility basis, with 4x the yield... Check out our hopeGBP vs Money Market comparison table for yourself hopemoney.uk $SATA and @Strive we look forward to welcoming you soon🤝 *Note we scrape end of day so these are yesterdays figures, tomorrow we should be mid pack in vol terms with a 70+bps yield uplift.
hope (GBP, USD, EUR) tweet media
Michael Saylor@saylor

$STRC volatility has reached an all-time low of 1.5%, driving its Sharpe Ratio to an all-time high of 5.37—setting a new standard for risk-adjusted performance.

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David Orr
David Orr@orrdavid·
Only 10% of Polish Jews survived the holocaust, 300k vs 3 million murdered. And who survived?
David Orr tweet media
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David Orr
David Orr@orrdavid·
What an extreme natural selection event the holocaust was. A big part of why Israeli's are so wildly competent today.
Rabbi Poupko@RabbiPoupko

There is no single document as soaked in blood and cruelty as this one. After Goering and his friends shamelessly lied to the world during the Nuremberg trials, in 1947, assistant U.S. chief counsel Robert Kempner, a German American Jew, found this document, the Wannsee Conference minutes and protocol, while digging through documents of the Nazi Foreign Office. I urge each and every person to read the full text of this 1942 document, which encapsulates so much of the lying nature of antisemites, their greed and unquenchable thirst for plunder, the cowardice and attempts to cloak the magnitude of their crimes with cold code language, as well as the scope of death they attempted and achieved. The quote that stuck me most was: "Under appropriate direction, the Jews are to be utilized for work in the East in an expedient manner in the course of the final solution. In large (labor) columns, with the sexes separated, Jews capable of work will be moved into these areas as they build roads, ***during which a large proportion will no doubt drop out through natural reduction.*** The remnant that eventually remains will require suitable treatment; because it will without doubt represent the most [physically] resistant part, it consists of a natural selection that could, on its release, become the germ-cell of a new Jewish revival." During the 1957 interviews in Argentina with Dutch journalist and Nazi sympathizer Willem Sassen, Adolf Eichmann stated, "Had we put 10.3 million Jews to death, then I would be content and would say, 'Good, we have destroyed the enemy'" Here is the full text of the Wannsee Protocol yadvashem.org/docs/wannsee-c…

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Shipyard Capital
Shipyard Capital@CapitalShipyard·
ChatGPT Pro is noticeably better than ChatGPT Go
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Shipyard Capital retweetledi
Kip Johann-Berkel
Kip Johann-Berkel@BerkelKip·
Why are Insulet $PODD & Dexcom $DXCM so much more profitable than recent spin-off MiniMed $MMED and Tandem $TNDM ? Obviously some at the GM% line but a lot from SG&A as well. Big valuation difference too.
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John_Hempton
John_Hempton@John_Hempton·
@Upper20sStCap @CapitalShipyard This is very strange. I had no idea before today that this was unusual. Odd thing. I once solved a Rubik's cube in my head, went to a cube and confirmed that the algorithm worked. But I can't visualise a horse or an apple.
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Shipyard Capital
Shipyard Capital@CapitalShipyard·
@hillery_dan Why don't you guys attract more demand for your token by raising the yield to match $STRC's yield?
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Dan Hillery
Dan Hillery@hillery_dan·
STRC will push Bitcoin into an Exponential - STRC trading volume decouples from MSTR, IBIT, & Bitcoin. - STRC's Shelf Registration and ATM are novel. All other variable rate prefs have been benchmarked to SOFR. Strategy's unlock was letting the market set STRC's interest rate. - SPY Risk > STRC Risk? - Leveraged STRC is the high performance application. - Leveraged STRC will breed the STRC PUT market. - Selling STRC Puts gives anyone access to institutional leverage.
Dan Hillery tweet media
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Adith Arun
Adith Arun@aditharun_·
This drug doesn't appear to be any better than placebo... maybe the only place where you could argue that there was a HQ-CT signal is at 16 weeks in the randomized withdrawl period study
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Shipyard Capital
Shipyard Capital@CapitalShipyard·
Metaplanet going to issue prefs. Anyone have a guess as to div yield?
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Shipyard Capital
Shipyard Capital@CapitalShipyard·
Do people think $COPN won't be approved, or do they think that the drug will be a flop?
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Shipyard Capital
Shipyard Capital@CapitalShipyard·
$950130 Access Bio trading at 0.25x cash, multiple insiders buying, and parent company needs cash. What am I missing?
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