SlothCapital

833 posts

SlothCapital

@CapitalSloth

WEB: "Lethargy bordering on sloth remains the cornerstone of our investment style" **Tweets evenly split between investing and Arsenal FC**

Katılım Ocak 2020

2K Takip Edilen168 Takipçiler

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Tommy Vietor@TVietor08·7 Nis

Deeply reported story by @maggieNYT and @jonathanvswan about an extraordinary pitch/presentation Netanyahu made to convince Trump to go to war with Iran, including catastrophically wrong Israeli assumptions about how easy it would be to win.

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Ronan Farrow@RonanFarrow·6 Nis

The reporting on OpenAI and Sam Altman that I've been working on for the past year and a half, for @NewYorker, with @andrewmarantz: newyorker.com/magazine/2026/…

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SlothCapital@CapitalSloth·4 Nis

@Black_Pilled Immediate follow

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Devon Stack@Black_Pilled·3 Nis

Oh look, the scammy jew who ran illegal brothels with his convicted murderer jewish wife before bigamously marrying some other woman wanted for bank fraud the same day the murder jew wife killed herself, is talking about how he saw UFOs in the desert again.

FischerKing@FischerKing64

I remember seeing that the Bob Lazar episode of Rogan was the most watched ever - outperforming even Trump. He’s on again:

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SlothCapital@CapitalSloth·11 Şub

@HighyieldHarry Lol Perplexity. Spot on

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High Yield Harry@HighyieldHarry·11 Şub

AI Companies as EPL clubs: Claude = Arsenal Gemini = Man City OpenAI = Liverpool Perplexity = Tottenham

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SlothCapital@CapitalSloth·8 Şub

@jakeboyer_1 @theliteraldad Second this. I devoured all six books. It’s incredible

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Jacob "Jake" Boyer@jakeboyer_1·8 Şub

@theliteraldad I read the first Red Rising book and instantly bought the full set. I’m definitely going to be reading the second book soon!

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Jacob "Jake" Boyer@jakeboyer_1·7 Şub

My girlfriend bought #Mistborn by Brandon Sanderson for me and I’m about 50 pages away from finishing it and all I can say is wow. I’ve never felt so emotionally moved by a book before. It’s a crazy feeling. 🫠 I’ve just started reading pretty recently so if anyone has any book recommendations please let me know!

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SlothCapital@CapitalSloth·20 Oca

@patrick_oshag based on proven data of decrease in all-cause mortality, a sauna (and the incremental time you're buying yourself) has a pretty incredible ROI

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Patrick OShaughnessy@patrick_oshag·20 Oca

What is the most undervalued asset (something you could purchase with $) in the world today?

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SlothCapital@CapitalSloth·20 Oca

@atelicinvest PagerDuty has to be the first AI victim. Doesn’t help that the company has the worst management team in all of software

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Unemployed Capital Allocator@atelicinvest·19 Oca

What is the absolute weakest thinnest moat, least mission critical software pub Co you know of?

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SlothCapital@CapitalSloth·28 Ara

@patrick_oshag I could not put this series down. Phenomenal. Like a mix of Dune and Game of Thrones a.co/d/iCwprX4

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Patrick OShaughnessy@patrick_oshag·27 Ara

I need a novel that is a real page turner Any suggestions?

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SlothCapital@CapitalSloth·14 Ara

@quibvs Lol

chef quibs scytale⁶³ 🐍 #TheGReatMontrealShift@quibvs·13 Ara

Should I read the dune books guys?

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The Full Stack Analyst@pinjalim·4 Ara

Software returns diverged sharply in 2025: infrastructure outperformed, while applications struggled. Find below my latest post where I walk through the fundamentals, a framework for assessing disruption risk, and how I'm thinking about positioning for 2026. open.substack.com/pub/pinjalim/p…

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SlothCapital@CapitalSloth·23 Kas

@RonDeSantis Who gives a shit about pensions. End congressional stock trading

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Ron DeSantis@RonDeSantis·23 Kas

End congressional pensions!

Carissa@njoyzgrl81

Don’t be mad at Marjorie Taylor Greene for collecting her lifetime pension. Be furious that ANY of them can collect it after 5 years. Why are we allowing Congress, our elected representatives, to have different rules and standards than us?

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hope hopes hoping@hopes_revenge·18 Kas

❤️ to save him , 🔁 to kill him

hope hopes hoping@hopes_revenge

this whole experience has been surreal . i fed this squirrel like four walnuts a month ago and he continues to spend hours menacing me & destroying my screen door. THIS CAN’T BE NORMAL

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SlothCapital@CapitalSloth·29 Eyl

@kurttcocain My fucking captain 🤴

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vm@kurttcocain·28 Eyl

saved my fuckin life

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SlothCapital@CapitalSloth·14 Eyl

@PythiaR This would fix me

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Pythia Cap: Partially Conductive@PythiaR·14 Eyl

Insane how much better your mental health can be if you just log off, drink Gewürztraminer, and have your chef friend make you dumplings.

Pythia Cap: Partially Conductive tweet media

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SlothCapital@CapitalSloth·2 Eyl

@sidecarcap Laurans Mendelson

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Sidecar Investor@sidecarcap·2 Eyl

Which CEOs do you trust to make disciplined acquisitions? Zero points for saying Mark Leonard.

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SlothCapital@CapitalSloth·22 Tem

@karlmehta @askgrok where is the source for this interview?

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Karl Mehta@karlmehta·21 Tem

The first major breakthrough came with their Snowflake data warehouse integration. Portfolio managers could suddenly query complex datasets using natural language. What previously required technical SQL expertise now took seconds. But this was just the initial phase...

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Karl Mehta@karlmehta·21 Tem

BREAKING: Norway's $2 trillion wealth fund ran a 12-month AI experiment. They gave Claude access to their entire investment workflow. Result: 213,000 hours saved. 20% productivity boost. But what they found hiding in the data changed everything: A Thread 🧵

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SlothCapital@CapitalSloth·6 Tem

@patrick_oshag This series is phenomenal Juniper Books Red Rising Trilogy Set | 3-Volume Hardcover Book Set with Custom Designed Dust Jackets | Author Pierce Brown | Includes Red Rising, Golden Son, and Morning Star a.co/d/9xBCLXl

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Patrick OShaughnessy@patrick_oshag·6 Tem

Need a good book for an upcoming trip. These days I need true page turners (fiction or non-fiction). Any ideas ?

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SlothCapital@CapitalSloth·23 Haz

@ComicDaveSmith you should see the poll he deleted about US involvement in the war at all...

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Dave Smith@ComicDaveSmith·23 Haz

For all the talk of Trump supporters being in a cult, it’s pretty interesting that the super majority of Charlie Kirk’s poll oppose regime change even after Trump called for it.

Charlie Kirk@charliekirk11

Do you support US led regime change removing the Iranian mullahs?

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SlothCapital@CapitalSloth·14 Haz

@DrEliDavid @BillAckman @netanyahu He does these in English for the Americans he’s trying to sell on this insane war. He doesn’t give a shit about “the proud people of Iran”

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Dr. Eli David@DrEliDavid·13 Haz

🚨 Breaking: Israel 🇮🇱 Prime Minister @netanyahu in a message to “the proud people of Iran”: “We are clearing the path for you to achieve your freedom. The nations of Iran and Israel have been true friends since the time of Cyrus the Great. “The time has come for you to stand up for your freedom from an evil and oppressive regime that has never been weaker. This is your opportunity to stand up and let your voices be heard. Woman, life, freedom. Zen, Zendegi, Azadi. “Brave people of Iran, your light will defeat the darkness. I am with you the people of Israel are with you!”