Lord Timothy Dexter
961 posts

Lord Timothy Dexter
@CarryingCoals
Well-practiced investment professional. Philosopher extraordinaire.
Newcastle Upon Tyne, England Katılım Kasım 2023
136 Takip Edilen79 Takipçiler
Lord Timothy Dexter retweetledi

>Do you just try and convince them?
No you convince the other shareholders
Yes dual class makes it so that the "activist" label is more or less symbolic.
But, it's what's driving this publicity, which Irenic can funnel to the key issues / opportunities they've identified as drivers to $26/share. If Spiegel & Murphy "don't care" about an actionable data-driven path to 5x growth, they're in reputational jeopardy. Especially relevant considering talent retention & RSUs - talent jeopardy. If shareholders really get on board, the cheapest way for Spiegel & Murphy to say no just might be to sell out. Lest they hold on while everyone else dumps & talent jumps ship as RSUs rot.
My $0.02. No idea how successful Irenic will be and haven't even read their piece. But I think they can still put pressure on outside proxies, provided the plan is cogent.
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@quant_prep Sample 12 times from uniform(0,1) and take the sum. Subtract 6 from this sum. Call this result z.
Repeated trials, z will be normal with mean 0 std 1
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Let’s go, gents, gimme your top 3 slam dunks from here. I gotta put food on the table… $META $MA $MCO
Marc Slans@marc_slans
What a soul crusher of a week. Gotta get a no-brainer buy list together over the weekend. The absolute can’t-miss names from current levels. I’ve got some serious lost ground to make up now. Oof.
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@quant_prep Each flip once. Odd one out gets it. If HHH or TTT, repeat.
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Two things are true:
1.) Nasdaq dead in the water for now
2.) META will lead the next leg up


Lord Timothy Dexter@CarryingCoals
It's never this easy til it is! QQQ scary double top. Trend broken. Barely kept above Nov25 low 'neck' today. Close below neck without going too oversold would mean another leg down.
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@CarryingCoals @taobanker Game time- let’s get a nice stick to close. Love to see it
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Baudrillard was right about everything.
RT@RT_com
Iran posts Lego Trump sweating as Navy attacks tankers and warships, deploys mines in Hormuz — Tasnim
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@WinnyJSterling @taobanker Same here. Pinty's has really good GF strips but I think they're only in Canada
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I just won $192.50 on Race 8 at Turfway Park using @HPIbet hpibet.com/Welcome
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I just bet Turfway Park, Race 8, $50 Show 2,8 using @HPIbet hpibet.com
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