Count WACCula

@OnodaCapital The bull case for the financial advisor industry

Democratizing finance going about as well as you'd expect $HOOD Easy to estimate the average Robinhooder's returns using Assets Under Custody and adjusting for net deposits w a few assumptions

@ChudCap For the variable supply to match demand, for the network, and for operational expertise at a low cost. Take your pick

Genuine question — $GOOGL is building a natural monopoly with Waymo, why would they need $UBER long term? In the past, Alphabet always incorporated key technologies in-house, like DoubleClick for example.

@CallMeOuta One chooses logical argument only when one has no other means - nietzsche

I used to have this mental illness where I thought logical arguments would change someone’s mind

Wow shocker lol

Wouldn’t know it from the discourse but duckduckgo had 3x more searches than ChatGPT last year If every query had been a Google search, google’s search volume would’ve grown 23% instead of 22%

@DannyOcean555 Been in on this minimal thought thesis largely via CACI in part cuz of what you’ve highlighted. Much appreciated

CACI “DOGE is unsustainable & its bark is worse than its bite (I know, I know) = long beaten down govt contractors” Is still my favorite reductionist (read: zero thought) thesis

@junkbondanalyst Or don’t make loans that the borrower can’t afford to pay back

Hot take, but maybe don’t take out loans that you can’t afford to pay back. No different than companies that are significantly over-levered on the hope of future earnings. They end up having to restructure. Debt is debt, it has to get paid back.

@marcelolima @wile_zzz Finish the quote, man. Jfc. And while you’re at it maybe cover the second half of the article where he explains his idea

@wile_zzz "My remedy may sound gimmicky, and in truth it is a tariff called by another name."

Guess who would be really happy with Trump’s tariffs? Warren Buffett That’s right. In 2003 he wrote an article pointing out our huge trade deficit problem and proposed a solution… tariffs! 🧵

@dalibali2 Yep cuz Russia has been america’s biggest adversary over the course of every adult’s life Bad outcome cuz the alternatives are better. Putin has little leverage and what he has is shrinking by the day

Would the general public be outraged if Trump struck a broader deal with Russia? - US stays hands off on Ukraine in exchange for something -Broader trade deal To me that'd be a good outcome but i suspect more than half of the country would be pretty pissed

@bgurley @AutismCapital Fair enough! I just think it’s natural people phrase it that way when one product fits neatly into the category of “truck” while the other has taken pains to brand itself differently (normally a good thing!)

@CountWACCula @AutismCapital I was suggesting they should! In both cases.

🚨 CONFIRMED: The Daily Mail confirms that the Las Vegas Cybertruck terrorist was MATTHEW LIVELSBERGER, and that he previously served at the same military base as the New Orleans terrorist Shamsud Din Jabbar.

@bgurley @AutismCapital Can’t build a distinctive vehicle and then selectively get mad when people use its name

@AutismCapital You meant to say “New Orleans Ford Lightning terrorist Shamsud Din Jabbar.”

@milken_cookies Unbearable weight is so underrated. Great pick

@BankBraavos Likely. For owners of a self driving Tesla, Waymo, etc in the future why wouldn’t some put their cars on Lyft/uber? Would be even easier than it is rn

@CountWACCula Interesting point. Are you essentially envisioning individual Tesla owners becoming solo robotaxi suppliers?

Got a lot of heat for saying $UBER will have worse economics in a robotaxi world—even if it’s the sole aggregator. My reasoning was that a few consolidated robotaxi operators will have significantly more bargaining power against $UBER than millions of individual drivers. Here’s a similar example from railroads: Railroads have less pricing power on intermodal freight vs. other types of freight because they deal with a few big intermodal operators instead of thousands of individual shippers. This insight comes from @borrowed_ideas' fantastic piece on CSX, which is quoting @bizbreakdowns.👇

@amasad Safe? The country that dismembers journalists and is known for modern slavery?

Just came back from Saudi’s FII where who’s who in tech, finance, & politics was there. Riyadh is safe, clean, thriving as a modern multi-ethnic society while keeping the Arab hospitality. I predict the rise of modern Muslim states will be one of the most epic comebacks in history.

@MetacriticCap @TheTerminal Same reason they have chronically incorrect financials

Why the year is 2024 and @TheTerminal doesn't have an easy way to have Adjusted numbers, but unadjusting stock-based compensation???

@ianbremmer Effect or perceived effect?

couldn't be clearer: correlation between effect of inflation and 2024 voting intentions

Unbelievable how many data errors Bloomberg has

@BeenThereCap How are you estimating specific price moves, eg btc +6-9% with a trump win? Anything more than pure intuition based on previous observations?

Victory lap! The most profitable one I will ever have. Even though I think investing price predictions are a fool’s game, I gave you the following crypto price predictions in early October, with #bitcoin at $62k: 1. Bitcoin high-$60s by October 31. (Actual $69k) 1/4

@vrexec Assuming zero appreciation in a brokerage account over 6 years? And you call yourself an American??

You’re a top undergrad and get a great dare I say elite job at 21. You have $0 to your name. You live modestly with a couple roommates until 26 and save $25K/year into a brokerage account. Now you’ve got about $150K. You level up in your late 20s and average 4 years of $100K annual post-tax bonuses and toss those into the brokerage account. Now you have about $700K liquid. 3-4 more years of working hard and simply investing in an index and you’ve got $1,000,000 to $1,500,000 in liquidity before age 35. Now you can go one of two directions. Succumb to lifestyle creep and put the golden handcuffs on yourself for your eternity Or Literally do whatever you want This could be 9/10 high-earners on Wall Street, in Big Law, or Big Consulting… but instead it’s only 1/10. Why is that?