Player of Games

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Player of Games

Player of Games

@CuriousinHell

here to learn : ) wrong a lot of the time, hence 🦧 Tweets for entertainment & learning purposes and do *not* constitute investment advice

currently residing in hell Katılım Şubat 2022
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Player of Games
Player of Games@CuriousinHell·
$INT.ST $INT I am watching this from the sidelines but I am rooting for the company. The 2nd short got 1 thing wrong, Dolphin Care is a customer of Intellego (Yuvio), not the other way around, which is worse imo and having an employee simultaneously work at Yuvio and Dolphin 1/9
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Kreuzmann
Kreuzmann@Kreuzmann13·
@DialoguesInvest @Possumliving20 Yup, it was him/they. Nick is great guy so I am not sure what to take from it. He is also not present on twitter anymore so I suspect there is something more to it.
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Player of Games
Player of Games@CuriousinHell·
@Walterakam Don't pull her daughter into this, or at least blur out her daughter's account/ name and face.
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والترک 🇺🇸🇮🇷
والترک 🇺🇸🇮🇷@Walterakam·
while Melissa wong has turned into a morality police for Iranian girls and says such filthy things to them for wearing clothes like that, her own daughter wearing the same kind of outfit is apparently just fine. Lol. What a walking contradiction, like most pro-Palestine people.
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nevergreedy 🇪🇺
nevergreedy 🇪🇺@nevergr33dy·
Oh no, I just saw that one of my picks has now also arrived in the story investment bubble. These are things you have to deal with, and I have to admit that, given the latest figures, it is currently more story than substance.
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Player of Games
Player of Games@CuriousinHell·
@taobanker It‘s because he isn‘t doing it for the money but for the love of the game
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Serenity
Serenity@aleabitoreddit·
Solana and crypto assets were “illegal” 2 years ago and many founders were threatened with enforcement + jail for dealing with “securities”. The timing of this after $NVO’s share price went down 8% is hilarious to watch. The $HIMS case looks more like protecting big pharma shareholders over “safety” reasons.
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Serenity
Serenity@aleabitoreddit·
Why does this looks eerily similar to Gary Gensler trying to jail $HOOD and Coinbase founders back in 2022? $HIMS is doing something innovative now 4 years later and big pharma is lobbying to ban it. Same with Stablecoins and Banks right now with the “Clarity Act” under the guise of protecting consumers from the safety with stablecoin yields. At this point, so much for innovation in America when $NVO and JP Morgan can lobby these politicians for “safety reasons”.
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HHS General Counsel Mike Stuart@HHSGCMikeStuart

Based on a review of the applicable facts, earlier today @HHSOGC referred Hims & Hers Health, Inc. (“Hims”) to the Department of Justice for investigation for potential violations by Hims of the Federal Food, Drug, and Cosmetic Act and applicable Title 18 provisions.

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kaladindz
kaladindz@kaladindz·
Made a quick write-up to refresh the bull case in $STVN, if anyones is interested link in bio (dont know why but no one actually links the substack post)
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Player of Games
Player of Games@CuriousinHell·
@kaladindz linking the substack directly and maybe even mentioning "substack" supposedly depresses the reach of a post from what I've heard
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Player of Games
Player of Games@CuriousinHell·
@Miroslavtepnek1 Most bulls never talk about potential cockroaches or risk factors or factors which need to be looked at and which lead to depressed multiples. Beware when they are just talking their book like Shrimpey always does.
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Miroslav Štěpánek
Miroslav Štěpánek@Miroslavtepnek1·
$CCLD and $FOUR best software bets I can think of in current selloff.
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Player of Games
Player of Games@CuriousinHell·
@3Plantey2 @Miroslavtepnek1 most market participants seem to disagree with you, at least for now, or these factors might play in: - no organic growth - acquisitions of potential judicial liabilities (look at the language used in the press releases accompanying the acquisitions)
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taobanker
taobanker@taobanker·
Software investors are getting smarter. They've already moved on from "% drawdowns" to p/s ratios and now rediscovering free cash flow.... 10% lower from here and they'll begin to understand what earnings is
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Player of Games
Player of Games@CuriousinHell·
@Phoenix_FFM SaaS is entering a down turn because of fears that Anthropic may make most SaaS companies obsolete or erode their pricing power significantly. Which tech stocks do you think could profit from AI?
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phoenix
phoenix@Phoenix_FFM·
A major AI revolution with significant economic growth would be a big risk to my portfolio. 1. I have very few tech stocks that could profit 2. Major growth would strengthen the USD, lower US debt and could make the market loose interest in gold. 3. A tech stock boom could lead to low vol meaning my market maker stocks would also suffer. Should I prepare for this scenario and if yes how?
phoenix@Phoenix_FFM

Current allocation: 30% gold via miners and tiny bit of silver 15% long volatility via market makers $FLOW, $virt and $abca.pa 55% global diversified microcaps >30% short cash Rules of thumb so far meaning sometimes I wait to rebalance when I want to be overweight certain assets. Litigation finance didn't provide any diversification benefit. Still holding $BCHT and $BUR but it doesn't get its own fixed allocation bucket no more.

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Keşfet

@Kreuzmann13 @DialoguesInvest @Possumliving20 @Walterakam @nevergr33dy @JerryCap @taobanker @RahulSetty_