David Wertenteil

156 posts

David Wertenteil

David Wertenteil

@DavidWertenteil

Katılım Şubat 2021
86 Takip Edilen113 Takipçiler
David Wertenteil retweetledi
Piers Morgan
Piers Morgan@piersmorgan·
In Britain, we now jail the likes of Lucy Connolly for dumb, incendiary social media posts (that she deleted), but 1000s chant about killing people at a major music festival, live on our publicly funded broadcaster, and nobody seems to care. Outrageous double standard.
Daily Mail@DailyMail

Fury as Glastonbury crowd chants 'Death to the IDF!' and 'Free Palestine!' in scenes aired live on the BBC trib.al/ZYpi3Bm

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Donald J. Trump
Donald J. Trump@realDonaldTrump·
Donald J. Trump tweet media
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Traditionally Sarah🇺🇸
Traditionally Sarah🇺🇸@TraditionSarah·
So I went to Costco without a membership, I snuck around the card readers, I didn’t want to wait in line to get an actual membership or one day pass. They caught me in the store and asked me to leave or go to the service desk and get a membership. Instead of leaving I demanded free products and food and waved a Sam’s club flag in the middle of their store to show them just how much I love Costco and want to stay. When they still asked me to leave I began stealing whatever I could and threw frozen hamburger patties at security. They should have just let me shop there without a membership, I’m special!
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U.S. Senator John Fetterman
U.S. Senator John Fetterman@SenFettermanPA·
I unapologetically stand for free speech, peaceful demonstrations, and immigration—but this is not that. This is anarchy and true chaos. My party loses the moral high ground when we refuse to condemn setting cars on fire, destroying buildings, and assaulting law enforcement.
U.S. Senator John Fetterman tweet media
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Bill Ackman
Bill Ackman@BillAckman·
I support @realDonaldTrump and @elonmusk and they should make peace for the benefit of our great country. We are much stronger together than apart.
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End Wokeness
End Wokeness@EndWokeness·
Inject this directly into my veins
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Judge Alex Ferrer
Judge Alex Ferrer@judgealexferrer·
Dear @realDonaldTrump, If it’s not too much trouble, we would like to see the IRS & SEC investigate how all of our politicians become multimillionaires on a govt salary. Actually, we all know how they do it. We’d just like something done about it. Sincerely, The American People
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yuval zaushnicar
yuval zaushnicar@yuvalzaushnicar·
אני חושבת שהגיע הזמן לפתוח את הנושא הזה. תדמיינו שהחיים הם כמו פאזל, הפאזל שלי היה מורכב מחלקים שונים והחלק המשמעותי בפאזל היה הזוגיות שלי עם רועי. ב07.10 נלקח ממני חלק הכי משמעותי. בזמן הראשון לאחר המוות הייתי פסימית ולא חשבתי שהחלק הזה יושלם מחדש, אך לאחר מכן הבנתי >>
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הסולידית
הסולידית@hasolidit·
מטא מציגה צמיחה שנתית של 22%+ בהכנסות, 60%+ ברווח למניה, 59%+ ברווח הנקי. מדהים לראות מספרים כאלה בחברה של 1.7 טריליון דולר. איפה היא ואיפה טסלע. אפשר לומר המון על צוקרברג. כולל שהוא ה-pet rock החדש של טראמפ. סבבה. לא משנה את הערכתי שמדובר במנכ"ל המוכשר ב-MAG7 אם לא בוול סטריט בכלל. יש עניין אישי
הסולידית tweet media
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Donald Tusk
Donald Tusk@donaldtusk·
Europe, are you ready to get back on the road of greatness and strength? Poland is ready! 🇵🇱🇪🇺
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MrBeast
MrBeast@MrBeast·
BEAST GAME EPISODE 3 IS OUT NOW! To celebrate, I'm giving away $100,000 total to 10 random people who like and retweet this post! Go watch it here: amazon.com/beastgames
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Baghold Theory
Baghold Theory@b121417·
Given the recent run in $DXYZ it seems like many are confused what exactly DXYZ is offering and how it is different from a regular stock or an ETF. Why is DXYZ not similar to a regular stock and ETF? First of DXYZ is a closed end fund that subsequently decided to list on NYSE as a mean for its original stakeholders to liquidate their positions. A closed end fund is very different from the regular ETFs that we know of such as SPY and QQQ. Regular ETFs have a creation and redemption function that serves to keep the valuation of it's fund as close as possible to the underlying assets it's tracking. So if there's a huge inflow of buyers, more share counts are created and funds from these inflow will be used to purchase the underlying assets it's tracking. It is important to understand that this function is not applicable to DXYZ. The core attribute of DXYZ is as a closed end fund, it's IPO only has a fixed number of shares. Even if there's a huge influx of buyers of DXYZ, the total investable amount, net assets or asset under management(AUM) remains unchanged. As of end September it's net assets is 57.9million dollars. And because it's shares outstanding is fixed at 10.9million shares. That is how we get a net asset value of 5.3ish per share. It does not matter whether 10 dollars or 10 billions dollars worth on inflow goes into the purchase of DXYZ, the fund is unable to use a higher share price or such inflows to purchase more of it's underlying assets to reflect it's discrepancy between market cap and net assets. Key important note, DXYZ does not own 37% of Spacex. But instead 37% of DXYZ investments are in Spacex, which accounts for around 21.5million dollars based on 210billion dollars SpaceX valuation. Also note that DXYZ owns 191378 shares of SpaceX, while the total shares outstanding of SpaceX is around 1.8+ billion shares. With that said, what does a 73 dollar DXYZ imply? In simple terms one is paying 73 dollars for 5.3 dollars worth of shares. Which means we are paying more than 13x where institutional/accredited investors can buy the same pool of underlying assets today. The argument might be SpaceX is worth more than the 210billion dollars used to calculate DXYZ's NAV. Let me break it down to you where it's NAV should be with different scenario. SpaceX at 210b valuation gives us around 5.3 dollars NAV for DXYZ SpaceX at 350b gives DXYZ a bump in NAV to around 6.62 Even if we give it a 1,000b valuation it only bumps DXYZ's fair value per share to around 13.1 dollars. DXYZ Trading at 70 dollars implies a valuation of around 7,000billion dollars or 7 trillion dollars for Space. Please do yourself a favor and Google how much the market feels SpaceX is worth right now and you'll realize DXYZ Buyers are overpaying almost 20x right now. Or another way to look at it is buyers are getting around 5cents worth of SpaceX for every dollar "invested" in DXYZ. There are many other ways to get exposure to SpaceX as retail traders. Such as buying via the Forge platform that allows you to trade Spacex shares closer to it's 200-350b dollar valuation range. Or other exchange traded funds that trade so much closer to NAV such as STCK. While moves by past meme plays such as GME AMC DJT might not have much fundamental sense either given it's valuations. At last you are buying into a stock that is unique with no replacements or alternatives. Even a random meme crypto coin created by a 5 year old might be able to warrant it's valuation better than DXYZ's current levels that can be effectively arbitraged by purchasing the exact portfolio of underlying assets at a 92% discount. The risk of DXYZ dropping below <10 dollars in days is real (imagine SpaceX announcing IPO and traders ca. gain direct access to it's stock at market levels) This is one of the silliest pump and dump scheme l've seen in years and I thought l'd just clear some confusion you guys might have. Stay safe and may the market move in your favor guys
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Konstantin Kisin
Konstantin Kisin@KonstantinKisin·
For my British and European friends who are "shocked" and "surprised", here are 10 reasons you didn't see this coming. Read this short post and then read the replies from our American friends who will confirm what I'm saying. 1. Americans love their country and want it to be the best in the world. America is a nation of people who conquered a continent. They love strength. They love winning. Any leader who appeals to that has an automatic advantage. 2. Unlike Europeans, Americans have not accepted managed decline. They don't have Net Zero here, they believe in producing their own energy and making it as cheap as possible because they know that their prosperity depends on it. 3. Prices for most basic goods in the US have increased rapidly and are sky high. What the official statistics say about inflation and the reality of people's lives are not the same. 4. Unlike you, Americans do not believe in socialism. They believe in meritocracy. They don't care about the super rich being super rich because they know that they live in a country where being super rich is available to anyone with the talent and drive to make it. They don't resent success, they celebrate it. 5. Americans are the most pro-immigration people in the world. Read that again. Seriously, read it again. Americans love an immigrant success story. They want more talented immigrants to come to America. But they refuse to accept people coming illegally. They believe in having a border. 6. Americans are sensitive about racial issues and their country's imperfect history. They believe that those who are disadvantaged by the circumstances of their birth should be given the opportunity to succeed. What they reject, however, is the idea that in order to address the errors of the past new errors must be made. DEI is racist. They know it and they reject it precisely because they are not racist. 7. Americans are the most philosemitic nation on earth. October 7 and the pro-Hamas left's reaction shocked them to their very core because, among other things, they remember what 9/11 was like and they know jihad when they see it. 8. Americans are extremely practical people. They care about what works, not what sounds good. In Europe, we produce great writers and intellectuals. In America they produce (and attract) great engineers, businessmen and investors. Because of this, they care less about Trump's rhetoric than you do and more about his policies than you do. 9. Americans are deeply optimistic people. They hate negativity. The woke view of American history as a series of evils for which they must eternally apologise is utterly abhorrent to them. They believe in moving forward together, not endlessly obsessing about the past. 10. America is a country whose founding story is one of resistance to government overreach. They loathe unnecessary restrictions, regulations and control. They understand that freedom comes with the price of self-reliance and they pay it gladly.
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Bill Ackman
Bill Ackman@BillAckman·
If the election outcome is as I expected, it should cause the large minority of the country who supported @KamalaHarris and predicted her victory to begin to question their sources of truth. Half the country has believed that @X is filled with mis- and disinformation, and that they could only therefore rely on The NY Times, MSNBC, CNN and other mainstream media for their news. And they did. If, however, you have been active on @X for the last year, you have known the truth days, weeks and often months before the facts appear in the MSM. The MSM excerpted, clipped and cut to defame @realDonaldTrump while claiming that @JoeBiden was fit as a fiddle. Then when Biden’s polls collapsed, @KamalaHarris was anointed the candidate and her hagiography was written with glowing acclaim from the press. But this could not hold as she ducked the media and held fast to the teleprompter. Citizen journalists with their phone cameras in hand captured the real Kamala forcing her to defend her record and her plans in more media appearances. It did not go well and the public demanded to learn more so @KamalaHarris had to risk more unscripted media. The doom loop was underway with perhaps 60 Minutes as one of the more dramatic examples, even after CBS tried to save her, most glaringly by excerpting one answer to replace a word salad response to another. But the citizen journalists on @X quickly caught and outed this fraud and demanded a transcript. As many who supported Kamala began to realize that they have been misled, they became open to Trump as an alternative, but they didn’t want to rely on the media to understand him because they did not want to be misled again. They wanted to hear the candidate in his own words and that is where @lexfridman and @joeroganhq long form podcasts came to the rescue. When Kamala was offered the same opportunities to explain herself, she rejected them. And the voting public could only draw a negative inference. When the story of this election is written, I expect it will be as much about how half of America woke up to the reality that they have been manipulated by the media. This should lead to an abandonment by many of the MSM as their primary source of information. It will push more people to @X, to podcasts and other empirical sources, and it will lead to a more informed public. The other outcome I hope happens is the implosion of the Democratic Party. The Party lied to the American people about the cognitive health and fitness of the president. It prevented, threatened, litigated and otherwise eliminated the ability of other candidates for the primary to compete, to get on ballots, and to even participate in a debate. The Party and the administration used lawfare in an attempt to imprison, bankrupt or otherwise kill off Trump as a candidate. These acts are collectively grave threats to our democracy. With the highest irony in order to hide these acts, the Party accused the opposition candidate of being the grave threat to democracy. The Democratic Party proved itself to be fundamentally undemocratic. It needs a complete reboot. The leadership should be thrown out and those responsible should apologize to the American people. Honest Abe said it best: You can fool some of the people all of the time, and all of the people some of the time, but you can not fool all of the people all of the time.
Bill Ackman@BillAckman

I believe that @realDonaldTrump will win in a decisive victory and potentially a landslide Electoral College outcome tomorrow. I could of course be totally wrong, but that helps elevate an important point. Approximately half the country will be unhappy about the election outcome, potentially devastatingly so. In this context, I think it is important to remember that we are one country, and we will survive whoever is our next president. What we must avoid, however, is a world where our fellow citizens who are disappointed raise hell or otherwise revolt about the outcome. The peaceful transfer of power is a critical feature of our democracy that must be maintained for us to succeed. The system is stronger than any one candidate. We will thrive long term no matter the outcome of this election because the system will heal itself. That’s been a feature of our democracy for nearly 250 years and I expect it to continue. Let’s therefore be civil and accept the collective will of our democratic process. We have many enemies that want internecine battles in America to weaken us. We cannot let this happen. The world is a dangerous place and we need to be unified to protect our country and our children.

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הסולידית
הסולידית@hasolidit·
האם מדינה במשבר כלכלי יכולה להרשות לעצמה משרד לשיתוף פעולה? לא. AFUERA. חסכנו 18.47 מיליון ש"ח. האם מדינה במשבר כלכלי יכולה להרשות לעצמה משרד מודיעין? לא. AFUERA. חסכנו 23.21 מיליון ש"ח. האם מדינה במשבר כלכלי יכולה להרשות לעצמה משרד "מסורת"? לא. AFUERA. חסכנו 26.3 מיליון ש"ח. האם מדינה במשבר כלכלי יכולה להרשות לעצמה משרד תפוצות? לא. AFUERA. חסכנו 34.19 מיליון ש"ח. האם מדינה במשבר כלכלי יכולה להרשות לעצמה משרד מורשת? לא. AFUERA. חסכנו 71.25 מיליון ש"ח. האם מדינה במשבר כלכלי יכולה להרשות לעצמה משרד שיוויון חברתי? לא. AFUERA. חסכנו 92.17 מיליון ש"ח. האם מדינה במשבר כלכלי יכולה להרשות לעצמה משרד התיישבות? לא. AFUERA. חסכנו 331 מיליון ש"ח. הנה, 596 מיליון שקל. וזה לא הצריך מאמץ מיוחד. תהיו @JMilei. קצצו אצלכם קודם לפני שאתם שותים לאנשים הכנסות וחסכונות.
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