Dylon Frazzzz
2.9K posts

Dylon Frazzzz
@DylanFraz
not a dog
Wherever you go, there you are Katılım Şubat 2013
393 Takip Edilen132 Takipçiler

@ItssBanss I unironically enjoy pugging because you are exposed to people doing plays that you would think people would never do. And on top of that if your solo que you get to make 4 new friends everytime you hit that accept button.
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@CEOAdam How’s your company doing big man? How many shares you buy recently? 🤡
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@realDonaldTrump does regime change right.
Compared to Iraq and Afghanistan, what he did in Iran and Venezuela is surgical: get the results a decade-long ground war couldn't, for a fraction of the cost and casualties.
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Does @csfloatcom always take 2-3 extra days to verify funds or am I just getting unlucky?:c
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@NewYorkStateAG Think we have some bigger things to worry about and this game is rated MA meaning 18+ which I am pretty sure is an adult. You idiot
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The Hollow Men
American capitalism is rotting from the head down. We have replaced the "Owner-Operator"—the risk-taker-with a new, parasitic class of corporate bureaucrat: The Risk-Free Insider.
By "Insider," I am not referring to a specific title. I am referring to the entire administrative state that has captured the modern corporation. This includes the Directors who exist solely to collect fees, the Executives who exist solely to collect bonuses, and the Managers who exist solely to hire consultants.
These are the hollow men of the boardroom. They are masters of PowerPoint. They wear the right suits. They say the right buzzwords about "governance" and "ESG." But they are mercenaries fighting a war with someone else’s ammunition.
In a functioning economy, authority is tied to liability. If you make a bad decision, you lose your own money. That fear of loss is the only thing that keeps a business honest. It forces you to cut waste, obsess over the customer, and stay late to fix what is broken.
Today, we have severed that link.
We have rigged the game so that heads, the Insider wins; tails, the shareholder loses.
If the stock goes up, the Insider collects a massive performance bonus. If the stock crashes due to their own incompetence, they are fired with a "Golden Parachute" worth tens of millions. They are gambling with the house’s money, and they never leave the table poorer than they arrived.
This looting starts in the boardroom.
We have normalized a "Country Club" culture where directors are selected based on social profiling rather than their ability to build a business. The modern board member is often a professional tourist—paid an average of $350,000 a year.
Let’s be brutally honest about what that number represents. The average director is paid nearly five times the GDP per capita of the United States. They earn more for attending four quarterly lunches than the vast majority of Americans earn in five years of hard labor.
And for what?
Most of these directors are "over-boarded," sitting on three or four boards simultaneously. They treat directorships as a gig economy for the elite. They fly in, rubber-stamp a compensation package they didn't read, and fly out. They collect checks from companies they do not understand, do not use, and certainly do not love.
They are not there to ask hard questions. They are there to be collegial. They are there to protect the other Insiders.
And what happens when these boards hire executives who also have no personal capital at risk?
We get the Delegation Economy.
When a Risk-Free Insider faces a crisis—bloated expenses, a broken supply chain, or a stale product—they do not roll up their sleeves. They hire a consultant. They pay a strategy firm millions of shareholder dollars to produce a 100-page deck telling them what they already know.
This is not management. It is intellectual money laundering.
They use shareholder capital to buy an insurance policy for their own careers. If the plan fails, they can blame the consultants. They delegate the work because they are terrified of the responsibility. They would rather preside over a slow, comfortable decline than risk a bold mistake.
While American Insiders are busy optimizing their severance packages, our global competitors are optimizing their products. They are not slowed down by bureaucracy. They are not waiting for a slide deck. They are outworking us.
If we continue to fill our C-suites with administrators instead of operators, we will lose our edge. We will see iconic American franchises hollowed out by fees, managed for the benefit of the Insiders, while the true owners—the shareholders—are left holding the bag.
The time for polite governance is over.
If we want to save the American economy from mediocrity, we must demand a return to the "Owner’s Mentality." We need leaders who treat shareholder capital with the same reverence they treat their own savings. The era of the Risk-Free Insider must end.
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@rattecs I sometimes DM early in the morning and the public servers are 90% farming bots lol
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@CorbZcs Whats your AK selction looking like. I’m in the market
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@CentraTrades M9 gamma Doppler phase 2 or the king snakes are fire. Some good stuff in here for sure
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Gamestop Development
I'm not going to interview Ryan Cohen today. Ryan is working on something monumental, and he would not be able to say much. We both agreed that "I cannot answer that on advice of counsel" is the last thing anyone wants to hear. I'm on pins and needles like everyone else. Hope to have news and the interview soon. @ryancohen $GME

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After an interview with Ryan Cohen and WSJ on $GME dropped yesterday citing future acquisition plans, another article dropped today from CNBC. Here are the best quotes from that article, where he is seemingly elaborating on a pending acquisition:
- “It’s gonna be really big. Really big. Very, very, very big,”
- “It’s transformational. Not just for GameStop, but ultimately, within the capital markets … this is something that really has never been done before within the history of the capital markets.”
- “Potential to make [GameStop] worth several hundreds of billions of dollars.”
- “It’s similar to Berkshire Hathaway, except what Berkshire did in decades we’re attempting to do in a much shorter time in terms of creating that much value,”
- “We can go in there and apply the Chewy and [GameStop] mindset of like brutal efficiency and increase the profitability of the company very, very quickly and so we could capture a lot more value by focusing on this under optimized asset, and then eventually we could move on to the next one, but, you know, we’ll see what happens.”
When Ryan Cohen, a person that absolutely hates talking a big game and instead likes to display intent with action and measurable results, says anything at all - bold or brittle, I listen very closely. Next week should be interesting. Buckle up.
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