Jimmy Rey

198 posts

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Jimmy Rey

Jimmy Rey

@JimmyRey78

Humble beginnings of B40 family to software engineering degree from University Malaya to corporate leader to now - a psychotherapist, investor & house-husband.

Damansara, Selangor Katılım Mart 2016
50 Takip Edilen14 Takipçiler
Jimmy Rey
Jimmy Rey@JimmyRey78·
There are too many carnivores pretending to be herbivores these days.. And when their hunger are not satiated, they will turn back to their natural state, carnivores..
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Jimmy Rey
Jimmy Rey@JimmyRey78·
@chamath Which ome is standing out the most as of now?
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Chamath Palihapitiya
Chamath Palihapitiya@chamath·
The pace of innovation is incredibly fast right now. It’s easier than ever to spot the companies standing still.
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Jimmy Rey
Jimmy Rey@JimmyRey78·
The reason to TDS..
Wall Street Apes@WallStreetApes

Absolutely insane This is why the Democrat Party still has supporters Media Research Investigation finds “Only 2% of Google's top morning articles — were from a right-leaning news site. The vast majority of the rest, all from left-wing outlets” “Do you remember when I told you that Apple News had gone 3 straight months without featuring a single article from a conservative news outlet in its top stories? Well, now they can hold Google's beer. Only 2% of Google's top morning articles in the month of February were from a right-leaning news site. The vast majority of the rest, all from left-wing outlets. The Media Research Center used the nonpartisan firm Allsides, which ranks news outlets based on their political bent of the 487 articles Google featured in its top morning stories in February that we looked at only 11 were from right-leaning sources. — In fact, Google News featured ZERO articles from right-leaning news outlets in 17 days out of the month of February -1 This is one of the most widely used news apps in the entire world with over 280 million users and generating more than 24 billion clicks per month. So when they overwhelmingly push left-wing views and ignore any conservative counterpoint, they're skewing public opinion. They're picking and choosing what information people consume and what they never get to see, and they're doing it on purpose. So the next time you wonder why so many people seem to be drunk on the left-wing Kool-Aid, this is why.”

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Jimmy Rey
Jimmy Rey@JimmyRey78·
@Jihooncrypto My capabilities is 2,000km, I attempted 4,000km but failed horribly.. And the world should be in awe at what I could have achieved.. 🤔
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Jimmy Rey
Jimmy Rey@JimmyRey78·
@elonmusk Ome watched Matrix & the other probably has no time to watch at all.. 😅
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Jimmy Rey
Jimmy Rey@JimmyRey78·
@NewsBFM Better step up security because of the price people pay..
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BFM News
BFM News@NewsBFM·
Xiao En Memorial Park in Negeri Sembilan, believes the recent theft of cremation urns, including the 30 stolen from its columbarium, may involve a cross-border criminal network. "The police have classified the case as a criminal investigation, and we are fully cooperating," it told Malaysiakini. malaysiakini.com/news/770615 🧵1
BFM News tweet media
BFM News@NewsBFM

Police are investigating the theft of 30 cremation urns from a memorial park in Nilai, Negeri Sembilan, with the suspects reportedly demanding a ransom for their return. The suspect contacted the park's management, claiming to have found the urns before demanding payment. 🧵1

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Jimmy Rey
Jimmy Rey@JimmyRey78·
@michaeljburry So, your point is.. The safeguards to protect majority retail investors are changed somehow.. But still, they do not prevent people who would manipulate the market for their own benefit.. For example, big short sellers.. In short, you just want everything to benefit yourself..
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Jimmy Rey
Jimmy Rey@JimmyRey78·
@unusual_whales Yes of course.. Those companies' CEO must be crazy stupid to pour all their money into building up AI infrastructure.. Not to mention country leaders, education, etc.. Let's invest in Flintstones tech instead.. 🤣
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unusual_whales
unusual_whales@unusual_whales·
"Thousand of CEOs admitted AI had no impact on employment or productivity," per FORTUNE
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Jimmy Rey
Jimmy Rey@JimmyRey78·
youtu.be/a2yKxPJ_Ww8?si… Above is a snippet from a Canto-serial drama back in the 80s. Different era, different culture, same lesson - 'Nobody can predict the stock market' 📉📈 Anyone who told you otherwise is either lying to you or lying to themself 🤫😈 #stockmarkets
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Jimmy Rey
Jimmy Rey@JimmyRey78·
@fmtoday Of course.. This is voters' mandate.. Only those who are ignorant will ignore the signs.. Don't need experts' analysis..
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Jimmy Rey
Jimmy Rey@JimmyRey78·
@michaeljburry History has the both good & bad.. But people will tend to focus on the bad things.. You just need to keep prophesizing doomsday & one day it will finally come true & people will say you're a good fortune teller.. Especially beneficial when you have self-interest..
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Jimmy Rey
Jimmy Rey@JimmyRey78·
Winning a $100M lottery jackpot today 💰 Does that suddenly make me a genius? 🧠 Does it mean that I'm right about everything now? 🤔 Nah, luck ≠ intelligence. Money & titles doesn't buy wisdom. Stay humble folks, real smart aren't for sale 🙌🏼 #lottery #Humble #RealityCheck
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Jimmy Rey
Jimmy Rey@JimmyRey78·
@mmcmahon09 @michaeljburry That's the problem.. He is not right about everything but just one thing back in 2008.. And because he made big money of it, people are assuming he is right? 🤔 That doesn't sound logical.. The only thing that is consistent is his short theories on everything since then..
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Michael McMahon
Michael McMahon@mmcmahon09·
@michaeljburry It's actually embarrassing that you've resorted to plastering your thesis in replies to unrelated threads like a X n00b seeking impressions. You may be right about everything. But if your thesis has merit, why do you need to try to push it?
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Jimmy Rey
Jimmy Rey@JimmyRey78·
@michaeljburry Those days you were years off target.. Let's see how many years off this time.. Good effort though day in day out crying wolf.. People are more attracted to gloom & doom prophecies more than optimistic ones.. And exactly because of this, it's not a bubble yet..
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Cassandra Unchained
Cassandra Unchained@michaeljburry·
Check out these two charts. This is a tomahawk dunk, a killshot. Palantir accounts receivable grew 20x while revenue growth grew 6x. DSO rose form 20 to 67 days. Q4 though is the seasonal low, and seasonal lows have been rising - 20 → 44 → 40 → 46 → 55 → 63 → 67 days. Today’s “best” quarter (67 days) is worse than the peak quarters of 2020–2021. The floor keeps rising. Government customers pay slower, but mix is far more commercial now. Larger deals are longer cycles, but Adobe does big deals and its DSO has fallen from 50 to 29. Scaling rapidly with new customers, but HubSpot is one of the fastest growing, and its DSO has been flat at 36-40 days the entire time. This also could mean increasingly aggressive revenue recognition, extended payment terms as a sales tactic/concession, contracts with back-end loaded cash - again a concession, and finally a customer just paying slower because the ROI//business use case is not strong enough to justify shorter or shortening payment terms. One would think if the customer is so enthusiastic, they would pay on time, or faster. This is not happening. Rising DSO on an absolute and comparative basis to SaaS companies suggest the company is much more consultancy that Software/SaaS. Note that Palantir's DSO is very close to Accenture on an absolute basis - 76 days at Accenture vs 72 or so this current Q at Palantir. But Palantir trends like Accenture, and unlike the SaaS/Software firms. Palantir trades at 70x sales because it has sold Wall Street that it is SaaS, not the single digit multiple of a consultant. Read more at the full post - Palantir’s New Clothes: Foundry, AIP, and the Failure of Reason michaeljburry.substack.com/p/palantirs-ne…
Cassandra Unchained tweet mediaCassandra Unchained tweet media
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Jimmy Rey
Jimmy Rey@JimmyRey78·
Even the biggest gurus have their own agendas 🤫 📉 Our real job? Spot them➡️ Understand the game➡️ Decide from first principles for our sake, not to their benefits 💡 🔎 Think independently. Protect your own path. 💪🏼 #FirstPrinciples #CriticalThinking #ThinkForYourself
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Bryan Tollerene
Bryan Tollerene@TllrnInvmntMgmt·
Why do you seem so desperate to convince everyone you are right? Most successful hedge fund managers like David Tepper, David Einhorn, Bill Ackman or Jim Chanos, etc. have not started peddling a subscription service to some blog or newsletter. The public information that is available implies your net worth at ~2-300M earned primarily from your one big correct directional bet during the great financial crisis? Have you just adopted the Muddy Waters model of 1) build short position, 2) release verbose hyperbolic short thesis complete with Venn diagrams to your followers - thereby creating selling pressure (talking your book) 3) cover your short as the fear (you triggered) induced selling by your followers is occurring. In the interest of full transparency - will you publish your real time trading - so the instant you buy or sell something your followers can see and know what you are doing in real time to validate that it matches your publicly stated opinions. If not - why not?
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