LST

26.4K posts

LST banner
LST

LST

@LongShortTrader

Investment Analyst at Gotham City Research LLC since 2012 Expertise: Discovering new ways of losing money. “Question unchallenged assumptions.”

Bear, DE Katılım Şubat 2009
1.1K Takip Edilen32.8K Takipçiler
LST
LST@LongShortTrader·
@firstadopter Tae you’re more American than Korean . Which is totally fine 😂 😉
English
1
0
1
538
tae kim
tae kim@firstadopter·
Tae: "Don't make fun of the Koreans. They're right!"
TBPN@tbpn

"Everyone's making fun of these Koreans for being long memory stocks. But we're talking single-digit P/E multiples. It's probably going to last 2-3 more years. Triple digit growth." — @firstadopter "Layer that onto the fact that 4 years ago, all these memory companies saw their revenue get cut in half. So they didn't expand capacity. And it takes 3-4 years to expand capacity." "We're going to see mega pricing power. We haven't seen anything yet. These stocks are going to keep going higher, and their revenue rates are going to be astronomical."

English
9
7
88
29K
LST
LST@LongShortTrader·
My global TAM is…$150 trillion* *Global GDP is $126 trillion
English
2
0
13
1.3K
LST
LST@LongShortTrader·
A Vol fund, Short fund, and big Long/Short fund shut down, and the markets react. Classic.
English
1
0
5
2K
LST
LST@LongShortTrader·
Chris Hohn sold $MSFT, bought $GOOG at the same time Bill Ackman Sold $GOOG and bought $MSFT Hmmmmmmm
English
2
0
19
4.3K
LST
LST@LongShortTrader·
Microsoft: the People Demand the Return of Steve Ballmer $MSFT
GIF
English
1
0
3
1K
LST
LST@LongShortTrader·
@Ksidiii Thanks for explaining Kris, and may you continue to be blessed. I think some of the people who reacted critically to you might have had issue with how you originally phrased it. However, based on how you explained it to me, I think you're correct.
English
1
0
5
330
Kris Sidial🇺🇸
Kris Sidial🇺🇸@Ksidiii·
@LongShortTrader If I had to summarize…..it means you would rather engage in activities related to trading than your standard social events (most of the time). For most folks, they would never choose work activities over social leisures.
English
1
1
11
1.6K
Kris Sidial🇺🇸
Kris Sidial🇺🇸@Ksidiii·
This game has transformed my life, my family’s life, my friends’ lives, and even the lives of my future grandchildren. For that, I am eternally grateful to God for the success He has given me. At the same time, make no mistake, this game is one of the most cancerous and dangerous in the world. It can ruin and cripple you financially, socially, psychologically, and emotionally in ways you cannot imagine. If you are playing this game at the highest level, not casually investing, you have to be willing and aching to answer its call at every second of the day. And honestly, monetary advancement alone is not enough to keep you in it. Something has to be socially wrong with you to be obsessed in a way that is difficult to even characterize. You have to be obsessed with solving this puzzle every single day. If that is not you, it is probably a better choice to avoid it entirely. Very similar to mishandling an AK-47, small mistakes in this game can be life altering. For my fellow lunatics, another day, and into the fray we go. Blessings and love your way 🫡
English
70
49
860
300.7K
LST
LST@LongShortTrader·
@EnergyCredit1 Exercise is clearly good for overall health based on a very wide set of scientific studies. Its effects on weight loss, however are not as clear cut. Therefore. For many us overweight/obese, Im afraid there has to overall reduction of quantity of consumption.
English
0
0
2
934
Jeff Davies, the Energy OG
Jeff Davies, the Energy OG@EnergyCredit1·
I’m just going to say what needs to be said after few days back in US On average Americans are fat as fuck vs rest of world. Exceptionalism? lol. Even with food prices higher than anywhere in the world it seems Americans can’t eat enough. Get out and exercise you slobs.
English
7
0
52
10.3K
LST
LST@LongShortTrader·
@evantindell That’s why better to get a training partner or make friends/acquaintances at the gym.
English
0
0
1
385
Evan Tindell
Evan Tindell@evantindell·
People do way too little copying. You can literally go into a gym and copy the workout of the most in-shape guy or girl there that day. Just use less weight and 95% chance you'll get a better workout than whatever you were gonna do.
English
5
1
21
4.1K
LST
LST@LongShortTrader·
He works at Fishhead Cannons Capital Partners FYI
English
0
0
9
868
LST
LST@LongShortTrader·
The face of private equity
LST tweet media
English
4
1
27
3.5K
Zaphod
Zaphod@MinvstrD·
@NickTimiraos Wtf. Good for him but this is insane behavior at this age, no upside to going so heavy.
English
2
0
9
1.2K
Nick Timiraos
Nick Timiraos@NickTimiraos·
What’s the heavier lift: 365 lbs on your 67th birthday or telling your colleagues you changed your mind on rate cuts? Chris Waller seems comfortable with both. (He posted this video on his LinkedIn account)
English
101
117
1.7K
473.7K
LST
LST@LongShortTrader·
@tangentstyle Distance isn’t the issue, time is. Traffic complicates that. Also, SF at least has public train transit that goes to SFO direct, can’t say that about NYC.
English
1
0
1
149
LST
LST@LongShortTrader·
The OpenAI Psychological short interest is like 67%… but probably correct.
English
1
0
9
1.7K
LST
LST@LongShortTrader·
@kennethper6943 I respect LKY. I take issue with ppl who idolize him and overly apply his succcess w/ Sing to domains/situations that dont' seem relevant.
English
0
0
0
86