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Why the Software Selloff is overdone
Holden Spaht, Managing Partner at Thoma Bravo:
The Icahnist@TheIcahnist
BREAKING: Thoma Bravo just released their LP meeting slides. The world's largest software PE firm thinks the market has it completely wrong on software right now. Public markets are panic-selling software based on AI fear. Here's what they're seeing:
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Josh Brown on the lost decade for the stock market:
"You could've bought the SPY in 2000 and not seen a single dollar of gain until the end of 2009. Two of the worst recessions the country has ever seen happened back to back. And during that time, I just kept buying."
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@JasonKPargin It’s been 10 years and they still haven’t caught Seth Rich’s killer
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Just realized the Nancy Guthrie case was never resolved at all, she went missing 54 days ago and they have no leads whatsoever.
Is there any precedent for this? There was a legitimate media frenzy over this, their whole block was taken over by press and then just... nothing.
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@BrilynHollyhand Why are you tweeting this instead of calling me on the phone?
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When I moved to college, I deleted the Snapchat app.
It was pretty controversial with my friend group because that was how we communicated.
I said if you want to talk to me, call me.
I want to bring back REAL conversations and MAKE AMERICA TALK AGAIN!
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@kenklippenstein The exhilaration of thinking you’re smarter than everyone else is tempting and Adrenaline seeking behavior
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Why does anyone without insider info participate in political betting markets? Sports I get - it’s fun. But geopolitics ??
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@karenmotherof2 People who work there don’t even like sports. They like sports betting. Big difference there
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I tried this and it didn’t work
PFTGym@PFTGym
Here’s my application to work at Barstool Sports
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I don’t think people realize how much healthcare costs are driving big companies to fire and not hire.
It costs them $30k per family, per year for premiums and care. Most of that goes to the massive, vertically integrated insurance companies that send weekly bills that no one reviews in details. And it doesn’t include the company overhead to deal with it all. It’s usually the 2nd largest expense after payroll. Which is insane
It’s far easier to blame AI than it is to blame Healthcare costs.
Want to increase jobs, wages and improve affordability for every American ?
Break up the biggest insurance companies. Make divest non insurance companies. They don’t need thousands of subsidiaries. That’s how they game and abuse the system and increase costs for all of us.
Call your senator and tell them to support the BreakUp Big Medicine Bill by @HawleyMO and @SenWarren.
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@StorminNorm23 Is the hopeless loser unemployed? If so, you gotta up it to $7, idk women are weird I don’t make the rules.
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Ladies, you have $5 to build your dream man:
$6: tall
$8: handsome
$7: funny
$2: chud fuck up unlovable hopeless loser
$3: Mizzou basketball fan
$6: muscular
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@odious_influx @AutismCapital Money is just a throughput for what one actually wants in life. They don’t need it
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This is awesome. They are basically saying take your $26M and shove it up your ass. We're going to die on this farmland, this is our home, our land, our cows, GFY. That's like the most based thing possible. A-ma-zing.
Collin Rugg@CollinRugg
NEW: Kentucky family rejects $26 million offer to convert part of their farm into a data center despite the offer being about 10 times the going rate for farmland in the area. "If it's my way, I'll stay and hold and feed a nation. 26 million doesn't mean anything." "As long as I'm on this land, as long as it's feeding me, as long as it's taking care of me, there's nothing that can destroy me if I've got this land." Video: Local 12 WKRC
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@odious_influx @AutismCapital The landowners have confidence that they’ll be happy no matter what happens in the future. That’s confidence you can’t buy. Something that 99% of all tech workers who work 90 hours a week will never achieve for themselves
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@AutismCapital They're fucking retarded and their ancestors are teabagging them spiritually for turning down a once in a century offer.
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@AutismCapital Those tech companies are gonna retaliate against them. It’s the next logical step
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Alright, guys, genuine question: do you care if you’re being called antisemitic?
Julia Hartley-Brewer@JuliaHB1
This site is a disgusting cesspit of anti-Jew hate and conspiracy theories today. Absolutely foul. We are living in very dangerous times and if you're not calling antisemitism out, YOU are part of the problem. Staying silent is no longer an option. Speak up! Speak out!
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NEW: Kentucky family rejects $26 million offer to convert part of their farm into a data center despite the offer being about 10 times the going rate for farmland in the area.
"If it's my way, I'll stay and hold and feed a nation. 26 million doesn't mean anything."
"As long as I'm on this land, as long as it's feeding me, as long as it's taking care of me, there's nothing that can destroy me if I've got this land."
Video: Local 12 WKRC
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Would be pretty neat if some Biden-admitted “migrants” blew up a refinery
Breaking911@Breaking911
🚨 BREAKING: Smoke is seen billowing from Valero refinery in Port Arthur, Texas following reports of an explosion.
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there’s s Burger King in East Providence, RI, that is staffed exclusively by a group of alt-goth twinks whom I suspect are all dating each other and it is the cleanest and most well-run BK franchise in the country
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@molochofficial This is their start. Next thing you know they’ll be running Brown University, Wall Street, the Pentagon, and, ultimately, our great nation
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@Howlingmutant0 Because he’s trying to draw sympathy away from that fact. Hitting opponent in his strengths. And yeah Trump is a dick and he does not care, man. He’s mr. apathetic and he’s drawing everyone else toward that mindset
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lol why would you attack him on the one thing that everyone is sympathetic towards him for
Aaron Rupar@atrupar
Trump on Joe Kent: "I'm not a fan of the guy ... His wife was killed. He remarried fairly quickly."
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Mao bathed like once a month so you can probably smell those mfers through the glass
Terence Shen@Terenceshen
In a Chinese museum, even a pair of Mao Zedong’s underwear is treated as a national treasure.
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