@HmOhFour @dalibali2 I think you mean they grew 600% forward ARR
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Jack Frost
75 posts
Jack Frost
@MonopoliusRex
Liquidity is the measure of all things
Katılım Ekim 2025
238 Takip Edilen20 Takipçiler
@xwanyex I disagree - they like the arbitrage of competent foreigners getting paid way less than an American would for the same job.
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@MorlockP When the president’s family is rug pulling crypto with impunity it’s hard to stomach prosecuting a soldier for taking advantage of markets designed for insider trading
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I've seen some red tribe idiots defending this. "He's a hero! He deserves to make some money!"
What happens when you allow every single sailor on the USS Gerald R. Ford to bet on "USN strikes Quatar before end of week?"
Retards.
Duck Enlightenment@_jokeocracy
of course this guy should be prosecuted to the fullest extent of the law and maybe executed for treason, as an example to the rest. A military cannot allow its troops to swing public fucking betting markets with classified military information, this should be obvious to anyone
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@justalexoki Love of cats is a curse placed on women that is only broken by pregnancy
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@cremieuxrecueil Were you worried about the ~1% chance that you developed serious untreatable complications like dry eye or eye pain?
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Laser eye surgery was the best five minutes of my life.
I thoroughly recommend getting it done!
Sahil Bloom@SahilBloom
What is the single best health investment you’ve ever made?
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@AyyouEm You think that senior secured lenders won’t recover 70% of their principal?
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Here's the keys to the medalliamobile, good luck!
Clowns.
JV@AyyouEm
Medallia is ~5.4% of $BSXL, marked at 87 down 2 pts from prior qtr. Everyone else still marking it in the 90s. Something something golden age of high quality secured private lending capital solutions
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@nosilverv High demand for a left-of-center commentator who is not actively anti-American. Comes across as a moderate in the 2021 nonsense
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@varunram Tech is a younger industry that had barriers to entry (knowing how to code). With this barrier gone, you’ll see the “grind culture” likely spread in tech
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Its somewhat interesting that Investment Banking and PE never turned into a lifestyle business when its somewhat obvious that Tech is fast turning into one, wonder how New York bankers prevented that from happening
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Another total victory for the dip buyers. Bears in shambles. This is America. Stocks go up in this country.
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I have an 1,800 word (very) rough draft of an essay on the state of the investment talent market and careers. Anyone open to taking a look?
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@lukeburgis Private equity valuations are entirely fake and secondary markets and continuation vehicles are the result of a financial crash in assets not marked-to-market
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We didn’t see what smartphones were doing to our children until damage had been done for more than a decade.
We didn’t see what was going on in the housing market in the early 2000s until it collapsed.
What’s happening now that will be obvious in the rear-view mirror?
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Jack Frost retweetledi
A politicized central bank is actually bullish financial assets, including bonds. But it comes at the expense of the currency.
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I bought a software name today
Can you guess what it is?
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@ElonBachman Wordcels underestimate the power and reach of traditional institutions
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Seems like most detective work is simply gathering enough evidence to prove that the guy who obviously did it is obviously guilty for a jury that watches/reads too many fictional murder mysteries and is therefore incredulous that the obvious guy is obviously guilty
Alan Cole@AlanMCole
Fictional murder mysteries are frequently pretty good with all sorts of layers to them. By contrast, “true crime” is always like “the mystery of the girl who got murdered on a day where her ex-boyfriend can’t keep his whereabouts straight.”
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PV silver usage is about 7mg/W.
$80/oz silver = silver costs $0.02/W.
In 2024 Oct, PV *module* was about $0.1/W, PV cell was about $0.038/W.
This will drastically push the development of silver-less PV cells.
Zephyr@zephyr_z9
Will hit $80 soon
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Jack Frost retweetledi
IDK what the venn diagram looks like for people who think suicide deaths are a reason to restrict gun availability and people who think physician assisted suicide should be legal, but there is a fascinating psychology at work for the people in the union of those opinions.
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Jack Frost retweetledi
This is the elite version of turnstile jumping
Marc Porter Magee 🎓@marcportermagee
The growth in extra test time on the LSAT
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Jack Frost retweetledi
Wild chart from Jim Reid at Deutsche Bank, showing how much OpenAI is expected to burn before turning a profit.
A couple things stand out also: How small the $AMZN burn really was for its first 8 years. How big the $UBER burn was before ultimately getting in the black
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