Piping Clover

1.7K posts

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Piping Clover

Piping Clover

@PipingClover

Retweets for personal bookmarking. And for my 96 followers

Katılım Temmuz 2013
288 Takip Edilen111 Takipçiler
Piping Clover
Piping Clover@PipingClover·
@dalibali2 reddit.com/r/devops/comme… Curious if you have any thoughts on this? I’m a drive by tourist with no business dabbling in software and yet here I am. GTLB feels different to me than the rest of the carnage which is why I’m interested.
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Piping Clover
Piping Clover@PipingClover·
@MattJMcClintock It’s simply can’t have a front visible logo if their vision is the shirt does everything
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Dylan Marrello
Dylan Marrello@ragingbullcap·
$NRP People blowing out of a $100 security that should structurally be able to return $10-20 annually for several decades just in dividends (and potentially much more + free optionality) because they're upset the company had to inject... a whopping one single quarter's worth of (depressed) fcf into a struggling asset and thus push back distributions by a few months - tells you everything you need to know about investor time horizons these days.
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Piping Clover
Piping Clover@PipingClover·
@dalibali2 What the value of base44 under the hood of WIX? is this worth playing as a long wix thesis?
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dalibali
dalibali@dalibali2·
"In fact, we just used the website generator to build and launch the new Oracle.com." and you want to own Wix?
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Piping Clover
Piping Clover@PipingClover·
@Hypertonx I have no dog here I’ve considered celh based on your posts and my only real takeaway is there is more competition for caffeinated drinks than ever before. No idea if either is L/S etc
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Hypertonx
Hypertonx@Hypertonx·
@PipingClover Bro, it's a joke Also if you want, short $MNST and $CELH
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Hypertonx
Hypertonx@Hypertonx·
CELSIUS HOLDINGS INC. CHANGES ITS NAME TO ALANI NU BEVERAGE INC. $CELH This narrative shape coming soon Just a reminder: $CELH trades at like 35% of the valuation of $MNST despite... you know... growing faster and having better growth prospects
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Arrakis Global
Arrakis Global@ArrakisGlobal·
The SpaceX IPO is going to have big secondary order consequences for ETF / S&P compositions. Winners/ losers. There will also be consequences from the huge liquidity event that investors will get from the IPO… where will $ get redeployed? Important to ponder these questions
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Arrakis Global
Arrakis Global@ArrakisGlobal·
$HCAC potential SPAC deal with 👀 Love this as a pure play rare earths recycling co. Incredibly important part of the supply chain. reecycleinc.com
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Piping Clover
Piping Clover@PipingClover·
@rev_cap Who’s buying all this liquidity if asset managers are selling in record amounts?
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Rob
Rob@Quintorris_·
I swear I’m trying to get excited for this rookie class in dynasty I can’t do it
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Borlaug
Borlaug@Borlaug_·
@rev_cap @bucketshopcap My recent horror story is a pizza order where they swapped drivers which added like 30-45 mins to delivery time, then gave the new driver 2 stops on the way. Received cold pizza near the 2 hour mark, no refund for blowing past their generous max wait time estimate
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Piping Clover
Piping Clover@PipingClover·
@rev_cap Finding uber to be one of the most exploitative companies lately. Last inning empire type things
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Piping Clover retweetledi
McGriddle Connoisseur
McGriddle Connoisseur@CloisterRes·
Someone help me I am getting like super bulled up on software cos and the current situation we’re in
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Rick
Rick@biopharmacaster·
still not understanding why market is flat, it should be down 300 points at least
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