H.E. Pennypacker🎗️

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H.E. Pennypacker🎗️

H.E. Pennypacker🎗️

@RehypothecateAG

Living the first rule of FinTwit: You are never wrong, the markets are wrong. Posts are not investment advice.

Margin of Safety Katılım Kasım 2022
107 Takip Edilen43 Takipçiler
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Alice Smith
Alice Smith@TheAliceSmith·
Capitalism isn’t about money. It’s about liberty, progress and personal responsibility.
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Nic Cruz Patane
Nic Cruz Patane@niccruzpatane·
A Tesla will ruin every other car you’ve ever owned.
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🏴‍☠️@calvinfroedge·
All the whiny fags on $wrlg.v pissing on the grave of something that's at 5x 2026 earnings based on guidance with less than half of total ramp up complete It's a relatively large resource in a tier 1 jurisdiction where fuel isn't a concern Stop being impatient babies
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Latest in Cosmos
Latest in Cosmos@latestincosmos·
"When your education limits your imagination, it is called indoctrination." - Nikola Tesla
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H.E. Pennypacker🎗️@RehypothecateAG·
@SawyerMerritt Sue Oklahoma please. Can’t lease a Tesla, Tesla insurance is unavailable, can’t have Tesla solar panels installed by Tesla (have to use 3rd party). State laws need modernizing badly.
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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
Tesla is suing the state of North Dakota because the state won't allow the company to open any showrooms/service centers and sell direct to consumers. North Dakota law prohibits vehicle manufacturers from owning car dealerships and requires them to sell their products to franchised dealerships for resale to consumers. “Tesla just wants to be able to sell its vehicles in North Dakota, and not force customers who would wish to purchase a Tesla vehicle to have to drive to Minnesota or another state to do it,” said Ari Holtzblatt, one of Tesla’s attorneys in the case. Tesla is asking the court to declare the company does not fall within the definition of manufacturer contained in state law. The term is defined as a person who assembles or imports a motor vehicle and sells it to dealers in the state for resale. It's wild that in 2026, we still have U.S. states that won't allow direct vehicle sales to consumers. It hurts consumers and reduces choice.
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H.E. Pennypacker🎗️
H.E. Pennypacker🎗️@RehypothecateAG·
@truthtom Similar story. I ran a Oilfield Service Company, left the industry six years ago and bought my first Tesla, a Model 3P. 2 years later got a Model X, and ordered a Cybertruck a couple of weeks ago. Best vehicles on earth.
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TruthTom
TruthTom@TruthTom·
I love the conversations I have at Tesla Superchargers. Met a man who's entire career was in the Oil Industry. The day he retired 5 years ago he bought a Model S. Today he's driving a Cybertruk
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Adam | Faithful Messenger
Adam | Faithful Messenger@Adam_FaithfulM·
In 1986, the American Medical Association published an article titled "The Physical Death of Jesus Christ". It details the entire process of Jesus' trial to His death on the cross. In Luke 22, before Jesus is arrested, it is written that He was in great distress & sweating blood. Although rare, it is recognized as Hematidrosis, a condition caused by high levels of stress. At the time, the crucifixion was considered the worst death for the worst of criminals. But this is not all Jesus faced. He endured whipping so severe that it tore the flesh from His body. He was beaten so horribly that His face was torn & His beard ripped. A crown of thorns, 2-3 inches long cut deeply into His scalp. The leather whip used to flog Him had tiny iron balls & sharp bones. The balls caused internal injuries while the sharp bones ripped open His flesh. His skeletal muscles, veins, & bowels are exposed, causing major blood loss. Most men do not survive this kind of torture. After Jesus was severely flogged, He was forced to carry His cross while people mocked & spat on Him. Crucifixion was a process meant to instill excruciating pain, creating a slow & agonizing death. Nails as long as 8 inches were driven into Jesus' wrists & feet. The Roman soldiers knew the tendons in the wrists would tear & break, forcing Jesus to use His back muscles to support Himself to breathe. Imagine the struggle, the pain, the courage...Jesus endured this reality for 3 hours! The Gospel of John writes that after Jesus' death, a Roman soldier pierced His side with a spear & blood & water came out. Scientists explain that from hypovolemic shock, the rapid heart rate causes fluid to gather in the sack around the lungs & heart. The accumulation of fluid in the membrane around the heart is called a Pericardial effusion & the lungs is called a pleural effusion. To the world, Christianity is as foolish as it can get. They believe it's for the weak. But when you are confronted by the reality of the cross, it's clearly not a pretty sight. It is brutal & horrific. This is the weight Jesus carried. The weight of the sins of the world, all so that we can live. God's wrath is fully satisfied in Jesus. This is what it took. Repent & believe! Jesus is “God among us” in the flesh. Jesus is our Savior. Jesus loves you so much that He went through this spiritual and physical punishment for your sins and mine. Jesus is the LORD, Almighty God, Everlasting Father. Thank You, Jesus.
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Prof. Feynman
Prof. Feynman@ProfFeynman·
The fun part of knowledge is realizing how much you were wrong.
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Daniel Lacalle
Daniel Lacalle@dlacalle_IA·
The problem of America is not with Musk, Bezos, or Zuckerberg. Tesla, Amazon, and Meta employees have excellent salaries and bonuses. The problem is that Bernie Sanders is empirically rich and part of the 1% richest, yet he creates zero jobs, wealth, or prosperity. politico.com/magazine/story…
Sen. Bernie Sanders@SenSanders

While millions of families struggle to put food on the table Elon Musk, Jeff Bezos & Mark Zuckerberg own more wealth than the bottom HALF of Americans. That’s what oligarchy is about. That’s what a rigged economy is about. Is it any wonder that people in this country are angry?

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Cassandra Unchained
Cassandra Unchained@michaeljburry·
Every company listed below has suspicious revenue recognition. The actual chart with ALL the give-and-take deals would be unreadable. The future will regard this a picture of fraud, not a flywheel. True end demand is ridiculously small. Almost all customers are funded by their dealers. If you can name OpenAI's auditor in 1 hour you win some pride.
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zerohedge
zerohedge@zerohedge·
Fifty-Year Mortgages Better Than Renting, BofA Says Translation: BofA makes a killing on a 50 year mortgage, makes nothing on renting
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H.E. Pennypacker🎗️
H.E. Pennypacker🎗️@RehypothecateAG·
Just toured @NighthawkCustom with my wife—impressed with the people as much as the product! World-class gunsmiths crafting the finest American-made pistols, and living out their culture of unashamedly sharing the love of Jesus Christ. Highly recommend seeing their process first hand. 🇺🇸🔥
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zerohedge
zerohedge@zerohedge·
*HASSETT: 50-YEAR MORTGAGE COULD MAKE IT EASIER TO GET A HOME so would building 10 million extra homes, or not giving home loans to illegals
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Cassandra Unchained
Cassandra Unchained@michaeljburry·
Understating depreciation by extending useful life of assets artificially boosts earnings -one of the more common frauds of the modern era. Massively ramping capex through purchase of Nvidia chips/servers on a 2-3 yr product cycle should not result in the extension of useful lives of compute equipment. Yet this is exactly what all the hyperscalers have done. By my estimates they will understate depreciation by $176 billion 2026-2028. By 2028, ORCL will overstate earnings 26.9%, META by 20.8%, etc. But it gets worse. More detail coming November 25th. Stay tuned.
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Jason DeBolt ⚡️
Jason DeBolt ⚡️@jasondebolt·
Moral outrage is, more often than not, envy and jealousy in disguise, especially when directed at successful people. Nobody is envious of takers, only the makers.
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Aaron Regunberg
Aaron Regunberg@AaronRegunberg·
This sociopath is literally saying, "Yeah, I'm making billions building up a bubble, but that's okay, because when it bursts, the American taxpayers will bail me out, so I can keep making more billions." Hard to even find words for the depravity of these MFers.
More Perfect Union@MorePerfectUS

In a new podcast Sam Altman says: " When something gets sufficiently huge ... the federal government is kind of the insurer of last resort, as we've seen in various financial crises ... given the magnitude of what I expect AI's economic impact to look like, I do think the government ends up as the insurer of last resort."

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