Ncik Nerneth (Msiqiroad Assast)
59 posts



@RPKent @JackFarley96 Anything that needs 15% CAGR to work is suspect
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Many private credit-backed software companies have been "one-shotted" by AI... credit recoveries (the amount lenders recover post default) in software will be VERY LOW, argues @NickNemo17
Full interview:
Apple🔊shorturl.at/S61zi
Spotify📽️shorturl.at/JBeyS
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@geswolfcrest For how high quality and how well it’s going -40% is a flush. Ppl were pumping it at $420
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Activated closing bell live. AI, Insurance, $GRPN youtube.com/live/n8ZgsIBad… via @YouTube

YouTube
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“Idiosyncratic risk in seven flavors”
It’s called “alpha” when it works…
Nick Nemeth (Mispriced Assets)@NickNemo17
Fintwit: 🤢 Me invested in a deal app, a toy maker, vulnerability management, Chinese streaming, Kazakh fintech, African payments, and a coal miner:
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