Modern Major Generalist

3.6K posts

Modern Major Generalist

Modern Major Generalist

@SawbillCap

"Fish where the fish are.. If the fishing is really lousy where you are you should probably look for another place to fish." - Charlie Munger (2020 DJCO meeting

The Great Midwest Katılım Ocak 2017
2.2K Takip Edilen942 Takipçiler
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Dalius - Special Sits
Dalius - Special Sits@InvestSpecial·
Multibagger pitch on $XPEL from @AltaFoxCapital - High quality share gainer in a secularly growing mkt - 3 years of heavy investment → earnings inflection ahead - EBIT margins set to 2x by FY28 - 100% upside on conservative EPS forecast - 250% if mgmt hits its targets
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Physics & Astronomy Zone
Physics & Astronomy Zone@zone_astronomy·
The highest quality video of the moon was just released… this is so beautiful.
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Jean Twenge (author of 10 RULES, GENERATIONS)
Today, a jury in L.A. found Meta and Google liable for the depression and anxiety of a young woman who started using Instagram at 9. In 2017, when I first connected the increase in teen depression to the rise of social media, social media companies were considered untouchable. No more. This will be the first of many trials holding social media companies to account for platforms designed to use as much time and attention as possible, a strategy that had a particularly negative impact on children and teens, including those 12 and under who weren't supposed to be using them in the first place. Hoping this will, at the very least, push social media companies to verify that their users are at least 13. 16 or 18 would be even better. npr.org/2026/03/25/nx-…
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BuccoCapital Bloke
BuccoCapital Bloke@buccocapital·
Biggest own goal of all time $FICO
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Alex Barrow
Alex Barrow@MacroOps·
1/ Druckenmiller's first mentor, Speros Drelles, would often tell him that "60 million Frenchman can't be wrong." Here's a thread on what that means and how to know when you should listen to or ignore the "Frenchman" (market)...
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Modern Major Generalist
Modern Major Generalist@SawbillCap·
@JohnHuber72 Usually a big fan of your takes, but wow every word of this is wrong. Video is hilariously bad, and MCD burgers are great and have been great (don’t tell my wife I said this)… in their own MCD way. High bar.
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John Huber
John Huber@JohnHuber72·
Gotta be honest… I didn’t think the video was that bad (a bit awkward but not terrible). And my more controversial take: the burger (for an MCD burger) actually looked like a big improvement. Low bar I know, but still…
Ted Merz@TedMerz

You may not want to hear more about the viral McDonald's video, but there is more to say. That’s because it is such a perfect embodiment of the new media versus traditional PR and such a good Harvard case study of the opportunities and risks of posting online for CEOs and companies. There are THREE big takeaways: -TIMELINES DON’T CONTROL NARRATIVES -FRAMING IS EVERYTHING -RAPID RESPONSE WINS To recap: McDonald’s CEO Chris Kempczinski posted the original video in which he famously took what looked like an unenthusiastic nibble out of the burger chain’s new Big Arch sandwich on Feb. 3. It was probably done on that date because it was exactly one month before McDonald’s planned on the actual unveiling of the new burger and companies love that kind of conventional timeline. That video sat quietly unremarked upon for THREE WEEKS! Seriously! It sat there until it was FRAMED by people on social media, including comedian Garron Noone who declared "this man does not eat McDonald's!” That brush fire started raging when @Raindropsmedia1 posted on X:  “McDonald’s CEO Chris Kempczinski goes viral after seeming reluctant to eat his own burgers—he takes a tiny bite, looks uncomfortable, and calls the food ‘product.’ “ That X post has accrued 16 million impressions. I’m assuming McDonalds felt blindsided and besieged. But as they hunkered down, they were hit by the third lesson of the new media landscape, that responding quickly matters. That was when Burger King president Tom Curtis posted a TikTok of himself taking a huge, messy bite of the revamped Whopper, a not-so-subtle trolling of McDonalds. Hard lessons, but worth learning. If you are in PR or comms, here’s a handy timeline to tape to the wall: Feb 3 — Kempczinski posts the Big Arch taste-test video to Instagram and LinkedIn. Minimal engagement; flies under the radar. Feb 26–27 — Comedian Garron Noone stitches the video on TikTok with commentary, declaring "this man does not eat McDonald's." The clip starts gaining traction on TikTok. Mar 1 — @Raindropsmedia1 posts the video on X with the framing that the CEO looked reluctant and uncomfortable eating his own food. The clip jumps from TikTok into the X/Twitter ecosystem and explodes. Mar 1 — Pile-on begins on X. @MikeBeauvais posts the Simpsons/Krusty Burger comparison. @TrungTPhan and other large accounts amplify. Mar 2 — Wall-to-wall media coverage: TMZ, Newsweek, Daily Dot, Fast Company, Adweek, Kotaku, and others all run pieces. Instagram views on the original post pass 3 million. Mar 2–3 — Burger King president Tom Curtis posts a TikTok taking a huge, messy bite of the revamped Whopper. Internet reads it as a direct troll of Kempczinski. Mar 3 — The Big Arch officially launches in U.S. McDonald's locations, arriving into a news cycle completely dominated by memes about the CEO's awkward promo rather than the burger itself.

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Modern Major Generalist
Modern Major Generalist@SawbillCap·
@SliceTransverse Even so, nice way for PGR to place "investment risk" (where they got burned in 2008) and "operating leverage" (where they are asking for trust in inching up to 3.5x premium/surplus) as risk items up there with "financial leverage." Then, they brag about unique "flexibility"!
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Aaron Regunberg
Aaron Regunberg@AaronRegunberg·
Hey look it’s Kathy Ruemmler setting up dinner dates with my old law professor Cass Sunstein, and who else…oh, just Jeffrey Epstein and Woody Allen and Peter Thiel. What a great group of guys!
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Citrini
Citrini@citrini·
JUNE 2028. The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation. What happened?​​​​​​​​​​​​​​​​ citriniresearch.com/p/2028gic
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blockgraze
blockgraze@blockgraze·
"bro have you tried clawdbot it's so insane" "a little but not much, what do you use it for" "it's crazy many you can do anything with it" "what are you doing with it" "you gotta try it" "try it for what" "don't get left behind man"
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