T100 MBA Grad

666 posts

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T100 MBA Grad

T100 MBA Grad

@T100_MBA

I sometimes buy stocks

Katılım Mayıs 2019
182 Takip Edilen84 Takipçiler
T100 MBA Grad
T100 MBA Grad@T100_MBA·
@ed_fin Being in Dubai, you can exclusively only swim when it’s >40 degrees
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Ed Finley–Richardson
Ed Finley–Richardson@ed_fin·
It’s 38° Celsius in France, and my children’s swim class was just canceled because... it’s too hot. Too hot for... swimming. Only in France. 🇫🇷 🇫🇷 🇫🇷
GIF
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Intern Pierre
Intern Pierre@internpierre·
@viviannereim lol this has been the case for awhile now (Saudi’s finally started looking at the invoices). Look into what regions they were sending consultants to KSA for certain projects
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Vivian Nereim
Vivian Nereim@viviannereim·
BCG "is facing the prospect of losing hundreds of millions of dollars in revenue as the [Saudi] sovereign wealth fund curbs spending on outside advisors and reassesses its outlays on megaprojects..." bloomberg.com/news/articles/…
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T100 MBA Grad
T100 MBA Grad@T100_MBA·
Watching the break up, and how are able Vince Vaughan and Jen Anniston able to announce a massive condo on a tour and art guide salary
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The Luxury Watch Guy
The Luxury Watch Guy@LuxuryWatchGuy1·
Newly released Rolex Yachtmaster II now hitting the secondary market. Current price - $40,000 (Stainless Steel)
The Luxury Watch Guy tweet media
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T100 MBA Grad
T100 MBA Grad@T100_MBA·
@bcantrill Term sheets by definition are non-binding. Not the end of world if they walked away.
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T100 MBA Grad
T100 MBA Grad@T100_MBA·
Don’t recall the part in Dune where one sect of Fremen attacked the sect that was friendly with Atreides
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Tintin Capital
Tintin Capital@Tintincapital·
My updated thoughts on $salik.ae if interested. (Dubai Toll Booth Monopoly)
Tintin Capital tweet media
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Serenity
Serenity@aleabitoreddit·
There was a very interesting piece on external Subscription newsletters. Someone on Reddit spent $9,600/year on the top 23 authors and compared their returns: Since the start of the year: Michael Burry: 24 calls (eg. $PLTR) - 60d avg return -11.1% for $415/Year, they lost -11% over the past 2 months. Top Authors by 60d Avg Return: 1. Global Tech Research: +26.7% (50 calls) 2. SemiAnalysis: +16.7% (80 calls) 3. Fabricated Knowledge: +14.2% (50 calls) 4. Altay Capital: +13.7% (15 calls) 5. Doomberg: +12.6% (79 calls) 6. Paulo Macro: +12.1% (21 calls) 7. Macro Charts: +11.1% (72 calls) 8. The Setup Factory: +10.8% (285 calls) 9. The Overshoot: +9.6% (24 calls) 10. TicToc Trading: +8.9% (180 calls) The other 12 were performed worst. And at the very bottom: Michael J Burry: -11.1% (24 calls) for $415/year. Moral of the story: There's genuine analysis out there from places like SemiAnalysis. But maybe don't pay hundreds of dollars for others, just to vastly underperform. Most of the authors I've been tracking on X have strongly beat any subscription sellers. A lot of the alpha is free on X.
Serenity tweet media
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T100 MBA Grad
T100 MBA Grad@T100_MBA·
So basically, everything is a zero. Massively deflationary. Hold cash
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T100 MBA Grad
T100 MBA Grad@T100_MBA·
$META $GOOG are also zeroes because if everyone is jobless, who’s going to pay for the CAC. $UBER $DASH are also zeroes because people vibe code their own apps, and agents distribute them
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T100 MBA Grad
T100 MBA Grad@T100_MBA·
AI fintwit sentiment update of last week: OpenAI is a zero, because they fumbled the bag to Anthropic, but Anthropic is also a zero because OAI hired the agentic dude But $ORCL is also a zero, because who’s going to pay for the massive capacity
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François Chollet
François Chollet@fchollet·
Folks at Anthropic can correct me if I'm wrong, but I believe Anthropic uses Slack, Zoom, Figma, Notion, Workday, and Google Workspace. Correct?
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