@TheDebtReaper
816 posts
Oh you have 75% GM's?
Now give me your GAAP opex, yes SBC is a real expense.
Why'd you go quiet all of a sudden? $IGV
The Icahnist@TheIcahnist
The fundamentals haven't broken down: - Software companies grew revenue at 17% last year. - The rest of the S&P 500 grew at 6%. - Gross margins: 74% vs. 43%. And 80-95% of next year's revenue is already under contract today.
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@LeveragedFun @insolventXBT @Crussian17 Ummmm they literally throw sports betting in ur face before you can even get to your portfolio
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@insolventXBT @Crussian17 how is Robinhood a gambling app? its just like any other trading app. why dont we ban stock trading while we are at it? its addictive too judging by my feed
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There’s no way a judge keeps the addictive verdict on $meta, if they do that then Robinhood is addictive and mobile games and everything else in life is addictive
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@sapiensdiary @drapersgulld @buccocapital Been using it for 4 years now. I’ve also used Bloomberg and alpha sense—so it would be easy for me to move over to another one. Few switching costs. I also hate the factset platform
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@TheDebtReaper @drapersgulld @buccocapital Yeah I hear ya on the long tail of on prem clients, although I think that transition will happen / is beginning to happen much faster now with AI. Are you pretty familiar with Factset btw? Curious why you think it's an easy rip-and-replace.
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I would be so so so curious to meet the guy willing to put his career on the line by ripping out SAP to replace it with Claude
I would also like to know if this is a public company so I can short it
diego77@diego77du
Cleveland research report....Anthropic is emerging as a competitive threat for SAP and enterprise apps more broadly. See potential for our signings growth to flatten out as a result. Our clients are closely evaluating Anthropic as we speak and reconsidering their 9-figure SAP investment.
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@DaytonMBB What the fuck is Grant doing? He just pulled the players off the fucking court?
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@s_kristoph88181 @CernunnosCap @j_fishback @TuckerCarlson Your inability to understand nuance or concede that you’re wrong is making this a stupid conversation to have. Waste of my time. We SHOULD kick out illegals and cut legal immigration by say 75%. Newsflash, international students are like 5% of all immigration and they are great
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@TheDebtReaper @CernunnosCap @j_fishback @TuckerCarlson Does that change what I said? You’re just retarded it seems. I also don’t believe that to be true, considering Hispanics are counted into the white category. Regardless, Indians would destroy our country like you see in the video. If they’re so dandy, MOVE THERE.
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I revealed to @TuckerCarlson what my first Executive Order will be:
I will raise tuition for foreign students to $1 Million Dollars.
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@s_kristoph88181 @CernunnosCap @j_fishback @TuckerCarlson No…do I need to spell it out for you? It isn’t Indiana or Asians. It also isn’t international students
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@TheDebtReaper @CernunnosCap @j_fishback @TuckerCarlson Hey buddy, why do you think that is? Third worlders and POC are in control!😹 you’re almost on board with me, you’re so close!
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@s_kristoph88181 @CernunnosCap @j_fishback @TuckerCarlson Ur just retarted. The crime rate for Indians and Asians lower than whites btw.
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@CernunnosCap @TheDebtReaper @j_fishback @TuckerCarlson Yeah, 70% of homeless are POC. Drugs come from POC as well. Almost all things in our society are solved from them not here. You’re getting close. SO close. If you think that’s all they’ll be doing you’re delusional. One of the most willfully ignorant people I’ve seen on here.
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@s_kristoph88181 @CernunnosCap @j_fishback @TuckerCarlson Hey buddy, have you ever ventured into an inner city? They are shit holes already
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@NicoperJES Makes sense. Ya I’d say in the last couple years it’s become a lot less of a SBC / low cash flow offender. Trades I wanna say in the low teens on a NTM EBITDA (including SBC as a real cost) basis
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@TheDebtReaper I was always comparing it to operating cash flow. It's been a while since I looked at them, it could be that they have changed.
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AI will not disrupt VMS in a negative way. I will spare no additional thoughts on this for next few months or years hopefully. The last drop was me spending several nights in understanding how increased efficiency of diesel engines impacted profitability of trucking industry. 🍀
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@sapiensdiary @drapersgulld @buccocapital Yes. Not even in the same fricken realm. Most SAP customers are still using on premise versions from the early 2010’s because they don’t want to upgrade to SAP cloud (it’s that disruptive).
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@TheDebtReaper @drapersgulld @buccocapital you're saying SAP is that much stickier than factset? hmmm....
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@hashtagutd @SpencerOwen Damage is done. Everyone needs to read the comments in his last post. He is an arrogant and condescending asshole. Don't watch this team--it will make him money.
Read his posts today. Lots of demeaning comments like this:
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𝐓𝐇𝐈𝐒 𝐈𝐒 𝐍𝐎𝐓 𝐀 𝐑𝐄𝐋𝐄𝐆𝐀𝐓𝐈𝐎𝐍.
𝐈𝐓’𝐒 𝐀 𝐑𝐄𝐕𝐎𝐋𝐔𝐓𝐈𝐎𝐍.
Please read the following statement from our founder @SpencerOwen 👇
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@SpencerOwen @hashtagutd Damage is done. Everyone needs to read the comments in his last post. He is an arrogant and condescending asshole. Don't watch this team--it will make him money.
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Send over any questions. We will be doing a full sit-down in-length chat about this asap and I'll answer as many as possible.
The next chapter starts now.
@hashtagutd 💛💙
Hashtag United@hashtagutd
𝐓𝐇𝐈𝐒 𝐈𝐒 𝐍𝐎𝐓 𝐀 𝐑𝐄𝐋𝐄𝐆𝐀𝐓𝐈𝐎𝐍. 𝐈𝐓’𝐒 𝐀 𝐑𝐄𝐕𝐎𝐋𝐔𝐓𝐈𝐎𝐍. Please read the following statement from our founder @SpencerOwen 👇
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The fairy tale coming to an end for Hashtag, as they request relegation regardless of finishing position. Rumours turning out to be true!
The Pitching In Isthmian League@IsthmianLeague
Statement: Hashtag United ℹ️ 📰: shorturl.at/ygTxZ
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@Investmentideen Interesting. Any insight / tips you can give on building a good website with Claude? Thanks!
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Yes—everything. Easily.
I’m paying Claude to design the website and handle the work I used to do manually. This isn’t about saving $5/month. I’m saving a massive amount of time and ended up with a much faster, better-functioning website. Every feature I needed was built directly by Claude.
I used Wix for years because it was easy. But I also struggled for years to build a truly high-converting site—it always took too much effort and too much time.
Now I simply don’t need Wix anymore.
After today, I genuinely believe Wix is dead.
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$WIX is officially dead.
Just redesigned an entire website, hosted it on Cloudflare, and integrated a form that announces submissions via Telegram–all done by Agentic AI in under 24 hours.
Cancelling my WIX subscription next week.
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@SpencerOwen @MrsChalkyChips @jamesblack1986 @Tony_Stratton_ @hashtagutd “Thanks for your ongoing support”
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@TheDebtReaper retweetledi
@SpencerOwen @MrsChalkyChips @jamesblack1986 @Tony_Stratton_ @hashtagutd God you are such an arrogant prick. Why can’t you just say “sorry about how this went down, our hands were tied, you will hear from us soon. Sorry again”
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Staement from @hashtagutd will be out imminently explaining the news.
What seems unusual now will all become clear in time.
Change is uncomfortable, but that's doesn't mean it's bad. Up the tags.
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@SpencerOwen @hashtagutd Why are you replying to the fans, who drive money into the club, in such a disrespectful way you POS.
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@TwinKrypto @buccocapital How much did they save by doing this in terms of dollars?
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Horrendous use of dev time? the client is literally saving hours every day since we rolled it out
everything that was scattered across docs, spreadsheets, and different apps is now in one place
maintenance has been minimal and all updates have been new features the client has requested because it's working so well
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