wmv
514 posts
@BoringBiz_ PSH underperforms the SPY by triple digits in the past 10 years.
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Literally just public information, by the way
Net returns since inception after fees
PSH: +2503%
S&P 500: +854%
x.com/NateSilver538/…
Nate Silver@NateSilver538
What evidence is there that it works? Ackman is a nepo baby, and I'd expect him to underperform index funds absent inside information and possibly even *with* inside information given how much of a tool he is.
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@WMangan1190 @s8mb I don’t disagree with you there, but the idea that Labour will get rid of FPTP is for the birds. Not sure why you consider this to be nitpicking - it is borne out in history time and time again
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If Burnham wins, he’ll treat it as a mandate to do whatever terrible leftist policies he wants (nationwide rent controls, wealth tax, exit tax, ultra-high CGT). This could be quite bad.
If he loses, Rayner or Miliband will become PM instead as obvious second-best choices, wounded and weak from day one and with no claim to a mandate. They are also clearly less electorally appealling. Reform winning in Makerfield therefore seems very desireable, and a lot of economic growth may be at stake.
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I think a really good way to think this through is at what's price is $ASML too rich vs these names and I'm not sure after tax the swap makes sense. $ASML is your quality garp compounder with no biz risk so you should be familiar with that hurdle.
TheLAPurchaser@TheLAPurchaser
What multiple are we going to send non-AI names to? Genuine question: what's the multiple or the price you would sell a bit of AI to buy any of the below... $V $MA $SPOT $META $NFLX $WM $VRSK $DHR $TMO $FICO $MCO $VMC $KKR $BX $ISRG $MDLN
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@HighyieldHarry It is getting increasingly like paying 2 and 20 for a worse qqq
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I like how Bill Ackman's whole thing now is just buying Mag 7 names that have traded off.
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Why do this ridiculous argument that doctors should be indentured persist, and the figures are also extremely silly
Irish Times Opinion@IrishTimesOpEd
Sinéad O'Sullivan: People in Ireland want to know where our money goes. The answer is depressing irishtimes.com/opinion/2026/0…
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@WMangan1190 I would assume it's because CNBC (just like the US govenrment) is controlled by pro Zionists genocide supporters.
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$V $MA
Don't like genocide?
Not allowed to use the networks.
Johann Spischak@SDGMasterglass
ICC Judge Nicolas Guillou @nicopaulmichel has revealed that he is currently unable to use his bank cards even on European soil. The reason? He is one of the judges who issued an arrest warrant for Israeli Prime Minister Benjamin Netanyahu, leading the United States to slap him
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@nsdalal @ContrarianCurse Argument against that the business mix is more vulnerable to ai
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Lots of these big name fund managers squatted on $MCO and the likes at 45-50x earnings cause of "business quality"
Yea but at that price you essentially are just holding a pile of duration and rates went from 0 to 4.5%
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I'd love to speak to 7% whose biggest concern or second biggest concern is the rise of the far right. I feel like they are watching too many grifters
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@marwood_lennox And probably no one admitting that they ever supported him in 10 years also
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Really striking how much this is becoming like W's second term (aka "I TOLD YOU SO").
InteractivePolls@IAPolls2022
REUTERS/IPSOS - Trump Approval Approve: 34% (-2) Disapprove: 64% (+2) — Trump's lowest second term approval Was net -14 in Oct. vs -30 now —— Trump's approval on handling cost of living Approve: 22% (-2) ← record low Disapprove: 69% (+2) 4/24-27 | 1,269 A
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@phl43 @fitzr1189 Just looked at this and I find it sort of insane that the odds of this have gone down since the start of the war
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@phl43 @fitzr1189 Sorta wondering what the odds on kalshi etc of trump not finishing his terms, eg. the price of energy goes so high that there is a critical mass against him
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This circus is going to last for weeks if not months. We are cooked.
Faytuks News@Faytuks
BREAKING: President Trump tells Fox News that he has unilaterally cancelled Witkoff and Kushner’s trip to Pakistan to meet with the Iranians.
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@fitzr1189 I do think the first one is nicer, and a lot of modern architecture can be very sterile, but i hate that culture these days is so retrospective and cant imagine that anything new will ever be good
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Does everyone agree the first is better ? I really think people overrate the Georgian/Edwardian/not sure which monoculture.
Barra Best@barrabest
@philipnolan1 Look at how Belfast once looked, and what we needed up with..
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@PeteFarrell14 I mean it's both true that they are taking the piss, but you'd probably forget the price pretty easily provided you had the craic
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Is my brain fried or is 500 quid not bad for a Ryder Cup ticket?
Once every 20 year event here
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