ZIC

8.3K posts

ZIC

ZIC

@Z_ICC

Don't mind me, I'm just a spectator.

nowhere Katılım Haziran 2009
3.6K Takip Edilen352 Takipçiler
ZIC
ZIC@Z_ICC·
@aakashgupta So what? He made bank and you are twitter-finger-detectiving. A few million in a fine. Big whoop.
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Aakash Gupta
Aakash Gupta@aakashgupta·
The NYT just profiled Medvi as the AI success story of the decade. $1.8B in projected revenue, 2 employees, Sam Altman's prediction made real. Here's what the NYT didn't lead with. Medvi received FDA Warning Letter #721455 in February 2026 for misbranding violations. Their clinician network OpenLoop suffered a data breach in January 2026 that exposed 1.6 million patient records. Futurism reported they used AI-generated deepfake before-and-after photos in their marketing. A class action lawsuit was filed in Delaware in November 2025. And now they're running 800+ fake doctor accounts on Facebook to sell compounded GLP-1s. The company holds no proprietary technology, no licensed physician network, no pharmacy infrastructure. It outsources every regulated function to CareValidate and OpenLoop while keeping the customer relationship, checkout flow, and ad spend. The entire business is a marketing layer on top of rented infrastructure, and the marketing itself is built on fabricated medical credentials. Hims did $2.4B in revenue last year with 2,442 employees and a 5.5% net margin. Medvi claims 16.2% net margin with 2 people. The margin difference tells you where the compliance spending went. The AI built the website. The AI runs customer service. The AI generated the deepfake before-and-afters. And now 800+ fake doctor accounts are running paid ads on Facebook. The entire company is an AI-powered fraud machine that happens to also sell real drugs.
Sheel Mohnot@pitdesi

They made facebook accounts for 800+ fake doctors (I had Claude verify, none of them are actually doctors, especially not "Dr. Tuckr Carlzyn MD") to advertise on Facebook. This is extremely illegal, just takes FTC to notice it and it'll be hard for them to advertise on FB

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Aurelius
Aurelius@PrincipatusCap·
Real estate topped early 2022, seen a -30% peak to trough decline across Southern Ontario since then. Aboriginal land claims getting serious hearings in Canadian courts introducing risk to fee simple title ownership. See recent BC court decisions. Net negative population growth started last quarter with drop in immigration.
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Aurelius
Aurelius@PrincipatusCap·
@jacob__titus Brother don't buy on the Canadian side, you have no idea what's going on up here.
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Anthony DiGiorgio, DO, MHA
Finished our taxes and came to a realization: In a two-physician household, one spouse's income is entirely confiscated by the government.
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Bruce Fenton
Bruce Fenton@brucefenton·
I’m a Republican. I supported Trump. I raised money for him, I voted for him. I donated $60,000 to his campaign. Trump lied. He rugpulled us all. I didn’t vote for Lindsey Graham / America Second policies. You can disagree with me if you want. It’s your right to be fooled. But if you say I have “TDS” or am a “liberal” you need a new argument. There are millions of conservatives and members of the now torched “broad coalition” just like me. The only ones left supporting him are MAGA always Trumpers who place the man above the policies and our country.
Bruce Fenton tweet media
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NYCfinatic101
NYCfinatic101@yankeefina87656·
@Investor_NICK_ Miami is the prostitution capital of the world and that is what you see. Prostitution. Also, the miami guys you describe above have no game at all. That’s what I have seen. They need to pay for it.
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Investor_NICK
Investor_NICK@Investor_NICK_·
Every table is literally rich boomers in their 50s and 60s and bunch of super young Gen Z girls … man Miami is such a brutal city if you’re a young guy tbh. You don’t see this in Minneapolis.
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ZIC
ZIC@Z_ICC·
@jiggyjayy2 As long as he makes over $150k right?
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Taurus Groove
Taurus Groove@jiggyjayy2·
Men really over play their career hand when it comes to desirability
Blaine Anderson@datingbyblaine

Why is matchmaking expensive? To illustrate, here’s how I’ll lose money on a client’s $49,000 package. Client is 46, 6’2, exited tech founder. He’s looking for a woman 27-33, very specific criteria around match personality, appearance, and profession. Without diving into specifics, she: • Isn’t easily searchable online... • Isn’t likely to reply when we find her… • Isn’t likely to be single… • Often has a deal-breaker trait we can’t screen for without a phone call… • Isn’t necessarily interested in my client… I was expecting this to be a difficult search, so I quoted $49,000. I wasn’t expecting ~100 hours of labor to find each match, not including communication with the client! To date I’ve spent $45,000 on salaries for the women staffed on his search, plus $2,750 on styling and photos, and we still owe the client 2 matches... Before considering overhead (let alone opportunity cost) this will be a huge L financially. Things balance out though. Most engagements are profitable. Some engagements are quite profitable. For example, a new client in NYC paid $30,000 and paused after his first match, because he’s 99% sure we found his wife. That's still a new relationship, and engagements last 9 months (6 months of active matching + up to 3 months of pause), so we could be on the hook for more work in coming months. But you get the point 🙏

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Marc Porter Magee 🎓
Marc Porter Magee 🎓@marcportermagee·
NYT: “Why College Graduates Feel Betrayed”
Marc Porter Magee 🎓 tweet mediaMarc Porter Magee 🎓 tweet media
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Greg Jaffe
Greg Jaffe@GregJaffe·
Over the objections of top Army leaders Hegseth has removed 2 Black and 2 female officers from one-star promotion list. nytimes.com/2026/03/27/us/…
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philip lewis
philip lewis@Phil_Lewis_·
Going to an HBCU might be better for Black students’ health, according to a recent study ‘At age 62, Black adults who had attended an HBCU had better memory and cognitive function than those who attended a PWI’ theguardian.com/us-news/2026/m…
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ZIC
ZIC@Z_ICC·
@LionPhlox @1stclassclips But you are super okay with his dropping the “n-word” and saying that diversity is hell?
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LionPhlox ✞ 🇺🇸
LionPhlox ✞ 🇺🇸@LionPhlox·
This is where Nick loses me sometimes. He says he loves Jesus Christ and is a Christian, then blasts a man for displaying the same kind of love and forgiveness that Jesus pleaded for his followers to show when he was here. Can’t have it both ways, can’t claim to follow Jesus but pick and choose what to follow.
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1stclassclips
1stclassclips@1stclassclips·
"Women sleep with 500 football players, go crazy, get BPD, get a therapist, she's on antidepressants, is a raging bitch, and then she discovers the Lord and finds a numb nuts beta male porn addict who says 'oh you're beautiful'" 💀
Trevor Sheatz@TrevorSheatz

My wife was formerly promiscuous. I was a virgin. She was then radically born-again. Committed to church, evangelized constantly, Puritan books in her bedroom, prayer journals, grief over past sexual sin, etc. We got to know each other well for over a year, dated for four months, engaged for two and a half, and didn't sin sexually with one another. Our first kiss with each other was at the altar on our wedding day (reaction pic attached!). We've been married for over five years now, and she's been the most wonderful and godly wife, mother to our three children, and homemaker you could imagine. She's more pure than most virgins, as biblical purity has less to with past sins (though they certainly matter) and more to do with one's current posture of the heart and daily decisions to honor the Lord (Matt. 5:8). We're far too quick to forget the story of the woman labeled as a known "sinner" (likely a prostitute) in Luke 7:36-50 who was washing Jesus' feet with her tears while kissing them too. The Pharisees were shocked that Jesus let a public sinner do this. Jesus responded with a parable about debts being forgiven and ended with this powerful conclusion: "Her many sins have been forgiven; that’s why she loved much. But the one who is forgiven little, loves little" (Luke 7:47). Everyone seems to highlight the benefits of virginity, and it certainly is a blessing. But we forget to highlight the benefits of being forgiven much as well. My wife knows the depths of Jesus' forgiveness more than most people, enabling her to more easily live out a life of passionate love for her Savior. A woman or man's past sexual sin matters. But what matters far more when it comes to deciding who to marry is if the person is truly born again, if their repentance is real, if they truly have a heart for Christ, if they truly follow Jesus and obey his commands. "God has chosen what is foolish in the world to shame the wise, and God has chosen what is weak in the world to shame the strong. God has chosen what is insignificant and despised in the world ​— ​what is viewed as nothing ​— ​to bring to nothing what is viewed as something, so that no one may boast in his presence. It is from him that you are in Christ Jesus, who became wisdom from God for us ​— ​our righteousness, sanctification, and redemption, — in order that, as it is written: 'Let the one who boasts, boast in the Lord.'" (1 Cor. 1:27-31) "Therefore, if anyone is in Christ, he is a new creation; the old has passed away, and see, the new has come!" (2 Cor. 5:17)

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Robbie Hendricks
Robbie Hendricks@robbiehendricks·
Had a meeting this week with a legend in multifamily. 10,000+ doors 96% occupancy Ridiculously low LTVs Sub-4% debt on 7-10 year loans. Iron clad. The calm in this man's energy, my heavens. Just completely settled, confident. Here are 10 nuggets from the meeting: 1) First, you've never heard of this man. He's not on social media. Doesn't wear a watch. Isn't a guru. Just a guy that's been buying property forever and operates it. If you saw him walking down the street, you'd think he was a cool suburban dad. 2) Portfolio is at 96% in a soft market. How? They keep rents low. As @resetbasis always says, rent is the ultimate competitive advantage. As such, they get 70% renewals and sub-1% delinquency. 3) They selectively sell older assets that will need substantial capex and 1031. Since few good A- or B class deals are trading, they are simply 1031'ing into new development they are doing themselves. He said he still cannot believe the prices people are paying for older product. Doesn't even underwrite the deals that come in from several local brokers. 4) Re: New construction, they are getting the units built for ridiculously low costs ($160k/door all-in). How? They're not trying to build resort-style product with granite countertops and yoga studios. It's "approachable A class", which for all intents and purposes is B class. Again, rents below market. They'll lease up in no time. Set it and forget it. 5) Said much of his career has been sitting on his hands doing nothing. Deals need to hit 10% cash on cash at stabilization and grow from there or they don't move (He said: Why would you invest in multifamily for 6% cash flow when you can buy the S&P?). They plan to hold indefinitely and return capital as the market allows. 6) Sees no real opportunities in primary and secondary markets. Tertiary, though, he is seeing a small window opening. Not nearly as much supply (and in some regions, zero new supply), still can have favorable demand drivers/employers. 7) We asked what he'd do in our shoes at 2000 units if we want to build a business that stands the test of time like his. He basically said: keep doing what you're doing, never betray conservative criteria, never get cute with debt, treat residents excellently, and stay out of the press. 8) Real Talk: He politely scolded us for making no money on property management (we don't). He said with our track record we deserve to get paid for working long days managing the assets ourselves with excellence, particularly if we are exceeding pro forma. 9) He resonated with our deal structure (straight split w/no AM fee), and mentioned that is how they have structured their deals for 30+ years. They only partner with a very small list of high net worth LPs that have grown with them since humble beginnings. Obviously their track record is immaculate. 10) Decorum: He printed out my email exchanges with carefully thought out answers to my questions handwritten in the margins. He took notes when I was speaking the entire time. Not a whiff of ego. Genuinely was trying to get to know us, share his experience, and connect. Offered to be a sounding board for us going forward. Extremely generous. It's humbling to talk with someone who has seen and navigated it all. Operated through the GFC. Kept clean, stayed discipined, didn't rush. Flew under the radar. Built something that will live forever.
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Michael Girdley
Michael Girdley@girdley·
Top 1% Companies have board materials distributed on time. Well-prepared and free of typos. They follow a consistent template used at each meeting.
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Michael Girdley
Michael Girdley@girdley·
Top 1% Companies have financials mostly “up and to the right.” High-performing companies are profitable+growing. And good at predicting it with a solid budgeting process.
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Michael Girdley
Michael Girdley@girdley·
Top 1% Companies have audited annual financials. Also, they promptly close their books each month+quarter. The CFO can answer reasonable questions on the spot. (And the CEO can do the same.)
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Clint Fiore 🦬 DM for Biz Deals
Another CPA firm (<5M EBITDA) just got an IOI at 12X. 80% cash at close. Twitter still in disbelief. They didn't believe me last time when one sold at 10X and won't believe it again this time at 12X. Meanwhile, if you have a firm that's dialed in and doing 7-figures of EBITDA, let me know if you want to sell! I know who is paying.
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ZIC
ZIC@Z_ICC·
@JustAFamilyMan_ Elbow deep in baby showers and ain’t seen a wedding in nearly three generations….
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