andy
2.7K posts


@Posledniskaut V noci jsme řešili srozumitelnost textu při sborovém zpěvu a pouštěli si verzi Kde domov můj ve dvou slokách. Bylo tomu rozumět.
Toto si již podruhé pouštím a v druhé sloce se zpěv brutálně pere s orchestrem a je z toho nesrozumitelná změť. Tady tu úpravu fakt někdo podělal.
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@Patrick67327817 @islebedarn @RogerJStoneJr The current trend in the US of demolishing trust and promises that were build for a century within few years is spectacular to watch. Would be funny if it wasnt frightening at the same time.
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@islebedarn @RogerJStoneJr Oh really? So you’re saying it’s OK for the US to ignore and openly violate its signed treaties? At what moment did your brain tell you “yeah, that’s a good plan” ?
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@Marek28041 @petrbig @gl_sk Takze on sice pravdu ma, ale ironicky ta pravda od neho je ako pluvanec do tvare volicom sucasnej opozicie… on to tu mal zmenit, miesto toho, to tu este viac dokurvil a poskytol platformu tomu co je teraz
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@Marek28041 @petrbig @gl_sk Je to asi najhorsi koalicny politik, akeho si viete predstavit. Jeho problem je, ze aj v koalicii je to vpodstate opozicny politik. Neponuka konstruktivne riesenia, ma pravdepodobne narcisticku poruchu, cize sa s nim neda ani vychadzat. Jeho vlada sa rozpadla na jeho povahe

@amurosi @mech20jc @Posledniskaut Ta nahravka je este z predoslej vlady. Prosim nezabudajte, ze z celkoveho poctu Slovenskych obyvatelov volilo Smer len 15%. Je tu kopec aj inych volicov. Asi tak ako u vas nevolia vsetci len Babisa

@mech20jc @Posledniskaut Ono by to melo spis zajimat Slovaky, nez svetove politiky…..

Příbuzné policistů okolo Jána Čurilly zveřejnily na YouTube kompletní nahrávky z myslivecké chaty v Čifárech.
Záznamy ze skryté kamery zobrazují setkání lídrů Smeru Roberta Fica a Roberta Kaliňáka, advokáta a poradce premiéra Marka Pary, šéfa SIS Pavla Gašpara a Miroslava Bödöra.
domov.sme.sk/c/23428602/fic…
youtube.com/watch?v=CNZBxZ…

YouTube

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@kbjzbtnk @ZakRadim @jietienming Ja sa nehadam, len tvrdim, ze ak by ste nas obsadili a vyhral by u vas babis, tak je to ako z kaluze pod odkvap.

@ZakRadim @jietienming Moze byt. Ale ten Fico bol tiez proeuropsky kym z toho nieco tieklo. Obaja su to oportunisticki populisti… nepodcenoval by som ani Babisa. Vy mate lepsiu poziciu v tom, ze celkovy sentiment naroda je daleko viac protirusky ako u nas…

@andy_svk93 @jietienming Nemyslím si ... Babiš je menší zlo než Fico, takhle daleko nezajde. Když nám vládl naposledy, tak jezdil mnohonásobně častěji po západní Evropě než aby se cpal do Číny nebo do Ruska - to byla Zemanova parketa. On má i obchodní zájmy více na západě.
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@ZakRadim @jietienming Haha ked vam to tam vyhra Babis, tak to aj tak bude ako z kaluze pod odkvap 🤷♂️
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@jietienming Jako nechci nic říkat, ale možná máme na Slovensko větší nárok, než má Rusko na Krym ...
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@Vargstjern Je to tak nejak ako vsade inde:
Velkomesta -> kolaborant
Male mesta/vidiek -> hrdina
Opozicnych volicov je tu stale dost.

@SpaceInvestor_D @RocketLab Isnt 57 already quite high? Wouldnt it signal overbought?
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@mcdog84 @Posledniskaut Haha, ako keby na tom niekedy zalezalo. Co je nase to je jeho predsa, a teda nie je nase…

@ZahumenskyJozef Preco niektore nemocnice/doktori, sa tvaria, ze po prvom cisaraku uz musi ist zena znova na cisarsky, inac jej hrozi ruptura maternice? Zena caka druhe po (rozdiel cca 19 mesiacov) a zatial skor pocuvame, ze ked uz mala prvy cisarsky, tak sa ma pripravit aj na druhy

@cryptoverse420 @MyLordBebo Yeah cause he is meeting with Putin and siding with Russia just out of good will. I live in this country and know what he is capable of. So if he was not getting more from Putin, he would have taken the one from Zelenskyi and woudlnt speak about publicly. Thats pretty much given
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@cryptoverse420 @MyLordBebo Not really, just he was bought much earlier by Putin, which is a higher bidder…
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@MyLordBebo I thought all politicians could be bought :) Robert Fico is an impressive individual 👏
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@andy_svk93 Máte na mysli ty samé lidi, kteří tvrdí, že Země je placatá?
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@theuighurprince @goddek Partly. Its a combination. The social well fare for a long time was far more compelling in western countries, so the eastern countries served only as a transition states. So their intention was never to stay in one of those, but as you point out, they arent really welcome
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andy retweetledi

Mega thread with 15 founder-led companies I believe will perform exceptionally well over the next 5 years: 👇🏻🧵
1) $HIMS
Yes, everyone talks about Hims & Hers now. But I'm an early investor who bought shares in the low single digits, so my investment is definitely not driven by hype.
Here's a summary of my investment thesis:
• Cash-pay model that bypasses the need for insurance
• Provides high-quality, personalized, and affordable healthcare treatments (involved in the whole process)
• Positioned to benefit from many secular trends in the huge telehealth market
• Optionality to launch new categories and easily expand into new markets (several potential catalysts)
• Customer-centric approach that delivers a better experience than its peers
• Innovation stack combined with remarkable execution positions it for continued success
• Many years of customer data make some of its competitive advantages harder to replicate, particularly the personalization of dosages to improve outcomes and reduce side effects
• 2M+ subscribers growing 40%+ YoY
• Percentage of personalized subscribers increasing at an incredibly fast rate
• Improving retention rates, a critical factor in this sector
• Highly efficient distribution network, with thousands of affiliated pharmacies
• Investing in infrastructure to verticalize its supply chain
• Capex-light business model with impressive margins (75%+ gross margins, 15%+ FCF)
• Consistently surpassed analysts' estimates since inception
• Growing revenues by 65%+ this year, and likely to compound >20%/year over the next 5 years, with further operating leverage expected
• Trading at ~20x my 2025 FCF estimates
• No debt and an increasing cash pile, even while executing buybacks and reinvesting in growth and optimization
• Founder & CEO is the largest shareholder of the company

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@TheCryptoDog I really like it, however the spot options are lacking and the UI is still not there for me. Imho it needs a bit of time to tweak it to perfection, but a huge potential with and filled a hole in the market
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