bumUndiscovered

6.6K posts

bumUndiscovered

bumUndiscovered

@bumUndiscoverd

low-grade imbecile

venice, ca Katılım Nisan 2019
676 Takip Edilen1.3K Takipçiler
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bumUndiscovered
bumUndiscovered@bumUndiscoverd·
Tale of a short: $MED Late-summer of 2021, got an email from a short specialist firm recommending MED as a potential short candidate. Stock has been weak, which I attributed to earnings seasonality
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bumUndiscovered
bumUndiscovered@bumUndiscoverd·
@lhamtil MCQ is cutting stores and presumably production. If others follow suit, then where’s inventory going to come from?
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CNBC
CNBC@CNBC·
Jeff Bezos: "If I do my job right, the value to society and civilization from my for-profit companies will be much, much larger than the good that I do with my charitable giving."
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Admiral Waterworld
Admiral Waterworld@WaterworldCapi1·
Do you want to fly to some CEO and eat a cookie, call a random number in a 15 year old proxy...or make money?
Lee Roach@leevalueroach

The 13Fs I have seen so far this quarter are, with maybe four exceptions, the most embarrassing display of professional herding I have witnessed in a decade. Every “widely followed” fund owns the same nine names. The differentiation between them, when you actually lay the holdings out side by side, is statistical noise dressed up as conviction. These are people charging 2 and 20, and 1.5 and 15, and a flat 1% on $4 billion accounts, to deliver portfolios that a Vanguard index fund could replicate at 4 basis points, except with worse turnover, higher tax drag, and a manager letter every quarter explaining why owning the same seven mega-cap names everyone else owns is, in fact, a contrarian act of independent thought. There is no work in these portfolios. There is no original research. There is no name on any of these 13Fs that required the manager to fly somewhere, sit in a lobby, eat a cookie, call a CEO at a number listed in a proxy statement from 2011, or do anything that any well-read 19-year-old with a Bloomberg login could not have done in an afternoon. The entire industry has, in the last decade, quietly stopped doing the work, because the work is hard, the work is lonely, the work makes you look stupid for 18 months at a time, and the work, when it produces a name nobody else owns, is the single greatest career risk in modern asset management. Nobody gets fired for owning Microsoft. Everyone gets fired for owning a $90 million market cap Pennsylvania bank that the LP committee has never heard of, even when the bank doubles, because by then the LP has already pulled the capital and the manager is already at a different firm doing the same thing he was doing before, which is owning Microsoft. You can do the work. You can own the small cap they will not. You can build a portfolio that does not look like anyone else’s. You will not be on Bloomberg. You will not be invited to speak at the conference. You will, however, in some ten-year window that you will not be able to predict in advance, outperform every one of these herded portfolios by margins that will, in retrospect, look obvious to everyone except the people who were doing the herding, who will, as they always do, explain that they were right in spirit and just wrong in price, which is, as it has always been, the entire reason the trade on the other side keeps working.

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Los Angeles Chargers
should we REALLY make our schedule release video in halo? yes yes yesyes yesyes yes yes yes yes yes yes yes yes yes yesyes yes yes yes yesye yes yes yes yes yesyes
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Deedy
Deedy@deedydas·
Billionaire Michael Milken joked “if a US company replaces the US-born CEO with a CEO born in India, I buy the stock” But he reveals he hasn’t backtested the idea. So we did. In the last 15yrs, that would’ve 50x’d your money: 7.5x more $$ and >2x IRR vs S&P500: 30% vs 14%!
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Ideas Guy
Ideas Guy@nosilverv·
Lmao, who made this??
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bumUndiscovered
bumUndiscovered@bumUndiscoverd·
tysm yoav hadari for making us look bad
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Minh Do
Minh Do@minhsmind·
@existentializzm Why is he wearing Apple AirPods Max while doing this video tho.
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Lizzz
Lizzz@existentializzm·
Damn he kinda read y’all to filth tho
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Crazy Vibes
Crazy Vibes@CrazyVibes_1·
Two nine-year-old girls stood in a Berlin schoolyard in May 1939, holding each other and crying like the world was ending. For them, it was. Annemarie Wahrenberg and Ilse Kohn had been best friends since they were six. They went to the same school, the same synagogue, the same ballet classes. They spent afternoons in each other’s apartments eating too much candy, laughing until they got in trouble, and dreaming about ordinary things little girls dream about. But by 1939, the Nazi laws had already stolen the city from them. No parks. No pools. No theaters. Just each other’s company in a shrinking world. That morning, their fathers walked them to school for the last time. In the yard, the girls clung to one another and made a promise: they would stay in touch. They would find each other after the war. Then their fathers gently pulled them apart and led them in opposite directions. Ilse’s family had scraped together enough to buy passage on a freighter from Italy to Shanghai — one of the last places on Earth still accepting Jewish refugees without visas. Annemarie’s family was still desperately searching for any exit. A few weeks later, Ilse wrote her best friend a letter from Shanghai. She told her where she was. She said they would see each other again someday. Annemarie never wrote back. For the next eighty-two years, each woman carried the quiet grief of believing her best friend had been murdered in the Holocaust. Ilse — who later became Betty Grebenschikoff — survived the war in Shanghai with about 20,000 other Jewish refugees. She eventually moved to Australia, then New York, then Atlantic City. She married, raised five children, and had seven grandchildren. She became a Holocaust educator, wrote a memoir for her family, and spoke in schools for decades. In nearly every talk, she mentioned her childhood best friend by name: Annemarie Wahrenberg. She recorded it in her 1997 USC Shoah Foundation testimony, hoping against hope that somewhere, somehow, Annemarie might hear her voice. Annemarie — who became Ana María — escaped with her family to Santiago, Chile, in November 1939. Her father had been arrested and released by the Gestapo; they knew time was running out. She learned Spanish, built a life, married, had two children, six grandchildren, and ten great-grandchildren. She too became a Holocaust educator, speaking to students about what it meant to be a Jewish child in Berlin in those final months before the world caught fire. She searched databases. She asked questions. She never stopped wondering. Both women had changed their names. Both had moved across continents. The spellings and surnames no longer matched. Search after search turned up nothing. Over time, each quietly accepted that the other had not survived. Then, in November 2020, in the middle of the COVID pandemic, an archivist named Ita Gordon at the USC Shoah Foundation was watching a virtual Kristallnacht event from the Interactive Jewish Museum of Chile. A 90-year-old woman from Santiago began speaking about fleeing Berlin as a little girl. She talked about her best friend. The schoolyard. The goodbye. Something clicked in Ita’s memory. She went into the archive, typed in names, schools, and synagogues. She found Betty’s 1997 testimony — the one where she spoke Annemarie’s name with such longing. Ita made the call. She connected them. In December 2020, Betty and Ana María saw each other on a Zoom call for the first time in eighty-two years. Their families gathered around, crying. The two old women looked at each other, started speaking German — a language Betty’s grandchildren had rarely heard — and then they began to laugh. Not polite laughter. Real, giddy, nine-year-old laughter. “We’re not the girls we used to be,” Betty later told a reporter. But in that moment, they were. They started weekly Sunday phone calls. They talked about the old neighborhood, the candy, the ballet, the people they lost. In November 2021, Ana María flew from Chile to Florida. At the airport, two 91-year-old women hugged for the first time since that terrible morning in 1939. They drank champagne. They appeared together at the Florida Holocaust Museum. They held on to each other like they were making up for eight decades in a single year. Betty Grebenschikoff passed away in February 2023 at the age of 93. Ana María still lives in Chile. Of all the millions of painful goodbyes said in 1939 — on schoolyard pavement, train platforms, and doorsteps — these two found their way back to each other before the end. Not because of fame or fortune, but because one persistent archivist refused to let a small detail in a testimony disappear. Their story wrecks me every time I think about it. Not just because it’s a miracle of survival and reunion, but because it shows how stubborn love can be. How two little girls who promised to find each other kept that promise across continents, name changes, wars, and decades of assumed loss. How the human heart can hold onto hope long after logic says it should let go. In a world that often feels divided and cruel, this story whispers something powerful: some bonds refuse to die. Some friendships are stronger than history. Some promises outlive the people who tried to break them. The schoolyard in Berlin is still there. There’s a memorial stone listing the names of the children from that school who never came home. It’s a long list. Annemarie’s and Ilse’s names are not on it. They got to say hello again.
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Craig Fuller 🛩🚛🚂⚓️
If you are a retail trader and looking to follow the national market data and our research, we built Market Monitor for you.
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Ramp Capital
Ramp Capital@RampCapitalLLC·
Drinking coffee doesn’t even provide energy anymore. It’s just a performative act to reduce headache severity.
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Admiral Waterworld
Admiral Waterworld@WaterworldCapi1·
$NVDA has locked up: Memory Optics Optical chips ( $MRVL) Optical fiber Advantaged the neoclouds. AI is a complex system sale not just a chip. $NVDA has cornered the market.
Admiral Waterworld@WaterworldCapi1

@TBU12345678 He's literally cornering every bottleneck. Good luck Google...you can sell people some naked TPUs that don't have anything surrounding them.

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Exec Sum
Exec Sum@exec_sum·
BREAKING: Nvidia and PulteGroup are partnering with startup Span to install mini data centers on the walls of new homes Each unit packs 16 Nvidia Blackwell GPUs, 4 AMD EPYC CPUs, and 3TB of RAM - and taps unused home electrical capacity to run AI inference workloads
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