Cassius Agrippa

@southside_mafs Imagine being this retarded

I repeat if you need religion to have morals you’re a bad person.

@ACapitalLP Yup

$KBR

@rhunterh Don’t hate the player

SPACtivist Investing

@sloth_cap @DutchInvestors Pricing isn’t artificial, it’s just not usually sustainable

@DutchInvestors Don't think the growth rate would be that high if they excluded the initial pricing increases they typically do.

If only every serial acquirer reported growth and attrition separately like $CSU.TO 🤤

@rennyzucker Happens all the time. Wait 7 days before you freak out.

Chief Accounting Officers resigning with less than 90 days notice is not normal btw… and this could actually apply to several related companies today

@TokyoDeepValue 18.5x FCF for a highly cyclical business isn’t cheap. At all.

Found a specialty chemicals company on the Sea of Japan coast and I still can't believe the valuation. EV/EBITDA of 2.92. Market cap ¥7.2B. Cash on hand ¥4.0B. Net debt basically nonexistent. FCF yield 5.4%. P/E of 11.55. Dividend paying 1.3%. You're getting paid cash flow while the market prices in a liquidation scenario.

@TheSalonDon Find God.

The Don is having a baby We have 4 beautiful healthy embryos We might end up having all 4 but which one would you choose first?

@hayasaka_aryan Caltech BS to CSUDH MS is the definition of down bad

>Plan to kill the president for years so you can appear on the front page of Reddit >Arrive to the scene doing the Naruto run >Get immediately bodied >Everyone is calling you gay online Worst assassination attempt ever

@volisdead Cyclicality and Moore’s law

Can someone who is smart at this please explain to me why memory stocks are still so cheap on an NTM basis versus every other pocket of semis?

@boazweinstein @JohnNesbitt4 @MillenniumHF Muchacho needs a fistful of Xanax

@Restructuring__ Stay in your lane PE boy

I might be just a naive investor, but can a securities lawyer explain to me how this is legal? Trading with MNPI is insider trading which is illegal The government has MNPI, likely more MNPI than anyone else combined I would argue Insider trading is regulated by the SEC, which is led by commissioners that are appointed by the President Am I the only one to be wildly confused by what is going on here? Imagine being the retailer investor on the other end of the trade...

@Demo78230 @CepnikMaciej Lolol. No, Chicano culture is as Mexican as New Jersey Italian American is Italian. No. Just no.

@CepnikMaciej Blood in Blood Out

What are top Mexicans movies to watch to understand Mexican culture? Not Amores Perros.

@ShitFund As long as you’re willing to launder dirty Chinese money, you can be retarded and become a billionaire

@LukeWolgram Venn diagram intersection of value “investors”, conspiracy “theorists”, and “libertarians” is thicccc

Has it occurred to anyone what happens to the P/E ratio when E goes down?

@FOXSoccer @AlexiLalas USA above Morocco, Mexico, Uruguay and Norway is hysterical. Only an American “soccer” commentator would be this delusional.

From 48-1, @AlexiLalas dropped his 2026 FIFA World Cup Power Rankings 📊 Agree or disagree? 👀🌍

@opapoeconomico Tell me you’ve never worked in one and have no idea what you’re saying, without telling me you’ve never worked in one and have no idea what you’re saying

Permanência mediana nos maiores hedge funds multi-manager do mundo: Point72: 1,8 anos Balyasny: 1,8 anos Millennium: 2,3 anos Citadel: 3,0 anos A maioria das pessoas que entra num pod shop sai em menos de 2 anos. Millennium contrata ~160 PMs por ano. Três por semana. E reporta 15-20% de turnover anual como feature do modelo. As regras são automáticas: -5% de drawdown: capital cortado pela metade -7,5%: pod terminado — PM + equipe inteira demitida no mesmo dia Você pode ser o melhor analista do andar. Pode ter gerado o alpha signal que carregou o book nos últimos 6 meses. Não importa. Quando o PM bate o stop, todo mundo que tá ligado àquele pod sai junto. "Já vi carreiras sendo arruinadas. Não recebemos grandes bônus e somos tão bons quanto nosso último projeto." Balyasny gasta US$ 280 mi/ano só em recrutamento. Citadel: US$ 8,6 bi em compensação. Garantias de PM de US$ 10-15 mi são comuns — um PM sênior teria sido atraído com US$ 120 mi+. Os analistas e pesquisadores não recebem nenhuma dessas garantias. A carreira deles depende inteiramente de qual PM foram designados. Fonte: Johannes Meyer

@GHadjia Unless it relists elsewhere, it’ll stay cheap. Next.

We look at whether $AERO has pricing power, its shift to an aerospace pure play, and attempt to put some numbers around how the company may benefit from the OEM build rate ramp up.

Bristlemoon published a writeup on Montana Aerospace $AERO SW. AERO is one of the fastest growing aerospace suppliers, having grown its Aerostructures revenue at an 11.5% annual rate between FY22 and FY25. The co is poised to benefit from the OEM build rate ramp up...

@MtOreadCards @ExxAlerts Most likely a cartel but Mexico is clearly not giving a fuck

@ExxAlerts So, Mexico blew up the car, eh?

ALERT: Mexican President Claudia Sheinbaum blames the United States after two CIA agents who were investigating a chemical drug lab run by a Mexican cartel were killed in Mexico. The CIA officers and 2 Mexican officials, who were working for Chihuahua’s State Investigation Agency, were returning from a drug raid in Morelos when their car crashed on the Chihuahua–Ciudad Juárez highway. Sheinbaum said her government was “unaware of any direct collaboration between the state of Chihuahua and personnel from the US Embassy in Mexico.” “The relationship is federal, not state… They must have authorization from the federal government for this collaboration, which necessarily takes place at the state level, as established by the Constitution.”

@JulianKlymochko Nope

There's a lot of talented and highly experienced portfolio managers out there who could run this portfolio effectively.

@ACapitalLP Preach

@cassiusagrippa P&L is all that matters. I really don’t care about anything else.

Weekly reminder: at the end of the day, the only thing that matters is P&L. If anyone or anything gets in the way of that, tell them to fly a kite.