cdonoyan

What’s a movie where the villain was way more interesting than the hero?

@mellon_heads A Silmarillion trilogy is the logical next adaptation and PJ is the only one we’d trust to see that through.

🚨 BREAKING 🚨 Peter Jackson reveals that him and his brain trust are in negotiation talks with the Tolkien Estate to license more rights from Tolkien’s works. "Christopher Tolkien sort of edited and finished other Tolkien books [such as] Silmarillion, Unfinished Tales, there's a lot more Tolkien writing, which would actually make great movies that were subsequently edited by Christopher but he absolutely would not let any, the mere idea of filming. Those rights have never been available but Christopher passed away 2 or 3 years ago now and the younger Tolkien is running the estate now and they're much more open to talking Combination of Warner’s and us have been talking to some of the younger Tolkien members about the possibility of actually licensing some of the rights to the other books. It would be nice to get away from the appendices and get something a bit more meaty." What would be the very first adaptation you would like to see if Warner Bros had the full rights to Tolkiens work?

@DiscussingFilm I've been sayin Richard Madden for years - he'd be the coolest cucumber with a License to Kill

Amazon has officially begun auditions to cast the next James Bond. Who do you want to be the next James Bond?

@WOLF_Financial Taking the leap itself is more important than if the stock goes up or down.

THERE ARE PEOPLE WHO JUST BOUGHT THEIR FIRST STOCK ... TODAY What is 1 thing you would tell that person to avoid?

@NamelessMTG It’s a game winner in Jhoira, Weatherlight Captain

This is probably a bad card but only one way to find out. No one can guess what deck this is for 👀 I’ll give you a hint

You all were straight basura at my last New England trivia post, so which New England town am I running in this evening?? Hint: I graduated High School in this town!

@BDEgameowners I love drafting and teaching the game to friends by drafting my vintage cube…it teaches all three requirements for winning in Magic 1. Card Evaluation 2. Deck building 3. Gameplay Fundamentals

@BDEgameowners We had this vehicle for twenty years: draft a bunch, build a crappy deck for standard, acquire some more cards, then after rotation, build for modern or commander with all of those cards, repeat.

I've said this before but Commander is not a great format for new players to learn mtg.

I thought I was making music, but I was really learning about product-market-fit open.substack.com/pub/donoyan/p/…

@RobinhoodApp Private Stock

Reply with the first stock you ever heard of as a kid. We're curious.

Name a video game that you've easily put 1,000 hours into Gifs only

@vampirelightifa It is my opinion that Clare Farron became real in our world. She fought her destiny endlessly, challenged the duality of crystal slumber or becoming a zombie, and was rewarded with free will.

Lightning turned 21 and could not get a single break right after and had to defeat her creator god just to catch one 💀💀 I hope she’s living a peaceful life

@LemorasCards All you need is 1 copy of Kroxa in any BR deck and win

If rakdos had an efficient and clean wincon life would be so much better

@0xLevi Big agree, the aura and panache of these two are unmatched anywhere

@cdonoyan Love to meet a fellow Team Rocket enjoyer 🤝 Well said, although I think it works well on Jessie and James’ white outfits too!

Nobody talks about it but the Team Rocket logo is a branding masterclass 🤌✨ One letter, one color, instantly recognizable. Aside from the Pokémon logo itself nothing in the franchise is as iconic.

@TheTrinketMage Feels to me that black has gotten so many tools ever since 2021 Sheoldred and has never looked back. Simic was the problem circa 2020ish Oko, Wilderness Rec, and Uro, but after bannings simic never came back and mono-black has been dominant across formats.

What is your least favorite color in Magic and why? Not just in EDH but overall?

@Kalshi Any footage or official soundbite of this claim @grok ? Seems highly unlikely to me as long as there is still disputed claims over Donbas and Luhansk.

JUST IN: Putin says the war with Ukraine is coming to an end

Newest Music Obsession! I love how fusion-jazz artists are treated like absolute cultural icons in S America! CA7RIEL & Paco Amoroso - BAÑO MARÍA (En Vivo - Buenos Aires) youtu.be/gHmA1PYH5Io?si… via @YouTube

@PronkDaniel If they conservatively split 2:1 and doubled float to 100M they'd be able to increase liquidity and decrease the risk profile, but until then there is an insane amount of premium and pressure that margins play on a per-stock basis.

Earlier in my Discord I jokingly said: "The faster $MELI grows, the more its stock will fall." Funny enough, it actually kind of makes sense given the market's focus on margins.

@oguzerkan OP is toxic investment advice, make your own choices and decisions based on your own research. Aggressive capex should turn to positive FCF growth, not in twenty years, sooner. $MELI is instead cranking up the risk by lowering their rates for retail credit. That's a no for me.

Let me be very clear: If you are dumping $MELI on these results, you shouldn’t be investing in stocks. This is a $95 billion company growing 49% YoY… Woes about margin compression is meaningless. When the runway is this long, the important thing is taking as much market share as possible early on. They already proved they can expand margins if they want in 2024. They need to maximize their growth potential and shrink the contestable portion of the market as much as possible. This is the right strategy. If they can do this, margins will naturally and effortlessly expand due to volume growth. For reference, an average consumer makes 7 online purchases a year in LatAm, while an average American consumer makes 41 online purchases. This number will converge toward the US average as economies in LatAm grow. This means that every captive customer will bring significant volume growth for which $MELI won’t pay anything to generate. This is why growing market share at the expense of lower near-term margins is the right strategy for $MELI. The market will eventually see it and re-rate the stock. Long $MELI.