Graham Sorgard

226 posts

Graham Sorgard

Graham Sorgard

@gsorgard

Katılım Ocak 2012
87 Takip Edilen77 Takipçiler
John LeFevre
John LeFevre@JohnLeFevre·
I am not a big consumer of Uber. But it is a total scam. The Uber app said 1.4 miles. My iPhone said 1.1 miles. Crazy discrepancy for a short trip. And this happens every time.
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Graham Sorgard
Graham Sorgard@gsorgard·
@Mr_Husky1 It seems unlikely that a parent could die on a Thursday, the kid was at the hospital on Thursday, then the funeral home on Friday? So he misses two days of school, no one, school admins, other teachers, his friends tell you his father died? It seems like that would get out.
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The Husky
The Husky@Mr_Husky1·
I’m a high school teacher. We have policies. Late work gets points deducted. Turn it in on time or take the hit. That’s how students learn responsibility. Senior year. Final paper worth thirty percent of the grade. Due Friday. Monday came. Still no paper from this one kid. Smart kid. Never missed assignments before. Called him to my desk after class. “Where’s your paper?” He looked down. “I don’t have it” Waited. He didn’t elaborate. “You know this tanks your grade right? Might not graduate” He nodded. Still wouldn’t look at me. “Do you not care?” His voice cracked. “My dad died Thursday night. Heart attack. Paper was done. On my laptop. But I’ve been at the hospital. At the funeral home. I forgot. I just forgot.” My chest tightened. “I’m so sorry. Why didn’t you tell me?” “Because it sounds like an excuse. Everyone has excuses.” He finally looked up. Eyes red. “Just fail me. I deserve it.” Closed my gradebook. “Email me the paper tonight. Full credit. And take this week off. Come back when you’re ready.” He shook his head. “The policy—” “I’m the teacher. I make exceptions when life happens. Your dad died. That’s not an excuse. That’s a tragedy. Go home.” He graduated. Top ten percent. Spoke at graduation. Mentioned a teacher who showed him that rules and compassion can coexist. I was in the audience. Crying. Sometimes grace matters more than policy. —Mr. Hayes, English teacher
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Graham Sorgard
Graham Sorgard@gsorgard·
@LowBoomLowDrift They should have 30-60 minute political debate style sessions between competitors. Banks , Chem Companies, variable rate, machinery companies. Moderated to be rapid fire. Do John Deere sprayers get stuck easier, Does a pro 700 actually work as a sprayer monitor etc.
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Mike Wasylyniuk
Mike Wasylyniuk@LowBoomLowDrift·
How can we make North American farm shows more entertaining? Any ideas?
Mike Wasylyniuk tweet media
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Graham Sorgard
Graham Sorgard@gsorgard·
@footballcardfun That’s not actually crazy. There is solid foundation to the collectibility of say Jordan or Gretzky rookies as dream cards for people to own. If the hobby keeps making 1/1 cards for say the next 20 years I’m not sure they’ll continue to find buyers.
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Jeremy
Jeremy@footballcardfun·
Craziest thing I heard today: “It being a 1/1 doesn’t add value.” (It was a licensed mid-2000s auto of a popular player)
Jeremy tweet media
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Graham Sorgard
Graham Sorgard@gsorgard·
@skumWgmi What’s odd about Dave is he is 95-98% correct and very helpful in most situations. Then he has these glaring obvious blind spots, paying off 2% mortgages, buying 2k cars, large down payments and shorter term mortgages pushing home ownership several years out. That are just wrong.
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skum🧊
skum🧊@skumWgmi·
Dave Ramsey math to become a millionaire like me by 30. - Pay off your 1.6% mortgage. - Pay off your 0.9% car loan. - Buy a 2k used car so you can have 10k of repairs. - Use debit cards, not credit cards. - Don't allocate even a tiny bit to $btc - Make coffe at home.
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Graham Sorgard
Graham Sorgard@gsorgard·
@chamath I love the idea but it will be like bitcoin mining. The margins will be driven to 0 within 6 months.
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Chamath Palihapitiya
Chamath Palihapitiya@chamath·
I plan to buy and deploy large fleets around the country when possible. Should pay back and be positive FCF < 2 years…
Teslaconomics@Teslaconomics

I plan on owning my own Tesla Robotaxi fleet one day. And the more I run the numbers, the more I realize this new business could become one of the most powerful income opportunities I've ever seen. This is how I'm thinking about it. Based on many analyst models and Tesla’s long-term vision, a reasonable base case assumption is about ~$30,000 per year in net profit per Robotaxi to the owner. This is after things like Tesla’s platform fee, charging, tires, maintenance, insurance, and cleaning. Of course, the network is still early and Tesla is just beginning to roll this out in pilot programs in a few cities, so there’s no official real-world owner earnings yet... but using reasonable assumptions around utilization, pricing per mile, and operating costs, the math starts to get really interesting. If one Robotaxi can earn around $30,000 per year, here’s what a fleet might look like: • $100,000 per year → about 4 Robotaxis • $500,000 per year → about 17 Robotaxis • $1,000,000 per year → about 34 Robotaxis It may sound a bit crazy at first, but when you break it down, it starts to make more sense. These vehicles could potentially drive 50,000 to 100,000+ miles per year in high demand areas. If the economics land somewhere around $0.25-$0.50 profit per mile after all costs, you end up right around that ~$30k per vehicle per year range. And remember, the Tesla’s Robotaxi network is going to work a lot like Airbnb for cars. You add your vehicle to the network, Tesla handles the software, routing, payments, and rider experience, and they take a platform fee (often modeled around 25-35%). The owner keeps the rest after operating costs. Another thing that makes this interesting is the expected cost of the vehicles themselves. Tesla has talked about the purpose-built Cybercabs costing roughly $25k-$30k and Elon told me production is starting in 1 month! If that’s even close to reality, a fleet capable of generating around $1 million per year could theoretically cost somewhere around $850k-$1M in vehicles. That ROI is pretty freakin good! Now to be clear, none of this is guaranteed. I'm just thinking out loud and sharing it with you... a lot still depends on regulations, how fast unsupervised FSD scales, demand in each city, insurance costs, and how Tesla structures the network. But if the system works the way Elon has described it for years, owning a Robotaxi fleet could become one of the most powerful forms of passive income I've ever seen. And I plan on sharing the numbers with everyone on 𝕏 when the day comes. Personally, that’s why I’m paying such close attention. Bc one day, owning a fleet of autonomous Teslas working for me 24/7 might be the modern version of owning a rental property, except instead of tenants, you’ve got robots driving people around all day while you sleep. This next book of Tesla is going to be so exciting!

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Graham Sorgard
Graham Sorgard@gsorgard·
Been wanting a copy of this book for years. Both as a collector and because I think it’s a great book. Finally pulled the trigger and got a beautiful copy off of ebay.
Graham Sorgard tweet media
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Graham Sorgard
Graham Sorgard@gsorgard·
@chriswithans Imagine if tha was a 25 year mortgage with say 16 years left. With inflation can you imagine how cheap those payments would be in 2040. The cost of a nice meal out probably.
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Chris
Chris@chriswithans·
Just heard the best/worst caller on the Dave Ramsey podcast. Married couple, under 30. $145,000 household income. Came on the show to celebrate paying off the mortgage on their $450,000 Georgia home. Said they starting paying it off early 5 years ago, meaning they had a low interest rate home loan (probably <3%) and started to aggressively pay it down right as interest rates were starting to rise. Dave Ramsey loved it, launching into a lecture about how 26-year olds who say they can’t buy homes should look at this couple for inspiration. Hahaha.
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Graham Sorgard
Graham Sorgard@gsorgard·
@girdley Too bad that’s not true. You loose the 800k and your debt gets sold to another bank which you still owe. It’s why you never make fun of someone who lived through 30’s and doesn’t trust banks.
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Michael Girdley
Michael Girdley@girdley·
My favorite bank run story: It's the 1980s. Banks are failing left and right. Grandpa owes a failing bank $2mm. He has $800k in an account there. They call, "Sir, you're losing that $800k" He says, "OK, I just won't pay the $2mm. We're square!" They didn't take his $800k.
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HustleBitch
HustleBitch@HustleBitch_·
🚨 THIS 14-YEAR-OLD’S “WHOLE FOODS” DINNER HAS THE INTERNET MELTING DOWN A teenager films himself calmly explaining what he eats as a 14 year old who only eats “whole foods.” Grass fed ribeye. Pasture raised eggs. Organic fruit. Raw milk. Raw honey. What's your very first thought watching this?
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Graham Sorgard
Graham Sorgard@gsorgard·
@thecavemommy I used to make fun of people like Cavemom. Then one of my kids asked what the square root of a negative number was. For some reason our eyes met as the words “imaginary number” came out of my mouth and I realized Cavemom was right math is a psyop!
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extra mommy
extra mommy@thecavemommy·
I’ve literally had math geniuses try to explain to me how a negative times a negative equals a positive, and I still don’t get it It doesn’t. If you have nothing, and then more nothing, you don’t have something. You have nothing Math is a psyop!
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Graham Sorgard
Graham Sorgard@gsorgard·
@LukaszukAB Norway has 5 million and plenty of medals. Actually this is more a selling point. Imagine being on the podium and the alberta flag rising while they played the new anthem.
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Hon. Thomas A. Lukaszuk
Hon. Thomas A. Lukaszuk@LukaszukAB·
More than 40 Alberta athletes are representing Canada at the Milano Cortina Olympic Games. How could they compete for Canada if they were no longer considered Canadians? There’s no future for these athletes in a separate Alberta.
Hon. Thomas A. Lukaszuk tweet media
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Graham Sorgard
Graham Sorgard@gsorgard·
@sweatystartup The real insult is when you recognize boxes from the last move that never got unpacked when you helped them move last time.
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Nick Huber
Nick Huber@sweatystartup·
Friends don’t ask friends to help them move. We aren’t in college anymore. Get out your wallets and hire movers, losers.
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Graham Sorgard
Graham Sorgard@gsorgard·
@barkmeta I like silver but the analysis and handwringing over today is hilarious. Silver went down almost 50% on Silver Thursday in 1980. Silver has had daily losses over 20% 5-6 times in the last 40-50 years. This is not 10 sigma it’s inside the norm of how it trades.
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Bark
Bark@barkmeta·
🚨 GOLD AND SILVER BLACK SWAN. Gold: -15%. Silver: -38%. In the last 24 hours, $15T+ has been wiped out from Gold and Silver. That's half the GDP of the United States... GONE in ONE DAY. We just witnessed the first Sigma-10 event in financial history. Mathematically, this shouldn't happen in the lifetime of the entire universe. The SIMULATION is LITERALLY BREAKING.
Bark tweet mediaBark tweet media
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Graham Sorgard
Graham Sorgard@gsorgard·
@DarioCpx You don’t need alot of volume to plummet. Tom Demark one of the most respected market analysts there is talked how frenzy markets don’t end with orchestrated selling. They top because in Tom’s words “The last buyer bought.” Markets can collapse with no volume in this scenario.
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JustDario 🏊‍♂️
JustDario 🏊‍♂️@DarioCpx·
Silver is so far down 20% in a single day and these, ladies and gentlemen, are the futures volumes driving this “crash” What’s more ridiculous is that for the first time in history such a move is happening when the commodity trades in backwardation (that signals supply scarcity)
JustDario 🏊‍♂️ tweet media
JustDario 🏊‍♂️@DarioCpx

- If Warsh wasn’t committed (and trusted) to embrace Trump’s ultra loose monetary agenda, he would not have been nominated - Comex, SGE, SHFE and LBMA silver free float is razor thin - US might attack Iran in the weekend This biblical silver slam is clashing against any logic 🤷🏻‍♂️

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Graham Sorgard
Graham Sorgard@gsorgard·
@ekwufinance I don’t think this can true for physical silver. Otherwise wouldn’t every bullion dealer in the US just ship their silver to Shanghai or India. So if there’s some kind of law/roadblock getting US silver the far east then comparing the 2 markets is a waste of time.
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Lukas Ekwueme
Lukas Ekwueme@ekwufinance·
Western silver prices pulled back from $120 to $105. Shanghai silver prices advanced from $134 to $136. Indian silver prices rose from $119 to $129. Asian buyers are paying a $10-$22 premium. Demand for physical silver is still strong.
Lukas Ekwueme tweet media
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Reads with Ravi
Reads with Ravi@readswithravi·
What’s one book that’s worth rereading every year?
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Graham Sorgard
Graham Sorgard@gsorgard·
@rhofford It’s crazy how few options for a city of 20,000. Steak and Eggs at Humpty’s usually pretty good.
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Ryan Hofford
Ryan Hofford@rhofford·
Where should I go for lunch in yorkton tomorrow? Any recommendations? Gonna have the stock trailer so need decent parking
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Buffalo Ag
Buffalo Ag@BuffaloAgLtd·
The general store/Tempo in Cowan, Mb is a step back in time. What a neat place.
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