jon
2.9K posts

jon
@jonlinked
monomania is a prerequisite to success (not investment advice. thoughts are my own)

Approximately 36 calls every day offering me unsecured personal loans. How do I make it stop?



you are (lucky enough to be) a top 10 holder of $SNDK ... you can implement a zero cost collar out to Dec'28 and hedge all but 10% of the downside but retain up to 100% of the upside from here. that is, you can buy a put that is 10% out of the money and finance it by selling a call that is double the current stock price. do you do it? this is a theoretical pricing exercise, but it's not going to be that far off. the trade capitalizes on 3 factors, all of which go your way. 1) interest rates and (lack of) dividends 2) the incredibly high level of implied volatility on these options 3) the very small differential between the vol on the put you'd buy versus call you'd sell check out the video I did on this "Cuban's Collar is Jensen's Alpha" to learn more about the economics of zero cost collars youtube.com/watch?v=CMREJb…





Andrew Tate is suing Meta for terminating his account, because he’s an idiot who doesn’t understand that this case has zero chance of success.



My biggest financial regret is investing in random PE and VC stuff $100K at a time. I now get 100 K-1 forms each year. It's a nightmare to manage at tax time.



I think I’m gonna do The Righteous Gemstones next. I was going to do the Danny McBride HBO trilogy (Eastbound, Vice Principals, Gemstones) front to back sort of as a bit, but honestly I’m the most excited about Righteous Gemstones so let’s get right to it.


AOC: “There’s a certain level of wealth and accumulation that is unearned. You can’t earn a billion dollars. You just can’t earn that. You can get market power, you can break rules, you can abuse labor laws, you can pay people less than what they’re worth, but you can’t earn that”





My periodic reminder that until 5 minutes ago all these elite universities championed their history of protest, bragged about it on campus tours, and explicitly advertised their institutions as activism hubs. Yet rather than engage in an ounce of self reflection, they blame kids.



'Here is an uncomfortable truth for hand-wringing policymakers: Europe’s dependency on America is in no small part Europe’s own fault. Decades of over-regulating the old continent’s economy left businesses there unable to compete with American firms' economist.com/europe/2026/04…





Some absolute gems the US Marshals are looking to offload over here lmao. Incredible.

come to🧹linear algebra taught by two maids🧹! partiful.com/e/aPJstVZUmDL8…










