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modest proposal
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modest proposal
@modestproposal1
I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Katılım Ağustos 2011
874 Takip Edilen121.9K Takipçiler
@rich_toad @Srasgon stacy about to drop: "FMK: AVGO, NVDA, INTC"
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@modestproposal1 Surprised this title got through the Supervisory Analyst @Srasgon
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they got Stacy training the new Bernstein analysts on writing report titles
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Tired: learning about Jevons paradox
Wired: learning about the fallacy of composition
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@tech_signals It’s not an exponential. It’s even bigger than that.
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@modestproposal1 It’s funny how people get scared of exponential charts. They see an exponential curve and assume it’s bad because they can’t wrap their heads around it. In reality, AI is the exponential of all exponentials, and the investing landscape shifts with it
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@modestproposal1 Is it surprising that construction is negative?
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Over the last 12 months basically every cyclical industry but construction and leisure/hospitality has negative job growth. The new news today is the negative Education/Health, but the cyclical economy has been weak for a long time.
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Year over Year change in total private employment less Private Education and Health Services and Leisure & Hospitality
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also, I love that business & finance is like 99% solved. lmk when these guys stop printing. x.com/modestproposal…
modest proposal@modestproposal1
AGI is when Medallion stops making money
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Not sure what I love more, the judge saying that Jack was "summering" with Jay-Z in the Hamptons, or straight up calling the Tidal deal a "terrible business decision" not once but twice. A+ will read again.
Sheel Mohnot@pitdesi
Block acquiring Tidal made no sense to me; turns out nobody at Block other than @jack wanted it; He was doing his buddy Jay-Z a favor (at Stockholder expense) The memo is FANTASTIC and worth a read to see how an "all-star company" REALLY operates. courts.delaware.gov/Opinions/Downl…
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We’re giving out participation trophies at this point. If it’s 2026 and you’re just getting around to selling ads onsite not sure you deserve to be in the thread.
ADWEEK@Adweek
.@OpenTable announced a new advertising arm called OpenTable Media. The offering lets advertisers buy ad space on OpenTable’s website or within its email newsletters, as well as target its audiences offsite. bit.ly/3MGAkdh
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On a long enough timeline, everyone sells ads wsj.com/articles/apple…
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Claude when you don't explicitly say "make no mistakes"
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modest proposal retweetledi
Today is launch day. 🚀🚀🚀
We find ourselves in a time with much fear/anxiety about careers. I hope this book can be a positive antidote. The permission, motivation, and methodology to do what you truly love.
a.co/d/02q0aD2N
Bill Gurley@bgurley
I have written my first book! A passion project of almost 10 years, Runnin' Down a Dream aims to give people both the motivation & the methods for thriving in a career they actually love. Put a lot of heart and soul into this - hope you ❤️ it. Pre-order: a.co/d/5APYleb
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@OnodaCapital "Billy, this is a server rack. Its defect is it has absolutely no idea what the fuck a stablecoin is or how agentic commerce works, but it does know how to sell things that are going down"
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i have been on twitter long enough to complain that the first mayweather - pacquiao fight took place well past the prime of their careers
modest proposal@modestproposal1
Mayweather: Give me Pacquiao, on May 2 es.pn/13iR0fC <-- Finally. Too bad it's not 2009 and both are well past their primes.
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