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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
792 Takip Edilen124.1K Takipçiler
@P_Remarks genuinely curious what the peak combined market cap of this thread was x.com/modestproposal…
modest proposal@modestproposal1
There may be compelling reasons for a particular company to go public via SPAC, but if an entire sector is choosing to do so, especially a "futuristic" one, might be worth asking some questions, starting with why
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Funny (and sad) that Enron is one of all time American corporate fraud tales and it peaked at only $70B mkt cap while modern markets are so broken that trash like LCID was >$100B mkt cap in 2021
Wall St Engine@wallstengine
Lucid $LCID shares are falling after EV reported the company is weighing major strategic options, including going private or Chapter 11. Restructuring adviser AlixPartners has reportedly been asked to present findings to Lucid’s board before its next meeting. The report says no decision has been made. AlixPartners is reportedly urging another restructuring round in the U.S. and Europe, a sharper focus on Gravity SUV production/quality, and a pause in further European expansion. Note: Lucid has been burning roughly $1B per quarter, suspended its 2026 production guidance, and recently drew $800M from a Saudi-backed term loan.
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Ok, that's a pretty great response by Tony Fadell, from today's Stratechery. Also shows how deeply he understood the person yelling.
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Private equity approach to public markets guy: “we underwrite 25% returns with rigorous due diligence and improving operations framework”
BottleneckBros: “25% per day or per week?”
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Time horizon arbitrage guy: "We underwrite 25% returns by taking advantage of the last remaining inefficiency"
SAASFANGer: "25% per week or month?"
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Spain's bench against France's bench would be a better game than 90% of what's actually occurred. Completely insane the talent these two have.
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The percentage of people outside of the very very small AI aware world who know that a reasonable percentage of those inside the AI aware world believe this to be true is close to zero
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Billy, this is Egypt. They are one of the most underrated teams in the World Cup. Their defect is they don’t have Lionel Messi.
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Controversy and trolling aside, for my entire life the US national team got by on raw athleticism, effort and some occasional individual brilliance. This is the first time a team has attacked at a world class level, technically and tactically, and are genuinely interesting to watch. They’ve created down the wings, found open space, and finished. Are they in the top 4-5, no. But they are playing the right way and getting results. They are up against an incredibly talented Belgium team that has even tho they’ve under delivered relative to their class are stacked and dangerous. I obviously hope the US advance tonight but I’m more optimistic on the team and the system than I ever have been. /end of earnestness
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Another moron who thinks this is about Balogun
modest proposal@modestproposal1
Reading all the european tweets complaining about Balogun
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Reading all the european tweets complaining about Balogun
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JPM expects Amzn/Meta/Goog to go from a combined $125B in FCF in 2025 to -$80B in 2027.
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England badly needs Saka to find space and create some danger. Gordon has gotten clear a few times, and I would continue feeding him but the right side has done little so far.
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Next you’re gonna tell me the say no to racism signs don’t work
Joe Weisenthal@TheStalwart
So funny those FIFA banners that say Football Unites The World. Blatantly false.
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