Sabitlenmiş Tweet
black & white vs colorful
logic vs emotions
isolation vs hope
sharp lines and calculating symmetry vs natural randomness & spontaneity
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I mostly agree, but...
174.2K posts
I mostly agree, but...
@mostly_agree
All Tweets are legal advice & you were far too charitable in your analysis of my message “Show me the incentive and I'll show you the outcome” - Charlie Munger
404 Katılım Temmuz 2007
28 Takip Edilen57.2K Takipçiler
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We basically did NINJA loans again but this time with non-US citizens
Many homebuilders, such as Bloomfield Homes in Celina, TX offered access to FHA loans for H-1B visa holders through their preferred lenders until May of 2025, when Trump had HUD shut these lending practices down
Some of these FHA loans offered 100% financing through a combination of a standard FHA loan and access to State assisted first time homebuyer grants for the 3% downpayment
Yes, you read that correctly, your tax dollars funded home-buying grants for non-US Citizens during the Biden administration
Is it just a coincidence that home prices began falling at a rapid pace in Celina, TX almost immediately after Trump shut this program down?
How many people bought a brand new home with zero money down at peak 2022-2024 pricing?
You won’t see an impact at a national level, but you WILL see it in certain markets with a lot of H-1B tech workers and new construction
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So, again, this is just shouting into a void.
But this is the most new lows within the S&P 500 $SPY on a day the index poked above a prior all-time closing high.
Ever.
Like EVER, ever.
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I remember buying a chunky position in $GPRO on the thesis that everyone in the Ukraine war (both sides) would want GoPro videos of them storming trench lines, so they could show their buddies back home. Was one of my top “Ukraine War Trades.”In retrospect , that was a terrible thesis🤣🤣, fortunately we didn’t lose much as the balance sheet protected us for a bit…
Live and learn…🤣🤣
BDC@BlueDuckCap
True story: We were long $GPRO a couple years ago. Thesis was twofold: 1). Cloud subscription biz was accretive and growing and 2.) It would have been a nice tuck in strategic asset for a number of larger tech players. We did a call with Nick Woodman after one of their regular beat and lower prints. Frustrated as the stock was not working. I was candid with Woodman about how I felt they should act sooner than later to hit the offer or run a review to unlock value after billions in equity market cap had been eviscerated under his weak leadership. He was polite enough but also arrogant. Told me something about helmets w/ cameras being the next thing. I thought that was stupid and told him as much. Anyway - fast forward to now and the guy has finally realized that he has no choice but to sell this for what he can get. Two years too late (to say the least). BUT - he did finally have the epiphany that HE was the problem and that if he wants to salvage his ultra-wealthy status he needs to sell while he can. Will @evanspiegel see this same light? Or will he continue to demonstrate extraordinary hubris while leaving billions in personal wealth creation opportunity on the table? The path for $SNAP from here reminds me a lot of the decision tree Woodman got wrong for too long. Will $SNAP make the same mistake? @IrenicCap
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I mostly agree, but... retweetledi
GRADUATE STUDENT LOANS WILL NOW BE CAPPED AT $20,500 PER YEAR AND $100,000 TOTAL, PER THE HILL.
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One of the most consequential charts IMO
China will go from being almost completely reliant on chips from external sources to almost completely self-sufficient in just ten years - per MS
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A news reporter asked Michael Jordan if he thought the ’90s Bulls could beat LeBron’s Lakers.
MJ: Yes.
Reporter: By how much?
MJ: Two or three points.
Reporter: Why so close?
MJ: Most of us are almost 60 now.
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Avoid games where the prize is validation from people you do not respect.
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I mostly agree, but... retweetledi
Me: walking through Shinjuku Station I think I've been here before.
Friend: Everybody thinks that, nobody has.
Me: This station has layers, like an onion designed by engineers.
Friend: Follow the signs.
Me: THE SIGNS KEEP BETRAYING ME.
pause
Me: I just walked through the same bakery twice.
Friend: That's how the station feeds itself.
Me: One hallway turned into another hallway emotionally.
Friend: Normal Shinjuku experience.
Me: I saw a businessman sprint while eating toast.
Friend: Peak efficiency.
Me: I think this station can smell fear.
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US JOB DATA IS FLASHING RECESSION WARNING SIGNS.
AMERICA HAS LOST 1.37 MILLION JOBS SO FAR THIS YEAR, WITH JOB LOSSES FOR 4 STRAIGHT MONTHS.
SUCH A LONG STREAK OF FALLING EMPLOYMENT IS RARE OUTSIDE A RECESSION.
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CIA scientists concluded that COVID-19 originated from a lab leak, but the finding was removed and altered during a 2 a.m. meeting, per CIA whistleblower.
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Hey there, if you enjoy working two or even three jobs, here are some good news. If you vote Democrat at the midterms, and if they take over the presidency and the Supreme Court in 2028, you will be a slave to your illegal alien neighbors for the rest of your life.
Wall Street Apes@WallStreetApes
Democrat California Rep Ted Lieu announces Democrats will restore free taxpayer funded healthcare and EBT Food Stamps to illegals when they regain power Illegals will get back - Full-scope Medi-Cal / Medicaid free insurance - Free dental benefits under Medi-Cal - Free prenatal and postpartum care - Restored coverage for undocumented children and young adults - Tax credits for undocumented - Free SNAP Food Stamps assistance “Democrats, when we get control, we're going to reverse the massive Medicaid cuts, the Medicare cuts, and the cuts of ACA that Trump and Republicans put in last year”
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Why does almost nothing in the Congo work properly? A Chinese businessman tries to explain to a local Congolese man
໊@P0PKULTURE
POST A VIDEO YOU NEVER GET TIRED OF
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$CHTR provides an essential service to millions of households.
It is flat over a 12 yr span after an 82% drawdown (so far).
It's market cap is $20B at $150/share and spent >$60B on buybacks above $300
That'd be $450 in dividends had it gone that route.
hmmm.
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$CHTR used to be one of the most popular stocks on here.
It’s also an incredible case study in corporate hubris and the worst capital allocation decisions one can imagine.
Oh Come On!@BluthCapital
$CHTR provides an essential service to millions of households. It is flat over a 12 yr span after an 82% drawdown (so far). It's market cap is $20B at $150/share and spent >$60B on buybacks above $300 That'd be $450 in dividends had it gone that route. hmmm.
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GOOGLE TO RECRUIT HUNDREDS OF ENGINEERS TO ASSIST CLIENTS IN EMBRACING ITS AI – THE INFORMATION
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a product so good it doesn't sell itself
First Squawk@FirstSquawk
GOOGLE TO RECRUIT HUNDREDS OF ENGINEERS TO ASSIST CLIENTS IN EMBRACING ITS AI – THE INFORMATION
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The only person I can think of who was listed on the Forbes 400 with an illegal source of wealth (vs getting temporarily rich illegally and then going to prison) was Marc Rich. But that's past tense: Reich's boss pardoned him.
Robert Reich@RBReich
There are basically 5 ways to accumulate a billion dollars: 1) Profiting from a monopoly 2) Insider-trading 3) Political payoffs 4) Fraud 5) Inheritance Don’t believe the self-made myth.
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Two Cambodian men were arrested for stealing cables from a city baseball field.
The copper was valued at $8k but the repair will be $380~500k (40x the value)
Also kid’s nighttime baseball games had to be canceled.
They were part of a 30 man team responsible for over 100 incidents
ERIKSON🇯🇵🇵🇭@ERIKSON210
栃木県内にある市営グラウンドの照明用銅線ケーブル盗まれナイター中止 「県警はこれまで2人を含む29人のカンボジア人グループを摘発し、2人に関わる余罪が100件以上あるとみて捜査している。」 申し訳ないけど憲法改正より移民問題やインフラ盗難の厳罰化をやるべきでは？ news.yahoo.co.jp/articles/f2406…
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