Smiuffy

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Smiuffy

Smiuffy

@smiuffy

L/S. not financial advice—always conduct your own research. views expressed are my own, not those of my employer.

Katılım Eylül 2023
1.4K Takip Edilen1.2K Takipçiler
Smiuffy retweetledi
Epic
Epic@HeyEpic·
We’re open sourcing all of our code that was obtained via acquisition. Here it is:
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Sumit Behal
Sumit Behal@sumitkbehal·
The funniest scam of the year is Sherpas doing food alteration on Mt. Everest expedition to trigger helicopter evacuation for climbers > charge $50,000 for expedition > make rescue insurance mandatory > add drugs in food of climbers > climbers feel altitude sickness > rescue climbers with choppers > insurer pays bills for rescue service > take commission from aviation company This is literally highest level of financial engineering at the highest point on earth
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Smiuffy
Smiuffy@smiuffy·
“Your valuation is too high.” pub co shorts:
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Will Ahmed@willahmed

You have no experience. You’ve never started a company. You’ve never had a full time job. Nike is going to kill you. You’re a kid. You don’t have technical skills. You shouldn’t build hardware. Apple is going to kill you. You can’t build hardware. You can’t measure heart rate non-invasively. Athletes don’t care about recovery. Under Armour is going to kill you. It won’t be accurate. You don’t listen. You’re an ineffective leader. You can’t recruit great talent. You’re going to have to pay every athlete. You can’t measure sleep non-invasively. It’s too expensive to research. Athletes are a small market. The product costs too much to make. The product costs too much to sell. Your valuation is too high. Consumers aren’t going to want it. Hardware is too hard. You should measure steps. Fitbit is going to kill you. You can’t build a marketing engine. You can’t raise enough money. You need a real CEO. Google is going to kill you. You can’t be a subscription. You can’t build a brand. You can’t do consumer in Boston. Your valuation is too high. You shouldn’t make accessories. You shouldn’t make apparel. Lululemon is going to kill you. You can’t predict Covid. Stay in your niche. You are going to run out of money. You can’t build a health platform. Amazon is going to kill you. You can’t measure blood pressure. You can’t get medical approvals. The market is too small. You don’t understand AI. The market is too competitive. It won’t work internationally. The supply chain is too complicated. You can’t build an AI. You can’t raise enough money. It’s too competitive. Healthcare isn’t going to want it. … Just keep going ✌️

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zerohedge
zerohedge@zerohedge·
*AMAZON AI CHIP PRODUCT LEADER DEPARTS: INFORMATION problem with paying these guys $100MM is they work one year and then they retire
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Smiuffy
Smiuffy@smiuffy·
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Smiuffy
Smiuffy@smiuffy·
$DGXX award management shares, pump stock with a press release, don’t announce a deal that was “days away” 4+ months ago, dilute shareholders with the ATM on the pump, give management cash bonuses, repeat
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TheGladiator
TheGladiator@TheGladiatorHC·
Gold has just added the equivalent of Nvidias market cap in just 3 days.
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Gotham City Research
Gotham City Research@GothamResearch·
Carvana: Bridgecrest and the Undisclosed Transactions and Debts - Last year: both @HindenburgRes and @RealJimChanos lamented at the limited transparency into $CVNA related parties, DriveTime and Bridgecrest. - Last week: $CVNA refused to release financial details about DriveTime in a closely watched lawsuit against Carvana and its executives, alleging they carried out a fraudulent “pump and dump scheme” - TODAY: We are releasing the DriveTime 2024 Annual Report and the GoFI LLC Annual Report we obtained via Freedom of Information Act request, along with our report. for our full report, DriveTime's 2024 Annual Report, and GoFi LLC Annual Report visit here: gothamcityresearch.com/post/carvana-b…
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Adam Simecka
Adam Simecka@AdamSimecka·
Beard or no beard?
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Charlie Bilello
Charlie Bilello@charliebilello·
At $80,000, Bitcoin is now down around 27% from its all-time high of $109,000. Is that a big drawdown for Bitcoin? No...
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