Daniel 🔸

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Daniel 🔸

Daniel 🔸

@ddobservations

equity analyst - 💵 🖨️

Присоединился Ağustos 2022
1.7K Подписки331 Подписчики
Закреплённый твит
Daniel 🔸
Daniel 🔸@ddobservations·
What most people don't understand is that when MSTR is in the S&P500, the S&P500 Benchmark is now intertwined with Bitcoin price exposure moving forward. Given his business model is scalable by Market Cap, if Saylor can become at least a #10 company there becomes a legitimate argument in Board rooms for how the other 1-9# are actively outperforming MSTR's BTC exposure. Is the answer capex heavy AI?
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Jeff Walton
Jeff Walton@PunterJeff·
$SATA Closed at $100.01 $77 million in volume Probably nothing The Daily Dividend Company ™️
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Daniel 🔸 ретвитнул
Anime Posts
Anime Posts@AnimeePost·
HE DID IT AGAIN 😭
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BowTiedStocks
BowTiedStocks@bowtiedstocks·
$KPG.AX Kelly Partners - the share price continues to tank, and yet the founder and MD isn’t buying shares, he’s selling more !! If the business was really worth more than this, wouldn’t he be buying more not selling ? What would Warren do ? Probably not this…
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Kunal
Kunal@kunal_twts·
At this rate, Elon Musk is making Tony Stark look underfunded.
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Restructuring__
Restructuring__@Restructuring__·
A few people asked so adding Lone Pine It is Viking is the only one that actually runs a disciplined portfolio that protects the downside Highlighting their low returns YTD is dumb
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Restructuring__@Restructuring__

I have massive respect for Viking One of the few hedge funds that actually runs a disciplined portfolio Everyone in a bull market forgets what happens when the tide turns, see 2022 below Serious question, if you are an LP, which of the below do you prefer? 1) Viking: actually provides lower vol 2) Whale Rock: smart levered beta 3) Coatue: somewhere in between

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Jack Joliet
Jack Joliet@jackjoliet·
@LaurenSHirsch SpaceX IPO: 555.6M shares @ $135 = $75B base. +15% shoe = ~$86.25B total. Underwriting spread ≤0.75% → ~$647M total fees. GS & MS (each ~20% of deal) → ~$129M each including the green shoe. Good day for the bankers
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Asanoha
Asanoha@asanoha_gold·
@rodpalmerhodl Jodhpur boots lol definitely not what I’d expect from someone who films their videos in a giant empty closet
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Daniel 🔸
Daniel 🔸@ddobservations·
$KPG bit concerning for any investor with the upcoming margin calls.....
GIF
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Arrow Investor
Arrow Investor@ArrowInvestor·
We're winning! 🇦🇺🦘 Number #1 Highest Capital Gains Tax
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Hiroo Onoda
Hiroo Onoda@OnodaCapital·
From the new Market Wizards Good thing something like this could never ever happen again
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ᐱ ᑎ ᑐ ᒋ ᕮ ᒍ
ᐱ ᑎ ᑐ ᒋ ᕮ ᒍ@Andr3jH·
"a month ago it was too dangerous to release but now all safety concerns have been addressed" "The anjin says he secured ten of billions of funding in inference compute"
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terminally onλine εngineer@tekbog

mythos is such a funny way for anthropic to show how they are not serious: first they say it's too dangerous, then they give it to some companies, now it's just gonna be available as b2b saas as any other model what are we doing here

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Reserve Bank of Property
Reserve Bank of Property@RBASHAGGER·
Albanese is in New Zealand this evening at a business event explaining the benefits to kiwi entrepreneurs why they should start their business in Australia with our new and fairer CGT rate
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Compound248 💰
Compound248 💰@compound248·
Holy sh!t, Leopold, you f*cking legend. +270% first five months of this year for his Situational Awareness fund.
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