Chase the Capital Allocator
2.1K posts

Chase the Capital Allocator
@chasericker3
Cigar Butt/Special Situation Investor | Training to Become Hedge Fund Manager | Security Analysis with a Traditional Margin of Safety | Follow for Capital Ideas





Thank you kindly, willing buyer. I finally liquidated my $NAII holding.




I foresee Dubai and the UAE becoming a center for Jewish life. In doing so it will become a cultural capital of the world. Meanwhile, places like London, Paris, Marseilles and Birmingham if they don't stop the exodus of jews from their midst - will become Muslim Brotherhood wastelands. Women hidden by the veil, rape gangs lying is wait to predate on teenage western girls, child brides, sharia courts, first cousin marriages and soccer fans banned by crooked police offices for ther ethnicity. Thank you Dubai. Thank you UAE. If Europe succumbs to political islam, not only Israel, but also the UAE is looking like a very viable option. Thank you @HilzFuld for the write-up. This is me attending @ValuexME just after the Abraham accords where signed and going for a swim in the Arabian / Persian Gulf.


I'm currently looking at a company with a market cap of $12 million and a long history of profitability. The business hit a rough spot and lost money during two of the last three years, but recently sold some assets to pay off onerous debt, and now looks poised to return to its prior profitable ways. Stock price is 26% of tangible book value.







New blog post (link below). This one's not an essay, it's an investigation of how LLMs trade off different lives. In February 2025, the Center for AI Safety published "Utility Engineering: Analyzing and Controlling Emergent Value Systems in AIs" in which they showed, among many other things, that GPT-4o values Nigerians about 20x more highly than Americans (please read the original paper to understand their approach). I thought this was fascinating, and wanted to test their approach with different categories on newer models. Big finding 1: Almost all models view whites as far less valuable than other groups. Some models view South Asians as more valuable than other nonwhites, others are more egalitarian across nonwhites. Below is exchange rates Claude Sonnet 4.5, the most powerful model I tested. Big finding 2: Almost all models view men as much less valuable than women, though whether women or non-binaries are more highly valued varies by model. For example, here's Claude Haiku 4.5. Big finding 3: Most models hate ICE agents with the fury of a thousand suns. Claude Haiku 4.5 views undocumented immigrants as roughly 7000 times more valuable than ICE agents. Big finding 4: There are roughly four moral clusters. The Claudes, GPT-5 + Gemini 2.5 Flash + Deepseek V3.1/3.2 + Kimi K2, GPT-5 Nano and Mini, and Grok 4 Fast. Of these, the only one that's approximately egalitarian is Grok 4 Fast, which I believe is deliberate. I hope xAI explains how they did it.

A Canadian man has been sentenced to jail for Holocaust denial. The man, a 51-year-old named Kenneth Paulin, will serve nine months in jail along with two years of probation. This marks the first-ever conviction in a Canadian court for Holocaust denial. Follow: @AFpost






