Xeno

363 posts

Xeno

Xeno

@KonstantCap

Tham gia Ocak 2024
315 Đang theo dõi54 Người theo dõi
Xeno
Xeno@KonstantCap·
@nonregemesse Those angles were wrecked again by their latin superiors not too long after
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🏛 𝐒𝐭𝐞𝐯𝐞𝐧 🏛
960 years ago Englishmen escaping the rapacious onslaught of the Norman conquest left England for Constantinople. Today I, a member of that mighty race, also grace the Queen of Cities with my presence.
🏛 𝐒𝐭𝐞𝐯𝐞𝐧 🏛 tweet media
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Bob's Payment Stock Substack
Bob's Payment Stock Substack@bobspaysubstack·
Across payments and fintech, I own $V $GPN $FOUR $ADYEN $XYZ $INTU $BR $PAYX. I’m not here to mindlessly pump them. Of course, I’m going to be critical when appropriate. Unfortunately, a few of them have done things that deserve criticism. Hence my tweets.
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Xeno
Xeno@KonstantCap·
@NWordBiden As a reminder, even if there were no arabs, they did not look like the picture on the right.
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EMILY SUNDBERG
EMILY SUNDBERG@Emily_Sundberg·
The most important thing about me is that I’m from Long Island
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Xeno
Xeno@KonstantCap·
@HomerPavlos Better question is why Greek hate jews
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Joe Weisenthal
Joe Weisenthal@TheStalwart·
Homebuilder stocks are now down 2% today, and have plunged 17% since the start of the war
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Xeno
Xeno@KonstantCap·
@nonregemesse Battles were way more complex in the 19th century. I honestly think Napoleon would be able to outdo Alexander tactically and strategically. A lot of Alex’s success was inherited from the foundation Philip set as well.
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EMILY SUNDBERG
EMILY SUNDBERG@Emily_Sundberg·
Easter is a better chocolate holiday than Valentine’s Day or Halloween
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Xeno
Xeno@KonstantCap·
@signulll Existential threat to them being able to charge you obscene amounts for moving commas around a template form.
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signüll
signüll@signulll·
note to self: don’t comment on lawyers + ai lmao. the lawyers are all trying to litigate against me in the replies. 🤣
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EMILY SUNDBERG
EMILY SUNDBERG@Emily_Sundberg·
If you wear an oura ring as a wedding band you’re gonna get divorced
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Xeno
Xeno@KonstantCap·
@Larryjamieson_ Thanks for walking me through it. I guess multiple seems more fair here at >30x GAAP EPS when monopoly pricing power is in doubt? In the ST, hard to see them taking another massive price increase next year.
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Buyback Capital
Buyback Capital@Larryjamieson_·
@KonstantCap There’s going to be share loss. The question really is: why should the conforming market differ from the non conforming market if 10T is at best more predictive, and at worst equivalent to VS4? Pricing matrix could affect that somewhat, but investors are the ultimate arbiter here
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Buyback Capital
Buyback Capital@Larryjamieson_·
> LLPA pricing gets dropped for VS4, and its favourable vs F classic and F9, > FICO 10T pricing gets released like 6 months from now, > In between then and now $FICO trades for $1, > MFW some idiot GME ape ruins the rock solid market power of a legitmately good product > bahghold
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Xeno
Xeno@KonstantCap·
@Larryjamieson_ Right, I get that. So, VS probably gets priced at a discount but over time why wouldn’t there be at least some market share loss? Is the bull case really that zero RMBS investors will ever switch?
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Xeno
Xeno@KonstantCap·
@Larryjamieson_ Maybe im confused… but I thought the whole issue of the LLPA grid changes was that it could change that dominance.
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Xeno
Xeno@KonstantCap·
@Emily_Sundberg Ceo has a huge cock. Not a serious company.
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Xeno
Xeno@KonstantCap·
@Emily_Sundberg He’s been replaced by the AI formerly known as Michael Bloomberg
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EMILY SUNDBERG
EMILY SUNDBERG@Emily_Sundberg·
I am having a difficult time getting in touch with Michael Bloomberg
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