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@UrInsideMan

Vision without execution is hallucination. PLEASE do your own DD

加入时间 Şubat 2014
994 关注509 粉丝
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G@UrInsideMan·
@biglawbro Up to a point. Most contract litigation i’ve dealt with is just people not doing what they’re supposed to
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biglawbro@biglawbro·
@UrInsideMan i'd think that unambiguous language would prevent ppl from litigating it
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biglawbro
biglawbro@biglawbro·
eventually AI will make contracts so clear and comprehensive that there will be less litigation
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G@UrInsideMan·
@ConsensusGurus why wouldn't reddit but w/old people and AI slop kill the real reddit?
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Consensus Media
Consensus Media@ConsensusGurus·
R.I.P. Reddit $RDDT - I'm sure $META will kill you just as quickly as they killed Twitter.
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G@UrInsideMan·
@blondesnmoney I shop there, and looked at in the 20s and was like, meh, still a grocer
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Cluseau Investments
Cluseau Investments@blondesnmoney·
Two years ago, today. Check the prices now.
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Zain Dhanani@DhananiZain·
Seems like every year we get a veteran QB who props up a bad team from a fantasy perspective by crushing in garbage time 2025: Jacoby Brissett 2024: Jameis Winston 2023: Joe Flacco Who's going to do it this year?
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G@UrInsideMan·
@jmthrivept Is any of this explainable by o-line? Didn't they lose their top 2 tackles super early into the season?
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Jeff Mueller, PT, DPT
Jeff Mueller, PT, DPT@jmthrivept·
Interesting to note if Omarion Hampton winds up struggling in 2026. Hoping McDaniel can boost his production.
Dataroma@ffdataroma

Omarion Hampton when simply not facing the worst rush defense in the NFL as a rookie, per @FantasyPtsData: + 3.68 YPC (*would be 37th of 43 RBs) + 2.03 YACo/Att (*30th) + 4.4% explosive rate (*20th) + 45.1% success rate (*37th) I get the allure in a theoretically better offense, but feels like there's some revisionist history going on with Hampton's year 1 performance. Although the rookie year sample wasn't too large, Hampton was mostly bad as a rookie both pre and post-injury, and didn't stand out at all relative to Kimani Vidal's play. Seemingly lacks a lot of lateral movement ability that makes some of the league's best RBs special (ie: Gibbs, Bijan, Achane, etc.). I think both Keaton Mitchell and Vidal play a real role in this backfield (Mitchell at the very least for outside/change of pace runs). Hampton is way too bolstered on theoretical situation and role for me rather than talent, not the type of bet I want to make in early-mid round 2.

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G@UrInsideMan·
Lots of heuristics apply to $RDDT here, but the one that speaks to me is Robert Wilson's where he basically said that competitive fears were always buying opportunities if there was no manifestation in the numbers. key caveat, as compared to $WU which is losing share to $RELY
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Jared L Kubin
Jared L Kubin@JaredKubin·
Pitch your most HATED / ugly chart / down on its luck / terrible numbers / never going to work stock that you own... ready go
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Prepared Remarks
Prepared Remarks@P_Remarks·
Name a compelling non AI long that’s <$10B mkt cap but has 100%+ upside (aka shitco)
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sharkley
sharkley@AdamCSRMarkley·
I have virtually 0 Chris Rodriguez
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G@UrInsideMan·
@Sherman_FFB Wouldn't be surprised to see Ty win out in camp.
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G@UrInsideMan·
@blondesnmoney It's what made me add. This thing is showing kinda shocking resilience tbh
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G@UrInsideMan·
@aleabitoreddit Something about Google changing search nukes it? Is that the issue? Seems absurd. Maybe like how the cookies thing was supposed to kill META once upon a time?
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Serenity
Serenity@aleabitoreddit·
There's some things in the market that don't make much sense. $RDDT is the perfect example post-earnings. One of the most profitable names right now with high growth... But if it's related to software or not burning $1T+ in AI capex, markets don't care?
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G@UrInsideMan·
Added some $RDDT here around 145/sh. First add in a while. Mostly long from like 135ish.
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G@UrInsideMan·
@wolfejosh @kane Care to rally your buddies and make some more? Most of us lack the resources to prop up good candidates. Suspect you and your connections are plenty capable
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Josh Wolfe
Josh Wolfe@wolfejosh·
@kane There are as far as I know 10 sane Democrats in the entire country Sen John Fetterman PA Gov Josh Stein NC Gov Josh Shapiro PA Rep Richie Torres NY Rep Jake Auchincloss MA Rep Henry Cueller TX Rep Jared Golden ME Rep Jared Moskowitz FL Rep Dan Goldman NY Rep Josh Gottheimer NJ
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G@UrInsideMan·
@JewishMcCaffrey Just need him to be full strength for week 15 against Miami.
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Jewish McCaffrey
Jewish McCaffrey@JewishMcCaffrey·
I have a lot of Josh Jacobs because of workhorse role and the offense should be solid, but I’d be lying if I said I wasn’t still concerned he’s dangerously close to being washed and injuries have really taken a toll. Life as an RB comes at you fast and he’s taken a beating.
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G@UrInsideMan·
@BoringBiz_ There's a reason why a lot of the greats played poker, bridge, solo sports, etc. There's nothing that teaches temperament quite like a game where you can lose to yourself (tennis) or do everything right and still lose (poker), etc.
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Boring_Business
Boring_Business@BoringBiz_·
If you want to be a better investor, learn patience and temperament. Not excel and powerpoint That is the biggest problem I see with hedge fund hiring nowadays. Most top hedge funds are picking out kids who have gone through two years of banking and private equity These kids are all obviously very intelligent and know how to work hard. But reality is that you cannot teach the core skills required to be an investor by pushing out 80 page powerpoint decks at midnight Being a good investor is a very different skill from being an excel monkey who can churn out LBO models in under an hour Going to be even more true in the age of AI
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G@UrInsideMan·
so $TE is the next $BE? Is that what King Leopold is telling us?
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