The differences are not marginal -- they are in the order of magnitude range
Something's gotta give
www.caixinglobal.com/2024-11-21/i...
23.11.2024 12:56
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The differences are not marginal -- they are in the order of magnitude range
Something's gotta give
www.caixinglobal.com/2024-11-21/i...
Jellycat has 30% net profit margins and is growing revenue close to 40%
Rule of 70
#Betterthansaas
Securitizing private credit to increase demand and overall system leverage
Mortgage CDOs but for private credit on the horizon
Life is a circle
$ARES $APO $OWL
Congrats to the team
Looking forward to seeing more of the Twitter functions here soon! $tickers, notifications etc.
@krishnan.bsky.social
techcrunch.com/2024/11/19/b...
Post this on Twitter and immediately got a notification that my blue check was under review
Why do you think that?
The Musk ecosystem is going to print $$$
Elon can literally push whatever agenda he wants
Probably 1 of the surest things over the next 4 yrs
Not even Murdoch/Sulzberger could push their own views & interests unchecked through their own media at this scale
The Musk ecosystem will win big
The market knows to BTFD when there’s war mongering
A picture is worth 1000 words
When will saylor reach 100bn
When will musk reach 1 trillion
Great reporting from @nicktimiraos.bsky.social
www.wsj.com/economy/infl...
Capping credit card interest rates should be a boon to fintech loan origination platforms
Fed put becomes the Trump put
Regulatory capture is almost fully secured, imagine if they eventually come out with rules that advantage camera-based systems
Musk will write the rules himself
$TSLA
www.bloomberg.com/news/article...
The VC/growth guys' all-in bet on Elon over the last 10 years is going to pay off huge over the next 4 years
Being close to a massively successful serial entrepreneur who can build multiple multi deca/centi-billion businesses is as close to a high hit rate/repeatable process as you get in VC
$APP Applovin was trading at less than 10x P/E at the beginning of this year
Value investing still works.
Where is the next invisible asymptote
The delta in EV sales will only get bigger after the cut in US subsidies
"ALP will provide customers with three nicotine strengths: 3mg, 6mg, and a robust 9mg — notably 33% stronger than ZYN's strongest option"
www.northerner.com/us/the-north...
$TPB
Private credit is a derivative example of counterpositioning.
Traditional bank loans have been structurally limited due post-GFC regs on bank's B/S. Thus, banks in agg turn away more of the incremental loan demand, which then flow to private credit
www.youtube.com/watch?v=yOoJ...
$ARES, $APO
DGX B200 systems likely to be priced at $500k, a 40% uplift vs. DGX H100 systems
$NVDA
curious, is bluesky your main platform now? what was your reason for leaving x?
"Insiders are selling at $NVDA"
They've also been selling for years...
CPU and GPU roadmaps
$NVDA Grace Hopper vs. AMD MI300
H/t BAML
