Optimism. Humility. Paranoia. Frugality.
United States
Joined September 2010
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The most important skill in life is retardmaxxing.
Many have been practicing it for years and know it to be the way. Thanks to this dude @ElishaDLong, we finally have a catchy name for it.
Retardmaxxing basically means you want to take action to solve your problems without overthinking. That's because ruminating and introspecting lead to negative energy, loss of momentum, overcomplicating tasks and relationships, and, over time, turn you into a whiny little bitch who constantly blames themselves and others.
You are the only person responsible for and capable of solving your own problems, even if you didn't cause them in the first place. Sometimes you are just dealt a shitty hand.
Your emotions don't solve your problems -- they only make them worse. The world is a messy place. Everyone is busy dealing with their own problems and has no time to babysit your emotions. The key point here is that YOU should not waste time babysitting your emotions either -- especially you, the only person who's supposed to use that time and energy to deal with your problems.
Un-bitch yourself and start retardmaxxing today.
#retardmaxxing @pmarca @ElishaDLong
Steve retweeted
United CEO Scott Kirby joins @benthompson and me to break down the airline business: justifying big capex, how they do route planning, what other CEOs screw up, the Starlink decision, why everyone misunderstands the credit card economics, and lots more.
Steve retweeted
Honestly, stop all unrealistic hope or wishful thinking, be humble and spend some times to learn about $SPCX if you are serious about investing. Otherwise you will miss a lot of upsides while waiting. Spend a good 1 hour to watch this SpaceX CFO @BretWJ interview, I promise you will get a lot of alpha out of it.
youtube.com/live/PNa1bjvPYX8…
这几年我常和朋友们说，长期投资应该是简单的，不应该很花时间、也不应该太烧脑。什么叫简单呢？大概就是：
1）别因为一个逻辑很浅显就不愿意相信它。也别尝试把简单逻辑复杂化，好像不够复杂的东西就不值钱似的。越大的机会，逻辑往往越浅显，摆在明面上，愿意去看见的人都能看见。在长线投资里，往往“人傻”才能“钱多”。财经媒体上听着特聪明的往往是流量经济从业者。我认识的成功长线投资者很多都是闷嘴儿葫芦 -- 不爱说、说也说不精彩，但产业大局看的清楚、坚定。
2）投资不是运营，投资者不是 operator。选定这个时代vision和execution都最牛的 operator，在最高战略层面把他听懂、和他对齐，后面就是让他和他的团队为你打工。要给足他信任和时间，别三天两头瞎操心运营层的种种。如果你选对了operator，那他对技术、对战略、对执行的认知一定是远超其他operator。那么作为一个看台上的投资者，你怎么可能完全看懂、理解他的每一个动作呢？商业决策上你都不可能全部理解，更不要说技术和运营细节了。该放就放 -- 因为放不下，你就会拿不住。看错了，你损失100%；看对了，但瞎操心导致拿不住，你的损失可能是10000%。
3）基本的财务框架要有，TAM、revenue这些重要数字在数量级上要有正确的拿捏。但不要埋头算小账、短期账。荒漠变莽林的跃迁时刻，别把精力花在预测第一棵树能结几粒果子上。对长期发展最正确的决策，对短期财务的影响往往是负面的。你作为长线投资者去投最牛的operator，其实就是投他做这类决策的能力。算远期大帐，忽略短期小帐。
Steve retweeted
Correct.
Using Starlink, a civilian commercial service, for offensive drone strikes to kill people has never been allowed, nor should it be.
Starshield, a different system, is controlled by the US government. What they decide to do is up to them.
Ukraine military violated Starlink terms of service and used it for offensive drone strikes to kill people. That loophole was closed last week.
Starlink remains critical to the defense of Ukraine, as it is the only system that cannot be jammed or blown up, at least for now. Were Starlink to be turned off, the Ukrainian front line would collapse immediately. This is NOT a threat, it is simply a statement of fact.
Starlink was also crucial to preventing Russia from overrunning Ukraine in the early days of the war, as all other means of communication were destroyed or jammed by Russia.
SpaceX has done more to defend Ukraine than any private company on Earth BY FAR.
That said, I have nothing but UTTER CONTEMPT for the virtue-signaling evil warmongers who push for endless slaughter and offer no realistic solution to the conflict. May you burn in hell.
End of story.
Steve retweeted
Let me summarize: EVERY child under 18 direct owners in our best companies compounding for life. Real ownership not dependency. A new American birthright forevermore of $1000 in a free, lifetime investment acct. That’s it.
Keep donating to charities. Keep paying taxes. Keep our sacred promise to social security. But only real ownership can unlock the full human potential of all families & close the wealth gap.
Yes this will be a huge new employer benefits for 1000s of companies giving to kids of employees. Yes moms & dads & friends are already depositing 100s of millions small dollars at a time. Yes philanthropists love the idea of direct giving to America’s kids - full transparency, accountability, & high ROI.
As Geoffrey Canada said to me last week - in 50 yrs of fighting poverty, kids are still poor. This is the FIRST thing I have ever seen that will change that forever.
This has huge bi-partisan support. But kids are not Rs or Ds. They just want to live the American Dream. Invest America / 530A @TrumpAccounts will help them do just that! Claim your kids open & funded account today. 🇺🇸🤍🚀
apps.apple.com/us/app/trump-…
The amount of $SPCX alpha hidden in plain sight is crazy. I've never seen anything like this in my ~14 years of investing in Elon… Like, he and the team are spoon-feeding large amounts of very detailed, precise projections via earnings calls and interviews — datapoints even junior analysts know how to insert into their spreadsheets. Yet institutional investors are both super under-allocated and not paying attention. No investment advice, obviously, but I gotta say all you need to do to capture this alpha is pay a little attention to what they are telling you in plain English and have a little patience for the market to re-rate it after the lockup (which is largely behind us). A good investment should be easy — and this will be yet another case study to prove just that.
“When you want to help people, you tell them the truth. When you want to help yourself, you tell them what they want to hear.”
― Thomas Sowell
Steve retweeted
Elon Musk just called James Talarico a creep and told Texans to vote Ken Paxton.
His words: Talarico would vote to take away your kids and transition them, not just in Texas, but nationwide.
Talarico has said God is non binary.
Early voting is open RIGHT NOW in Texas.
Do not sit this one out.
Vote Ken Paxton. Keep Texas red.
Steve retweeted
We're at the cusp of seeing the first $10 trillion company.
My full thoughts on @SpaceX earnings call with @SquawkStreet.
Steve retweeted
I personally think @elonmusk delivered the best earnings call ever today!
$SPCX COO @Gwynne_Shotwell provided extremely detailed information on all business lines.
CFO @BretWJ clearly outlined the capital spending efficiency plans and even issued 2027 Q1 guidance. This gave investors a lot of confidence.
Seriously, I am so impressed 💪🏻
Steve retweeted
Yesterday Elon Musk posted that he sees a path to SpaceX $SPCX being worth orders of magnitude more than the current Earth economy. That’s the second time in over 13 years of following him that I’ve seen him this confident.
The first was January 28, 2020, when he tweeted ‘Chairs are underappreciated’ — and I replied that I was a long-term Tesla chair holder. Tesla was around $30. It went on to hit $400+ by late 2021.
Of course, past history doesn’t guarantee the future. But I think this is an interesting point worth investors’ attention, especially for $SPCX investors.
Steve retweeted
Elon nailed the double standard.
If we shipped 100,000 Americans to Greenland, elected an American prime minister, and voted the place into the U.S., the left would lose their minds. Do that to Europe through mass immigration and they call it progress.
Same playbook here. Import the votes. Change the country. Then act shocked when the natives notice.
Europe is the warning. November is the off-ramp.
Vote Republican. 🇺🇸🇺🇸🇺🇸
Steve retweeted
I suffer from a rare condition where I keep thinking people will change their minds when presented with facts.
