Partner at Smith Point Capital
Old Greenwich, CT
Joined December 2014
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Chris Lytle retweeted
My bet is that orbital datacenters are a small niche and that the forecasts are obvious nonsense
It’s a multi-variable problem not just energy. And space compute fails on most of the other variables
linkedin.com/posts/deanbuble…
Blog: The Rise of the Wireless Cloud: How DISH Wireless and Macrometa’s collaboration will make the 5G wireless network and edge powerful macrometa.com/blog/dish-wire…
Chris Lytle retweeted
The S&P 500 bear market hit down 25% last week.
Looking at the six previous bears to do that, a year later stocks gained more than a 26% median return.
Bottoms tend to happen quickly, unless they don't. Average days to bottom? 125 days. Median? 37 days.
Chris Lytle retweeted
Ha that was pretty good. Now let me go scratch your name off the Christmas card list while I’m waiting for my grill to reach temp. 😉
Half of all OTT subs get local channels through off air antenna; when will people start discounting threat to hugely profitable retrans nitter.gq/RichBTIG/status/996135…
#Awkward -- when you shift to ad-free Netflix but still have to pitch your old shows to advertisers at the @FoxTV #Upfronts2018
100k subs in 6-9 months. Not terribly dissimilar to NA ramp. L America will have 1mm plus subs at end of day
Not true at all. Brazil ARPU outside densely populated cities with LTE coverage paying SATS $60-70 for B.B. nitter.gq/TMFAssociates/status/9…
Chris Lytle retweeted
basically take everything Shammo said (no unlimited data, go90, no need for spectrum, etc.) and throw it out window...big shocker!
So mush faith in FCC after another ext for WCS all because of Trump? Build out requirements defined enough already. Screwing Charlie n...
"all you have to say" report was out last week; amazing "investors" willing to pay 2&20 for that; was our gift! nitter.gq/KerrisdaleCap/status/7…
We are indeed short $DISH. We haven't chosen to discuss it publicly yet. When we do, we'll have a lot to say.