Village idiot. Risk premia + trades with answers to "why me, why now". Tweets/opinions are someone else's financial advice.
Norway
Joined April 2011
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Someone should have done this with Oslo shitcos as well. There were a lot of sinners ~1-2 years back (still is, but better)
youtu.be/bCTRq00s31U?si=iY3D…
Over the last week I built a bottoms up SpaceX financial model through the end of 2028
The numbers that came out are insane
There are wide error bars given how quickly things are changing but I wanted to distill something complicated into something that can at least be debated
* This is not investment advice!!!
** Sequoia is a major SpaceX shareholder
*** Past performance is not indicative of future results
oh fuck off Sam WEF Schwab
Anon Risk Addict retweeted
Buffett: A CEO calls and says he has a great deal for you and all you wanted was a 6% discount to last trade?
Abel: It was a chance to invest in a company you said we missed
Munger: The miss was in 2003
Abel: The bankers all said we got it cheap to where would could buy it
Buffett: Wait, your tipping point was banker praise?
Abel: They congratulated me on the deal
Munger: Did you get a deal toy?
Buffett: What else are we doing because “the bankers” said so
Abel: I think you are both over reacting. Its one trade
Buffett: You just pissed away 20% of our profits from Japanese trading houses
Munger: Maybe he doesn’t like sushi
Abel: David Sokol said he loved our trade and owns in his PA
No idea if the offshore thesis is going to work out (if I had to - would rather be long than short). But people really need to stop saying retarded shit like it looking a lot like oil tankers in spring 2025. Tankers went crazy due to Trump/Iran, not your PPT showing 2% orderbook
Not sure if this tweet relates to frontier LLMs or Reese's. Anyways.
«Russians largely respect Putin. The Iranians largely respect the ayatollah»
This quoted post is unavailable.
👀
Day 25/
We are doubling all usage limits for all Pro 100/200/500 tiers and Business Premium, effective today.
We heard your kind feedback and won’t be reducing usage limits for Pro 200, so your Work and Codex usage will stay the same. We’re also going to continue offering extended limits for dots for now, and usage of your dot will still continue to be separate from your default usage.
And we'll of course also keep shipping better models and other efficiency improvements that increase your effective usage over time.
🎯
We have a DISAGREEMENT.
Prediction markets and Brazil experts are not aligned.
Experts like Lula. Markets like Bolsonaro.
@irbezek: It’s “at least 50-50. And I would say personally that Lula is favored.”
@gnribeiro: Bolsonaro “has massive fragilities around his image,” including corruption scandals.
Who's wrong?
Anon Risk Addict retweeted
Im trying to understand why Brazils largest laser hair removal company is down 30% today
Has the Brazilian bikini wax gone out of style?
Has the hair stopped growing?
Is Lula bringing back the bush?
These are the important questions Brazilian investors should be asking today
Been (somewhat) following BR politics as I care about valuations and interest rates due to Bemobi exposure. Don't really have strong opinion on "what's best for Brazil", but the passion (on both sides) sure is something..
Anon Risk Addict retweeted
I just don’t think anyone realizes how important school conditions in France are to college age adults in Barcelona
Anon Risk Addict retweeted
Uber CEO: How can we increase our revenues?
McKinsey consultant: Imagine Uber but no car
Anon Risk Addict retweeted
🟡 *Sobre o EWZ:*
*Os clientes institucionais da Citadel negociaram hoje ~600 mil opções de EWZ, cerca de 1/4 de todo o mercado listado:*
* São mais de 5 calls para cada put. No prêmio, a proporção chega a 10 para 1
* O EWZ foi o papel nº 1 da mesa deles em 11 dos 15 pregões desde o 1º turno
* O volume no complexo Brasil (EWZ, XP, PBR, NU) está 8x acima do ritmo pré-campanha
