Poor Charlie Capital retweeted
Hard to blame midlevel Private Equity professionals for wanting to dip.
Carry is hogged by the Seniors!
Poor Charlie Capital retweeted
Replying to @HighyieldHarry
Best deals always have well aligned incentives with management and employees.
Poor Charlie Capital retweeted
Replying to @michaeljburry
Imagine seeing you’re on the same side of a trade as Ben Affleck and going “yep, this guy get is.”
Poor Charlie Capital retweeted
I think we will look back on this interview as an inflection point that saved us from repeating a .com like bubble.
Poor Charlie Capital retweeted
"Microsoft Scales Back AI Goals Because Almost Nobody Is Using Copilot"
extremetech.com/computing/mi…
Poor Charlie Capital retweeted
Live shot of value guys trying outperform the market by purchasing capital intensive cyclical shitcos.
This is absolutely a material event that requires an 8-K filing @nvidia @michaeljburry
This is the memo that Nvidia sent to sell-side analysts.
The original version was blurry, so I have transcribed it and posted it on my Substack.
My thanks to Bernstein for making the memo publicly available, which helps improve transparency.
open.substack.com/pub/boonte…
Poor Charlie Capital retweeted
$GOOGL Waymo says it’s now beginning to offer fully autonomous freeway rides across San Francisco, Los Angeles & Phoenix 👀
Poor Charlie Capital retweeted
“If the road to AGI continues to be exceptionally capital intensive, nobody is better positioned than Alphabet” @borrowed_ideas
Poor Charlie Capital retweeted
Waymo’s Co-CEO thinks Tesla hasn’t earned the right to make the roads safer, because she thinks Tesla lacks transparency.
“If you’re gonna put vehicles on the road, without a driver behind the wheel, and you’re gonna have someone in another room observing the fleet who can take over the vehicles— it is incumbent upon you to be transparent about what’s happening. If you’re not being transparent, it is my view that you are not doing what’s necessary in order to earn the right to make the roads safer.”
Interviewer: “So based on that definition is Tesla doing the work, is it transparent enough”
Waymo Co-CEO: “What do you think?”
Poor Charlie Capital retweeted
The full stack wave is coming! $GOOG is going to be the most valuable company on earth within 2 years.
Poor Charlie Capital retweeted
How much did @stoolpresidente pay Bryce Underwood lol? This kid sucks.
Poor Charlie Capital retweeted
81% of NVIDIA's revenue comes from 6 customers. More than a third comes from just two customers.
QXO ($QXO)
· Highly fragmented industry and visionary leader with a strong track record of M&A and building shareholder value.
· Leading tech-enabled building products distributor
· Strong alignment of interests between Founder/CEO and management team, which own nearly 50% of the shares outstanding.
Apollo ($APO)
· Top brand which stands to benefit from secular growth of allocation to Alternatives in non-institutional accounts (currently 2% vs. 30-40% institutional allocation).
· Expanding fundraising contributions from wealth vehicles, third-party insurance, and hybrid products.
· 15-20% FRE growth in the coming years, with reasonable valuation multiple, boosted by underappreciated business model via Athene.



















