@tom_grlla

I love you ... but you are not serious people.

 LDN
Joined June 2009
  • Tweets4.9K
  • Following741
  • Followers342
169Media
"There is something about Twitter which erodes nuance, encourages self-righteousness, and removes inhibition... it’s a good idea not to tweet anything that you wouldn’t say to the person’s face."
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Nobody Special
@JG_NukeOct 17
Coreweave CEO Michael Intrator says the market is acting irrationally by selling his stock. A run through SEC filings reveals Michael Intrator has been “acting irrationally” as well, selling $907 million worth of $CRWV shares this year alone. His cofounders Brian Venturo and Brannin Mcbee have also been acting irrationally. The trio has sold a combined $3.3 billion of stock since the IPO. Venturo is the second biggest insider seller of any American company this year. Their benefactors at Magnetar Capital have also been acting irrationally. They have sold more than $5.5 Billion of Coreweave stock since the IPO. A lot of people seem to be acting very irrationally.
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aurelius
@aurelius28Oct 14
your monthly reminder that economists making $500k a year a pretty bad at their jobs ☠️
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Tired of all these crap takes on 'assistants' finding all your unwanted subscriptions. Sure, great, but it's a one-off. Not exactly life-changing productivity improvement. I'm here all week, try the veal.
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Pre-AI era human written literature is now the new low background steel of the 21st century, uncontaminated by LLMs
Paul Novosad
@paulnovosadOct 12
Literature was going to have a rough road regardless, but the epistemic ability of the people in charge here all but guarantees that it is finished as a human endeavour. There is only one way to read fiction by humans—find stuff published before 2024. theatlantic.com/books/2026/1…
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Arnold Schwarzenegger's No Complaining Rule: “No complaining about a situation unless you're prepared to do something to make it better. If you see a problem and you don't come to the table with a potential solution, I don't want to hear your whining about how bad it is. It couldn't be that bad if it hasn't motivated you to try to fix it.”
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Christian@NemCapSEOct 9
L E G E N D
Irving Kahn@IrvingsInvestOct 9
Lyckades förhandla in Warren som mellannamn på vår förstfödde son. Frugan fick förnamnet, barnvagn för 20 lax, barnrummet, alla kläder, dopet och i princip allt annat som går att förhandla om. Pris är vad du betalar, värde är vad du får 😎
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Livestreaming executions.
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Ole@olensrudAug 28
"impossible to beat the index" "EU regulates, US innovates" "emerging markets uninvestable" "small caps dead" "value investing dead" The irony in investing is that the more people agree on something, the less likely it is to deliver the same returns going forward
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Will be reflecting on this. Very different, I think, depending if you view it as an investor's portfolio & as a PM's. The long-term investor has probably still outperformed & should be fine in 5-10 years (but perhaps not...?). PM - problematic...
Will Biddy
@WillBiddy_Oct 5
I mean just a terrible year for Dev Kantesaria... $FICO -60% YTD🔴 $SPGI -16% YTD🔴 $MCO -11% YTD🔴 $MA -2% YTD🔴 $ASML +58% YTD🟢 $V +4% YTD🟢 $INTU -55% YTD🔴 Meanwhile $SPY +13%🟢 These are times that separate good investors from great investors. Really intrigued to see how Dev manages this moving forward!
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Evan Tindell
@evantindellOct 2
My ChatGPT dot just asked if it was allowed to solve a CAPTCHA to continue its task. Mr. Dot, then question is CAN you solve it?? Apparently, it can.
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My natural inclination is to take this as obviously bearish, but to try & think outside the box, it may reflect the dynamism of the US stockmarket right now through technology.
Tobias Carlisle
@GreenbackdOct 1
S&P 500 dividend lield lowest in history (back to 1860)
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Congrats to @alluvialcapital for this. One of the real good guys. Slightly gutted that I've never been able to buy this - think it must be a non-US thing, as other OTC stuff is OK.
Turtle Bay
@turtlebay_ioSep 30
I never expected to see distributions from EACO. But thanks to @alluvialcapital, this morning I received a payout equal to almost half my basis. More importantly, the company now has stronger protections for minority owners. Thanks for standing up for all shareholders, Dave!
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$RWWI divi yield could be pretty crazy.
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Kairos@KairosPraxisSep 18
Welcome to the future!
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Me talking to $QURE holders about my $FICO postion today.
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Schools, hospitals, infrastructure?
Dal Riata Capital@ReganCodaSep 29
Maybe it's just a sign of our affluence and technological sophistication but the fact that so much brain power and money is being spent trying to 'solve' such meaningless problems as restaurant reservations is depressing. We used to send people to the moon.
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Very 2026.
Irrational Analysis
@insane_analystSep 26
Replying to @citrini
Would you prefer a single name or a diversified basket of 100 dentists?
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Unreal that anyone believes stories about Iran 'progress' any more after all the spin. Maybe I'll miss out one time, but it's not over until something's signed (& even then, either side could easily change their mind shortly afterwards).
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I am aware that this pretty much guarantees that this will be the end of the war...
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