SuspendedCap
@ContrarianCurse
Global LO PM || Head of the Semicap cult
Hard to pin exactly where, but you will start to see big, lumpy AI driven value pop up in the next 18-24 months. I think one of the most obvious is $APP. Basically they made an Algo that turned on a 70% EBITDA margin 40% growth geyser. You will see some insurer rip out their…
The thing you gotta understand about our reality and society vs 10 years ago is that this registers around a 3/10 on the shock scale. 20 years ago this would've been wall to wall The Nelk boys just interviewed Netanyahu for fuck sakes x.com/ShutupRuss/sta…
This is like LeBron breaking down basketball
Someone gunna put their fist through a Sweet Green salad today
Here is that set of names today EW. Easy peasy x.com/ContrarianCurs…
Every sector has a beta hierarchy. Without ever looking at an individual name you could outpeform by knowing it and trying to match what end of the scale you are on against a top-down view for the highest % of time possible. For example: Highest/Lowest Comm Services: Mid Cap…
x.com/ContrarianCurs…
Basically all things housing are hated. Building materials, the builders themselves, origination, everything. Rates consensus moving higher. Affordability awful. All for good reason. Which means.....
Junior that I don’t love is working from home a good amount. Is allowed by the firm.. but hit me with the car trouble this morning Ill say 50/50 he’s being poached by the guy that left
Biggest source of alpha for the mega caps is the market constantly underestimating just how long growth could go on for
Self proclaimed underrated tweet. Memes are bending reality x.com/ContrarianCurs…
Social media directs attention via algos = attention = flows into assets = stock goes up = real world fundraising = real world deployment and products = which justifies the price level This is a reflexive capital loop. Social media virality is directly affecting reality.
I got major respect for business owners. I could not imagine day-to-day intentionally bending people to an end goal. Fucking hard. I would much rather bet on the letters that represent that struggle for 75% of the reward and a fraction of the downside
$RKT tbh this is probably moving because of $OPEN hahaha
A sort of knock on of the prevalent gambling that is going on is almost any good can become a speculative asset if it has clear criteria and range of scarcity, and there is enough liquidity that people can exchange and crystalize values easily Funko pops, Pokemon cards, Jordan…
For the sake of humanity I really hope we can't look at our smartphones any more than we already are
The spotlight can hurt you. And how it gets casted upon a company really doesn't matter. TD got in trouble for some egregious stuff.. but I'm pretty sure you would've found the same shit at every Canadian bank. The spotlight got put on them due to an attempted transaction. UNH…
One of the common arguments for immigration is "who is going to work at xyz restaurant" Which is wrong in many ways but namely 1) I hope we aren't specifically bringing people in to work shitty jobs 2) what was going on when we didn't have so much immigration? Do you remember in…
The funny thing that the personal finance gurus say about housing “don’t make yourself house poor” Yea, well what if people would rather be tight instead of living around hobgoblin ass people with fucked up yards
Spotify really needs to make a toggle for kids music not to affect the rest of your algorithm. This seems very obvious