DragonflyValue
@DragonflyValue
L/S Equity HF. Look on my Works, ye Mighty, and despair!
1st year on FinTwit: Performance YTD: ~74.5% Active share: 1%[short $AAL calls] Avg. allocation[roughly] 70% long[w. Margin], 15% short, 20% net cash[Too much Realvision 😅] Positions: 46[Should be half that] Alright, but was really lucky. Would like to be better next yr.
The Bank Of America associate that died was former special operator Leo Lukenas. Leo is a former Green Beret and left behind a young family. If you can, please help support Leo's family, link to follow. If we can raise 500k for the young men that held the flag, we sure as…
Major new study finds that 4-day workweek (with no reduction in pay) leads to: --> higher productivity --> more revenue --> Less stress, fewer feelings of burnout, and improved overall health and well-being.
These are from an article about the book, summarising the points and showing how big. Of a difference "luck" mindset makes I will absolutely always aggressively shill this idea because I think it's been one of the most influential ideas in my life
huh I hadn't considered this framing cf @visakanv "games are fun because they do the project management for you, which is the hardest part"
Never underestimate how productive you can become just by eliminating uncertainty and knowing exactly what you need to do.
NEW: There’s been a lot of discussion lately about rising graduate unemployment. I dug a little closer and a striking story emerged: Unemployment is climbing among young graduate *men*, but college-educated young women are generally doing okay.
A GENTLEMAN’S PRIMER ON SHORTING INSOLVENT SHITCOS So you’ve found a ShitCo. It’s such an ugly zombie it couldn’t be an extra in season 19 of The Walking Dead But it’s still got a $185m cap And you want to be the one to mung the last rancid, putrefying drops out of that corpse
The amount of comments I get on these makes me think it's not the top
Serious q To all the semi analysts / ppl who are long $NVDA $AVGO $AMD $TSM etc etc Are you all actually forecasting 30%+ topline revenue growth for GPU capex spend/buildout for the next decade/cycle It just seems ludicrous that corporates would be spending this much @ once
Introducing Shortcut — the first superhuman Excel agent. Shortcut one-shots most knowledge work tasks on Excel. It even scores >80% on Excel World Championship Cases in ~10 minutes. That's 10x faster than humans. Our early preview is live. Just comment for an invite code.
anything that is motivational but where you took no immediate action is brainrot in disguise strong feelings of motivation are extremely dangerous because they trick you into thinking that there is a potential permanent state of motivation somewhere. there is not
One of the biggest lessons I've learned over my short career in public markets: Your calibration of risk appetite and market sentiment is perhaps the number 1 driver of your returns. At the end of the day, this single lever determines basically all your decisions
08 started as some highly levered, irresponsible borrowers and couple lenders going into trouble. 20 started as some people in China with bad case of the flu I'm not saying we're gonna see something similar, since the path is more reversible here, but it sure has the potential
The year is 2035 AI robots have killed 90% of humanity The only 2 co's left are Marvell + AICHIP Mfg Co China Half of mankind just lost 40% of net worth worth as MRVL confirmed telepathically it lost Trainium v42 to AICHIP The other half made 10% on AICHIP bet, it was “priced in”
Watch this in action now. Amazing what modern tech can do. This is actually AI applied in real life
The really weird part about VC is that the feedback cycles are so long that people can build up reputation as being a popular or even good VC without actually having made any investments that return capital for the fund
Introducing Meta Segment Anything Model 2 (SAM 2) — the first unified model for real-time, promptable object segmentation in images & videos. SAM 2 is available today under Apache 2.0 so that anyone can use it to build their own experiences Details ➡️ go.fb.me/p749s5
Ngl, this is a banger "As an AI Language Model (I Can't Do That)" from @udiomusic
Here is the soundtrack to this epic story we're all following right now