Just Another Pod Guy
@TMTLongShort
Economic Blitzkrieg. I never said it was a good bet, just a complex bet. TMT L/S by day. Will say retarded shit occasionally. Deeply unserious person. 🫡
I’ll spell it out explicitly one last time. Everyone thinks Trump wants balanced trade. He does not. He wants to force allies to stop trading with China. Completely. Zero inbound supply. Because it’s not just because of American jobs. It’s a proactive move to slow down…
First major position of my buyside career was in FB two years prior to the IPO. We had no idea what revenue would look like even three years out and was entirely based on eyeballs and under-monetization. Every single position since then has involved at least 10x more due…
share a piece of investing lore about yourself
spreading rumors that I'm physically abusive on Tea so I can finally catch a date
spreading rumors that I'm physically abusive on Tea so I can finally catch a date
Should have demoed this with the personality of a Latina housewife instead of an over-caffeinated Waffle House employee
🚀🔥 The Unitree R1 just landed — and it's an absolute monster. Built for locomotion supremacy, it packs 26 DOFs into just 25kg of pure speed and agility — all for ~$6K, nearly 10× cheaper than the G1 🤯 Looks? Straight out of a sci-fi film, just like a space explorer 🧑🚀 We’re…
we discovered alien intelligence in sand and like 1% of the world cares lol
You’re telling me rich people are spending their money on art and shit when you can buy a personal fighter jet?
🚨 EPIC! Jared Isaacman, who was Trump’s initial pick for NASA Administrator, just took Secretary Duffy up in one of his personal fighter jets There’s still time to re-nominate @rookisaacman as NASA Administrator!
my wife told the "tea" app that i didnt do the dishes even though it was my turn on the chore chart and now a bunch of 5's are saying i should kill my self
I’ve watched this “Trump Powell” interaction 10 times and am 90% sure it is AI generated.
The gender wars are accelerating & touching grass won’t insulate you from the downstream effects this will have on society & politics.
Introducing BoxScore, a man-only app where users anonymously share info and warnings about women to spot red flags and get feedback.
The end of Pax Americana means a lot of simmering conflicts will flare up until a new equilibrium is reached x.com/1444_kris/stat…
Feels like the multipolar world enjoyers are going to regret the end of Pax Americana
I now get all my dental work done in LATAM 😂
We've sold about 10 buildings for a dental operator that is generating enough arbitrage on his acquisitions day 1 that he's basically buying practices at a 75% discount to his competitors. He has 30 locations now and will probably have a 9 figure practice exit in the next 5…
I wake every morning and grind in the hopes of being 5% as gangster as Nate one day 💪
I am Nate Anderson, the founder of Hindenburg Research referenced repeatedly in this bizarre and fantastical interview. During my career, I helped expose numerous financial scams, including over a dozen Ponzi schemes and numerous instances of public companies lying to and…
Uh so I might know like a whole bunch of talented analysts looking for new homes. Multiple geographic areas. Generalists. DM if you are looking for talent / know anyone who is.
I didn't know that ByteDance is a U.S.-based customer. Thanks, Nvidia — I'm always keen to learn new things
Highly recommend giving this podcast a listen Seth Klarman, one of the most legendary value investors, dives into his investment philosophy Great discussion around fundamental analysis, bargain hunting in public markets, distressed investing and portfolio management
What had changed is not that China is getting more aggressive around its hacking and espionage efforts. It’s that you are suddenly hearing about it far more frequently. This is reflects the admins desire to shape public perception and support. You do this more aggressively…
1) Microsoft discovers SharePoint vulnerability at a hacking competition in May 2) Patch meant to fix the issue doesn’t work 3) US Nuclear Weapons program compromised in July Nice