Ryan
@ryQuant
“Volatility is the only asset class.” - Christopher Cole
At Rutgers, one of the rare classes that every undergrad student has to take, regardless of major, is Expository Writing. The non-writing types hate this class. In this class, we would take two Malcolm Gladwell style pieces of literature, and then write a paper to make some type…
Agreed on the top point that it’s mostly noise, but we end up bumping into life changing people so net:net it’s all good. Also, agreed on the right screenshot. The prefs dividends will be paid for with class A $MSTR ATM and, I think that’s the best business on Earth.
Of course, no word here. And there will be no word from @_Checkmatey_ on this topic either.
Not to worry, I’ll just talk about you tomorrow on my live stream. I won’t showcase you, I’ll just say that you @_Checkmatey_ are one of the many people who will say words, but never allow their words to be challenged in live debate.
People who are optimizing their limited time on earth for success on social media are absolute losers.
I might start a solo live stream tomorrow to disrupt Saturday night TV. Mostly $MSTR, some macro/politics, some highlighting the bear case of $TSLA, some perceived comedy baked in throughout.
100% And the people you remember aren’t the “like and subscribe” crowd who’s always grifting on something. It’s the curious people who just want to learn more. Christopher Cole disappeared years ago, and I will continue to quote him until I disappear.
I have such little respect for the “big accounts” of fintwit and bitcoin twitter, relative to the incredible insight that comes from the small anonymous accounts. They hold the line between X turning into LinkedIn. 🫡
Oh right, because the debt structures are the same and the impact on the economy is the same right? (MC/GDP) “This time it’s different.” *Every* time is different. The differences are obvious, it’s a choice for you specifically, @_Checkmatey_ to ignore them.
Standard Oil Carnegie Steel Berkshire Hathaway Microsoft Apple Nvidia Strategy my #Mag7
That might as well be ancient history for these people. Friendly reminder that $MSTR is a growth company and knit-picking short term KPIs is not in the best interest of a dominant monopoly. GROWTH is the focus.
The CT is an absolute machine and work of art at the same time. IMO it’s the best production vehicle on the road. I would have paid double for it, no problem. That doesn’t mean the stock should trade at ~160x PE with declining margins and sales and a distracted CEO.
noooo but the robots & rockets & mars & manufacturing and noooo its no issue that my CEO wants to create a US political party and crush his customer base or has an "epstein unwind" with potus, or tweeting non-stop all day, and it's a 20 trillion valuation noooo $MSTR