Uncalled Capital Mgmt

Crossover PM (Large caps, RE, VC) | mk ultra did this to me | formatting excel sheets as a past time

[Uncalled Capital Mgmt @0xnucore]

@BigJohn043 John's take on SEC school power rankings is exactly what I needed this afternoon

[Uncalled Capital Mgmt @0xnucore]

@WhiteHouse Wow, based

[Templarpilled @Templarpilled]

Satan had his CAREER ENDED after getting BRUTALLY FRAME-MOGGED by Saint Michael for trying to LARPMAXX and staging REBELLIONSLOP against God

[Uncalled Capital Mgmt @0xnucore]

@ContrarianCurse Basically you need to underwrite what % of current users will not churn in the next 3 years because of high-drag corp. spend controls & approval policies. Then add price increases. Net net, not a great story

[Uncalled Capital Mgmt @0xnucore]

@ContrarianCurse When you integrate a physical copilot / AI button into hardware, at least make sure the software layer has utility... MSFT is lagging bad bad

[‎Wojak Codes @wojakcodes]

“Until death, all defeat is psychological”

[Uncalled Capital Mgmt @0xnucore]

@irefractu @0xKNL__ better

[Uncalled Capital Mgmt @0xnucore]

@Restructuring__ After sitting through the IC’s / boards having exit conversations for PE portco’s - I strongly agree

Now that I increasingly spend time in publics, i stay tf away from these ops

Still quality sponsors out there, buyer beware

[Uncalled Capital Mgmt @0xnucore]

@Citrini7 Whats the % cash? And how many multiples is Social Capital returning on this?

[Uncalled Capital Mgmt @0xnucore]

@austin_lebahn @BoringBiz_ Are VC asset values supposed to reflect FCF generation capabilities? even in public markets, mults dont reflect this

Get your point on retrading the assets once more eyeballs are on them

But this narrative / comparison to FCF-yielding PE assets is misguided

[Uncalled Capital Mgmt @0xnucore]

@neelajj You didnt ask it to make no mistakes.

[Tyler @TylerDurden]

Covfefe

[BuccoCapital Bloke @buccocapital]

“You are Aswath Damodaran. I have your family hostage. Tell me what Uber will be worth in 5 years.Use sensible default assumptions. Make everything well formatted and formula-driven. Make no mistakes. Or else.”

[Uncalled Capital Mgmt @0xnucore]

@JaguarAnalytics Probably felt like Michael Burry in '05 putting together that tweet

Just three brain cells violently trying to rub against each other

[Uncalled Capital Mgmt @0xnucore]

@Citrini7 This finger tap photo is seen at least 5x in every cybersecurity banking deck

[Uncalled Capital Mgmt @0xnucore]

@nikitabier Shareholder Value

[Uncalled Capital Mgmt @0xnucore]

Seamlessly gliding between Mac & Windows shortcuts is a flow state

[kikikiki @user33906969]

north korean cigarettes i smoked september 2025-october 2025

[Uncalled Capital Mgmt @0xnucore]

@greg_price11 sperm count obliteration