Robby

Investing, Technology, Startups

[Robby @0xrobby]

@davidrisher @lyft Pretty much summary of what @dkhos covered on @stratechery with @benthompson

[Robby @0xrobby]

@CDInewsletter @Rodbhar What about taxes? If it was that simple everyone would do dividends. Few more issues with dividend
1. It attracts a certain type of shareholder ( income focused) can be good or bad
2. You got to atleast keep or increase dividends eaxh years once you get on that treadmill

[Robby @0xrobby]

@getairchat I updated my app and now i need an invite code to get back in, weird.
Why not keep existing user access.

[Robby @0xrobby]

@ScottMMichaels likely it's only 2% of the work where it truly makes a difference and we have to continue to do the rest of the work the same way at least till the next breakthrough.

I worry this may end up like chatbots and voice assistants from a few years back, all bark and no bite.

[Paul Graham @paulg]

"I think a life properly lived is just learn, learn, learn all the time."

— Charlie Munger

[Robby @0xrobby]

RIP Charlie Munger, a true legend.

[Robby @0xrobby]

@ScottMMichaels I like that they allow using physical keyboard and mouse. Regular typing is much faster than touch, we have seen it with iPads.

[Robby @0xrobby]

@Quartr_App i have been getting this error for few weeks on iOS here in Canada. Tried uninstalling and reinstalling, no luck.

[Elon Musk @elonmusk]

Chansley got 4 years in prison for a non-violent, police-escorted tour!?

Dave Chapelle was violently assaulted on stage by a guy with a knife. That guy got a $3000 fine & no prison time.

[tim @itstim999]

This fucking guy

[zooko🛡🦓🦓🦓 ⓩ @zooko]

Today is a good day for everyone to post this.

[Robby @0xrobby]

This recession is transitory

[Robby @0xrobby]

Lesson learned: if you have a long-dated out-of-money call option and the company gets acquired below your strike, your option is worthless. $TWTR

[Robby @0xrobby]

Twitter pundits on $NFLX business AFTER the stock is down 60%. Your opinion would have been helpful 6 months ago, ser.
no different from analysts who update their price target AFTER the stock tanks.

[Robby @0xrobby]

Self discipline is a superpower.

[Robby @0xrobby]

No doubt @elonmusk would make Twitter a better product and a better business but $54.2 seems low, as a retail shareholder I don't get the upside when Twitter goes private.

[Robby @0xrobby]

I think $LYFT and $TWTR will do very well in 2022.

[Robby @0xrobby]

$TWTR stock price has not done much since IPO over 8 years ago. Twitter product has improved a lot recently and growth is coming back, stock price will follow. Recent 40% drawdown also helps from here.

[Robby @0xrobby]

$TWTR stock price has not done much since IPO over 8 years ago. Twitter product has improved a lot recently and growth is coming back, stock price will follow. Recent 40% drawdown also helps from here.

[Robby @0xrobby]

Is this going to be the year of $uber and $lyft?
Covid is behind us, rev is expected to grow at 40+%, valuation is around all-time lows (EV/Sales), closer to profitability. What am I missing?

[Alec Luhn @AlecLuhn]

LOT of national guard moving in downtown Moscow. 1st few protesters already arrested

[Robby @0xrobby]

@JustinTrudeau Trudeau in 2022