Autumn Capital

Yes, I kept it.

Investing Related Thoughts:

[Autumn Capital @AutumnCapital]

Wrote down some thoughts about Meta and Carvana in this article, in case folks are interested.

$META, $CVNA and Arbitraging Clarity

[Autumn Capital @AutumnCapital]

@BuffaloBillCo @atelicinvest I understand all of these references unfortunately

[Unemployed Capital Allocator @atelicinvest]

Ok. I've been holding back on bitching about prices but I gotta give in

Inflation is outta control what the fuck man

[Autumn Capital @AutumnCapital]

Everyone said the same things about SaaS that people say now about AI stocks.

[SaaS hole $adbe @alex__pitti]

Imagine losing 23% to 34% in just 3 weeks. Not at all rigged. Just completely normal.

[Autumn Capital @AutumnCapital]

I wonder what it feels like to be the CEO of a company and know that if you announced your immediate and abrupt departure, your stock would go up 40% intraday.
$SNAP

[Autumn Capital @AutumnCapital]

@OutsideView_ 1. Checks to make sure he has all of the passports every 4-5 minutes.
2. Uber booked 3 days ago,
3. Watch, belt, wallet, keys all go into backpacks before reaching security line
4. "Looks like they don't need us to take off shoes"
5. "I am 99% sure I closed the garage"

[Autumn Capital @AutumnCapital]

They are so beyond low IQ that they find themselves in a situation where they are using national guardsmen to prevent ppl from touching a pool.

Some of you thought they had a grand plan for Iran and tariffs.

[Autumn Capital @AutumnCapital]

The stock market is an awful predictor of near term outcomes, and hundreds of millions participate directly or indirectly in a largely an unbiased manner — how can prediction markets seriously claim they provide value?

[Autumn Capital @AutumnCapital]

Prediction mrkts are not good as a source of truth. The self-selecting participant pool is so biased personally that the economic incentive to profit has had little counter effect. It’s also, outside those w/participating insider info, self selecting for generally dumber ppl.

[Autumn Capital @AutumnCapital]

It’s one of ths wildest phenomena in NYC.

[LindyMan @PaulSkallas]

How men feel when they go out fishing on a saturday is the same as how women feel when they stand in line for an hour for yogurt.

It's a meditative state. The end result is not really the point. You are just removing yourself from the time constraints you have to adhere to rigorously during the workweek.

[Mike Bird @Birdyword]

Being completely unembarrassable is the personal superpower of 21st century. The social penalty to indignity and humiliation is so diminished, if you can power through it, you get to operate on a level that mere mortals cannot reach.

[Vic 🌮 @VicVijayakumar]

This is a very fascinating post because it tells me this person possibly makes more than $168K MAGI and is therefore aware that there is an income phaseout, but they don’t make enough money to know that people move $72K/yr to a Roth IRA using the mega backdoor Roth strategy.

[Autumn Capital @AutumnCapital]

I've had exactly zero interest in the AI cycle, investment-wise. Haven't even been watching it from the sidelines.

[Deva Hazarika @devahaz]

A major reason World Cup visitors have reacted this way to America is it really takes visiting a few different places before you start to grasp how this country offers the best of most anything you could imagine

[Nicky The Good @nickythegood]

Behind every good man there’s an untouched $5 iced coffee that his wife hasn’t touched in 2 days in his refrigerator

[daniela @daniela__127]

Watch as Darializa Avila Chevalier, prison abolitionist, is asked *four times* how she would handle a murderer, and each time refuses to answer. https://t.co/NFXYotaFx0

[Little Kevin 5, cpa @pootsobotka]

Ubering home from jfk after 8 days in Europe

[Autumn Capital @AutumnCapital]

3 by 4.

3 bags in 4 years.

3x4.

200% gain in 4 years.

31% IRR.

[Autumn Capital @AutumnCapital]

The whole world changes.

[junkbondinvestor @junkbondinvest]

When management stops saying “lenders” and starts saying “stakeholders”

[Autumn Capital @AutumnCapital]

We should increase rates, so we can get inflation under control sooner, so we can cut rates to the bone and go back to those 20x EV/Rev days.

[Pythia Cap: Partially Conductive @PythiaR]

Why doesn't Dario just ask Claude how to talk effectively with politicians...