Boris Gligorijevic

Software engineer, passionate about investing and technology

[Boris Gligorijevic @BorisZR]

@weswinder Overly confirmative and somewhat subservient tone, e.g:
"You ask what the obvious signs of ai written text are. I find this interesting." No one writes like this.

[Boris Gligorijevic @BorisZR]

@AFRICANDEMOC Why? They support them and the Americans. Look it up.

[Boris Gligorijevic @BorisZR]

@trustedSauceDP @markessien Are you a dumb person or just pretending?

[Boris Gligorijevic @BorisZR]

@realvsmyth @BRICSinfo They cannot win it, regardless of how

[Boris Gligorijevic @BorisZR]

@rohitdotmittal Wealth transfer, not wealth creation

[Boris Gligorijevic @BorisZR]

@mortismos @0xRacist Someone who gets it

[Boris Gligorijevic @BorisZR]

@0xRacist Anthropic is probably worth enormously more than all possible crypto of this World because it provides something of value for people. You are mixing the value and pricing. Crypto can only be priced, not valued because it does not produce anything of value on its own.

[Boris Gligorijevic @BorisZR]

@SZade15 Albanians are their biggest supporters, btw. They even raised a monument to a pedophile Bill Clinton. Don't be fooled.

[Boris Gligorijevic @BorisZR]

@susanabulhawa What do you mean? Serbia literally fought a war against the entire Epstein class and NATO, who supported Albanians. Albanians love Israel and the US, they even raised a monument to Bil Clinton in Kosovo. It is all facts, look it up.

[Boris Gligorijevic @BorisZR]

@NationalIndNews lol, if Vucic said it must be a lie. It is a known fact among all Serbs, except those paid by him to lie to the others the same way he does, but they are a small minority.

[Boris Gligorijevic @BorisZR]

@OpsHQs Why? Albanians always stand with both the USA and Israel, even when they attack a muslim country (Albania is one of the very few muslim majority countries). They are their biggest supporters and fan club. Albanians even raised a monument to Bill Clinton in Kosovo.

[Boris Gligorijevic @BorisZR]

@Investor_NICK_ I doubt Munger would buy anything at 1 or 1.5 % free cash flow yield. He said once he "cannot force himself to pay more than 25x"

[Boris Gligorijevic @BorisZR]

@marc_slans Yeah, but ISRG went from a bubble territory to a richly priced. Still very expensive. MA is starting to trade at fair-ish value, after a long time.

[Boris Gligorijevic @BorisZR]

@Zipy_ Many people I know in Serbia earn 3k or more net, and Serbia is probably (quite) cheaper than France, so I cannot imagine it being a rich lifestyle?? A flat to rent alone is 1000 bucks with costs, no?

[Boris Gligorijevic @BorisZR]

@lokoyacap That is clear, but how profitable is it really? What are the returns on the enormous capital invested? Having demand does not mean anything if it is heavily subsidized or has poor returns. If I started selling hot-dogs for 0.1$, I would be overwhelmed with demand very quickly!

[Boris Gligorijevic @BorisZR]

@Nomad_cap Tesla is over 300 PE for a while. Maybe we already are in a bubble?

[Boris Gligorijevic @BorisZR]

@charliebilello One cannot compare PEs so easily. The first two have sticky recurring revenues, while Nvidia depends on the big tech capex, which is naturally more cyclical. The market knows this and is pricing this. The first 2 are probably overvalued for any kind of decent return, though.

[Boris Gligorijevic @BorisZR]

@marc_slans Indeed. Only 52 multiple.

[Boris Gligorijevic @BorisZR]

@VinnHabs20100 @FocusedCompound Forward pe on highly cyclical stocks is very dangerous