Dog Log

watch uffize drive me to firenze

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@AWildSubstitute Are you buying $pump for the dc power thesis or for oil exposure?

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@citrini Is Serenity lucky or the real deal?

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@MarkBaums Inclined to agree with you. But devils advocate in me says the pet ecosystem model has been tried before, no? Petsmart/banfield had wellness plans, clinics etc. I think it’s really the brand halo that stands out.

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@Spheniscidae007 @acemoney21 Isn’t the CDN cyber security somewhat unique in that you need points of presence to protect against things like ddos?

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@ZissouCapital @bioinvestor24 @ResearchPulse1 @maziardoustdar Won’t orfor be on the market by then?

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@dwarkesh_sp @pawtrammell This is very similar to something @saylor said:

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@BoxLongs Commentary doesn’t sound all that positive either. Feel like “so far so good” is like mgmt speak for “could be better.” Other comments aren’t inspiring either “I just wanna wait and see…” “I don’t lose sleep over one period”.

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@BoxLongs Who are their competitors?

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@beaniemaxi @DonutShorts Moody’s downgraded to Caa2 rating = very high credit risk.

Cash is needed for liquidity for the reorg and working capital needs. Already spoken for in my mind.

How does Teads successfully pivot in AI shopping is big ? “Q3 10-15% decline in page views from prem publishers.”

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@BoxLongs With the exception of $cmrc, beanies picks ($cdlx, $rpd, $tead, $tdoc, $pumb) have been god awful

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@Fierce__beast @BoxLongs Isn’t this really just a bet on Travis? I don’t know the situation well but didn’t the rebrand just happen? There’s no fundamental improvements in the business yet. That’s reflected in valuation and earnings. The bet is Travis and agentic AI changes that?

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@pick1998_2 Because of bombed out sentiment or under appreciated pipe?

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@InvestmentTalkk @david_katunaric @GSpier https://t.co/Gyqaa5eWF1

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@david_katunaric @InvestmentTalkk It was @GSpier. I’ve read of Ben graham doing this too. The time period may sound arbitrary but I think it comes from understanding two things: 1) business turnarounds take time, 2) humility: investors dont have as much control over timing and outcomes as much as they think.

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@Biohazard3737 @Clarksterh That’s interesting. Why is that? Because of psychological and physiological stress?

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@MarkHar13514700 Ty

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@MarkHar13514700 Do you worry about quantum computing effects on sha-256 and digital signatures in the long term? https://t.co/wfSdBlscWL

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@drsprs Another interesting patient experience thread here. It seems to work well for acute. https://t.co/bh5HbNBYLF

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@sciencescanner Wasn’t the 993 study powered to detect a greater effect than Suzetrigine? In other words it was a superiority designed trial. The fact that it failed to separate statistically doesn’t mean 993 or suze doesn’t work, but that likely 993 doesn’t surpass suze efficacy.

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@niubi1988 @taobanker @Badpak Think the bear thesis is company has penetrated its market, expensive procedure and consumers are tapped, cumbersome treatment regimen, declining utilization, may never hit cash flow positivity, cash runway declining .