George Murati

Valuation , Behavioural Economics, Research

[George Murati @GeorgeMurati]

Remember, you asked for growth. Don't be surprised when life challenges you.

[The Transcript @TheTranscript_]

$RDDT Reddit CEO: “In the last quarter, we saw 1 billion new posts and comments. That's about 4% of our corpus. We're 21 years old, 4% of our corpus was created in the last quarter.”

[George Murati @GeorgeMurati]

im pretty sure @MartinShkreli wanted to be involved with wu tang only because their hand sign looks like the albanian flag in reverse 👐🏻

[Nick Nemeth (Mispriced Assets) @NickNemo17]

Tomorrow! $QNT

[andrewdudum @AndrewDudum]

@Investinc_Intel Total refresh expected soon, fully rebuilt

[George Murati @GeorgeMurati]

Sticking to a few companies (say 3–5 stocks) it might expose you to high risk seeking situation . But even if one or two go bust (assuming careful stock picking), the rest have room for infinite gains. It sounds oversimplified, but it's the Pareto principle at work.

[George Murati @GeorgeMurati]

I was reading a book called “MisBehavioural Economics” and found a term that applies to the mass influence of social media on our ability to have original ideas and make decisions consciously: “bounded rationality.”

[George Murati @GeorgeMurati]

@WhiteHouse this cannot be true

[Antonio Linares @alc2022]

$HIMS is a two sided OS

[George Murati @GeorgeMurati]

how did you arrive at that number? is the projection based on any specific assumptions?

because for hims to justify a $50 billion valuation purely from the peptide business, i’d want to know what percentage of the market you’re assuming they capture.

the current estimates i’ve seen put the peptide market at roughly $2.2–$3.3 billion, so a $50 billion valuation would require some very aggressive assumptions about market growth, hims’ market share, margins and ultimately free cash flow.

that’s the part i’m struggling to understand.

[The Long Investor @TheLongInvest]

$RDDT down -22%

On concerns that people will just bypass Reddit now and go straight to ChatGPT to get their information

But ChatGPT gets its information from Reddit

Am I reading that correctly?

LOL

[George Murati @GeorgeMurati]

@cmsinvests adjusted eps which probably is the real number in that case was below expectations thats the whole story

[Sean Strickland @SStricklandMMA]

Listen little mother fuckers

Open a highyield account. Save up 3 month of life

Then open a Fidelity go with FXAIX
Any solid fund

Invest every dollar you have in it

When draw from your high yield stop Investing, refill high yield. Then back to Investing. I believe in you YNs

[Stocktwits @Stocktwits]

How your girlfriend looks at you when you start explaining gamma squeezes

[George Murati @GeorgeMurati]

@Barchart warren speaks , we listen

[Ted @TedPillows]

Stocks are dumping.
Gold is dumping.
Silver is dumping.
Crypto is dumping.
Bonds are dumping.
Even Oil is dumping.

If everything is dumping, where the hell is money going?

[George Murati @GeorgeMurati]

The only networking i need is net working capital.

[unusual_whales @unusual_whales]

"Hong Kong overtakes Switzerland as hub for global offshore wealth," per FT