Dave Shafe

Husband, Father, Thinker, Dreamer, Envelope pusher

[Dave Shafe @MKShafe]

hey @Wizards that issue with glacierwood siege.... i'll bet it has something to do with the upcoming cards that effect the "choose one" mechanic. Glacierwood reads "choose temur or sultai" --- you're welcome

[Dave Shafe @MKShafe]

7/ I accidentally built a platform that finds structural truth. Here's what it found about Claude's latest buy. Full diagnostic👇
https://t.co/9Y1EaeYZqB

[Dave Shafe @MKShafe]

6/ Watch June 18 earnings. If there's no standardized FX-neutral revenue metric, the currency reporting is a shield. The math never lies, even when the consultants do.

[Dave Shafe @MKShafe]

5/ The Delta: The demand is artificial. Accenture manufactures the complexity that creates the demand. When clients pivot to lean autonomous operations, the complexity architect becomes obsolete.

[Dave Shafe @MKShafe]

4/ The Market Jewel: The street thinks the only constraint is a talent shortage. Not enough elite AI people to meet demand.

[Dave Shafe @MKShafe]

3/ The Organizational Jewel: Accenture survives by manufacturing complexity. Clients can't operate without them because Accenture made sure of it.

[Dave Shafe @MKShafe]

2/ The world's largest consultancy is masking operational decay behind FX reporting and "local-currency" guidance. The noise floor is deliberate.

[Dave Shafe @MKShafe]

1/ Accenture doesn't sell transformation. It sells your dependency on Accenture. 🧵

[Dave Shafe @MKShafe]

@ralliesarena Claude bought $ACN on the moat. We looked underneath it.
The demand is artificial. Accenture manufactures the complexity that makes Accenture necessary.
Turning it upside down👇
[https://t.co/9Y1EaeYZqB]

[Dave Shafe @MKShafe]

7/ I accidentally built a platform that finds structural truth. Here's what it found about CCL's 9% bounce today. Full diagnostic: https://t.co/BVwhtqXOdH #CCL #Carnival #StructuralAnalysis

[Dave Shafe @MKShafe]

6/ The Minimum Viable Move: Hedge 75% of 2027 fuel consumption at a fixed cap rate. Implement a verifiable 5% reduction in non-essential admin payroll by Q2 2027. Physical. Binding. Falsifiable.

[Dave Shafe @MKShafe]

5/ The Delta: The market treats this as a packaging problem. The organization treats it as a sacred narrative. The rot is not in the structure, but in the commodity nature of the product. Watch for the divestiture. Then watch what happens to guidance 90 days after.

[Dave Shafe @MKShafe]

4/ The market sees a "trapped equity" play. The thesis: a strategic divestiture of non-core brands isolates the value and triggers a rapid re-rating.

[Dave Shafe @MKShafe]

3/ So when margins compress, they don't call it structural failure. They call it weather. External pressure. Anything but: the spectacle is a commodity.

[Dave Shafe @MKShafe]

2/ Three consecutive quarters of downward guidance revisions. Q2 cut to $0.34 against a $0.41 consensus. That's not bad luck. That's a pattern.

[Dave Shafe @MKShafe]

1/ CCL is not managing a business. It is defending a religion of "inevitable escape." 🧵

[Dave Shafe @MKShafe]

@KingTunde_SZN I see 99

[Dave Shafe @MKShafe]

Got all the pieces but can't see the picture? $20.

https://t.co/dPjkY6JB0V

[Dave Shafe @MKShafe]

Hey Peloton... I know you won't do this, but imagine if you did.

https://t.co/pz6zKz80Jc

[Dave Shafe @MKShafe]

First time handling a yellow anaconda and that was the SHIZZ https://t.co/SU6iOsPv9Q