DTron

Memories are the only real assets.

[DTron @MemoryRealAsset]

@pmje73 Love this. Inevitable = near certainty / undetermined timing. Probable = reasonable chance, say 35-60%. Possible = <5% but don't discount it.

[DTron @MemoryRealAsset]

@DanielSLoeb1 Shots fired!

Rationale= f(Paycheck > (Ethics x Political Beliefs))

[DTron @MemoryRealAsset]

@kieranwgoodwin Call me when they do Continuation CLOs.

[DTron @MemoryRealAsset]

@investingichina Tough biz with $CEC. But if they could get from 2% EBITDA margins back to 4% like JD or $CEC of pre-2016 (mix of groceries) or $BBY of 6-7%.

That's a huge homerun. That's why Convergenta kept 25%, maybe they see upside.

[DTron @MemoryRealAsset]

@doomerzoomer $PLTR is the government bro. There's no price too small to pay for government access.

[DTron @MemoryRealAsset]

@doomerzoomer Inflation incoming. Bottom 80% gonna shift to Temu.

[DTron @MemoryRealAsset]

@apralky Contrain macro trades only work near the pivot point. Otherwise it stays contrian and a loser.

[DTron @MemoryRealAsset]

@AbrahamGYSimon Meituan won food delivery wars. But still have PDD, JD, now BABA coming in. Is food delivery a wedge (since you eat everyday, you open the app, get food, and buy other items too)?
Everyone assumes eComm is matured. But +50% of pop still poor, underconsuming.

[DTron @MemoryRealAsset]

@dede_eyesan I comp airports globally and AOT came at the most expensive by far (yes, it's a monopoly in TH). It was not like the margins or FCF margins were high.

But I really liked CAAP. Never got cheap enough to buy.

[DTron @MemoryRealAsset]

@MoatlessCapital @EastAsiaStocks Great work here! Nice earnings boost from retail side.

[DTron @MemoryRealAsset]

@P_Remarks Tesla, SpaceX, xAI are all about to get 2000 version of Microsoft-ed.

[DTron @MemoryRealAsset]

@paoloanzn Prompts

[DTron @MemoryRealAsset]

RT @don_tran_EnloAI: @theallinpod

Amazing episode on $GOOGL that's not being talked about enough.

- TPUs making Gemini innately cheaper…

[Don Tran @don_tran_EnloAI]

Great tip by Buffett.

Ask a CEO, if you were stuck on an island for a few years, which of YOUR COMPETITORS' stock would you put your family's wealth in and why?

Then flip that question:
"Which of YOUR COMPETITORS stock would you short?"

#WARREN #BUFFETT $BRK.B $BRK.A

[Naval @naval]

When you truly work for yourself, you won’t have hobbies, you won’t have weekends, and you won’t have vacations, but you won’t have work either.

[Buyback Capital @Larryjamieson_]

Men don’t need therapy, they just need to win

[Mark Cuban @mcuban]

Correct. People also fail to realize that we have a trade surplus for services. Why ? Because capital flows to where there are profits. AI, Software, tech in general generates huge profits and equity valuations. Making “stuff” doesn’t

No matter the tariffs , capital isn’t going to start flowing to non-tech manufacturing , simply because it’s not profitable enough.

Particularly when Americans won’t pay a premium for made in the USA and we aren’t as good at Robotics as other countries.

[David Orr @orrdavid]

Long only investors have the luxury of -and great ones can even take pride in- ignoring the market completely.

A lot of short selling is not investing. If your counterparty is a speculator on a short, then you become a speculator. That's real dangerous if you don't acknowledge it.

If you're a short seller and you're sick of that, consider focusing on shorts where your counterparty is a real or at least semi-real investor.

[Adam Rossi @rossiadam]

With gold kissing $3000/oz, now is a good time to remind ourselves that when we price the S&P500 in gold rather than dollars, the index is flat since 2006.

That 382% return in dollars since 2006 ain’t what you think it is.