Miami M&A Guy_vF

offering opinions on stocks now;
healthcare (burned out) banker; buyside (M&A strategy/corp dev cope)

[Miami M&A Guy_vF @MiamiCorpDevGuy]

While this is a snarky prompt, you should see the insane shit people write in free text boxes to weed themselves out of a process

[Corporate Absurdity @CorpAbsurdity]

Applying for jobs is a humiliation ritual.

[Miami M&A Guy_vF @MiamiCorpDevGuy]

Two Weeks to "Pace the Frontier" and Dario declares Anthropic as the winner, forever.

[The New York Times @nytimes]

Breaking News: Anthropic said it halted potential plots by scientists who used its A.I. models to do research that could have helped develop biological weapons. https://t.co/7Q01GZV0xA

[Miami M&A Guy_vF @MiamiCorpDevGuy]

Pure propaganda

[Jacob Coxon @hilbertspaess]

I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.

[Miami M&A Guy_vF @MiamiCorpDevGuy]

$UNH latest issue is bad press at Optum-Exited several markets recently, today announcing a sale in FL to mega HC fund, TPG. Vertical integration is good on paper if stuck at & trying to achieve 85% MLR. Provider networks are difficult to manage tho and MA isnt what it used to be

[Miami M&A Guy_vF @MiamiCorpDevGuy]

@houmanhemmati So you don't like split visits? What's fundamentally the difference between a patient avoiding a sick visit bill at one time vs another time? If patients know they get a freebie during an annual well (your proposal?), they will wait for it and go untreated making it worst as well

[Miami M&A Guy_vF @MiamiCorpDevGuy]

@BoringBiz_ In August 2019 we all ascended to the plane of xlookup.

[Miami M&A Guy_vF @MiamiCorpDevGuy]

@teslaflexx "the price difference on a Costco hotdog (pre tip) is insane"

[Miami M&A Guy_vF @MiamiCorpDevGuy]

According to X, today is the day all renters set aside the money the would have spent on fixing a water heater (owning RE is a scam) and invest it in $VOO .

[Miami M&A Guy_vF @MiamiCorpDevGuy]

50% of my feed is now newsletter slop ending with a punchy line: that's not X, that's Y.

That isn't Twitter, this is linkedin wearing a black X logo.

[Miami M&A Guy_vF @MiamiCorpDevGuy]

Peak performance unlocked:
>Wait until last minute to buy chairs for planned event
>Still want cheapest option
>Order 40 chairs
>Use them
>Return 20? All 40?
>Decide returns department is open when it isn't
>Commit fraud

Sick post bro

[Alex Feinberg @Alexfeinberg]

Walmart delivered us 40 chairs when we only needed 20 because they pump faked me on a delivery delay, causing me to double order

I returned them after the Bro Science dinner, only for them to tell me their return department was closed, despite them being open, and to come back tomorrow

Uh. No. My time is not worthless. I told them if they couldn’t scan my return barcode it would be easier for me to charge it back. Manager said nothing he could do.

So I just left 2 boxes at the unattended return center and did that. Problem solved. My time isn’t worthless

[Miami M&A Guy_vF @MiamiCorpDevGuy]

drinks on me $SOLS

[Miami M&A Guy_vF @MiamiCorpDevGuy]

$SOLS revisiting in the last week, bought a few shares after the major pullback from the deal to buy ESI (buy some of this as well). Still a growth story that touches AI, if they abandon ESI stock will go up, if they complete it, company is undervalued anyway.

[Miami M&A Guy_vF @MiamiCorpDevGuy]

Thanks retail for the generational-wealth-retirement-liquidity.
Best regards,
John M., CFO.
No refunds. $QBTS

[Miami M&A Guy_vF @MiamiCorpDevGuy]

@unusual_whales Anyone want a crumbling condo with $100k unpaid special assessment or a Venezuelan owned luxury investment condo priced 1.5x above market that's sat there for 450 days (w/ $2k mo. HOA)? 10% EM down is standard BTW.

[Miami M&A Guy_vF @MiamiCorpDevGuy]

@Dylanmadden Most people in FL don't want to increase their taxes by giving up their homestead exemption in an LLC

[Miami M&A Guy_vF @MiamiCorpDevGuy]

Such a dunk, dripping in sarcasm for a car that still isn't available and was promised to in the millions 6 years ago

[Whole Mars Catalog @wholemars]

I know, he cracks me up too

[Marlin @nostalgiafkninc]

high school in 2004