Munger Value

[Munger Value @MungerValue]

@FrankieFF_ Sounds like he’s turning the heat up again on employee base and folks are pissed. The ai overload watcher feels like a step too far.

[Munger Value @MungerValue]

@BuffaloBillCo @viggy_krishnan Enjoyed reading this thread

[Munger Value @MungerValue]

@viggy_krishnan $DIM.PA ?

[Munger Value @MungerValue]

@viggy_krishnan NVDA crypto demand imploding in ‘22

[Munger Value @MungerValue]

@theunemployeda1 Have heard this for yrs and it looked bad during first part. It seemed to subside. 🤷‍♂️

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@SleepwellCap Most European public market investors are familiar with this one IMO.

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@rev_cap @evrgn11112231 @notinthemodel

[Munger Value @MungerValue]

@TMT_Jack_ @viggy_krishnan Would argue outside the odd Tsla that most the rest are cheap when they are in any sort of similar multiple range to broader market or even a 10-30% premium.

Agree not anointed winners forever but to Viggy’s point they never went nuts valuation wise.

[Munger Value @MungerValue]

@fundiescapital lol so well said on the little extra skim.

Haven’t dug into the recent public thing but yes assuming heads ackman wins, tails ackman still makes a nice little bit.

[Munger Value @MungerValue]

@chipflare @dalibali2 He was bearish NVDA into 2022 due to crypto overhang.

Flipped script after stock rocketed and wrote a book on it.

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@atelicinvest

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@firstadopter You had that legendary bearish ‘21 NVDA view too. That crypto winter really crushed them right?

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@OfficialLoganK @Jake_Joseph What do you mean? You can ping Gemini via iMessage?

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@FoundersPodcast Listen to the cnbc interview that just aired - he had coin operated slot machines in the house and gave money to the kids in coins and let the neighbors kids come over.

[Munger Value @MungerValue]

@buccocapital Clear copying of another dudes tweet lol. Agree with the argument though.

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@Cap1talCap1tal Cap cap’s % of port in financials ?

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@capital_frozen @TMTLongShort Looked pretty reliant to me at the time

https://t.co/jzcGo3vzhd

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@jclarkson203 Congrats Josh well earned!

[Munger Value @MungerValue]

@OnodaCapital @endowment_eddie Everyone trying to shred Hiroo on this minor point seems to have a poor understanding of opportunity cost. The Q’s are liquid people.. you want better than that to accept the illiquidity..

FWIW that’s my sense from speaking with a number of LPs here. Once out can’t get in too.

[Munger Value @MungerValue]

@Anrosenblum @JulianKlymochko Also owned Monster for at least like 20 yrs too. Legends.