Nic 🇺🇦 🏴‍☠️ 🛢

Equity Fund Manager #OOTT #EFT
My pronouns are Free/Cash flow

[Nic 🇺🇦 🏴‍☠️ 🛢 @NicoLongShort]

@noclador Tough. If you want to have a conversation about French nuclear “umbrella”, buying Rafales is the entry ticket, whether you like it or not. And btw, Rafales are cheaper than F35, which is, for all intents & purposes, a high-end Ferrari unneeded by most European air forces

[Nic 🇺🇦 🏴‍☠️ 🛢 @NicoLongShort]

@tleehumphrey Perhaps you should just accept being a slave, no ?

[Nic 🇺🇦 🏴‍☠️ 🛢 @NicoLongShort]

@RaveaudGilles Je ne comprends rien à vos concepts qui sonnent un peu marxistes à mon oreille (travail = valeur, ce qui est faux, un travail pouvant n’avoir aucune valeur). Je ne veux pas en tant qu’actionnaire que ceux qui ne prennent pas le risque de perte en capital “codecident” avec moi…

[Nic 🇺🇦 🏴‍☠️ 🛢 @NicoLongShort]

@Briviagra Bref, globalement, si c’était à refaire, je n’hésiterais pas une seule seconde�� et ceux qui ne savent pas s’orienter, ben c’est leur problème. Je pense pas que le système américain les aiderait plus sur ce point précis

[Nic 🇺🇦 🏴‍☠️ 🛢 @NicoLongShort]

@Briviagra Est quand même unique au monde. À chacun d’en tirer le meilleur. Les facs américaines ne proposent à aucun moment l’émulation des concours et gérer des “projets pratiques”, ça peut aussi s’apprendre sur le tas, tout au long de sa carrière

[Nic 🇺🇦 🏴‍☠️ 🛢 @NicoLongShort]

@andrewmichta @NATO Yes, I believe so. Ukraine has been holding up Russia without any US support for over a year now. We don’t need the US anymore to deter Russia

[Nic 🇺🇦 🏴‍☠️ 🛢 @NicoLongShort]

@FR_Defense 1 - Les missiles actuels sont plaqués-or à cause des spec de la DGA et équivalents dans les autres pays
2 - il y a fondamentalement un question d’échelle. Entre produire un missile à 50 exemplaires et à 5000, on divise le coût unitaire par 5x

[Nic 🇺🇦 🏴‍☠️ 🛢 @NicoLongShort]

@XX28658231 @ColbyBadhwar Again, you have to start somewhere. Additional orders will follow later. This is the early stage of product development. By nature, European procurement will be more scattered than DoD' but scale doesn't always solve everything. A bit of diversity can be helpful sometimes

[Nic 🇺🇦 🏴‍☠️ 🛢 @NicoLongShort]

@XX28658231 @ColbyBadhwar Look. We will do things our way whether you like it or not. Scale is pointless if you're at the mercy of a foreign actor that wakes up one day and turns your weapons off because it feels like it. Resource pooling needs to be built on unshakable trust and that trust is broken now

[Nic 🇺🇦 🏴‍☠️ 🛢 @NicoLongShort]

@Vnark @ColbyBadhwar This system doesn’t exist yet, it’s under development at this stage

[Nic 🇺🇦 🏴‍☠️ 🛢 @NicoLongShort]

@notpublic77 @ColbyBadhwar That’s is an interesting idea

[Nic 🇺🇦 🏴‍☠️ 🛢 @NicoLongShort]

@ColbyBadhwar You have to start somewhere. The alternative is to buy the US system which we have no control over and which the current administration is using as a lever at each corner

[Nic 🇺🇦 🏴‍☠️ 🛢 @NicoLongShort]

@TrentTelenko Why is my feed full of US guys saying anything a european army procures is pointless because it's not enough in the last few days. Why do you bother ? Do you think the SHORAD against Shaheds was brilliant in the last few weeks in the Gulf ? Really ?

[Nic 🇺🇦 🏴‍☠️ 🛢 @NicoLongShort]

@GerardAraud @nicolas_richoux Depuis la conversion de Constantin, il y a une tension politique entre le Pape et l’Empereur. Je pourrais vous rétorquer que les messages politiques de l’Eglise catholique sont d’une grande immaturité depuis que l’Eglise s’est, heureusement d’ailleurs, détourné de la politique

[Nic 🇺🇦 🏴‍☠️ 🛢 @NicoLongShort]

@noclador Even if your claim were true, which it isn’t with Aster NG, the US behaviour is such that Europeans have to go ITAR-free or accept remaining slaves. Pick your poison…

[Nic 🇺🇦 🏴‍☠️ 🛢 @NicoLongShort]

@maxbergmann If anything, US shipbuilding and procurement is in worse shape than the Europeans. Constellation class frigate anyone ?

[Nic 🇺🇦 🏴‍☠️ 🛢 @NicoLongShort]

@FundamentEdge I just asked my AI what I should reinforce in my portfolio post ceasefire and it said (among other things) : buy oil companies 🫣🤨😱🤡
Quite an hallucination here

[Very Brexit Problems @VeryBrexitProbs]

MAGA: “Europeans are freeloaders! We pay for NATO. We pay for everything! We’re leaving.”

Europeans: “Okay. Cheerio.”

MAGA: “We’re packing up! No more handouts. You’ll be screwed without us.”

Europeans: “I’m sure we’ll manage. Bye then.”

MAGA: “Better start learning Russian. You won’t last 15 minutes without us. You’re a bunch of pussies!!!”

Europeans: “Still here?”

MAGA: “We’ve got 300 aircraft carriers and 10 gazillion rockets and space lasers! You europoors still have cannons!”

Europeans: yawn in French, go for three-hour lunch.

MAGA: “USA! USA! USA! You’ll beg us to come back!!!”

Europeans: order a second bottle of Chablis.