PSaif

Reformed hedge funder

[PSaif @PedSaif]

@jamesthomason Dwarkesh is the more constructed entity, Leo’s paper trail makes sense at least

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@TMTLongShort The asking price of the conglomerate ascribes a significant premium to the SOTP. Removing the regulatory protection would be devastating for suppliers of the commodity.
Introducing a-la carte pricing is never smart if you’re over earning

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@WarrenPies Mini-bear?
Q1 26’s -10% had moonboys in the fetal position, Q4 18 would have them creating OF pages

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@HighyieldHarry It’s a marketing piece & the points aren’t linear (one quote about analysts & next about ai=cuts broadly).
Dude is also based in UK

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@critman_critics Send him to a strip club, all he does is cry about daddy issues

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@LizzyStarrrdust Do you think everyone who doesn’t leave a negative review for a restaurant likes it by default?

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@DerekjAndersen “I’m running out of money”
“You should go get some money then”
Great idea!

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@HuffmanJoa78586 @AspringMom @BussySmeller2 Easy manipulation of grades combined w/ overall grade inflation, have made the kpi completely useless
Stand. test scores WERE the last real measuring tool we had, which is why they had to do away w/ them and/or neuter the tests.
Now it’s discriminatory to ask test scores

[PSaif @PedSaif]

@evrgn11112231 I’ve asked tmt friends some form of this underlying point & get hostility and straight up refusal to engage/elaborate.
It’s literally the strangest phenomena I think I’ve seen in 20+ years. Like dude, it’s ok to just say you’re riding “number go up” and you don’t really think 😂

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@Rach4Patriarchy Mind blowing to me that anyone still uses Instagram

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@IpfCarson @WrestlePurists You brain dead or just a neckbeard? If you’ve been training for years and his age, it’s not possible to add sig size in 6 weeks.

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@TheXMatriarch lol ceo of irrelevant tasks inc

[PSaif @PedSaif]

@TMTLongShort @nic_carter Both can be true. “Useless eaters” will be exposed but it’s difficult to gauge who is producing enhanced output with most knowledge work that doesn’t have measurable output (like coding). It’s a case by case judgement call imo so it’ll take time.

[PSaif @PedSaif]

@sentientist The more mechanical/instructive the checklist, the easier to manipulate
Hope that helps

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@MUSCLEMANE5000 @Z4BTC_ It changed mix% of the pie. It was only 5-15% before, it’s now an astronomical %, hence why the market is totally broken.
Chad used to be able to select & settle down when the time came, not as easy any more

[PSaif @PedSaif]

@zarathustra5150 Tangentially, explain “streaming” economics. No one knows ppl that watch, but they are drawing enough 👀 to make $$$. How can it be profitable to advert to these ppl? Is it all 3rd world?
The intl demand theory doesn’t explain OF tho, they disclosed most of the $ is USA I believe

[PSaif @PedSaif]

@TMTLongShort Just embrace this month, ya never know

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@blueprintsmb22 I’ve said this for a long time, really accelerated after 2018

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@blueprintsmb22 Same career curve as an athlete, “50-60” 😭😭

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@S_curvecap For most companies, if you couldn’t write a transcript of what they are going to say ahead of time, you suck as an analyst.
unless the company is exceptionally dynamic

[PSaif @PedSaif]

@blueprintsmb22 Same career curve as an athlete, “50-60” 😭😭