James Curtis

Private Equity | I don't speak any foreign languages - apart from the occasional word of school boy French.

[James Curtis @PomskyCap]

@daniel_mac8 The system prompt has been updated to give Opus 5 knowledge of what mannered prose means.

[James Curtis @PomskyCap]

@verdadcap Congrats Dan!

[James Curtis @PomskyCap]

@hkuppy Have to admit I bought two for my son in Palma the other week - not a boomer though!

[James Curtis @PomskyCap]

@wbmosler @Keir_Starmer

[James Curtis @PomskyCap]

@TopSekret3450 Louis

[James Curtis @PomskyCap]

@TopSekret3450 I wore Timberlands 😂

[James Curtis @PomskyCap]

@lord_fed

[James Curtis @PomskyCap]

@AltAssetKing They also use third party marketplaces (like Watchfinder) to push stock as “2nd hand” to boost sales (at lower margins)

[James Curtis @PomskyCap]

@KetchumTrades @lord_fed When did you last travel here? 1820?

[James Curtis @PomskyCap]

@wbmosler @philippilk Comments here are hilarious. US energy is some of the cheapest in the world (as Warren states) pipeline or cargo ship (LNG currently), doesn’t really matter how it gets to the UK. Strategically important for both sides.

[James Curtis @PomskyCap]

@TopSekret3450 Thrilling stuff

[James Curtis @PomskyCap]

@verdadcap Be interesting to see the analysis pre May 2015 (referendum became law) and to non Eurozone countries given the pre 2016 mess the Eurozone was in (Brexit got its name from Grexit!).

[James Curtis @PomskyCap]

@lord_fed

[James Curtis @PomskyCap]

@INArteCarloDoss BigFlip2

[James Curtis @PomskyCap]

@INArteCarloDoss It’s never ending ground hog day with him, eventually he will be right of course but those who know who’s had the right calls, know!

[James Curtis @PomskyCap]

@INArteCarloDoss Embarrassing that he puts out content like that

[James Curtis @PomskyCap]

@agnostoxxx @INArteCarloDoss

[James Curtis @PomskyCap]

@TopSekret3450 Best end the sentence with innit

[James Curtis @PomskyCap]

@MebFaber I wonder how much of the delta is pure fees, and how much is due to poor decisions as a result of (presumably) ego/overconfidence in the most expensive decile!

[James Curtis @PomskyCap]

@TopSekret3450 6.8% is good conviction - can’t see it doing poorly long term