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aspiring value nerd

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First investment write-up on $FILA.MI
https://t.co/3RTJ0PtqCZ

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@3Plantey2 And any negative trend will continue at the same rate infinitely

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@taobanker Seek confirmation from multiple newsletters so only one of them needs to be right for you to win

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When the company logo and IR materials look like they were made in MS Paint you know you’re getting a good deal

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Is there any advantage online sports books offer over prediction markets currently?

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@EquityValueIn No amount of company specific information can protect you from future developments that can make entire industries obsolete. Even company founders diversify their fortunes when they can.

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@lundeen_ne Besides the established user base and switching costs, I don't see a reason why these new platforms would be able to source data cheaper than the established ones, while maintaining the same level of quality.

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@gfc4 Thank you

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@taobanker Please get cheaper 🙏

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@joinyellowbrick I think a lot of current software businesses will be disrupted by AI but the ones that have years to decades of development and research behind them don’t deserve such a steep discount.

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@evrgn11112231 People are mad because you’re not playing their same hyper specific game?

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@DividendGrowth @Polymarket Legalizing online sports books already raises personal bankruptcies, I can’t imagine the impact a less regulated alternative with broader appeal will have over the next few years.

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@BCValueInvestor @sidecarcap @HiddenGemsInves It’s really hard at first because you need to invest time into every idea, each with its own unknown expiration date.

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It’s been years and $ZUMZ still doesn’t have a working app

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@taobanker I really respect that you stick to your principles even when it doesn’t benefit you

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@taobanker Yeah I really like the idea of their business on paper. What do you think lead to such poor governance?

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@taobanker Sounds like it would have been a nice role if it wasn’t for that

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@taobanker I looked at your comment about a glitch you found and instantly knew exactly what you were talking about, that was horrible

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@peonyKingOF It doesn’t work at all if the messages are too far back, been like this for a few months at least