Arkansas Capital

Not investment advice. Just a guy trying who enjoys turning over rocks..

[Bill Ackman @BillAckman]

Interesting.

[Arkansas Capital @ProudArkansan]

@GerberKawasaki Content costs are going 📈

[Arkansas Capital @ProudArkansan]

I am starting to believe that Youtube is a structural winner in media. Legacy media has to pay for content before knowing its success, whereas Youtube only has to pay according to the success of such video and has no capital required upfront. Many "BOOMERS" are watching YT.

[Arkansas Capital @ProudArkansan]

@BillAckman Yes, eventually I believe we will have a Moore’s law type phenomenon where models all run locally, much like how the first computer was enormous

[Arkansas Capital @ProudArkansan]

@pickuptruckguy1 You are drunk, sir!

[Arkansas Capital @ProudArkansan]

@felixprehn False

[Arkansas Capital @ProudArkansan]

There is an understated risk to implementing current American models heavily in your business. The numbers I am seeing show that Anthropic and Open AI are running at 500 to 700% negative profit margins. Once you become dependent, these companies will bleed you.

[Arkansas Capital @ProudArkansan]

Anyone else just constantly stare at the MEATER?

[Arkansas Capital @ProudArkansan]

@DimitryNakhla Date of record for the spin was June 15th.

[Arkansas Capital @ProudArkansan]

America, a country so great that even those who hate it won't leave🇺🇸

[Arkansas Capital @ProudArkansan]

@valuedontlie Colin, you should check into the incremental margins. These numbers are not indicative of the business.

[Arkansas Capital @ProudArkansan]

Why is nobody talking about $WBD?

[Arkansas Capital @ProudArkansan]

@Investor_NICK_ , Lake Minnetonka is incredible. Excelsior is a special place. The Chicagoans are missing out.

[Arkansas Capital @ProudArkansan]

@VijarKohli @brettgardner_10 Technically, he invested in Buffett which was one of the greatest investments of all time.

[Arkansas Capital @ProudArkansan]

@BarrySchwartzBW They got too greedy. Prices are way too high. We use local for 50% less

[Arkansas Capital @ProudArkansan]

@TidefallCapital @MikeZaccardi @DualityResearch Exactly.

[Arkansas Capital @ProudArkansan]

@wealthMAinsider @shawngorham Swatch, my guy.

[Arkansas Capital @ProudArkansan]

@MarkTMeredith Look this is my last and final reply.

Your analysis is flawed and many investors (anyone I know) would love to have ~$10,000 more dollars with a less than 0.01 change in Sharpe.

[Arkansas Capital @ProudArkansan]

@7Saturdaysaweek @MarkTMeredith Yes, we both have studied and know sharpe ratio is somewhat flawed and can penalize upside volatility, I would be more interested in Sortino ratio.