Stephen Walker

🏳️‍🌈

[Stephen Walker @SW_Resurgo]

@RepJamesClyburn Don't forget to indict those that "donated" to this project.

[Stephen Walker @SW_Resurgo]

@CXCarroll @SMB_Attorney There's a common holistic measure here. @grok What is the GDP PPP per capita for the United States, Korea, and Japan?

[Stephen Walker @SW_Resurgo]

@CXCarroll @SMB_Attorney That's not at all the point I was making. I'm speaking to capital markets, not workplace safety, which I have no idea if your point is valid or not.

[Stephen Walker @SW_Resurgo]

@CXCarroll @SMB_Attorney I hadn't thought of this before, but legal services may contribute to capital allocation and explain what's wrong with South Korea and Japan.

[Stephen Walker @SW_Resurgo]

@RobinWigg @noahisreading Started a couple of weeks ago. Finished it a few days ago. Quite the page turner! I can't recall the last time I actually finished a book.

[Stephen Walker @SW_Resurgo]

@MikeFritzell Railroads.

[Stephen Walker @SW_Resurgo]

@MikeFritzell For what it's worth, Bruce Greenwald in Competition Demystified categorized moats as being driven by (1) supply, (2) demand, and (3) economies of scale. IKEA seems to fit a little of (2) in one dedicated trip I can set up my apartment (switching costs are high) and (3) logistics

[Stephen Walker @SW_Resurgo]

@DaBao_ @MikeFritzell Not the kind of high barriers to entry and customer captivity we typically look for.

[Stephen Walker @SW_Resurgo]

@wjcarter @kakashiii111 has done some excellent reporting on suspect NVIDIA chip sales

[Stephen Walker @SW_Resurgo]

@AsiaLens @JensenHuang No one cares about his affairs. We care about whether crimes were committed.

[Stephen Walker @SW_Resurgo]

@bethanymac12 They're paying for the sweat. He keeps it on even in 90F temps:

[Stephen Walker @SW_Resurgo]

@ParrotCapital @Liathetrader I'm a bit cynical here. A deal will be done and he'll be neutered, but will remain.

[Stephen Walker @SW_Resurgo]

@PatrickMcGee_ What a shitty take. Try again.

[Stephen Walker @SW_Resurgo]

@BluthCapital Napa wineries are quietly dumping their inventories for $10/bottle in a generic label.

[Stephen Walker @SW_Resurgo]

@ParrotCapital @Liathetrader Looks like haystacking to me to get ahead a more serious story since the NYT reported it a year ago.

[Stephen Walker @SW_Resurgo]

@RichardJSpencer The affair haystacks the real crimes.

[Stephen Walker @SW_Resurgo]

@shortbus_ace Apparently, it's ok to break U.S. laws so long as you have a good intention.

[Stephen Walker @SW_Resurgo]

The last two years have exposed a tech ethos that treats breaking the law as acceptable in pursuit of some higher goal. Americans have a right to expect duly enacted laws to be followed. The 1930s offer a warning about subordinating democracy to fascism, or in modern terms: "e/acc"

[Stephen Walker @SW_Resurgo]

@RahmEmanuel Don't forget his attempt offering the government a cut in revenue in exchange for an export license.

[Stephen Walker @SW_Resurgo]

@TheTNHoller Negotiating a "cut of revenue" in exchange for an export license violates the US constitution. Huang has no respect for the rule of law in the United States.