Sanjay Sen

[Sanjay Sen @SanjaySen2019]

@DimitryNakhla Beautiful!

[Sanjay Sen @SanjaySen2019]

@RihardJarc He too can be swayed since AI is such a big driver of demand for his business (Cloud), so he has an incentive to believe. Regardless the future is a closed book.

[Sanjay Sen @SanjaySen2019]

@optionscjp @RentYourStocks GAAP is just the starting point. NOW has 98% client retention rate but spends 33% revenue on sales and marketing which is obviously then growth spend. WMT was high growth but ran growth spend thru CF statement. NOW runs it thru Inc statement. Adjust margins ex-growth, P/E lower.

[Sanjay Sen @SanjaySen2019]

@MatthewNichol5 Still cucking Will with her lost love’s photo. Leave the man be.

[Sanjay Sen @SanjaySen2019]

@BoringBiz_ Thanks for putting the bottom in on legacy software and top on LLMs.

[Sanjay Sen @SanjaySen2019]

@historydefined

[Sanjay Sen @SanjaySen2019]

@david_perell @rorysutherland @signulll 👏🏻 Charlie Munger’s is amazing too: “the prize for winning the pie eating contest is you get to eat more pie.”

[Sanjay Sen @SanjaySen2019]

@awealthofcs 👏🏻👏🏻👏🏻

[Sanjay Sen @SanjaySen2019]

@awealthofcs 👏🏻👏🏻👏🏻

[Sanjay Sen @SanjaySen2019]

@FoundersPodcast There’s a difference between big ego and strong ego. You want people with the latter not the former. Warren Buffett has strong ego, most politicians have big egos.

[Sanjay Sen @SanjaySen2019]

@Ross__Hendricks 💯👌

[Sanjay Sen @SanjaySen2019]

@bgurley @mjmauboussin 15 years ago WMT traded at 11x EPS coz everyone thought it was bust and online would kill it. That perception was wrong. What ur seeing isn’t the mkt saying TEV at risk. Market structure is leveraged, short term price speculators; retail, pods, algos.

[Sanjay Sen @SanjaySen2019]

@johnarnold @skidrivebike And if LLMs gonna disrupt and takeover all these industries, they’ll generate huge cloud computing demand yet the hyper scaler stocks all dropping. AMZN on biggest losing streak in 20 years. MSFT in bear market.

[Sanjay Sen @SanjaySen2019]

@johnarnold @skidrivebike Did you see the $5m cap karaoke company which brought down CHRW? This isn’t some well thought out fundamental argument about fewer desk jobs. It’s panic and market structure where most daily trading volume is leveraged price driven pods and algos.

[Sanjay Sen @SanjaySen2019]

@johnarnold Do you believe a F500 co will dump Aon to do its risk mgmt and insurance thru an LLM or dump CBRE and use an LLM for its real estate and engineering?

[Sanjay Sen @SanjaySen2019]

@Rogerthatlegend Why? His top 10 competitors include Fritz, Bublik, De Minaur, Zverev. He should’ve done it in one year.

[Sanjay Sen @SanjaySen2019]

@FreightAlley What's causing this? Is it short term in nature or are we in for a good for years of higher rates? Did enough trucking capacity leave?

[Sanjay Sen @SanjaySen2019]

@fiscal_ai How are those CAGRs and total changes calculated? They don't make sense with the data points.

[Sanjay Sen @SanjaySen2019]

@RSherman_25 That game was decided long before when Josh threw 4 picks, fumbled b4 halftime, overthrew Kincaid on a walk-off TD with 10 sec left. Also refs let Bills off on holding with Josh in end zone which would be safety.

[Sanjay Sen @SanjaySen2019]

@robkhenderson They got the idea from @SenWarren