Value Trap Capital™

[Value Trap Capital™ @ValueTrapCapLP]

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[Value Trap Capital™ @ValueTrapCapLP]

@matthew_pines already got your 2nd https://t.co/CptK8WsL6D

[Value Trap Capital™ @ValueTrapCapLP]

@satyanadella Sloptimus Prime

[Value Trap Capital™ @ValueTrapCapLP]

@compoundpapi @negative_IRR Ulmark’s side chick confronted his wife, who then told the rest of the teams wives about the antics of the team on the road

[Value Trap Capital™ @ValueTrapCapLP]

@signulll And that GOOGL is now more valuable than AAPL despite that era being over.

[david friedberg @friedberg]

why not just raise income tax rates?

because your real intent is not to just “provide healthcare”.

you’re masking that you are proposing the creation of, for the first time in the 250 years of this American republic, an organized government seizure of private property from citizens.

you’re calling it a “wealth tax” or a “billionaires tax” or “millionaires tax” or whatever nom du jour polls well. but at the end of the day, it’s the seizure of private property from citizens by the government. citizens that earned money, paid their fair taxes on those earnings (53% if they live in California) and are now being told they need to hand over after-tax assets because the government has failed to provide promised services with the revenue it’s collected, and are now re-casting their own failure to be a socio-economic inequity that must be justly resolved... a slippery slope that has never gone anywhere good (see economic effects in USSR, Cuba, Venezuela, France and Norway wealth tax etc.)

the American founders fled tyranny in Europe and this amazing nation was populated by immigrants (myself and your parents) from around the world not just looking for a “better life” but for a place where they could have freedom from tyrannical governments that can take what they want from private citizens. a great nation borne of property rights, the rule of law, and endowed freedoms to believe, speak, or act. these principles led to the greatest run of innovations, successes, and widespread increase in prosperity, for all citizens, ever seen.

the citizens, the individuals, not the institutions, delivered this progress. those who invented, who toiled, who bled, who sacrificed, who took risk and persevered, who led, and who changed the world, are not charlatans, kleptocrats, or oligarchs. they’re what made us all better off. prosperity is a measure of america’s success, not its failure.

it is your principle that is so offensive, as evidenced by the broad disdain for your flippant flirtation with the darkest of human fantasy - socialism. you and other neo-socialists have led so many of us to reflect on America’s history and what it is becoming. that now leads so many to consider, so unnecessarily, leaving their homes for a place where everyone stands up to shout down the principle you suggest. because if your ideas are now considered moderate, it’s clear this titanic is sinking.

that a “simple tax” of taking assets that have been earned, through toil and tribulation, rightly taxed, and preserved, should now be unjustly seized, is your solution to a problem of obvious government mismanagement and outright fraud, tells us that your true motivation lies not in giving people healthcare but in cutting down success and deleting the system of prosperity and opportunity for all.

i don’t care, and neither should anyone else, what the sum total market value of a private citizens private assets might be. it is none of my business and should be none of yours. because, again, once you open that pandora’s box, we might as well study Lord of the Flies … there is literally nothing stopping 51% of citizens demanding that their government go out and seize 100% of the private property of the 49%.

want to give healthcare to people in need? do your job and fix healthcare. make it affordable. want to be lazy about it? then do your job lazily and raise income taxes.

want to take private property from private citizens who have paid their fair share of taxes and legally earned their property, then honestly declare that it is envy, not inequity, that you strive to resolve��

[Value Trap Capital™ @ValueTrapCapLP]

@agnostoxxx Thank you walter

[Value Trap Capital™ @ValueTrapCapLP]

@OnodaCapital This reminds me of Mag7 vs Main Street ISDA incident

[Value Trap Capital™ @ValueTrapCapLP]

Excellent read

[Michael Green @profplum99]

Can be found here https://t.co/YfqwKfjJSO

[Value Trap Capital™ @ValueTrapCapLP]

NVDA at all time highs. Marko does it again

[Value Trap Capital™ @ValueTrapCapLP]

@YellowCatCap bonk

[Value Trap Capital™ @ValueTrapCapLP]

@OnodaCapital Where is your ISDA

[Value Trap Capital™ @ValueTrapCapLP]

@Sleepysolcap @jnconkle Lando Norris’ girl after watching lando choke off the line at the Barcelona GP on Sunday

[Value Trap Capital™ @ValueTrapCapLP]

@BullfightCap any type of external communication about fund performance usually must show hypothetical net returns of the highest possible fee paying class, even if it is not the actual blended net IRR paid to investors. So unless he is literally the only LP in Proprietary Capital...

[Value Trap Capital™ @ValueTrapCapLP]

So back

[Geiger Capital @Geiger_Capital]

Wow.

Trump says EU talks are going nowhere and they will have a 50% tariff starting June 1.

[Value Trap Capital™ @ValueTrapCapLP]

@VolatilityWiz

[Value Trap Capital™ @ValueTrapCapLP]

@laurenbalik @eric_seufert where to even start....

[Value Trap Capital™ @ValueTrapCapLP]

@WillKingston @TimJDillon you need to see this ASAP!

[Value Trap Capital™ @ValueTrapCapLP]

L o l

[supplyshocks @supplyshocks]

$MSTR is about to break TradFi. Here’s an example of how out of whack things are:

Tesla Q1 Net Income: $409M
MSTR YTD income (from BTC) $5.1B
(12.4x)

Tesla Market Cap: $890B (9x)
MSTR Market Cap: $99B

MSTR currently has 1240% greater earnings than Tesla but trades at 11% of Tesla’s market cap

If the market valued MSTR’s YTD Bitcoin gains the same way it values Tesla’s Q1 profits, MSTR would trade at $41,000 per share instead of $368 today.

And that’s WITHOUT pricing in Bitcoin appreciation and further accumulation

[Value Trap Capital™ @ValueTrapCapLP]

@VolSignals @polynoamial @kaicathyc @BrianRoemmele Wow, went to college with her, so unfortunate going through same thing right now