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Long, long-term / Short, short-term

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@SixSigmaCapital @pabloestevezh @buccocapital That’s not a double

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@gnoble79 Maybe. But the misallocation of capital directed towards negative sum sports gambling would make Mises himself blush.

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@BoringBiz_ Carry deferring and compounding tax free for years and then coming out at cap gains rate is an unmatched compensation method. If they didn’t make money they made bad investments, also fair!

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@BigJohn043 @weltluster @Kirkland_Ellis Bingo

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@DrTomsLens AI for polar bears, powered by icebergs

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@orrdavid Also not normal for a trillion dollar company CEO to have no salary for 50 years. Lots of not normal things

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@InvestNorthwise NBIS issues 1 trillion shares at $1, then stock returns will suck. Got it.

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@EchoAnalysis Arkady > Fibonacci

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@Investor_NICK_ S-Corps, partnerships, & LLCs are flow- throughs, typically filing extensions, with individuals paying government each quarter through estimated Q payments that true up as books close on the year. Govt fiscal YE separate issue, maybe valid but no sign of general crowding out yet.

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@jbulltard1 Got a feeling that VSNT spin will be seen as a mistake.

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@JoeSquawk @spfareal @TimSamsTravelUS I’d rather short Versant than buy Bitcoin. You might want to double check the 5-year chart.

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@mitchellvii Geopolitical impact on oil has nothing to do with inflation

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@Investor_NICK_ If non-normie Peter is willing to be exploited by AI to pay 50% more for his ticket, then the breakeven for normie Paul just went down by half.

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@RealJimChanos @MelvinInvests (1) The $NBIS Unfaithful believe that the autist founder of Russian Amazon, Google, Uber does not have a clue about capital allocation.

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@mvcinvesting On days like today I let it slide that he called it KNEE-bius

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@stevehou Buybacks should only be considered by mgmts of undervalued companies

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@Motiva_Capital @capitalsignalss @RJCcapital Burry does not have that kind of AUM

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@mvcinvesting Can’t blame Citadel or whomever they flipped to for taking profits

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@jiahanjimliu Is the Whale in the room with us now?