Beaner

thinking in hyperbolic straight lines. Portfolio is just a few positions.

[Beaner @afewredbeans]

Science is the systematic reduction of coincidences.

[Beaner @afewredbeans]

@AgustinLebron3 Do most non competes compensate at full salary for the duration of the non compete period?

[Beaner @afewredbeans]

@DominickCampag

[Beaner @afewredbeans]

@sidprabhu Standard of living increased from mindless consumption items.

[Beaner @afewredbeans]

@A_May_MD @X1H44686888 If you had to play devils advocate, why wouldn’t it become 1st line standard of care? And if it does become 1st, what would peak sales be?

[Beaner @afewredbeans]

@EconomPic @sidprabhu Taxes and Insurance has doubled.

[Beaner @afewredbeans]

@EconomPic @sidprabhu Locked in mortgage at 3.25% 30 YR in 2019. Mortgage payment + escrow payment increased 35% since then.

[Beaner @afewredbeans]

@moseskagan https://t.co/0Uxryx4aAG

[Beaner @afewredbeans]

@kieranwgoodwin PE at its core monetizes reputation to zero.

[Beaner @afewredbeans]

Part of market makers role is to be hitmen on lop-sided positioning.

[Beaner @afewredbeans]

Adding efficiency to markets is not defined as pushing asset values towards fair value according to fundamentals, but adding higher barriers to entry for PnL.

[Beaner @afewredbeans]

@waltuuuhr @orrdavid The switch has already started. Android, iOS, ChromeOS. AI will make switching greasier.

[Beaner @afewredbeans]

@waltuuuhr @orrdavid Agentic Based HTML5 UI that makes underlying OS irrelevant. Series of Icons to fire up Netflix, Email, TikTok probably good enough for 75% of consumers.

[Beaner @afewredbeans]

@ernietedeschi The common thread across all 1st world stunted birth rates is high housing costs.

[Beaner @afewredbeans]

The lesson learned from this cycle is to rate companies on marginal excitement rather than fundamentals.

[Beaner @afewredbeans]

@kieranwgoodwin PE at its core monetizes reputation to zero.

[Beaner @afewredbeans]

AI will be a boon for open source software. The days of high margin software services are over.

[zerohedge @zerohedge]

And the private credit funds come from retiree annuity investments which are now gated at the BDC level

[Beaner @afewredbeans]

Long $BTC is long mass psychosis. Mean that in the most non derogatory way possible.

[Beaner @afewredbeans]

Before the age of 30, it feels your foot is on the gas pedal and after 30, it is on the brakes.

[Beaner @afewredbeans]

@citrini Jho Low probably threw some ragers too.

[Beaner @afewredbeans]

@EffMktHype Don't they market to market gains on those loans?