Flatline

former hedge fund manager

[Flatline @aka_Long_Game]

@ODNIgov @zerohedge You were fired. Just leave and stop with this propaganda b.s.

[Flatline @aka_Long_Game]

@TechFundies So you are asking a real estate agent if it's a good market to sell your home and expecting an unbiased answer?

[Flatline @aka_Long_Game]

@biancoresearch Such a shame he didn't ask Ukraine to help. They figured out how to cheaply destroy Iranian drones years ago.

[Flatline @aka_Long_Game]

@ToddWenning It's widely understood that Todd's returns were very mediocre and significantly underperformed the market.

[Flatline @aka_Long_Game]

@FirstSquawk Surprised it took him this long. Betting against Ukraine has been one of Trump's biggest follies. The Russian military under Putin has been absolutely humiliated.

[Flatline @aka_Long_Game]

@WarMonitor3 Russia...by a country mile

[Flatline @aka_Long_Game]

@HaydenCapital In bull markets no one cares about valuation. In tougher markets it provides critical support. Software doesn't have that b/c of abusive and excessive SBC. This the reason many of these stocks still aren't cheap despite falling a lot.

[Flatline @aka_Long_Game]

@trevornoren PPP is an obviously and well-recognized flawed/fake measure.

[Flatline @aka_Long_Game]

@superwuster @mastersinvest Once the AI begins killing us, per capita numbers are actually going to roof.

[Flatline @aka_Long_Game]

@TheValueist You should look at $APH. Mini-GLW (their #2 competitor in fact) buried within it via the highly-accretive Commscope acquisition they recently closed. Cheaper too

[Flatline @aka_Long_Game]

@breadcrumbsre Berkshire Hathaway. Insurance is their low cost source of leverage. As markets rise, Buffett raises cash like now, deploys it more aggressively as markets fall.

[Flatline @aka_Long_Game]

@TheValueist 10x FCF!

[Flatline @aka_Long_Game]

@DiscountedTr Don't forget about his Precision Castparts flop that he brought to Buffett - was basically an accounting fraud they had to massively write down

[Flatline @aka_Long_Game]

@PetramcoC You clearly do not understand special dividends

[Flatline @aka_Long_Game]

@theallinpod @howardlutnick Not a day passes where I ask myself how did this guy ever make it past selling used cars at the dealer's lot?

[Flatline @aka_Long_Game]

@WW3finalboss1 Too many Russians live there

[Flatline @aka_Long_Game]

@JohnHuber72 Appeasing regulators. Run the math - nflx incentive is shorten theatrical release window and differentiate streaming service via early release where they don't share 50% with theaters. Hollywood/actors don't care about "alienation", they go where where audiences and money are.

[Flatline @aka_Long_Game]

@HedgeyeHC Yes healthcare inflation going to push companies to adopt high deductible plans to manage cost pressure which will accelerate HSA account growth.

[Flatline @aka_Long_Game]

@TheValueist Seasonality. NG1 is just near month which always rises in winter. Need to look at NTM strip price

[Flatline @aka_Long_Game]

@TheValueist Agreed and arguably HDDs ($STX/$WDC) better than NAND. Global duopoly of two U.S. companies with no irrational supply growth unlike NAND which has to contend with aggressive Chinese supply growth.