brad conger

[brad conger @bradconger2]

@TheCinesthetic Not to be pedantic but the sequel should have been ‘I still know what you did summer before last’

[brad conger @bradconger2]

@310Value @DeepSailCapital Only person I ever met who used the word ‘recondite’. He was a philosophical giant.

[brad conger @bradconger2]

@TonyClimate The illiteracy bothers me though. Hell rains down. God reigns. Rein yourself in. None of these people took English seriously.

[brad conger @bradconger2]

@JadeCole2112 For Sam, ‘utility’ implies regulated monopoly. I am afraid no such compact is in the offing. Gonna be a bloody rate war till last man standing.

[brad conger @bradconger2]

@boazweinstein Agree with you, maestro, but this chart is a real dog’s breakfast. One series is a levered junk price. The other is IG spread.

[brad conger @bradconger2]

@coatuemgmt Yes, when Amazon’s earnings implode due to depreciation charges and bloodbath in compute pricing and it trades at 75x. WMT still mid 40s.

[brad conger @bradconger2]

@Schuldensuehner Difference with Duke/CFO survey shows CEOs live in Potemkin villages where they hear what they want to hear from people they bonus

[brad conger @bradconger2]

@rohanpaul_ai Yeah, you’re right. Guy looks Ike a poseur. Should probably dismiss his perspective and keep chugging TikTok.

[brad conger @bradconger2]

@MebFaber @profgalloway @elonmusk @realDonaldTrump ‘I was hanging out with some USAID people last night.’ What were you guys talking about? How sad it is you don’t have taxpayer funds to grift anymore? You lost the budget because of rampant corruption- nincompoop.

[brad conger @bradconger2]

@fasc1nate Or, as the locals call it, the ‘wolf buffet’

[brad conger @bradconger2]

@fasc1nate Go to DUKES, have 2-martini limit and tell everyone I went to British museum

[brad conger @bradconger2]

@MichaelAArouet @StanphylCap Also, AI would not waste a ton of investor’s capital on a foray into retail banking.

[brad conger @bradconger2]

@CGasparino @MichaelMOTTCM @Harvard Bid for PE LP interests is .40-.65. HMC about to experience FIFO liquidation, where we see true vintage returns rather than denominator distortion.

[brad conger @bradconger2]

@MebFaber @CambriaFunds WMT

[brad conger @bradconger2]

@MebFaber @CambriaFunds HD

[brad conger @bradconger2]

@MOSSADil Nothing to lose one’s head over.

[brad conger @bradconger2]

@engineers_feed Swedish: Vintergatan, ‘winter road’

[Real Vision @RealVision]

#994 - Does Inflation Matter to the Fed? | with Cem Karsan https://t.co/a7BKiz9ZZ5

[brad conger @bradconger2]

@Barchart @RJRCapital Now show a chart of 10yr eps. Hint: it’s negative. Nowhere for 10 yrs. Shareholders don’t benefit from China growth.