Casey Osborne

private credit

[How I Mine for Fish? @HowIMineFish]

This is the one that haunts me. The 95.5 guy will likely blaze his own path and do something outside of a structure. The guy who pushed up 4 points between midterm and final looks like the biggest loser in the world at the midterm but is actually above average.

This is the death of society. The median citizen looted, buried, and shamed, because THEY DIDN'T LIE, while everything rots from the head as incompetent liars fill the upper ranks.

Society dies with Mister 59.

[Casey Osborne @Casey_0sborne]

@VivekGRamaswamy This is the most ridiculous pander.

Common Economics: property taxes churn houses FROM older TO younger people in their prime earning years visa vi down sizing.

[Casey Osborne @Casey_0sborne]

Interesting idea

[Casey Osborne @Casey_0sborne]

@BenWilsonTweets @TrungTPhan My favorite podcaster through it all. tempus fugit

[Casey Osborne @Casey_0sborne]

@blondesnmoney Largest position?

[Geiger Capital @Geiger_Capital]

There is no magic soil.
A nation is simply it's people.

[SpaceX @SpaceX]

Full duration and full thrust 33-engine static fire with Super Heavy V3

[David ImeI @DurvidImel]

2026

[Barbarian Herodotus @BBHerodotus]

Teddy Roosevelt’s Sagamore Hill home in Oyster Bay.

[Casey Osborne @Casey_0sborne]

@JoshJunker2 Walk by it every day

[Casey Osborne @Casey_0sborne]

Not a socialist but this guy can market

[Arthur MacWaters @ArthurMacwaters]

American aesthetics are unironically better than any civilization in history and it's not even close

[Casey Osborne @Casey_0sborne]

Now do it by TV shows/movies

[David Sun @arcticinstincts]

A study linked various SAT test scores to favorite bands- the lowest SAT scorers preferred Lil’ Wayne, and the highest preferred Beethoven

[InfantryDort @infantrydort]

“But the curse of every ancient civilization was that its men in the end became unable to fight. Materialism, luxury, safety, even sometimes an almost modern sentimentality, weakened the fibre of each civilized race in turn; each became in the end a nation of pacifists, and then each was trodden under foot by some ruder people that had kept that virile fighting power the lack of which makes all other virtues useless and sometimes even harmful.”

-Teddy Roosevelt

[Casey Osborne @Casey_0sborne]

@__paleologo Now layer in the topography & you will understand why.

[Casey Osborne @Casey_0sborne]

Great lesson here

[Will Ahmed @willahmed]

You have no experience.
You’ve never started a company.
You’ve never had a full time job.
Nike is going to kill you.
You’re a kid.
You don’t have technical skills.
You shouldn’t build hardware.
Apple is going to kill you.
You can’t build hardware.
You can’t measure heart rate non-invasively.
Athletes don’t care about recovery.
Under Armour is going to kill you.
It won’t be accurate.
You don’t listen.
You’re an ineffective leader.
You can’t recruit great talent.
You’re going to have to pay every athlete.
You can’t measure sleep non-invasively.
It’s too expensive to research.
Athletes are a small market.
The product costs too much to make.
The product costs too much to sell.
Your valuation is too high.
Consumers aren’t going to want it.
Hardware is too hard.
You should measure steps.
Fitbit is going to kill you.
You can’t build a marketing engine.
You can’t raise enough money.
You need a real CEO.
Google is going to kill you.
You can’t be a subscription.
You can’t build a brand.
You can’t do consumer in Boston.
Your valuation is too high.
You shouldn’t make accessories.
You shouldn’t make apparel.
Lululemon is going to kill you.
You can’t predict Covid.
Stay in your niche.
You are going to run out of money.
You can’t build a health platform.
Amazon is going to kill you.
You can’t measure blood pressure.
You can’t get medical approvals.
The market is too small.
You don’t understand AI.
The market is too competitive.
It won’t work internationally.
The supply chain is too complicated.
You can’t build an AI.
You can’t raise enough money.
It’s too competitive.
Healthcare isn’t going to want it.
…

Just keep going ✌️

[Casey Osborne @Casey_0sborne]

@A_LastingLegacy Debt/Adj. Ebitda <5x?

[Casey Osborne @Casey_0sborne]

Drove through Indiana this weekend & felt like I was in a third world. Are all small towns in the US dead? The U.S. letting China in the WTO kills ~75% of small towns...

[verb @sierras_account]

Braddock, PA. 2026 (Note Palantir billboard)

[Casey Osborne @Casey_0sborne]

Post run thoughts:

1. In a world of Tik Tok & brain rot, the most valuable trait someone can have is self control.
2. Man is both the marble and the sculptor, is the most real quote
3. Action creates information, the best thing to do when you dont have clarity is move forward