Yesterday my son’s three year battle with cancer ended. He has gone to heaven and left Annie and I heartbroken. Thank you to all who prayed for him or kept him in their thoughts. I am happy his suffering is over, but sad that it will be a long time before I can hold him again.
recycling isn't real btw. it all just goes in the landfill. The whole idea was basically just a propaganda effort to make you feel good about yourself so you'll keep consooming product.
@ParrotCapital I remember being shocked when a friend in college from khakistan told me in all seriousness that you could kill someone there and get off Scott free if you had $5000 for bribes. Costs a lot more here, but….
1/9: We are short $BZAI (Blaize AI) because we believe that their latest $50mm deal is most likely fake, because the reported counterparty seemingly just appeared out of thin air a few months before the deal, and showcases fake products that appear to be different companies' hardware with the $BZAI and NeoTensr logo slapped on. The company is running out of money, and this PR seems to function merely as a way to boost the stock price ahead of what we believe will be a massive ATM.
@RealJimChanos@JustinWolfers It’s a no brainer, but I don’t think higher ed or politicians would like the results of that sort of credit assessment on the potential student population.
With heavy hearts we must share that we have lost one of The Pack. Matt Farrell, known to many as
@WillauerProsky has passed away. Optimistic & loyal, Matt was an indefatigable advocate for investors (Matt loved big words).He will be sorely missed, esp by those who knew him best
@pemulisking It’s dumb, long reports are “believe management, here is something that confirms my bias.” Short reports are “management are lying, this in an intervention, here is everything they lied about for the last 10 years” and most readers are like, meh, why should I care.
@Heminator there are a lot of counfounding factors, if there was an easy explanation and predictions were staightforward, then everyone involved in finance would be very wealthy
1/6: We Are Short $AZ (A2Z Cust2Mate), which we believe is a collapsing smart cart mirage built on phantom orders, undelivered deals, and a team of penny stock has-beens. Despite claiming approximately ~$500mm in “orders,” including a newly announced 3,000-cart order on November 25th from the Israeli chain Super-Sapir, the company has also touted an “order” from a cybersecurity firm with just ~$9,200 in assets. We believe Cust2Mate has shipped only a small fraction of those carts. We calculate, their claimed orders were 42x higher than the implied deliveries of carts. You can view the full report at https://t.co/V8muV84gI6
@CedarStResearch@michaeljburry It’s true that the substack model works if you have a large committed following, but generally it creates a pressure to generate enough content to justify it. Content becomes shallower, less interesting, and more redundant and less interesting.