dcfdude

The NPV of a business is the sum of the discounted present value of all future memes about the business. Nothing here is advice - I’m not your mom.

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@DanV_Barrons @eastvillageguy Unfortunately this is the answer. Can also be useful to manually call the top 20 landlords in the city to ask about units they're about to list and if you can just take.

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@AndyOstroy What’s the correlation between people able to afford the ticket prices and TDS?

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@levelsio You seem to be missing that a lot of people don’t care about value, but just want the highest end product available.

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@burby_geek @BoringBiz_ I’m sorry, but “graduated from day care”? The nanny can do that.

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@rich_toad @Srasgon Rules? It's 2026.

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@stockjock84 Cyclicals were always cheap when expensive and expensive when cheap. Now expensive when expensive. So many examples.

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@johnarnold $CWGL good example!

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Wembanyama is pretty obviously the future GOAT if he avoids injury

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@FocusedCompound Could you please do a sensitivity table, sensitizing the EMM from 5 to 25 and Revenue from $15B to $150B?

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@StructSkeptic Doesn’t he already have a bunker mansion in NZ?

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@litcapital Recording in public needs to stop

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@piktoggle_ What are you trying to accomplish with this “networking”? If it’s actually form lifelong and meaningful relationships with accomplished people who will help you, isn’t it better to have fun with them? Hard to have REAL fun reading in an old stuffy library or eating with a tie.

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@TBU12345678 @bucketshopcap You can manage money anywhere...

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@compoundpapi @Larryjamieson_ @88888sAccount @BornDwnUndr Generally best to buy companies (and industries, see GRFS chart as well) where the stock prices go up instead of down. Is the pitch compelling at all other than *look stock down a lot*?

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@SynBio1 Or maybe they’ll be just fine

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Finally cancelled all my Millennial coupon book subscriptions. CSR, Amex Plat, Delta Reserve, all of them. Just going to make money and then spend money.

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Best AI tool for public markets today? ASKB, Pinegap, Alpha-Sense, something else?

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@TMTLongShort Those 2 are like 80% of the job!

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@TMTLongShort Amazing. Sounds like breath of fresh air. Examples of menial tasks very effectively outsourced?