dave platter

Moving every few years taught me to connect. Now, I deliver $$billions of verified value to public and investor relations clients. Climate, proptech, rl estate.

[dave platter @dplatter]

@cyrilXBT Not only that, but Claude wrote your Tweet.

[dave platter @dplatter]

@thesamuelnam I have one and still love it. So nice not to carry a heavy brick around.

[dave platter @dplatter]

@LEHogg This is fantastic, Luke. Thanks so much for creating it.

[dave platter @dplatter]

@thesamuelnam I love my iphone air, but I do regret having to forgo the orange to get it.

[dave platter @dplatter]

@Brad_Setser I’m not sure if overinvsstnent is farsighted or self harming. It is clear that it has an impact on investors in the US.

https://t.co/h4rdqhHhMP

[dave platter @dplatter]

@JChengWSJ @joy_shuxian_luo Was China ever eager to rein in its troublesome ally? It's hard for me to find an example, but that's probably because I'm no expert. Do you think this is a realistic assessment, or is she painting the good old days with rose-colored glasses?

[dave platter @dplatter]

@LouiChristopher The only way to measure this policy is: Does it win votes. It's a political measure, not a housing market reform.

[dave platter @dplatter]

@acri_uts @ZhangMarina @ZhangMarina and @acri_uts: may I ask, do workers in China's tech industry get the same opportunity to get filthy rich if their company succeeds as in Silicon Valley, through share options, etc.? it seems top talent will go where they can become the next "Facebook Millionaire."

[dave platter @dplatter]

@PeteWargent This is very interesting because I often have wondered if those NDIS properties were good investments. Buyer beware, as always.

[dave platter @dplatter]

@JChengWSJ @Lingling_Wei Great story @JChengWSJ . I pity the poor U.S.-China Business Council, stuck in the middle. There the poor guy sitting in the middle seat on the airliner, with a husband on one side and a wife on the other, and an argument going on over his head.

[dave platter @dplatter]

@NassimKhadem Nassim - it will be the nursing homes where we spend the last 5 years of our lives and 80% of our savings, eating pureed food and staring vacantly at the TV! They talk about the generational wealth transfer, but I think it's all really going to nursing homes.

[dave platter @dplatter]

@paulmidler I enjoyed your book "Poorly Made in China," but I wondered if it might be out of date now. Have you written anything more recently that looks at the China manufacturing sector and its relation to the rest of the world with a similar clarity of insight?

[dave platter @dplatter]

@QCompounding send

[dave platter @dplatter]

@estherfung @WSJ I felt bad for NJ going through this strike. I am glad it's over, @estherfung .

[dave platter @dplatter]

@JayNWay1 @LouiChristopher Hong Kong shell companies can't buy existing property in Chatswood or anywhere else without first getting scrutinised by the FIRB. If Louis is getting this hassle, imagine how much more an overseas person gets.

[dave platter @dplatter]

@evernote In the desktop app, in Tasks view, would love to be able to open a note linked top a task in a new window, so the task list remains visible. Thanks.

[dave platter @dplatter]

@LouiChristopher Jeesh! Louis - that's crazy. Please update as you learn more.

[dave platter @dplatter]

@valuewala Hi, there. Congratulations on your Valuewala newsletter. I've also got a Ghost newsletter, My Daily Oracle (daily wisdom from the greatest investors ever). I wonder if we could share recommendations via Ghost to help each other get more subs. What do you think?

[dave platter @dplatter]

@cmkusher I don't love pollies, but here they are taking the blame that rightfully belongs to the voters.

Remember what happened when Labor tried to reform franking credits in 2019? They got hammered. That was tiny compared to the firestorm this would create.

[dave platter @dplatter]

@cmkusher In all seriousness, @cmkusher. No one could win an election by promising to push house prices down.

Imagine the attack ads skewering any pol who promises to cut every homeowner's net worth by $220k.

That's 20% of the $1.1m median dwelling price as per PropTrac 2 wks ago.