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Frequently confused by the short run.

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@Mollyploofkins Directly learning for ourselves how drones have changed warfare: priceless.

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@Kane_1200 @pernasresearch And just to be clear: this isn’t Bill Miller’s burner account.

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If any private equity or private credit types are struggling to raise their next fund, maybe consider getting bombed by the US.

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@hkuppy FFS, they should know one can print on flash paper. Embarrassing how slowly that burned. Heart just wasn’t in it.

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@DSweetTexas @blueprintsmb22 Unless your freight costs are related to your marketing expense. Then G&A. Or if you ship your sales people to a client’s site. Also G&A.

But 99% of the time = COGS.

Disclaimer: not an accountant.

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@Jesse_Livermore I think it’s dumb too, but the most charitable interpretation: every time we make the impossible commonplace it sets the stage for the next leap forward.

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@CousinGraig @ADHD_Capital I don’t know, I think it’s way funnier to imagine a dedicated firing wall at Meta HQ.

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@evrgn11112231 @Kabuhl Don’t buy stuff that goes down.

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Where's my betting market on Kalshi for how high SpaceX ($SPCX) peaks on Day 1 of public trading?

I'll make a market: I'll take the over on $250 intraday with a close below $200. Where's my other degenerates...?

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Working on updating my $UBER valuation using a revised TAM that includes Mars.

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@MikeFritzell Not even the 3-shot rule of technical analysis? Ie, take 3 shots of your liquor of choice then glance at a chart to see if it's going from bottom left to top right or top left to bottom right? All you need to know.

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@KynaKosling I’ve been reading through your archives. You absolutely have what could be a top 5 (top 3?) retail trading book of all time in you.

Wait another ~5 years to write it though - at your current learning pace it would be 2 different books between now and then.

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@Merridew__ Now I just need the market to do this 10 more days in a row and I can confidently take a victory lap with my no-leverage, minimal-tech, low-equity allocation portfolio!

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@hkuppy No kidding. I’ve been analyzing TAM wrong all these years. $UBER is so undervalued if you include Mars.

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@SowingAlphaSeed @harfangcap Nah, the bottleneck, if you look far enough ahead, is the availability of reputable security firms to guard the construction sites from whatever we end calling the modern day Luddites.

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@BoringBiz_ And you may find yourself in the command center during a rocket launch at Cape Canaveral because you helped syndicate their debt deal (not SpaceX - this was ~10 years ago).

And factory tours are the best tours.

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@blondesnmoney We’ll see. Just had a guy from Google build a proof of concept for me and the existing deal I gave him as a test case resulted in Gemini calling it garbage. I’m hoping Gemini isn’t right…

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@tomicki Never mind - that was the fastest AI chat ever.

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@tomicki Why do you think the device-recall scare is overblown?