Jitesh Thakkar

software developer. individual investor. lifelong learner

[Jitesh Thakkar @edgefinite]

Interesting research
@PrimerDesk

[Primer Desk @PrimerDesk]

I've had an X account since 2010 and never felt the desire to post anything. Sixteen years of just observing. This is the first thing I've felt was worth breaking the silence for so I started The Primer Desk to reach out to others that have a sense of curiosity.

I spent over 20 years as an institutional trader so markets have been my whole working life — but the thing that never faded was plain curiosity about how things actually work. And for years I've read research — sell-side notes, think pieces, long threads — and kept hitting the same wall: most of it tells you what to think, and almost none of it shows you the machinery underneath. So I built the resource I always wanted and could never find.

The Primer Desk takes one subject — an industry, a company, a chain of value — and explains it properly, from first principles, until you can see where the durable economic value actually concentrates: the parts that are genuinely hard to compete away, and the parts that only look that way. Every claim is traced back to a primary source, so you never have to take my word for it.

What I hope you get from it isn't a conclusion to agree with. It's a working model you can hold in your own head — enough to form your own view, and enough evidence to argue with mine in the open.

No investment advice. No price targets. No positions. Just an honest attempt to understand how things work, and where the money that lasts really sits.

The first briefs are live — the AI infrastructure supply chain, US nuclear, the political economy of Latin America, SpaceX, and more.
If you've been looking for the same thing, come read, check the sources, and tell me where I'm wrong.

→ https://t.co/ChrIGADNOs

[Jitesh Thakkar @edgefinite]

@TradingWarz 👍

[Jitesh Thakkar @edgefinite]

@ELonMuskNewssX 👍

[Jitesh Thakkar @edgefinite]

@StockOptions888 1k

[Jitesh Thakkar @edgefinite]

@TradingWarz ME

[Naval @naval]

The great ones don’t do it for money or fame or power.

Or to build an institution, or to help others, or to save the world.

Like a child tinkering, they create it for its own sake.

Free of the burden of ambition.

Deaf to the demands of the world.

[Jitesh Thakkar @edgefinite]

@MrJonesSTRs why isn't techvestor registered with the SEC? why are all listings on airbnb listed as Sabrina instead of techvestor or superhostlabs?

[Jitesh Thakkar @edgefinite]

@recostseg @threadreaderapp unroll

[CyclesFan @CyclesFan]

$SPX is headed into a short term low. In the August uptrend it made a low on day 35. This time it's likely to bottom on day 34/35 which means a low on 12/1-12/2. A close below 3906 will lead to 3810. The bears are confident Powell will deliver tomorrow. Will he? Let's see.

[Vala Afshar @ValaAfshar]

A startup in India is making these sneakers (a $70 billion market) made of garbage (12 plastic bottles and handful of trash bags). And for $110, they will be shipped anywhere in the world.

[Jitesh Thakkar @edgefinite]

@pyquantnews @ThreadWise save thread

[Jitesh Thakkar @edgefinite]

@samuelthompson @readwiseio save thread

[Jitesh Thakkar @edgefinite]

@blakeaburge @readwise save this thread

[Jitesh Thakkar @edgefinite]

@girdley Save @readwise

[Jitesh Thakkar @edgefinite]

@Neo_Trader83 @Dannyboy_322 @RCNconnects I have my own modem. Specifically, which dns settings did you change? I'm without internet for 4 days now.

[Vala Afshar @ValaAfshar]

A rich life:

1. You and your loved ones are healthy
2. Quality time with family and friends
3. People who love and trust you
4. Work that fills you with pride and joy
5. Opportunity to learn and grow
6. Freedom to express yourself
7. Courage to dare, dream and do
8. Wanting less

[U.S. Surgeon General @Surgeon_General]

1/n A note on testing- not all labs are reporting yet (or promptly), but the ones that do, report that 90% of tests (which are usually people exposed or w/ symptoms) are #COVID19 negative. That means even among the highest risk people, most don’t have #coronavirus...