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@JaneCazneau “But they made everyone whole last time! 😭

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Moar... $GQGU

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Imagine initiating a buyback and not knowing the tax consequences of said buyback. Kind of a farce that $GQG.AX is listed down under.

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ETF now ~10% software + 3% MSFT $GQGU

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@IceburghCapital @DeadLiftCapital Sweet. I don’t know DAK, will check it out! @Outlandscoffee has been doing a ton from El Vergel Estate and I don’t know what is in the water there but they consistently work magic.

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Such a banger cc @IceburghCapital @DeadLiftCapital

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@sakurayukiai This mostly applies to local setups with batch size = 1, right?

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Good gravy…

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No compounder aero bros posting on $ARXS?

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this is literally the same interview he has given for 3 years

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@CP2Close @cfo_mm I wore a suit to a palantir interview in 2009 and basically was tossed on that basis immediately.

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@cjzafir Feel like a rebrand of SLM from small to specialized may make sense.

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@CDisinterest @CorneliaLake Agree. I speculate that the UK acq happened bc of finally seeing horizon on US growth, so willingness to pay went up (as this was on the table for years). That said, think I may be underestimating capacity of 3rd party to take IG assets vs needing ins liabilities to do so.

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@CDisinterest @CorneliaLake Don't think any. Geo exp, DC prob the other big pools. Those three names are playing v diff LT games despite how they get grouped together imo.

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@Cap1talCap1tal @WaterworldCapi1 @taobanker Don’t feel bad for not opening the lowest barrier to connect w you

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@jay_21_ Weird that sw based optimizations aren’t on there. Ridic pace happening in both efficiency and intel. Could be what breaks logjams 🤷‍♂️

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@rishiiyer01 70b parameter diffusion model conversion in progress?

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@jclarkson203 As far as I can see which is not far I’d say GL to them, seems v hard

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The minute life insurers have a moment where they trade up to premium multiples for whatever reason, if ever, is the minute Black Rock/Stone will ape into the last ones unaffiliated in a major way

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@sakurayukiai 🙄

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@mr_r0b0t @macbethAI @NVIDIAAI great catch - wonder if the 1tb version gets this treatment from time to time.

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Before you come at me in the DMs, I hate all the names I own equally

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"The alts portfolio, low for the quarter, but doing exactly what it is supposed to do. S&P was off 17%. Russell was off 16%. Levered equity, which is the strategy that most of our industry uses in their alts portfolio would have been worse down north of 20%. We were up 6%."

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Transparency = calling a fraud you invested in an "idiosyncratic" loss eh?