Gumbril Junior

[Gumbril Junior @gumbriljunior]

@Jesse_Livermore As a counterpoint, in 2026 if you are writing something and you fail to get your point across because of unclear writing, run on sentences, and the like, that’s on you. Just run it through an AI. There are no browny points for originality if it’s unintelligible.

[Gumbril Junior @gumbriljunior]

@NotJanetYellen7 @YellowLabLife Niche metal implies risks in being able to sell the product, or markets in which there is only room for one or two new mines. Things like antimony, germanium, and REEs are niche metals. Molybdenum is not a niche metal. The annual market size in molybdenum is ~700M pounds.

[Gumbril Junior @gumbriljunior]

@NotJanetYellen7 @YellowLabLife Molybdenum is not a niche metal. Its market size is similar to nickel, zinc, and even primary mined silver. Practically all major copper producers are serious players in the molybdenum industry.

[Gumbril Junior @gumbriljunior]

@ramez GLP-1s might actually work for this too, as they seem to have benefits for all manner of addictions!

[Gumbril Junior @gumbriljunior]

@BarrySchwartzBW It’s embarrassing

[Gumbril Junior @gumbriljunior]

@Andercot Are you saying you reject the basic physics of the greenhouse gas effect?

[Gumbril Junior @gumbriljunior]

@_martinkunev_ @liron This does exist, although you must choose just one constant to set to 1. Physicists often use unit transformations where c=1 or hbar=1, but you need to change back to regular SI units if you want to make useful calculations of things like distance or mass or whatever

[Gumbril Junior @gumbriljunior]

@liron Well 2r=d so if you like Pi=(C/2r). The point is, units of radians have all kinds of mathematical benefits versus degrees, and no matter how you cut it, a full turn around the circle is 2pi. As Cameron notes, you can define 2pi=tau and then say a full turn equal 1tau, if you like

[Gumbril Junior @gumbriljunior]

@xpasky @AndrewCurran_ This is the correct interpretation but, as you’re likely aware, most people are allergic to this level of nuance

[Gumbril Junior @gumbriljunior]

@FitFounder Countries with a national healthcare system have an incentive to do this as it saves taxpayer resources over the long term. The US has the opposite incentives.

[Gumbril Junior @gumbriljunior]

@TidefallCapital Is there a good explanation for why targets keep lining up to sell to them at 20-25% IRRs when their funding costs are 6-8%, or why this opportunity hasn’t been competed away by other asset managers?

[Gumbril Junior @gumbriljunior]

@Thinkwert @ESYudkowsky This is what leads to Skynet. No one will have any idea what is real.

[Gumbril Junior @gumbriljunior]

@atelicinvest Something I’m a consumer of so I intuitively understand the demand dynamics, and that has successfully raised prices for several years

[Gumbril Junior @gumbriljunior]

@unciacapital Seems form over substance but it may be about building or managing trust with the audience (presumably higher decision makers). Not nailing basic grammar and formatting erodes trust in the underlying analysis and work. Take it as a compliment the main thrust isn’t being attacked.

[Gumbril Junior @gumbriljunior]

@Mark_IKN Nice work, Mark

[Gumbril Junior @gumbriljunior]

@MoS_Investing AI for software development, if managed well, will allow mission critical solutions to improve and deepen their moats or expand their markets faster than the presumed disruption which would come from customers self-solving their problems.

[Gumbril Junior @gumbriljunior]

@BlackAlex58 @Mark_IKN Semafo / Orbis 2014?

[Gumbril Junior @gumbriljunior]

@WBuffeneger @midtown_rob Citizenry is important. You may not feel this at your current age but it comes for us all. You either act in the interest of yourself and your community or you get taken for a ride.

[Gumbril Junior @gumbriljunior]

@TihoBrkan I agree, I’m not condoning it (with my investor hat on). But from an employee retention perspective, it’s more understandable, but is always regarded as a wedge issue (benefits one stakeholder at the expense of another).