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[🄹🄳🄷 @jdh]

@biancoresearch Table stakes of fighting deeply unpopular wars is close-to-zero American deaths. This drives insane cost and complexity, it's an irrational way to fight a war, only possible when 100:1 overmatched opponent, which Iran does not appear to be.

[🄹🄳🄷 @jdh]

@escvel0city11 @atelicinvest Maybe it’s all just memes
Value just a meme
no underlying rhyme or reason
Coherence that lasts for years starts to feel like a truth
But even DCF, nifty fifty etc is just a bunch of people cohering around a religion for a while
Value guy thinks BTC guy an idiot and Vice Versa

[🄹🄳🄷 @jdh]

@TrungTPhan Vague linkedin profile, or especially no LinkedIn profile, is a flex.

[🄹🄳🄷 @jdh]

@bhatiani @catehall Sadly all in a portfolio and mostly hard to have any clue which would be the winners at the start!

[🄹🄳🄷 @jdh]

@JaredSleeper Yeah, I hear that, happy to bet against it.
I guess it's possible, personally, I'd rather buy the best company in the world at this moment for a 16x forward P/E or whatever it is
Seems to clever by half to me to think you can predict that

[🄹🄳🄷 @jdh]

@JaredSleeper I'm looking for the bear thesis that actually proves true, not the one that will change the price next week

[🄹🄳🄷 @jdh]

@JaredSleeper Sure, like "helium shortage" even though losing 20% of production for 3 mos doesn't really change the DCF value at all, still can move markets, but that's your buying opportunity then, to have a longer time horizon than tomorrow.

[🄹🄳🄷 @jdh]

@LukeGromen How long do you think they’ll be without helium? What do you think that does to the DCF of Nvidia? Not clear to me that Nvidia is an enterprise is 10, 20 or 30% less valuable if it has to reduce production for three months

[Megapot @megapot]

We raised $5M led by Dragonfly to build a global lottery

[🄹🄳🄷 @jdh]

@beeple Sweet, I'll be there

[🄹🄳🄷 @jdh]

@tom_sachs Want

[🄹🄳🄷 @jdh]

@MikeIsaac @devahaz rebooted Station is pretty good

[🄹🄳🄷 @jdh]

@bubbleboi Sure, they don't ship for a month: stock could go down, might not go down, this is just gambling on market sentiment.

[🄹🄳🄷 @jdh]

@bubbleboi TSMC could ship no chips for a month and I'm not sure it's a less valuable asset than it was yesterday. They have a monopoly and people want what they have, what's a month's lost production, people will pay 2x to get whatever capacity they have if production cuts in half.

[Eli Scheinman @eli_schein]

45DF

[🄹🄳🄷 @jdh]

@TARartRAT @eli_schein @lennyjpg Naw the raw is the point, for this style

[🄹🄳🄷 @jdh]

@HPbasketball 10/10, no notes, perfect casting for lead actor of the Lakers. Showtime!

[🄹🄳🄷 @jdh]

@Mdiac_ Love this colorway