Jerome Taillard

Professor of Finance at Babson College Visiting MIT Faculty. When tweeting about stocks, just opinions, not advice.

[Jerome Taillard @jerometaillard]

@YieldCurveBalI You have a very low bar for what you consider superb. I smell AI bot as soon as I see 202X EV/revenue for a pre commercialization biotech company. You do not use such multiples to assess a firm with no revenues. Period.

[Jerome Taillard @jerometaillard]

@Ssunten_ Also important Chinese milestone payout upon approval in China. They filed Jan 2025 so we should be close on that front too.

[Jerome Taillard @jerometaillard]

History does not repeat itself but it rhymes (Mark Twain); case in point with this great article from @adwooldridge relating the great railway expansion to the current AI revolution https://t.co/dFUSsP6W0v

[Jerome Taillard @jerometaillard]

Big network effects → dominance
More competition → fragmentation
Interoperability is the cheat code: keep the network effects, lose the anti-competitiveness
A must read for fintech folks @tZERO @Alan_Konevsky https://t.co/AcKhvVN9Tm

[Jerome Taillard @jerometaillard]

@MachinistImprov @tZERO @AlderLaneEggs @ActAccordingly @marcuslemonis Token barely moving on the news. Just shows how under the radar their platform is. TZERO is the first proof of concept all digital token they have traded on their platform.

[Jerome Taillard @jerometaillard]

@skin90405 @tZERO They are preferred. So my view is that they are worth more than common!

[Jerome Taillard @jerometaillard]

@tZERO Less talking, more tokenizing?

[Jerome Taillard @jerometaillard]

@token_woken @tZERO $XRP just added 40%. lol

[Jerome Taillard @jerometaillard]

I always enjoy articles highlighting how much luck is a factor behind success. How lucky do you feel today? How big is the role of luck in career success? https://t.co/D62uRtvg5z from @Economist

[Jerome Taillard @jerometaillard]

This is a fantastic and deep article. Read it in full. It has at least three takeaways about AI that go beyond art. Really thought provoking. A must read.

[The New Yorker @NewYorker]

In a new Weekend Essay, Ted Chiang argues that artificial intelligence can’t make real art. https://t.co/Du8w66w24X

[Jerome Taillard @jerometaillard]

AI is on my mind. Seems like such a revolution. Yet I see bottlenecks that need fixing. Electricity production in the US for one. In pharma, AI will find new molecules faster. Still need to recruit patients for trials. 10x more molecules not equal to 10x new drugs...

[Jerome Taillard @jerometaillard]

@jameslavish Great thread. Simple but not simplistic. I love it!

[Jerome Taillard @jerometaillard]

@leveredbetaboy2 Maybe counterbalanced by a move to specialized master’s degrees?

[Jerome Taillard @jerometaillard]

Interesting graphs on corporate taxes
Compared to historical trends and other advanced economies, corporate tax revenues in the United States are low. https://t.co/CHPHM4wHwN

[Jerome Taillard @jerometaillard]

Interesting article on music royalties
Heard on the Street: Higher interest rates have damped investor appetite for music-catalog stocks https://t.co/haIZVdTOOD via @WSJ

[The Cultural Tutor @culturaltutor]

Why replacing orange street lights is an aesthetic downgrade — and bad for our health:

[Jerome Taillard @jerometaillard]

@johnatrisk @lukestein @nytimes What a gem!

[Jerome Taillard @jerometaillard]

@levelsio Where is Portugal?! And Switzerland is well known to have partial restrictions on foreign ownership...

[Jerome Taillard @jerometaillard]

@Codie_Sanchez Happy birthday! You are the gift that keeps on giving on this social media! Many happy returns!

[Jerome Taillard @jerometaillard]

@Codie_Sanchez Apologies Codie. Spelling bee malfunction.

[Jerome Taillard @jerometaillard]

@Codie_Sanchez Please Cody, cut to the Chase!