Slim Trady

Markets are too grizzly to bear || Degen stock traitor || Risk, randomness, & uncertainty || Probably a little bit artistic || Definitely full retard

[Slim Trady @jesse_liverking]

NOTE TO SELF:

Categorizing opportunities as either convex or concave is perhaps the single most powerful way to achieve success in life. Categorize correctly, place bets accordingly, and randomness and probability take care of the rest.

Minimizing concavity avoids ruin. Truncating bad luck means the only other option is good luck (random walk with a reflecting barrier).

All of this implies that the only critical task in life is to use experience to hone the skill of correctly categorizing + vs. - convexity.

[Nassim Nicholas Taleb @nntaleb]

@slimtrady Asymmetry.

[Slim Trady @jesse_liverking]

@FinanceLancelot Hopefully he's not levered again

[Slim Trady @jesse_liverking]

@SelfMadeMastery Thanks for being condescending for no reason when I'm having a good faith conversation with you.

Sounds like you've got it all figured out.

[Slim Trady @jesse_liverking]

@paulsaladinomd People with the inability to actively absorb B12 needed large quantities of B12 like that found in liver. Most people don't have this problem.

[Slim Trady @jesse_liverking]

@cybrtrkguy Definitely need this. My stock plastic top rail is beaten to shit.

[Slim Trady @jesse_liverking]

@NickSchmidt The upside is huge. Elon is a good capital allocator. Risk is his untimely death.

[Slim Trady @jesse_liverking]

@JOBhakdi I have the same 3 positions. Nice day so far

[Slim Trady @jesse_liverking]

@ArthurMacwaters The most ironic outcome is the most likely

[Slim Trady @jesse_liverking]

@ElectrekCo And you write critical articles. One is hard, the other is easy.

[Slim Trady @jesse_liverking]

@strengthPlan What about the argument about how humans are less safe than FSD? Why make FSD unsafe like humans?

[Slim Trady @jesse_liverking]

@jakebrowatzke There are lots of yucky bits in there too though.

@grok did god really have some kids ripped apart by a wild animal for calling a prophet bald? Or some shit like that.

[Slim Trady @jesse_liverking]

@TedHZhang Not a bad analogy. I like it.

[Slim Trady @jesse_liverking]

@ohiain $SPCX long term is highly attractive. Short term I'm less confident.

Still, I'm currently long.

[Slim Trady @jesse_liverking]

@GaryMarcus @elonmusk @grok what's the man in the arena quote?

[Slim Trady @jesse_liverking]

@NickSchmidt paytience

[Slim Trady @jesse_liverking]

@SMB_Attorney He's gay not retarded. Who he's attracted to has nothing to do with his performance 🤣

[Slim Trady @jesse_liverking]

@squawksquare So you're exit strategy matters. If you're long term holder you probably don't care as much as you would with swing trading

[Slim Trady @jesse_liverking]

@SubPrime_69 Agreed that it IS ridiculous making bold statements on a single day move. But long term there is serious upside in this name. Not guaranteed, but worth considering.

[Slim Trady @jesse_liverking]

@Aiaddict1 @grok which vehicle is likely to bring in more revenue in 2027? One cybercab or one Waymo I-Pace?

[Slim Trady @jesse_liverking]

@Grady_Booch Making a prediction is charlatinism?