カブさん @kabucom27 - Twitter Profile

27 days ago

Elon Musk explained how he makes every decision in a single sentence. Musk: “Whatever the limiting factor is on speed, I’m gonna attack that.” Not manage it. Not commission a study on it. Not make peace with it. Attack it. Musk: “If capital is a limiting factor, then I’ll solve for capital. If it’s not a limiting factor, I’ll solve for something else.” Sounds simple. It’s the furthest thing from simple. The entire professional class is built on the opposite instinct. They identify the constraint. Then they build a career around managing it. They become the expert on why things can’t move faster. Why it’s too expensive. Too risky. Too early. They don’t solve for the limiting factor. They become the limiting factor. And they get promoted for it. The biggest bottleneck in most organizations isn’t capital. Isn’t technology. Isn’t regulation. It’s the person in the room whose entire identity depends on the problem staying unsolved. Because once the problem is solved, so is their job title. Musk doesn’t manage that loop. He breaks it. He asks the one question the room agreed to stop asking. Why is this the speed. Why is this the cost. Why is this the timeline. And when the only answer is “because that’s how we’ve always done it”… He knows he’s found the real constraint. The human one. This is why he operates across rockets, cars, AI, brain interfaces, tunnels, and social media at once. Not because he’s reckless. Because the method works everywhere. Find the bottleneck. Solve for it. Move to the next one. Repeat until physics stops you. Not politics. Not bureaucracy. Not consensus. Physics. Most people never get anywhere near the physics. They stop at the first human objection and treat it like a law of nature. Musk treats human objections as engineering problems. That’s what his competitors can’t solve for. Not his capital. Not his reach. He refuses to honor the constraints they’ve spent entire careers respecting. And once you watch someone walk straight through the wall you built your whole life around… You don’t just question the wall. You question everything you built against it.

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官報ブログ

@kanpo_blog

8 months ago

三菱総合研究所が分析した「行動しない原因（ボトルネック）」 https://t.co/DwAXRgC6BH

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田口れん太　「カブ先生の銘柄選びの法則」

@TaguchiRenta

8 months ago

裁定残の統計。お友達に教えてもらう。これは東証への自主報告。そんでその報告をしている証券会社が実は少ない。みずほ、UBS、三菱、ジェフリーズ、ソジェン。実はこの5社だけ。昔はもっと多かったらしい。野村も22年ごろまで報告していたらしいんだけど、今はしていない。だから現在の統計に主要プレーヤーである野村も、大和も、モルガンスタンレーも、ゴールドマンサックスも、JPモルガンも含まれていない。だから実際の裁定残は東証に報告されている数字よりずっと大きい。そんで裁定残10億株の意味。現実にはこれよりもずっと大きい裁定残になっていて、10億株って数字自体にあんまり意味はない。だから下がるって数字ではない。だって現実に裁定残は10億株をはるかに超えているはずなのに日経平均は最高値を更新している。規模が大きいのは確か。だから、「下がり始めたらそのスピードが速い」って使い方をした方がよさそう。「10億株だから下がる」って使い方はしない方がよさそう。

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なめるなよ @PlayerNatural9

10 months ago

コンテナ指数見てたらプロの人はまだ下がるとか言ってるし、底抜けエアラインきそうだよな日本海事新聞によると、マジで採算割れする5秒前らしい https://t.co/sUBZuV2HK8 CCFI https://t.co/2X3i8nZMwn 日本海事新聞 https://t.co/ShsyyLQV2N 日本海事センター https://t.co/ucbheJz0dj