KasperKapital

[KasperKapital @kasperdnyd]

@Rishet11 @claudeai The answer is literally in the post. It’s cheaper.

[KasperKapital @kasperdnyd]

@kurtsaltrichter @Greiser The fear of capital gains is real. It's completely incompatible with a proper growth strategy.

You'll often lose more in equity value than you would have paid in taxes if trimmed.

[KasperKapital @kasperdnyd]

@TihoBrkan You’re effectively saying that four of the best capital allocators in the world have all independently decided to sink a large share of FCF into assets that won’t earn their cost of capital. Could be right. But that’s the claim you’re making.

[KasperKapital @kasperdnyd]

@JBling5 @jbulltard1 Will never not like this pic.

[KasperKapital @kasperdnyd]

@jbulltard1 Because it’s a household name, nothing more. Elon is a marketing genius.

[KasperKapital @kasperdnyd]

@psomkarbuilds Of course. The people that are using it to work less aren’t going to talk about it. They want their job to think they’re still working full time.

[KasperKapital @kasperdnyd]

@InvestiBrew Because that’s how fair value accounting works?

[KasperKapital @kasperdnyd]

@nayshins Hated it for my entire life but would take a sip every now and then from my partners drink. Nasty every time...until it wasn't. Now diet coke is all I drink.

[KasperKapital @kasperdnyd]

@RichardDias_CFA @lucyhargreaves4 This assumes Trump is negotiating in good faith, which we have ample evidence he does not.

So we roll over and then in a year when he decides he's angry at Canada again the threats re-emerge and we're starting from a weaker negotiating position.

[KasperKapital @kasperdnyd]

@lucyhargreaves4 Hard disagree, I think in 10 years we will look back and Canada will have made out much better than the countries that just immediately acquiesed.

50% tariffs, repeal of CUSMA, all of it is all bluster.

When confronted with a bully you don't just roll over.

[KasperKapital @kasperdnyd]

@NoFilterSkin “ChatGPT write me a post about marriage”

[KasperKapital @kasperdnyd]

@financialsamura This is a joke, right? None of these figures make sense. They’re either too high or too low.

[KasperKapital @kasperdnyd]

@AlexSS94736924 That's fine. But no sense in using that video as "proof" she's a moron. That just makes you look bad.

[KasperKapital @kasperdnyd]

@AlexSS94736924 Your feelings on Olivia Chow's performance as mayor aside, your reply to the video directly implies she's a moron because she's dancing.

If you're going to criticize, criticize policy.

[KasperKapital @kasperdnyd]

@DoucheBagInvest You mean the prime minister of one of the host countries at the final???? Shocking I tell ya.

[KasperKapital @kasperdnyd]

@ThierryBorgeat @jam_croissant Who cares about P/S. It’s far more relevant to ask what margins are today vs then.

[KasperKapital @kasperdnyd]

@CarlPaulus Please do elaborate

[KasperKapital @kasperdnyd]

@donnelly_brent Only a couple chapters in so far but loved the chapter on prediction markets.