Matthew Lim

[Stan Druckenmiller @standuquesne]

@markminervini I do not support tariffs exceeding 10% which I made abundantly clear in the interview you cite

[SpaceX @SpaceX]

Watch Starship’s third flight test → https://t.co/bJFjLCiTbK https://t.co/1u46r769Vp

[Matthew Lim @LazyCapital]

@MarketRebels Kuroda abandons the YCC and the Yen rockets relative to USD.

[Compounding Quality @QCompounding]

All undervalued wide moat stocks according to Morningstar:

[Elon Musk @elonmusk]

Next I’m buying Coca-Cola to put the cocaine back in

[Edgy - The DeFi Edge 🗡️ @thedefiedge]

Your spider senses should tingle when:

• Unclear roadmap
• Founders gets defensive
• Copy & paste documentations
• The team keeps missing milestones
• More marketing & hype than talking about the products.

Trust your gut more.

There are always more opportunities.

[Pixie @impixiecat]

The Cryptocurrency Iceberg, explained.

This thread in designed to break down the barriers of entry for every crypto participant, starting at Tier One, which are the most common topics, all the way down to Tier Five, which are some of the most complex topics in crypto.

[Mercedes-AMG PETRONAS F1 Team @MercedesAMGF1]

✍️ @GeorgeRussell63 will race for the Team alongside @LewisHamilton from the 2022 F1 season!

[Quantіan @quantian1]

I mean, I'm just some asshole on Twitter and not a Tiger Cub, but it seems to me like buying $60 billion of megacap Chinese tech vs. SPX on swap at 6x leverage could be a bad idea.

[Ben Carlson @awealthofcs]

New CFA Level II exam question:

What’s the biggest determinant of market prices?

(a) interest rates

(b) valuations

(c) Reddit memes

(d) 7x leveraged family offices w/a history of insider trading

[FMV @Find_Me_Value]

A lot of chatter about $FB being a remarkable opportunity. Fast forward, pretend you’re wrong, why is $FB overvalued and a poor investment from here?

[tradehaven @Trade_Haven]

A Chinese stock whose local language name sounds like “Trump wins big” jumps in Shenzhen, repeating its 2016 performance
Wisesoft Co., whose Chinese name “Chuan Da Zhi Sheng” rose as much as 8.1% in Shenzhen. Back in 2016, the stock jumped 6.4% on the election day.

[iancanwrite @iancanwrite]

If I mysteriously disappear, this will be why

[Daddy Kewel @Daddykewel]

I am Inevitable, and I am Iron man....and I am Arya Stark #GameofThrones

[Matthew Lim @LazyCapital]

@MarissaLeeBT Great work Marissa. Keep it up!

[Bluegrass Capital @BluegrassCap]

Marathon (via Capital Returns) on the moat qualities present in analog vs digital semiconductor markets ht @PHKhedge

[Austen Allred @Austen]

LMAO Robinhood replaced “buy call” and “buy put” with “going up” and “going down,” because they know people have no idea how to trade options

[Matthew Lim @LazyCapital]

Marks on $NFLX

[Fat Tail Capital @FatTailCapital]

People who shorted FB into earnings because ComScore said FB time spent declined are learning a valuable lesson today: ComScore is shit.

[The Wall Street Journal @WSJ]

Sears has closed hundreds of stores. Amazon is on a building binge. https://t.co/tUJhkYAooD