InfiniteReturns

Searching for high quality businesses w/double digit returns

[InfiniteReturns @Long_only_guy]

@cap_zay The TAM is every business and human being on the planet so if they just capture 1%….

[InfiniteReturns @Long_only_guy]

@HedgieMarkets When will this start to lead to massive inflation?

[InfiniteReturns @Long_only_guy]

@SecScottBessent China?

[InfiniteReturns @Long_only_guy]

@gwilliams81 MCD🤞

[InfiniteReturns @Long_only_guy]

@KobeissiLetter That is like trump saying he won’t grift

[InfiniteReturns @Long_only_guy]

@Reuters Do the houthis have a navy?

[InfiniteReturns @Long_only_guy]

@ewarren @AbdulElSayed Gross

[InfiniteReturns @Long_only_guy]

@MebFaber @RoKhanna Attaching himself to a narrative that he thinks will further his political career….unfortunately he is not wrong. People have been hurt by inflation and don’t have the education to demand the right fixes.

[InfiniteReturns @Long_only_guy]

@CliffordAsness Pretty scary stuff

[InfiniteReturns @Long_only_guy]

@sarahtexe Absolutely!! Health / mental sanity analysis would be great also

[InfiniteReturns @Long_only_guy]

@BoringBiz_ S&P is where the real innovation happens

[InfiniteReturns @Long_only_guy]

@BoringBiz_ How much of those real earnings have ROI tied to it is a hard one. So much spend is based on fear of missing out or getting left behind.

[InfiniteReturns @Long_only_guy]

@lguastaferro @DanielSLoeb1 Not sure we have true capitalism, making things “too big fail” kind of kills it, no? Technically people should get voted out who make bad decisions but education among voter base is not high and people vote very emotionally. Politicians also incentivized to stay in power.

[InfiniteReturns @Long_only_guy]

@DanielSLoeb1 Freezing rent while increasing labor costs with minimum wage hikes and material costs going up with inflation makes a ton of sense right?

[InfiniteReturns @Long_only_guy]

@rubicon59 This is not OpenAI / anthropic sales? Most enterprises that use them probably have zero idea of the ROI they get from it.

[InfiniteReturns @Long_only_guy]

@EndWokeness @BillAckman Terrible experiment to run.

[InfiniteReturns @Long_only_guy]

Happy Friday Everyone

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says he will impose a 100% tariff on all goods sent to the US for any country that imposes a digital services tax on American companies.

[InfiniteReturns @Long_only_guy]

@BarrySchwartzBW Data centers in space

[InfiniteReturns @Long_only_guy]

@NotTheirScript

[InfiniteReturns @Long_only_guy]

@AlderLaneEggs @kylekazanceo @kylekazan @grahamfarrar @glasshouse_ca If you own the $glasf shares will those convert or do you need to own the Canadian shares?