Marc Habib

[Marc Habib @marchabib]

@altcap @TrumpAccounts @InvestAmerica24

[Marc Habib @marchabib]

@altcap @TrumpAccounts @InvestAmerica24 https://t.co/WQPE9FL6QX

[Marc Habib @marchabib]

@Virgini58967394 @grok is the translation accurate?

[Marc Habib @marchabib]

@IndraStocks Massive efficiency gains in AI, making it run on fewer tokens, could mean we need less compute

[Marc Habib @marchabib]

@IndraStocks It's about $10-15k each (Alphasense & Tegus/Canalyst) or $25k combined

[Marc Habib @marchabib]

@saxena_puru Under 35s living in big cities don’t buy cars, at least not until they have kids, given easy & ‘cheap’ Ubers. With cheaper AV, this will extend to smaller cities and suburbs. Most people will buy 1 instead of 2 cars.

[Marc Habib @marchabib]

@MarioNawfal ChatGPT is not real time: “My knowledge was last updated in August 2023, and I don't have real-time information beyond that point. However, I can use browsing tools to look up the latest news if needed.”

[Marc Habib @marchabib]

@TidefallCapital Stubbornness

[Marc Atiyeh @MarcAtiyeh]

🚨ANNOUNCEMENT 🚨Today, I can officially announce that Pawp will become a permanent benefit of Walmart+. That means Walmart will make Pawp available for free to all Walmart+ members and their pets.

[Marc Habib @marchabib]

@IndraStocks How much of your portfolio is now CDLX?

[Marc Habib @marchabib]

@gaganbiyani I find Duolingo an excellent learning tool (I use it for German), but not sufficient alone

[Marc Habib @marchabib]

@GiraffeCapital Hi @GiraffeCapital are you still involved in BFIT? I would be curious to hear your latest thoughts

[Marc Habib @marchabib]

@LongHillRoadCap It still appears as behind a paywall for me fyi!
Keen to read the piece!

[Marc Habib @marchabib]

@ActAccordingly @SlavaM69 @AlderLaneEggs @davidorr_31 @ActAccordingly feel free to DM me, I can't as I don't have a X subscription

[Marc Habib @marchabib]

@AlderLaneEggs @ActAccordingly @davidorr_31
You guys are the most vocal $TRUP whistleblowers.
What are you expecting or hoping for in today's earnings to confirm your short thesis?

[Marc Habib @marchabib]

@ActAccordingly @SlavaM69 @AlderLaneEggs @davidorr_31 Hi @ActAccordingly
Thanks for the color. I can't afford to purchase your research unfortunately, but I'm sure it's high quality and detailed!
I was just hoping to get a sense of what KPIs / numbers
you guys are hoping for today and for 2024 earnings

[Marc Habib @marchabib]

@SleepwellCap @PythiaR Hi Sleepwell
I don't think I would characterise LC as owned by Arnault/LVMH. They are significant investors in the funds, but very much minority. And are most likely minority shareholders of the LC management company (the GP) as well.

[Marc Habib @marchabib]

@IndraStocks Is Carvana now one of those moments?

[Marc Habib @marchabib]

@fintechfusion I calculate it, see below

[Marc Habib @marchabib]

@fintechfusion In this case, I think Hims gets into the "unprofitable tech shitco / SPAC" buckets, without much work being done on the individual companies.
It's also hard for analysts to pitch the stock to their PMs given those dynamics (SPACs are considered toxic)