Michael Derins

Advisor, Director, investor, anal retentive, husband, father, perpetually searching...

[Michael Derins @mderins]

@BillAckman Very much respect your ethos and thinking on a number of subjects, @BillAckman. Logically, I assume you and yours are not subject to the same management fee(s) as outside investors? My thinking on PE is similar. At scale, it’s a meaningful difference.

[The Mossad: Satirical and Awesome @TheMossadIL]

Following the banning of Israeli companies at the last military expo in France, we welcome everyone to view our product demonstration in Tehran.

[Michael Derins @mderins]

@paulsaladinomd please do a video on the high PUFA loads in expensive “pastured” eggs due to corn and soy diets. I’m mortified that
@vitalfarms
are reportedly so high after consuming their organic / regenerative product for years. Stunning. I’ve ceased and am sharing the news.

[Bill Ackman @BillAckman]

.@Harvard after 12,000 Iranian protesters assassinated.

[Uri Kurlianchik @VerminusM]

Every single person in this painting is Jewish.

[Eyal Yakoby @EYakoby]

Five months ago, the BBC aired a documentary that they’re now admitting was pure Hamas propaganda.

Let that sink in.

[Naval @naval]

Socialism isn’t wrong because it has compassion.

It’s wrong because it doesn’t work.

[Michael Derins @mderins]

Hey @PeterDiamandis @xprize — is there currently a prize focused on the plastics crisis? Not just cleanup, but truly scalable alternatives that don’t carry the same environmental baggage. Would love to know what, if anything, in the works.

[Michael Derins @mderins]

@Hortysir It wasn’t the tax, it was the taxation without representation

[Michael Derins @mderins]

@_The_Prophet__ @Codie_Sanchez Interesting take. So what happens over $100 million but under $299 million. It’s a large range.

[Michael Derins @mderins]

@elonmusk It’s always darkest before the dawn @elonmusk

[Michael Derins @mderins]

Been saying this for years!

[unusual_whales @unusual_whales]

Elon Musk suggests the United States should privatize the Postal Service and Amtrak, per NBC

[Naval @naval]

Anything the red Feds do, blue can undo, and vice versa.

But *transfer* power and money from the Feds to the states - both red and blue states will take it - and resist giving it back.

Make government compete daily across fifty models rather than every four years across two.

[Michael Derins @mderins]

@elonmusk - can we trust the intention is to claw back the egregious social security funds flows should the findings bear out?

[Michael Derins @mderins]

I couldn’t love this man more. I’ve had the pleasure of meeting him twice and he’s the real deal.

[Evan @StockMKTNewz]

JPMorgan $JPM CEO Jamie Dimon is not a fan of an employee petition to roll back its recent 5-day return to office mandate

"Don't waste time on it. I don't care how many people sign that f***ing petition"

[Navalism @NavalismHQ]

"My 1 repeated learning in life: 'There Are No Adults' Everyone's making it up as they go along. Figure it out yourself, and do it."

@naval

[Michael Derins @mderins]

@Mark_Sisson I’m living in two worlds.

1.) where I do my level best to embrace insights from the likes of @Mark_Sisson and @CarnivoreMD2

2.) where I see the likes of Warren Buffett and Charlie Munger (RIP) live happy, long lives without bothering with any of it

I’m hedging….

[Michael Derins @mderins]

@BillAckman @PankajKedia A thoughtful and logical/well-reasoned take on how we got here and how this admin is moving us forward. Appreciate the clarity and perspective. Please keep ‘em coming @BillAckman.

[Michael Derins @mderins]

What say you @DanIvesprivate

[The Long Investor @TheLongInvest]

$PLTR made a Net Profit of $77 Million last quarter

$55 Million of that Net Profit was from Interest.

$PLTR made $22 Million Net profit from Operations last quarter

This is not a typo.

They do not make money.

This is a bubble.

Their Market Cap is $236 Billion on $22 Million Net Profit from Operations.

[Oliver | MMMT Wealth (CPA) @MMMTwealth]

This is a 5nm chip.
They can now make 2nm.

Technology is crazy. $ASML