Available today, author Michael Lewis (Liars Poker, Moneyball, etc.j interviews me for his podcast Against the Rules.
Available on Apple Podcasts, Spotify, Amazon Music, YouTube and others
https://t.co/0eAjtBgpsn
The Tragic Algebra of Stock-Based Compensation. Part 2 of my response to Nvidia’s talking points sent to its Wall Street analysts to rebut my arguments. I make an example of Nvidia because, frankly, they make a really good example.
https://t.co/iGfEgeTL5X
The $NVDA memo to its Wall Street sell-side analysis cited me as the first source. I attached the front page of the memo here. Also, part of my response addressing the depreciation issue.
Feb 21, 2000: SF Chronicle says I’m short Amazon
Greenspan 2005: “bubble in home prices ..does not appear likely.”
Powell '25: “AI companies actually..are profitable..it's a different thing"
I doubted if I ever should come back.
I'm back. Please join me.
Cassandra Unchained on