Owen

Finance, technology and other interests. Not investment advice.

[jbulltard @jbulltard1]

P/E ratio = bagholder ratio

[Owen @owenbv]

@btaylor Same

[Owen @owenbv]

@S_HennesseyGD This happened to me at an elite club. Quick phone call and it was on my bag the next day (FedEx-ed to my club).

[zerohedge @zerohedge]

TRUMP: EAST POTOMAC GOLF LINKS UNPLAYABLE, NEEDS OVERHAUL
TRUMP: WORK ON NEW GOLF COURSE TO BEGIN SEPT 1ST

[Owen @owenbv]

Winos need to learn from the guitar community. Those aren't damp stained labels, they're custom shop heavy relics!

[Autism Capital 🧩 @AutismCapital]

You don’t have to look that far.

[zerohedge @zerohedge]

Housing start plunge:

Housing Starts 1177K, Exp. 1430K, Last 1392K
Housing Permits 1413K, Exp. 1418K, Last 1423K

[Owen @owenbv]

@jbulltard1 It really tells you something about the marginal $SPCX buyer that $INTC is down today.

[Owen @owenbv]

@venkateshkoka @jbulltard1 Exhibit A

[Elon Musk @elonmusk]

@thesheetztweetz They can shake their fist at the sky

[tetsuo @tetsuoai]

History's first trillionaire is a guy who catches rockets out of the sky with chopsticks and beams internet to every dead zone on the planet.

Same guy ships cars that drive themselves, humanoid robots for the factory floor, brain chips that let paralyzed people move a cursor with pure thought, and an AI running on a supercomputer his team stood up in months instead of years.

And the people crashing out about his net worth are doing it on the app he owns. The same app governments spent years trying to censor.

You cannot legislate a rocket into orbit.

[Owen @owenbv]

@altcap Incredible. This one will be interesting to look back on a few years from not no matter what!

[Owen @owenbv]

@elonmusk gotta do it

[Heisenberg @Mr_Derivatives]

Tomorrow, Elon will become the world’s first trillionaire. On paper of course.

That number looks like this: $1,000,000,000,000.

Elon is currently 54 years old. Assuming he will be a centenarian, or someone who lives to 100, and assuming his $1T never grows a penny more after tomorrow (ha ya right), he will need to spend $21.74B a year until death to draw the $1T down to $0.

Or $59.56M a day.

Or $2.481M an hr.

Or $41,360 a minute.

Imagine that…

[Owen @owenbv]

This is a big issue. Often goes like this:

1. I prompt AI about a nuanced technical matter, but have concerns or doubts about the response.

2. Seek out a human expert to be sure.

3. Expert sends me AI slop in lieu of a real response.

4. I re-prompt the expert to explain my concern with the slop.

5. Silence

[BuccoCapital Bloke @buccocapital]

It’s really incredible the absolute AI GARBAGE that people are comfortable sending to their coworkers and bosses

There’s a good chance productivity will actually *decrease* as AI adoption increases because everyone is busy wading through AI slop

[Owen @owenbv]

@sentdefender 1. What?

[Excess Returns @excessreturnpod]

“The optimal time is five and a half minutes.”

Data says hockey teams should pull the goalie long before they do.

So why did Cliff Asness write about it for the Journal of Portfolio Management?

Because investors do the same thing all the time.

[Owen @owenbv]

No position in XPEL but am a big car YouTube and Bringatrailer lurker. On the high end of the market having “full PPF” (maybe an $8-12k job) is a selling point, whereas any sign of paintwork is a massive red flag to buyers even if it was just to respray after small rock chips. Makes sense on a $200k car, and top end of the market isn’t getting any cheaper! But what surprised me is how willing customers down market are to paint-protect their purchase / resale value for 10-15% of the purchase price. I’ve recently heard installer try to talk customers out of an $8k PPF job on a $50k jeep wrangler, but customer still wants it. XPEL has done a good job moving into ceramic coating as well, which is a great upsell for shops.

[Owen Kemeys @OwenKemeys]

We live in hell

[Owen @owenbv]

Not a big lacrosse guy but watched a bunch of this game. Very little of the “smart” / passive clock management style winning I’ve grown accustomed to in other championships. Just relentless pressure and goal scoring by the Tigers. Well won! Congratulations @TigerLacrosse

[ESPN @espn]

THE PRINCETON TIGERS ARE NCAA MEN’S LACROSSE NATIONAL CHAMPIONS FOR THE FIRST TIME SINCE 2001 🐅