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@BrownMarubozu Still an order of magnitude bigger than the BB though

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@evantindell Nice top of funnel filter for new leads. And always nice to get smarter by reading smart honest managers if anything

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@evantindell Interesting project to run LLM queries scoring in batch of hundreds of companies on how much boilerplate their communication is v honest Buffett/Bezos/Outsider type (honest, specific, teaching, treating minorities like partners)

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@trevor_rose_ Fantastic. Part I got me in a tracker position, thank you.

Why does Tenaz win the supermajor deal at a great price?

How do you like the NL seismic results? Will NL carry Tenaz profitably to 50kboepd?

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@AdamSinger Found out about this next big thing in my hotel room today: nicotine free nicotine pouches

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@michaelburrytos The price-contingent earnout structure above €50/MWh TTF only kicks in starting in 2028

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@MaxAnderson https://t.co/LebZcfQzR9

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@trevor_rose_ Cool, keep on Interviewing the whole BoD.

What sets SCR apart?

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@taobanker One can live frugally yet there's nothing like noise pollution to feel the visceral offensive poverty vibes

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@jefke00 https://t.co/NyFqspVeaW

I think the same boilerplate was present in Brookfield's $PVF.UN warrants.

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@jefke00 Weird. I participated without issue.

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@jefke00 The risk of getting wiped out on the rights is scary though

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@Sportellosprea1 @growthstonksbro The only thing they haven't tried yet is Jack up the regular dividend a lot (not a fan necessarily, but who knows) @BrownMarubozu

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@FoxCastlehold Institutionals feel threatened by float going down

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@GavMcCracken No, China has a strategic reserve of brand new EVs it is flooding its citizens with

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@holliemaea In 5 words: Climate Changin', Thou Shall Suffer

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@GavMcCracken @Steve3fhyp It might be more profitable to turn oneself in in an insane asylum for a while..

[Nassim Nicholas Taleb @nntaleb]

For idiots w/either short memory or lack of historical curiosity/sophistication, a reminder that Sadam w/U.S. support invaded S. Iran in 1980 to grab a contested area thinking that it would be a "matter of days" w/an Iran "weakened" by the revolution.
The war ended 8 y later.

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@BillAckman The best day to start Total War was day 1 of closure. The next best day is today.

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@BeenThereCap Since CV19, Stock market / Conventional energy is the new 60/40