po

[po @perrythopolis]

@ClintFiore Is it Phoenix? https://t.co/5hB2ifzTHI

[po @perrythopolis]

@blondesnmoney He's the hero Gotham deserves, but not the one it needs right now.

[po @perrythopolis]

@dvassallo I pay $740/month for just me for a Bronze plan from Kaiser in San Francisco.

[po @perrythopolis]

@UseClear Yes, I have an SE.

[po @perrythopolis]

@UseClear I used to be able to easily add new list items at the top with a quick swipe down. Now, it just disables the keyboard and I have to swipe again to enter the new item. Also, the huge list title takes up valuable space up top. I know what list I'm in!

[po @perrythopolis]

@ValueStockGeek Showed up in 1999. Kinda sorta recovered from that by 2007…

[po @perrythopolis]

@rev_cap I asked it why is Meta’s tax rate so low. It gave a reasonable sounding answer but had pulled its data from Haliburton’s(?) earnings. Unless you pay attention it can fool you by sounding reasonable.

[po @perrythopolis]

@longcastadviser @DeepValueMicros @AndrewRangeley No one's offered new non-public info. I offer a diff perspective on the idea that they're growing well (11%?) and the data hasn't changed. It has. Hopefully it changes again. There's a narrative that Leland's special. Maybe he got lucky once, needs to prove he's special.

[po @perrythopolis]

@longcastadviser @AndrewRangeley I'm long, trying to see if I made a mistake. I took the GS deal as confirmation of their s/w. But it was luck, fell into their lap. Leland's failed to turn it into more big clients. Poor growth. I hope he pulls a rabbit from his hat, but that's not a thesis.

[po @perrythopolis]

@longcastadviser @AndrewRangeley What data hasn't changed your view? They can't seem to close big deals. They took worse terms from GS. A tiny company should be growing fast off a small base, but they aren't.

[po @perrythopolis]

@Chariot_Invest Competition? Lots of deep pockets in mega-tech who want to own their own stack. They don't love paying huge markups and being dependent on $nvda. I feel like the world was different 30 years ago and $intc can't happen again. Semis became strategic.

[po @perrythopolis]

@longcastadviser @AndrewRangeley Do you still have the same conviction on $ccrd? Someone seems to want out at any price.

[po @perrythopolis]

@ArtkoCapital He's partial to 3-month annualized so honestly this is a big step up.

[po @perrythopolis]

@puppyeh1 Imagine. https://t.co/LddWPlBlLE

[po @perrythopolis]

@irbezek Regardless of what happens with the MX airports going forward, just wanted to say your level-headedness during what must be a difficult day is impressive. Kudos.

[po @perrythopolis]

@AsifSuria The new playbook is to buy the spin after BK restructuring.

[po @perrythopolis]

@JerryCap She's definitely buying one.

[po @perrythopolis]

@simonsarris I love that the little guy can be barefoot anywhere.

[po @perrythopolis]

@MoatsLikeKodak Mylan - EpiPen