@joinyellowbrick ~$10B is probably my sweet spot. Largest rn are $OMC $PUB.PA $FDS $BAH
Previously covered/mentioned $SNX $BTI $DVA $WBD (Warner Bros Discovery) $CLX $PM $SIRI $ANSS (Ansys — $SNPS merger) $HSY $KHC — most of which worked well.
https://t.co/n4vVIHKWoO
It takes a special kind of skill to, against all odds and after years of legal hardship, restart an oil asset in California.
Then, at $100 WTI, still zero the company.
While putting $50 million+ into your pocket.
Truly a skill that could only be found in the upstream sector.
Basically Nick Sleep’s (/Stahl/Bregman) idea of “equity yield curve.” (recently learned from @loneelmcapital)
Lots of competition to figure out next 1-4 Q’s. Less interest 3-5yrs out. Especially if judged month to month
Not sure that’s ever changed
(Good way to think of $OMC)
@RorschachStocks Every society had its own creation story. If I remember correctly, there were like 30+ different variations of what’s in Genesis in different societies. A prelude to “how did we get here.”
Holy moly, this is insane 🤯
An AI system using an unreleased Anthropic model (Fable 5.5 🔥) helped crack an 18-year-old quantum computing conjecture in 3 days.
Basically, this helps us figure out which problems quantum computers can actually be way faster at.
And if AI can crack decades-old math in days, imagine how fast science could move from here.