Poolboy Willy

I don’t need any more blazers.

[Poolboy Willy @poolboywilly]

Nothing makes me more excited than reading the words “counterparty risk”

[Ramp Capital @RampCapitalLLC]

Happy 4th of July to all the kings out there

[Poolboy Willy @poolboywilly]

“I was asked whether I would like to fly there in a seat that, as far as I am aware, would have otherwise been vacant”.

Not exactly a flattering defense.

[Wall Street Journal Opinion @WSJopinion]

ProPublica has leveled two charges against me. Neither charge is valid, writes Justice Samuel A. Alito Jr.
https://t.co/fna0S5Xo1Z

[Marlow Stern @MarlowNYC]

still the best thing anyone's ever said about joe rogan

[Poolboy Willy @poolboywilly]

Nobody is going to vote for you. Just stop

[Bill Ackman @BillAckman]

I have learned from experience that the experts, the government, and conventional wisdom are often wrong. ‘Inflation is transitory.” “C19 did not escape from the Wuhan lab.” “@Ukraine will fall in less than a week.” “Its not possible because it hasn’t been done before or because it hasn’t happened before.”

It is often the outlier with no experience in a field that challenges the status quo, that makes the important discovery, that has the unique insight, or creates the transformational innovation.

@elonmusk was not an expert in payments, electric cars or rockets. The ‘experts’ were at Visa, GM and NASA.

When you are part of the establishment, it is hard to challenge the conventional wisdom. You are incentivized not to. And when your economic livelihood can be threatened by an alternative point of view or a new innovation, you are less likely to believe it or its viability.

The greatest opportunities for discovery, innovation, understanding, and profits often exist in the unexplored paths, the unasked and unanswered questions, and in the improbable possibilities.

Our best investments have been: (1) in the stock of a real estate company going bankrupt, (2) from betting that a triple-A rated company was insolvent, and (3) betting that a virus in China would cause a global economic shutdown.

Each of these investments were met with extreme skepticism at the time they were made. In each case, we were the naive ones when we made these investments. We were not bankruptcy investors, experts in bond insurers or credit default swaps, nor did we know anything about viruses or pandemics.

From my experience, knowledge is advanced and insights are gleaned by studying alternative points of view from conventional and unconventional sources of information, and by not discrediting a point of view simply because it comes from someone who is not an accredited member of the relevant establishment, who does not have an advanced degree in the subject at hand, and/or someone whom has been criticized in the media.

In an effort to get to the truth, I try to keep my mind open to alternative possibilities and weigh them against each other. I often find that truth can emerge when two or more articulate and intelligent individuals in an open forum discuss and debate a controversial subject and are required to address unscripted questions from a knowledgeable audience or moderator.

The above is why I added to the pot in attempting to convince @PeterHotez to discuss vaccines with @RobertKennedyJr on @joerogan. I think knowledge will emerge from the discussion that will catalyze further explorations or investigations that will bring us closer to the truth and help us answer questions about vaccine efficacy and safety that remain unsettled for many. And if @PeterHotez is not the best or most knowledgeable advocate for vaccines, then we should find another one.

In getting to the truth, I want to hear from the greatest skeptics and advocates. Both deserve a platform on the path to truth.

And no, I am not an anti-vaxxer.

[Poolboy Willy @poolboywilly]

Zero corporate governance. Can’t own anything he touches.

[Sheel Mohnot @pitdesi]

Block acquiring Tidal made no sense to me; turns out nobody at Block other than @jack wanted it; He was doing his buddy Jay-Z a favor (at Stockholder expense)

The memo is FANTASTIC and worth a read to see how an "all-star company" REALLY operates.
https://t.co/tznroN9ApP

[No Lie with Brian Tyler Cohen @NoLieWithBTC]

Republicans: It’s not guns, it’s mental health!

Also Republicans:

[ian bremmer @ianbremmer]

an eye-opening trend in the united states:

[Brian Rosenworcel @bowl_of_worcel]

Never played an encore in drag before but we did just that in Ponte Vedra FL tonight.

Wouldn’t have thought to do it but all the attention from Florida politicians convinced us to try.

Kinda liked it.

Thanks for the idea Ron DeSantis!

[Poolboy Willy @poolboywilly]

“Thoughts and prayers”
-Some fucking idiot

“This isn’t the time to talk about it”
-some other fucking idiot

[The New York Times @nytimes]

Breaking News: Three children are dead after a shooting at a private Christian school in Nashville, a hospital spokesman said. https://t.co/IJGTbGGtLT

[Carl Quintanilla @carlquintanilla]

CITI: “This was the first week of [Citi credit card] data following the disruption within the financial sector, and we were curious if it might have had an impact on the consumer. It sure did. .. biggest decline in total retail spending .. since the pandemic began (April 2020).”

[Poolboy Willy @poolboywilly]

Rubber Stamp LLC

[James Lavish @jameslavish]

SVB had a Moody’s credit rating of A just 3 days ago.

[Poolboy Willy @poolboywilly]

Exactly.

[Mark Gutman @MarkGutman9]

Your body aches when you go to the gym for the first time after years of bad habits. But getting rid of the fat and being fitter is ultimately better

[Poolboy Willy @poolboywilly]

@BullandBaird Ocean or bust.

[Shooter McGavin @ShooterMcGavin]

Big Scottie Scheffler fan for including this in his Masters invite.

[Nate Morris 🥥🌴 @_natemorris]

Jon Stewart: Does training (in order to own a gun) make you safer?

Nathan Dahm: Yes.

Stewart: And you would remove that as mandatory?

Dahm: Yes.

Stewart: So, you are making us less safe.

Dahm: No.

Stewart: Are you familiar with logic?

Dahm: 🫥

[David French @DavidAFrench]

More evidence emerges in one of the worst media scandals of my lifetime: https://t.co/EbictYiq73

[Poolboy Willy @poolboywilly]

She has a 1000% return “bear case price target” on her 2nd largest holding? Why is she on TV?

[Sara Eisen @SaraEisen]

.@CathieDWood isn’t buying the higher for longer story

[Poolboy Willy @poolboywilly]

The Boston boat show ran out of parking today… in case you were wondering about the economy.