Ephraim Monk

British Publican | Man of Commerce | The greatest calling of humankind is to pick great stocks

[Ephraim Monk @realMerryMonk]

“My counter bet is I don’t care” is my mantra.

[Squawk Box @SquawkCNBC]

What is David Tepper buying in China? "Everything," he says. "ETFs, I would do futures - everything. Everything."

[Ephraim Monk @realMerryMonk]

@teechongyen HeyDudes is already written down. It’s basically a free call option at this point.

The bigger issue is there too many other good alternatives to allocate capital. I expect Crox will continue to be a low-growth cash cow.

I bought at $88 and starting taking profits at $128.

[Ephraim Monk @realMerryMonk]

@FishtownCap 😂😂😂

[Ephraim Monk @realMerryMonk]

This guys obstinance is the stuff of legends

[Trita Parsi @tparsi]

Growing up in Scandinavia, in every setting, there was ALWAYS one guy who was willing to die on the hill of the most meaningless principle :)

Emil is the Norwegian fan who refuses to "row" because the "Vikings sailed across the Atlantic; they didn't row..." :)

[Ephraim Monk @realMerryMonk]

Leaders should be competent and have character is a pretty extreme take.

[Andrew D. Huberman, Ph.D. @hubermanlab]

Stable leaders are calm problem solvers. Dogs know if you are or not. Do you greet your dog with squeals and let them jump on you? That means they are anxious and think they are tasked with leading you…
Affection is good, only once they are calm.
@cesarmillan on Huberman Lab.

[Ephraim Monk @realMerryMonk]

Student 1 is a baller. Unconditional job offer.

[Paul Graham @paulg]

A Brown professor gave his students a take-home midterm exam. After suspecting many cheated using AI, he made the final in-person. The orange dots are the midterm scores and the gray dots are the final scores. Looks like all but 3 cheated on the midterm.

[Ephraim Monk @realMerryMonk]

@buccocapital @chrisfralic @thesamparr If you read this in 4 to 8 weeks I will eat my hat. That would be incredible.

[Cranky Federalist @CrankyFed]

Your pub's flag isn't on the moon

[Ephraim Monk @realMerryMonk]

@derek__Watson @chrisfralic Fifty million Frenchmen can’t be wrong!

[Ephraim Monk @realMerryMonk]

This feels like straight up sacrilege.

[Sundar Pichai @sundarpichai]

Love this re-imagining of America’s founding using Docs, Gmail, Calendar and more from @GoogleWorkspace. Really puts the history in version history :)

[Ephraim Monk @realMerryMonk]

World-class, every time.

[VCs Congratulating Themselves 👏👏👏 @VCBrags]

Picture of all the people that asked

[Ephraim Monk @realMerryMonk]

Been reading more Greenspan stuff over the past few weeks. This one by @Fullcarry has stuck with me.

[Ephraim Monk @realMerryMonk]

So, Jake here attempting to create authority through denigration— he is likely a grifter trying to establish credibility by portraying the legitimate authority as the grifter.

[Ephraim Monk @realMerryMonk]

Generic drug manufacturers might make a $1 for a 30 day supply of rosuvastatin. These haven’t been a money maker for pharma in a long time. Most are coerced by PBMs to supply them at basically no margin and have to comply.

[Ephraim Monk @realMerryMonk]

This is driving me crazy. “Big Pharma” really refers to innovator, branded cos. The meds referenced here are mostly supplied by generics which are largely commoditized with low barriers to entry and corresponding low prices and low margins.

[Ephraim Monk @realMerryMonk]

@ReneSellmann What do you think the real most is? An n of 1, but a restaurant I go to every day has changed their POS every 6 months because a rep comes in and offers to buy our their contract, give them 6 months free, and waive implementation. So the owner just keeps switching.

[Ephraim Monk @realMerryMonk]

@vitaliyk @GSpier @vitaliyk is it possible for a long time reader (👋) to get involved in this event?

[Ephraim Monk @realMerryMonk]

@dieworkwear I’m in Sweden twice a year for the last 17 years and, yes, they think it’s unique and special. There is a strong in-group bias in a lot of cultures.

[Ephraim Monk @realMerryMonk]

@bobspaysubstack I have to correct you on this one. The pizza is, in fact, amazing. That the pizza isn’t amazing is an anachronistic canard.

[Ephraim Monk @realMerryMonk]

@taobanker Domino’s is the pinnacle of Italian-American cuisine. $6.99 medium any topping! I’m long.