Ryan Frick

[Ryan Frick @ryanfrick]

@mjmauboussin I was going to say didn’t you write a report on this in the 2000s? Right when I started my investing career I remember it well!

[Ryan Frick @ryanfrick]

@chamath Agree with this as a big part of what’s happening but there IS also a temporal part ... it’s called the WAR! And/or fear about impending consumer slowdown due to higher gas prices. I think it’s a combo of all of the above.

[Ryan Frick @ryanfrick]

@BookitWithTrent Great call

[Ryan Frick @ryanfrick]

@BillAckman @X Massive prayers for your daughter, I hope she makes a full recovery 🙏. As for the rest of it, maybe this is payback for you being a massive trump sycophant. This employee sounds awful but honestly not as bad as you have turned into as a person in the past year.

[Ryan Frick @ryanfrick]

@humankarp Agree with every one of these except damn I couldn’t live without my cold plunge at this point. Cold shower not the same!

[Ryan Frick @ryanfrick]

@GoldandBurner @Stuckey2 Somebody whining about a Purdue whistle hahahaha this is the funniest post I’ve seen in 2026

[Ryan Frick @ryanfrick]

@chamath I think they can both be explained by the same thing. Market is telling you hyperscaler current capex spend is unsustainable. Fcf pretty misleading metric for them right now, on earnings they have all gotten a lot cheaper (except aapl). The truth lies somewhere in the middle.

[Ryan Frick @ryanfrick]

@LockyLockerson The irony of the guy who hooked and held twice earlier in the game and they wouldn’t call the second one because that would have kicked him out making the game winning tip is so rich

[Ryan Frick @ryanfrick]

@LockyLockerson 1000%

[Ryan Frick @ryanfrick]

@TheCousinSal Darling broke u

[Ryan Frick @ryanfrick]

@JonahLupton PEG ratios are for heathens

[Ryan Frick @ryanfrick]

@TheCousinSal Or that my under 8.5 wins bet missed after they were 4-8

[Ryan Frick @ryanfrick]

@GavinSBaker It would be fascinating to know if the chart on the left is more due to top 10% of existing mature companies getting more efficient or if it's because of AI startups themselves growing at levels that are unprecedented and not needing employees to do so

[Ryan Frick @ryanfrick]

@GlenKacher And even more insane to have a practice field next to a substation!!

[Ryan Frick @ryanfrick]

@WaltLightShed @overtime @NFL Magic Johnson level

[Ryan Frick @ryanfrick]

@JonahLupton I hate the pats ... and fully acknowledge maye should win MVP

[Ryan Frick @ryanfrick]

@collin1 I had him 22-1 first td because of your pod. Thank you!

[Ryan Frick @ryanfrick]

@rotoworld_fb how about firing washed ass chip for throwing the ball to bowers ONE TIME last night! credited with 3 targets, 2 of them were throwaways.

[Ryan Frick @ryanfrick]

@InnocenceCapit1

[Ryan Frick @ryanfrick]

@MatthewBerryTMR @croucherJD @LordDontLose i would read your article every week but i'm not watching a long-form show, this move is dilutive to your audience

[Ryan Frick @ryanfrick]

@MatthewBerryTMR @croucherJD @LordDontLose article > yt show