Saang Lee (이상선)

CIO @ Othis

Former Prop Trader • Global Equities + Cross-Asset Factors • Not investment advice
🇺🇸🇰🇷🇦🇹

[Saang Lee (이상선) @saanglee]

@da_ff_ @koreavaluehunt Things you don't ask in Korea:

A woman: her age
A man: his salary
A restaurant: where they source their kimchi

[Saang Lee (이상선) @saanglee]

@hthieblot Candystand

[Saang Lee (이상선) @saanglee]

@kchoudhu Typical successful early-stage to late-stage shift I guess!

Will be excited to read future case studies that get published on the company

[Saang Lee (이상선) @saanglee]

@kchoudhu Read the leaked MrBeast internal memo from a few years ago if you haven't.

Obv some of it's start-up drivel, but it's also clear they've had a very high internal bar and clear expectations from day 1.

Very different than his more happy-go-lucky external persona.

[Saang Lee (이상선) @saanglee]

@KeyPaganRush Where Are U Now?

[Saang Lee (이상선) @saanglee]

@Bonecondor

[Saang Lee (이상선) @saanglee]

@kchoudhu My dad still has 3 copies of a FORTRAN 77 guide that he still won't throw away because he "may need them someday"

[Saang Lee (이상선) @saanglee]

@kchoudhu Will really be interesting to see going forward how much can be done within an LLM and how much will be orchestrated around proprietary application specific tools.

Wonder with Claude as well if this is being done within the LLM or if they're harnessing around finance tools.

[Saang Lee (이상선) @saanglee]

@kchoudhu

[Saang Lee (이상선) @saanglee]

@ONAN_OUS Personally, my palate isn't refined enough for me to really tell much of a difference, but I also don't get the criticism of rising out blood/impurities, especially since the technique is also prevalent in French cooking.

Beef stir fry looks amazing.

[Saang Lee (이상선) @saanglee]

@return_stacking @KeyPaganRush @tleilax___ 😅 Micron is usually almost always the better play

[Saang Lee (이상선) @saanglee]

@KeyPaganRush @tleilax___ Sir, there are no US companies building munitions factories in Europe 😅

[Saang Lee (이상선) @saanglee]

@macrocephalopod @augooses In Korea, the dollar is called 불/"bul" (meaning "not"), because the Hanja/Chinese symbol for the word looks like the $ symbol (弗)

[Saang Lee (이상선) @saanglee]

@macrocephalopod @augooses In Korea, the dollar is called 불/"bul" (meaning "not"), because the Hanja/Chinese symbol for the word looks like the $ symbol (弗)

[Saang Lee (이상선) @saanglee]

@W98AB Tbf I didn't know that Austria wasn't Australia until I was like 6

[Saang Lee (이상선) @saanglee]

@macrocephalopod Even if it weren't slop...

Whether signal selling, running a fund, etc... if it's something that can earn substantial money, where's the moat?

Anthropic, OpenAI, et al have shown willingness to move downstream into profitable areas and compete against their own customers.

[Saang Lee (이상선) @saanglee]

@TiltFolio @stevehou Nope. It's mostly accessibility.

fx only traded during business hours on-shore through domestic entities.

No omnibus trading accounts and limited English documentation.

Other things like gov't intervention, etc, but can't remember all the reasons off the top of my head.