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[S @sb1896]

@Globalflows Rationale for long SPY being short USD? You’re partially short USD in that constituents have x% of cash flow global but guessing it’s still tilted long USD? Unless you are comparing SPY to treasuries on relative basis?

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@BillAckman @TMTLongShort

[S @sb1896]

@citrini How do you think about future dilution? Only 1/4 of float, so the buyback yield is perhaps overstated?

[S @sb1896]

@TMTLongShort What market exposures? Utes as lower vol, metals, semi, qqq?

[S @sb1896]

@blueprintsmb22 what's "enough" liquidity and what is "sizable" in buying a business? Curious to benchmark for myself...

[S @sb1896]

@DeepDishEnjoyer Out of curiosity what contracts

[S @sb1896]

@commbankerguy @RogueCfpb are you willing to connect and discuss this more? super interested in your views on this

[S @sb1896]

@commbankerguy Would love to talk banks & bank tech if you’re open to it. Even 20min of your time would be greatly appreciated. DM me if you’re open to it!

[S @sb1896]

@commbankerguy Would love to talk to you more about your experiences here. If you are willing to do so, please DM me. Even 20min of your time would be greatly appreciated!

[S @sb1896]

@patio11 Hi! Love the work. Did you end up publishing additional posts about this? I couldn’t find them on your site. Trying to learn about the sector!

[S @sb1896]

@Tarzan_Capital @jasonjoyride What was it???

[S @sb1896]

@commbankerguy Synapse reference? Not the fault of legacy providers, right? Wonder if bullish stable (albeit oftentimes frustrating) stalwarts (jack, fis, fiserv)

[S @sb1896]

@commbankerguy @sytaylor @mikulaja Good for traditional cores?

[S @sb1896]

@JerryCap @borrowed_ideas Implications? Legacy firms bailed out of tech debt or disruption risk far higher (or both depending on tightness of end customer integration)?

[S @sb1896]

@noyesclt Pushing into POS. Interesting!

[S @sb1896]

@ValueIdeaLog Source?

[S @sb1896]

@noyesclt Have they announced anything new since yesterday’s BNPL regarding POS?

[S @sb1896]

@buccocapital Space ships don’t come equipped with rear view mirrors👌

[S @sb1896]

@patrick_oshag What motivates you

[S @sb1896]

@mario_cibelli I completely agree, stats support that for desktop especially. But I’m talking about spend on mobile. download a random app and checkout - applepay is way easier to use. Just think it can’t be ignored is all

[S @sb1896]

@mario_cibelli Agree but does volume shifting to mobile phones concern you? If I shop on an app, applepay is shoved in my face… pypl is hard to get to. Same goes with online platforms trying to push their own checkout buttons.