The Skewed Path

Private investor looking for asymmetric investment opportunities. I share my ideas and reflections on Seeking Alpha.

[The Skewed Path @TheSkewedPath]

@JonahLupton @firstadopter Isn’t that the whole point of Cramer?😂

[The Skewed Path @TheSkewedPath]

@minordissent The solution could be as simple as removing financial incentives for harmful behavior and having a media environment that reports issues accurately, thereby creating greater public awareness and gradually shifting social norms. (2/2)

[The Skewed Path @TheSkewedPath]

@minordissent It seems to be more of an incentive problem than a question of forced, top-down social design. When certain behaviors were socially condemned or shamed, people had a strong incentive to avoid them. (1/2)

[The Skewed Path @TheSkewedPath]

@minordissent Knowing that most parents are too stupid or too cowardly to deviate from the people around them and that this is unlikely to change, wouldn’t the only solution be to reshape or “nudge” society in a way that pressures parents, and therefore their children, to make better choices?

[The Skewed Path @TheSkewedPath]

@SFarringtonBKC Well, at least we can’t choke on them

[The Skewed Path @TheSkewedPath]

I think the market is missing what's really driving Reddit's long term value.

The true earnings power looks much higher than current expectations suggest.

My $RDDT investment thesis (free):
https://t.co/70RJ42s9dG

[The Skewed Path @TheSkewedPath]

@MartinShkreli I don’t expect a major new player to emerge anytime soon. This market will likely remain an oligopoly for the foreseeable future.
I’m not invested here, but the bigger risk, in my view, is that AI develops in a way that significantly reduces the need for memory.

[The Skewed Path @TheSkewedPath]

@leevalueroach Can’t wait to hear your pitch on $SPCX 😂

[The Skewed Path @TheSkewedPath]

$sive $sivef
https://t.co/gPoLdEnFEP

[The Skewed Path @TheSkewedPath]

Happy to share my latest write-up on Sivers Semiconductors $SIVE / $SIVEF

The deeper I dig into the underlying industry dynamics, the more bullish I become.

Special thanks to @aleabitoreddit for putting this opportunity on my radar.

https://t.co/e6pTRejOeY

[The Skewed Path @TheSkewedPath]

@ICBarrett When the final inflection in day rates has happened and the drillers have rerated higher, we’ll be reading the same kind of comments explaining why everyone now has to sell the rest of the value chain to buy into the drillers.

At that point it’s probably time to get out😂

[The Skewed Path @TheSkewedPath]

@aleabitoreddit https://t.co/e6pTRejOeY

[The Skewed Path @TheSkewedPath]

@PerDahlstrm Thanks for sharing

[The Skewed Path @TheSkewedPath]

@knedoycap Thanks for sharing

[TopInvestor @Matrix_B0SS]

Now media has realised $SIVE is AI’s next bottleneck for CPO

We are front running institutions

[The Skewed Path @TheSkewedPath]

@Matrix_B0SS Thanks for sharing😅

[The Skewed Path @TheSkewedPath]

@SFarringtonBKC 9 hours?? imagine how many tweets you missed

[The Skewed Path @TheSkewedPath]

@MohnishPabrai @GSpier Great to see the culture continue

[The Skewed Path @TheSkewedPath]

@illyquid This is ridiculous

[The Skewed Path @TheSkewedPath]

@trackdalf The market doesn't seem to be forward looking at all in this corner of the market