Tim Rotolo

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[Tim Rotolo @timrotolo]

After listening to @FoundersPodcast on @paulg I've become a true believer. Be Prolific. Be Relentlessly Resourceful (https://t.co/j1dSwiTL2N). and I'm adding Be Resilient. New pinned tweet.

[Tim Rotolo @timrotolo]

@paulg quote is going on my wall.

"Being prolific is underrated. The more different things you try, the greater the chance of discovering something new. Understand, though, that trying lots of things will mean trying lots of things that don't work. You can't have a lot of good ideas without also having a lot of bad ones. [21]"

[Tim Rotolo @timrotolo]

@JonathanDa73288 @jaminball How does your spend increase? More seats?

[Tim Rotolo @timrotolo]

@kieranwgoodwin Interval funds…

Soon to ruin accounting and law firms.

[Tim Rotolo @timrotolo]

This is my current take. When underlying is liquid the NAV calc becomes less squishy. Pre-ipo is much better for a premium than post. Same vibes.

[SG @stockgutter]

@JaguarAnalytics agree, terrible take. And it missed the only one that is (to me) clearly a loser regardless of how $SPCX prices -- $VCX. For Fundrise, the price discovery of a daily mark of former privates will just emphasize how much higher that trades than NAV.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump explains what happened with yesterday's Iranian strike on a US Apache helicopter:

Two US Apache helicopter pilots were flying low in the Strait of Hormuz.

An Iranian drone then "lodged" in-between both pilots but did not explode.

The drone then caught on fire as the pilot were attempting to land the helicopter.

These two pilots then took the helicopter into the sea and were rescued by an unmanned sea drone.

This marks the first ever rescue by an unmanned sea drone in US Military history.

The US then responded with 20 retaliatory strikes.

[Tim Rotolo @timrotolo]

@TheStalwart Never forget…. “Progress is cumulative in science and engineering, but cyclical in finance.”
— James Grant

[Lisa Abramowicz @lisaabramowicz1]

Oil strategists keep raising alarms over shrinking oil reserves. Carlyle's Jeff Currie: "It is robbing Peter to pay Paul -liquidating the buffer built over decades to suppress the very price signal that would trigger the investment response the mkt needs" https://t.co/tXF2pWyUo6

[Tim Rotolo @timrotolo]

Wheres Lutnick these days?

[Tim Rotolo @timrotolo]

@MartinShkreli And data centers are nuclear energy.

[Open Source Intel @Osint613]

Israeli official to Israel Hayom: Israel will respond to Iran’s attack, even if the response does not come immediately.

[Tim Rotolo @timrotolo]

lol.

[SoFi @SoFi]

Proud to support investment opportunities. Access through SoFi:

[Tim Rotolo @timrotolo]

This is surprising. Didn’t feel like it.

[OddStats @OddStats]

Today was the worst day on SPX this year, the worst day in 164 trading days, and the 2nd worst day in the past year. It was the 8th worst day in the past decade.

[Tim Rotolo @timrotolo]

@Bkclaims If you have an exchange fund can it act as collateral you can short against it?

[Tim Rotolo @timrotolo]

@DanielSLoeb1 Is there an equivalent sub-scale, inefficient market like this today?

[Tim Rotolo @timrotolo]

Is the great sensory dullening upon us?

I’m taking the under.

[signüll @signulll]

it's unclear if most ppl realize that ozempic’s real effects on culture haven’t even started.

cuz what you’re seeing now is the first order effects & some glimpses of second order where ppl get thinner & some products experiencing a resurgence.

but the second & third order effects are where things might get gnarly due to the fact that these drugs seem to dampen desire itself across a surprisingly wide range of behaviors (it's not universal or obvious yet). food is simply the first & most obvious target.

liek what happens when millions of people suddenly spend less time thinking about consumption? what happens to industries built around cravings, indulgence, impulse purchases, addiction loops, or even certain forms of entertainment?

entire sections of the economy assume humans will remain governed by the same reward circuitry we’ve had for thousands of years. if these drugs meaningfully alter those circuits, we’re talking about a tool that edits human motivation.

we are gonna see thinness but in a lot of diff ways it seems like.

[Tim Rotolo @timrotolo]

@GlobalCollapse October period covers unlock of a huge amount of shares and nav is probably closer to $20-30…. Funds like this can trade at persistent 20-40% discounts - ask Bill Ackman or look at $bpre

[Tim Rotolo @timrotolo]

@santhonys @josser0 But it’s at $160?

[Tim Rotolo @timrotolo]

Same groups shut nukes. Please see Germany post Fukushima when governments made knee jerk reactions. Think long term (and I don’t mean your term in office). This is why China is winning the industrial war.

[Bernie Sanders @BernieSanders]

Two months ago, when @AOC and I proposed an AI data center moratorium, we were called “Luddites.”

Now New York is on the verge of passing a moratorium and dozens of localities are doing the same.

People understand: AI must work for all, not just oligarchs.

[*Walter Bloomberg @DeItaone]

TRUMP: IRAN HAS AGREED THEY WILL NOT HAVE A NUCLEAR WEAPON