TruthSayer

[TruthSayer @TruthSayer20504]

@LiebermanAustin How much did he pay you for this tweet?

[TruthSayer @TruthSayer20504]

@SahilBloom douchemaxxing**

[TruthSayer @TruthSayer20504]

@unciacapital Probably better for the PMs than analysts at Jain…latter don’t really seem as necessary with this new model. They’re likely first to get eliminated

[TruthSayer @TruthSayer20504]

@DemothenesLux @PalPress24 You’re truly sick in the head

[TruthSayer @TruthSayer20504]

@DanielSLoeb1 Dan why don’t you worry about your support of genocidal lunatics like @ishapiro. You’re a washed up fund manager with no feel and no edge. It’s a cultural travesty you have Eric B and Rakim as your prof pic

[TruthSayer @TruthSayer20504]

@DanielSLoeb1 Same goes for you

[TruthSayer @TruthSayer20504]

@ishapiro You’re an obese pig faced genocidal maniac

[TruthSayer @TruthSayer20504]

@CranjisMcFutbol @DanielSLoeb1 @ishapiro @DanielSLoeb1 doesn’t it strike you as concerning that your fellow defender of @ishapiro is unable to read and issuing veiled threats in response to the irrefutable proof I provided that Ilya is a genocidal sociopath? You really should reconsider ties here…

[TruthSayer @TruthSayer20504]

@CranjisMcFutbol @DanielSLoeb1 @ishapiro I’m not a Hamas supporter you dumbass. Care to defend these tweets? Clearly he is talking about all Palestinians. You have some sort of fetish for protecting monsters.

[TruthSayer @TruthSayer20504]

@CranjisMcFutbol @DanielSLoeb1 @ishapiro Obviously he was not. You can’t use the “blame Hamas” crutch to get out of lacking basic literacy.

[TruthSayer @TruthSayer20504]

@DanielSLoeb1 @ishapiro

[TruthSayer @TruthSayer20504]

@DanielSLoeb1 What are you sighing about? @ishapiro was calling for the genocide of Palestinians and describing them as subhumans. Did you even see his tweets? Maybe your due diligence is ubiquitously this bad and that’s why Third Point’s returns are so horrendous.

[TruthSayer @TruthSayer20504]

@ishapiro @danpjsheehan What was antisemitic about his question? Do you deny that you shouldn’t face professional repurcussions for endorsing ethnic cleansing, if not outright genocide?

[TruthSayer @TruthSayer20504]

@kampeas @ygzgzot So Ron, by this logic would you be willing to defend that not all German Nazis during WW2 were bad? Was that fairly typical of societies at war?

[TruthSayer @TruthSayer20504]

@RoyKAltman Israel also snipes children in the head and double taps hospitals among other atrocities

[TruthSayer @TruthSayer20504]

@chivarse @peter_mantas @shmilylt - their targeted 15-20% rev growth means $52m to $200m is 6-8 years
- 2025 neg op leverage
- not super clear if the commercial partner exclusion was the only reason for guide down

[TruthSayer @TruthSayer20504]

@biggercapital This 4Q print from CLPT stinks - why should one continue to hold here?

[TruthSayer @TruthSayer20504]

@augurbio Interested in your thoughts on $LRMR. Why do you think only conditional approval? Seems like FDA pretty aligned on surrogate endpoint question and well aware of the safety/anaphylaxis stuff

[TruthSayer @TruthSayer20504]

@buccocapital Right now seems pretty good. Street is at low-9 EPS this year and high-10’s next year, so stock is at ~10x for what is a high teens to 20% compounder. They’re way less exposed to software vs peers and a higher long end is good for them, so makes it a good rates hedge too