twisted_apples

Only few know the sweetness of twisted apples

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Charlie Munger: “The idea of diversification makes sense to a point if you don’t know what you’re doing”

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@nntaleb Depends on your definition of free.. random plumbers don’t get hit on by any/all attractive women around them (and certainly not Chinese spies!). Jensen was free to make his choice. The plumber never had the option.

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@jasonfurman And this is why smart asset allocators don’t have academics managing their money.

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I don’t think the push-out is about American Puritanism, I think it’s about the subversion of corporate rules that are meant to protect shareholders from obvious conflicts of interest. Intimate relationships with partners or with subordinates create dangerous conflicts that the company has a right to know about and try to manage as best they can.

Now, we can argue in this specific case whether firing Jensen is actually in NVDA shareholders’ best interest, but I don’t think we can argue that, in general, this conduct by a CEO is grounds for firing.

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@elonmusk Back when a @colbertlateshow audience would clap for @elonmusk

[Bhandafod @Bhandafod_]

I have one question… actually, a LOT of questions. 😭

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@fabknowledge Said like someone with a levered long position in NVDA that’s about to get SMOKED

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@nickisanders That’s the classic low-IQ troglodyte logic that is typical of the UoU Utes

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Ladies and gentleman, this is what we call confirmation bias. When an otherwise intelligent person overlooks obvious contrary information and instead holds onto misleading data that supports their deeply held core beliefs.

Global GDP per capita over the last 100yrs. We are so much wealthier!

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@jasonzweigwsj Largest sell off that his robinhood acct has seen. Either the market memory of a goldfish or a new mkt gambler who thought stonks only go up and Reddit armies can save every dip.

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@TheBenSchmark If you don’t have intestinal fortitude.. Adult diapers

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@CharlieZvible The Alphasense MCP is a steaming hot plate of garbage. Need APIs if you want to do any heavy work.

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@maluna_cap 12%, I think 13% would be low-teens, or the “low end of low-teens” if they want to be stupid about it, which.. apparently.. they do.

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@1MainCapital My sense is that’s a fake number. At least for S&P500, consensus EPS is still forecasted to grow 11% in FY22 and another 10% into FY23. Multiples aren’t real if consensus numbers aren’t changing.

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@IgnoreNarrative “But I’m a pharma analyst!”

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@nypost @elonmusk would you approve of someone marrying a #Tesla?

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@jess_ismore @chadpeevy @junshukla2 @thesamparr The text says “a well regulated Militia, being necessary to the security of a free State, the right of the people to keep and bear arms, shall not be infringed.” Doesn’t seem explicit to me that “well-regulated” is meant to qualify the right to keep and bear arms.

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@chadpeevy @junshukla2 @thesamparr I do personally advocate for stronger background checks, but I understand the counter argument. We have a constitutional right to bear arms and for the government to restrict that right is a serious thing, something that your examples don’t capture.

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@LibertyRPF @CompGrady That seems to be less true now than it used to be re: Spotify vs Apple Music, Amazon Echo vs Homepod,
Roku/Fire/etc vs Apple TV.

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@ALBACapMgmt To help justify the aggressive price targets of sell side.

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@ParikPatelCFA Get a new monitor