Lloyd Walmsley

Internet equity research analyst, photographer, Saints fan

[Lloyd Walmsley @wammertime]

@buccocapital It didn’t feel the same, in part, b/c hope for a “tweet put” or “wait for the deals”. When it sinks in that maybe there isn’t a magic wand, more China like responses than Vietnam, and the economic cascade, it could feel a lot different pretty fast.

[Lloyd Walmsley @wammertime]

@TMTLongShort Except they applied their masterful formula incorrectly…

[Lloyd Walmsley @wammertime]

@WaterworldCapi1 Any management team that’s talks about things like transitions and needs for a “detox” = near term uninvestable

[Lloyd Walmsley @wammertime]

@WaterworldCapi1 So if it’s all a toxic brew of Chinese IP theft and bs on training costs, why are Sam Altman, Satya and Nvidia hat-tipping them publicly? Kind of an odd response if it’s all lies or already known innovations, no?

[Lloyd Walmsley @wammertime]

@MWM76 @biancoresearch Your chart is a multi year chart that would have nothing to do with annual seasonality

[Lloyd Walmsley @wammertime]

@rsandler21969 You need to try: https://t.co/HwOFN8vWEP

[Lloyd Walmsley @wammertime]

@compound248 Fed always had your back…

[Lloyd Walmsley @wammertime]

Congratulations to my brilliant and amazing wife @cmckella for winning a competitive writing grant while working on her first novel! Go get ‘em!

[Lloyd Walmsley @wammertime]

@GavinSBaker @True_Scuttle Inflation in home building costs may help reduce HPA risk??

[Lloyd Walmsley @wammertime]

@KyleACooke Sartre couldn’t script it better

[Lloyd Walmsley @wammertime]

@GavinSBaker @MarketplacePuls Back to school?

[Lloyd Walmsley @wammertime]

Think I know a guy… @MadThunderdome

[Lloyd Walmsley @wammertime]

@fahdananta Title insurance

[Lloyd Walmsley @wammertime]

@kayvz Night nurse!

[Lloyd Walmsley @wammertime]

@nedsegal @marciadorsey Happy birthday Ned. Lot of surprises in the cake this year.

[Lloyd Walmsley @wammertime]

@compound248 @patrick_oshag Hat tip @cmckella

[Lloyd Walmsley @wammertime]

@benedictevans Google trends suggest the term is fading hard https://t.co/GrjxyrliAa

[Lloyd Walmsley @wammertime]

@MadThunderdome You’re gonna need a bigger ladder

[Lloyd Walmsley @wammertime]

@bgurley Better conversion also good for the online ad ecosystem