Wonder Bread

VP, Operations at Doofenshmirtz Evil Inc. Member of @MicroCapClub

[Wonder Bread @wonderingbread1]

The downside to having an illiquid portfolio is that you underperform on down days because all of your positions are shitcos that everyone is desperate to sell for any reason

[Wonder Bread @wonderingbread1]

The downside to having an illiquid portfolio is that you underperform on up days because 90% of your positions don’t trade

[Wonder Bread @wonderingbread1]

@CJ0pp3l @atelicinvest I think everyone learned the Microsoft strategy (consumer adoption -> enterprise adoption

[Wonder Bread @wonderingbread1]

Wife guys be like “Happy wife, happy life, am I right? (I love my wife)”

[Wonder Bread @wonderingbread1]

@CoachDrewScott @GibbsWade87 Why would you apply that logic to Mead and not to Ruiz?

[Wonder Bread @wonderingbread1]

@yacineMTB @ivan_bezdomny Lmfao

[Wonder Bread @wonderingbread1]

@atelicinvest I can’t believe how many people are responding to it as if it was genuine

[Amy Nixon @texasrunnerDFW]

@literaryeric I think that’s probably true for soccer and baseball but it’s less true for sports where an extra large size is key (football and basketball).

You need the kid to be close to full adult height to really know if they have the genetic potential for pro, usually by age 14-15

[Wonder Bread @wonderingbread1]

@CoachDrewScott Especially this early in an FO turnover, FOs will sometimes fall into a “not my guy” trap. It has its positives and negatives, and probably some initial trades will be objectively questionable

[Wonder Bread @wonderingbread1]

@CoachDrewScott It’s tricky. I don’t think you can untie the development wins with the trade/draft strategy. I can see the individual mistakes and see where you’re coming from though

[Wonder Bread @wonderingbread1]

@CoachDrewScott A lot of those guys blocked in AAA would be in the majors now if 2-3 guys were on IL

[Wonder Bread @wonderingbread1]

@CoachDrewScott FWIW I think a lot of the depth chart ordering issues you gripe with is partially caused by the fact that the nats have had very good injury luck, especially on the position player side

[Wonder Bread @wonderingbread1]

@ACapitalLP $VASO now apparently

[Wonder Bread @wonderingbread1]

@taobanker Playing the meow game but it’s just trying to say as many words on this list as possible while being interviewed by Eric Balchunas

[Wonder Bread @wonderingbread1]

@atelicinvest 2.8 on Glassdoor!

[Wonder Bread @wonderingbread1]

@unfixed_income @eriksen_tim @leevalueroach But if you got a commission check after doing the difficult process of convincing a customer to buy a GEHC MRI machine, you’re more or less free to spend it - the cash is not really encumbered

[Wonder Bread @wonderingbread1]

@unfixed_income @eriksen_tim @leevalueroach Commissions at milestones is in the spirit of “get paid as the work is completed.” You can’t recognize it because 1) the final product hasn’t been delivered, and 2) the customer can downsize/cancel orders, at which point your commission gets clawed back.

[Wonder Bread @wonderingbread1]

@eriksen_tim @leevalueroach What work does the company actually have to do to get the revenue recognized?

[Wonder Bread @wonderingbread1]

@atelicinvest Price action matters!

[Wonder Bread @wonderingbread1]

$TULP looks like a complete mess

[Wonder Bread @wonderingbread1]

@DarrenShapiro2 @nashunals That describes Aaron Judge