I'm on Substack, put some of prior published articles (WIP), so no more behind paywall. check out 22-23 trophy list (trophy investments > 50% ROI). Back to more writing, a good analytical process to identify next trophy๐
https://t.co/2g62c2HPxK
#btc#sp500#coinbase#Netflix
Been too long... not cos of summer vacation nor hibernation... but a fair amount of work traveling; a somewhat very busy work summer!
Actually, I shared my thought a month ago: Threads is Mark Zuckerberg's Meta(verse) play
https://t.co/WEnmx7AoWP
Incredibly volatile day with mixed strength in Comm Serv, Tech, REITs, and Utilities; Energy decisive laggard and continues to hold last place YTD โฆ Russell 2000 has slowly crept past Russell 1000 Value & 2000 Value YTD, but small caps continue to lag large caps by wide margin
will crypto debanking hurt adoption in short term? so far somehow the market is running in opposite direction of the economic factors.. in the long run, it's good.. but short term is probably sustained by hopium (or game theory: open interest is UP :)
https://t.co/6PW9BGntSA
#salesforce a great company, $crm generated 60x return if you bought at IPO and sold at the top in 2021. or something 40x if u sold later. It's a great co for sales ppl, make good ๐ฐ but low GAAP profit, and expenses are covered by investors.
https://t.co/ktVGOwzkmt
#dilultion
How to use a compass? You might not even care :)
Thoughts on #AI, #GPT and #ChatGPT, but not an idea about the next AI map, just an overarching thought and covers briefly on how combining AI and #Blockchain could be a next pivotal dev
https://t.co/ubhvVcsQif
#msft#google
Avalanche aur @Shopify forces join kar rahe hai Shopify ke lakho merchants ko logo ke liye eco-friendly digital collectibles banane ke liye @Venly_io Shopify NFT App ke sath
Shopify merchants turant apne store se #Avalanche NFTs bechna shuru kar sakte hai
FT Exclusive: Founders Fund, the venture capital firm co-founded by billionaire Peter Thiel, closed almost all of its eight-year bet on cryptocurrencies shortly before the market began to crash last year, generating about $1.8bn in returns https://t.co/2qHV9Dp8Db
Like Charles munger said: it's a silly "fool's game". They play poker & act like in a opera on stage, to advocate and mobilize the crowd but they pocket and leave everyone holding bags.. if US govt does that, the country will be the next turkey. #btc$btc
https://t.co/ahsLCRLTQm
Here to the king pie ๐ฅ๐ or Galette Des Rois during the feast of #king๐คด
it's a delicious pastry with a simple festive game behind it.
If all stocks and #crypto are like the king pie, then we'd have a very happy 2023.
https://t.co/ZJ2DdvyKyd
$atvi #kingpie#StockMarket
Ever played the king pie game, a positive sum game ๐๐คด. In contrast, #Crypto , #Equities , #sp500 were all zero or neg sum games in 2022. What is head of us in 2023, and where is the king pie? $ATVI is one. Don't get it, have a read: https://t.co/oKxRvWwYux @seekingalpha