Discounted Trash Flow @DiscountedTF
Sell side ER, quality investing, general degeneracy Joined July 2013-
Tweets7K
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Followers3K
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Likes57K
3-for-3 in vacation plans getting tanked by work over the past year
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They call me SPX the way I'm standard and poor
A stock that's down 90% was down 80% then cut in half
A stock that's down 90% was down 80% then cut in half
I don't need AI to ctrl+F "Item 8" so please stop holding my RAM hostage @Adobe
https://t.co/WWub4QZl0s
Discounted Trash Flow retweeted
“Wait so you got all the earnings wrong this week? But I thought you like worked all last weekend… I don’t get it, you work more but like don’t get better? Like what were you even working on then? Why don’t you just not own the ones that are going down?”
When VIC contributors write up a growth stock
Wonder why confidence was so bad in 2009. Honestly stumped. A mystery lost to the sands of time
Wonder why confidence was so bad in 2009. Honestly stumped. A mystery lost to the sands of time
Watch party at BWW tonight
Gonna name my future kid Mort (short for Amortization)
Short sellers dropping nukes then going radio silent for three months
Found Erdogan's burner
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“It’s a 0 sum game after all” *the guy who thinks that game theory is a pc gaming mag about MMORPGs*
You wouldn’t last an hour in the asylum where they raised me
stay strapped gang
someone whose autistic special interest is military history will outperform someone w an MBA every time
Absolutely crushing 99% of the losers demeaning him
Inside the very 'normal' life of office worker Connor Hubbard whose daily routine TikToks have gone viral: Husband, 29, married his high school sweetheart after they studied finance together at college and are now expecting their first baby trib.al/IRtc4kB
anne nooooo
Anne Hathaway is a secret Gooner and now her reinvention is complete theguardian.com/film/2024/apr/…
In my experience, very few people actually read the financial statements, significant accounting policies, notes to the FS, etc.. and there can be meaningful alpha hidden in plain sight.
I'm still in disbelief that people try to make a living analyzing the same static, stale financial statements that everyone else has. Not to say that fundamental analysis doesn't work, but the kind that does work is not what is taught in the CFA program or in business school.…
I for one think founders should be able to do whatever they want with investor’s money, up to and including lighting it on fire
People are upset about long term capital gains rates potentially moving to 44.6%. Good thing we don’t have to worry about that!
You laughed, you taunted Mezz as he said "gardening leave" for years And now your savior, your North Star, Matt Levine, says "gardening leave" instead of "garden leave" and all of you are silent ... wow
Tim Cook trying to develop new products
$AAPL APPLE WINDING DOWN ELECTRIC CAR PLANS, ENDING DECADE-LONG FORAY
Lolz $BSX $MDT $JNJ $ABT $TMO $DHR $DIM.FP $AVTR $RGEN
Ok I’ve changed my tune and now listen at 1.25x out of necessity to consume all the #content. UPDATED TAKE: Listening to podcasts at faster than 1.25x speed is a bridge too far and means you have a problem.
TAKE: Listening to podcasts at faster than normal speed is a bridge too far and means that you have a problem.
@lhamtil i bought some sammiches in NYC that took 3 days to eat - i couldnt throw them out - they were so incredible they kept accumulating in our fridge i swear one italian sausage and pepper must have weighed 5lbs i think about those sammiches all the time $NVO
@ShitpostRock A European eating his first American burger, 2024
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