DTron @MemoryRealAsset

Memories are the only real assets. Joined May 2020

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Lone Ranger @666LoneRanger

a week ago

我有一位财富自由的大佬客户，他拥有绝对的财富，却总是待在家里看书，不去旅游，也很少参加聚会和享受美食。我问他为什么这么做，他解释说： “在现实世界里，遇到聪明人的机会并不多，大部分人都是普通人，没有什么独到的见解。但书籍就不一样了，里面充满了智慧的火花。今天我可以与孔孟、李杜、苏东坡交流，明天又可以了解罗斯福、丘吉尔、苏格拉底、柏拉图的思想，还能研究牛顿和麦克斯韦的成就，以及爱笛卡尔的哲学。相比之下，旅游、聚会和享受美食都无法与阅读带来的收获相提并论。”

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DTron @MemoryRealAsset

6 months ago

@pmje73 Love this. Inevitable = near certainty / undetermined timing. Probable = reasonable chance, say 35-60%. Possible = <5% but don't discount it.

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DTron @MemoryRealAsset

11 months ago

@DanielSLoeb1 Shots fired! Rationale= f(Paycheck > (Ethics x Political Beliefs))

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DTron @MemoryRealAsset

a year ago

@kieranwgoodwin Call me when they do Continuation CLOs.

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DTron @MemoryRealAsset

a year ago

@investingichina Tough biz with $CEC. But if they could get from 2% EBITDA margins back to 4% like JD or $CEC of pre-2016 (mix of groceries) or $BBY of 6-7%. That's a huge homerun. That's why Convergenta kept 25%, maybe they see upside.

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DTron @MemoryRealAsset

a year ago

@doomerzoomer $PLTR is the government bro. There's no price too small to pay for government access.

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DTron @MemoryRealAsset

a year ago

@doomerzoomer Inflation incoming. Bottom 80% gonna shift to Temu.

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DTron @MemoryRealAsset

a year ago

@apralky Contrain macro trades only work near the pivot point. Otherwise it stays contrian and a loser.

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DTron @MemoryRealAsset

a year ago

@AbrahamGYSimon Meituan won food delivery wars. But still have PDD, JD, now BABA coming in. Is food delivery a wedge (since you eat everyday, you open the app, get food, and buy other items too)? Everyone assumes eComm is matured. But +50% of pop still poor, underconsuming.

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DTron @MemoryRealAsset

a year ago

@dede_eyesan I comp airports globally and AOT came at the most expensive by far (yes, it's a monopoly in TH). It was not like the margins or FCF margins were high. But I really liked CAAP. Never got cheap enough to buy.

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DTron @MemoryRealAsset

a year ago

@MoatlessCapital @EastAsiaStocks Great work here! Nice earnings boost from retail side.

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DTron @MemoryRealAsset

a year ago

@P_Remarks Tesla, SpaceX, xAI are all about to get 2000 version of Microsoft-ed.

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DTron @MemoryRealAsset

a year ago

@paoloanzn Prompts

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57 years ago

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Don Tran @don_tran_EnloAI

a year ago

Great tip by Buffett. Ask a CEO, if you were stuck on an island for a few years, which of YOUR COMPETITORS' stock would you put your family's wealth in and why? Then flip that question: "Which of YOUR COMPETITORS stock would you short?" #WARREN #BUFFETT $BRK.B $BRK.A

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Naval @naval

a year ago

When you truly work for yourself, you won’t have hobbies, you won’t have weekends, and you won’t have vacations, but you won’t have work either.

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Buyback Capital @Larryjamieson_

a year ago

Men don’t need therapy, they just need to win

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Mark Cuban @mcuban

a year ago

Correct. People also fail to realize that we have a trade surplus for services. Why ? Because capital flows to where there are profits. AI, Software, tech in general generates huge profits and equity valuations. Making “stuff” doesn’t No matter the tariffs , capital isn’t going to start flowing to non-tech manufacturing , simply because it’s not profitable enough. Particularly when Americans won’t pay a premium for made in the USA and we aren’t as good at Robotics as other countries.

Balaji @balajis

a year ago

I like @bungarsargon but this is incorrect. If it was just a matter of price, then maybe tariffs could work. Just bring those jobs home! Except China isn't cheap labor anymore. They're highly skilled. And skill doesn't easily come home. Tim Cook explained this in 2018:

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David Orr @orrdavid

a year ago

Long only investors have the luxury of -and great ones can even take pride in- ignoring the market completely. A lot of short selling is not investing. If your counterparty is a speculator on a short, then you become a speculator. That's real dangerous if you don't acknowledge it. If you're a short seller and you're sick of that, consider focusing on shorts where your counterparty is a real or at least semi-real investor.