Career Analyst @PathDependency
Former LO Analyst (Tech / Consumer) Awaiting AGI Heat Death substack.com/@longonlyweapon Joined March 2025-
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"You know my Berkshire is up 2% today"
Moving to the buyside and realizing how bad of a sellsider you were
Six years ago today.
Dozens of public health and disease experts have signed an open letter in support of the nationwide anti-racism protests. "White supremacy is a lethal public health issue that predates and contributes to COVID-19," they wrote. trib.al/iVynMCH
@USAttyEssayli thats not what shorting means you fool.
I am genuinely disturbed that they convicted Andrew Left given the amount of highly visible, egregious financial crime and corruption happening everyday
🚨 BREAKING: Bodycam footage of the arrest of Henry Nowak, who had been stabbed moments prior by Vickrum Digwa
@kissyourgoalie They get paid $36k at MINIMUM for less than 6 months of work (w a housing stipend btw) to play a childrens game at the same level (or below to be frank) that of NAHL kids while generating a fraction of T3 mens league revenues and earning more than them... seems like they alr are.
@UpslopeCapital $PATK $POOL $FND
@taobanker One of the most asleep at the wheel mgt teams i ever spoke to as well... wonder if $POST buys them back.
@sigmazerocap Can confirm … work for a PM who expects analysts to outsource 75% of work to an LLM and accelerate idea gen in a meaningful way… everything from management questions to models lol
Couldn’t wait until the 10yr anniversary of the Harambe headwinds at Ruby Tuesday to post this… couldn’t even quantify the impact SMH.
Iranian state TV has now officially announced the death of Iranian Supreme Leader Ayatollah Ali Khamenei.
$DUOL was a generational buy at $540.
Jack has a track record of running overly bloated, wasteful companies with zero cost discipline. Just look at $TWTR prior to Elon. $XYZ.
we're making @blocks smaller today. here's my note to the company. #### today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are
Ok Chat, please write me some dystopian slop about total economic collapse in a few years. Do it to maximize engagement.
You guys need to get lives. Every weekend here is just people freaking out until Monday resumes and you can let prices drive your narrative again instead of substack authors.
I spent 100 hours over the past week researching, writing and editing the piece we just put out. It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get
The Citrini's post is full of half-asseries & lacking discipline to analyze second-order effects. The laughable part about Doordash being easily vibe coded away because AI. As if marketplace dynamics isn't the complexity in the business. Or that India's economy being crushed by AI? Please, if anything, cheap white-collar labor with access to cutting-edge AI makes it game over for talent in expensive economies.
The final boss of hysteria is entering the arena In 2 weeks it will all be all over LinkedIn In 4 weeks, WSJ / FT Every analyst will be typing in "unemployment wen" to ChatGPT chatbox Citrini and Pod Guy will be appointed the AI policy czar. Then the bubble pops
🥇 Is that good? 🇺🇸
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