Looking to hire a Senior Associate on my team. Details below. If you know any good candidates please DM. boards.greenhouse.io/rhino/jobs/430…

18/ "Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble."

Now on hold for over 90 minutes with StubHub Support what a shitshow....

NYC is going to be an amazing place for start-ups in the years ahead. 1. Fun to live here! 2. Lots of density. 3. Big cos like UIPath, Facebook & Google expanding footprint here. Offices full of future founders! 4. VCs pouring in. 5. Amazing proximity to advertisers & customers.

Pleasures from external objects are wombs of suffering.. They have their beginnings and their ends; no wise man seeks joy among them.

google is the berkshire of tech - owns 14% of anthropic - owns 8% of spacex - acquired double click for $3.1b (backbone of google ads empire) - acquired youtube for $1.65b in 2006 (worth hundreds of billions today) - acquired android in 2005 for $50m; now the world’s most

I hope nobody actually listens to this charlatan. FWIW I have no take on Amazon and if its a long or short..But this is far from any real investment analysis.

Said it then and will say it again..Total dog

Nobody reads the earnings reports. $AMZN “ Third quarter 2025 net income includes pre-tax gains of $9.5 billion included in non-operating income (expense) from our investments in Anthropic, PBC.”

“The key to successful contrarian investing is to focus on the folly of the many, not the few “- Michael Mauboussin

If you’re going to practice single-stock selection, you need a journalistic and detective mindset. The edge comes from asking uncomfortable questions, cross-checking every narrative, and spotting the clues the market overlooks.

Wishing everyone a kick ass 2026.. Happy New Year

Precision > Effort

What happened to all the $PYPL bulls?

So how many VCs are actually adjusting markets for their SaaS companies right now..😂😂😂

There has been a long standing debate in Finance AI around "who wins": the foundation labs vs. the finance specific AI platforms (pejoratively, "the wrappers") The pendulum in asset management has shifted back towards a strong consensus that foundation labs directly are the