I added 76 new stock write-ups to the site (pt 2): FluentInQuality - $PJT, $IPAR, $BBW, $PGNY, $INVA, $DLO firstprinciplescapital - $TZOO (update) @WelfareCapLLC - $RDDT Axiom Capital - $SRL Eric García - $AMD (earnings) @Q4001234 - $FOX (update) Rittenhouse Research - $CRWV (update)

A statement from Anthropic CEO, Dario Amodei, on our discussions with the Department of War. anthropic.com/news/statement…

It’s extremely good that Anthropic has not backed down, and it’s siginficant that OpenAI has taken a similar stance. In the future, there will be much more challenging situations of this nature, and it will be critical for the relevant leaders to rise up to the occasion, for

$TZOO New share repurchase authorization allowing the buyback of up to ~10% of shares outstanding

If you’re following the fertilizer stuff you need to follow Josh. His main thing is not speculation (actually performs a service for the world by helping farmers) but his ags market insights were invaluable to me during early 2022.

We’re hiring – please apply at kerrisdalecap.com/hiring

damnnn!!! what a story

To the people of the United States of America

$tzoo perfectly captures crux of the matter

Murray Stahl passes and TPL goes down $4.8B in market cap yesterday. Murray owned TPL since the 90s. I met Murray some years ago as we were on a flight going to the same conference at Blackberry Farms in Tennessee. I looked across the aisle and there was a man reading a book

The SpaceX IPO is coming, and it will be a doozy, a futuristic company (spaceships, satellites and AI), a founder who will keep things interesting (Musk) and a price tag that may make it the most highly priced IPO of all time. bit.ly/3OYYWPp

Is anybody on Fintwit hiring? Or looking to be hired? Try fintwitjobs.com. Would appreciate a RT for visibility! Thanks all

Recognize the juice of George Soros:

Chamath Palihapitiya You can buy Loro Piana but not a sense of humor

RIP Spirit Airlines Choked up listening to the final pilot announcement

Lol. Rolling your eyes at the performative philosophy of a member of the most corrupt family in American history is apparently 'fuming'? Although if there was anything to be mad about these days, I think objecting to people lighting the world on fire so they can make a killing in