Count the number of e's in the list of US states

Peter Thiel on the importance of pitching your startup as a “discount to the future” Most founders will pitch their startup valuation as a sort of premium on the last round (e.g. “Our valuation last year was X, we’ve made Y progress, and now we deserve a valuation 2x greater.”)

Just found out that in 1890s Bayer held the trademark for heroin and marketed it as a treatment for morphine addiction

If my Grandma had wheels she'd be a bike.

"Scarcely in the history of payments have so many bankers been paid such enormous fees for so little value creation." $GPN scuttleblurb.com/gpn/

Recession is already here. Popular ramen joint in Austin at 11:55am. Usually full at this time.

GPU Rentals Costs ($/hr)... Don't tell anyone! D&A is being Cooked. Period. $NVDA $CRWV $NBIS

Happy $CAAP up 10% to new all-time highs day for those who celebrate.

$SIG Signet Jewelers Limited (SIG): An In-Depth Investment Analysis of the Diamond Market Leader gemini.tomicki.net/signet-jeweler…

$SEZL Sezzel - gemini.tomicki.net/sezzle-inc-sez…

From Copper to Glass: Deconstructing the Great American Fiber Land Grab gemini.tomicki.net/from-copper-to…

Veris Residential Inc. (VRE): An In-Depth Investment Analysis $VRE gemini.tomicki.net/veris-resident…

Good line from a well-written Q2 hedge fund letter: “One of the hardest judgement calls we face as investors is when to respect our circle of competence and when to push its boundaries.”

My timeline tonight: - You need extremely concentrated positions - Ten bagger thread - Bet heavy on consensus - Stupid to have cash because bear markets are so short - Cyclicals pitched as secular winners - They’re gonna run it hot Careful out there

Navigating the Churn: An Institutional Analysis of Structural Challenges and Investment Implications in the U.S. ISP Sector gemini.tomicki.net/navigating-the…

It's all Nvidia's fault again

What a hilarious chart of QQQ AM call buying getting just burned hard all day. No volatility and then the dump at the end to really jam everyone.

AI Infrastructure Investment Risk Analysis: A Quantitative Assessment of Factors Threatening Exponential Growth gemini.tomicki.net/ai-infrastruct…

$GOOG honestly doesn’t play hard enough. Spin Waymo and raise 20b. End it Drop API rates for Gemini to nothing and body bag the competition