Discounted Trash Flow
@DiscountedTF
Followers
5K
Following
63K
Media
1K
Statuses
7K
Hell side equity research, quality investing, general degeneracy
Joined July 2013
People who sent you 8 cold messages about their AI slopware wishing you a happy birthday on LinkedIn
0
0
1
first they came for software, and i said nothing then they came for software then they came for software
9
27
523
Holding a cyclical for the entire bad part of the cycle just to sell six days before it bottomed and ripped 40% in 3mos
6
5
186
2020 spac investor presentation
A double scoop day w/ the latest on OpenAI financials. Details include: - OpenAI raises rev forecasts for next 5 years by 27% - But will burn 2x as much cash thru 2030 than previously predicted - 2025 gross margins down vs. 2024 - New info on device revenue forecasts!
3
17
154
Homebuilders it is
Market gods deciding which industry will be zeroed by AI this week
2
0
10
Market gods deciding which industry will be zeroed by AI this week
1
1
13
Naming my PA and also my future band the Downward Compounders
1
0
3
little cousin just referred to his birthday (march 8th) as january 67th
161
5K
206K
Dropping coverage of a shitco you launched during a bubble
0
1
24
Watching The Company Men when it cuts to the analyst day scene
1
0
3
Based on @Srasgon's advice that sellsiders should develop a voice I will be writing future notes as Harry Caray
0
0
8
Trader Workstation when you ask it to perform complex tasks such as boot up or remain connected to the internet
0
0
6
Leaving work after writing 3,000 words across five notes
1
0
5
When someone copies your Twitter handle but uses it to blast charlatans
> starts Gym Launch with high-pressure scam tactics, cold-calling desperate gym owners, promising 6-figure months “guaranteed”, then slamming them with upsells and long sales calls that feel like hostage negotiations > pushes gym owners into debt for software, ads, and coaching
0
0
11