HazeyThinking
@HazeyThinking
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Per $PAR Par's 2024 10-K, it granted 864,000 RSUs at a wtd avg grant date fair value of $52.94 per RSU. $45.7mm = 864k * $52.94. PAR reported gross profit of $146.1mm and an operating loss of -$79.1mm in 2024. In 2023, PAR granted 625k RSUs. In 2022, PAR granted 379k RSUs.
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$ADSK "The fair value of the shares vested during fiscal years ended January 31, 2025, 2024, and 2023 were $785 million, $580 million, and $490 million, respectively." Operating cash flow in FY2025 was $1,607 million
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Why isn’t there more arb trading among these markets to force odds to be relatively similar across platforms?
Polymarket has identified “Fredi9999”, the user who has bet ~$45 million on Trump. @Domahhhh was correct. He’s a french national with “extensive trading experience” and is not “manipulating” the market. He is just truly accumulating a massive position.
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USESTEMP down to 2,695k. shape of chart looks to be flattening, though, so something there for everyone
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Without Munger, makes sense that $BRKB sold so much $AAPL. Recall that Buffett couldn’t help but sell a bit a few years back and Munger was more of the never-sell type on that gargantuan position
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we have two kids in our house under the age of 6, so we like to play a fun game with strep throat called Am I The Carrier? it’s like AITA except everyone ends up with strep throat at the end
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No one seems to be talking about USESTEMP. 2,831 is not pretty
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@RaisingTheBAR47 @vipetrades2 @EnergyCynic @EnergyCredit1 @JavierBlas @garquake @Rory_Johnston @BurggrabenH @ArjunNMurti @DoombergT @ericnuttall @GasBuddyGuy @UrbanKaoboy Huge drop month-over-month in Permian oil production in the latest monthly report. We're nearing yoy declines in oil production now... https://t.co/jXQUtcRcGK
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Wish Bloomberg would list the employers of the “Other Participants” in its call transcripts. Seems easy enough to do and would be nice to see at first glance who participated on the call @business
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@RaisingTheBAR47 @vipetrades2 @EnergyCynic @EnergyCredit1 @JavierBlas @garquake @Rory_Johnston @BurggrabenH @ArjunNMurti @DoombergT @ericnuttall @GasBuddyGuy @UrbanKaoboy Permian and Eagle Ford production down month-over-month again in Sep-2023 vs Aug-2023. See "Indicated monthly change in oil production (Sep vs. Aug)" on page 2: https://t.co/jXQUtcRcGK
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really interesting article from NASA before it potentially gets removed or edited at some point: https://t.co/nbkwbr353q “The huge amount of water vapor hurled into the atmosphere, as detected by NASA’s Microwave Limb Sounder, could end up temporarily warming Earth’s surface.”
jpl.nasa.gov
The huge amount of water vapor hurled into the atmosphere, as detected by NASA’s Microwave Limb Sounder, could end up temporarily warming Earth’s surface.
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USESTEMP at 2,972k is not pretty and also not ugly Will be very telling to see whether this metric plateaus in the 2,900 context or falls off a la 2008
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Not a new concept, but with latest data released on 7/27, begs the question: when do higher interest rates crowd out productive investment due to higher interest burden forcing reduced government expenditures and/or increased taxes?
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