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@LongShortTrader
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Investment Analyst at Gotham City Research LLC since 2012 Expertise: Discovering new ways of losing money. “Question unchallenged assumptions.”
Bear, DE
Joined February 2009
🎵 Silver bells (silver bells), silver bells (silver bells) It's Christmastime in the city Ring-a-ling (ring-a-ling), hear them ring (hear them ring) Soon it'll be Christmas Day 🎵 I think markets are taking the 👆 lyrics way too seriously
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That was sneaky
yall know how fucked up it is to blur MJ and Diana's own kids to make them pass as Epstein victims????
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On a long enough time horizon, all businesses become … click based ad businesses
After buying a “plain vanilla” box, a Chicago trio brought in an interior designer who blended their aesthetics and added elements like a moody den for socializing and a three-person bed. 🔗: https://t.co/b2Z4qO0bzg
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Ahmed al Ahmed… HERO!
The brave man who disarmed one of the Bondi Beach shooters is Ahmed al Ahmed. He is a 43-year-old Muslim shopkeeper from Sydney and a married father of two. https://t.co/I1vc7pXgWy
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Yes Hindsight Capital is never down
@LongShortTrader Many such cases... a portfolio in the wash machine Short oil ++ Short crypto +++ Short worthless small capes ----.
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TRUMP: WANT NEW YORK TO DO WELL, GOING TO BE HELPING MAMDANI
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Queens senior citizen who fatally shot would-be mugger headed to prison for four years https://t.co/APWcddbaJz
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I can spot a 100 bagger every quarter. What’s your favorite next 100 bagger ? #Trolling
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Dude this is like one of Ackman’s more normal takes , leave the man alone
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How to thoughtfully regulate internet/tech seems like a tough nut to crack. There just seem no real precedents. Beyond my pay grade.
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80-90% of this margin expansion is due to Internet/Tech, and the de facto acceptance by policymakers that monopolies in Internet/Tech are okay. I think the remaining 10-20% are changes in incentives (examples include: buyback legalisation, tax code that bails out capital over
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This is an interesting tweet. US profit margins over the last 35-45 years have not mean reverted. It doesn’t necessarily falsify that “something has gone badly wrong with capitalism.” If I were a guessing man, about 80-90% of this margin expansion is due to Internet/Tech.
Jeremy Grantham famously said for decades: "Profit margins are probably the most mean‐reverting series in finance, and if profit margins do not mean-revert, then something has gone badly wrong with capitalism." As the below GS chart highlights, US profit margins have been
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