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15.3M views
Sometimes, we see bubbles.
Sometimes, there is something to do about it.
Sometimes, the only winning move is not to play.
8.5M views
Me then, me now. Oh well.
It worked out. It will work out
8.2M views
So, I bought 50,000 of these things for $1.84.
Each of those things is 100 doodads.
So I spent $9,200,000,
Not $912,000,000. @CNBC @WSJ @FT
Each of those doodads let me sell $PLTR at $50 in 2027.
That was done last month.
On to much better things Nov 25th.
5.6M views
Understating depreciation by extending useful life of assets artificially boosts earnings -one of the more common frauds of the modern era.
Massively ramping capex through purchase of Nvidia chips/servers on a 2-3 yr product cycle should not result in the extension of useful
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🔥 Top post: Sometimes, we see bubbles. Sometimes, there is something to do a · 15.3M views
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🔥 Top post
Sometimes, we see bubbles.
Sometimes, there is something to do about it.
Sometimes, the only winning move is not to play.
My full quote.
Author Michael Lewis has a terrific podcast called Against the Rules available on Apple, Spotify etc.
Michael is interviewing me very soon for the 10th anniversary of the movie $TheBigShort and the 15th anniversary of his book. This will…
So, I bought 50,000 of these things for $1.84.
Each of those things is 100 doodads.
So I spent $9,200,000,
Not $912,000,000. @CNBC @WSJ @FT
Each of those doodads let me sell $PLTR at $50 in 2027.
That was done last month.
On to much…
Me then, me now. Oh well.
It worked out. It will work out
Understating depreciation by extending useful life of assets artificially boosts earnings -one of the more common frauds of the modern era.
Massively ramping capex through purchase of Nvidia chips/servers on a 2-3 yr product cycle should …
Doesn’t surprise me one bit that Alex Karp and his “ontology” @PalantirTech cannot crack a simple 13F.
A fundamental principle of any rigorous ontological/epistemological model - whether philosophical or in data science – is recognizing wh…
2025 study, 2020 tweet, my first and last words on COVID.
https://t.co/RrDQpEtFex
Fake news! I am not 5’6” (not that there is anything wrong with that).
And journalists reporting on 13Fs, none more fake.
Move along
These aren’t the charts you are looking for.
You can go about your business.
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🕵️ Fake follower check
Estimated- Est. 85% real, active audience · Low fake-follower risk.
- Engagement (~1× of followers engage each post) is around typical for X.
- Organic base — far more followers than accounts it follows.
- Verified account.
- Established account (14+ years old).
- 0.74% engagement — below the ~10.8% typical for this size.
Heuristic estimate from engagement, follower ratios, account age & growth — a screening signal, not a guarantee.
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