25iq

My views on the market, tech, and everything else

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In a business with: 1) a positive spread between return on invested capital and cost of capital, growth adds value… twitter.com/i/web/status/1… 15 minutes ago
1/ Gambling includes any activity involving chance with negative net present value after fees. In the first nine m… twitter.com/i/web/status/1… 1 hour ago
Simba: "What does this week's macroeconomic data tell you dad? Mufasa: "It tells me even a warthog can invent an… twitter.com/i/web/status/1… 12 hours ago