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Tsachy Mishal

@capitalobserver.bsky.social

510 followers 99 following 580 posts

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Tsachy Mishal @capitalobserver.bsky.social · Dec 15

My stock of the year for 2025 is the health insurer $CI (latest closing price $281.86). They have a reliable, steady business model, that is more predictable than most of their peers. The entire industry has become less cyclical, but $CI is even less cyclical

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Tsachy Mishal @capitalobserver.bsky.social · 1d

Amazing

Reposted by Tsachy Mishal

Berkshire Haddaway @berkshire-haddaway.bsky.social · 1d

Jim Cramer, 25 years ago
www.thestreet.com/personal-fin...
Profits are a distraction to the gamblers.

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Tsachy Mishal @capitalobserver.bsky.social · 1d

The R2K is outperforming the S&P 600 by nearly 1% today. It's good to be a shitco

a man with a crown on his head stands next to a woman who says it 's good to be the king ..

Alt: a man with a crown on his head stands next to a woman who says it 's good to be the king ..

media.tenor.com

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Tsachy Mishal @capitalobserver.bsky.social · 2d

I think they are spending money like crazy because they are scared

Tsachy Mishal @capitalobserver.bsky.social · 2d

Russell 2000/ S&P 600

To be in the S&P 600 you have to be profitable. Recently, profitability is a liability

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Tsachy Mishal @capitalobserver.bsky.social · 2d

Not sure why it's at all contreversial to say that incumbents are better off with the status quo than with big technological changes

Tsachy Mishal @capitalobserver.bsky.social · 2d

I believe AI is a negative for tech companies that make money from ads
- There will be greater competition from new players like OpenAI
- AI is a massive additional cost, even in a world where they keep the same ad dollars they otherwise would have gotten

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Tsachy Mishal @capitalobserver.bsky.social · 2d

There are only 2 possible reasons the "ceasefire now" crowd isn't celebrating the ceasefire via Coleman Hughes

- They are more bothered about Trump getting credit than they are about the suffering in Gaza
- They were rooting for Hamas

Tsachy Mishal @capitalobserver.bsky.social · 4d

I know this is a joke but just wanted to remind you there were credit problem in 2000 Worldcom/Enron

Reposted by Tsachy Mishal

Five Minute Macro @fiveminutemacro.bsky.social · 4d

So, with luck and determination, we could get to relive the 2007/8 credit crisis and the 2000 dotcom bust at the same time. Don't let the naysayers tell you we can no longer do stuff.

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Tsachy Mishal @capitalobserver.bsky.social · 5d

What else could potato chips be made of? Mars grown potatoes?

The Wall Street Journal @wsj.com · 5d

Lay’s is America’s top-selling brand of potato chips. Its maker doesn’t think it has been clear enough to consumers the chips are made with farm-grown potatoes.

PepsiCo’s Plan to Boost Lay’s Sales: ‘Real Potatoes’

The soda and snacks giant is giving products a MAHA-era makeover with natural ingredients.

on.wsj.com

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Tsachy Mishal @capitalobserver.bsky.social · 5d

There is more politics here than there on a percentage of posts basis

Tsachy Mishal @capitalobserver.bsky.social · 5d

Pretty shocking

Tsachy Mishal @capitalobserver.bsky.social · 5d

One of my muted words didn't allow me to see that post

Tsachy Mishal @capitalobserver.bsky.social · 5d

My follows on both sites are mostly related to finance. I just happen to see their political tweets as well

Tsachy Mishal @capitalobserver.bsky.social · 6d

I just went through his feed and I don't see it

Tsachy Mishal @capitalobserver.bsky.social · 6d

Pretty amazing that there isn't a single post in my Bluesky feed about the peace deal, while my Twitter feed is 90% filled with Israel/Hamas. The tribalism is insane

Reposted by Tsachy Mishal

Michael Santoli @michaelsantoli.bsky.social · 8d

Never forget...

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Tsachy Mishal @capitalobserver.bsky.social · 8d

It was mostly an aquihire

Tsachy Mishal @capitalobserver.bsky.social · 9d

A DEI professor at a Canadian university thinks synagogues are fair game. She has since deleted her account. This is what the more educated people in the Free Palestine movement want to do to Jews. Never mind the common man

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Tsachy Mishal @capitalobserver.bsky.social · 15d

Bill Clinton got Israel to agree to a two state solution. It has always been the Palestinians that cannot accept the existence of Israel

Tsachy Mishal @capitalobserver.bsky.social · 16d

I would guess the induction stoves the chefs use are extremely expensive. I have had both and prefer gas but never had an expensive induction

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Tsachy Mishal @capitalobserver.bsky.social · 26d

$NVDA found some loose change between the cushions

The New York Times @nytimes.com · 26d

Nvidia, the world’s dominant maker of artificial intelligence chips, said on Thursday that it would invest $5 billion in its struggling rival, Intel, a deal that illustrates how booming demand for A.I. is reshaping the global technology industry.

Nvidia to Buy $5 Billion Stake in Intel, Giving Rival a Lifeline

The deal between the chipmakers, whose fortunes have diverged sharply, includes plans to collaborate on technology to power artificial intelligence.

nyti.ms

Tsachy Mishal @capitalobserver.bsky.social · 27d

Was there a call or just the press release?