Andy マーク レナード
@themagicbakery.bsky.social
Stewart Brand How Buildings Learn in BBC tv format
excellent on many levels - many timeless insights, art of observation, many ppl make entire careers out of a single of six episodes
www.youtube.com/watch?v=AvEq...
excellent on many levels - many timeless insights, art of observation, many ppl make entire careers out of a single of six episodes
www.youtube.com/watch?v=AvEq...
1. How Buildings Learn - Stewart Brand - 1 of 6 - “Flow”
YouTube video by Stewart Brand
www.youtube.com
April 14, 2025 at 7:12 PM
Stewart Brand How Buildings Learn in BBC tv format
excellent on many levels - many timeless insights, art of observation, many ppl make entire careers out of a single of six episodes
www.youtube.com/watch?v=AvEq...
excellent on many levels - many timeless insights, art of observation, many ppl make entire careers out of a single of six episodes
www.youtube.com/watch?v=AvEq...
$PSX LEAPS? Jan 2027 $120 is $19 vs $200+ elliott target
Long PSX Short $VLO?
cheap assets, clear catalyst now
streamline66.com/wp-content/u...
Long PSX Short $VLO?
cheap assets, clear catalyst now
streamline66.com/wp-content/u...
March 29, 2025 at 8:49 PM
$PSX LEAPS? Jan 2027 $120 is $19 vs $200+ elliott target
Long PSX Short $VLO?
cheap assets, clear catalyst now
streamline66.com/wp-content/u...
Long PSX Short $VLO?
cheap assets, clear catalyst now
streamline66.com/wp-content/u...
do any duds come to mind when people overly focused on the sleep zakaria nomad partnership concept of scale economics shared?
March 19, 2025 at 5:33 PM
do any duds come to mind when people overly focused on the sleep zakaria nomad partnership concept of scale economics shared?
Ramen consolidation in Japan?
Gift already growing topline and EPS 20%+ for the last 10 years...
20x EBIT, have never been cheap
$9279
Gift already growing topline and EPS 20%+ for the last 10 years...
20x EBIT, have never been cheap
$9279
March 15, 2025 at 5:03 PM
Ramen consolidation in Japan?
Gift already growing topline and EPS 20%+ for the last 10 years...
20x EBIT, have never been cheap
$9279
Gift already growing topline and EPS 20%+ for the last 10 years...
20x EBIT, have never been cheap
$9279
March 14, 2025 at 9:52 PM
winners vs losers
March 12, 2025 at 3:52 AM
winners vs losers
"If I want to be risk averse, I have to be risk-averse all the time."
March 12, 2025 at 3:42 AM
"If I want to be risk averse, I have to be risk-averse all the time."
crypto etc imploding translate into decline in meme stocks risk? revival of Dead Companies Walking short strategy?
thinking Kohls
thinking Kohls
March 11, 2025 at 9:28 PM
crypto etc imploding translate into decline in meme stocks risk? revival of Dead Companies Walking short strategy?
thinking Kohls
thinking Kohls
not a cutesy/rhetorical q - does anyone know anything about unwinding carry trades?
thoughts, bridgewater memos, white papers, investor letters, whatever referencing it appreciated.
yen carry unwind was big in GFC era - yen carry and subprime: www.elibrary.imf.org/view/journal...
thoughts, bridgewater memos, white papers, investor letters, whatever referencing it appreciated.
yen carry unwind was big in GFC era - yen carry and subprime: www.elibrary.imf.org/view/journal...
March 11, 2025 at 8:48 PM
not a cutesy/rhetorical q - does anyone know anything about unwinding carry trades?
thoughts, bridgewater memos, white papers, investor letters, whatever referencing it appreciated.
yen carry unwind was big in GFC era - yen carry and subprime: www.elibrary.imf.org/view/journal...
thoughts, bridgewater memos, white papers, investor letters, whatever referencing it appreciated.
yen carry unwind was big in GFC era - yen carry and subprime: www.elibrary.imf.org/view/journal...
matryoshka adverse selection at Prospect Capital $PSEC
ceo-employees-lenders-borrowers-shareholders
www.bloomberg.com/news/feature...
ceo-employees-lenders-borrowers-shareholders
www.bloomberg.com/news/feature...
March 11, 2025 at 6:30 PM
matryoshka adverse selection at Prospect Capital $PSEC
ceo-employees-lenders-borrowers-shareholders
www.bloomberg.com/news/feature...
ceo-employees-lenders-borrowers-shareholders
www.bloomberg.com/news/feature...
Why Beyond Meat and the plant-based meat industry couldn't live up to the hype
www.youtube.com/watch?v=GGNk...
www.youtube.com/watch?v=GGNk...
Why Beyond Meat and the plant-based meat industry couldn't live up to the hype
YouTube video by CNBC
www.youtube.com
March 10, 2025 at 7:59 PM
Why Beyond Meat and the plant-based meat industry couldn't live up to the hype
www.youtube.com/watch?v=GGNk...
www.youtube.com/watch?v=GGNk...
Scamming 101
from investigative look at investment scams - reaching quite elaborate levels these days
www.occrp.org/en/project/s...
from investigative look at investment scams - reaching quite elaborate levels these days
www.occrp.org/en/project/s...
March 10, 2025 at 5:22 PM
Scamming 101
from investigative look at investment scams - reaching quite elaborate levels these days
www.occrp.org/en/project/s...
from investigative look at investment scams - reaching quite elaborate levels these days
www.occrp.org/en/project/s...
March 10, 2025 at 6:54 AM
i like $FND concept, but the Munger endorsement most likely is second hand remark via one of the many managers, a coterie of raisins and turds, he had over for dinner in his later years?
March 6, 2025 at 12:45 AM
i like $FND concept, but the Munger endorsement most likely is second hand remark via one of the many managers, a coterie of raisins and turds, he had over for dinner in his later years?
ha...whoa. wow.
Illumina - what a run.
Never sell.
Illumina - what a run.
Never sell.
March 5, 2025 at 6:17 PM
ha...whoa. wow.
Illumina - what a run.
Never sell.
Illumina - what a run.
Never sell.
Does a multipolar world imply that moats are slightly less relevant because geopolitical considerations can outweigh a classical economics models of how things should be?
Compounding is canceled until further notice.
www.ft.com/content/0ecc...
Compounding is canceled until further notice.
www.ft.com/content/0ecc...
March 5, 2025 at 5:44 PM
Does a multipolar world imply that moats are slightly less relevant because geopolitical considerations can outweigh a classical economics models of how things should be?
Compounding is canceled until further notice.
www.ft.com/content/0ecc...
Compounding is canceled until further notice.
www.ft.com/content/0ecc...
AI disruption, 1800s
Artificial Ice...
Artificial Ice...
March 4, 2025 at 12:19 AM
AI disruption, 1800s
Artificial Ice...
Artificial Ice...
rise and fall of Japan bond mkt w/warrants
deregulation, optimism, land speculation, fortunes, reflexivity
www.ifre.com/story/129363...
deregulation, optimism, land speculation, fortunes, reflexivity
www.ifre.com/story/129363...
February 28, 2025 at 5:37 PM
rise and fall of Japan bond mkt w/warrants
deregulation, optimism, land speculation, fortunes, reflexivity
www.ifre.com/story/129363...
deregulation, optimism, land speculation, fortunes, reflexivity
www.ifre.com/story/129363...
any followers ever hire a biz reporter in Japan for freelance research?
February 28, 2025 at 1:51 AM
any followers ever hire a biz reporter in Japan for freelance research?
The $BYND CEO obviously not as big a fan of Lynn Tilton as I am.
“There are three universal lies: Margins are weak, but we’ll make it up in volume; the check’s in the mail; and I won’t come in your mouth.”
“There are three universal lies: Margins are weak, but we’ll make it up in volume; the check’s in the mail; and I won’t come in your mouth.”
February 27, 2025 at 10:05 PM
The $BYND CEO obviously not as big a fan of Lynn Tilton as I am.
“There are three universal lies: Margins are weak, but we’ll make it up in volume; the check’s in the mail; and I won’t come in your mouth.”
“There are three universal lies: Margins are weak, but we’ll make it up in volume; the check’s in the mail; and I won’t come in your mouth.”
I am so afraid of the sheikh with $1.5trn who relies on staff who don't seem to know that you can buy books on amazon/have amazon prime for quick delivery.
February 27, 2025 at 3:07 AM
I am so afraid of the sheikh with $1.5trn who relies on staff who don't seem to know that you can buy books on amazon/have amazon prime for quick delivery.
not rly how things work, but $BYND at ~4x ev/rev vs ~1x for $OTLY, which also has a higher GM %, is amusing
February 27, 2025 at 2:53 AM
not rly how things work, but $BYND at ~4x ev/rev vs ~1x for $OTLY, which also has a higher GM %, is amusing
anyone have thoughts on BC Partners in $LOGC?
$LRFC diff setup b/c of mgmt fee on BDC, but also feeds their PE biz - any sense if the arrangement overall additive to monetize NOL or more puts them in a position to suck out economics away from LOGC?
$LRFC diff setup b/c of mgmt fee on BDC, but also feeds their PE biz - any sense if the arrangement overall additive to monetize NOL or more puts them in a position to suck out economics away from LOGC?
February 25, 2025 at 10:11 PM
anyone have thoughts on BC Partners in $LOGC?
$LRFC diff setup b/c of mgmt fee on BDC, but also feeds their PE biz - any sense if the arrangement overall additive to monetize NOL or more puts them in a position to suck out economics away from LOGC?
$LRFC diff setup b/c of mgmt fee on BDC, but also feeds their PE biz - any sense if the arrangement overall additive to monetize NOL or more puts them in a position to suck out economics away from LOGC?