jamie powell
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ajbpowell.bsky.social
jamie powell
@ajbpowell.bsky.social
occasional bass player, ex-antique salesman, former ft reporter and eu l/s equity analyst. rts ≠ opinions. all views my own.
HVAC gear does have higher margins than making terrible EVs, they could probably charge 2x the Japanese/ Koreans too for a worse product
October 6, 2025 at 7:43 PM
heat pump incoming?
October 6, 2025 at 7:36 PM
Reposted by jamie powell
I've bored on before about my view that the hidden assumption of the Left is that economics is bad and nasty, therefore the worse and nastier you're being, the better economics you're doing.

The worst boss is always a squishy liberal acting how she thinks a hard nosed capitalist would.
September 25, 2025 at 11:19 PM
yeah but with capex > D&A over 2x we're closer to 35x on fcf basis
September 18, 2025 at 7:08 PM
yep
September 8, 2025 at 6:03 PM
exane are good
September 7, 2025 at 6:10 PM
no u dont understand, international money transfers without aml is a good thing
September 2, 2025 at 4:35 PM
he's still alive, HONOUR THE MAN en.wikipedia.org/wiki/Eric_Mc...
Eric McMillan - Wikipedia
en.wikipedia.org
August 16, 2025 at 7:50 PM
Reposted by jamie powell
Excuuuuse me but how much does this plane advance sora short form video brainrot data center buildout ? Or masayoshichain stablecoin strategic reserve companies for the global overbanked ($12T TAM)? #ambition
August 16, 2025 at 2:22 PM
the us would have fined it to the point the equity zero'd
August 16, 2025 at 1:25 PM
cant remember mate, must have been before my time
August 1, 2025 at 7:46 AM
Reposted by jamie powell
We have media systems that aim to provoke 'engagement' while people are primarily doing something else altogether, and provoke/reward feedback and communication over attention. Feel like 'attention' is like 'commodity', a fetish that needs treating with a little more suspicion
July 30, 2025 at 7:22 AM