Jesse Felder
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jessefelder.bsky.social
Jesse Felder
@jessefelder.bsky.social
Founder and editor of The Felder Report and host of the Superinvestors and the Art of Worldly Wisdom podcast.
Great piece!
November 18, 2025 at 10:12 PM
‘Raistone was founded in 2017 by David Skirzenski, who will make a base salary of $437,750 in 2026, the company reported. He had previously worked at Greensill Capital, a trade finance platform that collapsed in 2021 after its biggest clients struggled to pay back investors.’
November 18, 2025 at 5:17 PM
Reposted by Jesse Felder
Plus minority investment means don't consolidate, so losses don't appear in the NVDA accounts while the revenue and profit does appear. If Anthropic stock dives maybe one day have to write down, but for now great way to turn balance sheet into P&L without any need for AI itself to be profitable
November 18, 2025 at 3:40 PM