John Hempton
@johnhempton.bsky.social
Manage a little money. Cheap, smart and opinionated.
I always pictured you as a singing construction worker. Always cheerful and optimistic.
November 6, 2025 at 10:31 AM
I always pictured you as a singing construction worker. Always cheerful and optimistic.
Can they stay there?
July 22, 2025 at 9:44 PM
Can they stay there?
It is entirely convertible and will be converted over 60 years
July 21, 2025 at 8:13 PM
It is entirely convertible and will be converted over 60 years
Rich people's problems.
July 20, 2025 at 11:30 PM
Rich people's problems.
I have a camcorder recording, originally obtained by bribes, of my then three year old saying that he likes big fat wet sloppy kisses from girls.
I stored it for this occasion. And I never used it.
I regret never using it.
I stored it for this occasion. And I never used it.
I regret never using it.
July 20, 2025 at 8:49 PM
I have a camcorder recording, originally obtained by bribes, of my then three year old saying that he likes big fat wet sloppy kisses from girls.
I stored it for this occasion. And I never used it.
I regret never using it.
I stored it for this occasion. And I never used it.
I regret never using it.
The 100 plus billion is the right market cap. The price to sales about twenty and the margin well over 50 percent.
Growth rate is high too, but duh.
Growth rate is high too, but duh.
July 20, 2025 at 8:10 PM
The 100 plus billion is the right market cap. The price to sales about twenty and the margin well over 50 percent.
Growth rate is high too, but duh.
Growth rate is high too, but duh.
Price to sales is 2.94 if you use 14 percent margin
You need to work out the minority
You need to work out the minority
July 19, 2025 at 6:55 PM
Price to sales is 2.94 if you use 14 percent margin
You need to work out the minority
You need to work out the minority
Accounts complicated. Both your numbers are wrong
July 19, 2025 at 6:54 PM
Accounts complicated. Both your numbers are wrong
Margin much higher.
July 19, 2025 at 6:53 PM
Margin much higher.
The owner shares are not counted. Diluted market cap much much larger
July 19, 2025 at 6:52 PM
The owner shares are not counted. Diluted market cap much much larger
I bought a 7 percent position in 2013 and have held a full position ever since.
I have alas trimmed it many times.
I have alas trimmed it many times.
July 19, 2025 at 10:22 AM
I bought a 7 percent position in 2013 and have held a full position ever since.
I have alas trimmed it many times.
I have alas trimmed it many times.
Except for stonks. Stonks have been the most exciting all year.
July 19, 2025 at 3:37 AM
Except for stonks. Stonks have been the most exciting all year.
Is the Epstein client list a product?
July 14, 2025 at 5:48 AM
Is the Epstein client list a product?
And the US stock market trades at a premium because...
There is a huge difference between what I see and you see and the market sees.
There is a huge difference between what I see and you see and the market sees.
June 8, 2025 at 7:21 AM
And the US stock market trades at a premium because...
There is a huge difference between what I see and you see and the market sees.
There is a huge difference between what I see and you see and the market sees.
Question, and this is serious, has she had an affair with Elon or is this more innocent?
May 29, 2025 at 4:22 PM
Question, and this is serious, has she had an affair with Elon or is this more innocent?
I am never on the far right.
May 10, 2025 at 12:37 AM
I am never on the far right.
Deported is not the right word. You don't "deport" a citizen.
They were trafficked.
Charge the people who did this with kidnapping and child trafficking.
They were trafficked.
Charge the people who did this with kidnapping and child trafficking.
April 27, 2025 at 4:50 AM
Deported is not the right word. You don't "deport" a citizen.
They were trafficked.
Charge the people who did this with kidnapping and child trafficking.
They were trafficked.
Charge the people who did this with kidnapping and child trafficking.