Lou Mannheim
@loumannheim87.bsky.social
Chief investment officer. Former sell-side, former buy-side.
"Stick to the fundamentals, that's how IBM and Hilton were built."
"Stick to the fundamentals, that's how IBM and Hilton were built."
GOOGL new all-time high on the back of good reviews for Gemini 3 (Thanks @weisenthal.bsky.social ) ... I remember debating back in the spring if they were in secular decline!
November 19, 2025 at 5:12 PM
GOOGL new all-time high on the back of good reviews for Gemini 3 (Thanks @weisenthal.bsky.social ) ... I remember debating back in the spring if they were in secular decline!
Google up today on positive reviews for Gemini 3 (which came out yesterday). Seriously? I had to go look. www.tomsguide.com/ai/i-just-te...
I just tested Gemini 3 vs ChatGPT-5.1 — and one AI crushed the competition
Here's what happened in 9 challenging tests
www.tomsguide.com
November 19, 2025 at 4:25 PM
Google up today on positive reviews for Gemini 3 (which came out yesterday). Seriously? I had to go look. www.tomsguide.com/ai/i-just-te...
Target on this morning's call: "As we approach the holidays, we know consumers remain cautious. Sentiment is at a three-year low amid concerns about jobs, affordability, and tariffs."
November 19, 2025 at 2:00 PM
Target on this morning's call: "As we approach the holidays, we know consumers remain cautious. Sentiment is at a three-year low amid concerns about jobs, affordability, and tariffs."
I didnt care before. But now I know their sauce is super secret, I kinda feel like I must. www.wsj.com/lifestyle/ra...
How America’s Hottest Chicken Chain Keeps Its Secret Sauce a Secret
Raising Cane’s has a series of security protocols, including shipping ingredients in unmarked bags, to protect its moneymaker
www.wsj.com
November 19, 2025 at 2:55 AM
I didnt care before. But now I know their sauce is super secret, I kinda feel like I must. www.wsj.com/lifestyle/ra...
What a day. QQQ
November 18, 2025 at 9:03 PM
What a day. QQQ
While we're all waiting for Cloudflare to come online. This was interesting. nymag.com/intelligence...
A Theory of Dumb
What if the cause of Americans’ collective cognitive decline is, simply, each other?
nymag.com
November 18, 2025 at 2:06 PM
While we're all waiting for Cloudflare to come online. This was interesting. nymag.com/intelligence...
The S&P 500 closed below its 50-day moving average for the first time since April today.
So who are the worst offenders? Of the top 100 largest members, these 20 are below their 50-day average by the most.
So who are the worst offenders? Of the top 100 largest members, these 20 are below their 50-day average by the most.
November 17, 2025 at 10:29 PM
The S&P 500 closed below its 50-day moving average for the first time since April today.
So who are the worst offenders? Of the top 100 largest members, these 20 are below their 50-day average by the most.
So who are the worst offenders? Of the top 100 largest members, these 20 are below their 50-day average by the most.
This is interesting. The price of Bitcoin / triple-levered QQQ's (TQQQ) over time. The spring market meltdown was a big divergence. But otherwise, it's kinda correlated. (Kinda.)
November 17, 2025 at 6:50 PM
This is interesting. The price of Bitcoin / triple-levered QQQ's (TQQQ) over time. The spring market meltdown was a big divergence. But otherwise, it's kinda correlated. (Kinda.)
Today I learned what a "halving cycle" is
November 17, 2025 at 6:43 PM
Today I learned what a "halving cycle" is
This is why we love sports today
bit.ly/4r42HRN
No. 4 Alabama loses at home to No. 11 Oklahoma. Up next: No. 5 Georgia hosts No. 10 Texas. Follow AP for live coverage.
No. 4 Alabama loses at home to No. 11 Oklahoma. Up next: No. 5 Georgia hosts No. 10 Texas. Follow AP for live coverage.
November 16, 2025 at 12:24 AM
This is why we love sports today
Wow. Scorsese wrote a book about the conversations with his priest. If I wasn't scared of feeling things, I bet this is a pretty good read.
November 15, 2025 at 5:10 PM
Wow. Scorsese wrote a book about the conversations with his priest. If I wasn't scared of feeling things, I bet this is a pretty good read.
November 15, 2025 at 5:02 PM
Reposted by Lou Mannheim
In yesterday's Odd Lots newsletter, I wrote about the book that I've recommended to more people than any other, and which has incredible things to say about digital media, despite having been published 40 years ago
Sub to the newsletter here:
www.bloomberg.com/account/news...
Sub to the newsletter here:
www.bloomberg.com/account/news...
November 14, 2025 at 7:23 PM
In yesterday's Odd Lots newsletter, I wrote about the book that I've recommended to more people than any other, and which has incredible things to say about digital media, despite having been published 40 years ago
Sub to the newsletter here:
www.bloomberg.com/account/news...
Sub to the newsletter here:
www.bloomberg.com/account/news...
Here is your perfect Friday afternoon article. www.wsj.com/business/log...
Want a Meeting With the Girl Who Invented a Board Game? Get in Line.
Persy Arcement’s family is struggling to keep up with orders, and Hasbro is calling.
www.wsj.com
November 14, 2025 at 5:24 PM
Here is your perfect Friday afternoon article. www.wsj.com/business/log...
Reposted by Lou Mannheim
We’re in the “Goldman-now-has-two-AI-baskets” part of the cycle:
“High-Profit AI” vs “Vulnerable AI”
(via GS desk)
“High-Profit AI” vs “Vulnerable AI”
(via GS desk)
November 13, 2025 at 7:09 PM
We’re in the “Goldman-now-has-two-AI-baskets” part of the cycle:
“High-Profit AI” vs “Vulnerable AI”
(via GS desk)
“High-Profit AI” vs “Vulnerable AI”
(via GS desk)
If you know a friend at a pod shop, maybe do a wellness check after 4pm
November 13, 2025 at 6:54 PM
If you know a friend at a pod shop, maybe do a wellness check after 4pm
QQQs and 50day. Only the 3rd time since April that we've approached the 50 day
November 13, 2025 at 6:40 PM
QQQs and 50day. Only the 3rd time since April that we've approached the 50 day
Everyone read Nick's article in the WSJ yesterday?
November 13, 2025 at 6:31 PM
Everyone read Nick's article in the WSJ yesterday?
Is anyone else confused? Are these weekly ADP figures effectively revisions to prelim Oct numbers?
November 11, 2025 at 2:05 PM
Is anyone else confused? Are these weekly ADP figures effectively revisions to prelim Oct numbers?
Unfortunately, I think this sums it up well.
November 10, 2025 at 2:41 AM
Unfortunately, I think this sums it up well.
Reposted by Lou Mannheim
This weekend we’re finding out which American governors will fight to feed their people and which won’t.
The answer tells us everything we need to know about the two parties, and y’all? The difference is stark.
#SNAP #GOP #trump #foodstamps
The answer tells us everything we need to know about the two parties, and y’all? The difference is stark.
#SNAP #GOP #trump #foodstamps
November 9, 2025 at 2:41 AM
This weekend we’re finding out which American governors will fight to feed their people and which won’t.
The answer tells us everything we need to know about the two parties, and y’all? The difference is stark.
#SNAP #GOP #trump #foodstamps
The answer tells us everything we need to know about the two parties, and y’all? The difference is stark.
#SNAP #GOP #trump #foodstamps
Weekend at Bernie's ... except theyre not hiding it
November 7, 2025 at 12:19 PM
Weekend at Bernie's ... except theyre not hiding it
Reposted by Lou Mannheim
Here’s an easy way to find out how to donate to your local food bank this weekend. 🇺🇸
@feedingamerica.org
give.feedingamerica.org/a/donate
@feedingamerica.org
give.feedingamerica.org/a/donate
November 7, 2025 at 11:56 AM
Here’s an easy way to find out how to donate to your local food bank this weekend. 🇺🇸
@feedingamerica.org
give.feedingamerica.org/a/donate
@feedingamerica.org
give.feedingamerica.org/a/donate