Andy マーク レナード
@themagicbakery.bsky.social
for?
i know this guy but i cant put my finger on what specific phrase youre alluding to
i know this guy but i cant put my finger on what specific phrase youre alluding to
May 1, 2025 at 10:44 PM
for?
i know this guy but i cant put my finger on what specific phrase youre alluding to
i know this guy but i cant put my finger on what specific phrase youre alluding to
cant manana become no mas?
no battle seems to be getting fought here anymore (SI/DTC), very clear competition in China, demand destruction in Europe (who also seem more inclined to import Chinese EVs, some already made in Spain/Hungary)
no battle seems to be getting fought here anymore (SI/DTC), very clear competition in China, demand destruction in Europe (who also seem more inclined to import Chinese EVs, some already made in Spain/Hungary)
April 23, 2025 at 8:07 PM
cant manana become no mas?
no battle seems to be getting fought here anymore (SI/DTC), very clear competition in China, demand destruction in Europe (who also seem more inclined to import Chinese EVs, some already made in Spain/Hungary)
no battle seems to be getting fought here anymore (SI/DTC), very clear competition in China, demand destruction in Europe (who also seem more inclined to import Chinese EVs, some already made in Spain/Hungary)
here today gone tomorrow?
April 23, 2025 at 6:44 PM
here today gone tomorrow?
alive but exhausted by channeling the mind(s) of lesser men to even grasp at understanding wtf could happen
April 18, 2025 at 6:39 PM
alive but exhausted by channeling the mind(s) of lesser men to even grasp at understanding wtf could happen
still think montreal is the top place to live (iirc)?
April 12, 2025 at 4:41 PM
still think montreal is the top place to live (iirc)?
artificial intelligence, heavy emphasis on artificial
April 11, 2025 at 7:07 PM
artificial intelligence, heavy emphasis on artificial
if you rly want to zig when others zag - try moving to China...
has also crossed my mind fleetingly...
second order - Japan is where Chinese people are looking for second options, so maybe some wisdom of crowd there...
has also crossed my mind fleetingly...
second order - Japan is where Chinese people are looking for second options, so maybe some wisdom of crowd there...
April 10, 2025 at 5:45 PM
if you rly want to zig when others zag - try moving to China...
has also crossed my mind fleetingly...
second order - Japan is where Chinese people are looking for second options, so maybe some wisdom of crowd there...
has also crossed my mind fleetingly...
second order - Japan is where Chinese people are looking for second options, so maybe some wisdom of crowd there...
entrepots need flows to do well - if the world has less trade, that is less flow to clip a fee off of
(i spent 5 minutes wondering if I should move to Singapore yesterday)
(i spent 5 minutes wondering if I should move to Singapore yesterday)
April 8, 2025 at 6:47 PM
entrepots need flows to do well - if the world has less trade, that is less flow to clip a fee off of
(i spent 5 minutes wondering if I should move to Singapore yesterday)
(i spent 5 minutes wondering if I should move to Singapore yesterday)
bc its a hard asset? USD angle?
April 4, 2025 at 6:59 PM
bc its a hard asset? USD angle?
just tossing it out - toying with the idea that the event driven elliott activism angle isnt fully priced into options (wishful). have never bought LEAPS for the record...
April 4, 2025 at 4:54 PM
just tossing it out - toying with the idea that the event driven elliott activism angle isnt fully priced into options (wishful). have never bought LEAPS for the record...
its the law
of the conservation of mass
of the conservation of mass
March 27, 2025 at 7:45 PM
its the law
of the conservation of mass
of the conservation of mass
the older IT firms /could/ nail the DX transition - ITFOR 4743 is one of them, seemingly - but i think cultural shifts in any individual company is hard to understand let alone accomplish. will look, but hesitation/bias that they could lose biz to newer SaaS pure play companies
March 22, 2025 at 3:59 PM
the older IT firms /could/ nail the DX transition - ITFOR 4743 is one of them, seemingly - but i think cultural shifts in any individual company is hard to understand let alone accomplish. will look, but hesitation/bias that they could lose biz to newer SaaS pure play companies
no - ill take a closer look when i have a sec, but while i have bought very cheap japanese companies in the past, i think the better results will come from surfing the wave of DX combined with governance reforms.
March 22, 2025 at 3:55 PM
no - ill take a closer look when i have a sec, but while i have bought very cheap japanese companies in the past, i think the better results will come from surfing the wave of DX combined with governance reforms.
the underlying assumption on my part is that SES is a heuristic for long term orientation to build a durable and competitively advantaged business
March 19, 2025 at 8:28 PM
the underlying assumption on my part is that SES is a heuristic for long term orientation to build a durable and competitively advantaged business
im less trying to distinguish it myself than to show where someone who did make that distinction failed to appreciate certain aspects that may have been more apparent with a better model of what a long term orientation that will cement a competitive position looks like.
March 19, 2025 at 8:27 PM
im less trying to distinguish it myself than to show where someone who did make that distinction failed to appreciate certain aspects that may have been more apparent with a better model of what a long term orientation that will cement a competitive position looks like.
airlines are a good example
March 19, 2025 at 8:25 PM
airlines are a good example
streaming is interesting b/c in the early stages, netflix did something SES-esque, but once their competition position became unassailable looking they took pricing and dont seem so friendly in that regard anymore
March 19, 2025 at 8:23 PM
streaming is interesting b/c in the early stages, netflix did something SES-esque, but once their competition position became unassailable looking they took pricing and dont seem so friendly in that regard anymore
good example - TKWY thought they had a "protected base" of profits in netherlands but it didnt rly give them any LT advantage at the biz level and it certainly led to some miscalculations by mgmt.
March 19, 2025 at 8:22 PM
good example - TKWY thought they had a "protected base" of profits in netherlands but it didnt rly give them any LT advantage at the biz level and it certainly led to some miscalculations by mgmt.
the parallel being poker is great for decision making with incomplete information+using people's actions to create information at the investment level. in this instance, Go may prove useful for thinking about multistage territory games where relative advantage compounds
March 19, 2025 at 8:21 PM
the parallel being poker is great for decision making with incomplete information+using people's actions to create information at the investment level. in this instance, Go may prove useful for thinking about multistage territory games where relative advantage compounds
i am elaborating on Go/weichi as a useful model/measuring stick for long term orientation. the idea being that as an abstraction it may prove less prone to false positives that the scale economies shared pattern match has, albeit nothing is perfect
March 19, 2025 at 8:20 PM
i am elaborating on Go/weichi as a useful model/measuring stick for long term orientation. the idea being that as an abstraction it may prove less prone to false positives that the scale economies shared pattern match has, albeit nothing is perfect