DragonflyValue
@DragonflyValueL/S Equity HF. Look on my Works, ye Mighty, and despair!
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1st year on FinTwit: Performance YTD: ~74.5% Active share: 1%[short $AAL calls] Avg. allocation[roughly] 70% long[w. Margin], 15% short, 20% net cash[Too much Realvision 😅] Positions: 46[Should be half that] Alright, but was really lucky. Would like to be better next yr.
🇨🇳 China has completed the world's first fully unmanned paving construction project Unmanned construction drone swarms paved and rolled across a 157.79km stretch on the Beijing-HK Expressway, completing the world's first fully unmanned road paving project⬇️ - On the afternoon of…
Watch this in action now. Amazing what modern tech can do. This is actually AI applied in real life
The really weird part about VC is that the feedback cycles are so long that people can build up reputation as being a popular or even good VC without actually having made any investments that return capital for the fund
Introducing Meta Segment Anything Model 2 (SAM 2) — the first unified model for real-time, promptable object segmentation in images & videos. SAM 2 is available today under Apache 2.0 so that anyone can use it to build their own experiences Details ➡️ go.fb.me/p749s5
There once was a pretty good student Who sat in a pretty good class And was taught by a pretty good teacher Who always let pretty good pass. He wasn’t terrific at reading, He wasn’t a whiz-bang at math, But for him, education was leading Straight down a pretty good path.
Ngl, this is a banger "As an AI Language Model (I Can't Do That)" from @udiomusic
The Bank Of America associate that died was former special operator Leo Lukenas. Leo is a former Green Beret and left behind a young family. If you can, please help support Leo's family, link to follow. If we can raise 500k for the young men that held the flag, we sure as…
Here is the soundtrack to this epic story we're all following right now
A GENTLEMAN’S PRIMER ON SHORTING INSOLVENT SHITCOS So you’ve found a ShitCo. It’s such an ugly zombie it couldn’t be an extra in season 19 of The Walking Dead But it’s still got a $185m cap And you want to be the one to mung the last rancid, putrefying drops out of that corpse
The jump between the second panel and the third holds the entire secret. The correct question is asked (why am I not?), and then artfully avoided by an associative switch to self judgement. There is some reason you’re not doing them, and but it’s hiding.
Time to come back- @calvinfroedge Has called
For more torque, $GPRK is similar, but with more debt and small-cap, with some new monster wells that pay for themselves <6 months at $45 brent. Both break even at <$25 brent, and have lots of upside from underexplored acreage in LatAm. Both have lots of insider ownership
Wading into this water bottle debate as a cancer doctor. There has been a striking increase in #coloncancer in people under age 50. When you see an abrupt change like this by generation, it always raises concern for an environmental cause. #MedTwitter cancer.gov/news-events/ca…
You see a headline like this and think its out-of-touch young people with unrealistic expectations of wealth (thanks social media) who can't cope with the reality of being average. Thats partially true. But the real issue is they can sense their impending doom. Short 🧵 1/
45% of Gen Z and millennials are obsessed with the idea of being rich (44% and 46%, respectively), per Credit Karma.
The state of the union. Also why these value guys keep getting wrecked on rerating theses from 10->13x ebitda for crappy industrial shitcos. (Why PE guys get away with this beats me)
Time for a fucking lesson for you schmucks on why fucking stocks do what the fuck they do in the long term Sit the fuck down because you’re going to learn today
Generated more fcf than half of the $rty over the same time period. Platforms truly are the pinnacle.
Ex-pod analysts to soon-to-be pod analysts
GAME OVER FOR THE VACCINE FANATICS - They couldn’t hide the dead bodies forever In the UK their Office of National Statistics have just released an updated data set Death by Vaccination Status, England with data for 2023 until the May. ons.gov.uk/releases/death… Notably, the…
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Who to follow
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Streets of Value
@ValueWolf -
AmadeusValue
@AmadeusValue -
MDC
@ClarkinM -
Billy No Mates
@Billypasdemates -
𝗙𝗮𝗶𝗿𝗹𝗶𝗴𝗵𝘁 𝗖𝗮𝗽𝗶𝘁𝗮𝗹
@Fairlight_Cap -
Wild West Capital
@BuffaloBillCo -
Tyler
@cdnvaluestocks -
TJB
@PFHCapital -
Keith D. Smith, CFA
@Bonhoeffer_KDS -
janeo
@janeo1934 -
Colin King
@valuedontlie -
Writser
@thewritser -
Brown
@BrownMarubozu -
Charioteer Investing
@Chariot_Invest -
Ace Global Value
@aceglobalvalue
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