Ben Solari
@blippdI enjoy markets of all kinds and helping build and invest in iconic and transformative companies.
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How is this not satire
Someone ELI5 ... if you believe $BTC is going way higher over the next 12, 24+ months, why on earth would you be long $MSTR vs. BTC ETFs or buying BTC outright? is there a leverage component to MSTR to BTC that justifies that premium to NAV and people are willing to pay it ?
Most books I read are of the non-fiction variety - history, sciences, etc. Opening up The Pale King by DFW this morning and I was bluntly reminded that language can be challenging, beautiful, and immersive. Reminded that fiction remains an important workout routine for the mind.…
Turns out the correct answer to this question was “financial engineering”
I actually said this exact thing to a group of close friends today, going forward we need candidates from *both* sides to embrace long-form podcasts as a primary (but not sole) channel to communicate with voters. One side fully embraced that medium this election cycle, the…
Looks like Trump is going to win, potential landslide. Leading in every swing state. Let that sink in. PS: Long-form podcasts FTW. I hope to see politicians from both sides doing 2-3+ hour genuine, human conversations moving forward.
Slaying of the Devil (by St. Michael), artist unknown, late 16th century, 📸 by Jason Miller
Damn
I post it every year, Hunter S. Thompson using an ESPN column to write this one week after 9/11
This is my quant
My Client bought a 5 unit building in San Diego by the beach in 1991 for $625,000. The value of the property now? $2,500,000. I found a 5 unit property that sold in 1991 in Kansas City for $55,000. Guess what it sold for in 2024? $450,000. A $1,480,000 difference in…
Putting the tweet’s commentary about NVDA aside, if you watch the video Eric Schmidt mentions something very interesting about “telling the White House” the importance of partnering more closely with Canada to help supply the power that will be required to serve the record number…
This is the only time in history when nearly every major tech CEOs or former CEOs publicly praises a single company and wants more of its products. I don't know if Elon admires anyone besides Jensen. Nvidia is truly unique.
> Peter Thiel goes on a long soliloquy about how throughout history monarchs, in spite of their great power, are often ritualistically sacrificed to shoulder the blame of the troubles of the masses, and how the building of the great pyramids may have been the grand attempt of a…
> Peter Thiel goes on a long soliloquy about power dynamics and the formation of politics through struggle, bloodshed, and generations of strife >ROGAN: Have you seen Chimp Empire?
This story is absolutely insane. wsj.com/world/europe/n…
Someone much smarter than me, with slightly more free time on their hands, *should* be able to find a way to arb out the fairly large discrepancy in Super Bowl futures odds offered between Polymarket and FanDuel / major sports books. As a less regulated, more decentralized crypto…
Absolutely epic finish by Scheffler. Think different.
Scottie Scheffler has a different goal than every other golfer in the Olympics. Rory: “Gold medal” Xander: “Gold medal” Fleetwood: “Medal” Tom Kim: “Gold medal” Fitzpatrick: “Gold medal” Lowry: “Gold medal” Fox: “Medal” Ludvig: “Medal” Scottie: “Have Fun.” It may sound lame or…
Olympic shooting is proving to be a goldmine of meme content. This is incredible lmao
Turkey sent a 51 yr old guy with no specialized lenses, eye cover or ear protection and got the silver medal
Some SMID bio's I've taken an interest in of late $STRO $ADVM $SERA $GOSS $JANX $VIGL All 4 trading at significant discount to sharper money participating in PIPEs or secondaries in Q1/Q2 - not to say it's an end all be all but it's something that's generally been an interesting…
About to hit the summer ‘24 price target to the penny, closed at highs today still a long way to go $FNMAS
The table is dated as it was written up in an investment memo back when the trade was put on a month ago @ $2.50. I also had assigned a pps target of $7.50 should he win the general election, and that appears to be extremely conservative. Nonetheless, the share price today…
Biotwit- i remember seeing a week or two ago a list of biotechs who raised secondaries in H1 and it showed their price performance relative to the secondary price. There was about 1-2 dozen of them. I thought I bookmarked it but can’t seem to find it anywhere - can anyone help…
United States Trends
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max
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Matthew Gamber
@MattBiotech -
ScHoolboy Xu
@just_xu_it -
Aaron Rosenblum, PhD, CFA
@AaronRosenblum5 -
German Biotech
@GermanBiotech -
BiotechMD
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