Elliot Turner

The Jack discount.

Funding might actually INCREASE for spend at tools companies

$TECH giving a real-time update on NIH-backed spend trends

Yes!!! Love that example. Litho, filters, chemicals all with common histories.

Fwiw I find RVTY very interesting.

Another incredible episode, this week doing a deep dive on the life science space with
@Borlaug_! Jon helps demystify this fascinating industry for generalists and offers sharp insights for specialists alike. Go listen: twiii.podbean.com/e/jon-aka-bo...

We cover AI extensively on this podcast with
@foolallthetime.bsky.social , but 1 piece of value we focus on that gets less attention nowadays is a deep dive on the severe recession in semis outside of AI twiii.podbean.com/e/special-do...

Incredible new episode w Doug O'Laughlin of @_fabknowledge_ and @SemiAnalysis_!!

On how the semi industry is leading AI forward, an intriguing investment opp in the newest bottleneck for the industry & the deep recession in the non-AI semi world.

twiii.podbean.com/e/special-do...

How far can this go?

Look at Eckert's lack of subtlety on his LinkedIn. Every single work experience pre Permira has the same one liner. This guy finds exits:

Fintwit starter pack:
@nosunkcosts.bsky.social‬
@keubiko.bsky.social‬
@librariancapital.bsky.social‬
@sparticuszorro.bsky.social‬
‪@fritzell.bsky.social‬
@lewisenterprises.bsky.social‬
@ellliotb.bsky.social‬
@negativegw.bsky.social‬
@vincentfreeman.bsky.social‬
@colemanrhawkins.bsky.social‬

Very poetic that MSTR goes into the QQQs on the day SMCI gets kicked out.

Great to have Daniel Prather back on to talk about the Google antitrust cases. Daniel and I go back and forth on the pros and cons for Google and other key advertising solutions on the web: x.com/twiii_podcas...

A couple gems and more than a few dogs over the past 12 years.

Needed some burning material to get a fire going on this cold Saturday. Look what I dug up!!!

😂

It's amazing how few realize the flu vaccine is just the dead virus. There's no voodoo magic. The way it works is rather boring, yet here we are amidst a maelstrom of misinformation...

I like the higher signal to noise and relative quiet here. The right people will find their way.

It's interesting how my feed over there is filled with "Uber is dead" messages, but I can't even find one expression of that view in search here.

I think it was on the quantum chip announcement...

Warnings pubs could runout of Guinness this Christmas due to Gen Z Due to an unprecedented rise in Guinness sales in recent weeks spurred on by celebrities like Kim Kardashian posing with the black stuff, some publicans are now fearing for supplies.

$DEO www.dailymail.co.uk/news/article...

Phew I was worried it might've been your quant Ted Coombs

I find this to be a hilarious chart on several dimesions and the analyst subsequently attempted to rationalize it

This definitely feels like a breath of fresh air compared to that other place. Nostalgia to the good ole days, though you know what they say about nostalgia.

"And at the same point in time, I think valuations have reset in a way that even with a large premium, you can get to very attractive returns." Marc Casper telling everyone what to do in lifesci.