jamie powell's Avatar

jamie powell

@ajbpowell.bsky.social

occasional bass player, ex-antique salesman, former ft reporter and eu l/s equity analyst. rts ≠ opinions. all views my own.

2,660 Followers  |  447 Following  |  747 Posts  |  Joined: 28.04.2023  |  2.1294

Latest posts by ajbpowell.bsky.social on Bluesky

HVAC gear does have higher margins than making terrible EVs, they could probably charge 2x the Japanese/ Koreans too for a worse product

06.10.2025 19:43 — 👍 1    🔁 0    💬 1    📌 0

heat pump incoming?

06.10.2025 19:36 — 👍 0    🔁 0    💬 1    📌 0
Post image

The year is 1999

USA is running out of electricity to power the internet and the PC's that will connect to it

Digging coal is the solution suggested

Je me souviens

03.10.2025 14:42 — 👍 8    🔁 1    💬 1    📌 0
Post image

ryder cup vibe atm

27.09.2025 18:04 — 👍 18    🔁 2    💬 2    📌 0

I've bored on before about my view that the hidden assumption of the Left is that economics is bad and nasty, therefore the worse and nastier you're being, the better economics you're doing.

The worst boss is always a squishy liberal acting how she thinks a hard nosed capitalist would.

25.09.2025 23:19 — 👍 137    🔁 17    💬 17    📌 5

yeah but with capex > D&A over 2x we're closer to 35x on fcf basis

18.09.2025 19:08 — 👍 1    🔁 0    💬 0    📌 0

yep

08.09.2025 18:03 — 👍 0    🔁 0    💬 0    📌 0

exane are good

07.09.2025 18:10 — 👍 0    🔁 0    💬 1    📌 0

Under-discussed (is that even possible on here?) is that Andreessen, Thiel, et al really REALLY want to be seen as grandiose “builders” in the real world and the total building they have done amounts to funding a bunch of scam SMR startups and failing to manage a mixed use real estate development.

06.09.2025 17:32 — 👍 611    🔁 77    💬 20    📌 5

no u dont understand, international money transfers without aml is a good thing

02.09.2025 16:35 — 👍 2    🔁 0    💬 0    📌 0

-43%

02.09.2025 15:28 — 👍 22    🔁 2    💬 0    📌 0
Eric McMillan - Wikipedia

he's still alive, HONOUR THE MAN en.wikipedia.org/wiki/Eric_Mc...

16.08.2025 19:50 — 👍 0    🔁 0    💬 0    📌 0

Excuuuuse me but how much does this plane advance sora short form video brainrot data center buildout ? Or masayoshichain stablecoin strategic reserve companies for the global overbanked ($12T TAM)? #ambition

16.08.2025 14:22 — 👍 5    🔁 1    💬 0    📌 0

the person who invented soft play should win the noble peace prize

16.08.2025 17:56 — 👍 3    🔁 0    💬 3    📌 0

the us would have fined it to the point the equity zero'd

16.08.2025 13:25 — 👍 3    🔁 0    💬 0    📌 0

cant be true, i am told that europe has inferior engineers and cant make stuff anymore

16.08.2025 13:14 — 👍 31    🔁 2    💬 4    📌 0
Preview
The UK’s laggard approach to stablecoins reveals so much Britain should look to the likes of Singapore and Abu Dhabi, which understand the importance of smart, fast regulation

circle -33% since this insightful piece www.ft.com/content/6675...

15.08.2025 15:40 — 👍 8    🔁 0    💬 2    📌 1
Post image

This story is a few months old but I just saw it. It's the far right account Jenrick was DM'ing. A spectacular if depressing irony...

15.08.2025 06:57 — 👍 614    🔁 204    💬 15    📌 11
Post image

yeah, this is worse than dieselgate electrek.co/2025/08/04/t...

04.08.2025 19:40 — 👍 50    🔁 8    💬 2    📌 2

cant remember mate, must have been before my time

01.08.2025 07:46 — 👍 0    🔁 0    💬 0    📌 0

wen bill gurley tweets about figma

31.07.2025 18:11 — 👍 1    🔁 0    💬 1    📌 0

We have media systems that aim to provoke 'engagement' while people are primarily doing something else altogether, and provoke/reward feedback and communication over attention. Feel like 'attention' is like 'commodity', a fetish that needs treating with a little more suspicion

30.07.2025 07:22 — 👍 14    🔁 2    💬 0    📌 0

ah, of course

25.07.2025 18:29 — 👍 8    🔁 1    💬 0    📌 0

farage in 2029: "rachel sold the natwest"

25.07.2025 06:36 — 👍 5    🔁 0    💬 0    📌 0
Post image Post image 24.07.2025 07:46 — 👍 7    🔁 0    💬 0    📌 0
Robin Guthrie • Harold Budd - "Snowfall"
YouTube video by Johann Pepe Robin Guthrie • Harold Budd - "Snowfall"

good evening www.youtube.com/watch?v=6AX-...

22.07.2025 19:54 — 👍 0    🔁 0    💬 0    📌 0

someone doesn’t have a tci allocation i see

18.07.2025 06:11 — 👍 3    🔁 0    💬 0    📌 0
Quelle Chris - Alive Ain't Always Living (prod. Chris Keys) (Official Video)
YouTube video by Mello Music Group Quelle Chris - Alive Ain't Always Living (prod. Chris Keys) (Official Video)

www.youtube.com/watch?v=2xRW...

16.07.2025 19:29 — 👍 2    🔁 0    💬 1    📌 0

tiny one tbf

15.07.2025 09:51 — 👍 0    🔁 0    💬 0    📌 0

@ajbpowell is following 20 prominent accounts