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@ajbpowell.bsky.social
occasional bass player, ex-antique salesman, former ft reporter and eu l/s equity analyst. rts ≠ opinions. all views my own.
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 📌 0heat pump incoming?
06.10.2025 19:36 — 👍 0 🔁 0 💬 1 📌 0The 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
ryder cup vibe atm
27.09.2025 18:04 — 👍 18 🔁 2 💬 2 📌 0I'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.
yeah but with capex > D&A over 2x we're closer to 35x on fcf basis
18.09.2025 19:08 — 👍 1 🔁 0 💬 0 📌 0yep
08.09.2025 18:03 — 👍 0 🔁 0 💬 0 📌 0exane are good
07.09.2025 18:10 — 👍 0 🔁 0 💬 1 📌 0Under-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 📌 5no 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 📌 0he's still alive, HONOUR THE MAN en.wikipedia.org/wiki/Eric_Mc...
16.08.2025 19:50 — 👍 0 🔁 0 💬 0 📌 0Excuuuuse 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 📌 0the person who invented soft play should win the noble peace prize
16.08.2025 17:56 — 👍 3 🔁 0 💬 3 📌 0the us would have fined it to the point the equity zero'd
16.08.2025 13:25 — 👍 3 🔁 0 💬 0 📌 0cant be true, i am told that europe has inferior engineers and cant make stuff anymore
16.08.2025 13:14 — 👍 31 🔁 2 💬 4 📌 0circle -33% since this insightful piece www.ft.com/content/6675...
15.08.2025 15:40 — 👍 8 🔁 0 💬 2 📌 1This 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 📌 11yeah, this is worse than dieselgate electrek.co/2025/08/04/t...
04.08.2025 19:40 — 👍 50 🔁 8 💬 2 📌 2cant remember mate, must have been before my time
01.08.2025 07:46 — 👍 0 🔁 0 💬 0 📌 0wen bill gurley tweets about figma
31.07.2025 18:11 — 👍 1 🔁 0 💬 1 📌 0We 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 📌 0ah, of course
25.07.2025 18:29 — 👍 8 🔁 1 💬 0 📌 0farage in 2029: "rachel sold the natwest"
25.07.2025 06:36 — 👍 5 🔁 0 💬 0 📌 0good evening www.youtube.com/watch?v=6AX-...
22.07.2025 19:54 — 👍 0 🔁 0 💬 0 📌 0someone doesn’t have a tci allocation i see
18.07.2025 06:11 — 👍 3 🔁 0 💬 0 📌 0tiny one tbf
15.07.2025 09:51 — 👍 0 🔁 0 💬 0 📌 0