Paul Sherriff

there were signs

"Our dealer in Russia told us that he is in contact with the most important Russian customer who contacted him and told him that most probably the war in Ukraine will finish soon, and they are anxious to come to the shipyard"

$SL

So 2 bedroom apartments on the Gold Coast are apparently worth $1.80m - but builders are going broke - how?

40TW from Canada?

Sounds important?

i keep returning to this... three years of iPhone revenue from this AI capex?

im not seeing it

this place has finally made it

speucesuits for everyone

Most thought HFT would lead to new information being priced into markets faster and more efficiently

I'm increasingly of the view passive/dumb flows take a day or so to be overrun by the 'smart money' when things really change

Good test underway here

#NailedIt

Remarkable stuff

Strange metric if you consider the implied conditions for rounds being done beyond the initial founder dilution

Series 1+ rounds getting diluted more aggressively - not a win

Sad flex

This earnings season going to need to do some heavy lifting

Not sure we are pricing the possible reverse operating leverage from sticky input inflation, slowing toplines

when does everyone get back from italy?

the only way musk makes money from the bird is if he makes a documentary - riding it all to the beach as billionaire david brent

he just needs to then sell the doco for $45bn

He is the markets version of distilled cognitive dissonance

Truly hard to fathom

Still a long way to go unwinding this bubble

AI has already killed manufacturing?

Looking at 'what's working' in markets sometimes makes me understand how an architect feels driving through the suburbs

payday lending innovation on the ASX

ASX composition (and now performance) more like a EM than DM

he looks like a boiled chicken sausage

My wife: "You're addicted to twitter! It's destroying our family!!!"

Me: "Aackshually..."

Oz fintwit will regroup here soon

7yrs on the bird vs 1st day on here

there's a clog in the content shute

If Musk ran a casino - he would kick out all the gamblers

Try making cash from lame "Up Late with Elon" content

If fintwit could post their best work on the bird before I get yeeted off by 830am - that would be great

#timeless