Tsachy Mishal

Software acts like energy used to. And energy acts like software used to

Does this mean Bollore thinks they will win the appeal? Don't they have time to wait until after the appeal?

It's just a terrible business in today's world

secular forces were stronger

If anyone bought it they would have to fire even more people becuase it is still bleeding cash

Bezos is supposed to fund Washington Post losses indefinitely because he is rich?

This goes back to if you believe the Michael green theory that it takes a smaller % of market cap to move a large stock. My guess is that it will be a fairly large headwind for the stock even though it's 5% of market cap

If you raise equity the bonds are going to like it. But typically markets don't like when you issue stock , unless it's been telegraphed. When everyone knew Boeing needed to raise and when they finally did, it was the bottom. This doesn't seem similar

I would much sooner short it than buy it, but just saying that is how the stock is acting

Stock acting like people were worried about solvency

what would that mean in terms of change in policy? would be deadlocked ie. no real changes

4.184 million shares over 6 trading days

3.7 million+ shares over 5 days. Nice pace if they keep it up

Nobody seems a ware of these price rises so likely won't be a rush. But tablets, computers & phones all use memory

Trust fund baby who never held a real job cosplaying a regular guy.

BREAKING: Zohran Mamdani stuns New York, putting Ramzi Kassem — 9/11 Al Qaeda defense lawyer — in charge as Chief Counsel

BREAKING: Zohran Mamdani stuns New York, putting Ramzi Kassem — 9/11 Al Qaeda defense lawyer — in charge as Chief Counsel

He is a Hamas loving anti semite

I was joking

When a guy who normally posts about European value stocks talks about silver, you know the top is close

The market iss controlled by flows these days and these are some big flows

The difference is TSLA depreciation is very real

Save it. You have made it clear where you stand

@carlquintanilla.bsky.social Your only tweet about this horrific anti semetic incident is congratulating a Muslim (which he deserves and is a hero)?

we are making history

Going on 13...let's goooo

My issue with UMG is that it throws off zero FCF and the growth has not been great. If they are reinvesting all their profits, either their core earnings are not growing very fast or the investments are not giving good returns

More likely the spend is shifting to AI

We no longer have IPOs, we have creation of ETFs which own the same 10 stocks

A very big caveat is that I am far from an expert on French law