@DiscountedTF

Former hellside ER, now a generalist degenerate

Joined July 2013
  • Tweets7.4K
  • Following917
  • Followers5.1K
1.2KMedia
Did you guys know that there's no longer a moat in mastering Excel?
Boring_Business
@BoringBiz_Oct 22
Analysts who spent years learning excel shortcuts realizing that the skill is going to be useless in about 18 months
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NFLX is down from 5 years ago
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Discounted Trash Flow retweeted
Hunter SPX Thompson ❎
@CoorsLightCEOOct 20
once every ~three months someone posts about there being no "edge" left in modeling. this has been going on for like 5+ years. who cares
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Discounted Trash Flow retweeted
Kile@KileWasTakenOct 19
My path to 10m net worth by 22. I don't share this to brag. Just to motivate and inspire the next generation 21 -$70,000. College debt 22 $25,500,000. Was interning on the Ellen Show. She threw a wooden clog at my head so hard i had to relearn how to walk. Settled out of court
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"Neoclouds will be fine, just look at their backlogs"
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My controversial solution to the ARR problem
Dario Perkins
@darioperkinsOct 14
🤣
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Ravens coaching staff every time Tyler Huntley has to throw the ball
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@FtrainFreddy
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When you're approaching year 5 of the thematic bull market and companies start giving 5+ year forecasts
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"Wow these payment stocks look interesting!"
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The Wall Street Journal
@WSJOct 5
Exclusive: German robotics startup RobCo has sold shares at a more than $1 billion valuation—double the level hit earlier this year—highlighting investor enthusiasm for physical AI systems on.wsj.com/4hs1cdz

Exclusive | Robotics Startup RobCo Hits $1 Billion Valuation

The German company aims to capitalize on growing demand for autonomous industrial robots.

wsj.com
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Checked junk spreads for the first time in a while
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Constantly on the hunt for businesses with the pricing power of an airport bar
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Looking at my 40% best ball exposure to Devon Achane
Martin Shkreli
@MartinShkreliSep 30
Me to myself after the worst two weeks ever of bad trades: You are a struggling second tier competitor that is more unethical and lying just because you have no decency or sense of proper behavior and shows your desperation.
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Saying "that's what makes a market" whenever I'm factually incorrect about something
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.@CoorsLightCEO
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Discounted Trash Flow retweeted
RAMco Capital@RAMCOCAPITALSep 29
$fico
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Summer recap:
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Equity analysts when credit guys start talking about liens
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