Man Becomes the Sex Organs of the Machine World.
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Joined March 2016
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Bohusläningen retweeted
I don't care whether the Third World is poor. Why? Because I now understand WHY they're poor. The absolute WORST thing we could do is redistribute resources from the most productive to the least productive because we've done that before and all it led to was a higher population of unproductive people who will never be able to independently sustain their population.
We've seen this play out most vividly in Africa where trillions of dollars was poured into the continent, and their population increased 5x but they still can't feed themselves despite living on the most fertile land on earth.
It is pure evil to create the conditions that perpetuate the endless misery these produced by the Third World - the poverty, the corruption, the filth and garbage, the deep social dysfunction. Pure evil.
The correct course of action is to seal our borders, focus on remigrating all Third Worlders, and withdrawing aid entirely to allow Nature to take its course.
We can't fix these people, and it's not our responsibility to try. All I care about at this point is keeping these people out of the West and as far away from us as possible.
In order to raise the resources necessary to finance sustainable convergence, as well as improve the living standards of lower- and middle-income groups (both in the Global South and North), it is inevitable to drastically reduce wealth and income inequality:
⤴️World's poorest half to reach 30% in global wealth, up from 2%
⤵️Billionaires’ wealth share to drop from 6% to 0.05%
Bohusläningen retweeted
Varför låter en sk. affärstidning hijabis med Star Wars-namn propagera för straffskatter mot framgångsrika entrepenörer?
Varför är exakt all svenska nyhetsredaktioner strax till vänster om SSU?
Bohusläningen retweeted
BREAKING: Senator Babet announces "you would be very surprised who's not entirely human" — but says he can't disclose more because the alien hybrid program is classified.
Bohusläningen retweeted
🇺🇸Trump kidnappar presidentkollega i Caracas🇻🇪, går mot invasion på Grönland🇬🇱, underblåser revolt i Iran🇮🇷 – och allt handlar som vanligt när det kommer till USA:s utrikespolitik om: OLJA🛢️!
Eller?🤔
Nä, DET ÄR NÅGOT SOM INTE STÄMMER!☝️
Häng med för nu blir det long-read!👇📖
Bohusläningen retweeted
What could be the reasons for this difference between Youtube and Netflix? It's a really interesting difference...
I would guess that one is free vs the other paid + no viable alternative to youtube. There is a lot of really helpfull stuff you can learn on youtube where Netflix is pure entertainment with other alternatives as well.
I wouldn't necessarily say that this shows youtube as the superior business, but if 85% of youtube users wouldn't take $10,000 cash to never use it again how many would pay a subscribtion to be able to use it like they do now?
I think it shows some untapped pricing power in Youtube, not that it shouldn't be free, I think that's important, but they have options to monetize the platform more than the currently do.
(Note the number of votes differ a lot, but a picture is painted nontheless)
Bohusläningen retweeted
Everyone going on about Buffett and Burry buying into $UNH
Meanwhile, I'm more impressed by this.
Bohusläningen retweeted
$GOOGL
Reiterating Outperform and increasing target to $220 (was $200) as survey suggests consumers embracing AI Mode, with real-time queries making it preferable to ChatGPT. Additionally Search is currently trading at 6.2x 2025E EBITDA, which discounts current AI risk, in our view. While only 50% of respondents know the difference between AI Mode and AI Overviews, 77% of "knowledgeable" respondents are using AI Mode. 66% of "Knowledgeable" respondents find AI Mode better than search, 60% better than ChatGPT & 53% click on links often/very often within AI Mode. Increasing estimates to pre-tariff levels as macro remains healthy. $220 target based on 21x 2026E EPS vs. META's 23x.
Bohusläningen retweeted
$AMZN is going to become a cash printer.
They are testing humanoid robots and drones for last mile delivery now.
Here is Amazon’s future:
- Fulfillment by warehouse robots.
- Trucks drive themselves.
- Robots & drones for last mile delivery.
Result? Margins will explode.
Bohusläningen retweeted
Dev Kantesaria has one of the most impressive portfolios out there.
Dev Kantesaria is the founder and portfolio manager of Valley Forge Capital Management (VFCM), a firm that manages over $4 billion in assets. Known for his razor-sharp discipline and patient capital allocation, Kantesaria has quietly built one of the most successful long-term track records in the investment world.
Investment Philosophy
Kantesaria’s strategy is defined by a few key pillars:
▫️Concentrated Portfolios: VFCM typically holds fewer than 10 stocks, with the top five positions often making up more than 90% of the portfolio.
▫️Focus on Quality: The firm invests in companies with durable competitive advantages, minimal capital requirements, and high operating leverage.
▫️Long-Term Growth: VFCM targets industries with secular tailwinds and companies capable of compounding free cash flow for decades.
This approach has resulted in annualized returns of nearly 15% since inception, outperforming the S&P 500 by over 500 basis points annually.
21april begärde jag flytt från Montrose till Avanza igen och har fortfarande inte fått över mina ETF:er. Ska det gå så segt? @montrose_io Det luktar gammelbank.
Bohusläningen retweeted
I have never experienced what people describe as "the horror of the void" when looking at the stars but I experience it every time I see aerial photography of Cairo
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@montrose Jag trodde eran aktiebelåning byggde på just aktiebelåning och inte någon Kalp-kalkyl som helt frångår det samlade kapitalet man har. Väldigt missvisande om man jämför med tex Avanza.
@Investeraren du kanske kan svara på hur ni har tänkt här? Jag tänker på kapital som växer 7-10-15miljoner och vill använda belåning att bara få lån på tex 500k för att de följer en Kalp-kalkyl känns inte som en plattform för kunder med lite mer pengar.
Svar från @avanza aktiebelåning på riktigt som skapar flexibilitet för aktiespararen.
Jamie Dimon hade varit en bra presidentkandidat för demokraterna.
Jamie Dimon bidrog till Donald Trumps svängning om tullarna – nu uppmanar han till att bevara den ekonomiska och militära alliansen mellan Europa och USA: "Viktigast är att vi inte läser i en bok om 40 år hur västvärlden gick förlorad"
efn.se/dimons-uppmaning-beva…
Bohusläningen retweeted
The worst takes I have seen in the past 24 hours:
- Stocks are owned mostly by rich people, so crashing the market doesn't matter to everyone else.
This one is totally false, half of Americans own stocks and crashing the market lowers business confidence, investments, hiring, and has even greater impacts on non-stock owners when they lose their jobs.
- American dream is not to buy cheap Chinese stuff
Having affordable goods is absolutely part of the American dream. The same people now arguing that affordable goods don't matter were just criticizing Biden for inflation a day ago.
- China and the rest of the world need the US
No, they don't. This is an incredibly arrogant viewpoint. The US makes up about 14% of China's total exports, and China is growing their exports to other countries.
If the US becomes a place antagonistic to business, like a hermit in their own shell, other countries will absolutely circumvent us with trade pacts and partnerships that do not include us. Pride cometh before the fall.
- Trade imbalance is the result of being ripped off
We've had a negative trade imbalance since the 1970's in the US and have become extraordinary rich with the fastest GDP growth and living standards. Unemployment is at 4%, more Americans are moving from middle class to upper-middle class now.
These are just some of the terrible takes I've seen, I'll highlight more in the future.