Dynamicmoats
@dynamicmoats.bsky.social
HF manager. Views are my own. Not investment advice.
Reposted by Dynamicmoats
The differences are not marginal -- they are in the order of magnitude range
Something's gotta give
www.caixinglobal.com/2024-11-21/i...
Something's gotta give
www.caixinglobal.com/2024-11-21/i...
In Depth: How BMW, Audi and Mercedes Ended Up Also-Rans in China
The German auto giants were late to adapt to the shift to EVs and failed to recognize how competitive the domestic market had become, industry insiders say
www.caixinglobal.com
November 23, 2024 at 12:56 PM
The differences are not marginal -- they are in the order of magnitude range
Something's gotta give
www.caixinglobal.com/2024-11-21/i...
Something's gotta give
www.caixinglobal.com/2024-11-21/i...
Instagram Reels and YouTube shorts have very good conversion
December 12, 2024 at 12:29 PM
The conventional wisdom is that a significant way monetary policy transmission works is real estate investment, but US new home sales & non-residential construction have actually been resilient in the face of higher rates -- builders offered incentives, EHS listings fell, IRA & datacenter boom
December 12, 2024 at 12:28 PM
November 24, 2024 at 11:52 AM
Securitizing private credit to increase demand and overall system leverage
Mortgage CDOs but for private credit on the horizon
Life is a circle
$ARES $APO $OWL
Mortgage CDOs but for private credit on the horizon
Life is a circle
$ARES $APO $OWL
November 21, 2024 at 2:26 PM
Securitizing private credit to increase demand and overall system leverage
Mortgage CDOs but for private credit on the horizon
Life is a circle
$ARES $APO $OWL
Mortgage CDOs but for private credit on the horizon
Life is a circle
$ARES $APO $OWL
Congrats to the team
Looking forward to seeing more of the Twitter functions here soon! $tickers, notifications etc.
@krishnan.bsky.social
techcrunch.com/2024/11/19/b...
Looking forward to seeing more of the Twitter functions here soon! $tickers, notifications etc.
@krishnan.bsky.social
techcrunch.com/2024/11/19/b...
Bluesky tops 20M users, narrowing gap with Instagram Threads | TechCrunch
Bluesky, the social network and X competitor, has been benefiting from a surge of departures from the Elon Musk-owned app formerly known as Twitter.
techcrunch.com
November 20, 2024 at 4:23 AM
Congrats to the team
Looking forward to seeing more of the Twitter functions here soon! $tickers, notifications etc.
@krishnan.bsky.social
techcrunch.com/2024/11/19/b...
Looking forward to seeing more of the Twitter functions here soon! $tickers, notifications etc.
@krishnan.bsky.social
techcrunch.com/2024/11/19/b...
Post this on Twitter and immediately got a notification that my blue check was under review
The Musk ecosystem is going to print $$$
Elon can literally push whatever agenda he wants
Probably 1 of the surest things over the next 4 yrs
Not even Murdoch/Sulzberger could push their own views & interests unchecked through their own media at this scale
The Musk ecosystem will win big
Elon can literally push whatever agenda he wants
Probably 1 of the surest things over the next 4 yrs
Not even Murdoch/Sulzberger could push their own views & interests unchecked through their own media at this scale
The Musk ecosystem will win big
November 19, 2024 at 5:42 PM
Post this on Twitter and immediately got a notification that my blue check was under review
The Musk ecosystem is going to print $$$
Elon can literally push whatever agenda he wants
Probably 1 of the surest things over the next 4 yrs
Not even Murdoch/Sulzberger could push their own views & interests unchecked through their own media at this scale
The Musk ecosystem will win big
Elon can literally push whatever agenda he wants
Probably 1 of the surest things over the next 4 yrs
Not even Murdoch/Sulzberger could push their own views & interests unchecked through their own media at this scale
The Musk ecosystem will win big
November 19, 2024 at 4:29 PM
The Musk ecosystem is going to print $$$
Elon can literally push whatever agenda he wants
Probably 1 of the surest things over the next 4 yrs
Not even Murdoch/Sulzberger could push their own views & interests unchecked through their own media at this scale
The Musk ecosystem will win big
Elon can literally push whatever agenda he wants
Probably 1 of the surest things over the next 4 yrs
Not even Murdoch/Sulzberger could push their own views & interests unchecked through their own media at this scale
The Musk ecosystem will win big
The market knows to BTFD when there’s war mongering
November 19, 2024 at 4:26 PM
The market knows to BTFD when there’s war mongering
A picture is worth 1000 words
November 19, 2024 at 2:47 AM
A picture is worth 1000 words
When will saylor reach 100bn
When will musk reach 1 trillion
When will musk reach 1 trillion
November 18, 2024 at 1:23 PM
When will saylor reach 100bn
When will musk reach 1 trillion
When will musk reach 1 trillion
Capping credit card interest rates should be a boon to fintech loan origination platforms
November 18, 2024 at 11:45 AM
Capping credit card interest rates should be a boon to fintech loan origination platforms
Fed put becomes the Trump put
November 18, 2024 at 4:31 AM
Fed put becomes the Trump put
Regulatory capture is almost fully secured, imagine if they eventually come out with rules that advantage camera-based systems
Musk will write the rules himself
$TSLA
www.bloomberg.com/news/article...
Musk will write the rules himself
$TSLA
www.bloomberg.com/news/article...
Trump Team Said to Want to Ease US Rules for Self-Driving Cars
Members of President-elect Donald Trump’s transition team have told advisers they plan to make a federal framework for fully self-driving vehicles one of the Transportation Department’s priorities, ac...
www.bloomberg.com
November 18, 2024 at 2:49 AM
Regulatory capture is almost fully secured, imagine if they eventually come out with rules that advantage camera-based systems
Musk will write the rules himself
$TSLA
www.bloomberg.com/news/article...
Musk will write the rules himself
$TSLA
www.bloomberg.com/news/article...
The VC/growth guys' all-in bet on Elon over the last 10 years is going to pay off huge over the next 4 years
Being close to a massively successful serial entrepreneur who can build multiple multi deca/centi-billion businesses is as close to a high hit rate/repeatable process as you get in VC
Being close to a massively successful serial entrepreneur who can build multiple multi deca/centi-billion businesses is as close to a high hit rate/repeatable process as you get in VC
November 17, 2024 at 4:24 PM
The VC/growth guys' all-in bet on Elon over the last 10 years is going to pay off huge over the next 4 years
Being close to a massively successful serial entrepreneur who can build multiple multi deca/centi-billion businesses is as close to a high hit rate/repeatable process as you get in VC
Being close to a massively successful serial entrepreneur who can build multiple multi deca/centi-billion businesses is as close to a high hit rate/repeatable process as you get in VC
$APP Applovin was trading at less than 10x P/E at the beginning of this year
Value investing still works.
Value investing still works.
November 17, 2024 at 1:46 AM
$APP Applovin was trading at less than 10x P/E at the beginning of this year
Value investing still works.
Value investing still works.
Where is the next invisible asymptote
November 17, 2024 at 1:42 AM
Where is the next invisible asymptote
The delta in EV sales will only get bigger after the cut in US subsidies
November 17, 2024 at 1:36 AM
The delta in EV sales will only get bigger after the cut in US subsidies
"ALP will provide customers with three nicotine strengths: 3mg, 6mg, and a robust 9mg — notably 33% stronger than ZYN's strongest option"
www.northerner.com/us/the-north...
$TPB
www.northerner.com/us/the-north...
$TPB
ALP Nicotine Pouches - Tucker Carlson to Launch New Brand
Have you heard? Tucker Carlson is launching his own nicotine pouch brand, ALP, after discontent with ZYN. But how will it fare in a competitive market?
www.northerner.com
November 15, 2024 at 2:59 AM
"ALP will provide customers with three nicotine strengths: 3mg, 6mg, and a robust 9mg — notably 33% stronger than ZYN's strongest option"
www.northerner.com/us/the-north...
$TPB
www.northerner.com/us/the-north...
$TPB
Private credit is a derivative example of counterpositioning.
Traditional bank loans have been structurally limited due post-GFC regs on bank's B/S. Thus, banks in agg turn away more of the incremental loan demand, which then flow to private credit
www.youtube.com/watch?v=yOoJ...
$ARES, $APO
Traditional bank loans have been structurally limited due post-GFC regs on bank's B/S. Thus, banks in agg turn away more of the incremental loan demand, which then flow to private credit
www.youtube.com/watch?v=yOoJ...
$ARES, $APO
Marc Rowan - CEO of Apollo | Podcast | In Good Company | Norges Bank Investment Management
YouTube video by Norges Bank Investment Management
www.youtube.com
November 15, 2024 at 2:55 AM
Private credit is a derivative example of counterpositioning.
Traditional bank loans have been structurally limited due post-GFC regs on bank's B/S. Thus, banks in agg turn away more of the incremental loan demand, which then flow to private credit
www.youtube.com/watch?v=yOoJ...
$ARES, $APO
Traditional bank loans have been structurally limited due post-GFC regs on bank's B/S. Thus, banks in agg turn away more of the incremental loan demand, which then flow to private credit
www.youtube.com/watch?v=yOoJ...
$ARES, $APO
DGX B200 systems likely to be priced at $500k, a 40% uplift vs. DGX H100 systems
$NVDA
$NVDA
November 15, 2024 at 2:36 AM
DGX B200 systems likely to be priced at $500k, a 40% uplift vs. DGX H100 systems
$NVDA
$NVDA
"Insiders are selling at $NVDA"
They've also been selling for years...
They've also been selling for years...
July 5, 2023 at 3:16 AM
"Insiders are selling at $NVDA"
They've also been selling for years...
They've also been selling for years...
CPU and GPU roadmaps
July 4, 2023 at 5:43 AM
CPU and GPU roadmaps