@moatlesscapital.bsky.social
Reposted
a good example of this is that the Netherlands, acting alone, could turn off all of TSMC's and Intel's investment by putting export controls on lithography equipment.
March 4, 2025 at 2:41 AM
a good example of this is that the Netherlands, acting alone, could turn off all of TSMC's and Intel's investment by putting export controls on lithography equipment.
I think @nosunkcosts.bsky.social has been spot on in his characterization of the pathway we’re on in the U.S. and the parallel with how the process happened in China since 2020 (with Shanghai 2022 as the biggest ‘oh shit’ moment). However….
I know the newsflow is overwhelming, but even in that context this feels hugely undercovered
February 27, 2025 at 8:29 PM
I think @nosunkcosts.bsky.social has been spot on in his characterization of the pathway we’re on in the U.S. and the parallel with how the process happened in China since 2020 (with Shanghai 2022 as the biggest ‘oh shit’ moment). However….
Just had a thought - the people hyping up ‘box economics’ (“only 2 year payback”) of Chinese restaurant chains are same as the people hyping up ‘wellhead economics’ (“wellhead IRR of 65%”) of US shale E&P companies. While not incorrect, the decline rate is rather high.
February 25, 2025 at 3:31 PM
Just had a thought - the people hyping up ‘box economics’ (“only 2 year payback”) of Chinese restaurant chains are same as the people hyping up ‘wellhead economics’ (“wellhead IRR of 65%”) of US shale E&P companies. While not incorrect, the decline rate is rather high.
www.rvcapital.ch/post/co-inve...
5 years ago from @robvinall
5 years ago from @robvinall
February 18, 2025 at 3:56 AM
www.rvcapital.ch/post/co-inve...
5 years ago from @robvinall
5 years ago from @robvinall
