Umami
@umamivalue.bsky.social
Mean reversion guy in a secular trend world.
May 5, 2025 at 5:05 PM
Maybe it just reveals something about the host in that case - a top decile podcast likely earns <$20k/yr via ads with a twice weekly publishing schedule
April 8, 2025 at 4:43 AM
Maybe it just reveals something about the host in that case - a top decile podcast likely earns <$20k/yr via ads with a twice weekly publishing schedule
Seems like a difficult time to be a foreign owner of USTs
March 14, 2025 at 1:42 PM
Seems like a difficult time to be a foreign owner of USTs
Generalizable method
February 16, 2025 at 6:31 PM
Generalizable method
