Umami
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umamivalue.bsky.social
Umami
@umamivalue.bsky.social
Mean reversion guy in a secular trend world.
Highest return on R&D spend for any company in consumer bar none
September 15, 2025 at 5:35 PM
It also implies that you can at least partially attribute what hacky media ppl say to their patrons. This is an assumption I have been reluctant to make in the past (again, potentially naive)
September 11, 2025 at 6:14 PM
It's likely it's just the same video that was posted on Twitter yesterday.

Also, given recent trends in federal law enforcement, why wasn't the move to immediately arrest all 3,000 people and sort it out in post?
September 11, 2025 at 2:07 PM
Begin with the end in mind
September 11, 2025 at 3:47 AM
Can't tell if you think that's too high or too low
September 8, 2025 at 2:49 AM
! Want
September 7, 2025 at 10:54 PM
Absolute series generally going crazy
September 7, 2025 at 2:52 PM
Reposted by Umami
/7 This administration, from top to bottom, is ABSOLUTELY capable of getting Maxwell to clear Trump and implicate Trump’s political enemies in exchange for some commutation or pardon of her sentence. If you say otherwise you’re a liar or a fool.
July 24, 2025 at 5:41 PM
Real American
July 22, 2025 at 5:19 PM
Hackman collection on Criterion Channel had this recently - great flick
July 18, 2025 at 6:29 PM
1) great movie
2) Amy's Theme is likely heavy inspiration for the Severance theme

www.youtube.com/watch?v=isdb...
Amy's Theme (Remastered 2023)
YouTube video by David Shire - Topic
www.youtube.com
July 18, 2025 at 6:28 PM
This is why industry level ROICs suck, as do returns
May 9, 2025 at 2:21 PM
I want to pull this tech forward 10yrs to when Google will let me buy my own
May 9, 2025 at 4:54 AM
This is a good streaming movie plot
May 9, 2025 at 4:50 AM
Maybe the internet is the place that sucks
May 6, 2025 at 8:21 PM
But when will Trump reopen Arkham Asylum?
May 5, 2025 at 5:08 PM