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Revenue is for Losers
Amazon makes $747 Billion. SpaceX makes $18 Billion. They're worth exactly the same.
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Attention flow > Cash flow
Oct 14, 2025
6
Taylor Swift, Weird Options Trades, and Suspiciously Good Timing
Jan 16
6
Young People Aren't Betting the House—You Already Took the House
Jan 2
5
1
The $100 Billion Month
Oct 14, 2025
5
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Discussions
Buying Your Own BS
How companies move cash from their left pocket to the right pocket and call it "revenue."
May 12
2
1
The Beautiful Stupidity of Buying the Future
Maybe the worst thing you can do for your returns is to actually care about the company?
Apr 28
2
1
The Market No Longer Thinks a Crash Means the End
It's politically unacceptable for the stock market to go down.
Apr 21
1
1
Put Away the Spreadsheet, We Are Doing Psychology Now
You do not need a viable business if you can capture the attention of bored day traders.
Apr 15
3
1
The Inescapable Physics Of Going Public
I asked ChatGPT the meaning of life and it sold me a mattress.
Apr 13
2
Markets Are About to Become Way Too Efficient
Why “buy what you know” could be the last strategy standing.
Mar 2
A Brief History of Feeling Smart While Losing All Your Money
The real exploit isn’t financial. It’s psychological.
Feb 5
3
Your Portfolio Is Powered by Layoffs Now
AI is forcing investors to notice what they’ve always preferred to ignore.
Jan 28
3
Taylor Swift, Weird Options Trades, and Suspiciously Good Timing
Stop doomscrolling and start watching the weird trades.
Jan 16
6
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Disclosable
Examining the gap between how markets work and how people think they work.
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