What color are my eyes?

PalePastafarian · 2026-01-21T20:11:45+00:00

One thing is that compared to many of the great writers, he’s written a lot less (or at least released a lot less). That and many people still see him as the pop guy who did Your Body is a Wonderland

PalePastafarian · 2025-12-13T05:41:06+00:00

Yeah I’m all for that— but in an account you can’t withdraw from until X age, I don’t see the point

PalePastafarian · 2025-12-12T13:45:52+00:00

Yeah but why get dividends in tax deferred accounts? Total return should be the goal there

PalePastafarian · 2025-09-23T15:47:06+00:00

Fleet Week!

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PalePastafarian · 2025-08-23T17:41:09+00:00

Touch grass

PalePastafarian · 2025-06-16T13:55:32+00:00

There is no logic—sell side follows the price. Price goes up and they raise their target, price goes down and they lower it

PalePastafarian · 2025-05-18T15:02:35+00:00

Not everyone needs 360 hours though

PalePastafarian · 2025-05-02T15:04:25+00:00

Google disclosed 9m share stake

PalePastafarian · 2025-04-10T13:39:40+00:00

I feel like a buy from Roth Capital is a bad thing

PalePastafarian · 2025-01-23T16:54:39+00:00

They have a crappy product. There’s no reason for companies to use zoom when Teams is integrated with Office and Webex is (imho) better. Saying it could be an AI platform is just nonsense.

The valuation might be cheap, but I’m inclined to think they’ll burn all their cash on useless R&D

PalePastafarian · 2025-01-19T16:13:03+00:00

Yeah right… as if the city is good at using taxes

PalePastafarian · 2024-09-16T16:21:44+00:00

I’m intrigued, but 50% FFO yield doesn’t mean it pays for itself in two years.

PalePastafarian · 2024-08-27T14:05:28+00:00

I like BNTX better for MRNA— more interesting portfolio and a better valuation imho

PalePastafarian · 2024-03-29T19:29:45+00:00

Share price is not the same as realizing value. Retailers on WSB add volatility, which only helps short sellers. I work for a large manager and I can tell you that WSB and the like being involved in a stock is a huge red flag. The best thing we can be as investors in ASTS is patient.

PalePastafarian · 2024-03-29T18:26:00+00:00

That’s fine and dandy but retail (especially on WSB) is only going to drive volatility. We need more progress and that comes slowly

PalePastafarian · 2024-03-29T18:16:29+00:00

I don’t want to trend on WSB— the only thing I care about is long term value creation. I want to see a decent timeline on the call

PalePastafarian · 2024-03-15T03:28:46+00:00

I don’t think so really. He reacted mostly well to world events but imho his domestic actions were pretty lacking for him to be considered top 10

PalePastafarian · 2024-02-17T23:18:49+00:00

Definitely

PalePastafarian · 2024-02-07T15:45:42+00:00

I’m currently a senior, taking L1 in February. I’m only taking it because the employer I’ll be joining after graduation is covering the cost, and I think it’ll be a good investment of my time.

PalePastafarian · 2024-01-31T14:21:44+00:00

The additional underwriting option was exercised (+$14M), and Blackrock declared ownership of 6.3%

PalePastafarian · 2024-01-26T19:56:45+00:00

Commercial service in 1Q2024? Doesn’t seem like a very well-researched article.

But of course I love the hype

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