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Most companies don’t compound across decades. A small number do, and what they share is identifiable. I built a model that forecasts this. Now I’m testing it in public markets, with real positions tracked daily. 🧵
Michael Kelly retweeted
This is the best time in history to invest in pre-consensus opportunities. I can’t think of a better time in my entire career.
I’m amazed at how little people understand about free speech and censorship.
Free speech means they won’t get arrested for saying what they said.
Censorship would be if their podcast was removed so people couldn’t listen.
Advertisers canceling based on what they said is not anti-free speech or censorship
I’m told at least seven advertisers have dropped @karaswisher @profgalloway @PivotPod @ProfGMarkets On with Kara Swisher and Raging Moderates, for their incessant calls for the execution of Elon Musk — and their joking about the assassination attempt on President Trump.
I don’t believe in censorship, but advertisers need to decide if they support political violence and this kind of rhetoric
It’s extremely dangerous and disgraceful
I don’t know why a tech company would pay Scott and Karen $10m a year each to endorse violence.
Why pay for Prof G’s private jet and $4,000 hotel suites that he brags about constantly?!?
Disagree with Elon and Trump as much as you want — I certainly do — but endorsing political violence is unacceptable.
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Michael Kelly retweeted
"The point of modern propaganda isn't only to misinform or push an agenda. It is to exhaust your critical thinking, to annihilate truth."
The customer service experience with @amazon is horrible now. When did they stop caring?
I can’t wait to be free childcare for my future grandkids.
My kids are the best. Can wait to support them
Future message to my kids: Me and your Mom are in fact free childcare for our grandkids. Good grandparents show up for their kids and grandkids. It’s a blessing, not a burden. It’s our job to show up and make life easier. Go on that date with your spouse. Go get that hour to yourself. Go get those errands run. Go take that nap you need. We got you. We didn’t have that help but you will. Always and forever, because that’s how it should be.
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Seeing the Whitesox dancing in the dugout reminds me of the good ol days with Springer leading Club Astros
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This is disgusting. Regardless of your political views
32% of Democrats say they would support a televised as—ssination of President Trump in order to remove him from office, according to a new @StratPolitics poll.
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Michael Kelly retweeted
Texas has beaten FOUR Top 10 teams in their last 10 games.
NO ONE has been more ELITE against top competition than the Longhorns.
THE BEST TEAM IN THE COUNTRY!
A lot of you spewing emotional hate that isn’t even accurate.
That was a dominant win by Texas without the mistakes which means Sark did a hell of a job.
Overcame 21ish points of mistakes

















