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Wasn’t it only the Sith that had red light sabres?
22 Angry Men
Its Pixies - there is no “The”
Hence they were nicer mentioned in that scene from The Commitments 😂
As for who would still sound fresh… The Beach Boys?
He’s going to try…
Joyce: “Like a latter-day alchemist, I transform the base metals of desire into the gold of fleeting pleasure”
Addict: “Mate just give me a gram”
He’s also a very lucky chap to have the 65acres required to grow 4m tomatoes.
Not to mention a -$1m to invest in plant, property & equipment
And also not to mention having the labour force to actually harvest 4m.
But yes if you have all that….
Also fwiw - I have always found that the best way to apply for an HF job is to write some high quality actionable research on a current idea.
That approach has got me intros with several big “named” managers. Many will be happy to meet with you if you prove yourself to be of value
Haha - never “sat in a room” with Bessent - but years ago did with Ackman (like you say many other investors there too) and the most important learning I took away is the confirmation that he’s just another human being.
Wow - that’s like me playing football!
Sadly I think it makes it more likely as he will go on to blame Europe for the market collapse (or maybe Soros - at least he has form for tanking a currency!)
So Greenland will be the diversion
That’s a little gem
It takes about ten years to spec in a new material and part for an airplane - I used to cover $VCT (victrex - they make PEEK)
So either it takes well over ten years (and that ignores the time taken to acquire the IP and know how) OR they lower safety standards…
Most have probably thought that for a while
I don’t think so.
But was wondering when it’s time to post a Photo of a lettuce next to trump!
I guess if your president behaves like an emerging market dictator then your currency behaves like an emerging market currency!
I hear they have good cherry pie
Sadly this quarters print might not be as bad as we have worked for - if they cheat…
But they can only cheat for so long.
And if anyone finds parking lots full of “sold” teslas - please share.
The more games exposed (like in Canada) the faster it’s demise will be
I think that’s the general idea.
Just because they’re rotten to the core doesn’t make them all total dumb as…
8,600 cars sold in a single minute…
And that’s a story that we know about.
What would be great is if anyone following #teslatakedown who passes by parking lots full of Teslas would photograph them and share the location
Didn’t Carvana have many lots!
#TSLAQ report delivery numbers tomorrow...
The street's still estimating 5.4% growth (with the most bullish analyst estimating 33%🤡. the most bearish -19% feels about right, maybe a touch high)
How will these folk justify themselves to investors tomorrow?
It's going down! @teslatakedown.co.uk .
Amazing what the street are forecasting. Looks like they’re only estimating it down mid single digits
What are they smoking - can I get some!
I would not be surprised if we see them 15 to 20% lower - and think the market will shit the bed when it does report.
I thought America was getting rid of DEI hires?
Just wait until they discover there might be a remote off switch!
Will @alphaville.ft.com be debunking this drivel?
on.ft.com/425KrMe
@robinwigglesworth.ft.com
Even if Goldberg did hack their system (which he clearly did not) then that might actually be a worse indictment than a stupid (career ending) mistake.
I mean if a journalist is able to hack them - then what information are China and Russia now privy too?
Another case of mistaking correlation for causation.
Probably also a correlation of neurodiversity diagnoses and vaccines . In as much that anti vaxxers are probably unlikely to seek a diagnosis.
So sadly yes - vaccines will likely go.
I despair
B is more concise
And a tub of superglue