Stacey @iamstacetheace

Dabbled in modeling (h/t Excel). Gig’em Ags! trustbutverifyit.substack.com Texas/The Bahamas Joined April 2009

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Stacey @iamstacetheace

a day ago

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Can someone help me understand how PE firms lending to firms for data centers (which are primarily GPUs) is anything other than nonsensical given the mismatch between fund maturities and useful life of GPUs?

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Stacey @iamstacetheace

a week ago

Mattel is a serial restructuring offender (ie where one-time costs are added back that are actually recurring). Ofc these fail to catalyze EPS growth even with addbacks.

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Stacey @iamstacetheace

4 weeks ago

At the risk of sounding like an old fogey, the # of commercials and game stoppage in college football has gotten to the point where I will watch less. I know it’s all about $$ but it takes away from the game and is wearying.

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Stacey @iamstacetheace

4 weeks ago

Great explanation of @wdavidmarx book “Status and Culture”: our likes and behaviors (which culminate in culture) are inexorably driven by the search for better status within our respective milieu.

Shehan Jeyarajah @ShehanJeyarajah

a month ago

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Stacey @iamstacetheace

a month ago

For those with Whoops, what is your feedback? I feel like the key building blocks - nutrition, sleep, strain, exercise intensity - are pretty easy to know within an acceptable error band. After working out for decades, I feel like I know my body pretty well. (Now if I were a…

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Stacey @iamstacetheace

2 months ago

Getting to be almost daily now where it doesn't feel like a rational stock market. I get expectations have moved from "very bad" to "less bad" but on an absolute basis the market generally seems priced to perfection. People assume new technologies that revolutionize the world…

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Stacey @iamstacetheace

2 months ago

Found this post by Steve interesting: "The AI Trap for Analysts: Productivity Illusion or Edge?" Would love to hear of other, verifiable ways in which LLMs have streamlined workloads beyond the usual emails and summations. My (v. limited) experimentations have shown it to be…

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Stacey @iamstacetheace

2 months ago

Years ago a flight attendant made a remark on how young I looked. He concluded it was because I had never been married or had kids. “All the stress ages you.” It was unusual enough that I filed the compliment away in my brain to retrieve at a later date. NOW I UNDERSTAND

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Stacey @iamstacetheace

2 months ago

Oh so this is why I was feeling so good lately

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Stacey @iamstacetheace

2 months ago

Lord, please help me - I'm getting excited about the Fightin' Texas Aggies yet again going into the football season.

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Stacey @iamstacetheace

2 months ago

I have found excellent results with ChatGPT for a CNS deload as well.

signüll @signulll

2 months ago

I have found excellent results with ChatGPT for a CNS deload as well.

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Stacey @iamstacetheace

2 months ago

Whatever your thoughts on Trump’s presidency, it’s offered a sobering viewpoint of human behavior and the tribalism therein. When Americans visit developing countries how we talk of misguided tribalism carries with it an implicit paternalism all too often. The irony is we are…