Jon @netnetsforall

Work at investment fund. I don't tweet on firm holdings. Views are my own. ChickFilA charterholder. 29.598435, -98.611055 Joined October 2014

Tweets

737
Followers

307
Following

447
Likes

796

Crémieux @cremieuxrecueil

4 months ago

Cynicism isn't smart. One of my favorite articles showing this is based on a globe-spanning 200,000-person survey including six different studies. It starts with a series of three studies, wherein people showed that they consistently tended to believe that cynics would be…

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TBU @TBU12345678

5 months ago

inbox rule = "if from Adam Jonas" AND "has $TSLA in the subject" AND "has humanoid in the subject" --> send to garbage

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🔥 Kareem Carr PhD 🔥 @kareem_carr

5 months ago

biology is where overconfident quants go to die

NIK @ns123abc

5 months ago

biology is where overconfident quants go to die

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Morgan Housel @morganhousel

2 years ago

A lot of financial debates are just people with different time horizons talking over each other.

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Andrew Reed @andrew__reed

2 years ago

Finally made a triple venn diagram I can be proud of

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Jon @netnetsforall

2 years ago

Turns out David McCullough was Team Jacob

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unusual_whales @unusual_whales

2 years ago

BREAKING: Charlie Munger of Berkshire Hathaway, $BRK.A, $BRK.B, has died, per Bloomberg

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Car Dealership Guy @GuyDealership

2 years ago

The most under-hyped vehicles right now: Hybrids. Consumer adoption has been sky-rocketing. Market share of Hybrids has grown from 6.5% to 11.4% since last year. EV market share has grown at ~1/5th of that rate, for context. Look, here’s the deal - Tesla will likely…

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Jon @netnetsforall

2 years ago

The similarities between Managed Care and Home Warranty companies is scary

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Jon @netnetsforall

2 years ago

The amount of Wall Street analytical power wasted on $AAP over the years is amazing. Hoping for mean reversion fairy dust.

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BaseballHistoryNut @nut_history

2 years ago

Before we start dedication day, today is July 1st, so happy Bobby Bonilla day. Another $1.19M from the Mets

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Yann LeCun @ylecun

2 years ago

AI hype is ridiculous in all directions. As in: - LLMs have superhuman intelligence - LLMs are useless parrots - LLM hallucinations will destroy society - scaling is all you need - deep learning has hit a wall - AI doesn't exist and never will - AI is going to kill us all

Richard Sutton @RichardSSutton

2 years ago

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Esquire @esquire

3 years ago

Read the full profile of @BrandSanderson by @adamm0rgan: esqr.co/v3PbQzx

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Jon @netnetsforall

3 years ago

People love to hate on sell side, but Brian Foran at Autonomous/Bernstein had the report last Nov highlighting negative equity of $sivb if htm book were M2M.

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Jon @netnetsforall

3 years ago

Good news folks. $SIVB has "ample liquidity".

Amir Efrati @amir

3 years ago

Good news folks. $SIVB has "ample liquidity".

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Jon @netnetsforall

3 years ago

Spotted at $RCL Galveston pier. Drink package not included this year I guess.

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Jon @netnetsforall

3 years ago

Tell me you're from NYC without telling me you're from NYC

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Hindenburg Research @HindenburgRes

3 years ago

Trevor Milton, billionaire founder of $NKLA, is currently on trial for fraud. Shortly after his hydrogen truck company was exposed, an army of hackers and spies started targeting his critics and whistleblowers. Here's what happened & how we turned the tables. (1/x)