Andy マーク レナード
@themagicbakery.bsky.social
https://themagicbakery.substack.com/
Stewart Brand How Buildings Learn in BBC tv format excellent on many levels - many timeless insights, art of observation, many ppl make entire careers out of a single of six episodes www.youtube.com/watch?v=AvEq...
1. How Buildings Learn - Stewart Brand - 1 of 6 - “Flow”
YouTube video by Stewart Brand
youtube.com
$PSX LEAPS? Jan 2027 $120 is $19 vs $200+ elliott target Long PSX Short $VLO? cheap assets, clear catalyst now streamline66.com/wp-content/u...
do any duds come to mind when people overly focused on the sleep zakaria nomad partnership concept of scale economics shared?
Ramen consolidation in Japan? Gift already growing topline and EPS 20%+ for the last 10 years... 20x EBIT, have never been cheap $9279
really good piece on robotics/geopolitics semianalysis.com/2025/03/11/a...
America Is Missing The New Labor Economy – Robotics Part 1
SemiAnalysis is hosting an Nvidia Blackwell GPU Hackathon on Sunday March 16th. It is the ultimate playground for Blackwell PTX tech enthusiasts, offering hands-on exploration of Blackwell & PT…
semianalysis.com
"If I want to be risk averse, I have to be risk-averse all the time."
crypto etc imploding translate into decline in meme stocks risk? revival of Dead Companies Walking short strategy? thinking Kohls
not a cutesy/rhetorical q - does anyone know anything about unwinding carry trades? thoughts, bridgewater memos, white papers, investor letters, whatever referencing it appreciated. yen carry unwind was big in GFC era - yen carry and subprime: www.elibrary.imf.org/view/journal...
matryoshka adverse selection at Prospect Capital $PSEC ceo-employees-lenders-borrowers-shareholders www.bloomberg.com/news/feature...
Why Beyond Meat and the plant-based meat industry couldn't live up to the hype www.youtube.com/watch?v=GGNk...
Why Beyond Meat and the plant-based meat industry couldn't live up to the hype
YouTube video by CNBC
youtube.com
Scamming 101 from investigative look at investment scams - reaching quite elaborate levels these days www.occrp.org/en/project/s...
i like $FND concept, but the Munger endorsement most likely is second hand remark via one of the many managers, a coterie of raisins and turds, he had over for dinner in his later years?
Does a multipolar world imply that moats are slightly less relevant because geopolitical considerations can outweigh a classical economics models of how things should be? Compounding is canceled until further notice. www.ft.com/content/0ecc...
Hong Kong targets creation of rival to Euroclear
Authorities explore new Asian settlement house to boost global use of renminbi
ft.com
Andy マーク レナード@themagicbakery.bsky.social · 2y ago"This is the miracle of the rules based order. It is the only way to have a compounded, rapid, compounded growth."
rise and fall of Japan bond mkt w/warrants deregulation, optimism, land speculation, fortunes, reflexivity www.ifre.com/story/129363...
any followers ever hire a biz reporter in Japan for freelance research?
The $BYND CEO obviously not as big a fan of Lynn Tilton as I am. “There are three universal lies: Margins are weak, but we’ll make it up in volume; the check’s in the mail; and I won’t come in your mouth.”
I am so afraid of the sheikh with $1.5trn who relies on staff who don't seem to know that you can buy books on amazon/have amazon prime for quick delivery.
not rly how things work, but $BYND at ~4x ev/rev vs ~1x for $OTLY, which also has a higher GM %, is amusing
anyone have thoughts on BC Partners in $LOGC? $LRFC diff setup b/c of mgmt fee on BDC, but also feeds their PE biz - any sense if the arrangement overall additive to monetize NOL or more puts them in a position to suck out economics away from LOGC?
FTI Consulting exodus...interesting reminder that people intensive businesses often involve humans. www.ft.com/content/aff9...
very imperfect, but a EU pub-private partnership in a duopoly w/a company they've completely outclassed in a huge demand wave up 50% in 5 years... EU defense stocks give such buy the rumor sell the news vibes
the rumors are true. the writer behind the renaato chrons is spending too much time making AI images with low level word play. read to find out why PORTERS may find itself overloaded with cash. themagicbakery.substack.com/p/porters-51...
Porters (5126 JP)
Maaku Renaado Chronicles
themagicbakery.substack.com
dollarshaveclubification of infant formula new entrants on lazy incumbents, world where a can raise a ton of capital if get attention, disrupt a duopoly, way more social media savvy and far better positioned w/quite literally a new generation of consumers www.bloomberg.com/news/article...
cashless society in Japan - 80%+ transactions will be digital fujitsu exiting ATM biz in ~5 years
