jimroyalphd.bsky.social
Author of The Zen of Thrift Conversions and Options Trading 101. Prospecting for special situations (#spinoffs, #thriftconversions) that create advantageous stock mispricing. MarketWise.
👤 Joined on 14 November 2024
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@jimroyalphd.bsky.socialI love the FT, but any article about this potential merger that doesn't mention the only obvious, screaming motivation for the whole thing happening is engaged in journalistic malpractice this is all about speedrunning a nearly trillion dollar pay package 🎁🔗: www.wsj.com/business/see...
Show Post“.. a net loss of more than $80 billion in the first half of this year .. That compares to a net loss of $13 billion during the same period a year earlier.” @wsj.com www.wsj.com/tech/ai/anth...
Show Post“CoreWeave earns an average 2026-30e [return on invested capital] of 8.9%, below its cost of borrowing,” analyst Abhishek Shukla said Monday in a note to clients. “The more the company invests with this return profile, the more the value destruction.” www.cnbc.com/2026/10/20/c...
Show PostA 🧵 Influential news outlets especially @nytimes.com continue trivialize coverage of the pro-democracy movement & demonstrations like #NoKings Today’s NYT front page: 🦗🦗 Advocacing for voting is not partisan, America has no kings. This is an institutional failure of the AGSulzberger NYT. 1/ n
Show PostFEDWATCH: “.. when stocks and bonds of high-profile high-yield issuers both fall—further losses are possible. This may be the case for examples like SpaceX, which is not HY-rated but still tracks $CRWV’s yields, suggesting markets expect next IPOs from hyped AI companies may be delayed into 2027.”
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