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Newmoon Capital
9,987 posts
- Just so I understand. People are bearish on AI because DeepSeek innovation improved efficiency by 30x? And that with larger clusters and continued scaling of synthetic data and inference compute, next generation models are going to be like 100x better than o3?
- Waited 3 months to do this. Finally able to do it now. Happy new year $OPEN
- $JET $TKWY misconception deserves a blogpost. It reflects my thoughts on the company’s strategy and why the company is poised to win in the long run. Also to address the questions I received from fintwit bros. newmooncapital.blogspot.com/2021/01/the-mi…
- As i said, SBC is WORSE than cash expense because employees get to restrike their RSU or options if the stock price goes down. You shouldn’t back it out. Perhaps should capitalise it at 1.5x it’s valueReplying to @compound248Coinbase, you dirty bastard: $COIN, whose stock has fallen >75% in the past six months, also told its employees it is GIVING THEM MORE STOCK grants to offset half of the difference between the grants it made earlier this year and the stock’s closing price on Friday last week.
- Fintwits bros have asked why do I miss my public equities days. Theres a backstory to this. I was in a fundamental l/s fund, and did pretty well over my 5 years there (churning good returns). But PM was an idiot. He was consistently selling put options ~15% below the S&P 1/n
- It has been a while since I found a compelling idea. But I recently found one that I legitimately think could be a 10-bagger. The company is Avio S.p.A (AVIO IM).
- (1/n) I’m honoured to be launching a new series with Ryan, covering $OLO, a business that we believe is extremely valuable and is worth keeping an eye on. newmooncap.substack.com/p/olo-part-1-h… As usual, for our busy twitter friends, here is a summary thread of the post:
- turns out i was wrong. SBC is not equal to cash expense. It’s worse because it creates massive retention issues and is a major distraction. It’s tails I win and heads you lose for employees. the reverse for employers. thanks for playing
