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taobanker
87.1K posts
user avatar
taobanker
@taobanker
Banana and egg maximalist. Raw milk confusionist (can't make up my mind). Occasional idea-haver.
scalpavelli.substack.com
Joined November 2020
6,705
Following
12.9K
Followers
  • user avatar
    taobanker
    @taobanker
    Mar 6, 2025
    Replying to @HellsBitchen_
    Any pilot who says this says it at least 5 times per week
    345K
  • user avatar
    taobanker
    @taobanker
    Feb 8, 2024
    "The US Dollar isn't backed by anything" you sure about that?
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    00:00
    394K
  • user avatar
    taobanker
    @taobanker
    Mar 13, 2025
    Every single hedge fund manager says this then hires someone who has been through an ibanking program
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    162K
  • user avatar
    taobanker
    @taobanker
    Apr 10, 2025
    I'm listening to jamie dimon interview: 1) this guy is a genius fr and you can tell he understands trump exactly. he is basically speaking to trump directly with this interview. 2) he's explicitly signalling to Trump that he has his support to go crazy investing in US defense 3)
    174K
  • user avatar
    taobanker
    @taobanker
    Feb 16, 2025
    Replying to @volcrushed
    that's literally insane her dad needs to step up and give her a credit card too
    39K
  • user avatar
    taobanker
    @taobanker
    Nov 13, 2025
    Replying to @PaulSkallas
    one shotted by proximity to wealth many such cases
    36K
  • user avatar
    taobanker
    @taobanker
    Aug 2, 2025
    Gigablackpill: Any hedge fund analysts with supreme confidence in their ability could leave NYC with as little as $1mm, grind it out for a few years to hit their NYC #, then return to NYC and never work for anyone again. The fact that we never hear about this happening is very
    93K
  • user avatar
    taobanker
    @taobanker
    Nov 19, 2025
    Image
    138K
  • user avatar
    taobanker
    @taobanker
    Feb 22, 2024
    friend at mckinsey says they spent most of the day going through how to calculate CAGR. many analysts in training struggled.
    95K
  • user avatar
    taobanker
    @taobanker
    Nov 1, 2025
    Was reading Soros last night and he talked about how any time periods he spent doing deep, fundamental research were a clear detraction from his trading instincts.
    28K
  • user avatar
    taobanker
    @taobanker
    Jan 10, 2023
    skipped to middle. watched 10 seconds, all i could handle. still got some good takeaways: 1) never ask a girl to be your gf unless it's stupidly obvious 2) dating is horrible ("the banter was MISSING!!")
    29K
  • user avatar
    taobanker
    @taobanker
    Aug 23, 2025
    I'm just gonna say this one more time as a public service announcement even tho the market is probably going to ignore this until something worse happens: They removed the flexible part, not the 2% part. This is a full court press psyop.
    user avatar
    Ben Hunt
    @EpsilonTheory
    Aug 22, 2025
    LOL. Powell goes max-dove and full-Burns. They’re gonna run this hot like you can’t even believe.
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    85K
  • user avatar
    taobanker
    @taobanker
    Nov 24, 2023
    my research partner's 26 year old sister is going to clear $1mm this year selling luxury real estate in florida I, on the other hand, believed that data analytics was the future...
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    75K
  • user avatar
    taobanker
    @taobanker
    Oct 19, 2025
    I'm spending a few minutes looking into this and it's just incredible what's going on in Japan.... This is like the best shovel and garden tools company in the world and it's a $10mm market cap with a 60%+ public float.. flat rev for 20+ years and 3% ebitda margins lmao...
    user avatar
    AltayCap
    @AltayCapital
    Feb 19, 2025
    New writeup on the 'Stack. Free like usual, link in bio. They own land in Sakai City near Osaka that's valued on the balance sheet at just $22,500, but is likely worth 260x that. They're the #1 Manufacturor of Made in Japan shovels and spades. This is a TINY $10m mcap net net
    Image
    67K

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