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marginal idea
@marginalidea
all my situations are special
Joined April 2014
1,285
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  • user avatar
    marginal idea
    @marginalidea
    Jul 2, 2024
    wait people are listening to 4 hour long podcasts about companies??
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    1.4M
  • user avatar
    marginal idea
    @marginalidea
    Jun 25, 2024
    Ken griffin got the IRS to apologize to him? Jesus. That’s right up there with buying the constitution in terms of villain stuff
    61K
  • user avatar
    marginal idea
    @marginalidea
    Nov 27, 2023
    I love it when business biographies reveal the guy is just a total idiot chancing into success
    This post is unavailable.
    69K
  • user avatar
    marginal idea
    @marginalidea
    Mar 26, 2023
    They lost a lot of fucking money funding dogshit businesses that add no value to the world and are coming to terms with the fact they aren’t the philosopher kings they so desperately want to be, not more complicated than it needs to be
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    Jason ✨👾SaaStr.Ai✨ Lemkin
    @jasonlk
    Mar 24, 2023
    A lot of VCs are right now at cognitive overload There’s no need to be sympathetic (at all), but it’s something to be aware of when you see VCs acting … differently Here’s what’s happening:
    54K
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    marginal idea
    @marginalidea
    Feb 11, 2023
    Guy at the bar next to me is switching between looking at jet skis on Facebook market place and talking to about 16 women on bumble
    67K
  • user avatar
    marginal idea
    @marginalidea
    Jun 16, 2021
    Replying to @quantian1
    Indistinguishable from parody
  • user avatar
    marginal idea
    @marginalidea
    Dec 4, 2020
    You have enough money to hire an analyst
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    Chamath Palihapitiya
    The All-In Podcast
    @chamath
    Dec 3, 2020
    Fintwit: I would like your help please. I'm looking for any company, any sector with a market cap greater than $200M but less than $1.5B, good FCF and EBITDA and no debt that you think can predictably stay flat or grow modestly over the next 5-10 years.
  • user avatar
    marginal idea
    @marginalidea
    Jan 2, 2023
    An inauspicious start to the year
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    79K
  • user avatar
    marginal idea
    @marginalidea
    Nov 26, 2021
    If you bought stocks the last time a novel coronavirus was discovered you’d be up 40%
  • user avatar
    marginal idea
    @marginalidea
    Sep 21, 2023
    Guy on laptop Bloomberg in the TSA line. My brother in Christ it’s not that serious
    28K
  • user avatar
    marginal idea
    @marginalidea
    Jan 1, 2022
    Deeply embarrassing and an indictment of Capital that the richest guy in the world is a meme stealer and the second richest guy in the world is acting like a freshly minted Jacksonville millionaire
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    marginal idea
    @marginalidea
    Feb 19, 2020
    I think about how Carl Ichan's 2015 LYFT investment thesis was essentially "Uber is valued at $50b, and LYFT does the same thing and is only valued at $2.5b" at least once a week
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    marginal idea
    @marginalidea
    Sep 28, 2023
    if your insider trading partner is a guy named Rigatoni from Long Island you're going to get caught
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    27K
  • user avatar
    marginal idea
    @marginalidea
    Jan 5, 2022
    Covid testing lines really need two groups sick people and people trying to go to Cabo shouldn’t be in the same line