Just Another Pod Guy
@TMTLongShort
Economic Blitzkrieg. Never said it was a good bet, just a complex bet. Decoupling ™️ Long/Short Tech Investor. Will say retarded shit often. 🫡
Joined February 2020
10.2K Following 60.1K Followers
Am I the only one who nuked their sellside research consumption by like -90%?
Between ASKB, X, groupchats, substack and podcasts the marginal utility for me has gone to near zero.
Still skim spec sales for positioning but even that is down by a lot since I start with TMTB.
Show more
