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. 🫡
参加 February 2020
10.2K フォロー中 60.1K ファン
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.
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