David Orr

@orrdavid

High stakes internet poker player. Learning fundamental stock picking. Net 100% long l/s. Avoiding TSLA noise.

Thailand
Vrijeme pridruživanja: prosinac 2009.

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  1. proslijedio/la je Tweet
    3. velj

    Fund managers picking fund names like they want to blend into the crowd. Be the contrarians you claim to be and pick something weird and without any sense of dignity. Will stick in minds because it’s a different aesthetic.

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  2. prije 8 sati

    Why Intelsat needs a greater than $5-6 billion windfall:

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  3. prije 13 sati
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  4. proslijedio/la je Tweet

    My favorite entrepreneurs follow the same strategy: 1) Hire unique people who have ideas. 2) Trust them to execute on their vision — as long as the cost of failure is low and the benefits of success are high. 3) Cut the failures and double-down on what works. Rinse, repeat.

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  5. proslijedio/la je Tweet

    A man was sitting alone, on a bench in a park, singing Bon Jovi's Living on a Prayer by himself. By the end, the entire park joined along to sing with him. (🎥)

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  6. proslijedio/la je Tweet
    2. velj

    (6) Overhearing people on the subway and the train, a common theme was that they felt disrespected and treated unfairly, because it took 3.5 years to implement their vote in the referendum.

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  7. 1. velj
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  8. proslijedio/la je Tweet
    1. velj
    Odgovor korisnicima i sljedećem broju korisnika:

    So do CNN and MSNBC. They've turned dullard Americans into complete half-baked Russia conspiracy theorists who shoot up baseball fields and join violent domestic terror groups like Antifa because they actually believe Putin is running the country.

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  9. 1. velj
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  10. proslijedio/la je Tweet
    31. sij

    So much gas, they pay you to take it off their hands

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  11. 31. sij

    Correction: This is technically wrong. The co-presidents left the same day, but they seemed to run the CEO-like role, considering they were the ones doing investor conference calls, etc. Same idea, though.

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  12. 31. sij

    A few ideas I hadn't considered. I'm neutral on the company. Cheap if it works out, but I think the risks are big/real. Subtle bull point: Many professional internet markers live in Thailand. They tell me ads are severely under priced and will cost 2-3x in 5 years.

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  13. 30. sij

    CEO is out, market not taking it well. Guess that implies that growth isn't going according to plan. Still trades over 50 times earnings after this drop.

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  14. proslijedio/la je Tweet

    Australian bushfires are no joke. Within 3 minutes, the whole place is engulfed in flames.

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  15. proslijedio/la je Tweet
    30. sij
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  16. proslijedio/la je Tweet
    29. sij

    from 3 to 20s on hedge funds pitching "da gubment give free money to Intelsat" now all the way back down to 3.

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  17. 29. sij

    Collapsed pretty hard on that news. Seems people are finally facing reality. The short is running out of juice now. I'm going to keep some long dated out of the money puts - the Jan '21s still return 100% probably. But besides that, I don't see a reasonable short anymore

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  18. 29. sij

    Why is Appalachian oil production slowing?

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  19. proslijedio/la je Tweet

    Money generated by the public auction of C-Band spectrum should go to American priorities, not bailing out foreign companies. The SMART Act will help shrink the national debt and get broadband to rural communities still handcuffed to dial-up internet.

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  20. 28. sij

    A bill that gives a bunch of $ for rural broadband. Democrats will all be on board. A couple Republican senators have already supported this. Will it be hard for other republicans to get on board? I doubt it.

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