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patio11's profile
Patrick McKenzie
Patrick McKenzie
Patrick McKenzie
@patio11

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Patrick McKenzie

@patio11

I work for the Internet, at @stripe, mostly on accelerating startups. Opinions here are my own.

東京都 Tokyo
kalzumeus.com
Joined February 2009

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    1. Patrick McKenzie‏ @patio11 Apr 7
      • Report Tweet
      • Report NetzDG Violation

      Patrick McKenzie Retweeted MuddyWatersResearch

      For readers of Money Stuff who haven't paid much attention to the Luckin Coffee controversy yet, this anonymous white paper makes fascinating reading.https://twitter.com/muddywatersre/status/1223274746017722371 …

      Patrick McKenzie added,

      MuddyWatersResearchVerified account @muddywatersre
      MW is short $LK. We received unattributed 89-page report alleging $LK is a fraud: "number of items per store per day was inflated by at least 69% in 2019 3Q and 88% in 2019 4Q, supported by 11,260 hours of store traffic video" We view the work as credible. https://drive.google.com/open?id=1LKOYMpXVo1ssbWQx8j4G3-strg6mpQ7F …
      6 replies 15 retweets 96 likes
      Show this thread
    2. Kevin Kwok‏ @kevinakwok Apr 8
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      Replying to @patio11

      I'm a little disturbed that this was published in january. And it didn't cross my radar at all until now

      1 reply 0 retweets 4 likes
      Patrick McKenzie‏ @patio11 Apr 8
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      Replying to @kevinakwok

      In fairness the last few months have been a bit busy.

      10:29 PM - 8 Apr 2020
      • 12 Likes
      • Learner codingAlong James Burns Peter Burns Motherwell Connor Jacobsen Michael Bracklo 🏡 Philippe Andrew Reed
      1 reply 0 retweets 12 likes
        1. Kevin Kwok‏ @kevinakwok Apr 8
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          Replying to @patio11

          haha, fair. But still--concerning Ah that also reminds me of adjacent thing i was thinking about i should send you note on

          0 replies 0 retweets 0 likes
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