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@SowingAlphaSeed "@theShedsLars @orrdavid"
X Link @SowingAlphaSeed 2025-10-15T13:16Z XXX followers, XX engagements

"@orrdavid Pretty much"
X Link @SowingAlphaSeed 2025-10-09T01:00Z XXX followers, XXX engagements

"Tried to use deep research to come up with brief bull and bear cases for stocks. Seems to always give the bull case a XX% probability and always give the bear case a XX% probability. $9435 $ISSC $VAL"
X Link @SowingAlphaSeed 2025-08-05T17:12Z XXX followers, 1749 engagements

"I disagree with guns. I live near one of the more dangerous cities in America and it really sucks relative to living in London where I felt completely safe. Not one of my strongest held opinions though can see/understand the other side of the argument. Agree on the rest of the points. Not sure how taxing unrealized gains can work in practice but agree with the general idea of preventing excessive deferral of taxes"
X Link @SowingAlphaSeed 2025-10-13T00:21Z XXX followers, 1276 engagements

"I just think the 'Buffett rule' is outdated given the level of globalization and I've wanted to see these charts for awhile. Couldn't find them anywhere so I finally made them. I think world mkt cap blowing through XXX% of world GDP is the most interesting. US Mkt Cap / World Mkt Cap This one is in the bottom chart"
X Link @SowingAlphaSeed 2025-10-14T14:42Z XXX followers, XX engagements

"@leveragedbets That is not an accurate value for the actual expense ratio. SEC regulations for publishing expense ratios are non-sensical if you have short positions especially ones that pay large distributions. The real management fee is 1.3%. See @orrdavid's pinned tweet"
X Link @SowingAlphaSeed 2025-10-13T15:55Z XXX followers, XXX engagements

"@Fabian_v4 I'm very long the $ORR ETF. $9435 Hikari Tsushin is a berkshire-esque company that invests in tons of small companies so is somewhat like a leveraged small japanese value ETF"
X Link @SowingAlphaSeed 2025-09-16T18:57Z XXX followers, XXX engagements

"@orrdavid One interesting counterexample is Sri Lanka. I have a Sri Lankan friend and his extended family is scattered around the globe because his people (Tamils) were killed en masse by the Buddhist majority"
X Link @SowingAlphaSeed 2025-10-09T01:55Z XXX followers, XXX engagements

"Small caveat that the last datapoint is based on my estimates because I couldn't find values past 2024. Assumed X% GDP growth and used Wilshire 5000 and $VT total returns for extrapolating market cap"
X Link @SowingAlphaSeed 2025-10-14T13:30Z XXX followers, XXX engagements

"@theShedsLars @orrdavid I gather there are X main keys to shorting: X. Don't short equities that don't trade on fundamentals (unless you have the ability to identify a catalyst and have done so). X. Short a large number of stocks so each position size is small and the bets are diversified"
X Link @SowingAlphaSeed 2025-10-15T13:23Z XXX followers, XX engagements

"@jasonpowell00 My dad opened a dispensary when medical was first approved in my state. It minted cash. He sold it when recreational was legalized as the state was increasing the number of licenses a lot. Losing local monopoly status definitely hurts dispensaries"
X Link @SowingAlphaSeed 2025-10-10T16:53Z XXX followers, XX engagements

"@lhamtil Same but clearly seems to be a threat to Lyft"
X Link @SowingAlphaSeed 2025-10-15T10:46Z XXX followers, XX engagements

"I don't know any of the details here. 'Shark' just seems a bit harsh for sheep relative to the standards of wall street. He seems like one of the guys that takes moral integrity seriously and actually believes he's making the world a better place. But I guess pretty much anybody running a hedge fund is a shark by normal standards"
X Link @SowingAlphaSeed 2025-10-15T14:27Z XXX followers, XX engagements