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"This may be but the voting public didnt want to keep spending tax dollars ($10.5bn in 1980 is about $44bn in todays dollars against a much smaller gdp and median real income) on moon missions - whereas it could be sold on satellites (to a point)"
X Link @MartinSkold2 2025-10-20T08:38Z 6708 followers, XX engagements
"In other news how is spending $40bn on Argentina any better than spending $44bn on multiple initiatives in USAID that actually may have helped a person or two I mean I like Milei and I think Trump is doing a lot of things right but this seems unwise"
X Link @dkcrypto13 2025-10-16T21:32Z 4789 followers, XXX engagements
"$CMCSA Versant spin docs filed (timing is yearend 2025). It will almost certainly get a "melting ice cube" multiple. 1) Revenue declining at X% 2) EBITDA declining X% 3) Subs declining X% 4) $2.25bn net debt EBITDA was $4.4bn in 2019 and now $2.7bn. At 5x = $13.5bn EV less $2.25bn = $11.3bn equity value. On 3.7bn CMCSA shares out = $3/share so maybe XX% of current CMCSA share price. Maybe a good chance this gets puked into the spin. Looks like all capital allocation options will be on the table wonder where they'll take this thing over the next 3-5 years. Hmm"
X Link @valuedontlie 2025-10-10T13:12Z 11.7K followers, 3328 engagements
"I still haven't found an equity play with as much asymmetrical upside as the Bitcoin Treasuries. Market cap: Metaplanet = $4.4bn Capital B = $508mil Smarter Web = $360mil H100 = $160mil Now tell me what's the total upside for a company that is the main issuer of Bitcoin credit in a rich capital market Saylor thinks up to $X trillion. I will continue to ride the volatility because I know where this is going"
X Link @ZynxBTC 2025-10-08T05:43Z 7159 followers, 11.8K engagements