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KiloRomeo 1 point ago +1 / -0

I've seen a lot of his stuff and I didn't come to this same conclusion. He does tend to present information that we've already come to consensus on as though it's his idea- this is sort of irritating. But, he does a good job explaining economic and medical concepts in every common language so he's worth following and sharing imo.

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KiloRomeo 3 points ago +3 / -0

They'll loot the stores first. That's the what happens in SF. That's the warning to get organized.

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KiloRomeo 3 points ago +3 / -0

Do what they do: eject them for interfering with democracy lol. Also, we need more if this, we need to go on the offensive. Next up: criminal cases against those who imposed illegal mask mandates.

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KiloRomeo 3 points ago +3 / -0

This is like a child crying about winning a game until you give in abs then later they go around bragging about it

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KiloRomeo 3 points ago +3 / -0

There's something called the Hoffman effect. Ie means we can't study it discuss a topic edit having some impact upon the outcome. In this case, a positive impact it seems.

by pkvi
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KiloRomeo 3 points ago +3 / -0

It's a redistribution strategy. They disguise it using phrases such as "affordable housing" which actually drive up prices through stratified zoning laws

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KiloRomeo 12 points ago +12 / -0

And what's up with Oregon? They start all the forest fires too. Src/https://youtu.be/Ieb22ok2INA

EDIT: Headline should say "food processing plants" not "did processing plants" lol

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KiloRomeo 4 points ago +4 / -0

BTFD peasants

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KiloRomeo 1 point ago +1 / -0

Just because they can make up a compelling scenario doesn't make it likely more applicable. Just as easily could be solved by, for example, fighting crime and supporting adoption.

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KiloRomeo 4 points ago +4 / -0

Simulation theory and all it entails. How do we break out?

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KiloRomeo 1 point ago +1 / -0

If I have to pay more to maintain something than it's worth then what would you call that? As an investor, I'm not interested in that bo matter the ledger tricks employed

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KiloRomeo 2 points ago +2 / -0

And their platform is only worth the present value of a decaying series of cashflows. They have to continue to scale faster than the erosion or growth becomes decline. Yet their valuation seems to assume this game can continue forever.

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KiloRomeo 1 point ago +1 / -0

I'm not communicating my point very well it seems. The value of the platform approaches $0 much more quickly than the lofty PE ratios seem to justify. Within a few years they become liabilities. Yet they spend hundreds of millions per years on salaries to build them. If they are only worth their media library licenses scaled to their audience then their PE ratios should be similar to the duration of these contracts (ie ~10 not ~30+). Same is true for software such as windows where there's a need for constant improvements/updates. It's this pattern that I see throughout tech sector.

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KiloRomeo 1 point ago +1 / -0

This basically proves my point. If it's only their catalog that has value at this point, then we're admitting 100% devaluation of the platform they built.

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KiloRomeo 1 point ago +1 / -0

Yeah definitely if you can see the shape of things unfolding you're able to prepare

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