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modest proposal

@modestproposal1126k followers

I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection.

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Posts 99 posts
#DatePost↓ OutlierViewsLikesRepostsBookmarks
1May 3, '255,502,284%68.3×1.3M1.7k232308
2Mar 14, '23Zuck with an open letter to every company in tech: "Since we reduced our workforce last year, one surprising result is that many things have gone faster" "Indirect costs compound a59.3×1.2M2.3k235733
3Mar 7, '25every single thing about this is stupid including the finale49.4×960k3.3k388456
4Nov 25, '24Bessent says 40-50% of tariffs is offset by increase in the currency, and exporters choose to eat some of it, so not 1 for 1 pass through. More important: "we are trying to make Ch46.7×907k767113598
5Jun 4, '24Honestly I could caption this picture all day. I'm not sure I've ever seen a more iconic image capturing the current moment.42.1×817k1.7k124449
6Aug 25, '23Lots to chew on in Instacart S-1, but was curious what people make of this. Their Snowflake bill was $13M, $28M, $51M in 2020/21/22. 2023 bill will be $15M. Is that just "optimizat39.3×762k71445230
7Oct 26, '25I’m begging people to go back and read the contemporaneous reporting of the housing market from spring of 2005 to mid 2006. It was meticulously documented by the mainstream press h38.8×753k2.5k256633
8Apr 6, '25"Companies are double-checking the numbers on planned factories, or halting them altogether."31.2×606k898251183
9Oct 21, '24Goldman strategists calculate a 72% probability that 10 year treasuries outperform the S&P 500 over the next decade28.1×545k2.9k4001.8k
10Mar 23, '23my favorite part of reminiscence of a stock operator is when Livermore writes that if banks are crashing he would just rotate into software and semis and wait it out26.9×522k1.4k13674
11Sep 6, '16This anecdote from the Comedy Central roast of Trump is almost too perfect23.9×08.3k4.7k0
12Jun 12, '23Destroys highest value part of Twitter. Magic of this place is when someone you don’t follow sees a tweet of yours they like and starts a conversation in DMs. I’ve made more connec22.7×441k5626325
13Apr 19, '25Yale is rumored to be selling a $6B PE portfolio. As of June 2024, the endowment was $41.4B, so it’s roughly 15% of the endowment for sale. The last time I can find a disclosure of22.7×440k75890319
14Oct 25, '25Very clear messaging by Bessent21.2×412k1.9k195573
15Sep 5, '24Uber: from venture backed startup to IPO to issuing 30 year bonds at 5.35% to buy back tons of stock. Truly the American dream.18.9×367k1.5k100162
16Jun 5, '25amazingly, "dont pick a fight with a narcissistic billionaire who owns their own social media site" isn't specific enough18.5×359k17k963500
17Oct 24, '25Xi calling TikTok “spiritual opium” goes so hard if you really think about it17.4×337k3.5k359576
18Jun 27, '25Peter Thiel says his rough place holder for the impact of AI is inline with the internet, maybe adding 1 percentage point to GDP growth every year for 10-15 years.15.8×306k1.2k73389
19Apr 11, '23What should be valued higher: a business with recurring revenue and high margins or software?15.6×303k1.1k4626
20Aug 8, '25Gas stations are convenience stores Auto dealers are lenders Ecommerce sites are advertising networks Restaurants are alcohol distributors14.5×281k2.1k172623
21Dec 6, '22gonna start a thread of bonkers pandemic era charts14.1×08.1k400895
22Feb 28, '24Sometimes politics is so insane you can only marvel. CA legislator in their infinite idiocy passes $20 min wage for fast food. Panera franchisee and Newsom benefactor argues for an13.7×267k1.2k157111
23Feb 2, '24Incredible addition to META risk factors: "Mr. Zuckerberg and certain other members of management participate in various high-risk activities, such as combat sports, extreme sports13.1×255k8546372
24Jan 16, '19WeWork used artificial intelligence to learn that people drink coffee in the morning so they should hire a barista12.3×05.2k1.3k118
25Dec 20, '24not a real company in sight, one of the greatest leader boards ever12.3×238k1.2k88312
26Apr 5, '23Every article or research report I see saying how AI is going to lead to huge cost savings for businesses as they are able to remove labor and inefficiencies, making them structura11.6×224k71567221
27Jan 22, '24Morgan Stanley "only" values Tesla's auto business at $230B. It values Tesla's robotaxi not actually a business at more than the auto business and around 2x Uber. Something called 11.3×219k59860143
28Mar 3, '25Bernstein models that 25% tariffs on Canada and Mexico adds $2700 per car, would wipe out 65% of GM's FCF, and lead to lower profits and lower investment in the US.10.3×200k1k235283
29Oct 27, '25Greatest anecdote in Bloomberg history10.2×197k1.2k47315
30Sep 30, '25View post on X9.8×191k69393447
31Mar 14, '25I appreciate this energy. Get drunk. Haze your customers. Give them the hard sell.9.2×179k1.6k51418
32Nov 12, '25This might be the best interview of Nadella. Very tough and direct questions but totally fair and warranted. Nadella's answers shine light not just on Microsoft's business model ev8.2×159k71952588
33Jul 13, '17Holy shit the transcript is real he really said the wall needs to be transparent so you don't get hit in the head by 60 pound bags of drugs8.1×02.4k1.2k2
34Apr 26, '23I love Google so much. They embarked on a project called the Great Search Shift and ended up rounding the corners on some images and videos7.9×154k6584473
35Nov 1, '24a french bank trader taking an outsized position in illiquid markets and blowing up? there's a first time for everything.7.6×147k1.8k8183
36May 13, '24It’s not TV, it’s the NFL7.0×137k73228106
37Apr 23, '25Chase card spend by category in April is wild. Airlines down 9%, lodging down 3.8%, overall T&E negative, restaurants and grocery up .5-2%, and wholesale and discount stores up6.9×135k90396332
38Nov 28, '23"I'm right and you're smart, so think on it for a few minutes and you'll agree with me" RIP Charlie Munger. One of a kind.6.8×131k1.5k163154
39Apr 22, '25Thing I learned from @Lingling_Wei newsletter: "The only instance in recent memory when a Chinese leader initiated contact with an American leader occurred on Sept. 11, 2001, when 6.8×131k686134214
40Sep 7, '24Best quarterly letter ever6.7×131k9785747
41Mar 21, '25call it whatever you want, but this is insane6.3×123k9995320
42Jul 1, '24Pretty crazy chart6.2×121k60963273
43Feb 19, '25Andreessen on Deepseek is good and gets to why it matters more than just the cost of the final training run5.6×108k737751k
44Feb 28, '25Don't blame me I just voted for [crypto, tax cuts, deregulation, insert insignificant personal policy preference] not the destruction of the institutions and order that provided th5.4×105k2.8k251191
45Jul 25, '23what an absolutely perfect paragraph5.3×103k6894643
46Nov 29, '23Around 2016, an acquaintance asked which person, in a long life, he felt most grateful to. “My second wife’s first husband,” Munger said instantly.4.9×94k9137582
47Apr 11, '25what time is the leak that people are front running4.7×90k7604528
48Jul 27, '19Just finished rereading Netflixed. Good quick tale of the founding through Qwickster. Renewed appreciation for how farsighted and bold Netflix was. At almost every decision point, 4.6×01.7k361415
49Mar 12, '20Trump can stay irrational longer than you can stay solvent4.2×02.3k38524
50May 17, '17As incompetent and inept as I thought Trump was, I would've taken the over on a special counsel named by 120 days. Stunning achievement.4.1×02.1k4730
51Sep 5, '15Q: Should everyone learn to code. A: "No. People should learn to think"4.1×01k1k0
52Feb 2, '25I don’t know how many times I’m going to post this the next four years but my guess is a lot3.8×74k1.2k8377
53Apr 6, '25The important thing is a bunch of people who should’ve known better will learn their lesson and won’t vote for him next time3.2×63k5592521
54Sep 30, '20There’s no way I could watch, but every comment that in any way equates the two is absurd. One is a politician, a decent person, who is old but so what. The other is a dangerous un2.9×01.7k20020
55Jun 1, '18On a long enough timeline, everyone sells ads2.9×01.1k141292
56Feb 28, '25absolute fucking disgrace2.9×55k9082511
57Jan 29, '21Retail investors whose trades are routed to Citadel were net sellers of the stock on the week through yesterday.2.7×01k213150
58Jan 15, '21FANGM is dead, some charts2.6×01k92310
59Mar 2, '25They're pumping the wrong bags is one of the funniest things I've seen on here in a long time. Sure it's real last days of Rome vibes, but undeniably hilarious.2.4×46k6474525
60Apr 25, '181/ This article is fantastic. Touches on so many of the themes I've been thinking about over the last few years in ecommerce and physical retail. Rising CAC, stores as acquisition 2.3×0788179225
61Nov 13, '18I love the instructions now at airports to find the Uber pickup areas. Take the rope swing across to level 2, repel down to the ground floor, cross the snake pit, and you’ll see th2.2×01.2k1757
62Mar 21, '20The risk to the size of the stimulus bill is so asymmetric it’s maddening. Assume it’s 3T or $4T. What’s the risk? After living through this cycle, worrying about a bond market cra2.2×098919676
63Mar 15, '20We are likely witnessing the biggest nominal demand shock in the shortest period of time in our lives so it’s almost certain whatever is done is both unprecedented and too little. 2.2×01.2k18332
64Jan 3, '18This is one of the best anecdotes of behavioral psychology I've ever read2.1×08983060
65Apr 14, '20every job is sales2.1×01.1k18544
66Aug 14, '20My view is whenever this nonsense is over, if you're under say 28 and not considering moving to NYC, you are a moron. That place is gonna go so bonkers for the first 12-18 months. 2.1×01.2k6459
67Oct 28, '19This shareholder letter from Grubhub is one of the most brutally honest management communications I've ever seen. Can read it as having two audiences: GRUB's shareholders, and the 2.0×0787124217
68Oct 30, '17Proud to live in a country where you can earn tens of millions of dollars rigging 3rd world elections but you better report it on your taxes2.0×09272650
69Jul 15, '20Real talk: if you gain control of the most important accounts in the world and only make $113K you should be arrested for being the most incompetent crook of all time. "Here's the 1.9×01.1k14516
70Aug 31, '20Departing Bernstein analyst's thoughts on investing in tech: "There is a misguided obsession in many tech circles around predicting the future of technology. In contrast, I would p1.9×0656124240
71Oct 12, '22This a pretty wild thing to say publicly1.8×092810255
72Sep 4, '20not content with destroying pricing in the private markets, Masa Son and his merry band of mispricers brought their talents to the public markets1.8×088911963
73Oct 24, '18Imagine going to work at The Onion tomorrow knowing you have to compete with this timeline1.8×08422233
74Dec 9, '16buy books1.6×06173011
75May 14, '20Latest Redfin data shows home buying demand has now fully recovered after being down 34%. Wild.1.6×061418151
76Mar 24, '20I cannot emphasize enough, businesses can't reasonably scenario plan for their entire revenue base to disappear in one month. That is not a thing. Down 30%? Sure. Down 50%? Ok, tha1.6×088310722
77Mar 3, '16Priors confirmed, now back to work everyone1.5×059519741
78Jun 9, '20GS: By every metric we track retail activity is the largest since 99/00. I have been tracking cross asset flow-of-funds for past 16-years. I could never imagine typing the followin1.5×065614340
79Feb 28, '25whoa these obviously bad people are acting badly, how would we have known1.5×29k5732111
80Aug 23, '17This by @matt_levine is exactly how I feel about crypto. Likely transformative in ways unimagined, mostly full of scams.1.5×05812372
81Mar 16, '18greatest corporate strategy slide of all time1.5×060419412
82May 13, '20Imagine there's no financials It isn't hard to do No one building anything And no travel too You may say I'm a dreamer But I'm not the only one I hope some day you'll join us And o1.5×073811831
83May 4, '20No restaurant is at the mercy of delivery apps. If the fees charged are too high, they can hire their own delivery people, have a website/app that accepts orders, and acquire custo1.4×07255946
84Mar 6, '21it’s important to understand how wrong this is and make sure it not get traction spreading misinformation. Real households in real pain are going to get real help and nothing about1.4×08356723
85Feb 4, '19Imagine there's no buybacks It isn't hard to do No way to return capital Cause no dividends too Imagine only acquisitions I wonder if you can No bankers need for hunger Value destr1.4×07679412
86Jul 28, '17Bloomberg trolling Trump 🔥🔥🔥1.3×05961821
87Nov 6, '19I think Tinder will do around $2B in revenue and $900M in EBITDA in 2021. As someone who has followed this business from day 1, that is bonkers.1.3×06038555
88Feb 26, '18😂🔥😂🔥😂1.3×05841582
89Oct 1, '21gm1.2×06969114
91Apr 1, '21The kitchen appliance industry is on notice. You have made a powerful enemy.1.2×07922419
92Oct 22, '21Forthcoming Atlantic article: "A taco truck and a twitter thread: how one man saved Christmas"1.1×0690599
93Nov 23, '20Amazing, someone at SoftBank gave the XKCD quote1.1×06295337
94Jun 10, '21There were only 21 million 2018 Honda Accords built and they are the ultimate store of value1.1×0700446
95Mar 23, '20People stuck in fucking spreadsheets don’t understand what is happening and it’s infuriating1.1×06325620
96May 29, '21Apple running targeted ads to let you know Apple gives you control over privacy1.1×06026812
97Nov 9, '20My god this lede. Frame it. Save it for all eternity. It is the chef’s kiss of written words. The last sentence alone deserves a Pulitzer.1.0×05686139
98Jun 8, '22A+ headline1.0×06503111
99May 18, '21hell hath no fury like a boomer finding out the dividend's getting cut1.0×0655237
100Jan 7, '21ROBINHOOD IS SAID TO WEIGH SELLING SHARES TO CLIENTS IN IPO1.0×0616319

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