JabroniCoin.USD @TheBenSchmark Twitter profile

Pinned Tweet

JabroniCoin.USD

4 months

A high ROE DuPont breakup would be composed of one entity with high margins, one entity with good asset turns and one stuffed with all the leverage. Some call this $DD

North Bluff Capital

@bluff_capital

4 months

$DD DuPont Announces Plan to Separate into Three Independent, Publicly Traded Companies

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Last Seen Profiles

@BDesniar

@Cryptoqide4788

@Rose33005247301

@bokeplokalmalam

@AdamDipper

@bokeplokalmalam

@citalopramstoic

@minehead_at

@WatchdogTh96012

@jarang_kelonz

@DEXWireNews

@nasahqphoto

@BinorRaja

@immigrationgirl

@p0n_t4_

@Haechanbestboy1

@ijyXJ43Fu5vOBVn

@IIdentityS3

@sloppy_bankroll

@indianembassy

@AggLoh

@MRuzafa

@akaratammi

@NakalSokmo46701

@BiNHoOkAtS129

@MinhaOzbu

@MellaUBA

@Jim_Banks

@echeoqhai

@AlvinWibowo

@Firstmanagram

@petrmottl

@JJRodgers15

@bokeplokalmalam

@daniela_rv1

@aidenvoyles2024

JabroniCoin.USD

@TheBenSchmark

3 years

Every time you buy a plane ticket, you are RENTING from an airline, and *literally* throwing away money. With interest rates so low, there is no good reason not to buy your first plane and build equity. #Planeowership is an investment and a lifestyle.

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JabroniCoin.USD

@TheBenSchmark

3 years

Which companies exemplify this?

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@TheBenSchmark

3 years

Nice. Just nice. $PLUG

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JabroniCoin.USD

@TheBenSchmark

2 years

Financial obligations (rent, mortgage payments, taxes, auto lease) as a % of disposable income are significantly lower than in past periods, driven in part by strong wages. While I’m bearish on some consumer demand driven stocks, I have to consider this…

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JabroniCoin.USD

@TheBenSchmark

3 years

Now imagine this inside a tiny sewer tunnel with cars ahead and behind...

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JabroniCoin.USD

@TheBenSchmark

4 years

If you’re 40, Covid is 5x more lethal than the flu. If you’re 60, it’s 14 times more lethal. Just The Flu bros should read just-this-figure... H/T @GidMK

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JabroniCoin.USD

@TheBenSchmark

2 years

Sentiment check. Many are asking…

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JabroniCoin.USD

@TheBenSchmark

3 years

Negative revenue. Very nice, impressive. Now let’s see the cash burn. $WKHS

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JabroniCoin.USD

@TheBenSchmark

4 years

**BITCOIN MAY REPLACE DOGS, CATHIE WOODS SAYS: DJ

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JabroniCoin.USD

@TheBenSchmark

3 years

More like Debit Suisse, amirite?

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JabroniCoin.USD

@TheBenSchmark

6 years

Bears say $TSLA is not worth much in a liquidation. This is ridiculous. Can you imagine how valuable the Tesla customer list would be to a Nigerian prince?!

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JabroniCoin.USD

@TheBenSchmark

4 years

Typical He Said, Xi Said

CNBC Now

@CNBCnow

4 years

BREAKING: Jack Ma is not missing. The Alibaba founder is laying low, sources tell @DavidFaber .

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JabroniCoin.USD

@TheBenSchmark

4 years

Should have drawn their revolver

*Walter Bloomberg

@DeItaone

4 years

REMINGTON COULD FILE FOR CHAPTER 11 WITHIN DAYS, SOURCES SAY

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JabroniCoin.USD

@TheBenSchmark

4 years

ESG funds

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JabroniCoin.USD

@TheBenSchmark

4 years

@SahilBloom @GavinSBaker I tried this with Lockheed Martin, but some folks in black suits showed up at my door

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JabroniCoin.USD

@TheBenSchmark

3 years

Cool list of very stable and legit companies. Let’s investigate the short-sellers who helped expose them!

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JabroniCoin.USD

@TheBenSchmark

2 years

“Elon reached out to me to get hold of that script and it became apparent very quickly that he didn’t understand coding as well as he made out. He asked, “How do I run this Python script?” Crikey! Is this true @elonmusk ?

Dogecoin co-creator says Elon Musk is a grifter who doesn’t know how to run basic code

The creator of a memecoin-turned-top cryptocurrency says his interactions with Elon Musk didn't impress him, and predicted that crypto is still headed for a big crash.

www.crikey.com.au

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JabroniCoin.USD

@TheBenSchmark

5 years

Tesla: Forging the Future of Transportation, one capital raise at a time

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JabroniCoin.USD

@TheBenSchmark

4 years

Imagine in 1920 you perfectly predicted the massive growth global car use and airplane travel. And then bought a bunch of auto manufacturer and airline stocks. Demand growth != economic profits. From a classic of the 1999 internet bubble.

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JabroniCoin.USD

@TheBenSchmark

3 years

Elongate: the video #TheranosOnWheels

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JabroniCoin.USD

@TheBenSchmark

2 years

@elonmusk Interesting … now pay 30%

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JabroniCoin.USD

@TheBenSchmark

5 months

Leon Shaulov on $GOOGL: “Right now it’s an AI loser & trades at a cheap multiple. Our job is to look out 9-12 months… if this company cut some costs, they’re now an AI winner with a better opex structure, growing 20% trading at 24x $9.50-$10… plausible. That’s 70% up from here”

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JabroniCoin.USD

@TheBenSchmark

4 years

@Coyoteblog That's gneiss!

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JabroniCoin.USD

@TheBenSchmark

9 months

One of the top 5 public company earnings call interactions I can recall. Worth reading in full. Batman appearances and the Four Corners (FCPT) moments were good too. Share any other transcripts of note in the replies.

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JabroniCoin.USD

@TheBenSchmark

3 years

Mary Cummings @missy_cummings is an actual engineer, not a jabroni who just plays one on twitter

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JabroniCoin.USD

@TheBenSchmark

1 year

@DrunkenAnarchi1 @GadSaad @elonmusk @joerogan @RichardDawkins Yes, scientists and researchers often have back and forths in normal course of their profession. A scientist debating a charismatic charlatan and politician is counterproductive to furthering knowledge or arriving closer to the truth

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JabroniCoin.USD

@TheBenSchmark

3 years

Norway’s oil consumption has been roughly flattish for years despite significant EV adoption. 2021 will be an interesting datapoint, too…

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JabroniCoin.USD

@TheBenSchmark

2 years

@rabois @mr_skilling Keith, on the call you were repeatedly babbling about “gross margin” and “contribution margin”. You yourself have pointed out that gross margin is not a good metric, and that free cash flow (severely negative at OpenDoor) is the most important.

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JabroniCoin.USD

@TheBenSchmark

6 years

High on your own supplier

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JabroniCoin.USD

@TheBenSchmark

3 months

Since the Roger Federer speech is making the rounds, time to revisit @mjmauboussin skill-luck continuum & the inputs that go in. Tennis is notably on the other end of the continuum than investing: a game of small skill edges translating like clockwork to large outcome changes

JabroniCoin.USD

@TheBenSchmark

1 year

@JerryCap @VAntonFreeman Of course there will be *some* luck in any investment track record. As there is in many activities and sports. The question is can it be be disentangled from skill. And the short answer over significant time period and number of bets is yes. H/T @mjmauboussin

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JabroniCoin.USD

@TheBenSchmark

4 years

Is Chapter 11 frequency measured in hertz?

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JabroniCoin.USD

@TheBenSchmark

2 years

@typesfast Lol k. Looks like incontrovertible proof that seed oil consumption leads to amazing health. Haunting indeed…

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JabroniCoin.USD

@TheBenSchmark

2 years

@DanielSLoeb1 No idea

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JabroniCoin.USD

@TheBenSchmark

4 years

ROIC by Industry from McKinsey. Most industries are mediocre. Some industries skewed by denominator effects on invested capital Eg defense.

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JabroniCoin.USD

@TheBenSchmark

6 years

“When the drugs change, I change my mind. What do you do, sir?” —Elon Musk

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JabroniCoin.USD

@TheBenSchmark

3 years

Evergreen $FB $GOOG

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@TheBenSchmark

2 years

@kevinnbass

JabroniCoin.USD

@TheBenSchmark

2 years

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JabroniCoin.USD

@TheBenSchmark

3 years

@RayDalio Ray, in the spirit of radical transparency, why does Bridgewater own Daqo Energy $DQ which the US government has added to its entity list for human rights violations and the use of Uyghur forced labor?

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JabroniCoin.USD

@TheBenSchmark

2 years

Love that “COMP” has the highest SBC

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@TheBenSchmark

6 years

What’s going on with Tesla used car prices? 🚗🍋📉 $TSLA

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@TheBenSchmark

2 years

“When they choose not to allocate to Bitcoin, that is a deeply political choice, and we need to be pushing back against them,” Thiel said. Lol, so ultralibertarian is butthurt about people choosing things? Smells like freedom to me…

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JabroniCoin.USD

@TheBenSchmark

2 months

The S&P500 is up 42% and Nasdaq up 64% since Stan Druckenmiller warned of a decade-long flat market 😬

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JabroniCoin.USD

@TheBenSchmark

3 years

Worst Fintwit accounts 1 @Keubiko 2 @NoonSixCap 3 @cablecarcapital 4 @ShitFund 5 @valueterminal 6 @NickatFP 7 @hackcelerity 8 @SuperMugatu 9 @Upper20sStCap 10 @mr_skilling 11 @LongShortTrader 12 @John_Hempton 13 @PlanMaestro 14 @DeadLiftCapital 15 @goodetrades 16 @MidwestHedgie

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@TheBenSchmark

3 years

Is the CCP a hedge fund? Because it is engaging in some serious ladder attacks

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JabroniCoin.USD

@TheBenSchmark

2 years

How it started; how it’s going

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JabroniCoin.USD

@TheBenSchmark

2 years

How it started; how it’s going $SHOP edition

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JabroniCoin.USD

@TheBenSchmark

3 years

Good time to remember that Elon Musk once suggested that a sniper from ULA may have caused one of his rockets to explode into a fireball 🚀 🔥

Implication of sabotage adds intrigue to SpaceX investigation

After rocket explosion, company wanted a look at competitor’s roof.

www.washingtonpost.com

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JabroniCoin.USD

@TheBenSchmark

4 years

@JasonTuatara @RichardKeppler1 @elonmusk Panic about the quality of a tent-built car is dumb

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JabroniCoin.USD

@TheBenSchmark

3 years

Bloomberg terminal: The great user interface of Interactive Brokers, but at the attractive price of Louis Vuitton

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@TheBenSchmark

5 years

“Organic farming is sustainable. It sustains poverty and malnutrition.” —C. S. Prakash, Professor, Plant Molecular Genetics @AgBioWorld

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@TheBenSchmark

1 year

"Bond market pricing in recession; equity market pricing in AI." —Goldman Sachs

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@TheBenSchmark

2 months

Bernstein: “while Gen AI is going to have a meaningful on the industry, we do not believe the level of expectations are in fact correct” “Software vendors are starting to use alternative chips especially for inferencing” $AVGO

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JabroniCoin.USD

@TheBenSchmark

6 years

$TSLA suppliers, at what point does the creditworthiness of your customer and potential inability to raise capital matter? Is demanding cash-on-delivery (COD) prudent practice by your CFO?

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JabroniCoin.USD

@TheBenSchmark

5 years

Gentleman & pun-artist @ElonBachman has been nuked ostensibly for a tweet crediting @elonmusk His work on compiling a record of global $TSLA fatalities draws the ire of transparency foes. If you have esteem for the truth & transparency, please RT 🚨🚨

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@TheBenSchmark

6 years

@GPCaerphilly Just speed holes

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JabroniCoin.USD

@TheBenSchmark

4 years

WorldCom: one of a number of companies that had real products (literally helped build the internet) but was a massive fraud. Addresses my “but I’m using the product so it’s not a fraud” pet peeve. “A stock chart that might look familiar today” H/T @InvestorAmnesia @WallStCynic

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JabroniCoin.USD

@TheBenSchmark

3 years

True synergy would be Apple buying Nautilus for just $170m and adding the iPads…

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@TheBenSchmark

4 years

The Gregory Zuckerman book kiss of death. 2009: John Paulson 2013: Frackers and shale 2019: Rentech and quants? 😬😬😬

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JabroniCoin.USD

@TheBenSchmark

4 months

Never ignore a company giving out free eggs to shareholders $VITL

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@TheBenSchmark

4 years

What a week for grifters! Imagine the FOMO that Elizabeth Holmes, Martin Shkreli, Robert Sillerman and @mr_skilling must have had...

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JabroniCoin.USD

@TheBenSchmark

1 year

@WallStCynic The chutzpah doesn’t end there. Imagine being a SPAC promoter and VC who wrote checks to private companies that could IPO at 100x sales, and still whining about interest rate policies of the past 5 years…

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@TheBenSchmark

4 years

This is messed up. Is this true @elonmusk ?

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JabroniCoin.USD

@TheBenSchmark

6 years

@CAndreiCosmin @sapinker @elonmusk @zacharykarabell @WIRED Tesla & Theranos: ✅ Cult of personality CEO ✅ Raise capital w/ misleading claims ✅ Culture of deception ✅ Beta-test on customers risking health ✅ Sell non-existent product/features ✅ Enabled by weak BOD ✅ Claim to save the world ✅ Stifle critics & target whistleblowers

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@TheBenSchmark

6 months

Is $GOOGL search broken or humming along? (Via Bernstein)

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@TheBenSchmark

3 years

The Lyin’ King

Elon Musk

@elonmusk

4 years

ur welcome

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@TheBenSchmark

6 years

The @SEC_Enforcement asks $TSLA some interesting questions... regarding > “Source of orders placed” > Number of reservations/cancellations > Use of deposits > Destruction of documents

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@TheBenSchmark

3 months

Hybrids outselling BEVs globally. Nature is healing.

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JabroniCoin.USD

@TheBenSchmark

1 year

Study failure: About 44% of stocks experienced “catastrophic loss” (an unrecovered 70% decline). 42% of stocks displayed negative returns, and 2/3rds negative alpha. Forget ten-baggers. Seek and short 0.3 baggers! It seems rather imprudent to own a stock 🤷‍♂️ Source: JP Morgan

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JabroniCoin.USD

@TheBenSchmark

1 year

@kevinnbass It literally says up top: “blog is specifically about respirators used by healthcare workers during long shifts and *not* facemasks worn as barrier control to stop the spread of COVID.” Why did you omit that?

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@TheBenSchmark

1 month

Stacy Rasgon: $INTC “setting a new record for worst we’ve ever seen” Stock “seems un-ownable”

JabroniCoin.USD

@TheBenSchmark

8 months

Needham downgrades $INTC 1) uncompelling risk/reward 2) DCAI challenged by competing architectures & direct comps 3) Management aggressive (no way!) on PC TAM 4) margin expansion challenged 5) unattractive valuation

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@TheBenSchmark

3 years

Federal Reserve online debit rule change proposal requiring at least two unaffiliated network routing options. Could benefit $FISV and $PYPL, at the expense of the networks $V & $MA? H/T 🔒 Placebo

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JabroniCoin.USD

@TheBenSchmark

2 years

A number of IPOs in the last decade have used the “Up-C” structure. A presentation in which a law firm which appears to say it is a value transfer from dumb public investors who don’t do the math to insiders…

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@TheBenSchmark

4 years

@kenklippenstein This, from Musk’s first wife, is an illuminating read

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JabroniCoin.USD

@TheBenSchmark

2 years

Sentiment check

Alex Morris (TSOH Investment Research)

@TSOH_Investing

2 years

Terry Smith, 1H 2022 letter: "The FCF yield on the portfolio, which had ended 2021 at 2.7%, increased to 3.6% at the end of June 2022. This means that in the space of six months, the valuation of the portfolio has declined all the way back to where it was at the end of 2017."

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@TheBenSchmark

6 years

Elon's razor: Never attribute to 4-D Chess that which is adequately explained by drug-addled duplicity $TSLA

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JabroniCoin.USD

@TheBenSchmark

5 years

Petition to call COVID-19 a Gigavirus

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@TheBenSchmark

2 years

Hearing Spruce Point is dropping a short report on $KDP Apparently the degree is fake, and he is in fact just a Mr. Pepper.

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JabroniCoin.USD

@TheBenSchmark

3 months

Small caps have been more expensive than large caps for years accounting for FCF, negative earners, & leverage. The R2000 is such a crappy index that annually a group of pump & dumps vie to get enter the index in a grotesque exit liquidity ritual known as the “Russell Rebalance”

JabroniCoin.USD

@TheBenSchmark

10 months

@WaterworldCapi1 @pekwat I think the Russell2000 was demonstrably expensive prior to the drawdown, as I have tweeted with data for years. And besides what I think, Joel Greenblatt who knows a thing or two about valuation was been sharing similar data for years

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@TheBenSchmark

6 years

Hey "sanctimonious journalists" so many Tesla angles for public interest in plain sight. Retweet, fact-check & collect prize $TSLA 1 Is Tesla the "safest" car? 2 Did TSLA defraud CA state w/ bat swap($300m)? 3 Lemon lawsuits 4 Open SEC investigation? 5 AP fraud Lawsuits settle

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@TheBenSchmark

4 years

The @FT started reporting on Wirecard in 2015, and @RodBoydILM in 2018. I would like to point out that they both have also reported on shenanigans at the Brookfield complex, SIRF as early as in 2013. A house of cards? Buyer beware. Mini-THREAD 1/n

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JabroniCoin.USD

@TheBenSchmark

4 years

If you didn’t get on a 30 Under 30 list and don’t like how you don’t have great career opportunities, I have no sympathy for you. Personal accountability. And if you have kids and they aren’t on the 15 Under 15 list- their failures are your fault. Deal.

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@TheBenSchmark

4 years

This is what an appropriate father-son relationship looks like

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JabroniCoin.USD

@TheBenSchmark

5 years

To understand why Tesla’s fraud might be bad for environmental causes in the long run, imagine this: You came up with a truly innovative idea or genuine product for easier & cheaper blood tests. How much harder has Theranos made it for you to get funded? Or just run experiments?

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@TheBenSchmark

2 years

I did this for a case study on Lockheed Martin, and now I’m on the No-Fly List

Alix Pasquet

@alixpasquet

2 years

The first reason is not to lose money or your job. I have seen analysts get fired because they did not do simple field work confirming or disconfirming their thesis. Love the attached anecdote (8 years ago) from Stanley Druckenmiller on why he fired one of his money managers.

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@TheBenSchmark

9 days

Didn’t realize the Wells analyst was the only one on the Prospect call. You can’t have $PSEC without SEC

junkbondinvestor

@junkbondinvest

10 days

Nice, friendly exchange between $PSEC's CEO and a WFC research analyst on today's earnings call 😅🤣

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@TheBenSchmark

3 years

Cathie Wood & Michael Burry have opposite world views, but they somehow both end up owning the crappiest companies. Wood: Workhorse, Vuzix, Wirecard, Tesla, Blade Burry: Men’s Wearhouse (Tailored Brands), Geo Group, CoreCivic, Occidental Petro, Lumen (Centurylink), Golden Ocean

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@TheBenSchmark

5 years

@elonmusk @SnazzyQ @PhenomenalPoto @aaronjleonard @tailosivetech This is what the SEC said in charging Theranos with fraud. #TheranosOnWheels 🚗🍋

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@TheBenSchmark

3 years

How the blockchain could have prevented the Suez canal debacle. A thread 1/n 👇

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@TheBenSchmark

3 years

Anybody surprised that Tesla is impulsively removing radar, lumbar support and other parts/features hasn’t been paying attention. $600bn market cap, but still a fly-by-night operator...

JabroniCoin.USD

@TheBenSchmark

5 years

A company that will decide if *Parts* are needed based on the CF of that month. Parts! Rent! Salary!$TSLA taking care of all the stakeholders in their flywheel of fraud. Parts: Customers, suppliers, insurers🙌🏽 Rent: landlords & creditors🤝 Salary & travel expense:employees🤞🏽

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@TheBenSchmark

1 year

SPACs: truly awful. Except for promoters, underwriters, lawyers and execs…

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@TheBenSchmark

3 years

If there was a poker game in town that I was sure was RIGGED by folks with money, power and influence… I would, I dunno maybe, skip that game…

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@TheBenSchmark

2 years

Technology is inflationary

Bryant Suellentrop

@SullyBusiness

2 years

DocuSign telling us we need to go from paying them $500/yr to $2,000/yr. What's the best alternative?

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@TheBenSchmark

11 months

Todd Combs: Michael Lewis “is literally one of five smartest people I’ve ever met in my life” 😬

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@TheBenSchmark

6 years

@WallStCynic @MarkAWoolard @ellec_uk @markbspiegel Dunning-Kruger is strong with software engineer types

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@TheBenSchmark

5 years

@NTSB_Newsroom This autopilot fatality occurred in China. I wonder if a preliminary report on it will be released anywhere #TheranosOnWheels

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@TheBenSchmark

11 months

Palm Valley on small caps: > S&P600 non-financial not that cheap: 4% FCF yield, 20x EV/EBIT > Russell2000 $IWM filled with unprofitable & levered trash: hard to compare to S&P500 > small cap earnings has (cyclically) surged (over-earning) > R2K Indistrials valuation near ATH

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@TheBenSchmark

3 years

👌🏼

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@TheBenSchmark

3 years

Teflon Jeff: on the board of Valeant, then Nikola

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@TheBenSchmark

1 year

Decades of increased (ICE) car and gasoline use in California; yet pollution has been reduced by 97%. Reasonable regulations 🤝 capitalist response and private technological innovation?

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@TheBenSchmark

2 years

Elite grifter dumping his bags to populist jabronis

JabroniCoin.USD

@TheBenSchmark

2 years

“When they choose not to allocate to Bitcoin, that is a deeply political choice, and we need to be pushing back against them,” Thiel said. Lol, so ultralibertarian is butthurt about people choosing things? Smells like freedom to me…

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