buyhighsellhigher Profile
buyhighsellhigher

@ebitdaddy90

25,969
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Ex p72/Citadel/GS. Went to a school “in Boston”. Lots of fake copycats of my acct - make sure you follow the real deal.

Joined April 2018
Don't wanna be here? Send us removal request.
@ebitdaddy90
buyhighsellhigher
3 months
if youre a white woman and cant get a $200k job you must be retarded. sorry not sorry. tech, finance firms thirsting over female hires like incels these days. just have a room temp IQ and be personable and youll get offers thrown at you.
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@ebitdaddy90
buyhighsellhigher
5 months
I feel like the most undervalued trade right now is Jewish girls. Feel like it’s gonna be like shooting fish in a barrel if you go to nyc tinder with the tagline “free Israel”. One of y’all single psychos should A/B test this niche down strat
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@ebitdaddy90
buyhighsellhigher
3 months
@prometheus233 In the world. You wouldn’t know it tho based on how loudly they bitch
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@ebitdaddy90
buyhighsellhigher
5 months
working with some private equity guys on a couple deals lately and its SUPER frustrating how these guys work v public mkts. Get bogged down by all sorts of idiotic details that dont matter at certain valuations. must be TONNES of useless work in PE, IB+consulting v2.0
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@ebitdaddy90
buyhighsellhigher
3 months
@NotKatWeegee call center
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@ebitdaddy90
buyhighsellhigher
5 months
This is a checklist for what business analysis chumps like me should avoid. Private, illiquid, not amenable to modelling. That’s why I trade in real estate and artwork. The competition is retarded, so I fit in.
@OHWallStreet
Overheard on Wall Street
5 months
Bro opened an excel at the prime age of 40 then just kept cooking for 46 years
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@ebitdaddy90
buyhighsellhigher
3 months
@AyyouEm sales ability = not fat and ugly
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@ebitdaddy90
buyhighsellhigher
5 months
@im_just_a__cow Ok habibette
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@ebitdaddy90
buyhighsellhigher
1 month
These mfers selling courses now . Following Dalio. New biz model for garbage mgrs
@Oaktree
Oaktree
1 month
We’re excited to announce the upcoming release of a new video course, “How to Think About Risk with Howard Marks.” The series will be available on Oaktree’s website and YouTube channel on September 12. Preview the introduction here:
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@ebitdaddy90
buyhighsellhigher
5 months
This roaring kitty guy really making me feel like such a fucking loser. Here I am with my stupid Bloomberg and billions in aum to manage but not even a billionaire.
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@ebitdaddy90
buyhighsellhigher
5 months
@LongShortTrader Distressed investing not my style
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@ebitdaddy90
buyhighsellhigher
3 months
Everytime i see one of Ray Dalios inane moronic posts/emails I feel really good knowing that if this bozo can hold onto $125b AuM for not performing, then why not me too?
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@ebitdaddy90
buyhighsellhigher
5 months
@spectate_or Average net worth of matches prob sky rocketed
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@ebitdaddy90
buyhighsellhigher
5 months
@ronaldtgoldman I’m already sold on the idea you can stop selling it further
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@ebitdaddy90
buyhighsellhigher
3 months
@B19farmer Marketing, sales in tech or financial industries
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@ebitdaddy90
buyhighsellhigher
5 months
Your primary residence. S&P500. Every. Single. Time.
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@ebitdaddy90
buyhighsellhigher
3 months
@Unusualmascot Ofcourse you do, that’s what you people are best at (feeling offended)
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@ebitdaddy90
buyhighsellhigher
2 months
@DegenCPA22 anyone with the title CPA in their name does not deserve to have any opinions on social class. sorry i dont make the rules.
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@ebitdaddy90
buyhighsellhigher
4 months
You’re doing it wrong if you do more work and it looks better and better instead of worse and worse
@Kreuzmann13
Kreuzmann
4 months
Researching a stock for 1.5 months now. The greatest things are hidden. At first I thought 100% upside possible but I was’t sure. Now I think 500% upside possible and still trying to weight probabilities. The difference between putting 5% pft into 20% and ultimate wealth maker.
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@ebitdaddy90
buyhighsellhigher
4 months
@Seawolfcap It wouldn’t work with a real company. Thats the point.
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@ebitdaddy90
buyhighsellhigher
3 months
Buyside analysts are the same, but with 10Ks and no career prospects if they leave their seat.
@llamapuckey
llama
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@ebitdaddy90
buyhighsellhigher
5 months
Never understood the idiotic thesis of “we sell shovels to the gold miners who are in a bubble”. What do you think happened to the picks and shovels during the bust? Dont see why you wouldn’t just own the direct thing instead of second order (other than to say “I’m smart”)
@cameron62s
Cameron Schiller
5 months
The current state of “Manufacturing” startups
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@ebitdaddy90
buyhighsellhigher
4 months
Only one side of the case but holy shit this Fishback guy is terrible
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@ebitdaddy90
buyhighsellhigher
3 months
@iononrecourse Family offices exist to gainfully employee useless kids. If you don’t even have your kids working there then what in fresh hell are you thinking
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@ebitdaddy90
buyhighsellhigher
3 months
Exhibit 1000: guy who did well in the last regime and hasn’t made alpha since 2020 onwards when it changed. Lots of track records like this. Myself included. Just hasn’t been the same past few years and I suspect the games changed for good.
@typicalcapital
Odd Lot Arbitrageur
3 months
Beast
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@ebitdaddy90
buyhighsellhigher
3 months
Dunno if he’s a good investor anymore but this guy fucks. Thought he was really smart relative to many other talking heads. Maybe he’s the smart mans bullshitter, but loved it
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@ebitdaddy90
buyhighsellhigher
3 months
Buffett at 90 is probably still better than 90% of us . You are not Buffett . Just accept it.
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@ebitdaddy90
buyhighsellhigher
5 months
@runaway_vol they ask obscenely detailed questions even at valuations where what you need to underwrrite is just risk/downside. Bruh at a 15-20% fcfe yield why are you obsessing over the plant capacity and optimizing lines to add volume.
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@ebitdaddy90
buyhighsellhigher
4 months
Coffee in cars with communists
@KennethDredd
Kenneth Dredd
4 months
Not a cell phone in sight. Just autocrats living in the moment
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@ebitdaddy90
buyhighsellhigher
2 months
@real_lord_miles You look like a pedophile
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@ebitdaddy90
buyhighsellhigher
5 months
Greatest life hack if you want to retire in a first world country is to learn Japanese. They’re legit just poor vs Americans so your money goes far. But language is a big hurdle
@StatisticUrban
Hunter📈🌈📊
5 months
Genuinely wild that you can live in the very center of Tokyo for $800/month.
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@ebitdaddy90
buyhighsellhigher
2 months
I see it’s time to dick ride Paul Graham crap again. 9/10 “founder mode” is some dude running an unprofitable shitco that fails. 1/10 at best is Steve jobs. Founder mode by the odds is just fail mode. Tech bros are unbearable clowns.
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@ebitdaddy90
buyhighsellhigher
1 month
How do you go from $10m to $100m within 2-3 decades? Whats the best risk adjusted ways? Serious question. @turtlebay_io @John_Hempton other rich ppl / historians ?
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@ebitdaddy90
buyhighsellhigher
5 months
@RealJohnReuter As you can tell I’m a contrarian value guy and not a make money Mag7 king
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@ebitdaddy90
buyhighsellhigher
3 months
@punished_daniel Plenty of Asian women who can do stem so they’re not dei enough
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@ebitdaddy90
buyhighsellhigher
2 months
I hate when ppl say they’re leaving their job for “another adventure”. Nah bro you’re not going up a mountain in katmandu, you’re just doing fake email work down the street again.
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@ebitdaddy90
buyhighsellhigher
4 months
This guy blocked me and is a clown at times, but this is such a great article that applies to investing. How to develop good taste: start with an aesthetic, taste is a language, think of the whole package, rely on people, buy and experiment.
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@ebitdaddy90
buyhighsellhigher
5 months
Liberal soy boi discovers $600k in NYC is still middle class
@anpaure
anpaure
5 months
he's just like me fr fr
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@ebitdaddy90
buyhighsellhigher
3 months
You know the turnaround is going poorly when the CEO starts praying in public.
@PGelsinger
Pat Gelsinger
3 months
“Let your eyes look straight ahead; fix your gaze directly before you. Give careful thought to the paths for your feet and be steadfast in all your ways” Proverbs 4:25-26
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@ebitdaddy90
buyhighsellhigher
3 months
@henryF015 black women do well too, but less so in finance or tech i find
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@ebitdaddy90
buyhighsellhigher
3 months
@xoxtinaknoxox @AyyouEm Old dudes find them attainable
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@ebitdaddy90
buyhighsellhigher
5 months
@ns123abc Neither, he’s something in the middle. Something gayer.
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@ebitdaddy90
buyhighsellhigher
4 months
Really important misconception. You improve slugging average by cutting losers faster (risk mgmt) not by taking on more risk. You improve batting average by avoiding expensive trash. Invert. Also, don’t listen to me the sp500 is better.
@KoyfinCharts
Koyfin
4 months
Bill Miller on batting average vs slugging average:
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@ebitdaddy90
buyhighsellhigher
5 months
@OneManLBO Except most CEO’s are idiots with decades of experience in politics
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@ebitdaddy90
buyhighsellhigher
3 months
$200k is the new $100k. $10m is the new $1m. Everyone is a millionaire now just from owning a crappy home. Don’t @ me.
@unusual_whales
unusual_whales
3 months
The average American feels they need to earn over $180,000 to live comfortably, per USA Today. Do you agree?
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@ebitdaddy90
buyhighsellhigher
3 months
@CEOSelfGrowth Just walk into a large tech firm with a resume and ask for a sales job. You’ll get it with a handshake like it’s 1940.
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@ebitdaddy90
buyhighsellhigher
5 months
@memyselfandi006 to be fair the value guys should read less books and do more soul searching for whether they have an edge lol
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@ebitdaddy90
buyhighsellhigher
2 months
@SperrysandNikes The only drawback is you have to suck dick
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@ebitdaddy90
buyhighsellhigher
5 months
@carrynointerest What matters depends on the valuation. At 15% fcf yield on a recurring biz with only a turn of debt you need to underwrite a lot less than at 15x ebitda with 5x leverage. The capital stack, valuation, revenue model, concentration, and mgmt by and large are 80% of what matters
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@ebitdaddy90
buyhighsellhigher
5 months
@coldhealing Therapy is a luxury for the rich who have gone astray from God . The poors have Jesus, who is arguably more real than any therapist
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@ebitdaddy90
buyhighsellhigher
3 months
@JetherBlaise Arbitrage
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@ebitdaddy90
buyhighsellhigher
4 months
@JoshAnimator You ever heard of sarcasm / parody bro
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@ebitdaddy90
buyhighsellhigher
5 months
Maybe the greatest foreword / about the author I’ve ever read. UnchatGPTable. Only a human could write prose this authentically bizarre but relatable.
@glitchshay
glitché 🍉 (#1 MREEE sugo fan)
5 months
when i feel down i read this image
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@ebitdaddy90
buyhighsellhigher
3 months
Paris Olympic s opening sequence is chaotic hot trash. That combined with the cardboard beds and lack of AC truly a sign of europoor becoming a third world museum. Makes me want to short the whole continent
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@ebitdaddy90
buyhighsellhigher
6 days
Some of the shit he does is so cool that I don’t care if his accounting is borderline fraudulent. Fuck short sellers lol
@shaunmmaguire
Shaun Maguire
7 days
POV @SpaceX catching a rocket
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@ebitdaddy90
buyhighsellhigher
3 months
taken me more than a decade doing this but only gotten more impressed over time by buffdog. Lots of folks, me included, can beat mkts when their style is in favor. But to do it by that much and for so long is unreal. Best we can hope for is invest alongside guys like him
@patientinvestt
Patient Investor
3 months
Warren Buffett traded options, used leverage, shorted stocks, got in & out of turnarounds before he was managing billions & that's what got him 30% annualized back then. I'm not saying you should do the same, but it's equally important to study the younger Buffett (which most of
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@ebitdaddy90
buyhighsellhigher
4 months
Because it’s cheap and makes him look like an idiot
@patientinvestt
Patient Investor
4 months
Seth klarman on why he doesn't like index fund investing:
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@ebitdaddy90
buyhighsellhigher
3 months
dunkin on white women has been my most liked post after years on twitter. gonna print and frame this. never been prouder. 😢
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@ebitdaddy90
buyhighsellhigher
3 months
We live in a bizarro world where the “alt right” is a colored dude is talking about meritocracy regardless of your background …
@elonmusk
Elon Musk
3 months
Well said!!
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@ebitdaddy90
buyhighsellhigher
5 months
@lindynap women who come back to the workplace after a baby are ESPECIALLY toxic. they go into mean girls im gonna grind hard at my pointless email job mode. insufferable make-workers.
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@ebitdaddy90
buyhighsellhigher
5 months
@wanyeburkett I love these NFL type videos that just make the klan seethe
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@ebitdaddy90
buyhighsellhigher
4 months
Guys. Can we stop calling anything finance ppl do “engineering” and ban the word “arbitrage”. Let’s just keep it simple. “We use lots of debt, cut costs to the bone, and put lipstick on a pig before resale” instead of muh EnGinEerIng ArbiTrageUr
@27XVII
Edward Robson
4 months
During the first two phases of private equity, returns were primarily generated from financial engineering. The future will be operational engineering. Phase I: PE returns were primarily generated from financial engineering. The market was inefficient, with an unregulated debt
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@ebitdaddy90
buyhighsellhigher
4 months
Too bad you can do mental gymnastics to convince yourself any business meets this criteria. I bet he would have argued these held true for valeant before it blew up
@investingdpark
David Park
4 months
Notes from @BillAckman 's fireside chat in Omaha: People Underestimate the Power of Checklists - Pershing Square had the best 6 years of its history since they inscribed their checklist into a piece of "stone" - "If I ever veer [off this checklist] just hit me over the head
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@ebitdaddy90
buyhighsellhigher
5 months
Im sorry but I read the conviction of Trump in detail and it’s basically sketchy bookkeeping that becomes a crime cause it’s in the vicinity of an election. No conservative is not gonna vote for him based on this.
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@ebitdaddy90
buyhighsellhigher
2 months
Pro choice when it comes to abortion but not vaccinations. The left and right are bizzaro
@davidjthunder
David Thunder
2 months
Djokovic on 60 minutes: “I was basically declared…a villain of the world. “I’m not anti-vax…I’m pro-freedom to choose.”
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@ebitdaddy90
buyhighsellhigher
3 months
Gonna tell this to my boss at bonus time
@DylanoA4
Dylan O'Sullivan
3 months
Not fair that Van Gogh could also write like that
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@ebitdaddy90
buyhighsellhigher
1 month
@bwinterrose @bryan_johnson Billions of dollars and fucking bad bitches on yachts near his private island
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@ebitdaddy90
buyhighsellhigher
3 months
As supposed investors amazing how few candidates ask firms they’re recruiting for the most basic questions like what’s organic growth (net flows) and client mix…if you have any industry analysis brains it’s a red flag to be working in public equity lol
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@ebitdaddy90
buyhighsellhigher
3 months
LOL history remembers the winners. interview I found with a close friend of Warren lays out the real story behind Sees. Turns out the quality / brand / pricing power thesis was from some guy that worked for Charlie, a petroleum engineer lol. @turtlebay_io
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@ebitdaddy90
buyhighsellhigher
3 months
Ultimate newsletter shill. The final boss of newsletter / substack bros.
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@ebitdaddy90
buyhighsellhigher
3 months
The key is to not have retail clients. Ironically the dumber the money the harder it is to convince them to stick around for shitty performance
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@ebitdaddy90
buyhighsellhigher
1 month
@austin_rief Are you retarded? Do you think firms pay consultants for the words in the deck?
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@ebitdaddy90
buyhighsellhigher
2 months
@copiumx U know it smell crazy in there
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@ebitdaddy90
buyhighsellhigher
4 months
@__Scipio__ If a woman cries in public and no one hears then does the woman even exist
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@ebitdaddy90
buyhighsellhigher
5 months
Real References are the backbone of successful hiring - moreso than the interview of the candidate
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@ebitdaddy90
buyhighsellhigher
3 months
Tell me you’ve never raised even 1 kid and have never been on a farm either. Imagine raising 6 kids on a farm LOL. Fucking hardest work you’ll ever do. Won’t have time to take Twitter breaks you’ll be knee deep in cow and baby shit
@naturallyneve
Neve 🌷
3 months
So you're telling me you don't wanna get married, have 6 kids, move to the country, buy a homestead, get baby cows, grow our own food, drink raw milk all day and live happily ever after?
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@ebitdaddy90
buyhighsellhigher
6 days
America is the greatest country on earth and it’s not even close. Space, AI, biotech/mrna. Europe should just be converted to a museum immediately after today.
@elonmusk
Elon Musk
7 days
Big step towards making life multiplanetary was made today
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@ebitdaddy90
buyhighsellhigher
4 months
@JoshAnimator If you really think he wasn’t tongue in cheek when he said no one said “I love you” then ure even dumber than you tweet
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@ebitdaddy90
buyhighsellhigher
2 months
Corporate homoeconomicus makes decisions entirely based on risk aversion to not get fired not on any other form of logic
@PhysicalMedia_
Physical Media
3 months
Vince Vaughn on why good R-Rated comedies aren’t being made anymore
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@ebitdaddy90
buyhighsellhigher
5 days
Most software cos are white collar UBI
SpaceX did this with 3/4 of Docusign’s headcount btw
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@ebitdaddy90
buyhighsellhigher
3 months
@nuancerocket Harvard business school applies to her
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buyhighsellhigher
1 month
@bradford_hardin What about erect penis length and strength
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