Eveleigh.ai @eveleigh_cap Twitter profile

Last Seen Profiles

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@pambamdam

Eveleigh.ai

@eveleigh_cap

1 month

HF bros trading off alt data vs my friend’s dad who just buys quality cos when they take a hit.

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Eveleigh.ai

@eveleigh_cap

7 months

Me at conferences this year

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Eveleigh.ai

@eveleigh_cap

3 months

AI shitcos have $MTCH and food delivery retention rates lol

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Eveleigh.ai

@eveleigh_cap

8 months

Strayan taxation policy in a midwit meme

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Eveleigh.ai

@eveleigh_cap

4 months

You can either bet on this charlatan or buyback $110bn in stock.

Tsarathustra

@tsarnick

4 months

Sam Altman: I don't care if we burn $50 billion a year, we're building AGI and it's going to be worth it

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Eveleigh.ai

@eveleigh_cap

1 month

$ADSK - good business, shit mgmt

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Eveleigh.ai

@eveleigh_cap

1 year

Lol Australian Taxation Office to force banks to hand over landlord data in investment property crackdown"

Australian Taxation Office to force banks to hand over landlord data in investment property...

Exclusive: Incorrect reporting of rental property income and expenses, and failure to declare capital gains are all in the spotlight

www.theguardian.com

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Eveleigh.ai

@eveleigh_cap

1 year

Friend just told me cba is introducing pet leave 2 days a year. It’s like sick leave and bereavement leave, but for pets… When meteor?

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Eveleigh.ai

@eveleigh_cap

28 days

@plebcapital The dude must be doing okay to owe $170k in taxes. Zero sympathy.

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Eveleigh.ai

@eveleigh_cap

6 months

Dont let the facts get in the way of a good story about how big tech is in a bubble.

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Eveleigh.ai

@eveleigh_cap

1 year

When you turn up to a company meeting and there’s 5 ppl from IR…

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Eveleigh.ai

@eveleigh_cap

1 year

This is going to be such a good short

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Eveleigh.ai

@eveleigh_cap

1 year

Summary of $DIS conf call

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Eveleigh.ai

@eveleigh_cap

1 year

Hahhahaahhaahhahahaha

Roger Montgomery warns youngsters off index funds

Talking one’s own book remains the quintessential blather of financial services.

www.afr.com

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Eveleigh.ai

@eveleigh_cap

1 month

Regardless of conviction, I don’t understand how anyone yolo’s 20% of their capital into 1 idea.

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Eveleigh.ai

@eveleigh_cap

7 months

Wife just got her PhD conferment letter

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Eveleigh.ai

@eveleigh_cap

7 months

When RoIC is a fifth of cost of capital…

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Eveleigh.ai

@eveleigh_cap

1 year

The solution to help the poors who can’t afford propadee is… more debt… The CBA-backed start-up that wants to pay your home deposit

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Eveleigh.ai

@eveleigh_cap

1 year

Hello? Yes, I would like to report a chart crime

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Eveleigh.ai

@eveleigh_cap

14 days

I enjoyed modest proposal’s interview much more. Can see that he hasn’t spent the majority of his career trying to be a galaxy brain tech investor.

Patrick OShaughnessy

@patrick_oshag

15 days

A 🤯🤯🤯 episode If you love investing, you will not find someone as passionate AND knowledgeable as @GavinSBaker I call him often with investing ?s because his thinking is so clear Today, you get to hear him absolutely cook on semis, data centers, leaders & a ton more Wow

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Eveleigh.ai

@eveleigh_cap

1 year

$1.3mn to live across the road from the international airport lol.

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Eveleigh.ai

@eveleigh_cap

1 year

Ceo publicly calling out analysts and worrying about what they wrote 🚩🚩🚩

Sam Altman

@sama

1 year

incredible google got that semianalysis guy to publish their internal marketing/recruiting chart lol

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Eveleigh.ai

@eveleigh_cap

11 months

Holy f…

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Eveleigh.ai

@eveleigh_cap

2 months

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Eveleigh.ai

@eveleigh_cap

5 months

Hahahaha $100bn supercomputer…

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Eveleigh.ai

@eveleigh_cap

16 days

@Larryjamieson_ 20k for a property agent? Whats the property value?

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Eveleigh.ai

@eveleigh_cap

10 months

Wife just submitted the final version of her PhD.

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Eveleigh.ai

@eveleigh_cap

8 months

@guastywinds Capital returns + expectations investing. Also read Maouboussin’s note on what’s in a PE. Save years of brain damage.

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Eveleigh.ai

@eveleigh_cap

1 year

Hike you cowards

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Eveleigh.ai

@eveleigh_cap

2 months

Sad to be leaving tomorrow 😭

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Eveleigh.ai

@eveleigh_cap

6 months

Strong north shore vibes in this photo

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Eveleigh.ai

@eveleigh_cap

7 months

Holy sweet baby Jesus…

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Eveleigh.ai

@eveleigh_cap

1 year

Short this

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Eveleigh.ai

@eveleigh_cap

1 year

“It’s a cracking interview because I’m in it”

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Eveleigh.ai

@eveleigh_cap

1 year

Is AI real? Yes. Is NVDA legit? Probably. Does the majority of the finance world know wtf is going on? Prob not.

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Eveleigh.ai

@eveleigh_cap

6 months

The fact that fintwit loves $goog so much means it’s going down another 50%

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Eveleigh.ai

@eveleigh_cap

7 months

Why isn’t Australia participating in this AI boom? We have lots of sand.

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Eveleigh.ai

@eveleigh_cap

5 months

Think I’m going through a mid life crisis guys…

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Eveleigh.ai

@eveleigh_cap

5 months

At the age of two, I own a home debt free, have two servants and will never need to work. Follow me for my financial advice.

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Eveleigh.ai

@eveleigh_cap

6 months

Just had breakfast at hotel. Went to the complementary buffet and ate like a normal human being. Cost me $0. Inflation is out of control!

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Eveleigh.ai

@eveleigh_cap

1 year

Feeling the pinch from RBA rate hikes? Here are some tips to help you get through this 👇 1/n

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Eveleigh.ai

@eveleigh_cap

5 months

Some dude at the table over bragging to his date about how his apartment is worth a million now

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Eveleigh.ai

@eveleigh_cap

9 months

Periodic reminder that valuing stocks using PEs doesn’t make sense. Important / difficult part of the job is knowing when a 10x PE stock is expensive and 30x PE stock is cheap.

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Eveleigh.ai

@eveleigh_cap

3 months

John Goddard

@nonestlex

3 months

Each day I wake up to a country I don’t recognise. Everyone’s a foreigner and I get called a bigot if I notice that. I used to be friends with all my neighbours. But they moved out and the new ones don’t speak English. We don’t make eye contact when we walk past each other

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Eveleigh.ai

@eveleigh_cap

7 months

Getting all of my wisdom teeth out tomorrow under GA. Plz send thots and prayers frens.

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Eveleigh.ai

@eveleigh_cap

1 year

I didn’t realise my mortgage broker was an economist in disguise.

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Eveleigh.ai

@eveleigh_cap

1 year

Borrow less 2/n

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Eveleigh.ai

@eveleigh_cap

1 year

Covering tech stocks vs consumer stocks

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Eveleigh.ai

@eveleigh_cap

9 months

Shitco investors sentiment check…

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Eveleigh.ai

@eveleigh_cap

8 months

Summary of the market right now…

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Eveleigh.ai

@eveleigh_cap

2 months

Can get used to this

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Eveleigh.ai

@eveleigh_cap

1 month

Has anyone tried turning the market off and on again?

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Eveleigh.ai

@eveleigh_cap

5 months

Brutal $intc

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Eveleigh.ai

@eveleigh_cap

1 year

Aus fintwit this afternoon….

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Eveleigh.ai

@eveleigh_cap

5 months

I know f all about HK equities but why is AIA in the dumps? Has the letters “AI” in the name. Should be a 5 bagger.

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Eveleigh.ai

@eveleigh_cap

1 year

On holidays… the wife is in process of booking our next holiday…

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Eveleigh.ai

@eveleigh_cap

1 year

Most start up failures started in a shabby garage somewhere. <insert 5mn photos of garage doors>

Peter Simeonov

@PeterKSimeonov

1 year

Most startup success stories started in a shabby garage somewhere. Keep believing in yourself. Keep going and create your own story 🚀

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Eveleigh.ai

@eveleigh_cap

2 months

Can get used to this

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Eveleigh.ai

@eveleigh_cap

1 year

Uber driver giving me stonk tips.

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Eveleigh.ai

@eveleigh_cap

2 months

$5 for a coffee in Sydney…

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Eveleigh.ai

@eveleigh_cap

1 year

Looks like every self storage investooooor on twitter

will finchman

@FinchmanWill

1 year

I just used AI to create a composite picture of every sex offender in America

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Eveleigh.ai

@eveleigh_cap

3 months

The shittest companies have the most complicated investor day presentations. Sorry I don’t make the rules.

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Eveleigh.ai

@eveleigh_cap

22 days

☠️☠️☠️☠️☠️

@levelsio

22 days

🏋️ I made a Deadlift ETF with only companies with CEOs that lift weights or do fight sports (not just cardio) It outperforms the S&P500 by 140% or 2.4x over the last 4 years! Lifting weights = $$$

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Eveleigh.ai

@eveleigh_cap

10 months

$12 for a schooner…

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Eveleigh.ai

@eveleigh_cap

10 months

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Eveleigh.ai

@eveleigh_cap

7 months

Wife of an ex Australian PM…

Discounted Trash Flow

@DiscountedTF

8 months

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Eveleigh.ai

@eveleigh_cap

6 months

Every stock I wrote up in my quarterly has done poorly vs everything else I own in the portfolio. My next quarterly will be full of meaningless catch phrases and platitudes about investing.

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Eveleigh.ai

@eveleigh_cap

1 year

@Larryjamieson_ Got married to someone with a cat. Was sceptical at first but came around. He’s really cute.

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Eveleigh.ai

@eveleigh_cap

6 months

If $adbe is in trouble, how is Canva not completely f’ed?

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Eveleigh.ai

@eveleigh_cap

1 year

Over compensating for something. Not sure what it is yet.

Bojan Tunguz

@tunguz

1 year

Anon, what’s stopping you from living like this?

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Eveleigh.ai

@eveleigh_cap

1 year

Has to be one of the most beautiful GAAP adjustments I've ever seen...

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Eveleigh.ai

@eveleigh_cap

20 days

$nvda, $dell, $pstg

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Eveleigh.ai

@eveleigh_cap

10 months

Huh?

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Eveleigh.ai

@eveleigh_cap

9 months

Me standing around tweeting while my wife talks to her parents in their local dialect…

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Eveleigh.ai

@eveleigh_cap

1 year

My wife submitted her phd thesis

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Eveleigh.ai

@eveleigh_cap

1 year

Suits are fucking lame.

Daniel Kelly

@detoxdaniel

1 year

Men, what’s stopping you from dressing like this?

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Eveleigh.ai

@eveleigh_cap

4 months

DA approved. Real pain begins.

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Eveleigh.ai

@eveleigh_cap

6 months

We used to employ 10+ ppl to run manual calculations. $msft should be able to charge $100k per yr for excel.

Gavin Baker

@GavinSBaker

6 months

So much skepticism on ROI on AI! Customer service is $500b in annual spend. Coding, analytics, datascience probably similar in aggregate (maybe much more). And that is just potential cost savings. Stock vs. flow issue when comparing mkt cap to these numbs.

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Eveleigh.ai

@eveleigh_cap

1 year

The end 3/3

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Eveleigh.ai

@eveleigh_cap

2 years

Needed to come back for galaxy brain VC hot takes on regulatory capital.

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Eveleigh.ai

@eveleigh_cap

10 months

Did my first “esg engagement”. More convinced than ever the whole thing will disappear within 5 years.

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Eveleigh.ai

@eveleigh_cap

1 year

Hahahahahah

UK to spend £100m in global race to produce AI chips

Funds to be used to order key components from major chipmakers Nvidia, AMD and Intel

www.theguardian.com

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Eveleigh.ai

@eveleigh_cap

8 months

@88888sAccount @DavidPocock Politicians should tell ppl how much they make every year + all the fringe benefits they get every time they speak.

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Eveleigh.ai

@eveleigh_cap

1 year

When you’re long a 9x sales “disruptoooor” with more red flags than a Communist rally competing in a technically challenging, capex intensive industry with very competent incumbents…

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Eveleigh.ai

@eveleigh_cap

1 month

Hard choice for consumers $dis.q

Eveleigh.ai

@eveleigh_cap

1 month

Good luck! $dis.q

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Eveleigh.ai

@eveleigh_cap

6 months

Am getting interested in a Korean internet conglomerate…

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Eveleigh.ai

@eveleigh_cap

1 year

Investing is easy. Buy the lowest PE lowest quality POS you can find and pray to god either the industry turns or mgmt pulls off a miracle.

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Eveleigh.ai

@eveleigh_cap

3 months

Even the karage chicken here is monster sized…

Eveleigh.ai

@eveleigh_cap

3 months

Still surprised at the portion sizes in the US… might put on 10kgs by the time I get home.

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Eveleigh.ai

@eveleigh_cap

11 months

It’s offical. Wind turbines are worse EV longs than auto OEMs. Not contest.

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Eveleigh.ai

@eveleigh_cap

1 year

Just had the structural engineer and heritage consultant pop by to look at our proposed reno…

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Eveleigh.ai

@eveleigh_cap

1 year

Yes because when landlords leave the market housing supply leaves with them too 😂😂😂

Herald Sun

@theheraldsun

1 year

The rental market could be hit with droves of landlords looking to list their investment properties for sale, stripping back available rentals further in already tight conditions >

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Eveleigh.ai

@eveleigh_cap

4 months

Don’t have a strong view on this either way, but if AI turns out to be a complete waste of time and money, ppl will prob tweet about how Tim Apple was such a good capital allocator. $aapl

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Eveleigh.ai

@eveleigh_cap

1 year

Biggest cheat code in investing is is to invest in tech and get benchmarked to a global all sector index

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Eveleigh.ai

@eveleigh_cap