Bill Brewster
@billbrewster.bsky.social
📤 1815
📥 68
📝 97
I know this game got valleys and peaks. For precipitation we stack chips, hardly.
Can you not search hashtags here? How does this place work?
5 months ago
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Interesting that the IRS has the same number of call center employees throughout the year. Flexing that makes sense.
5 months ago
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Just got done with Berkshire. Sounds like Buffett will be on Earth for a while longer. Was worried we might be going the other way there. Time for him to get that sex change!
5 months ago
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Rumor has it the bots don’t exist here. Can this be true?
5 months ago
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Private equity returns are going to suck. Hated parts of the market will outperform over the next 10 years. FANGM is not overvalued. Private credit isn’t worth the risk. Patience will be rewarded. This isn’t 1999. But it’s getting close. And we will get there. Those are my thoughts.
10 months ago
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This is a great listen. Especially if you like capital cycle theory.
youtu.be/jE9clg6TSVA
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Robotti & Company Annual Meeting 2024
YouTube video by Robotti & Company, Inc.
https://youtu.be/jE9clg6TSVA
10 months ago
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Please report as well. Scammers going to scam
add a skeleton here at some point
10 months ago
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reposted by
Bill Brewster
Al Atencio 🦉
10 months ago
Here's a great Starter Pack of
#investing
#finance
#markets
Did I miss anyone important in this list? Recently added
@datatrekresearch.bsky.social
@bportnoy.bsky.social
@billbrewster.bsky.social
@elerianm.bsky.social
@cullenroche.bsky.social
🔁 or ❤️ for reach Great to see Fin-bsky ✈️
add a skeleton here at some point
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This week’s podcast dropped yesterday. Fun convo. As an aside, Spotify has become a real pain in the ass to upload to. And the Spotify link wouldn’t copy to paste here. 🤷🏻♂️
podcasts.apple.com/us/podcast/t...
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Ryan Dobratz - Real Opportunities
Podcast Episode · The Business Brew · 11/30/2024 · 1h 22m
https://podcasts.apple.com/us/podcast/the-business-brew/id1540847053?i=1000678733991
10 months ago
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Prolly a function of my age but I have a lot of people I interact with that are asking themselves “now what?”
10 months ago
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I don’t see how people could think this. The guy had 4 years to assemble a group of people that would work with him instead of against him.
add a skeleton here at some point
10 months ago
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Is Puru here? I need a Sherpa.
10 months ago
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reposted by
Bill Brewster
Kevin Zatloukal
10 months ago
Marcus notes in his post that, while synthetic data isn't nearly as valuable in general, you can use it to train step-by-step reasoning. That should let us to create an LLM that reliably adds large numbers, giving us the most expensive calculator ever created!
garymarcus.substack.com/p/a-new-ai-s...
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The new AI scaling law shell game
Scaling laws were supposed to be, well, laws.
https://garymarcus.substack.com/p/a-new-ai-scaling-law-shell-game
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Got a 1,000 followers in this biatch Dolla Dolla Bills Yall
10 months ago
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I hope the stock market’s optimism is warranted. It would be great.
10 months ago
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reposted by
Bill Brewster
No Sunk Costs
11 months ago
% of MS clients' who say GenAI deployment is meeting or exceeding expectations: ~80-90%
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What is the primary benefit of Blue Sky vs Twitter? Haven’t been tweeting much. Have tweeting block. Open to tweeting (or whatever you call this) here. Kind of prefer fewer followers. For now at least.
11 months ago
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Are we still doing this or are we all going to Threads? I’m so confused.
about 2 years ago
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reposted by
Bill Brewster
Mule
about 2 years ago
Just so you know we are now a nation that is trying to find a new home. A diaspora, if it’s Bluesky, or whatever, we are a nation of birds looking for a new home 😤
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Are the All In losers here yet?
about 2 years ago
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Oh boy. Que people getting upset.
add a skeleton here at some point
about 2 years ago
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What’s going on over here? I got some dopamine from Twitter. Need a hit over here. Also, wen .gifs?
about 2 years ago
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It’s time for a 🧵👇🏻
about 2 years ago
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Who’s going to be the George Noble of this place? Or can we just say NOPE?
about 2 years ago
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Excited for this week’s pod. Though I need to do a better job asking more probing questions.
about 2 years ago
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So now that Twitter really sucks is erryone rushing here?
about 2 years ago
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I shall shamelessly plug my podcast with Meb Faber. Some not so boring TradFi stuff. TLDL - Use ETFs to diversify and consider foreign equities.
https://open.spotify.com/episode/5ZFfAy1p2Au0AqGovYpLU7?si=UKVM2YZQQ5WAFeFS5yF_qg
over 2 years ago
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May start promoting my pod into the void. Almost like restarting a Twitter account. But this time with a slight agenda. Internet forgive me. For I am human.
add a skeleton here at some point
over 2 years ago
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It’s going to be really funny if Elon throttles all the non blue check accounts to the point where Twitter sucks. Won’t be so funny for me. But will be funny.
over 2 years ago
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Just heard in my household - What are you guys doing?!?! I have to be able to go to the bathroom without you pinching each other in the penis!
over 2 years ago
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Is it irresponsible to only have one dog? Seems like the dog deserves a friend.
over 2 years ago
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There’s a time of day when kids get supercharged. And for mine, it’s every night at bedtime.
over 2 years ago
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I kind of dig the idea of being able TK send tweets (or whatever these are called here) without anticipating responses.
over 2 years ago
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So is this like Twitter but I own all my useless thoughts?
over 2 years ago
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you reached the end!!
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