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this is the way.
After many, many years of presuming good faith, I’m finding myself increasingly drawn to a Konmari curation policy: if the prospect of further interaction with a commentator does not spark joy, regardless of whether they are benign intent, block/mute and move on with life.
Use this prompt in Gemini DeepResearch to evaluate any CEO. You’ll get their full track record in 15 minutes instead of 10 years of filings. --------------------------------------------------------- You are an analyst preparing a CEO due-diligence dossier for institutional…
Q4 of 2025 and Google @GeminiApp still prefers to pull data from Yahoo Finance than from Google Finance even if you paste a Google Finance link into the prompt.
New post just out: Oriental Watch (398 HK): Blue chip Chinese Rolex dealer at 8x P/E and 50% net cash/market cap
Alright, so who wants a good old fashioned damage report? Incoming... all I ask is that you follow my scalpavelli blog so that you're prepared when value traps start working again...
Rookie mistake that everyone should avoid. Never check your brokerage account on your phone. That’s a bad habit. Only log in when you’re at home and you are buying something.
Evergreen disclaimer: this is me putting my room temperature* IQ thinking down in writing so I can come back and laugh at how naive I am later. * in Celsius
Kering +75% since I wrote up why I’m long in June. The “Authors” & “Journalists” who gave me shit seem to be in hiding. open.substack.com/pub/internpier… $KER.PA
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