https://bsky.app/profile/capitalobserver.bsky.socialhttps://bsky.app/profile/capitalobserver.bsky.social/post/3me4u4hk4ss2zBezos is supposed to fund Washington Post losses indefinitely because he is rich?05 Feb 2026 16:53 +0000at://did:plc:vgwuv7ulc6pjzb2n3k63kyq6/app.bsky.feed.post/3me4u4hk4ss2zhttps://bsky.app/profile/capitalobserver.bsky.social/post/3mbcv36sgua2vBREAKING: Zohran Mamdani stuns New York, putting Ramzi Kassem — 9/11 Al Qaeda defense lawyer — in charge as Chief Counsel31 Dec 2025 22:11 +0000at://did:plc:vgwuv7ulc6pjzb2n3k63kyq6/app.bsky.feed.post/3mbcv36sgua2vhttps://bsky.app/profile/capitalobserver.bsky.social/post/3m6twdoydfc2dI believe that the Bollore/Vivendi decision was a complete victory for Bollore and it being sent back to the court of appeals is a mere formailty. The high court indicated that procedurally the case was handled incorrectly but the eventual outcome is not uncertain30 Nov 2025 12:33 +0000at://did:plc:vgwuv7ulc6pjzb2n3k63kyq6/app.bsky.feed.post/3m6twdoydfc2dhttps://bsky.app/profile/capitalobserver.bsky.social/post/3m65ol3ewob2jHow long would Bitcoin need to be flat/down for before we stop hearing about it all the time?21 Nov 2025 16:16 +0000at://did:plc:vgwuv7ulc6pjzb2n3k63kyq6/app.bsky.feed.post/3m65ol3ewob2jhttps://bsky.app/profile/capitalobserver.bsky.social/post/3m5h2bkol6522$CI led with this in their UBS presentation. It's a significant statement from a company with a 12% FCF yield. They have the cash to back up their statement12 Nov 2025 16:14 +0000at://did:plc:vgwuv7ulc6pjzb2n3k63kyq6/app.bsky.feed.post/3m5h2bkol6522https://bsky.app/profile/capitalobserver.bsky.social/post/3m4d6ucfhdf2nIn the next season of Fauda, Doron will attempt to do the impossible, rescue a value investor from himself29 Oct 2025 10:00 +0000at://did:plc:vgwuv7ulc6pjzb2n3k63kyq6/app.bsky.feed.post/3m4d6ucfhdf2nhttps://bsky.app/profile/capitalobserver.bsky.social/post/3m2zestcw6y2wRussell 2000/ S&P 600 To be in the S&P 600 you have to be profitable. Recently, profitability is a liability12 Oct 2025 18:55 +0000at://did:plc:vgwuv7ulc6pjzb2n3k63kyq6/app.bsky.feed.post/3m2zestcw6y2whttps://bsky.app/profile/capitalobserver.bsky.social/post/3m2z3sspioe25I believe AI is a negative for tech companies that make money from ads - There will be greater competition from new players like OpenAI - AI is a massive additional cost, even in a world where they keep the same ad dollars they otherwise would have gotten12 Oct 2025 16:14 +0000at://did:plc:vgwuv7ulc6pjzb2n3k63kyq6/app.bsky.feed.post/3m2z3sspioe25https://bsky.app/profile/capitalobserver.bsky.social/post/3m2ytjq24ks2wThere are only 2 possible reasons the "ceasefire now" crowd isn't celebrating the ceasefire via Coleman Hughes - They are more bothered about Trump getting credit than they are about the suffering in Gaza - They were rooting for Hamas12 Oct 2025 13:46 +0000at://did:plc:vgwuv7ulc6pjzb2n3k63kyq6/app.bsky.feed.post/3m2ytjq24ks2whttps://bsky.app/profile/capitalobserver.bsky.social/post/3m2s5yuk7gn2sWhat else could potato chips be made of? Mars grown potatoes? [contains quote post or other embedded content]09 Oct 2025 22:04 +0000at://did:plc:vgwuv7ulc6pjzb2n3k63kyq6/app.bsky.feed.post/3m2s5yuk7gn2shttps://bsky.app/profile/capitalobserver.bsky.social/post/3m2pxvvssrb25Pretty amazing that there isn't a single post in my Bluesky feed about the peace deal, while my Twitter feed is 90% filled with Israel/Hamas. The tribalism is insane09 Oct 2025 01:10 +0000at://did:plc:vgwuv7ulc6pjzb2n3k63kyq6/app.bsky.feed.post/3m2pxvvssrb25https://bsky.app/profile/capitalobserver.bsky.social/post/3m2gzwqyzee2sA DEI professor at a Canadian university thinks synagogues are fair game. She has since deleted her account. This is what the more educated people in the Free Palestine movement want to do to Jews. Never mind the common man05 Oct 2025 11:52 +0000at://did:plc:vgwuv7ulc6pjzb2n3k63kyq6/app.bsky.feed.post/3m2gzwqyzee2shttps://bsky.app/profile/capitalobserver.bsky.social/post/3lzyoquxu7626Bill Clinton got Israel to agree to a two state solution. It has always been the Palestinians that cannot accept the existence of Israel29 Sep 2025 18:55 +0000at://did:plc:vgwuv7ulc6pjzb2n3k63kyq6/app.bsky.feed.post/3lzyoquxu7626https://bsky.app/profile/capitalobserver.bsky.social/post/3lz4gw5ohtm2g$NVDA found some loose change between the cushions [contains quote post or other embedded content]18 Sep 2025 13:20 +0000at://did:plc:vgwuv7ulc6pjzb2n3k63kyq6/app.bsky.feed.post/3lz4gw5ohtm2ghttps://bsky.app/profile/capitalobserver.bsky.social/post/3lyjib6nc2d2qLet's say OpenAI is wildly successful and this contract works out well for $ORCL. Why would OpenAI renew it, and give $ORCL great economics, once it has the financial strength to pay for it's own capex11 Sep 2025 00:24 +0000at://did:plc:vgwuv7ulc6pjzb2n3k63kyq6/app.bsky.feed.post/3lyjib6nc2d2qhttps://bsky.app/profile/capitalobserver.bsky.social/post/3lyase4urjv2rThe better SSS for some clothing retailers has been inconsistent with what we are seeing in other parts of the consumer economy. Wondering if the end of de minimus took some biz away from the likes of Temu/Shein & gave it to US retailers07 Sep 2025 13:30 +0000at://did:plc:vgwuv7ulc6pjzb2n3k63kyq6/app.bsky.feed.post/3lyase4urjv2rhttps://bsky.app/profile/capitalobserver.bsky.social/post/3lyas7jgzsk2cThe better SSS for some clothing retailers has been inconsistent with what we are seeing in other parts of the consumer economy. Wondering if the end of de minimus took some biz away from the likes of Temu/Shein & gave it to US retailers07 Sep 2025 13:28 +0000at://did:plc:vgwuv7ulc6pjzb2n3k63kyq6/app.bsky.feed.post/3lyas7jgzsk2chttps://bsky.app/profile/capitalobserver.bsky.social/post/3ly46ly3g5e2lStarted a position in $CHTR as they begin winding down their multi year elevated capex plans and the stock trades down to near multi year lows. $CHTR is currently a mid double digit FCF yield and should be closer to 20% once the elevated capex is reduced in a year or two05 Sep 2025 17:26 +0000at://did:plc:vgwuv7ulc6pjzb2n3k63kyq6/app.bsky.feed.post/3ly46ly3g5e2lhttps://bsky.app/profile/capitalobserver.bsky.social/post/3lwrlko4id32aWhere is that buyback money coming from?19 Aug 2025 18:54 +0000at://did:plc:vgwuv7ulc6pjzb2n3k63kyq6/app.bsky.feed.post/3lwrlko4id32ahttps://bsky.app/profile/capitalobserver.bsky.social/post/3lwrldux6ko2bWhere are we in the cycle when Bitty is giving stock market advice https://www.youtube.com/watch?v=wU1l9ZGhRhc&t=3015s19 Aug 2025 18:50 +0000at://did:plc:vgwuv7ulc6pjzb2n3k63kyq6/app.bsky.feed.post/3lwrldux6ko2bhttps://bsky.app/profile/capitalobserver.bsky.social/post/3lwrktdwasl2aCitron...LOL Hindsight bias at it's best [contains quote post or other embedded content]19 Aug 2025 18:41 +0000at://did:plc:vgwuv7ulc6pjzb2n3k63kyq6/app.bsky.feed.post/3lwrktdwasl2ahttps://bsky.app/profile/capitalobserver.bsky.social/post/3ltmlmxazxt2wHeadlines I love to see. If this doesn't say load up the truck, I don't know what does Health Insurers Are Becoming Chronically Uninvestible -- Heard on the Street -- WSJ10 Jul 2025 14:56 +0000at://did:plc:vgwuv7ulc6pjzb2n3k63kyq6/app.bsky.feed.post/3ltmlmxazxt2whttps://bsky.app/profile/capitalobserver.bsky.social/post/3lteymwki7a2rFor anyone that that owns $CRWV (not as a trade), it is an absolute no brainer to do a stock replacement with $CORZ. The problem is that anybody who owns $CRWV, as an investment, probably can't do the math to figure this out07 Jul 2025 14:27 +0000at://did:plc:vgwuv7ulc6pjzb2n3k63kyq6/app.bsky.feed.post/3lteymwki7a2r