Accountability AI

https://x.com/DavidRogersW/status/2063275774644285504?s=20

David Rogers Webb (@DavidRogersW) on X

https://www.claconnect.com/en/resources/articles/25/should-athletes-form-an-llc-for-nil-income

https://www.linkedin.com/posts/aqr-capital-management_in-tax-aware-long-short-investing-pre-tax-activity-7442223803197386752-iqfP?utm_source=social_share_send&utm_medium=android_app&rcm=ACoAAFcdCbEB5WOYZYxgSaonQpkS8ZXTfeIPMSA&utm_campaign=copy_link

https://www.wealthmanagement.com/artificial-intelligence/altruist-launches-ai-powered-tax-planning-feature-in-hazel-platform-for-advisors

Altruist Adds AI Tax Planning to Hazel Platform The new feature analyzes client documents to create personalized tax strategies and interactive scenario modeling for advisors

Financelot

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3m

Great discussion with

&

about $OWL halting redemptions & private credit implosion

It's shocking people don't know insurance companies are one of the largest investors in private credit & their investments are book value, not market
The Wrap

Chris Whalen: The Wharf Rats Are Coming Out — And Retail Investors Will Lose Money In this week's episode of The Wrap, Chris Whalen analyzes the Blue Owl situation as part of a broader pattern in private credit. He argues that private credi...

Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦

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1h
So a $1.5 trillion IPO valuation for SpaceX= 750x free cash flow!
LOL, no wonder it only publicly discloses "adjusted EBITDA"- a USELESS metric for such a capex-intensive business.
Then factor in $12 billion/year of *negative* free cash flow from xAI!

"SpaceX: An IPO for idiots"

Episode 18 - Revenue vs Profit vs Free Cash Flow: What Matters? - The Minority Market

Episode 18 - Revenue vs Profit vs Free Cash Flow: What Matters? - The Minority Market Many beginners focus on revenue or profit and ignore the metric that truly matters — free cash flow. In this episode of The Minority Market, we explain why c...

Private Equity Accounting Analyisis Brief

Our fearless founder alleged $NVDA was an accounting fraud of the ages at $190 but waited until $1250 to add puts prior to the fall to $965 and exit

now $1770

NVDA is an obvious accounting fraud...

Puts were sent at $208 ( after the 1-10 split)
$NVDA in 1 week declined o $172

Positioning in $NVDA puts might bring extra presents this year ....just be mindfulness the corrosive accounting fraud $TSLA and the lesson this mega fraud taught many

Fraud pays more than shorting frauds ...

$NVDA

Nvidia’s ‘I’m Not Enron’ memo has people asking a lot of questions already answered by that memo The Streisand Effect strikes again

https://www.youtube.com/watch?si=TE4Tu5i50d69EwEG&v=9alpHb--xa8&feature=youtu.be

A Toxic Brew: Billions Missing, Webs Untangling, Accounting Schemes Unmasked Market Update serves to provide information on real estate you are not finding anywhere else and give you...