Investor and former PM with 15 years in wealth management. Passionate capital allocator. Part time domain names. Personal views, not financial advice.
United States
Joined April 2021
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Foster retweeted
I like the risk/ reward with Meta. Don’t get stuck in the old narrative (cash incinerator) which is already baked in. The hyperscaler’s earnings are starting to confirm there are legs to all this capex. Meta has a lot of uncertainty but also a lot of optionality. Business agents, glasses, prediction markets, compute provider, new apps. The uncertainty is what keeps it cheap for now but they just have to connect with one of these pitches and it’s a new company.
Foster retweeted
Dollar surges on Mideast war because, contrary to all the recent doomsayer narratives, it is the world’s safe haven currency
Foster retweeted
When your portfolio manager calls your stock idea stupid, but ChatGPT would have said “you are not just spotting patterns, you are anticipating outcomes”
Foster retweeted
New episode! Will Luther and Josh Hendrickson on the Future of Bitcoin
Will (@WilliamJLuther), Josh (@RebelEconProf), and @DavidBeckworth contend with @GeorgeSelgin’s pessimistic take on the idea of a strategic Bitcoin reserve.