Joined June 2010
17 Photos and videos
Big step forward for mental health policy: NC house bill 152 heads to a committee tomorrow (Apr 1) to expand access to TMS. $STIM $BWAY
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Lambda Intel retweeted
19 Mar 2025
Calling out @chamath and @theallinpod here for hiding my reply after I provided the asked receipts. Come on man, this is why people call you unwanted names. You could have just addressed the issue. Below is the reply that he hid. Here are the receipts you asked for, based on public statements and your past commentary: 1. Bloomberg Interview (February 2021): In your Bloomberg Front Row interview, you stated, "Nobody's going to listen to Warren Buffett," suggesting his investment approach might be outdated for today’s markets. This was widely interpreted as dismissive of Buffett’s legacy, sparking criticism from investors who revere his methodology. 2. Social Capital Annual Letters (2018–2020): In your firm’s annual letters, you frequently compared Social Capital’s performance to the early years of Berkshire Hathaway, implying your firm’s tech-driven, aggressive strategy could outshine or even replace Buffett’s value-investing philosophy. While not overtly negative, this positioning was seen by some as subtly undermining Buffett, especially as you positioned yourself as a modern successor to his influence. 3. Market Backlash (Post-2021): After your bullish market predictions and comparisons peaked in 2021—particularly around SPACs and tech investments—many followers suffered losses when markets corrected. The lack of acknowledgment or reflection on these events, combined with your earlier claims about outperforming Buffett-like figures, led some to label you as overconfident or dismissive of traditional strategies like his. I don’t believe you intended malice, and I respect your bold approach. But these instances, especially the Bloomberg quote, are what people point to as "hate and shade" toward Buffett. I’d value your perspective on how you view these comments now, given the market’s evolution
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This is what the bottom for $TSLA sounds like. The "not just a car company" bros were right. They were just way too early.
19 Mar 2025
If you need a little boost during the day, check out Tesla stock 📉
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BREAKING: @Tim_Walz to replace Jim Cramer as CIO of the Inverse Indicator Fund. Tim Walz: “225 and dropping!!” $TSLA: *Rises 20%* Tim, can I send you my portfolio to hate on?
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Magstim received FDA clearance for treatment of MDD for adolescents aged 15-21, piggybacking off Neuronetics. More data on outcomes -> accelerated adoption of TMS therapy. globenewswire.com/news-relea…
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TMS works. It's consensus. What's worth discussing is how cost effective it is. As the US gov't continues to implement cost containment measures in healthcare, TMS providers $STIM and $BWAY will be winners. Let's break down the economics. (1/🧵)
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When TMS keeps people healthier than alternatives and does it at a more cost effective rate, payers will continue to push for broader coverage. Follow the incentives.
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I originally wrote about TMS therapy and Neuronetics $STIM here: open.substack.com/pub/lambda…

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Me: Builds a DCF model Also me: Forgets to include opex DCF result: "This small cap stock should be worth more than Apple."

ALT I See No Problem Here Crazy Eyes GIF

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$TSLA avoiding LIDAR like a broke college student avoiding guac at Chipotle. We all know it’s about the cost. We knew this 10 years ago. youtube.com/watch?v=IQJL3hts…

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Since everyone seems to be either super bullish or bearish $TSLA, the funniest outcome would be to trade sideways for eternity

ALT Austin Powers GIF

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Holding on tight as Trump tweets again
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BrainsWay $BWAY, a provider of TMS therapy. Up 4% this morning. Some thoughts on their earnings release:
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For FY25, mgmt is guiding to $49M to $51M revenue, a 20% to 24% YoY revenue growth. Continued profitability and positive cash flow expected.
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While a rising tide lifts all boats in the TMS space, I still prefer $STIM, for reasons outlined in my original investment thesis. intelbylambda.com/p/neuronet…

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