My articles: lizardbrain.substack.com
Joined March 2012
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13 Apr 2020
Content megathread to organize everything by or about Liz. 1/x
1. Threadapalooza - collection of 100 investing ideas that I'm most known for.
x.com/LAForeverHall/status/1…
2. The Curious Case of the California Orchard Company - my investigation into $CAOX.
docs.google.com/document/d/1…
14 Dec 2019
1. Fundamental analysis that doesn’t respect the reflexive nature of reality is kind of dumb.
Reality is only kind of “real” and can be altered, for example, with the strength of belief.
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this is one of the most astute things i’ve seen from bill, he shouldn’t be getting dunked on for it. the market, bottom to top, works on this underlying mechanism as does society so “intrinsic value” is something of an illusion. the finger pointing at the moon is not the moon.
One of the things that makes @SpaceX so valuable is how valuable it is. The Cursor acquisition costs materially less in dilution because of SpaceX’s high valuation.
SpaceX’s ability to do economically, strategically, and technologically accretive acquisitions is an important component of its value.
There is enormous value inherent to a company with a high value particularly when it is controlled by an entrepreneur that the most talented people want to work for and partner with.
Value begets value.
Talent begets talent.
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the number is different for everyone and just depends on your own expectations for your life. take whatever spending level you’d be happy with and divide by 0.03 and that’s a pretty conservative number to be able to retire with at least historically speaking.
Jun 15
It’s kinda crazy you can basically permanently retire with like 3 million at any time
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the thing about this and why it’s such a common discourse item is that your number is a reflection of your own soul, an essence of how you see yourself and what you want from life at a broad level. so you get ranges from like $500k to $20 million and none of them are “wrong.”
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Jun 16
they shouldn’t have been able to overrule the doctor at the end of the third. that man shouldn’t have fought the 4th round and it’s clear in hindsight they were being careless with his health. by the end of the 4th he couldn’t even find his stool to sit on.
Topuria got his ribs fractured and 2 broken orbitals and mfers are asking why he quit on the stool😂😂 are we serious man?
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Jun 15
my instructor thinks i’m getting quite advanced as a white belt but wants me to scalp some blues before i get “promoted,” the rankings don’t matter much to me but it’s fun to get better week by week. i’d say my two biggest holes rn are takedowns and playing guard. i have a very aggressive style and try to secure the top quickly in most fights, so i don’t play guard nearly as often unless i face much bigger players. i’ve fought two people with about six months of experience on me in the past few months, one of them i fought to a draw (twice), the other i tapped out in one match and fought to a draw in the second. the former was a bit smaller than me, the latter was bigger. although the former did better against me in terms of results, i only ever felt in danger of being tapped by the bigger opponenet — and i very nearly was, he had a RNC set up pretty tight, cutting off one of my carotids and i was only able to escape by pushing the arm, tucking my chin, and rolling to the loose side. it was very uncomfortable to feel the blood getting cut off to my brain, but discomfort doesn’t require a tap on its own, so i fought through it. bigger opponents are more fun for me for this reason, i love a man who can get on top of me, make me play guard, take my back, and credibly threaten a submission. i want to fight up a weight class in the next tournament, because it’s so fun to play at a physical disadvantage. i feel like a feral animal fighting for its life. i feel alive.
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Jun 14
after weeks of jokes my friend and i went to go see mandalorian and gorgu. sorry for spoilers but at one point he falls into this fight pit with like four guards and after he fights the guards he turns around and this room sized snake was just chilling there the whole time and none of them noticed? it was like he just spawned out of no where. i cracked up, i know i wasn’t supposed to but the absurdity of it was too much. it was just one of many crazy scenes that aren’t supposed to be funny but just are, people were too hard on this movie it was the funniest movie i saw this year and i hope they make another one. my review for the mandarin and grogu is 🍿🍿🍿🍿🍿 i think it’s destined to become a “cult” sci fi classic.
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Jun 14
the best part of the movie are the puppets there are little gremlin characters that are hilarious. i loved them, they added comic relief to an already very funny movie. if you appreciate it as what its spirit is as a comedy movie you could say it’s in contention for Best Picture
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Jun 14
i don’t even know what to say about this.
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Jun 12
another one to add to the list, like hamtramck banning pride flags and the fbi thwarting a halloween massacre at a gay bar near dearborn. queers really need to be thinking about which of our “allies” don’t have our best interests at heart to protect the safety of our people.
The names of the two youths who burned a Toronto-area pride flag are Sepehr Abadar and Mahan Mohammad Radmard — so I’m guessing they’’re probably Muslim.
Islamist homophobia strikes again.
toronto.citynews.ca/2026/06/…
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Jun 12
my life was exactly the opposite of this, i never got to go to school past fourth grade so my entire life i have had to go out of my way to socialize and make friends. it’s really easy once you make the first few friends you start making them by the bucketful. it’s a blessing.
Jun 12
Gen Z realizing one of the biggest shocks after college is that life no longer happens around you.
In school, friends, events, relationships, and opportunities are built into your environment.
As an adult, if you don't actively create a social life, weeks can turn into months surprisingly fast.
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Jun 11
much harder to escape rear mount ime if you get the hooks in, mount feels dangerous but there’s a lot more ways to escape it than it looks in many cases. also as a smaller roller, taking the back plays to my (relative) advantage.
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Jun 11
i rolled with a guy in sf, and he kept getting me in mount and then i’d sweep right back out of it. the only time he almost had me was when he took rear mount on me and went for a rnc, he got one of my carotids and i almost had to tap but i was able to escape in the end. closest ive been to submitted by anyone other than my instructor since i came back from the concussion.
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Jun 10
if you socially isolate people because of their beliefs, the only people who they will have as an influence in their lives are other people with those beliefs. it’s an antisocial and counterproductive thing to do because it serves as a reinforcement mechanism.
Jun 10
It's so darkly funny that one of the foundational parables of the woke era was a cautionary tale about not immediately rejecting people with Nazi tattoos.
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Jun 9
classic insane coping short selling research report “smoking gun” connection,
the ceo’s cousin’s brother-in-law’s uncle’s grandpa was indicted for medicare fraud in 1987 obviously this speaks to the ceo’s character the stock is going to zero
Am i sleep deprived or is “Dwarkesh Patel's assistant is the brother of Leopold's fiancée's boss” borderline incomprehensible
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