Guy Davis @dodgingalpha
Ok, I came crawling back. superfluousvalue.substack.com Australia Joined March 2026-
Tweets247
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Following66
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The market seems to be appreciating the $LILAP offering. Ffs, wasn't there enough talk in $LILA already?!
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@evfcfaddict The math checks out. I'm wary that with names like this I'm anchoring to the crazy high prices they reached recently though.
Getting ready for a straight day of post #Origin podcasts.
@NRL Should have given Selwyn Man of the Match. Outstanding effort.
Guy Davis retweeted
QUEENSLANDER!!! The QLD Maroons have beaten the NSW Blues 44-24 in Game Two of State of Origin, levelling the series. The win came on neutral territory at the MCG in Melbourne, with the decider heading to Suncorp Stadium in Brisbane. Who wins Game three?
Only 200x! What is this, leverage for ANTS?! From Almost Daily Grants today.
@finphysnerd Dotcom stories are looking positively quaint at this point.
I think I need some help with my DCF. It keeps giving a deeply negative number for this fine company.
Exclusive: I have seen OpenAI's audited financials for 2024 and 2025. In 2025, OpenAI had $13.07 billion in revenue and $34 billion in costs. $867 million of its revenue came from SoftBank, and $303 million came from Microsoft. wheresyoured.at/exclusive-open…
@MikeFritzell I'm sure they never will.
Guy Davis retweeted
Exclusive: I have seen OpenAI's audited financials for 2024 and 2025. In 2025, OpenAI had $13.07 billion in revenue and $34 billion in costs. $867 million of its revenue came from SoftBank, and $303 million came from Microsoft. wheresyoured.at/exclusive-open…
I got blocked but it had to be said.
@gnoble79 It's more like the $NOPE investor experience.
@forager_gareth Do you think it's a typo?
$NVDA bonds pricing at only 65bps over Treasury's for tranches up to 30 years is insanity. You're not getting any of the upside and it's a long time for competition/obsolescence to come along.
@AlexFinn This guy knows they're constantly improving these things all the time, right??
Guy Davis retweeted
$FRAS.L Frasers Group not happy with $AX1.AX announcing a second takeover this month. But who are Frasers? Here's a teaser/taster. (Disc: Long)
Guy Davis retweeted
Ah man!!
@gnoble79 It's more like the $NOPE investor experience.
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Christopher Bloomstra... @ChrisBloomstran
128K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business.
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17K Followers 393 Following In the end, investing is about valuation. Get 20% discount for the best valuation tool: https://t.co/GVl2oFiHXi
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22K Followers 2K Following Resource Speculator. “You've got to risk it for the biscuit" Everything said is OPINION not fact, DYODD. https://t.co/gnaVt4eTjD
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3K Followers 385 Following I look globally for undervalued quality companies. #ResearchAlpha #PeopleStructureValue
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2K Followers 2K Following Deep value PM. Former CIO under David Dreman. Founder, Hoover Capital. Austrian school, sound money, anti-bubble. Public takes only. Not advice.
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