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Leon Cooperman: "I believe in God. I don’t think he wants everybody to get rich."

Leon Cooperman: "I believe in God. I don’t think he wants everybody to get rich."

100,291 просмотров

Pershing Square's Bill Ackman: We look for businesses that if the stock market shut down for a decade, it would become a more valuable and profitable company

Pershing Square's Bill Ackman: We look for businesses that if the stock market shut down for a decade, it would become a more valuable and profitable company

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In Dave Portnoy’s memoir, he claimed that the Call Her Daddy co-hosts were planning to accuse Barstool of sexual harassment to get out of their contracts. Alex Cooper’s response:

In Dave Portnoy’s memoir, he claimed that the Call Her Daddy co-hosts were planning to accuse Barstool of sexual harassment to get out of their contracts. Alex Cooper’s response:

Wall Street Rollup

2,610,381 просмотров • 11 дней назад

OpenAI President Greg Brockman: "Compute is the new Oil"

OpenAI President Greg Brockman: "Compute is the new Oil"

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222,210 просмотров • 6 дней назад

Ken Griffin at Milken: “What the mayor of New York has made clear to my partners, and principally my New York partners, is that we need to double down on our bet in Miami"

Ken Griffin at Milken: “What the mayor of New York has made clear to my partners, and principally my New York partners, is that we need to double down on our bet in Miami"

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2,140,719 просмотров • 3 месяцев назад

Andrew Ross Sorkin challenged GameStop CEO Ryan Cohen on how $GME has enough financing to acquire $EBAY

Andrew Ross Sorkin challenged GameStop CEO Ryan Cohen on how $GME has enough financing to acquire $EBAY

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1,609,645 просмотров • 3 месяцев назад

Chamath Palihapitiya says he regrets coming on CNBC and talking about SPACs in 2020 & 2021

Chamath Palihapitiya says he regrets coming on CNBC and talking about SPACs in 2020 & 2021

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243,734 просмотров • 1 месяц назад

Verizon CEO Dan Schulman says they saw a 1,280 basis point shift after replacing some customer service reps with AI agents.

Verizon CEO Dan Schulman says they saw a 1,280 basis point shift after replacing some customer service reps with AI agents.

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464,128 просмотров • 2 месяцев назад

Centerview: Analyst work that would’ve taken 3 weeks now takes a couple hours.

Centerview: Analyst work that would’ve taken 3 weeks now takes a couple hours.

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415,254 просмотров • 2 месяцев назад

Apollo’s Marc Rowan Believes Software PE Returns Will Be "Disastrous" "The price they paid reflected a future that did not have AI in it and now there's AI in it."

Apollo’s Marc Rowan Believes Software PE Returns Will Be "Disastrous" "The price they paid reflected a future that did not have AI in it and now there's AI in it."

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278,806 просмотров • 2 месяцев назад

Steve Eisman: “It's possible the hyperscalers and large AI players are becoming like airlines”

Steve Eisman: “It's possible the hyperscalers and large AI players are becoming like airlines”

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185,017 просмотров • 2 месяцев назад

Apollo’s Marc Rowan on Redemptions and Software: “If you can’t as a 1L credit manager meet 5% redemptions per quarter, I’ll say it frankly, you’re an idiot.” “If you discovered 8 weeks ago that enterprise software was vulnerable to AI, you kind of weren’t doing your job.”

Apollo’s Marc Rowan on Redemptions and Software: “If you can’t as a 1L credit manager meet 5% redemptions per quarter, I’ll say it frankly, you’re an idiot.” “If you discovered 8 weeks ago that enterprise software was vulnerable to AI, you kind of weren’t doing your job.”

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311,385 просмотров • 4 месяцев назад

Jim Chanos: "Middlemen should never trade at higher multiples than the company that controls their supply"

Jim Chanos: "Middlemen should never trade at higher multiples than the company that controls their supply"

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132,366 просмотров • 2 месяцев назад

NYC Mayor Zohran Mamdani responds to Ken Griffin’s comments yesterday: “I want all New Yorkers to succeed, that includes business owners and entrepreneurs…” “That does not negate the fact however that our tax system is fundamentally broken…” “…We need meaningful tax reform that includes the wealthiest New Yorkers paying their fair share”

NYC Mayor Zohran Mamdani responds to Ken Griffin’s comments yesterday: “I want all New Yorkers to succeed, that includes business owners and entrepreneurs…” “That does not negate the fact however that our tax system is fundamentally broken…” “…We need meaningful tax reform that includes the wealthiest New Yorkers paying their fair share”

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201,538 просмотров • 3 месяцев назад

Steve Eisman on private equity's software problem: "Private Equity investments in these software companies…they’ll never get out.” “…The public multiples have been cut by more than half. There's nothing you can do about that." Eisman doesn’t think mergers solve this either given the multiples will still remain compressed.

Steve Eisman on private equity's software problem: "Private Equity investments in these software companies…they’ll never get out.” “…The public multiples have been cut by more than half. There's nothing you can do about that." Eisman doesn’t think mergers solve this either given the multiples will still remain compressed.

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204,055 просмотров • 4 месяцев назад

Goldman Sachs CEO John Waldron expects Banking to become automated like manufacturing. “I often describe Goldman Sachs as a human assembly line.”

Goldman Sachs CEO John Waldron expects Banking to become automated like manufacturing. “I often describe Goldman Sachs as a human assembly line.”

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147,274 просмотров • 3 месяцев назад

Sam Altman alludes to Anthropic’s Dario Amodei’s messaging about AI taking a large amount of jobs as a “terrible message”

Sam Altman alludes to Anthropic’s Dario Amodei’s messaging about AI taking a large amount of jobs as a “terrible message”

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103,074 просмотров • 2 месяцев назад

Uber CEO Dara Khosrowshahi: "We Blew Through Our AI Budget in a Quarter" In response, Uber is doing three things: -Slowing headcount growth as AI makes engineers more productive -Reserving expensive frontier models for exploration only and shifting production workloads to cheaper open source models -Capping each employee at $1,500/month per AI coding tool

Uber CEO Dara Khosrowshahi: "We Blew Through Our AI Budget in a Quarter" In response, Uber is doing three things: -Slowing headcount growth as AI makes engineers more productive -Reserving expensive frontier models for exploration only and shifting production workloads to cheaper open source models -Capping each employee at $1,500/month per AI coding tool

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99,031 просмотров • 2 месяцев назад

Steve Eisman is short $FICO “I think FICO very arrogantly raised prices about over 500%…” “Has ticked off literally everybody in the lending world.”

Steve Eisman is short $FICO “I think FICO very arrogantly raised prices about over 500%…” “Has ticked off literally everybody in the lending world.”

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128,211 просмотров • 3 месяцев назад

Ken Griffin at Milken: “How did you feel about the Mayor’s little video?” “It was creepy and weird.”

Ken Griffin at Milken: “How did you feel about the Mayor’s little video?” “It was creepy and weird.”

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91,958 просмотров • 3 месяцев назад

Brookfield CEO Connor Teskey says investors are concentrating their capital with a smaller number of large, scaled managers.

Brookfield CEO Connor Teskey says investors are concentrating their capital with a smaller number of large, scaled managers.

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85,277 просмотров • 3 месяцев назад

Steve Eisman on the issues in Software lending in Private Credit: “When it’s time to get them refinanced, who’s going to want to lend to them when the equity is less than half?” “The equity value has been obliterated.”

Steve Eisman on the issues in Software lending in Private Credit: “When it’s time to get them refinanced, who’s going to want to lend to them when the equity is less than half?” “The equity value has been obliterated.”

Wall Street Rollup

91,633 просмотров • 3 месяцев назад