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Yellow Lab Life Capital
@YellowLabLife
I am not as smart as I sound, so please don't listen to me
Joined January 2020
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    EUCALYPTUS TREE, Jan 3, 2022 (Newswire) 7:00 AM: The koala is an unrestricted free agent There is no pre-contract or handshake on a max deal to be signed on a certain date What will come in '22, let's see, but until then no compliance regime Let the mayhem begin...
    GIF
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    Bill Ackman has never been more relatable than this โ€œYou brought my wife into this and now I shall burn MITโ€™s faculty to the fucking groundโ€ โ€œThe husbands of America should take notesโ€ - Mrs. Koala
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    Replying to @HedgeDirty
    It's called the Atlantic Ocean between USA and Europe mate
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    Cathie Woods saying she expects her ETF to generate a 40% IRR next 5 yrs will go down in history as one of the most cringe moments of this market era Think about what a 40% IRR means on a portfolio level where no position can be >10% of the portfolio Like really think about it
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    In 5 yrs, when 1 of 2 things have occurred, just remember, @elonmusk spent $44Bn on a social media app when Vale would have sold him 200+kt nickel business for $40Bn 1) Not enough battery metals to feed all the gigafactories 2) Metal prices so high EV px roof to unaffordable
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    Going to say something polarizing here but itโ€™s an observation: If UAW workers makes what a mid-level multi-manager pod analyst makes in base salary living in NYC where โ€œavg rent is >$5k/moโ€ with no bonus certainty It shows how much the status of finance bro has deflated, how
    ๐Ÿ”ธGM CURRENT OFFER SAID TO PAY $150,000 A YEAR IN PAY, BENEFITS $GM
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    When you actually take a step back and think about it, most of fintwit and its best anon accounts are buyside/sellside mid level professionals hitting an artificial ceiling because seniors wonโ€™t retire or pay fairlyโ€ฆput another way itโ€™s the initial inner thoughts before
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    Alright, the koala didn't have to do this but some of you donโ€™t seem to have figured this out yet, so let's have some eucalyptus tea: The Professor is playing chess and Sprott/uranium squeeze crowd are playing checkers 1/n
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    I know deal flow is slow right now, but GS having 20 something analysts picking up sidewalk trash in Tribeca, one of NYC's richest neighborhoods, on a Wednesday at 10 am wearing GS logoed "Community Teamworks" shirts is one of the silliest things the koala has seen YTD
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    Peter Navarro has been deported to El Salvador hasn't he
    *TRUMP ASKED IF HEโ€™LL PLAY HARDBALL WITH CHINA, SAYS NO
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    Why won't natural resource companies invest in growing supply after a decade of being screamed at by governments and the public to not invest more capital, being told they are destroying the environment, & having their valuation multiples cut in half?
    GIF
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    Put together a โ€œbuy & holdโ€ 2-3 yrs mining book today here is what made the cut: Vale Glencore US Steel Ivanhoe Cu Mtn AlphaMoon Whitehaven Just missed the cut: Century Teck If the person who received this follows the koala, consider this the disclosure we can both deny later
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    Best Wall Street movie dialogue now & for rest the 21st century "I think you need to get back here" "What?" "It's 11pm at night" "I'm well aware of the fucking time it is Sam, you need to see this" "Email it to me" "I don't think that that would be a good idea" "I'm on my way"
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    Donโ€™t think the koala forgot about this one Hello from AlphaMoon $AFM.V
    @YellowLabLife I want to see you fly to Alphamin site and stay long the name. I guarantee youโ€™d be dumping all shares at hotel on wifi.