iiinova — where your digital self keeps evolving

Reposted by John Hempton

GenevaGirl @michellev.bsky.social · 12/01/2026

In the morning update out from a European bank, crypto YouTube views sink to lowest level since 2011. Won’t someone think of the creators/ grifters?

4234

John Hempton @johnhempton.bsky.social · 06/01/2026

Hence Palantir will do good business

000

John Hempton @johnhempton.bsky.social · 28/12/2025

this is a test now of whether twitter - which is where I would have once gone for this sort of question - has any serious merit left.

060

John Hempton @johnhempton.bsky.social · 28/12/2025

Can someone with more knowledge than me explain to me - or lead me to a source which explains - why the Muslim Brotherhood is a source of violence in the Middle East but the political arm in Morocco (Justice and Development Party) oversaw a peace treaty and normalisation of relationship with Israel?

270

John Hempton @johnhempton.bsky.social · 06/11/2025

I always pictured you as a singing construction worker. Always cheerful and optimistic.

120

John Hempton @johnhempton.bsky.social · 21/07/2025

It is entirely convertible and will be converted over 60 years

010

John Hempton @johnhempton.bsky.social · 20/07/2025

I have a camcorder recording, originally obtained by bribes, of my then three year old saying that he likes big fat wet sloppy kisses from girls. I stored it for this occasion. And I never used it. I regret never using it.

070

John Hempton @johnhempton.bsky.social · 20/07/2025

The 100 plus billion is the right market cap. The price to sales about twenty and the margin well over 50 percent. Growth rate is high too, but duh.

120

John Hempton @johnhempton.bsky.social · 19/07/2025

Price to sales is 2.94 if you use 14 percent margin You need to work out the minority

110

John Hempton @johnhempton.bsky.social · 19/07/2025

Accounts complicated. Both your numbers are wrong

120

John Hempton @johnhempton.bsky.social · 19/07/2025

The owner shares are not counted. Diluted market cap much much larger

120

John Hempton @johnhempton.bsky.social · 19/07/2025

I bought a 7 percent position in 2013 and have held a full position ever since. I have alas trimmed it many times.

160

John Hempton @johnhempton.bsky.social · 19/07/2025

Except for stonks. Stonks have been the most exciting all year.

160

Reposted by John Hempton

Mark Lemley @marklemley.bsky.social · 14/07/2025

Now THAT's a cease and desist letter

563363649421

John Hempton @johnhempton.bsky.social · 14/07/2025

Is the Epstein client list a product?

030

Reposted by John Hempton

Stansaid Airport @stansaidairport.bsky.social · 18/06/2025

Historical Fact: Between March 1946 and August 1947, our airport was used for housing prisoners of war. This taught us everything we know about handling passengers today. #CustomerService

840643

Reposted by John Hempton

NY Times Pitchbot @nytpitchbot.bsky.social · 12/06/2025

Those who don't criticize the government have nothing to fear.

1467386

John Hempton @johnhempton.bsky.social · 10/06/2025

All corporate assets belong to the State. Buy stocks.

2636

John Hempton @johnhempton.bsky.social · 08/06/2025

And the US stock market trades at a premium because... There is a huge difference between what I see and you see and the market sees.

040

John Hempton @johnhempton.bsky.social · 29/05/2025

Question, and this is serious, has she had an affair with Elon or is this more innocent?

240

Reposted by John Hempton

Robert Saunders @robertsaunders.bsky.social · 28/05/2025

The most important achievement of the right in the C21st has been the invention of an all-powerful "establishment" that does not include the editor of the Sunday Telegraph, the world's richest media moguls, the party that was in govt for 14 years, Boris Johnson or the billionaire president of the US

22849224

John Hempton @johnhempton.bsky.social · 10/05/2025

A little bit of pork on a rotisserie, round and round it goes...

070

John Hempton @johnhempton.bsky.social · 27/04/2025

Deported is not the right word. You don't "deport" a citizen. They were trafficked. Charge the people who did this with kidnapping and child trafficking.

5823

John Hempton @johnhempton.bsky.social · 26/04/2025

The people who deported her should be jailed. And the people who gave orders should be too.

31039

Reposted by John Hempton

NY Times Pitchbot @nytpitchbot.bsky.social · 25/04/2025

Whether it's Hillary Clinton sharing risotto tips on a private server or Pete Hegseth using the nuclear codes as his password on Pornhub, both parties have ignored our nation's security.

351171142776

Reposted by John Hempton

NY Times Pitchbot @nytpitchbot.bsky.social · 21/04/2025

While the gospels say that Judas led the Romans to Jesus, a new theory is gaining traction with some Biblical scholars. There is evidence, some say, that Judas merely shared Christ's location on an insecure group chat that accidentally included several Roman officials and journalists.

344197004116

Reposted by John Hempton

NY Times Pitchbot @nytpitchbot.bsky.social · 20/04/2025

Pontius Pilate’s savvy decision to crucify Jesus was a political masterstroke, but ultimately he was removed as Governor of Judea after his costly tariff war with neighboring Roman provinces devastated Judeans’ 401ks.

191015113

Reposted by John Hempton

keyser soze @keysersoze2024.bsky.social · 02/04/2025

He’ll fold like a cheap suit & declare victory. He’ll announce imaginary deals & point to imaginary numbers on a chart. And that’ll be it. And that, depressingly, that will be sufficient for the mouth breathers & Murdoch media rage meth addicts. He won’t ever poll below 40% approval. Sad but true

2218

Reposted by John Hempton

keyser soze @keysersoze2024.bsky.social · 02/04/2025

If it is any comfort, this will be reversed within a month. It might not last even a fortnight, for just 1 plain simple reason: He’s a coward. Trump has literally always been a coward in business. The one who bluffed himself into losing all of his chips each time. Here’s how that works:

2318

Reposted by John Hempton

Will Stancil @whstancil.bsky.social · 01/04/2025

I remember a time long ago (early January) when a high federal officer manufacturing a gang conviction out of thin air in order to justify disappearing a completely innocent American resident into a foreign gulag without any due process or means of retrieval would be considered some kind of scandal

381546302

Reposted by John Hempton

onion person @junlper.beer · 29/03/2025

go anti-woke go broke

428169661938

Reposted by John Hempton

Mike Traynor, a know-It-all @miketrilobite.bsky.social · 31/03/2025

Godwin's second Law: "Anyone who uses 'woke' as a pejorative will turn out to be a fuckhead."

1979

John Hempton @johnhempton.bsky.social · 18/03/2025

Not often I advertise a new blog. But this guy (whoever he may be) very elegantly gives the case for Regeneron. $REGN notesfromthebeautycontest.substack.com/p/regeneron-...

notesfromthebeautycontest.substack.com

Regeneron Pharmaceuticals (REGN)

A Deep Dive

4243

John Hempton @johnhempton.bsky.social · 17/03/2025

As a fund manager I know what it is to do worse than you would expect. Shit happens. Too regularly for my taste. But I am amused by the language some use to describe losses: "the fund contracted 2.7% in February"... I guess they had no flows.

1140

John Hempton @johnhempton.bsky.social · 11/03/2025

Got an actual neo Nazi advert, showing swastikas approvingly, on twitter

4142