Reposted by @moatlesscapital.bsky.socialrev. howard arson @theophite.bsky.social · 04/03/2025a good example of this is that the Netherlands, acting alone, could turn off all of TSMC's and Intel's investment by putting export controls on lithography equipment. 1448138
moatlesscapital.bsky.social @moatlesscapital.bsky.social · 27/02/2025I think @nosunkcosts.bsky.social has been spot on in his characterization of the pathway we’re on in the U.S. and the parallel with how the process happened in China since 2020 (with Shanghai 2022 as the biggest ‘oh shit’ moment). However…. 140
moatlesscapital.bsky.social @moatlesscapital.bsky.social · 25/02/2025Just had a thought - the people hyping up ‘box economics’ (“only 2 year payback”) of Chinese restaurant chains are same as the people hyping up ‘wellhead economics’ (“wellhead IRR of 65%”) of US shale E&P companies. While not incorrect, the decline rate is rather high. 020
moatlesscapital.bsky.social @moatlesscapital.bsky.social · 18/02/2025www.rvcapital.ch/post/co-inve... 5 years ago from @robvinall 010
moatlesscapital.bsky.social @moatlesscapital.bsky.social · 12/02/2025The Queen meets the King #IYKYK 010
