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Guasty Winds Profile picture
Guasty Winds
@guastywinds
ex-HF L/S. I short frauds and buy cheap stocks. 井の中の蛙大海を知らず https://t.co/PJmNydcusl
Jan 4, 2024 • 6 tweets • 1 min read
Mini thread for new/aspiring analysts:

Tip #1: Spend the first few weeks of your investing journey reading investing books. Read the classics. Read maybe 5 or 6. After that, never read another one. I wasted so much time reading 30+ investment books. Not worth it Tip #2. Every night before bed, after dinner or whenever u have time, try and learn about a new company. Business section of 10-k, latest earnings press release and transcript on 2x speed. Will take 1-2 hours. It compounds incredibly well
Aug 2, 2023 • 7 tweets • 3 min read
$APLD

F2Pool and JointHash are no longer listed as customers in the '23 10-k. They have been replaced by GOI (related-party) and a mysterious "Arrakis, inc."

The company has only ever had 6 customers at 100% of capacity.

Was F2Pool ever a customer?
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Image GOI is owned by Alternity Fund, LTD. Alternity is part owned by Guo Chen (as disclosed) and Jason Zhang, as per Radient.

Surely enough, GOI's address is also listed at APLD's office.

Jason Zhang is Applied Digital's president, co-founder, ex-board member and current SAI CEO
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