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    Paul Kedrosky Twitter Profile
    Paul Kedrosky
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    Twitter Profile
    Twitter ID: pkedrosky
    Location :2,450 m
    Tweeting Since :03/20/2007[MM/DD/YY]
    Tweets :27,922
    Followers :292,000
    Following :322
    Listed :5,097
    WebSite :http://t.co/Oc9VtTK5yS
    Bio :Partner at SK Ventures. Bloomberg contributing editor. Lapsed golf course maintenance guy. Reclusive enigmatic; previously genius.

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    INTC, MSFT & CSCO haven’t been growth cos for a decade: their cheapness is warranted.  Growth rates matter. Idiots. http://t.co/OBhpj0JUQQ Why are public tech equity repricings so jarring? Because the growth regime changes are often discontinuous. http://t.co/OnHn44d12t Charts like this piss me off. Can’t decide if it’s propaganda, dumbth, or both. (Source: https://t.co/OdF2TJolAq) http://t.co/gtG0r2E2Mw
    RT @rsimmon: Shipping lanes (!) are visible in this map of CO2 fluxes http://t.co/KbpD6H14CP by @kennelliott @PostGraphics http://t.co/5QHO… RT @rbalesuc: Sierra Nevada #snow research. Very few of our 150 sensors still reporting snow, given warm #cawx, #cadrought. http://t.co/EIZ… RT @rundavidrun: Apparently, a sufficient number of puppies can explain any computer science concept. Here we have multithreading: http://t…
    RT @iimag: Machines and AI are transforming how #pensions, #endowments and sovereign funds manage assets http://t.co/T5IVSLGBmR http://t.co… Yesterday in current heat wave,  SoCal beat some 125-year-plus temperature records http://t.co/fyqsAgoaC7 Was doing a search on Google Scholar today, and two Fox Business stories popped up. Tell me that’s a joke. http://t.co/MYVsA5u4CU
    Guy asks on Reddit what Python “life hacks” people have come up with to improve their lives. Answer is gold. http://t.co/Hjatn9lcno Now so many U.S./Mexico drug tunnels that they’re running into each other http://t.co/YgFkISIK03 /cc @GreatDismal http://t.co/k3L6PAOYfj UNICORN ROTATION AHEAD. YOU’VE BEEN WARNED. RT @hrishio: @pkedrosky http://t.co/2lsC8UA5WP
    Great solo win by Nairo Quintana  in crazy snowy fifth stage of Tirreno-Adriatico stage race today http://t.co/wZiKVvrgef The “Whoo, disruption!” crew love this Fortune 1000 turnover stat, but kids, there is more than one thing going on http://t.co/0XV2SdO0xS At least we have one thing to thank Jeremy Clarkson for: Improving literacy, sort of http://t.co/0g9btXy1c9
    Every once in a while I think I have too many live weather maps on my desktop http://t.co/z5n2Y8duKS RT @nature: On the cover this week: The human epoch. Defining the Anthropocene http://t.co/JWpBz5wl0H RT @PenguinUKBooks: The world has lost one of its brightest, sharpest minds. Rest in peace, Sir Terry Pratchett. http://t.co/pSTWHKAvJz
    Mt Baker is closing early, but Hawaii now has a winter storm warning. Go home Winter 2014/15 — you’re drunk. http://t.co/mu9tqK0t4e RT @TheEconomist: Tech firms are building pharaonic head offices again http://t.co/8zGixg13JO http://t.co/joUwcfMu2D
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    Paul Kedrosky Twitter Videos

    Anserine? Woody. Not tinny. [16days]
    Some goldens just have this thing about Australian Open tennis []
    Speaking of Joe Strummer, my annual request that you go watch the documentary The Future is Unwritten []
    Awesome. Haunting. Springsteen’s isolated vocals from Born to Run. /via []
    If.you havent seen the hyperbolic topspin serve in action, a video. Its like a ping pong ball railgun. []


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    Paul Kedrosky Twitter Tweets

    @jjhikes I went to a school nicknamed “Last Chance U”. Worked out okay. [1hr via Tweetbot for Mac]
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    The US fascination with so-called elite colleges is baffling to me. [1hr via Tweetbot for Mac]
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    INTC, MSFT & CSCO haven’t been growth cos for a decade: their cheapness is warranted. Growth rates matter. Idiots. View Photo [1hr via Tweetbot for Mac]
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    @DavidSchawel I should say, dramatically as a % of total. [13hrs via Tweetbot for Mac]
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    @DavidSchawel Yeah, bastards. Not that much. Its market cap had declined dramatically before going private. [13hrs via Tweetbot for Mac]
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    @epc Not really. Broadband boom, 2000 upgrade cycle, etc. It all conspired to pull years of demand forward, & never came back. [13hrs via Tweetbot for Mac]
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    @jimomal77 Just check that graphic I posted. Stunning sales growth, however created. Options were gold. [13hrs via Tweetbot for Mac]
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    @jameskwantes Yup. Good times. [13hrs via Tweetbot for Mac]
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    @ryan_mcintyre A question I ask regularly. Apparently the only answer is “Move to Scandinavia”. [13hrs via Tweetbot for Mac]
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    The combined market cap of Dell, Microsoft, Intel & Cisco peaked at around 45% of Nasdaq 100 capitalization — & has since fallen to 14%. [13hrs via Tweetbot for Mac]
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    Why are public tech equity repricings so jarring? Because the growth regime changes are often discontinuous. View Photo [13hrs via Tweetbot for Mac]
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    @rwrodgers Not even me. [14hrs via Tweetbot for Mac]
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    @rwrodgers It’s that faux street/hip thing. Drives me nuts. [14hrs via Tweetbot for Mac]
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    Can we drop the “drops mic” meme now please? I thought it was crushed years ago. [Drops mic.] [14hrs via Tweetbot for Mac]
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    Weird new Season 23 Top Gear trailer. Strange post-Clarkson direction. https://t.co/k8SfL4e9Nh [16hrs via Tweetbot for Mac]
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    @seckhardt The field looks like Russian taiga. [16hrs via Tweetbot for Mac]
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    @stilespaul1 Right! Maybe he’ll come to Liverpool! [Paul brightens] [16hrs via Tweetbot for Mac]
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    @mhelft Yup, The Foot, which is, I’m sure, insured for a bazillion. [16hrs via Tweetbot for Mac]
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    @gooderdle No, some toe thing [16hrs via Tweetbot for Mac]
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    Snowing at Argentina vs Ecuador match in New Jersey tonight. You NJ people know how to treat Messi right. [16hrs via Tweetbot for Mac]
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    @cumiastowski I would then be “more okay”. The comparison implies the opposite. Wrongly. [17hrs via Tweetbot for Mac]
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    @srini Because it’s a cheat. Large-cap public tech is much lower grower now than 15 years ago. Trades at collapsed multiple. [17hrs via Tweetbot for Mac]
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    @gbdavis1 Conflates or ignores a host of things, not least declining growth of large-cap tech in last 15 years. [18hrs via Tweetbot for Mac]
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    Charts like this piss me off. Can’t decide if it’s propaganda, dumbth, or both. (Source: https://t.co/OdF2TJolAq) View Photo [18hrs via Tweetbot for Mac]
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    RT @rsimmon: Shipping lanes (!) are visible in this map of CO2 fluxes View Details by @kennelliott @PostGraphics View Details[22hrs via Tweetbot for Mac]
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