Source material behind every call on the tape.
The longer I invest, the bigger the pot gets. My portfolio is currently at 400% of my initial investment, which means any win or loss is now four times larger than it used to be. Because of this, I am …
Tesla trades at like 360 times earnings and pretty much has no bull case cause even if Tesla takes us to fucking Asgard that shit would still be priced in, and a more likely case which is byd eats teslas …
I basically get paid to sit in crypto Twitter all day and figure out what matters, which sounds cleaner than it is. Most of what you see there is just performative noise. People post for attention, for engagement, for a …
Just want to preface this by saying that this is my personal view of the current market and that I would be happy to hear you thoughts on what you think is coming next. The AI trade appears to be …
Just want to preface this by saying that this is my personal view of the current market and that I would be happy to hear you thoughts on what you think is coming next. The AI trade appears to be …
How can I understand how much money is getting generated from an investment a company just made? Talking about how to read and interpret that from quarterly reports. Any real examples?
Second time this month I've run into the same trade. ORCL got repriced for borrowing to build AI capacity. Now MSFT is getting repriced for paying cash. Same fear, different balance sheet. The numbers: \~$387, about 30% off the high. …
Anyone got a stock like Travelzoo (TZOO) that’s been buying back like 15% of its shares in the last 18 months? Show me one and I’ll probably buy it too 😂 TZOO’s been going hard — repurchased a ton in …
He seems less than pleased with the product of late. I’m concerned about the long term implications that may have on my holdings. Thanks