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From SPCE to WEN
I am convinced the same bag holders who spam SPCE are now the same bag holders who are spamming WEN. Let me give you a tip boys: this isn't going to the moon. THE MARKET IS NOT ROTATING INTO FRIES. THANK YOU FOR YOUR ATTENTION TO THIS MATTER.
Bitcoin at a Turning Point? Samson Mow Says The Cycle Sped Up
This is a simple valuation of Domino's PIzza inc ($DPZ).
This is a simple valuation of Domino's PIzza inc ($DPZ). After i read [this compelling article](https://www.reddit.com/r/ValueInvesting/s/AIFxbuD8oi) over the weekend, i decided to take a look at DPZ. The following format is consistent across all my "simple valuation". I will give my conclusions and comments below. **Disclosure**: i don't own the …
Six months ago we called Microsoft overvalued at $490 and got roasted for it. It's now $373. Here's where it stands.
In December, I [posted](https://www.reddit.com/r/ValueInvesting/comments/1p9ks0t/understanding_michael_burrys_nvidia_short_the/) a breakdown in this sub arguing Microsoft was overvalued at $490, in the context of its capex spend (a concern Michael Burry had raised). I got a fair amount of criticism for those valuations. Here is exactly what I said at the time: "Assuming the P/E …
If WEN Goes Bankrupt, Where Are We Supposed To Work?
Listen up, fellow degenerates. Every day we meme about Wendy’s. Every day someone ends up “working behind the dumpster” after a bad options play. But have we ever stopped to think about who is really there for us when our portfolios implode? Wendy’s. When our calls go to zero, Wendy’s …
Why I’m Bullish on ZINC: Privacy, Scarcity, and One of the Most Unique Protocols on Solana
I’ve been digging into ZINC lately, and I think it’s one of the more interesting projects being built on Solana. It isn’t another meme coin or another copy-paste DeFi protocol. It’s trying something genuinely different. Here’s why I’m paying attention. **Private Mining** Unlike traditional on-chain games where everyone can see …
Zuck is going to cook
Meta is being critized very hard on the huge capex and for a valid reason, the past faillure with the metaverse. But people forger that zuck is very very good at copying other stuff and making money out of them. Ai is a valid technology that we all know about …
WEN Stock Gains Overnight: Retail Mood Peaks Amid ‘Wendependence Day’ Buzz
Polymarket and Kalshi both point to the same Bitcoin outcome: the most likely price is below where Bitcoin is trading now.
Is anyone shorting Global ETFs ahead of July 7th?
Seems there's some concerns around SpaceX being forced into everyone's VRWP and the like - does anyone else feel like the auto-ETFs like this should be shorted ahead of that date? Or have I eaten too many crayons? No positions on this. Just doing my DD behind the dumpsters.