Casino Capital, CFA Level 3 Exam Passer
@CasinoCapital
Followers
9,667
Following
1,603
Media
5,760
Statuses
18,127
The House Never Loses
Edinburgh, Scotland
Joined December 2018
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
Sinwar
• 801342 Tweets
Rosé
• 624997 Tweets
#يحيي_السنوار
• 283976 Tweets
Bluesky
• 246590 Tweets
Calderón
• 215190 Tweets
スーパームーン
• 191228 Tweets
Tyler
• 98922 Tweets
غير مدبر
• 69150 Tweets
#TUDUMNaLata
• 65962 Tweets
Monsalve
• 64767 Tweets
#OurPreciousFOURTHTurns20
• 59483 Tweets
HAPPY FOURTH DAY
• 57601 Tweets
Rafah
• 55262 Tweets
#Hamas
• 40733 Tweets
ابو ابراهيم
• 34134 Tweets
対象作品
• 23243 Tweets
Perón
• 22858 Tweets
Macaya
• 18455 Tweets
Karen Nyamu
• 17409 Tweets
Red Bull
• 14027 Tweets
Vural Çelik
• 11737 Tweets
ESTRENO URANUS2324 MEXICO
• 10706 Tweets
Hakan Fidan
• 10496 Tweets
احمد ياسين
• 10397 Tweets
Every time I look at US vs UK stocks in the same industry, the chart always looks like this:
(1/x)
65
225
5K
How can AT1 bonds be zero'd when they're more senior than equity which is getting paid 2bn, you ask?
Because bondholders agreed they could be.
Here's the section in the $CS 9.75% AT1 prospectus (don't worry if you weren't aware, half the holders prob haven't read this either):
96
361
2K
Historic market cap losses from peak to bankruptcy:
Worldcom - $180bn
Enron - $70bn
Lehman - $60bn
Tesla loss today - $140bn
36
192
1K
$RIVN worth 2x $TWTR, despite both selling almost the same number of electric cars...
13
48
663
Feb 26th - as $TWTR hit new all-time highs of $78, Goldman raised its price target to $112
Today - now the stock is down 20% to $62, Goldman cuts $TWTR to sell with a price target of $60
Thanks for playing!
45
63
631
What if - and hear me out here - Tesla ISN'T worth 700 billion dollars?
47
29
548
$META
2022
Employees +20%
Stock -64%
2023
Employees -22%
Stock +194%
Moral of the story - fire everyone
16
34
517
@MlSTERSANDMAN
@ncoronado21
@boringcompany
Because building many, many roads reduced congestion so well.
8
3
465
🇬🇧 A GUIDE TO UK STOCKS 🇬🇧
Large cap: all garbage, never go up
Mid cap: a matter of time until the inevitable profit warning
Small cap: a holding phase before becoming micro cap
Micro cap: frauds, all of them
24
31
519
@SahilBloom
BP inventing the personal carbon footprint, to shift global warming blame from oil companies onto consumers.
7
102
489
You can buy the top 10 oil tanker stocks for $9bn, they'll make about $3bn this year.
You can buy $UBER for $52bn, they lost $3bn this quarter.
Your choice 🤷♂️
21
52
443
Friends just bought a house in Canberra, I'm shocked at the prices there.
£1mm+ equiv for a 1400sqft bungalow, less than half an acre, no pool, and up 50% from 3 years ago.
Only the Aussies could engineer a property bubble when you've nothing but space for 100 miles around you!
49
30
437
Jack Dorsey
@jack
made about the same from Twitter that Trevor Milton made from $NKLA (~$1bn)
15
42
373
Made a chart of current price action:
8
34
385
Elon sold PayPal for $1.5bn
Today it's worth $290bn
It's possible ... maybe ... that he has no clue how money works.
@ChainLinkGod
@PeterMcCormack
Hey cryptocurrency “experts”, ever heard of PayPal? It’s possible … maybe … that I know than you realize about how money works.
7K
6K
42K
44
29
351
If only Hertz had spun a story about moving to robotaxis so getting their stock up to 100x what it's really worth and where they could just issue equity to fund losses forever. Guess they didn't understand the new paradigm. Fools.
$HTZ
13
37
342
The clown car that fell into a gold mine is about to give the gold mine to the guy that makes clown cars
$TWTR
14
27
339
Shopify ($92bn) worth more than Citi ($87bn)
$SHOP $1.58bn 2019 revenues, $125mm loss
$C $66bn 2019 revenues, 20bn profit
Sure, $SHOP revenues up 47% YoY, but really people....
25
29
331
8
9
319
Ever since I realised every UK smallcap is a fraud, it's funny to watch others recommend them.
"yeah this London-listed Canadian mining company is sitting on 400 years of unobtainium deposits in Zamunda, drilling results look good, just need final gov mining approval and they'll
18
21
322
The future holds a lot of potential, but make sure you don't overpay for it... (1/x)
"Home workouts are the future"
$PTON
13
55
309
Bank Capital Investors:
"You can't screw us like this, we'll never buy a new issue again"
Issuers:
"How about a coupon 2% higher than last time?"
Bank Capital Investors:
9
18
281
@quantian1
For a smidge over $2mm can I interest you in a 42,000sqft Scottish Castle in 20 acres with its own loch
11
7
275
Free advice:
If you manage to grow your portfolio from $1.5bn to $35bn using insane leverage, sell it and go enjoy the beach, rather than defrauding your prime brokers and blowing up your fund trying to make even more.
#hwanged
23
11
275
19 of my top 20 positions are up today
4
9
264
Tupperware up more than Bitcoin this year, but where are all the "plastic containers are the future" bro's? $TUP
10
24
264
@agnostoxxx
Not to make light of your message, but advice for kids - apply to sales & trading instead of IBD, you'll work half the hours, no weekends, and quicker upside if you're good/lucky.
9
6
249
If you bought Ryanair a year ago with a thesis that a pandemic-induced collapse in global air travel was coming and would be good for their business, congratulations, you made 15%!
7
20
242
Someone talk me out of buying an island on Loch Lomond.
142 acres, a cottage and a jetty for £995k.
What could go wrong?
49
3
230
Playbook for the coming weeks:
- Russia doesn't invade Ukraine
- Fed hikes less than market thinks
- Stocks rip
17
7
224
Shoutout to my broker who had no borrow when I tried to short $CVNA at 100 and 150.
7
6
201
Carvana sells about $15mm worth of cars a day and the CEO sells about $7mm worth of stock a day.
Seems normal. $CVNA
If a CEO sells $7 million worth of stock everyday, I'm not touching the stock. Don't care how much he owns or the reason. $CVNA
6
3
50
6
23
200
OK. Time to learn to code. Python here we come.
#100DaysOfCode
Professional in 100 days it says. So should have my billion-dollar app idea up and running this year.
6
38
202
My mate who has impeccable timing in buying the top in everything just opened a Coinbase account today to buy Bitcoin for the first time.
5
5
204
Rough day for my profitless bubble stocks list
12
29
195
I don't see anyone on the feed celebrating being long $NVDA
Like, no-one.
When $TSLA had its blow-off top, every other post was exuberant longs.
But $NVDA is crickets...is it all just index funds and Nancy Pelosi that own it?
52
3
188
If you came into the year with a thesis that another 100bps of rate hikes on top of the 425bps in 2022 would be great for New York office property, congrats, you nailed it and made 27%!
8
2
190
Built a model valuing $BRK as the present value of all future expected dividends.
How is this not the best short in the market?
21
6
185
I see Axl Rose is trending in the UK because Boris keeps delaying this press conference 😂
1
32
176
If I was Revolut, who have been trying for years to get a UK banking licence, I'd simply use my pretend valuation of £15bn to buy Metro Bank for £65mm, and chuck in a little equity capital on top 🤷
Win-win all round
#mtro
With Metro Bank equity melting to £65m this morning and an ambitious £600m required, it is hard to imagine what the eventual outcome will be.
An equity deal will be hard as it is super dilutive and the amount required is daunting.
Can they raise an AT1 instead and fast enough?
8
8
102
16
10
179
It's funny how the UK property market is in total freefall, but everyone's chill about it because the official stats lag so badly.
Here's a random property near my old house I've been following (1/x)
34
16
177
Only just noticed this from a few days ago. Peloton repricing existing stock options 67% lower for staff. Completely mad.
$PTON
23
17
159
I've not seen this much speculative stock pumping since
Can someone remind me how that ended?
34
14
150
I've spent years here posting memes, quips, funnies and trade ideas for likes, yet my most popular tweet turns out to be a bond prospectus screenshot from page 74 section 7 paragraph a) iii) A) 🤷
If this is what you really want, I'm gonna be extra-boring for you from now on 🤣
How can AT1 bonds be zero'd when they're more senior than equity which is getting paid 2bn, you ask?
Because bondholders agreed they could be.
Here's the section in the $CS 9.75% AT1 prospectus (don't worry if you weren't aware, half the holders prob haven't read this either):
96
361
2K
19
9
162
$TWTR super-follows
- You spend 5 bucks
- Apple takes $1.50
- Twitter takes 10 cents
As a Twitter shareholder, all I can say is 🙈
18
18
156
Quick reminder that Tesla isn't just junk rated, it's deep junk.
Unheard of for a market cap like this.
13
30
141
If you bought $AMC a year ago, you're down 90%
If you bought $AMC a day ago, you're up 90%
Day-trading > Buy-and-hold
12
6
150
@FreestyleTrdr
@PlainSite
It's a CLASSIC quote I never forget.
PS. Microsoft is trading 10x sales today..
11
34
139
As a hyper-successful VC investor and startup founder, here's my morning routine:
4am - meditate
5am - run 20 miles
6am - ice bath
7am - breakfast of lemon water
8am - read 4 books
9am - call the bank to check on my billion dollars of unsecured deposits
10am - tweet for bailout
9
13
146
Back into GoPro $GPRO at $8.80
Consistently smashing earnings, solid growth, 40% of the market cap in cash, $100mm buyback in place, 100%+ yoy subscriber growth...still mostly considered a joke of a stock, so a possible sentiment shift some day too.
#MakeCamerasCoolAgain
11
3
145
"It's important to share my losses as well as my wins....I only made 10x on a crypto trade and 2x on an NFT, I can be such a failure sometimes..."
7
3
141
This from a US in-law, in case you wanted an insight into the current buyer base of stocks...
17
5
137
@ajb_powell
Nobody could have seen that coming...
@GerberKawasaki
@BrianFeroldi
@RemindMe_OfThis
My own prediction is 90% of these will be a lot lower, a really ugly list of picks IMO..
2
0
34
2
0
144
12hr slow-cooked sweet potato fries, a step-by-step recipe:
1) go to pub for several 🍻
2) once home, chop sweet potato into strips & drizzle with olive oil
3) put in hottest oven (220C/430F)
4) forget about them until the next day
5) Voila! <chef's kiss 👨🍳>
9
3
136
Americans - "Why is everything so expensive?"
Also Americans - "How dare the UK Competition Authority block a merger!"
$ATVI
18
12
139
Today in broken Britain:
- Wales 🏴 shuts its last steel blast furnace and will rely on imports instead
- UK 🇬🇧 shuts its last coal power station
- Scotland 🏴 raises minimum sale price for alcohol by 30%🍺
- If you own a chicken, you must now tell the government 🐔
15
10
137
I see lots of cool kids wearing Saucony
Wife says Sweaty Betty is better quality than Lululemon
Merrell shoes are everywhere, tho maybe I go to too many hiking shops
$WWW owns all 3 brands (and more) with just $700mm market cap 🤔
20
5
134
@HenryPryor
Pro-tip 1:
If you need a mortgage to buy a £7m house, don't buy a £7mm house
Pro-tip 2:
If you're trying to hide your identity in an obnoxious article with a false name, try harder. Only one £7m house sold in Berkshire in last year, name easily obtainable from Land Registry.
11
2
129
My first bonus, and still one of the best, as it was totally unexpected
Analysts nowadays don't know how good they've got it!
#LehmanBankruptcyDay
11
3
131
If anyone had a worse trade idea this year than this, I want to see it
Wirecard down 99.6% and bankrupt, Tesla up 250%, oops 🙈
12
1
125
Everyone's sh*tting on $TSLA today, but you can't deny that it's incredible you can summon your car from New York to LA at the touch of a button.
In ~2 years, summon should work anywhere connected by land & not blocked by borders, eg you're in LA and the car is in NY
927
4K
8K
6
7
133
Let's look at which stocks are outperforming:
$TSLA
- Loses money on every car
- Factory shut
=> stock flying
$UBER
- Loses money on every trip
- No-one using it now
=> stock flying
$NFLX
- Spends billions making shows
- Filming shut down
=> stock flying
11
28
120
@jgreco
Reminds me of about the drunkest I ever got, was the night before Lehman went back from smart casual to suits ('03?)
Forgot, and turned up casual the next day, which made me stand-out even more whilst I puked in the toilets all morning 🙈
Very unimpressed boss
1
0
125
When I started at Lehman in 1999, we were shipped out to NY for the 6 week analyst program, given a sweet apartment a block off Wall Street, and $50 a day expenses...if you didn't spend it, you lost it.
We lived like KINGS 👑
Guess it's got more expensive since then?
11
0
127
Piled into CRISPR stocks today for the first time in years.
If people can get this excited about AI/ChatGPT "revolutionising" web search and kids homework, imagine the euphoria when AI Gene Editing becomes a thing...
Now v long $NTLA, $CRSP, $SGMO
17
4
127
easyJet, which revolutionized European air travel over the last 2-3 decades, is trading 8% lower than its IPO price of 310p from 2000.
Stocks for the long run eh?
23
6
124
What I see every day on this app:
US TECH - "my stocks can never go down"
US VALUE - "my stocks are finally performing"
JAPAN - "another day, another leg higher"
UK MIDCAP - "why has another of my stocks crashed?"
EUROPE - [crickets]
OZ - "property prices are ridiculous"
10
3
123
American fintwit dream:
Own a ton of income-producing assets loaded with debt, leveraged to the max to make as much income as possible
British fintwit dream:
Mortgage paid off, enough cash in the bank to not really worry as long as there's enough to buy pints and go on holiday
6
5
124
One day I'll add electric cars to this list.....
11
1
118
@helenlewis
I think I speak for all Scotland when I say we're delighted to be culturally appropriated, but for max authenticity please wear a hat.
2
1
122
@BackpackerFI
You had it as a top 3 position when it was at ~$300 and were saying you thought it could 10x from there.
Gone off it now?
6
0
114
@BluegrassCap
If my wife mentions it.
She bought a $ROKU in March, stock +450% since
First wanted $PTON a year ago, stock +500%
Got a $NFLX account in 2013, +1500%
GOT $DIS + in March, +175%
Told me April 2018 that Victoria's Secret was finished, $LB dropped 80% the next 2yrs
Etc x100!
12
1
116
Lets all take a moment to laugh at how hilariously terrible Twitter is at making money.
Outside of US & Japan, they had $310mm revenues in Q1.
That's 193 countries, so $17,650 per day per country. For the social media equivalent of crack cocaine.
LOL
10
7
115
Imagine being the Reddit CEO, seeing the craziest IPO market in history, which is being hyped by users on your own platform...but waiting until momo stocks have crashed 50%+ before you come out and IPO.
5
2
114
It's not a prediction, but how nice would it be for Tesla and Bitcoin to drop 90% next year...my Twitter feed would be far less annoying.
13
5
115
The contrarian in me is raging bearish on indices, bonds, megacaps and $TSLA for next year.
The contrarian in me is raging bullish on beaten-up shitcos for next year.
8
2
39
10
8
118
I've always loved Elon
[deletes 4 years worth of $TSLAQ tweets...]
3
4
111
Look, I'm no expert at running businesses, but why doesn't the $W Wayfair CEO just try selling stuff for more than it costs them, whilst also keeping expenses down, so that they might make a profit?
Or am I the crazy one?
18
5
112