SuspendedCap
@ContrarianCurse
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@LouisLibre
@JPMorinChase
Its water bud. Its so that grounds don't get staticy and stuck in the grinder. Less weight and you get a pull you don't intend for.
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@masterchiefcap
Must've really burned the midnight oil to get this one across the line. Congrats to the team. Wonder whats the EBITDA sensitivities to weather in key cucumber regions and vinegar inputs were
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@dalibali2
@bucketshopcap
Nah, I actually think most analytically rigorous buysiders can complete the vast majority of corporate functions. The harder part is convincing someone they should let you after not operating for however long
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@MarceloPLima
Bro literally just described why money flows into private assets are so strong. This is literally the entire grift
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$BABA I'll tell you one thing for sure - FinTwit wants/loves this thing way too much for it to work any time soon.
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@goodalexander
First half perfectly captures the current market, then you went a bit schizo, but amazing as usual
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@ValueStockGeek
Dead money until revisions flow through. You wanna buy this on trough earnings and when the PE is "30x" (forward earnings will actually be higher) rather than 11x right now and its the opposite.
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@LionelHutz_Esq
Trying to get more notes from today, apparently expert shredded the DoJ case. Stock was moving through the day as well. I think this is much closer to a done deal for JBLU.
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@AggieCapitalist
They hold 6 stocks man. This isn’t a fucking pod shop. His performance is very good. They don’t care
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@SquirtleCapital
Bunch of guys that kept their head down in high school thinking “one day those guys will be pumping my gas” to finally be making money and finding out to get pussy you actually need to be hot and have a personality
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Finished Alchemy of Finances by Soros and holy fuck do I ever wish I just read that in the first couple years of my career instead of my CFA. I came to many of the same conclusions but went through a lot more pain figuring them out
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@jorjorward
@MattWalshBlog
The decline in Western Civilization is squarely due to emotional mid-aged Women.
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@the_P_God
Staying in school allows them to perpetually avoid real responsibility while at the same time offering cultural prestige (maybe less and less by the day).
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@YellowLabLife
Bob Brackett at Bernstein put it beautifully at a conference I was at a couple years ago - "Local ESG is going to prevent global ESG"
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Taking a position in $SAVE 2025 debt at 65. Cash/Liabilities are a wash, and they've got 4.5b in aircraft against 3b in debt, plus the brand value / route slots. Whether its $JBLU, or someone out of bankruptcy, I think the debt is well covered.
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@Citrini7
What if I know this, but don't care because its the least amount of effort required to have a nice lifestyle and provide for my family?
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@the_P_God
Such an ET opinion, and its wrong. Primetime sports is at 7, market 8:30-3. It's perfect.
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@JimChuong
720k? That gets you a pretty damn average condo in TO. Any decent house in a nice neighbourhood is 2x that.
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@bucketshopcap
We +950 YTD vs SPX. Its a love fest over here. I might start waxing philosophically like I'm Brian Armstrong with another few quarters like this
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@bucketshopcap
I found myself more miserable being up 170% this year than when I was down 30% last year. I keep taking profits and leaving even larger gains on the table and somehow the hurts more. It’s like losing some is whatever, but if I would’ve stayed it’s life changing.
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@LionelHutz_Esq
This is something that a communist would write. A horrifically dumb bar to set.
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@PythiaR
I've dug into some of these small acq and legit cannot find addresses/people to contact/working software suites. Just sayin
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@Citrini7
People are dyin out there, its pretty funny. Here people were thinking Microsoft would just slowly grind up another 80% next year
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@lfg_cap
If you have access to Bernstein research, you should read their analog and semi cap initiations. They are excellent.
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@Citrini7
$SAVE. DoJ has only ever blocked one deal (US Airways) in history. Poor performance backdrop and recent fin performance provides air cover to justify deal.
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Puts on $GOOG until sundar is gone and 40% of that fucking staff is fired. The funny thing is, no one even cares if you A.I. shit is useful yet, but when you do this ideological garbage, the perception is that it’s useless, which hurts and steers future adoption
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@jbulltard1
60% valuation gap to BAC, while all of financials are gaining strength and still near trough relative valuations vs. SPX. Hell of a set up
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@BLyons151
Really the roughest shape I've seen it in and valuation hasn't really compressed to reflect a strong brand that has little to no growth. I'd be interested in the low 80s.
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@INArteCarloDoss
Whenever I defend Trump people appeal to "he's such a liar!", "he's so disgusting!" Listen. I don't have to hang out with him. The fundamental difference is one party represents more government, one represents less. That's it. I want less. The government is bad at everything.
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@WaterworldCapi1
Merit based system. Fast track for labor gaps. Seems pretty simple to me. But that doesn’t bring in votes fast enough.
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@long_equity
There is almost no reason to be bearish on any of the semi caps over a 5 year period. Despite the drawdowns, they CAGR at 35%. Some of the best businesses in the world.
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@WaterworldCapi1
It’s crazy how western countries want to import people from the third world en masse as if they’d contribute their wonderful talents and institutions here but not at home for some reason
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$PYPL god people are really pumping this bag of shit. Its completely dead money absent short bounces. Why in the fuck would you use any PayPal product over the alternatives. The direct competitors own the rails where people transact, they CANNOT out integrate Apple or even SHOP
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@JerryCap
As with any good commodity trade, the supply side is more important. Copper usage will see a step function due to Green investment / EV, otherwise scale with GDP. But supply is really having problems. Impossible to open new mines, grades are awful. Local ESG hurting global.
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$SAVE from what I've read, a bearish end to the trial with the judge asking about injunctions, divestures etc. Best thing SAVE has going for it is that its financial health is precarious. Block the merger and then they go bankrupt makes no sense. 1/3
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@DakotasTwits
Good for you for taking some fortunate bets and turning them into some real skills. Someone else with more hubris would’ve already nuked what you made. Congrats
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Sold a 1/3 of our Uber today up >100%. Was best idea for 2023. Looking for to 2024, without best in breed tech & semis at asymmetric levels, my best r/r are in odd spots. I like $SAVE $IFF $BAC $CP to beg. 2024. All except CP >50% upside. CP closer to 30.
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@WaterworldCapi1
Started to think today that China is uninvestable until Xi dies or there is a revolution. Naturally, I bought some BABA calls right after
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@PythiaR
Hahahahhahahaa manager DD. On what planet you think LPs do DD on managers other than AUM
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@BucknSF
Lina more than anything in envious. She writes one article in Law school that any half decent junior analyst could write and now she’s in way over her head. She is hurting economic growth. One of the most insidious gov officials the US has.
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@dylan522p
I’m sure ChatGPT could already but the thing is so ridiculously sandboxed / kneecapped it’s basically useless right now.
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@BarrySchwartzBW
There is absolutely real seat risk from not just Sora but all AI creative tools. Why would an SMB pay an agency and 10 creators 25k to make a promo video for their business when they can upload company specific artifacts and describe one in under a minute for basically nothing?
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@eastvillageguy
Buddy this is NO WHERE close to peak degen. We had Doge and Shiba turning 8k into hundreds of millions and selling fucking JPEGs for 2m
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@RichardDias_CFA
Gov sold us out to boomers and corporates wanting cheap labor all while they cling to the bureaucratic systems that prevent supply. A disgusting, entitled, sociopathic generation.
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@heartbreakout
My brother in christ, its about margins and FCF. They are going one way. Get out of the fucking Yipit data, its useless
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@qcapital2020
Pure visionary. Only knock against him is that he was 10 years early. He'd own more than 4% of the co if he didn't have to cheat death so many times.
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@heartbreakout
Jesus christ. The whole DC market was 45b and now we are gunna do 100b in GPUs this year?
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@dalibali2
As it should how the fuck you going to compete when you can’t find your own compute? Model wrappers also dead, prop models impossible to compete with big players. Any unique features will quickly be killed by large models in months.
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@WaterworldCapi1
Main one from here is more supply = used prices compress, puts people that bought near peak of prices last couple years are in negative equity position and breaks the chain of sales from trade-ins (which is large). The rest of the bear case is its dead money cause industry blows
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$BABA time for those scum bag communists to make me some money
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@bucketshopcap
This is the part of the bubble where actually not knowing the future normalized run rate serves to inflate the bubble even larger. Even if the true run rate was 2x the consensus, the mere fact of knowing it would hammer the multiple. This is the sweet spot for a bubble.
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@acce
@StockMarketNerd
@onewordtrader
I’ll literally eat a dick if you can get top line >15% yoy again ever again
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$KRE got a good entry here, 60 calls out deep. My whole portfolio at this point is banks, ZIM and TSM. And this shit is humminnnnn early in the year
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@FoolAllTheTime
One of the greatest comebacks of all time. Best place to shop as a man right now for casual clothing.
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Last post about $SAVE, I made my money back on my options from yest and I'm done. But I wanna be clear how fucking retarded it is that MSFT can verticalize through a $70b acq as a 3T market cap company and 2 shitty airlines in the most dumpy competitive biz possible can't. Stupid
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Where I work we’ve been trimming Mag7 all year on the expectation of soft landing and breadth improving as economy accel. Took in some Macro pres, this is consensus. Out of consensus is Mag7 going vertical and forcing the Fed to hike.
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@quantymacro
Almost no one is 10-25x better than someone else. Most of it is a facade / you are attributing luck to skill
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@BluthCapital
Earnings revisions dropping while they've taken up pricing like 80% and jammed the mountains to the point that the experience is garbage. Bad combo
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As a Canadian, I really gotta reiterate this - You don't hate politicians, journalists, and government workers enough. Not even close, not even by half. Strickland had it right yesterday. These groups are the enemy.
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@ToddWenning
I started buying this thing in the 90s a few months back. Not a great setback and bought some more today. I shit you not, I have NEVER had someone tell me they own it after bringing it up for 2 years. Ever. Analysts say they get zero calls on it. 9x 2025 I can do.
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@TheMindScourge
@PaulSkallas
Having a child is incredibly focusing. Filling in time aimlessly instantly becomes how to maximum time to provide financial and emotional success to your family; and nothing else.
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@_fabknowledge_
Never seen anything like it in Semis. Almost fraudulent. Reminds me of 2018 NVDA guide down
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$AMD $NVDA $MSFT $LLY It is clear that we are in the first couple innings of what will become bubbles in the next bull market in GLP1 and AI. I've thought a lot about how to invest and the anatomy of these bubbles. Essentially, They play out in the following phases: 1/3
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@rev_cap
Lol brother Amazon brings shit to my door, other than they sell goods they are not comparable to COST and WMT. Does that really need to be clarified?
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@RealBentoshi
@stoolpresidente
They trade at half a turn of book backed by valuable routes/gates and planes that are impossible to get otherwise. It ain't going to zero brother
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@buccocapital
What is the fucking obsession with hiring execs that have never been successful. This shit goes on in sports too. A GM will fail for years and somehow, instead of trying an outsider, there is always some team that rather ensure mediocrity again vs trying something new.
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With the cost of a day lift pass >$200 in NA + rentals + jacked up food/lodging, I cannot think of a dumber vacation than going skiing. So I drop $400 for a day to wait in fucking lift lines for hours, get 6 runs in, and struggle down the Blues because I ski every 3 years? Stupid
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@MPelletierCIO
Just make sure you own RE and have a gov job, otherwise you’ll be poor in Canada. Already happening.
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@bucketshopcap
We used it for 2023. Helped in a couple spots on LULU/UBER/NFLX. But the extra noise is actually detrimental and too many people use it now so its worthless. 1 and done
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One underappreciated consequence of the cost of living crisis is that young people have no incentive to diligently save/invest as the cost of key goods (education, housing, HC) all out pace their ability to compound wealth. So what do they do? YOLO into options/crypto.
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@The_Real_Fly
Yea well if this hobbit fucking bitch was your deputy PM you’d wanna kill yourself too
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@ChrisVarcoe
Canada sucks at pretty well everything and the feds want to kneecap the one thing we are blessed with and that is easy (resources). What a joke
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