Crusonian Investor
@CrusoniaC
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Value investor. Occasional cigar-butter. Analysis with logic, not just numbers. Moats are everything. I own a lot of $AMZN and $META. 😎💵💵
Los Angeles, CA
Joined November 2020
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Let’s face it though: $META, a company with less than 5 times the market cap of $AAPL, just showcased more interesting technology in the last 10 minutes of Meta Connect than Apple did in it’s entire event
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The fact that 90% of FinTwit believe $META has “bet the farm” on VR/metaverse and will be screwed financially if it fails tells me most investors don’t read earnings reports and just look at news headlines.
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Remember guys: VR sucks and no-one wants this product. $META
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“Value investors” who didn’t buy $META at $80: you might want to seriously question your methodology.
You had a fat pitch mega cap in plain sight.
If you didn’t pull the trigger, you should sit down and ask yourself why you missed it.
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If you’d owned $DIS stock for the last 7 YEARS you made no money.
That’s since before the launch of Disney+, Avengers:Endgame and the new Star Wars trilogy. All of which were incredibly successful and made billions of dollars.
Investing is hard.
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All those $PLTR investors who bought in 2021 are back to even.
3 years with 0% return. 🫠
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$META hits new YTD high at $336.
Now up 169% this year.
Happy CPI day and go fuck yourself.
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Li Lu sold $META before the huge recent bull-run and held crap like $MU instead along with his buddy Mohnish (which he's now selling because he knows it's a dud).
Stop coat-tailing and hero worshipping these guys. They have short track records and people follow them blindly.
🚨Li Lu Manages Over $2 Billion & Just Disclosed His Latest Trades
Trades and current portfolio below:
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Game over $META haters. Up 180% in 2023.
Well done on missing the opportunity of a lifetime because you couldn’t see past your misguided prejudices and herd mentality.
Thanks for playing and go fuck yourself. 🙌
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We literally had a moment last year when $META was $80 a share.
That’s how dumb the market can get.
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Seriously though, Cathie Wood has full-time researchers/futurologists working around the clock on 7-figure salaries to find her innovative companies, and even a dope like me knew it was a no-brainer to buy lots of $META at $90.
She waited 7 months longer and bought it at $270.
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$META stock is up 20% since Jim Cramer was crying about it live on CNBC.
Inverse!
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Zuck watching TikTok CEO getting torn to shreds by clueless tech-illiterate politicians in Congress today. $META
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$GOOGL spunked billions on self-driving. What profit has it yielded for investors?
$META spends billions on metaverse, sells 15 million+ Quest 2 headsets since 2020 and still growing, but Zuck is "burning investor capital".
After years of promises and tens of billions in investment, self-driving cars increasingly look like one of Silicon Valley’s most expensive busts yet
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$META at 52-week high.👌
Happy Wednesday and go fuck yourself.
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I don't know who needs to hear this, but there are other stocks in the world you can buy that aren't $BABA and $PYPL.
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Watching your biggest position casually spike 14% after earnings when it’s already $1trn market cap.
Happy Thursday and go fuck yourself.
Let’s goooooooooo! 🚀🚀
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$AMZN is still not loved enough by FinTwit and I'll never understand why.
Everyone on this platform creams their jeans over $GOOGL instead of the company that is still furiously growing, awash in incoming free cash flow, and set to be the biggest company in the world.
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$META now up 107% YTD. My biggest position. 🙏
Happy Friday, enjoy your weekend, and go fuck yourself. 🥳🚀
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I love VR but find the VR community a god awful bunch of negative whiners who constantly piss in their own tent and expect VR to be 100% perfect or else they have a hissy fit and claim the industry is dead at least 5 times a year.
Not sure where this leaves me.
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Holy crap. $400.
And what's crazy is people still aren't euphorically talking about it on FinTwit yet (after a 300%+ rise!). Always a good sign.
Happy Monday and Go. Fuck. Yourself.
$META
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There are permabears who have been waiting 12 years for "generational buying opportunities" in the market and yet froze and did nothing when $META was at $90.
This is why having a bearish/bullish bias is fucking stupid.
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$META hits another all time high.
When you own a company this good you do what Charlie Munger said and just sit on your ass. The big money is made in the waiting.
Happy Thursday and go fuck yourself. 🥳🥳
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Nature is healing. ❤️🩹
$META now $350bn higher market cap than $TSLA.
Have a blessed evening and go fuck yourself. 🙏
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$TSLA is not $META in 2022
$TSLA is not $META in 2022
$TSLA is not $META in 2022
$TSLA is not $META in 2022
$TSLA is not $META in 2022
$TSLA is not $META in 2022
$TSLA is not $META in 2022
$TSLA is not $META in 2022
$TSLA is not $META in 2022
$TSLA is not $META in 2022
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Oh Jim, god no. Have mercy.
Sorry $META investors, we’re doomed.
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I heard the "kids love it" argument for $SNAP, TikTok, and now Roblox.
$META has thrived in spite of every single one.
Let me explain: Kids are a HUGELY overrated market. They grow up and change platforms. What's your thesis, that a 30 year old is gonna play $RBLX in 2045?? Lol
If you enjoyed my $META deep dive, when everyone was saying that $META was doomed and I said it was gearing up for an excellent future, you will then really enjoy my $RBLX deep dive.
It’s $META ‘s biggest threat, because it’s becoming the preferred way to socialize for kids.
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No idea how $META's earnings will be this week, but if what I've been observing is anything to go by the Instagram Reels growth should be insane.
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In 10 years, $META and $AMZN will be seen as being total no-brainers at their current prices.
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$BABA has reached a crucial stage I look for when trying to find good investment ideas: when it’s not even mocked anymore, but simply ignored.
That’s a good sign.
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You guys have spent 6 months looking for “value” stocks in shitty Europe when you’ve had $META and $BABA trading at <9 p/e.
Are you crazy??
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Those margins on $TSLA are awful.
This company pumping on fumes at this point. Where's the future growth/cash flow going to come from?
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I remember last year when this guy and the All-In podcast spent an entire episode making fun of $META when the stock price crashed to $90.
Would have been the perfect time to back up the truck and buy.
If you listen to these clowns’ predictions you’re screwed.
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Whatever happens to Zuck, $META, and the company as a whole: I predict Quest 2 will be looked at as a landmark product in the history of technology.
The birth of VR as a mainstream consumer product.
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Remember when you were shorting $META at $100 because you're a short-sighted moron who thought one of the biggest mega caps with one of the best moats was suddenly going to crumble into dust for no reason?
I do.
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$BABA and $JD up nearly 5% today thanks to this tweet from Jim.
My China stocks salute you sir! We have the green light at last folks.👌
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Peter Thiel said something smart about Uber/AirBnB.
Rich people overrate Uber, cause they think everyone takes cabs every day.
Rich people underrate AirBnB, cause they only use hotels and don't get why people want an alternative.
FinTwit is mostly rich people.
$UBER $ABNB
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Cathie wood believes in disruptive innovation but won’t buy a single share of $META, the company pouring billions into XR and AI.
But she WILL buy Zoom and Roblox. 😅👌
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My girlfriend quit $META for 2 years. Came back to Instagram for Reels and now watches them every day.
One hell of a product.
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@pearlythingz
Both arguments she makes are terrible:
1. “5% of women wanted the vote” - well how many want it now? Because I bet it’s >90% easily.
2. “Men do the hard jobs” - what about the men who don’t? Should they not have the vote? What about women who are CEO’s? Is that an easy job?
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Sit and cry and fight the FED. Or go where the fish are swimming and inflation is low. $BABA
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For some reason $META bears are so emotionally caught up in the “VR will fail!” narrative.
Why are they so angry and insistent about it?
$META bulls are just like: “the Quest headsets are a cool product. Hope they succeed. Also, FB/Insta are cash machines”. End of thesis.
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Of course in true Cathie style she waited until $META had run-up 180% before she decided it was “disruptive innovation”.
JUST IN:
Cathie Wood and Ark Invest sold 393,062 shares of Tesla $TSLA today
Cathie also bought 174,848 shares of Facebook $META today
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$META back at all-time highs and up >50% this year while $TSLA bros are still 40% down from their 2021 top.
Happy Friday and go fuck yourself. 😎💵💵
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@kytalli
This internet Puritanism really freaks me out.
Life is hard enough: learn to enjoy things.
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I think we’re severely under appreciating the fact that less than a week ago the metaverse was “dead”.
Now everyone is talking about which VR/AR headset is better and how they will use it.
How is that not a win for Zuck?
$META
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Surely $META is going to be buying back shares like crazy at these prices right?
If not, that’s very concerning.
Will be a huge point to look for on earnings call next week.
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“Amazing product”…I’ll stop you there. 💩😂
Another “Instagram killer” down the toilet. I enjoy watching these die every 3-5 years or so. $META
BeReal's weekly US downloads (down ~95% from their 2022 peak) show how difficult it is to keep up a consumer app's growth once you have crossed the chasm
An amazing product, team, some great investors, but this shit is hard
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Instagram Reels is a fucking beast. The world just hasn’t woken up to what’s happening yet. $META
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I have a contrarian take on $META and VR/AR.
Unknowingly, Zuck may have stumbled into a win-win scenario.
If metaverse adoption takes off, the stock price moons and they win HUGE.
If the metaverse fails and they ditch it, the stock price moons due to the massive cost cuts.
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3 key bear theses on $META have been killed this year so far:
- TikTok will destroy Instagram = ❌
- No-one uses FB anymore = ❌
- Zuck is out of control/doesn’t care = ❌
The only big bear thesis left is metaverse/VR failure.
But even if it fails, FOA survives anyway. ✅
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Microsoft know the hardware game is over for them in VR which is why they made a huge deal to license all their software for $META platforms last year.
They’ve basically admitted Meta won here.
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@hollowearthterf
Yes because younger women never end up marrying men 10+ years older than them.
Nope, can’t think of any examples. 😂
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The demise of FAANG is greatly exaggerated.
These companies are basically like the new Coca-Cola. There’s no world in the next 5 years where consumers don’t want and pay for them in their daily lives.
$AAPL $META $AMZN $GOOGL
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I’m convinced $NVDA is touched by God or something at this point. What is gonna bring this stock down??
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I use Facebook every single day now for FB marketplace.
Wild.
Did not see that coming. $META
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Good list, but I still think it's weird people don't consider $META a wide moat business yet.
You really think something can easily come and dislodge FB/Insta/Whatsapp and steal 3bn+ users??
FB has now been around for 10+ years and is *still* growing MAUs!
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Oh fucking hell Cathie Wood bought $META.
Didn't she sell it like a year ago when it was way down??
Please don't let this maniac near any of my stocks. 😱
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@FromKulak
If you think Brazil is a “masterpiece” you have some bad taste in movies.
The film has quality moments but it visually is ugly as sin, looks cheap, has many boring scenes, De Niro is awful, the dream sequences are overlong and indulgent.
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The $META Connect event is more anticipated than this year's $AAPL event. Never thought I'd see that.
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Truth from Zuck. Love the energy here.
$META
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Definitely holding my $BABA and $JD stock for another 6 months now.
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We did it. We actually did it you crazy maniacs.
$META closed at $500 today.
So for those of you who asked what’s coming, here it is…
Happy Friday and go fuck yourself! 😉🍾🍾
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@JedKingly
Letterboxd - where 19 year old film students with bland uniform tastes all tell you that Oppenheimer is the best movie ever made.
Brother, it wasn’t even the best movie that year.
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I have no idea where the stock price goes in 6-12 months, but I’ve never felt more confident about $META and $AMZN ’s bright future than I have after the last few months.
Are they obvious stocks? Yes.
Are they wonderful companies with powerful moats? Yes.
Easy decision. ✅
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Today Zuck showed that he actually gives a shit about not transforming his life’s work into a cash burning incinerator for the next decade.
I approve. $META
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Happy Wednesday and go fuck yourself. $META 😎🚀
$META earnings are out:
-Family DAU 3.02B up 5% YoY
- Family MAU 3.81B up 5% YoY
- Revenue $28.65B up 3% YoY
- Ad impressions up 26% YoY, Ad price down 17% YoY
Guidance for Q2 $29.5B-$32B
Strong earnings! Long.
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$META is holding up the entire $QQQ today while all other big tech stocks drop like shitcos.
This thing is a monster. 💪💪
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This guy has 70k followers and thinks that Twitter is a serious threat to $META. 🙄
Apparently being popular doesn’t mean you’re a good analyst.
On the plus side, if people like this are still making dumb arguments, it means there’s still opportunity.
I'm surprised that Meta isn't in a total insane lockdown (if anyone remembers what that is) state of emergency, given that their social business is under threat from Twitter, Metaverse is under threat from Apple, and AI is under threat from OpenAI and everyone else.
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@Sealed3DS
@Kaizerrev
@NickJFuentes
He played you all for chumps.
You got conned by the most obvious con man who has ever lived.
Congratulations!
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This $GOOGL earnings call is so uninspiring. This is what a company run by the managerial class with no vision looks like.
It’s basically Coca-Cola at this point. No shame in that, it will keep spitting off cash, but the idea this is an innovative tech company is a joke.
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@SupBagholder
has been 100% right on his $META takes over the last year - was laughed at, doubted, and made big gains betting on them at their lowest.
Yet still today he’s mocked for his take on Meta’s headsets. By the same idiots who said “Meta is dead bcos TikTok!”
Wild.
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@samlamdoteth
@TechEmails
Says the guy helping “Web3” companies trying to find product-market fit. The irony. Lol
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$META is the most exciting tech company in the world right now.
- They’re pioneering in VR/AR and showcase exciting stuff every year
- They are doing leading work in AI and open-sourcing it to the world
- They are still innovating in social media better than anyone else
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The idea that Chat-GPT poses any immediate threat to $GOOGL is beyond ridiculous.
99% of normal people have no idea what the fuck it is and don’t understand what they would need it for.
Also, it doesn’t replace what Google search does anyway.
Think logically guys.
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Seriously, how much fucking Chipotle do Americans eat?
I like a burrito too but my God... $CMG
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Me after $META crushes earnings again and a year of owning the most hated stock on FinTwit…
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I like watching $PLTR investors celebrating who invested back in 2020 and are all still down 40% on their initial investment.
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Back in 2015/16, everyone told me the bear case for $META was Snapchat. lol
Imagine someone saying that with a straight face today.
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Oof…this tweet is from 2020. 😂😂
This guy also said cash would be the best position for 2023. And then went on his podcast on Jan 2024 to declare that he was right! In a year when the S&P rose 24%!! 🤡🤡
If you take the All-In podcast seriously you deserve to lose money.
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Remembering the good old days of 2022 when $META was “dying” and “finished”.
Ah, memories
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@borrowed_ideas
Say what you want about Zuck's spending, but $META may be the only social media company in existence that actually understands how to turn all that engagement into huge profits.
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