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Vacation Capital

@JBierne

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Legendary Fund Manager Not investment advice. I may transact in securities I mention. Do your own DD.

Nice, France
Joined April 2016
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@JBierne
Vacation Capital
@JBierne
12 hours
woah! $COIN at 15x sales & 60 PE on forward EPS seems high DraftKings trades at 4x sales 37 x EPS
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@JBierne
Vacation Capital
@JBierne
13 hours
context: $EBAY
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@JBierne
Vacation Capital
@JBierne
13 hours
# 3 Self Storage Co in US w/ 66 Million rentable sq ft + ~16.8 million NRSF in development or pending and all self funded by $UHAL #REIT
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@JBierne
Vacation Capital
@JBierne
16 hours
We purchased PUTS on $HOOD today
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@JBierne
Vacation Capital
@JBierne
16 hours
This 👇 $HOOD
@qcapital2020
 Q-Cap 
@qcapital2020
18 hours
Citadel was the largest revenue exposure for $HOOD and payment for order flow is really what they do. Everything else is excellent marketing and party hats.
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@JBierne
Vacation Capital
@JBierne
17 hours
RT @JBierne: so that book value number is WAY too low when compared to market rate. $UHAL 's latest earnings call sheds light on their add…
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@JBierne
Vacation Capital
@JBierne
3 days
@DOGE This Ford Van has a range of 600 miles and cost $34k less $RIVN NGMI Caveat Emptor
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@JBierne
Vacation Capital
@JBierne
3 days
The Drinks International Brands Report 2025 Performance by Group $DEO ranked #1
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@JBierne
Vacation Capital
@JBierne
3 days
@FishtownCap Top beverage companies by operating margin Companies: 115 average operating margin (TTM): 22.36% $DEO is #5
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@JBierne
Vacation Capital
@JBierne
3 days
@FishtownCap
@JBierne
Vacation Capital
@JBierne
7 days
$DEO 10 Year PE ratio Mean= 20.6 Current= 16.9
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@JBierne
Vacation Capital
@JBierne
6 days
margins are going even higher aren't they !? $META
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