@GrindeOptions Here we learn the new definition of high quality stocks.

Iranian rial against USD history From 1957-1979: 70 Rial ~ 1USD From 1979 devaluation started and today in 2025: 910,000 Rials ~ 1 USD Iranian curency has been devalued after the revolution 13,000X in 46 years, or at 22.8% a year. This has decimated the middle class and lower class part of the society and certainly has been a drag to the entire society. If you did not own producing assets in Iran, it's very hard to keep up with the train.

@farzyness @BillAckman @Uber You're living in fantasy, food delivery? He has been talking over a decade about self driving and he hasn't delivered. Food delivery with robots won't be a thing for next 20 years.

5) I wait for the 10Qs to be filed but I give them the chance to normalize stock-based comp. On the positive side diluted shares count have stabilized for a few quarters. RSU expense is based on grant date and the shares granted have come down meaningfully.

@Ross__Hendricks Adjusted EPS excludes SBC. Isn't that a real expense to be counted?

@Ross__Hendricks We have similar interests and disstate on stock picks. :)

@joecarlsonshow Here is what you can buy with $237B. Option 1: $pltrOption 2: Entire $mo, $hsy, $lulu, $ulta, $dpz, $maa, $elf, $fnd Growth is growth, it doesn't matter it's because of an enterprise AI or Pizza. Interesting to see the value of these two options 10 years from now.

Here is what you can buy with $237B. Option 1: $pltr Option 2: Entire $mo, $hsy, $lulu, $ulta, $dpz, $maa, $elf, $fnd Growth is growth, it doesn't matter it's because of an enterprise AI or Pizza. Interesting to see the value of these two options 10 years from now.

@joecarlsonshow $sgov not just for today, for a long time.

RT @Ross__Hendricks: For those who can read cash flow statements, you'll see below that $PLTR doles out more cash in stock comp than it gen…

@SJosephBurns Cannot agree more than this, my top performing asset has made up ~25-30% of my entire capital gains and I had a lot of successful holdings.

RT @anasalhajji: US Crude Oil Imports by Country in 2024. - US crude form Canada: 4 mb/d.

RT @awealthofcs: Wall Street analysis on tariffs:

RT @BrianFeroldi: If you buy individual stocks, you MUST know how to identify a moat: