@taobanker Absurdly cheap. I don’t get it (why it’s so cheap)

RT @taobanker: listen i'm just gonna say this again, scalpavelli has looked at a metric fuckton of blue chip large caps over the past few y…

Looking a lot better already

@loneelmcapital Last time I spent any time on this was pre bank sale… the sale price was low, but the removal of an existential threat should be what really matters. If that doesn’t move the stock I guess it’s just a dog?

@Citrini7 Just don’t be confident in the wrong thing at the wrong time!

@valuations_ At least we can say retard now, makes it all worthwhile

@taobanker @Investor_NICK_ Somehow this thing shows a ton of retail upside. Methodology unclear though, could be Schwab losing customers

@ContrarianCurse You know what else is disruptive to industry? Population growth going negative

Brazil is cheaper

@rev_cap Not obvious what will stop them going down. Maybe lower rates for a moment or two, or buybacks for a second

In case anyone missed it in the replies, Old navy and banana republic search traffic are in decline. Yes, I’m dumb. Downgrade to trash weight

@Sleepysolcap Also, searches for Banana republic are surprisingly low given where the country is heading

@Sleepysolcap 📉

@Sleepysolcap Uh oh. I may have under thought this

@JoeDoeKnowsGuy @itsmarkmoran That’s a good point. If the moat is mainly regulatory and Trump admin loosens it up for everyone, that’s not great

This could be prettty good

@nequalonetrader Just a 50 dma back test if you believe in such things

Second time he’s called it out! Nice one