@AtlasValue

Back into my old ways again

Joined August 2015
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  • Followers1.3K
321Media
Is $HONA a sh*tco? This literally just spun
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New favorite chart just dropped
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Who do people like for industrials spec sales?
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Surprised to see Tusa gone at JPM…
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I’m old enough to remember when this was a terminal zero ICE auto supplier. $BWA
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Just had a trick or treater dressed up as the stonks guy. Top?
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Anyone have that chart that shows breakdown of stock returns - in short run it is mostly multiple, long run it is mostly sales growth?
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The best part about this is that even these people were fooled by the shitco that is Sensata
Global Bagholding Opportunities IV L.P.
@justbrosef15 Feb 2024
recognize greatness when you see it
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(Stock goes up): this is a high quality compounder (Stock goes down): this is a shitco
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I was skeptical as hell about this guy and his pay package initially, but it really did work out. Extremely impressive what he has done at PANW, especially considering little/no prior cyber experience
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I met Robyn several times back when she was CFO of Juniper and I was covering networking stocks. One of the biggest idiot execs I ever met. Amazing that she landed in and remains in a position of power at Tesla
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youtu.be/15HTd4Um1m4
SBF
@SBF_FTX10 Nov 2022
1) I'm sorry. That's the biggest thing. I fucked up, and should have done better.
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Bitch, it’s ugly season (again)
Atlas Value@AtlasValue25 Jul 2022
Official Q2-22 earnings theme song “Bitch, it’s ugly season. And I love it.” youtu.be/E0v4dd2R3_c

Ugly Season

Provided to YouTube by Beggars Group Digital Ltd.Ugly Season · Pe...

youtube.com
Official Q2-22 earnings theme song “Bitch, it’s ugly season. And I love it.” youtu.be/E0v4dd2R3_c

Ugly Season

Provided to YouTube by Beggars Group Digital Ltd.Ugly Season · Pe...

youtube.com
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How it started How’s it’s going 9 hours later
Quick story about Piper analyst Alex Potter
James Cat
@TSLAFanMtl3 Aug 2021
Alex Potter is probably the Tesla analyst I trust most. And yes, I know he has the highest $TSLA price target, but I felt this way from way before he increased his price target. I saw him in a Rob Mauer interview before Tesla's 2020 rip and was very impressed.
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Since then, Alex has maintained his OW rating with increasingly bullish views in support of higher PTs to keep pace with TSLA’s huge stock run. His PTs are typically Street high or close to it
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Credit to Alex for picking the right side of the debate. But it’s important to remember there is an element of strategy and game theory in being a sell side analyst, which is essentially a marketing job. End
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