Pinned Tweet
Going to zero
How about $sivb which grew assets by a stunning multiple in 2020-21
One of my first value traps
Fun one to look back at - labranche brokers
Short Interest in Western Union $WU is at all-time highs. Do you think short sellers are going to be right? or are they about to get their faces ripped off?
Wall of Worry retweeted
A raccoon figured out that if he blocks the drive-thru, they’ll give him a donut to make him leave
Barrel counting is like crime … it doesn’t pay!
@Geo_papic @JacobShap
grated parm or parm + mozz, but not just mozz
thank you for your attention to this matter!
@JC_ParetsX
Pin action? @jimcramer
Databricks is showing us what the AI economy looks like under the hood... and its BOOMING.
80% of databases on their platform are being built by AI agents. Which means AI is building more enterprise software than humans are.
We talk to @alighodsi today. Link to livestream below.
Got an update @altcap @ScottWapnerCNBC @HalftimeReport ?
It’s nice to hear the buzz in the room - squawks and halftime report and fast money capture this decently
Replying to @SeanHasOptions @JC_ParetsX
Yea give me CNBC over music any day. It’s what works for me and it really doesn’t concern me what others do.
Agree
I like to start my days with “ambitions as a ridah”
hey @SJisrael do you send the chart deck daily? Never seems to come, asking for a friend XOXO.
Retail is tough - good chapter about it in @RogerLowenstein biography of Buffett
Did you take anything off?
Riding winners is hard.
Exhibit 1,094b:
I just roundtripped this $ABAT chart. Got long the Nov $5 calls on 9/23. Rode the stock up past $11 per share. Exited today for a loss.
Woof.
Eventually you look at money as all the things you missed while you accumulated it.
check out the daily turnover alongside a 60d roc!
Here's another way to illustrate just how extremely extended the trend in Gold $GLD is right now...














