This is my personal vehicle for managing my investments… Trying to create long term compounding. Peter Lynch Disciple. In search of the next 100 bagger.

Joined March 2022
Worldwide Capital retweeted
just another day in nasdaqistan
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Worldwide Capital retweeted
Kevin Stefanski calling an all out blitzkrieg on 3rd and 8
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Worldwide Capital retweeted
AI basket looks like dotcom style collapse ...
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Worldwide Capital retweeted
Me when someone mentions my PnL around the hoes
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Worldwide Capital retweeted
Reported her for prostitution
Replying to @MurrayHillGuy1
Text that wife is in active labor but you want to hook up tonight
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Time to repost this gem GLTA
Here’s Art Cashin ahead of the opening bell
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Worldwide Capital retweeted
Another day, another hot inflation report. Business inflation surged in September to 6.3% (!). The expectation was 5.4%. Every category of business inflation was hot, even after stripping away energy costs. It's inevitable that companies will pass some of these costs along to consumers. It's yet another reason this fight against inflation is likely to be longer than anyone wants. Business (wholesale) inflation: 6.3% Consumer Inflation: 3.7%
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$CTA_pA and $CTA_pB Corteva/EIDP preferred series A and B at their highest yields since 1995... Opportunity to lock in 7.5% yield for a perpetual preferred in existence since the 1930s/1940s... trading at 1/3 of par...
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Worldwide Capital retweeted
Set aside the collapse in AI shitcos for a moment and take a look at the Treasury market, which is providing the clearest warning signal of them all Today's hot inflation report managed to send yields higher for all of 30 minutes, only to be met with relentless downward pressure that has continued overnight, wiping off 20 basis points of yield in less than 24 hours This is bear market price action
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Worldwide Capital retweeted
This is a rough September inflation report. -Biggest monthly jump since May -Higher than expected inflation AND core inflation -Core Inflation for the past 3 months is running at well over a 3% annualized pace...that's problematic -Inflation (3.7%) totally wiping out wage gains (3%) Yes, high gas and diesel prices are the major driver, but also big jumps in airfares, used car prices, recreation, medical and apparel. The energy shock is spreading.
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Worldwide Capital retweeted
$CTVA At the time of the spin-off, $vylr took on $5.7 billion in debt, while CTVA’s debt burden was significantly reduced. Even as a standalone company, CTVA generates approximately $7.8 billion in annual revenue and $1.4 billion in EBITDA, with solid growth. PT$20
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Worldwide Capital retweeted
Your friendly reminder that the Fed hiked 3 times in 1999 and NDX did +51% *after* the first hike Oh and the 10-year went from 4.7% to 6.5% that same calendar year
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Worldwide Capital retweeted
Your brain deletes most of your ordinary days. It keeps almost every minute of a night alone in a foreign city. What's happening there is actually one of the more beautiful things about how your nervous system works. Your brain is a prediction machine. When it can predict everything, like your commute, your kitchen, your same six streets, it stops recording. That's why whole months at home just vanish. But put yourself somewhere it can't predict anything and the system flips. Every sign, every smell, every crosswalk registers as new information. Dopamine tags all of it as worth keeping. This is why one week abroad feels longer in memory than a month at home. Your brain literally kept more of it. The second thing happening is quieter. At home, some part of you is always tracking how you're being perceived. Your boss, your friends, the people who knew you at 22. In a city where nobody knows your name, that entire system goes offline. And when it goes offline, the bandwidth doesn't disappear. It gets redirected inward. That's the "realizing how far you've come" part. Your brain is finally recording again, the self-monitoring is off, and you're far enough away from your life to see the whole shape of it at once. You spend years too close to your own life to see it. Then one night you're crossing a street on the other side of the world, and you finally have enough distance to look.
Walking alone in a foreign city at night, realizing how far you've come.
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Kelcy Warren just bought another 1 million shares of $ET while it's trading at all time highs...
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Lmaooo
$MRNA is the luckiest fucking company led by the most incompetent people… first pandemic & now this. catnip for generalists
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Worldwide Capital retweeted
>multiple funds caught in $MRNA short >short squeeze commences >stock moves $53BN in one day aka 28% of all McDonald's in the world including real estate and everything >generalists move in, pushed it higher >blood in the water, squeeze hurts a ton of funds >funds start to be forced to cover via other names >greatest stock gain for any S&P500 company at 177% by close and went higher AH >one problem, they only own half of the revenue and its in 25,000 people tops >the study is in literally the hottest antigen cancer type, next major studies not due for several years, may have autoimmune issues >company is super cash strapped, burning billions and expects on low end $4.7BN cash on hand by end of year >somehow tech people attribute the entire success to AI, so probably pumps higher tomorrow as retail gets sucked in >once retail is in, bags offloaded >company just said they hit primary and secondary, No real data released yet >still needs to ATM, low cash on hand >generalists may bid it up for a few days but I think we see funds front run >retail will be dumped on as soon as momentum shifts and they led them to the slaughter >company made $0.1BN Q2 2026 and lost $0.8BN >No guarantees for less hot neo-antigen tumors >Priced for perfection >side with the funds who will drive this down rather than retail >time for this to play out
This is freaking huge: For the first time, a AI-assisted personalized mRNA cancer treatment has succeeded in a Phase 3 trial. Moderna and Merck sequence each patient’s tumor and compare it with their healthy DNA. AI then helps identify which of the tumor’s mutations are most likely to trigger an immune response. From those targets, Moderna produces an individual mRNA treatment encoding up to 34 neoantigens, The earlier Phase 2 trial followed patients with surgically removed high-risk melanoma for five years: - 68.8% remained cancer-free, compared with 49.1% on Keytruda alone - 49% lower risk of recurrence or death - 59% lower risk of distant metastasis or death Now the much larger Phase 3 trial involving 1,137 patients has also succeeded. Absolutely incredible. Dario was right: cancer will be cured in just a few years!
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They will force everyone to the short end...
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Perhaps the biggest winner from the $MRNA cancer vaccine is $TEM that has a strong portfolio of diagnostic/oncology DNA testing assays that will result in more partnerships as cancer vaccines go into the mainstream
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Worldwide Capital retweeted
NEWS: Gustavo Gordillo, the socialist co-chair of NYC’s DSA chapter, currently lives in a $1.5M Brooklyn townhouse paid for by his parents and potentially subject to Mamdani’s new pied-à-terre tax.
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