Jae retweeted
Part of the reason I bought a bunch of Google when the stock was at a $2t market cap was because I assumed YouTube is worth over $1t and Google cloud is worth over $1t. So potential search disruption from ChatGPT didn't matter.
It's looking like both of those assumptions will be correct. Nothing can stop YouTube.
Jae retweeted
🚨Tesla has quietly increased the price of the Model Y
-Model Y RWD Now $499/mo (was $459)
-Model Y AWD Now $549/mo (was $499)
Tesla really wants you to buy a Model Y over a Model 3 and also a Model Y Premium over a Model Y
Jae retweeted
YTD returns thru the close on Monday:
Emerging markets +31%
Small caps +22%
Small cap value +21%
Value stocks +15%
Dividend stocks +12%
Mid caps +11%
S&P 500 +10%
Mag 7 -3%
Why is everything beating the S&P 500 this year?
awealthofcommonsense.com/202…
Jae retweeted
Surprising but true:
The bottom 90% have seen their wealth grow at a faster pace than the top 10% this decade
Obviously it's coming off a smaller base but I'm not sure how many ppl would believe this if you told them
awealthofcommonsense.com/202…
Jae retweeted
Like me, you’ve probably noticed that “FinTwit” is quieter these days. Many who touted their “expertise,” regularly shared brokerage accounts, or peddled subscription services, have gone silent.
Markets like this have a way of cleaning out the hacks and self-anointed gurus.
Jae retweeted
💀 GIVEAWAY 💀
St. Nick is giving away this 1/1 Skull of Swagmas Past Blade Cover featuring our Yippee Ki Yay + Ohhh Fudge covers from 2018!
TO ENTER:
💀 Follow @swaggolfco
💀 Like + Retweet this tweet
That’s it! St. Nick will announce a winner on Tuesday. Merry Swagmas!
Jae retweeted
It’s better to invest a smaller amount that you can hold for 5+ years than a larger amount that you're less likely to hold as long.
Holding period is the most important variable you control -- optimize it.
Jae retweeted
Kawhi Leonard turns into the best basketball player in the world when the playoffs come around. That makes him the best basketball player in the world. The best when it matters is all that matters
Jae retweeted
"0-3 foot" shot make percentage is 84.1% (beyond elite)
"3-pt" shot make percentage is 45% (insanely good)
Basically he shoots like klay thompson and scores like embiid down low. Nobody does that.
Jae retweeted
If I was an owner of a team I would pay Magnus Carlsen $20 mill/year to run my team. ANY sport, even if he has zero knowledge of the game coming in
Jae retweeted
Replying to @statmuse @PelicansNBA
Crazier stat is his percent of fg's from 0-3 feet from the basket, 74.5%.
Shaq was around 50%.
Zion's superpower is getting 3 footers consistently. It's unstoppable.
Jae retweeted
The worst move by a sports executive that NOBODY talks about or ever mentions (even in Denver) has to be John Elway picking Vance Joseph over both Kyle Shanahan and Sean Mcvay to coach the Broncos. Horrendous decision even without hindsight
Jae retweeted
Replying to @tobi
@tobi said this in passing once in an interview years ago and it gave me a lot confidence in him.
~ every person should know their superpower and should abuse it.
imho, the losers yearn in the areas of weakness, the winners stay in what makes them great and keep pressing it.
Jae retweeted
If you think a stock can't go any higher, it probably will.
If you think a stock can't go any lower, it probably will.



















