People-centric investing. Unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing" (Marathon AM)
Joined February 2011
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Bread Crumbs Research retweeted
“Carl studied [physics / engineering / math] at [Standord / CalTech / MIT], so Carl is an expert on [anything technical] and, in addition to being an expert, also wouldn’t ever lie.”
Since people are talking about investing heuristics today, this is a “bagholder” heuristic.
OMG
Mitähän ServiceNow'n $NOW sijoittajasuhdeosastolla on oikein polteltu...?
-27% jo näistä yksinään oikeutettu
Got a lot of aggressive pushback from google cult members after I mentioned my personal search volume was down like 90% yoy yet here we are 🫠
Market values cyclicals on normalized earnings. If multiple is low it means the biz is overearning and normalized earnings are below current earnings. Stock is not cheap, it’s overearning. Typically the best time to buy cyclicals is when they are under earning
The semiconductor sector is trading at record-low forward P/E levels.
Source: Goldman Sachs via @WallStJesus
Capital cycle is coming for your stonks
Meta is raising up to $95bn of equity to fund AI spending, ~$35bn of common and pref now plus up to ~$60bn through an ATM.
Bondholders should like this.
$META
That’s because Russia is an empire that occupies other countries to pump resources out of them, not to make them better
Exactly this. Whenever Moscow conquers a country, it is impoverished, polluted and destroyed. This is what happened to Estonia's economy (compared to Finland) during the Soviet Occupation. Estonia was wealthier than Finland in 1938, the Soviet occupation (1944-1991) turned it 10 times poorer. Since freedom from the Russians was achieved, it's back on track.
Bread Crumbs Research retweeted
Exactly this. Whenever Moscow conquers a country, it is impoverished, polluted and destroyed. This is what happened to Estonia's economy (compared to Finland) during the Soviet Occupation. Estonia was wealthier than Finland in 1938, the Soviet occupation (1944-1991) turned it 10 times poorer. Since freedom from the Russians was achieved, it's back on track.
“The most interesting thing is that the toothless, provincial Russian masses are absolutely convinced that they’re wanted everywhere and that people dream of Russkiy Mir coming to their countries.”
— Ukrainian political analyst Borys Tizengauzen explains Russkiy Mir in simple terms that even vatniks can’t argue against.
📹 youtube.com/@tizengauzen?si=…
Bread Crumbs Research retweeted
Putin's army is stuck. Now he is trying to win through propaganda and a terrorist campaign
That’s about 15 years late
Hershey to release protein powder - as CEO hopes to entice consumers on GLP-1 to snack again trib.al/WjhRAW5
Bread Crumbs Research retweeted
My son’s hockey club is hosting a 12U team from Kyiv and raising money for their visit. I think it's a great cause:
gofund.me/080cce917
long oil services
$WCN (who owns a large E&P waste business levered to drilling activity) said producers see high oil prices as short term, so drilling is only up 10% this year. Drilling growth does not yet reflect $100 crude.
Bread Crumbs Research retweeted
English language Russian propaganda is always about NATO expansion or Nazis In Ukraine but Russian language Russian propaganda is just blood and soil arguments repackaged for modern Russian fascists.
