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@boujee_banker
"What is still cheap in this market"
X Link @boujee_banker 2025-08-12T23:06Z 1744 followers, 1862 engagements
"Currently up X% YTD (compared to XX% S&P500) After XXX% + run in 2024 came into the year positioned pretty aggressively with a lot of $DALN (mostly on margin) and my core $NBN position. I think in Feb I was up XX% or so. That changed real quick. $DALN 4Q2024 earnings in March + Liberation Day absolutely torched me and at one point I was down 25%. After that I repositioned my portfolio out of the unprofitable speculative and levered stocks and got into higher quality names. Its been a slog but its good to be back in the green. It was a great learning experience and going forward I dont plan on"
X Link @boujee_banker 2025-08-22T22:12Z 1745 followers, 1651 engagements
"wham bam thank you $PBAM"
X Link @boujee_banker 2025-09-30T02:00Z 1744 followers, 2672 engagements
"What do we think about $NP"
X Link @boujee_banker 2025-10-01T20:38Z 1745 followers, XXX engagements
"$TZOO reports 2Q2025 revenue of $23.9M and EPS of $XXXX think markets reaction is a little overdone As discussed in the writeup customer acquisitions costs are expensed immediately with subscription revenue amortized over the life (1-year) so there is a mismatch until you start to get a full year of subscription revenue amortized. On revenue side I was looking for $23.2M which would have been $20M (unchanged yoy) in advertising and $3.2M in subscription revenue so actual revenue of $23.9M is pretty strong. Curious to see the breakdown when its available. As long as advertising is steady and"
X Link @boujee_banker 2025-07-23T13:37Z 1746 followers, 2977 engagements
"Extrapolating 2Q2025 revised my $TZOO projections to reflect higher CACs (lower GPM / higher S&M expense) EPS will bottom out in 3Q2025 increasing thereafter"
X Link @boujee_banker 2025-07-28T14:36Z 1746 followers, 7179 engagements
"Some of the best investors I know on FinTwit are experts at knowing when to buy and sell. Its a trait that I am very jealous of. Perhaps a gut feeling I lack. With that being said there are a lot of ways to make money. Ive held $NBN since 2020 adding to it in subsequent years (and selling some in 2023 to buy a home). Not only was this my first true value style investment but at one point it was my only investment. Theres something to be said about finding compounders early in their story and riding with them through the many ups and downs. ATH today and Im sure itll dip down again as it"
X Link @boujee_banker 2025-08-26T19:19Z 1746 followers, 15.8K engagements
"Interesting development for $UHAL $UHAL.B"
X Link @boujee_banker 2025-10-20T14:04Z 1746 followers, XXX engagements