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@SayNoToTrading Say No To Trading
The investor is actively buying and selling various stocks, including Watsco ($wso), Roper Technologies ($rop), and Chemed ($che), while sharing their thoughts on earnings reports and company performances. They also expressed interest in stocks like Marriott ($mar), Copart ($cprt), and Paychex ($payx), and shared concerns about certain companies like Cava ($cava) and Sprouts Farmers Market ($sfm). The investor is rotating out of some holdings, such as Fiserv ($fi), and into others, like CSW Industrials ($csw).
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +36%
- X Months XXXXXXXXX +373%
Mentions: XXX #
- X Week XXX -XX%
- X Month XXX -XXXX%
- X Months XXXXX +143%
Followers: XXXXXX #
- X Week XXXXXX +1.30%
- X Month XXXXXX +9.70%
- X Months XXXXXX +237%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks #2631 finance #4703 cryptocurrencies #2427 technology brands XXXXX% currencies XXX% automotive brands XXXX% luxury brands #3906 fashion brands XXXX% exchanges XXXX% countries XXXX%
Social topic influence $csu #4, stocks #585, $rklb #58, $csuto #12, $cnswf #1, constellation #136, if you 3.42%, ai 3.08%, all the 2.4%, $fly #7
Top accounts mentioned or mentioned by @nancy97862776 @griffonomics @cedarstresearch @stockzontap @velanether @winnerinvestor @invest091 @celikhans @harman_mittal @qualityinvest5 @theunrealdona18 @mmandeal @dougccc @fazalbalaj @taobanker @triberuffner @lib3rtydankmeme @rentyourstocks @unusualwhales @eselim13
Top assets mentioned Rocket Lab USA, Inc. Common Stock (RKLB) Fluidity (FLY) Old Dominion Freight Line Inc (ODFL) Synopsys, Inc. (SNPS) Amazon.com, Inc. (AMZN) Comfort Systems USA, Inc. (FIX) NVIDIA Corp. (NVDA) Roper Technologies Inc (ROP) Watsco, Inc. (WSO) Progressive Corp (PGR) Berkshire Hathaway Inc Class B (BRK.B) Berkshire Hathaway Inc. (BRK.A) Loar Holdings Inc. (LOAR) Neurobro (BRO) Republic Services, Inc. (RSG) Builders FirstSource, Inc. (BLDR) Copart, Inc. (CPRT) Tyler Technologies, Inc. (TYL) Linde PLC (LIN) Air Products & Chemicals, Inc. (APD) CSW Industrials, Inc. (CSW) Robinhood Markets, Inc. (HOOD) TransDigm Group, Inc. (TDG) Waste Management, Inc. (WM) Waste Connections, Inc. (WCN) CAVA Group, Inc. (CAVA) Deckers Outdoor, Corp. (DECK) SafeMoon (SFM) UnitedHealth Group (UNH) Netflix Inc (NFLX) Ferrari N.V. (RACE) Aaon Inc (AAON) Carnomaly (CARR) Zscaler Inc (ZS) Zoetis Inc (ZTS) Alexandria Real Estate Equities Inc (ARE) Thermo Fisher Scientific Inc. (TMO) Kinsale Capital Group, Inc. (KNSL) Broadcom, Inc. (AVGO) Parsons Corporation (PSN) Karman Holdings Inc. (KRMN) Alphabet Inc Class A (GOOGL) Effect.AI (EFX) Arthur J. Gallagher & Co. (AJG) EMCOR Group, Inc. (EME) Casella Waste Systems Inc (CWST) Sweetgreen, Inc. (SG) CoreWeave, Inc. (CRWV) Crocs, Inc. (CROX) Mastercard, Inc. (MA) Strategy (MSTR) Microsoft Corp. (MSFT) Costco Wholesale Corporation (COST)
Top Social Posts
Top posts by engagements in the last XX hours
"Watsco $WSO $WSO.B AAON $AAON and CSW Industrials $CSW are ultra low liquidity small to mid cap HVAC stocks which have never failed on me during drops. Because their movements are so amplified and irrational. How irrational Get this. on the ex-dividend date for Watsco last week the stock opened UP $XX. On that date it should be DOWN $X as that was the dividend amount. I can't count the times when my orders are the bid or ask for extended periods of time on this name as well as $CSW. Unloaded my highest cost $WSO today. Went through a few thousand shares the past few weeks to capture these"
X Link 2025-10-20T17:37Z 13.4K followers, 4261 engagements
"In HVAC I mostly talk about $AAON $FIX $WSO maybe a little $CARR and even some Daikin $DKILF $DKILY once in a while but don't believe Lennox $LII stock I've ever mentioned before. Why would I Nothing to do with it since buying at the low April X 2023. As you can see from chart it never looked back. But now it's misbehaving again. Dropped XX% today on earnings mainly guidance. To demonstrate just how unreliable extended hours trading can be check out the headline from 9:00 am today reporting the stock being up on a beat. I did add XX shares during last XX minutes of trading today. Valuation is"
X Link 2025-10-23T03:46Z 13.4K followers, 4378 engagements
"When it comes to my Z stocks on Robinhood (have $ZTS elsewhere) one in particular you can see stands out and not in a good way. $Z Zillow and $ZS Zscaler performing. Not Zebra Technologies $ZBRA. Purchase date of 10-11-2023 and up just 11%. Zebra has been a long term winner but after the boom-bust with Covid unsure if thesis remains fully intact. Only XXX% return past XX years which yes does match S&P almost exactly but that's not acceptable performance for this type of company. Have been debating lately whether I should let $ZBRA go. Thing is even if I do hard to justify selling at trough"
X Link 2025-11-14T20:42Z 13.4K followers, 3922 engagements
"$ELAN vs. $ZTS I remember X years ago when all the analysts were saying the opposite of below: buy Zoetis and dump Elanco. How did that work out If you're not familiar with their histories Eli Lilly $LLY spun-off Elanco in 2018. They were hoping to replicate the success of Pfizer's $PFE spin-off of Zoetis from 2013. Not going to get into all the differences and similarities in this post but bottom line is I believe this is another time to invert the analysts' consensus on $ZTS vs. $ELAN. I agree with @GurufocusC @gurufocus on their fair value assessment here"
X Link 2025-11-21T19:18Z 13.4K followers, 4258 engagements
"@bankrucmon That's offensive because $MCD is a great operator. Would be more appropriate to put a $WEN hat on Tommy boy right"
X Link 2025-11-22T23:04Z 13.4K followers, XXX engagements
"Alexandria Real Estate $ARE stock is worst performing on S&P today down X% on major dividend cut. On June 5th I explained why I have zero interest in it and $TMO and peers were safer and better rebound play for life sciences. Since that time $TMO up around XX% while $ARE down 30%. Don't chase yield"
X Link 2025-12-03T18:42Z 13.4K followers, 7675 engagements
"This one is overused but so true for $RKLB Rocket Lab. People always say they cant wait to buy the dip. Then when the dip happens they move their goal posts to a lower price which doesnt hit"
X Link 2025-12-04T16:09Z 13.4K followers, 14.1K engagements
"W. R. Berkley $WRB stock down big on Mitsui Sumitomo taking XXXX% stake acquired directly from Berkley family. Not dilution. Is this really that bad Or surprising given their relationship Thoughts @CedarStResearch Added XXX shares. Though if I didn't get my Progressive $PGR adds at around $XXX I would rather buy it at current price than $WRB at $67"
X Link 2025-12-05T18:36Z 13.4K followers, 3020 engagements
"With murmurs today of a $1.5T valuation for SpaceX IPO I see people on here taking it to the bank for it and Rocket Lab $RKLB. Life rarely works that way"
X Link 2025-12-09T23:56Z 13.4K followers, 5048 engagements
"I did add XX shares of $KNSL on Friday on that earnings plunge. As I was telling a trader friend yesterday who I am trying to convince to become an investor is that Kinsale Capital is a great P&C insurer to buy low and tuck away for the next several years. I hate when people say something is the next Berkshire $BRK.A. $BRK.B because often it doesn't work out that way. I remember XX years ago Markel $MKL and Fairfax Financial $FFH.TO $FRFHF were hyped as such. Their returns from 2005 through 2020 were lackluster lagging S&P. Especially Fairfax. I did finally buy both heavily during Covid"
X Link 2025-04-27T14:27Z 13.4K followers, 2287 engagements
"Did you know BE Semiconductor $BESI $BESI.AS $BESIY had a XX% CAGR the last XX years It's a 100-bagger stock. Glad to see my friend @nrossolillo cover it in a dedicated video today: $NVDA and $AVGO might get all the attention but plenty of others in the AI and accelerated computing space also have insane gains such as this stock. What they do is design and manufacture die attach packaging and wire bonding systems. If you own Applied Materials $AMAT stock you already own about X% of $BESI as they purchased a stake in April. BE Semi trades on Amsterdam exchange but you can access it via ADRs"
X Link 2025-06-16T23:15Z 13.4K followers, 3138 engagements
"Atkore $ATKR earnings have taken stock back to the tariff lows of April 3rd. Is it time to finally stop giving this company 2nd chances I mean I've given it about X the past X years. Or wait for new CEO and then decide Misleading IR materials with earnings - they show QoQ and hide YoY by only showing X quarters What gets me is that in the data center buildout boom how is the largest provider of electrical and cable conduit NOT doing better Furthermore domestic manufacturing = tariff resilient. I think this demonstrates $ATKR mismanagement and misappropriation of shareholder money with"
X Link 2025-08-06T04:28Z 13.4K followers, 3213 engagements
"A move from $XX to $XX is not a "plunge" for Parsons $PSN stock. So sick of this. Then again the Indian copywriters at Seeking Alpha did the same thing before using AI"
X Link 2025-08-06T14:17Z 13.4K followers, 2276 engagements
"$FIHL $KSIOF $POWL $QXO $KRMN $LOAR These are my smallest tracking positions and I'm hoping some earnings drama allows me to add more. Specifically I think $LOAR has good potential for bad earnings tomorrow. Look what happened to $TDG. Fidelis Insurance $FIHL earnings after close tomorrow but this is Bermuda-based. Would never want to put more than $20k into it"
X Link 2025-08-12T20:37Z 13.4K followers, 7013 engagements
"A lot of people have been asking me about the XX% drawdown on Constellation Software $CSU $CSU.TO $CNSWF. I've commented a lot about it recently and this reply from yesterday sums up my thoughts. Since writing it I did listen to the first XX mins of their call regarding AI. Actually pretty disappointed with it especially how Mark intentionally withheld the identities of his so-called expert panel"
X Link 2025-09-25T04:00Z 13.4K followers, 13.1K engagements
"What all do we know about Mark Miller new CEO of Constellation Software $CSU $CSU.TO $CNSWF Can't tell age from his education since no dates listed. Any opinions good or bad please share. Regarding Mark Leonard's health I'm guessing it must be something pretty dire for an immediate resignation after XX years. Maybe an aggressive cancer perhaps pancreatic or brain something that has lower odds of successful treatment. Otherwise I would expect at least some sort of transition period if the prognosis was longer duration"
X Link 2025-09-25T15:16Z 13.4K followers, 8221 engagements
"I did add about $100k of Constellation Software $CSU $CSU.TO $CNSWF yesterday but only intend to keep the lowest cost XX shares I add. If we go lower Ill buy more and increase the net add to +33 +50 and so on. The upcoming call on Wednesday regarding Mark Leonard to Mark Miller may or may not be clearing event. I just wish this was not such a loved stock. Id feel better buying it if there was more negative sentiment right now. I have yet to see that. There are too many new investors in it the past couple of years and I could see it falling out of favor with them if downtrend continues since"
X Link 2025-09-27T16:04Z 13.4K followers, 9706 engagements
"Noticed $AGM is up X% since I posted this on Tues. Need more time to know if that was bottom"
X Link 2025-10-10T18:10Z 13.4K followers, 2655 engagements
"This reminds of some research I was doing this week on the latest regarding autonomous trucking from Aurora Innovation $AUR Kodiak Robotics (private) Gatik (private) and Waymo $GOOG $GOOGL. Even if Goldman's projections for 2030-2035 are correct LTL like $ODFL $SAIA $XPO won't be in the crosshairs. It's TL to avoid which I have always avoided because it's a rotten business"
X Link 2025-10-21T22:40Z 13.4K followers, 10.2K engagements
"$EFX what did @pulte say"
X Link 2025-10-28T15:08Z 13.4K followers, 4285 engagements
"Restarting the $CSU $CSU.TO $CNSWF buying but you know my negative thoughts on this one"
X Link 2025-10-29T14:56Z 13.4K followers, 8761 engagements
"I've talked a lot about Chemed $CHE past week. Earnings were this morning. I've unloaded all my high cost lots except for this one"
X Link 2025-10-29T15:04Z 13.4K followers, 3575 engagements
"Took tax loss today on recently acquired $MMC. Search my feed for ticker to read details as to what I don't like about Marsh (& McLennan) relative to peers. Would rather have more of higher conviction $BRO and $AJG. Even when you strip out GFC debacle for Marsh BRO and AJG have demonstrated better performance fundamentally from 2015-2025 (ex-GFC) as well as the 20-year period of 2005-2025 (with GFC). Marsh also screwed up during dot-com"
X Link 2025-10-31T17:50Z 13.4K followers, 4122 engagements
"@TheXCPA Many of Chris Mayers favorites not having a great year. Or few years. $CSU / $CNSWF $ODFL $BRO am I forgetting any"
X Link 2025-10-31T21:42Z 13.4K followers, XXX engagements
"@AT0266 $AZO and $ORLY are getting interesting again but so more which is more interesting. I do own both"
X Link 2025-11-03T16:10Z 13.4K followers, XXX engagements
"Related to $FIX and $EME one stock you don't hear much about is Limbach Holdings $LMB. Other public peers: $AMRC $IESC $MYRG $AGX $WLDN $MTRX $ORN Limbach is a specialty contractor for HVAC plumbing electrical and building control systems. Also known as MEPS but I know that acronym isn't well known. I know someone has asked me about it on here and my answer was I do follow it but this is the type of name I need to do a minimum of 20-40 hours more of research on just to say I'm vaguely informed. Very tiny at $1B market cap vs. $30B+ for $EME and $FIX. $7-8B for $IESC. $4B for $MYRG and $AGX."
X Link 2025-11-07T16:14Z 13.4K followers, 6122 engagements
"31 days since my last Casella Waste $CWST purchase so took a tax loss on my highest cost shares from the $90s and am left with these. Not surprised it is lagging rebound vs. large cap peers $WM $WCN $RSG. Simply too much to buy today so prefer to realize this loss"
X Link 2025-11-17T19:21Z 13.4K followers, 3222 engagements
"@Veganhippo21 Dude you cant afford $CAVA and you definitely cant afford $SG until your $CRWV calls are green again. May I advise lentils and sweet potatoes for your current financial scenario"
X Link 2025-11-19T00:03Z 13.4K followers, 1121 engagements
"@TheWiseIC Oh no. Wasn't the cult saying the bottom was about XXX USD higher too I do look at it daily but not another buy as I'm buying every $XXX USD decline. Here was last $CNSWF $CSU $CSU.TO buy and we still haven't hit $2188"
X Link 2025-11-20T23:49Z 13.4K followers, XXX engagements
"@optionscjp Ill take it. All the non-degen stocks like $ODFL $KNSL $BLDR etc. rocked today"
X Link 2025-11-21T22:32Z 13.4K followers, XXX engagements
"@WinnerInvestor Are you spending at $CAVA and $SG too You better be"
X Link 2025-11-25T16:21Z 13.4K followers, XXX engagements
"The reason I don't like $J $ACM and similar is because these are very labor intensive low margin businesses. Really hit hard during cyclical. Same reasons I have no interest to adding to $FIX $EME anywhere up here. Great in boom times but not great when things slow. This whole cohort is pretty much trading at valuations exceeding peak right before GFC"
X Link 2025-11-26T05:35Z 13.4K followers, XXX engagements
"@sachinvats Have drawn same conclusion. Plus many Americans dont realize $BULL international reach where they do monetize. Yes I get the sketchy ownership and how they came public. Still think its a coiled spring"
X Link 2025-11-28T16:18Z 13.4K followers, 1522 engagements
"I will tell you for free which stocks Im buying never a sub involved But dont you dare expect for me to reveal to you when Im buying shoes until after I secure my supply. Size XXXX New Balance 1080 hard to get year round but especially this weekend. I always buy several pairs at a time. This is what they look like after just a few weeks since I exercise 3-4 hours X days per week"
X Link 2025-11-28T20:26Z 13.4K followers, 7881 engagements
"@MMandeal I will give them another try eventually. As for $ONON stock I only have a couple hundred shares from the $20s. Came close to adding last month but instead did $DECK and $CROX. Really for On the benefit is DTC while Hoka and Crocs are dependent on retailers"
X Link 2025-12-02T23:38Z 13.4K followers, XXX engagements
"@hedge_simply @ConnorJBates_ Own $GBRK and $IBP too Both way up so they didnt get to add levels for me a couple weeks ago though I would like more IBP at lower price"
X Link 2025-12-03T22:11Z 13.4K followers, XX engagements
"@harman_mittal You're welcome. Yeah $SNPS up about XX% in a couple weeks. $PGR getting up there but I still need $XXX to unload the very last of my high cost lots. I'm keeping 1000 after doing that"
X Link 2025-12-04T16:26Z 13.4K followers, XXX engagements
"Now you're learning Reminds me my retention bonus terms ended in August so probably time for to shake them down for some more money. As other person just said on here they are much better than Fidelity now. The Fidelity of the 2010s is gone. Today Fidelity is complete rubbish"
X Link 2025-12-05T00:08Z 13.4K followers, XXX engagements
"@patientinvestt Dont like idea of adding to any of those at current prices but if forced $AMZN seems to be best risk/reward here"
X Link 2025-12-05T17:23Z 13.4K followers, XXX engagements
"@CedarStResearch How about the part which says acquisitions follow agreement with the family Unclear as I suppose that could mean both things; agreement to buy from family or agreement to buy open market"
X Link 2025-12-05T18:59Z 13.4K followers, XXX engagements
"@zcelestialbaby On a 3-hour podcast you have to yap"
X Link 2025-12-07T22:39Z 13.4K followers, XXX engagements
"@nsdalal No. Considered when it got re-domiciled. Everyone knew it would get re-rated. Didn't think it would get re-rated that much. Next up Ashtead Group"
X Link 2025-12-07T22:43Z 13.4K followers, XX engagements
"Whether its $FICO earnings or Pulte bullying case in point as to why I only hold lowest cost lot after rebound. So much easier and less stressful. If we revisit $1300 will consider adding more. Meanwhile Equifax $EFX at $XXX have been buying lately. Lower quality different but related"
X Link 2025-11-05T22:07Z 13.4K followers, 5053 engagements
"Builders FirstSource $BLDR just touched the June 2nd intraday low when I last bought. Last time it was at that price was the infamous Oct XX 2023. Chart and low points very similar to a lot of high-quality non-tech long term winners in construction. I'm buying again. Names like $BLDR dependent on housing rebound which admittedly I have lower confidence on now vs. 6-12 months ago due to the mass deportations. Fewer people = fewer housing units needed. Perhaps the #1 catalyst as to why even the best multi-family REITs like $MAA $AVB $ESS $CPT have been so weak lately. Not rates. I know in"
X Link 2025-11-17T16:23Z 13.4K followers, 6348 engagements
"@Nancy97862776 My lowest cost 2k are at $XX. Only missed $XX because I was so busy with $RKLB"
X Link 2025-12-05T00:09Z 13.4K followers, XXX engagements
"Apple $AAPL AI chief leaving. Not having in-house LLM was never the issue. Its that they cant even do basics like filtering this obvious iMessage spam. They have a problem when the #1 most compelling reason to upgrade is because your battery is degraded"
X Link 2025-12-08T16:26Z 13.4K followers, 2949 engagements
"@Firefly_Space Used todays pop to unload my highest XXX $FLY in the green. As long as thesis doesnt seriously break these lowest cost 2k are permanent holds"
X Link 2025-12-10T21:53Z 13.4K followers, 1029 engagements
"Watching SpaceX launch and Cage The Elephant simultaneously. Cant beat that Dont own their label $SONY (RCA) but do own SpaceX stock $SPACEX so its a win. Rocket Lab $RKLB still my fav though. Will move to front for Green Day next just resting ass after standing all day"
X Link 2025-09-29T02:44Z 13.4K followers, 6021 engagements
"When it comes to busted IPOs pulling some data on $GEMI. Expensive now but higher growth than $COIN you can see the forward estimates attached. What I like about Coinbase is the institutional side especially custodian. Not the retail casino. Drawback in my opinion is that $GEMI is more focused on retail"
X Link 2025-10-31T15:51Z 13.4K followers, 5732 engagements
"Builders special. Cycled through 1700 shares of $BLDR since I wrote this last Monday. Here is what I will keep"
X Link 2025-11-24T18:47Z 13.4K followers, 1308 engagements
"Like I was telling you last week. own XX chip stocks but since April have added to only ONE and that was $SNPS which for me personally was a BUY or STRONG BUY. As I said yesterday the $410s is not as sexy as the $380s but it's still salivating. An update to that - the $430s - if I didn't own it I would buy it here even after the $NVDA news. Not investment advice just saying what I would do personally"
X Link 2025-12-01T15:19Z 13.4K followers, 14.9K engagements
"A lot of talk on here about Circle $CRCL when $120-130s but now crickets when stock is $60s through $80s Capital light and USD coin is 2nd only to Tether who of course is still refusing audit by big X (promised last March). Projections of stablecoin market size by 2030 range from $500B to $4T. Note that Circle USDC was initially built on Ether but has since expanded to others like Solana Arbitrum Base and its standalone Layer-1 blockchain called Arc. So we can't really spin this as Circle winning = $BMNR and $ETH winning. At today's share price might be looking at a 33x PE on 2027 numbers and"
X Link 2025-12-03T16:21Z 13.4K followers, 7466 engagements
"Another post to piss people off but this time my goal is to enrage you 3x. X. $META is not cheap and was not cheap in $590s. X. $MA is not cheap. X. $MSFT is not cheap. Plus I'm going to add a bonus here so I can get you 5x or maybe even 10x angrier at me: $MSTR is cheap. Yes IS cheap. When $META was at $XXX or whatever a month ago I wrote a detailed post as to why I believe their moat is among the weakest in big tech (though $NFLX is weakest). Got the usual expected rebuttals like WhatsApp. Well have you seen what GPT is doing on that front I ended post by saying: "The good Advertising is"
X Link 2025-12-04T20:14Z 13.4K followers, 40.7K engagements
"@FundasyInvestor I always find it best in life to first rule things out to be left with what is ruled in. Ill start. Say no (for now) to Teqnion $TEQ.ST"
X Link 2025-12-09T04:14Z 13.4K followers, 1293 engagements
"@TheLongInvest The moment you're in a cult your thinking is irrational. So even with $1.5M in $RKLB I am proudly NOT in that cult. Nor was I when in $ASTS bought it sub $XX and a lot of it. When you start putting tickers in your profile you need to re-think your objectivity"
X Link 2025-12-10T04:26Z 13.4K followers, 1241 engagements
"(1) Costco intentionally has no signage to force you to wander. (2) Food selection is geared towards unhealthy American diet. Good options for plant-based are limited and produce is inferior in both quality and price to Trader Joes. (3) Prices for staples such as paper towels laundry detergent and similar not competitive to Amazon Subscribe and Save + frequent coupons. Nor do they carry fragrance free cleaning products that I buy. (4) Parking lot and shopping experience a huge time waster. (5) Ill only resort to Costco clothes after I completely stop caring about life and how I look"
X Link 2025-12-11T01:43Z 13.4K followers, XXX engagements
"$ROP Roper Technologies is one of the most underfollowed long term compounders you can buy. My favorite part of the biz is their Neptune Technology Group which specializes in smart water metering and analytics. I feel like Badger Meter $BMI gets so much love in this niche when it really should be shared with $ROP. Neptune provides AMR (Automated Meter Reading) and AMI (Advanced Metering Infrastructure) solutions helping utilities track water usage detect leaks and improve efficiency. About 1/3rd of the municipal water supply in the US uses $ROP This fits Ropers asset-light high-margin model"
X Link 2025-03-05T21:56Z 13.4K followers, 2085 engagements
"What are the highest quality best REITs to own for the next 10+ years if you want consistent dividends with minimal risk of cuts $AMT American Tower (cell towers data center) $AVB AvalonBay Communities (coastal urban apts) $CPT Camden Property Trust (coastal urban apts) $CTRE CareTrust (skilled nursing assisted living) $DLR Digital Realty (data centers) $EQIX Equinix (data centers) $ESS Essex Property Trust (coastal urban apts) $EXR Extra Space Storage (self storage) $FRT Federal Realty (mixed-use) $MAA Mid-America Apartments (non-coastal apts) $O Realty Income (retail mostly) $PLD Prologis"
X Link 2025-03-08T15:24Z 13.4K followers, 1110 engagements
"Being that Fairfax Financial $FFH $FFH.TO $FRFHF has made me almost XXX% in X years figured I should take a closer look at Fairfax India Holdings $FIH.U $FIH.TO $FFXDF I would never try and invest in India directly. Never invest in markets you don't understand. Especially when there's the added dollar to rupee risk. Fairfax India has been an absolute train wreck. Then again you could say the same about Fairfax Financial from post GFC through Covid low. Luckily I didn't buy until then. I remember during the 2000s everyone said Fairfax was the next Berkshire Hathaway $BRK.A $BRK.B and that Prem"
X Link 2025-05-28T05:14Z 13.4K followers, 5623 engagements
"On red days always pay attention to whatever is surprisingly green. I'm not saying Verisk Analytics $VRSK is a bargain but it has been punished in the vein of consultants and research services like $ACN $IT $GLOB $FDS as well as SaaS names. Fact is using AI to create cheaper knock-offs of their insurance underwriting analytics suite is near impossible unless you were to steal their decades of proprietary data they have collected. This is used by insurance companies for their underwriting. Even being off XXX% is unacceptable. You can replicate the $VRSK shell with vibe coding no problem but"
X Link 2025-08-19T18:00Z 13.4K followers, 4851 engagements
"White Mountains Insurance Group $WTM stock is one you never hear about. Similar to Markel $MKL and Fairfax Financial $FFH $FFH.TO $FRFHF it's a name hoped/hyped to become a mini-Berkshire $BRK.B $BRK.A. During the Covid lows I have positions I picked up in all X with $WTM being the laggard. Back in 2020 White Mountains acquired a majority stake in Bermuda-based Bamboo Insurance. Later bumping it to XX% ownership in 2023. Bamboo is a managing general agency (MGA) they are not an insurer themselves. They are licensed to sell E&S insurance for other insurance companies (called "fronting"
X Link 2025-09-03T15:04Z 13.4K followers, 4536 engagements
"If you think Tesla $TSLA is safe from BYD sales in the US know that I've been seeing a lot of them despite not being legal here. $BYDDY $BYDDF $1211.HK This was yesterday on freeway. Didn't have camera ready 'til it switched lanes but prior to this it was right in front of me and it is definitely BYD. Super obnoxiously large logo on back. Not the first I've seen. Thought it was Seal model but comparison to photos show a few slight variations"
X Link 2025-09-15T17:54Z 13.4K followers, 4997 engagements
"Goldman Sachs $GS I noticed is at ATH. It is one of the very few banks I own and I don't believe I've mentioned it before. I bought in 2023 during the financials selloff which started with $SIVB and then continued in fits and starts through rest of year. Back then Morgan Stanley $MS was said to have dethroned "Golden Sacks" and they were no longer the prestigious firm of 2000 era. Probably true but in 2023 when I bought the premium Morgan Stanley had to TBV was way too high. Goldman was the value play so I went with $GS over $MS at end of Oct 2023. I see it's now up 171%. Looks like I made"
X Link 2025-09-24T04:43Z 13.4K followers, 4665 engagements
"Regarding Samsara $IOT $QCOM $TRMB and my friend who sells trucking SaaS and was at the Intermodal EXPO in LA last week"
X Link 2025-09-24T18:17Z 13.4K followers, 4689 engagements
"New rule: everyday lately I am requiring myself to buy XXX shares of Copart $CPRT stock as long as it's around $XX. Though I admit sometimes I am non-compliant and buy more than my daily allowance. XXX today so far. Will see what EOD looks like"
X Link 2025-09-29T15:02Z 13.4K followers, 7066 engagements
"Despite the $XX current price after $XX IPO it's hard to justify Firefly Aerospace $FLY even for a spec tracking position. I want to as you know I love space and own plenty of $RKLB and $SPACEX but consider this: - Still $4B market cap. Comp that to Astra $ASTR which went public at $1.5-2B from what I recall during 2021 SPAC peak. I would argue similar valuations and market conditions for both. Yes they are/were different but also different strengths. - Rocket Lab moving to Neutron knowing small launch is too niche moving forward. $FLY will be stuck in small launch which means it's the rest"
X Link 2025-10-01T16:01Z 13.4K followers, 4716 engagements
"Old quote from Mark Leonard of Constellation Software $CSU $CSU.TO $CNSWF regarding Jack Henry & Associates $JKHY. Theyre being hit hard right now on regional banking fears. Who do you like more here $JKHY or Fiserv $FI"
X Link 2025-10-01T21:24Z 13.4K followers, 4507 engagements
"Now that they rebounded to green sold my highest cost shares from the drop in Constellation Software $CSU $CSU.TO $CNSWF. As previously discussed only keeping this lowest cost new lot of XX shares at $2666 USD. Unless we go lower in which I will add more. As I've been saying the big problem with Constellation is not Mark Leonard stepping down. Nor is it AI in and of itself. The reason AI is the problem is because they buy a bunch of low quality software paying a multiple of 2-4x which tells you the quality. This is low hanging fruit for replicating with AI-assisted coding. The moat $CSU had"
X Link 2025-10-03T14:44Z 13.4K followers, 7350 engagements
"When it comes to Americas favorite Ponzi scam today I sold my highest cost Strategy $MSTR shares after going green. This is what I am keeping from 2025 so far which are my lowest cost XXX. I also sold out of Semler Scientific $SMLR which Ive had a XXX share tracking position at $28-29 for I think over a year. Given the Strive $ASST acquisition want to see how that plays out. As we have seen with Ether and $BMNR vs. $SBET there really is no number X. Only number X gets the elevated mNAV. As such sticking with BitMine and Strategy not me-too names. However I will hold my lowest cost shares of"
X Link 2025-10-06T16:39Z 13.4K followers, 4307 engagements
"Said a while ago I would buy XXX shares of Copart $CPRT every single day. I lied. Friday was more than that"
X Link 2025-10-13T04:05Z 13.4K followers, 9961 engagements
"Sprouts Farmers Market $SFM is down XX% on earnings but here's why I have no interest in the stock. X. Groceries are a horrible biz with 2-3% net margins. I am aware Sprouts is higher at X% but it has been 2-4% in recent years. Either way not great. X. The only thing I shop for is food. $SFM is not competitive with Trader Joe's or $AMZN Whole Foods with price or selection. Kroger $KR is horrendous and sells unhealthy garbage so I never go though I do order shelf-stable food from Vitacost which they own. X. Unlike Trader Joe's Sprouts stores do have a fairly large footprint and a lot of SKUs."
X Link 2025-10-30T05:24Z 13.4K followers, 12.7K engagements
"With the exception of $GFL which reports next Wed we now have earnings from all the trash companies. The best were $CWST followed by $WCN. Both of these have been my favorites for small and large cap respectively. The worst were $WM $CLH and $RSG"
X Link 2025-10-31T15:17Z 13.4K followers, 3127 engagements
"@EnvyRoyalty__ @fiscorainvest USD vs Euro Here is Topicus $TOITF $TOI $TOI.V Now go look at USD equivalent of $CSU $CSU.TO on that 2024 buy date. Constellation Software hit much harder even when accounting for perceived business differences"
X Link 2025-11-07T21:41Z 13.4K followers, XXX engagements
"I've made no secret about the fact I hate Cloudflare $NET investment thesis about it being branded as cybersecurity. It is mainly a CDN which is largely commoditized. Back in the day I would use Akamai $AKAM over Cloudflare for my biz due to better reliability even though it cost me more. They were up XX% on earnings yesterday by the way. That said I admit a lot has changed since and now CDNs are first and foremost used as gatekeepers to block AI bots from scraping data. Throughout the day I constantly have to turn my VPN off and then on to access what seems like half the websites. Just now"
X Link 2025-11-08T19:11Z 13.4K followers, 10.4K engagements
"@HolySmokas Do you use $HNST products Method and Seventh Generation annihilate them in every way including distribution and pricing"
X Link 2025-11-10T22:40Z 13.4K followers, 1824 engagements
"I know a lot of people have muted this company and for good reason. Just gotta say is Constellation Software $CSU $CSU.TO $CNSWF actually up X% today Here I was ready to put in my +25 shares at every $XXX USD lower it goes but it looks like no buying today. yet"
X Link 2025-11-12T16:34Z 13.4K followers, 5755 engagements
"Both TransDigm $TDG and newcomer Loar $LOAR reported earnings this morning. TDG was as-expected but I was really hoping Loar would dump. It only mildly sold off. The reason I wanted a dump was because I only have a tracking position in this recently IPO'd company. $LOAR went public about XXX years ago and most of that time has been at $XX to as high as $XXX. Really annoyed having just XX shares so I added XX more today. Can't show you because of broker updates but I've had XX shares since summer 2024. If you're not familiar with stock here's a good recent article by @DPBechai about it:"
X Link 2025-11-13T05:08Z 13.4K followers, 4762 engagements
"Enjoyed nice dinner at local beachfront Mexican restaurant. Then ruined when confronted with Clover to remind me of $FI $FISV debacle. I really cant go out to eat anymore unless its $TOST"
X Link 2025-11-16T02:34Z 13.4K followers, 20.3K engagements
"I cant speak for current but during 2023 P&C insurer selloff I did an updated deep dive on every name I liked or possibly may like. I excluded mediocrity. Palomar Holdings being a newer stock I gave extra attention to. $PLMR was way too risky for me even with the reinsurance ratio. Earthquakes are much trickier than more regularly occurring natural disasters. I dont believe we have a great way to model their risks given the immense unknown increments between higher magnitude. Also reinsurers will be cooked. I dont like them. CEA will also be insolvent and pay on a pro-rated basis with even"
X Link 2025-11-16T17:12Z 13.4K followers, XXX engagements
"$FLY $RKLB Thank you @griffonomics for this excellent AI-generated podcast on Firefly Aerospace I can listen to while AI-driving:"
X Link 2025-11-17T02:30Z 13.4K followers, 9433 engagements
"Whether we admit it or not we all have this expectation/hope that after $NVDA reports everything turns around. But what if it doesn't"
X Link 2025-11-19T17:32Z 13.4K followers, 15.6K engagements
"Have an open order to sell these highest cost XXX Carrier $CARR shares but realized I can't because then it will ruin my pretty $XXXXX average share price. Remember pretty share counts and prices are more important than profits"
X Link 2025-11-24T20:14Z 13.4K followers, 2873 engagements
"@Veganhippo21 That first pic I think you would be a swell candidate to star in a $SFM commercial"
X Link 2025-11-24T22:26Z 13.4K followers, XXX engagements
"For those tax loss harvesting while wanting to maintain exposure some rotations I have in mind: $CSU $CSU.TO $CNSWF Constellation Software $ROP Roper Technologies $TYL Tyler Technologies Own all X underwater lots on the first X. May swap some but not today or anytime soon. Still chance of recovery next month given my underwater lots are XX% red. I am intentionally not including Topicus $TOI.V $TOITF as CSU swap. With EUR to USD it really isn't down much and in fact about X% higher than exactly one year ago"
X Link 2025-11-26T15:28Z 13.4K followers, 3553 engagements
"I've been on X for over XX months now and don't think I've seen Lattice Semiconductor $LSCC brought up once. Only X FPGA players. $INTC acquired Altera in 2015 for $XX billion. $AMD acquired Xilinx in a deal valued at $XX billion which closed in 2022. Last man standing is Lattice. Do with that as you wish"
X Link 2025-11-26T20:35Z 13.4K followers, 7122 engagements
"Terrible news regarding Danaher $DHR Thermo Fisher Scientific $TMO Agilent $A and Waters $WAT. Both "Just Late" Josh Brown and "Just Wrong" Jim Cramer have chimed in. If "Unwise Weiss" opines might make them a sell. Last week while making breakfast overheard Josh pump X of these hardcore. Today while driving home from gym heard Jim pump them plus $WAT. Why are they strong buys AFTER they've rallied 20-50% within a couple months This is why most investors have subpar returns. The time to buy high quality long term winners like these is when no one wants them which was just a few months ago For"
X Link 2025-12-02T00:28Z 13.4K followers, 4909 engagements
"@shingerbinger Hate $AXP ever since they became a bank during GFC. I hate banks. Search my feed for $SIVB for reasoning"
X Link 2025-12-02T05:33Z 13.4K followers, XXX engagements
"@WinnerInvestor $SCHW $IBKR"
X Link 2025-12-03T05:25Z 13.4K followers, XX engagements
"@Eselim13 Wrong. Many high quality names have retraced and even gone below April lows. I write about them all. $ODFL is one example. Many others but not going to list them all because you're being an ass"
X Link 2025-12-03T05:49Z 13.4K followers, XXX engagements
"I truly believe people like to make investing hard on themselves. I'm thinking it's subconscious self-sabotage. Perhaps believing they don't deserve the gains. It's not about being smart. So many insanely smart people do this; they chase momentum and get rug pulled. In addition to $CSL and $WSO mentioned below we have $CSW today now up XX% from October $ODFL at $XXX (just wrote a long post about it at $XXX days ago) and a lot of similar stocks. I estimate about XX% of X which means about 29/30 people on here couldn't give a shit about these high quality companies with very favorable"
X Link 2025-12-03T23:29Z 13.4K followers, 8848 engagements
"Yeah I saw that $XXX print too. Was too busy with other stocks that moment. The bid/ask spread is crazy on a name like $CSW so often the lowest print isn't really reflective of substantial volume. Same with $WSO. Was just responding to another comment on that so still have the image in copy/paste. See the $XXXXXX print That was ONE transaction. The bid/ask was nearly $X so my $XXXXXX was the low if you exclude that. For those doing non-round lets they can get even lower since orders are grouped for round lot"
X Link 2025-12-04T16:32Z 13.4K followers, XXX engagements
"@theunrealdona18 $FLY is certainly no $RKLB but it's way oversold here"
X Link 2025-12-04T16:39Z 13.4K followers, XXX engagements
"Ive hated $COLD for a few years now. I recall talking to @taobanker about it a while back so may want to dig up those posts. In short its not even a real REIT due to heavy labor expense. Not saying its not a turn around candidate but I dont have interest in things I need to sell after recover to generate alpha. Seems like it could be a trade but I dont see how it could be a great long term (10-20 year) hold vs. S&P"
X Link 2025-12-05T00:55Z 13.4K followers, XXX engagements
"@Firefly_Space @Nasdaq $FLY Ill be along for the ride with 2k lowest cost shares"
X Link 2025-12-05T22:42Z 13.4K followers, 1170 engagements
"Didnt expect Comfort Systems $FIX making it to S&P XXX already. Really not sure if I like the timing because if cycle turns anything in S&P is ground zero for selling. Prefer being on the peripheral sometimes"
X Link 2025-12-05T23:06Z 13.4K followers, 5571 engagements
"Next time youre thinking of trimming $NVDA just go listen to the Joe Rogan w/ Jensen from this week"
X Link 2025-12-06T18:26Z 13.4K followers, 17.6K engagements
"No one knows who the hell $FIX is which I guess is a good sign. So many headlines like this Im seeing only mention $CVNA and $CRH joining S&P"
X Link 2025-12-06T18:34Z 13.4K followers, 1610 engagements
"I did catchup on $RDW latest a couple weeks ago. The way they did that drone acquisition is crazy and not in a good way. I of course do not like the fact that the PE group behind Redwire is same as $FLY. Moving forward seems like drone is best bet for Redwire no Not post drone acquisition but prior I always thought $RKLB should have bought Redwire. It would have been accretive no doubt because everyone does multiples as if it's all or mostly launch"
X Link 2025-12-06T20:02Z 13.4K followers, XXX engagements
"@SynthuLCapitaL @TheLongInvest Exactly. Though currently I would say $XXX is the new $XXX for $AMZN"
X Link 2025-12-07T18:14Z 13.4K followers, 1223 engagements
"Last time I remember seeing so many of these types of commercials it was 2007"
X Link 2025-12-08T16:35Z 13.4K followers, 2811 engagements
"@ShortnBluntTho Even Jensen Huang of $NVDA discussed this in Rogan podcast last week: I believe my dogs feel as much as I feel.""
X Link 2025-12-09T01:42Z 13.4K followers, XXX engagements
"@25DAGUASI Which location Have drove by their Long Beach HQ more times than I can count. Often see people at stores in area wearing black $RKLB shirts in the evening after they leave work"
X Link 2025-12-09T01:45Z 13.4K followers, XXX engagements
"@blondesnmoney This could obviously never happen. We already know Salesforce will be renamed Agentforce by then. As for the rest Yeah its possible"
X Link 2025-12-09T04:18Z 13.4K followers, XXX engagements
"@MorningBrew Perfect Union just put out a long YouTube video on this. Watched it for about X mins during dinner then shut it off. I assumed everyone knew about the dynamic pricing of $CART and similar Not news. Instacart $UBER Eats $DASH were never for the budget conscious"
X Link 2025-12-10T04:31Z 13.4K followers, XXX engagements
"If you ever feel dumb just remind yourself that a Curse of Cathie is always dumber. The latest X days ago $182M block purchase of Bitmine $BMNR stock at $38.13/share for $ARKK $ARKF $ARKW. Afterhours today Bitmine filed for PIPE unlock. No surprise it had to happen eventually. It's no longer the $X NAV from pre-PIPE. As of yesterday about $XX. Over last X years the NAV multiple for $MSTR to Bitcoin $BTC has averaged 1.54x per Grok. That would equate to $XXXXX for $BMNR if placing same NAV multiple on Ether $ETH here. The narrower the gap the less motivation to sell at least for those wanting"
X Link 2025-07-28T23:50Z 13.4K followers, 7965 engagements
"If you own the native Dino Polska stock $DNP.WA using $DNOPF (not the ADRs $DNOPY) and your account balance is up unexpectedly today it's just a cruel trick. No I don't have $400k in the name. It has a XX for X split not yet reflected. So $360k of this is not real. $BYDDF was opposite. For over a month looked like it was down 67%. Today the X for X shares were distributed. Not applicable to $BYDDY ADR"
X Link 2025-07-31T18:24Z 13.4K followers, 2551 engagements
"On the topic of high quality SaaS names less prone to AI displacement Descartes Systems $DSGX is one I nibble-added to today. With a regulatory focus switching to a new system poses risks and therefore a higher hurdle rate. Like everyone they are heavily incorporating AI themselves. The question is if someone can successfully rip off these same capabilities and offer them cheaper: AI-Enabled Denied Party Screening (Visual Compliance AI Assist) Uses machine learning to cut false positives in compliance checks by up to XX% for some users automating reviews while maintaining human oversight."
X Link 2025-08-18T16:39Z 13.4K followers, 3022 engagements
"Interesting insight on Accenture $ACN. I remember 6-8 quarters ago the street's narrative was that IT consultants like Accenture Globant $GLOB CGI $GIB EPAM Systems $EPAM ASGN $ASGN and others were actually AI beneficiaries. Their services would be in increasing demand for helping businesses incorporate AI. Then the past few months narrative flipped to AI disrupting them where they were no longer needed or at least needed less. Because AI could do their job at least in part. Being outside the corporate world I don't know the answer"
X Link 2025-08-28T22:29Z 13.4K followers, 5752 engagements
"Just now I couldn't resist adding XXX shares of Roper Technologies $ROP stock. As always my highest cost lots are subject to selling after rebounds so perhaps this lot won't be a keeper. All I know is that I love CEO Neil Hunn's OCD about converting revenue to FCF at or above the XX% mark"
X Link 2025-09-02T15:53Z 13.4K followers, 14.1K engagements
"I have a few hundred k $ in Constellation Software $CSU $CSU.TO $CNSWF and its spinoffs so I'm not a hater but seriously. why do I never hear the CSU crew talk about Roper Technologies $ROP Look past the cult of Mark Leonard and podcast pumpers for a moment and consider what is turning into their American counterpart. While both offer vertical market software which can be disrupted by AI $CSU consists largely of small less complicated software - average deal size something like $13-18M in recent years. Long term average is lower. Pre-AI what made this software valuable was each had such a"
X Link 2025-09-02T23:04Z 13.4K followers, 17K engagements
"Quick comment on Copart $CPRT earnings reaction. If I didn't have all these recent adds I would be buying more on this dip. After hours yesterday it was as high as $51"
X Link 2025-09-05T14:14Z 13.4K followers, 4013 engagements
"Time to start averaging up on Tradeweb $TW. As far as the Tradeweb vs. MarketAxess $MKTX rivalry I get it but I also don't because: - MKTX focused on high-grade corporate bond while TW on Treasuries. - TW probably stronger on munis but I would say MKTX has emerging markets lead though small for both. Remember $HOOD replaced $MKTX in the S&P. I get the frustration with MarketAxess since Covid highs but you do need to keep in mind valuation was insane and so much of share price plummet was that - see chart. Will Robinhood do the same I'm certainly not rooting for it but am well aware of the"
X Link 2025-09-19T19:52Z 13.4K followers, 4933 engagements
"Not identical but similar. If you missed this years drop and rebound in Manhattan Associates $MANH then SPS Commerce $SPSC is interesting here. Even more interesting though is Descartes Systems Group $DSGX"
X Link 2025-09-29T19:01Z 13.4K followers, 3878 engagements
"It's time to move on from $UNH. Today I sold several hundred thousand more worth of LEAPS. Simply put UnitedHealth Group is mission accomplished. Permanently keeping a couple thousand shares from the $200s. Still have a few LEAPS left but there are better opportunities elsewhere like P&C where new money is needed. Unlike a lot of people on here who just blabber about "their" stocks continuously for no reason I generally only talk about "my" stocks when they seem buyable. After that I move on to the next buyable stocks to capture the lowest cost shares then rinse and repeat. If you want"
X Link 2025-10-28T23:10Z 13.4K followers, 148.2K engagements
"In the X trading days since this $UNH is down $XX. The following day I posted the same near liquidation on $CNC. Since then down several dollars. Today many asked if I'm buying back Actually what I'm buying heavily right now is a different insurer; Molina Healthcare $MOH. Unlike Oscar $OSCR which is XXX% ACA it's only XX% for Molina. That's also the part really hurting them. As for their other XX% Medicaid they are doing relatively OK given the environment. However the XX% of ACA is what has the highest medical cost ratio. They are taking action. Exiting unprofitable markets. I don't know if"
X Link 2025-11-04T05:24Z 13.4K followers, 45.5K engagements
"Now doing $CSU $CSU.TO $CNSWF buys per $XXX USD price drop. +25 shares today at $2388. Took a lot of heat in the comments a few weeks ago when I unloaded my highest cost lots after they rebounded from the initial plunge. Cult of Mark was calling me stupid. You're stupid if you think you know where the bottom is. No one knows. All I know is I'll only hold my lowest cost add whatever level that may be"
X Link 2025-11-07T02:19Z 13.4K followers, 6671 engagements
"Gotta love @Starbucks $SBUX policies to save money This is the parking lot at the location I stop at after surfing Sunday mornings. Its one of those walk-up windows + drive-thru. No inside. Per Grok to minimize maintenance and staffing burden they got rid of trash cans during Covid and never brought them back. Staff cant accept trash if you ask to hand it to them either. So what happens This Starbucks looks trashier than ever with litter always strewn about. This is beach-adjacent too what a lovely place to encourage littering"
X Link 2025-11-30T17:18Z 13.4K followers, 6762 engagements
"Something to consider re: $SNPS Not as sexy as the $380s a couple weeks ago but $410s is still salivating in my opinion. On an unrelated note it's a much safer way to play any potential $INTC return to glory"
X Link 2025-11-30T19:16Z 13.4K followers, 12.1K engagements
"@ConnorJBates_ Rather than highest quality homebuilders like $NVR $DHI $TOL $PHM I felt the building suppliers were the best risk/reward XX or so days ago. $BLDR was best for higher beta. $CSL and $HD for lower beta after Home Depot earnings at that $330s level (now $360)"
X Link 2025-12-03T21:58Z 13.4K followers, XXX engagements
"@fiscorainvest @qualtrim Even though Im in $400s in $MPWR I would add at around $640-690. A lot of people misunderstand this company"
X Link 2025-12-03T22:48Z 13.4K followers, XXX engagements
"New 1-hour long interview with $RKLB Peter Beck My favorite quote: You can go and look at any Rocket Lab spacecraft any Rocket Lab component any Rocket Lab rocket and they're almost so beautiful they're artistic and that's the way it should be. Whether it's a piece of code a piece of software a boardroom table whatever it is it needs to be beautiful. I think where a lot of space companies have gone wrong as they try and see how crappy they can build stuff and get away with it whereas we're the opposite of that. The Number X thing that must be always true first in space is it has to work."
X Link 2025-12-07T04:11Z 13.4K followers, 8247 engagements
"Does anyone follow $MGRC McGrath Rentcorp closely Because I only got one buy in during Covid 2020 low it's not one I follow closely and was really looking forward to it being acquired by $WSC WillScot Mobile Mini since I own a lot more of that stock and follow it closely. Since the deal fell through how does the future look for McGrath I don't care about this quarter or this year but rather looking at the next X years. I know WSC has been a disappointment but both it and MGRC pair well with $URI United Rentals"
X Link 2025-03-25T17:02Z 13.4K followers, XXX engagements
"I was asked about Alexandria Real Estate $ARE and here is why I am NOT interested in buying it despite being totally washed out. In one of my income-focused portfolios I was in it last decade and sold in $90s-$100s within the past year or two. You can see how with dividends reinvested (if taxes didn't exist) it kept pace with S&P XXX until X years ago. That is actually really great for a REIT. Though historically this has been a low yielding REIT. For most of last decade and much of this decade yield was X% and sometimes 2%. Bottomed at XXXX% in 2021 Here's why I'm NOT buying despite likely"
X Link 2025-06-05T13:05Z 13.4K followers, 10.9K engagements
"Great news for Alimentation Couche-Tard $ATD $ATD.TO $ANCTF shareholders. Also of interest to $CASY and $MUSA holders. They're finally pulling out of the hostile 7-11 takeover. As I have mentioned that was a dark cloud hanging and until that was resolved one way or another stock would be range bound. I only have my lowest cost XXX shares. Circle K food is kind of a joke compared to Casey's pizza right"
X Link 2025-07-17T02:42Z 13.4K followers, 3323 engagements
"Like $BRO and $AJG How about $BWIN Who here has caught onto the scam that @RonBaronAnalyst Baron Funds does Hey I actually like perusing their holdings for ideas so this is not a criticism of their stock picking. Rather I'm talking about how they will buy something and make it like a XXXX% position in say 2012. Then in 2018 or 2021 they build it up to X or 4%. Then Ron will say in interviews "oh yeah we've been in that name since 2012" I've decided to do this scam myself. Just in case $BWIN Baldwin Insurance becomes the next Brown & Brown $BRO or Arthur J. Gallagher $AJG in XX years I'm"
X Link 2025-08-07T19:19Z 13.4K followers, 2739 engagements
"I often enjoy the small wins more than the big ones. MarketAxess $MKTX vs. Tradeweb $TW today is that win. On Tues I listed all the tickers I had just spent $250k on (by end of day it was more). $MKTX was among them. This has been one of the most disappointing financials coming out of Covid and has required constant cycling of shares on way down as to not lose money. Sold my $XXX lot today once green now only holding these $XXX from Tues. Meanwhile look at $TW chart today. Opposite direction. Hey I own both so I am allowed to trash Tradeweb"
X Link 2025-09-05T15:50Z 13.4K followers, 2774 engagements
"Reminder: Only Hermes $RMS $RMS.PA $HESAY $HESAF is the reliable fashion investment long term. $LVMHF $LVMUY $MC $MC.PA too but less so. Deckers $DECK is disaster as is all mass market apparel. Still bought it with open order to sell my high cost $XX shares"
X Link 2025-10-24T15:38Z 13.4K followers, 3564 engagements
"@trader_sahib No I need $CAVA at $54+ or I am fucked"
X Link 2025-11-25T16:18Z 13.4K followers, XXX engagements
"Linde $LIN vs. Air Products and Chemicals $APD stock. You can search my feed for either ticker to see prior comments. Long time $APD holder and even though $LIN has been better at execution past decade or so valuation made it unappealing to me. That is changing. I am now buying Linde"
X Link 2025-11-25T17:00Z 13.4K followers, 3966 engagements
"I like writing posts which piss people off so here it goes. Mastercard $MA stock is not yet a buy. Seeing a lot of quality guys buying this but I will not. yet. Last reasonable buy level was July last year in the $430s which I did buy in my itty-bitty retirement account. However for real buying we have to go back to Sep 2022 for great valuation. The attached GuruFocus value @gurufocus @GurufocusC actually captures this perfectly. If you look at where I bought in 2022 their chart had it at around XX% below their fair value which I think was accurate. Today we are at 11-12% also matches my"
X Link 2025-12-01T20:15Z 13.4K followers, 28.5K engagements
"Forgot to post my $AMZN ultra bull thesis. Black Friday Cyber Monday Nope. This was Prime Day and just one day of those deliveries"
X Link 2025-12-02T15:28Z 13.4K followers, 7438 engagements
"What the hell happened with Marvell $MRVL earnings When I started my workout it was down to the mid $80s. Now I see it's north of $XXX. This "mini Broadcom" $AVGO story has been among the biggest disappointments in my chip portfolio the past 1-2 years. I started buying in the $70s down to the very low point on April 4th then sold higher cost on recovery. Remember Marvell = Amazon $AMZN While they don't directly manufacture the Trainium X chip they do provide custom silicon design connectivity infrastructure (like high-speed interconnects) and packaging for it. Amazon is building data centers"
X Link 2025-12-02T23:59Z 13.4K followers, 8088 engagements
"@cmo040958 Seems like $LIN turn for what $APD went through couple years ago. European weakness hurts Linde a lot more"
X Link 2025-12-05T16:16Z 13.4K followers, XXX engagements
"I think the Netflix $NFLX attempted acquisition of Warner Bros. Discovery $WBD will be looked back upon as a big blunder or best case mediocre move. The #1 thing which made their astonishing growth in the 2010s possible was lack of legacy ball and chain. From Covid onward investors were all excited about Netflix knockoffs from $DIS $PARA $T (then $WBD spinoff). They never truly succeeded and I don't think anyone in the industry is the least bit surprised. Not that media is still centered on LA but when it was everyone here knew the shit show involved with all of old media. So much baggage. As"
X Link 2025-12-05T19:36Z 13.4K followers, 11.2K engagements
"Down X% since Friday is still not enough of a discount for me to add on $NFLX. That said as a shareholder I was hoping for this but not optimistic since their BOD already accepted the $WBD offer. Hoping in that ultimately $PSKY gets $WBD. Let them pay up big for it and be burdened with that debt. Even if you want Netflix to buy Warner which I obviously don't keep in mind it will be an antitrust headline headache for the next XX months"
X Link 2025-12-08T15:40Z 13.4K followers, 1483 engagements
"As far as what level to potentially add on $NFLX stock this is how I look at it: Scenario 1: Deal remains as-is. I would want forward EV/revenue of 7.7x. Right now it's XXXX forward. That would be around low to mid $80s. Once again Gurufocus is right around the price I'd like to see to begin adding @gurufocus @GurufocusC . Scenario 2: Netflix raises bid to thwart $PSKY new offer. I would want even lower price to add but that level is unknown without knowing new offer and therefore new debt. Scenario 3: Paramount Skydance new offer wins. In my opinion this would be ideal. New closest"
X Link 2025-12-08T18:58Z 13.4K followers, 10.9K engagements
"@dexapiko Buying"
X Link 2025-12-09T01:46Z 13.4K followers, XXX engagements
"From the Constellation Software carnage so far it looks like we should have all just bought Lumine Group $LMN.V $LMGIF instead of more $CSU $CSU.TO $CNSWF. I've always been the least enthusiastic about this spin-off vs. Topicus $TOI.V $TOITF. In fact the only reason I added to it last month is because I was so annoyed with how tiny that spinoff value was. Added XXX to round it out to 1k. Didn't even get the bottom not even close yet $LMN.V still up 11-16% on those lots. If only $CSU would join. On a related note have bluntly said this in a couple replies yet it seems to be a topic too taboo"
X Link 2025-12-09T05:22Z 13.4K followers, 3678 engagements
"@InvestWiz07 I think probably almost anyone except $HOOD. I know they dont offer $ASML and many other popular foreign stocks even though they trade on domestic exchanges"
X Link 2025-12-10T01:14Z 13.4K followers, XXX engagements
"No one who bought Costco $COST stock last decade wants to hear this but it's the truth. You hear people romanticize the story of Nick Sleep (and his partner Qais Zakaria) who closed the Nomad Investment Partnership a decade ago telling investors to put their money in Costco $AMZN and $BRK.A $BRK.B. Everyone who bought then thinks they're a genius Actuality is they have just lucked out riding a golden streak of multiple expansion. Likewise for Walmart $WMT which is identical chart and has actually outperformed $COST during that same time. You can see exactly when I bought and admit XXX% that"
X Link 2025-12-10T18:24Z 13.4K followers, 6914 engagements
"Update: with $SNPS earnings taking it north of $XXX it is now a hold for me. So that was the last buy worthy chip stock since April (for me)"
X Link 2025-12-10T21:20Z 13.4K followers, 6219 engagements
"Like I said $VEEV probably best for traders rather than investors"
X Link 2025-12-11T01:22Z 13.4K followers, 5364 engagements
"I'm not saying I invest for dividends. I'm also not saying I dislike $XOM + $CVX payday every quarter. $34280 annually from these X stocks alone. and it only goes up every year. The beauty of buying Exxon Mobil for as low as $XX and Chevron for $XX during negative oil price in 2020"
X Link 2025-12-11T04:09Z 13.4K followers, 7013 engagements
"This was just one day of my $AMZN Amazon Black Friday and Cyber Monday deliveries. Yet you are still bearish on what may be the best risk/reward in big tech right now"
X Link 2025-12-11T16:48Z 13.4K followers, 1261 engagements
"For fans of $HEI $HEIA $TDG $LOAR you may have missed this years IPO of Karman $KRMN. $RKLB space fans should also take note. Karman Holdings HEICO and TransDigm all aerospace and defense firms specialize in critical components. HEICO and TransDigm dominate aftermarket salesHEICO with cost-effective PMA parts TransDigm with high-margin proprietary productsvia acquisitions. Karman focuses on defense and space projects like hypersonics and missiles with less emphasis on broad aftermarket commercial. All X leverage specialized engineering to produce high-value aerospace and defense components"
X Link 2025-03-19T15:20Z 13.4K followers, 1734 engagements
"If I were to trade a name Veeva Systems $VEEV would be at top of list. +19% today on earnings. But if you've owned for years this means nothing to you. Why Because ever since 2022 tech wreck $VEEV oscillates between $XXX to low $200s like clockwork. Today at $XXX it FINALLY broke out of the funk taking out the Aug X 2022 high of $XXX. Though still below the low $300s of 2020 and 2021. I'll just continue to wait in disappointment at the 5x roundtrips it has done from $XXX to $XXX since I've owned it. In case you don't know $VEEV announced their breakup with Salesforce $CRM in Dec 2022."
X Link 2025-05-29T20:34Z 13.4K followers, 8770 engagements
"Is LandBridge $LB the next Texas Pacific Land Corp $TPL First let me tell you a story about TPL going back 25ish years ago. As I mentioned this morning Taser (now $AXON) was the ultimate battleground stock back then on Yahoo Finance and $MSFT MoneyCentral (now MSN) forums. Maybe not the ultimate but a frequent deep value stock discussed back then was Texas Pacific Land Trust (the C-corp conversion is very recent). Back then market cap was around $200M (today it's $25B). When you bought into $TPL you were paying around $XXX per acre from what I remember. The investment thesis back then was"
X Link 2025-06-24T22:16Z 13.4K followers, 6324 engagements
"Revisiting DOGE govt contractor casualties. Unloaded my XXX highest cost Booz Allen Hamilton $BAH today after going green leaving me with these. Best of bunch for permanent hold remains $CACI and I didn't even get the bottom on that one. Love me some CACI. A little $SAIC sprinkled in there simply because I love David Grusch's UAP insinuations for them and their deep history of decades of black budget projects. Right @tomdelonge $LMT related here but this post is about the more consultant-oriented contractors. I do take back what I said about not ever investing in an airline. I actually DO own"
X Link 2025-07-02T20:20Z 13.4K followers, 5892 engagements
"Unpopular opinion: If you're bullish China might be safer to long $CROX here over $PDD $BABA $TCEHY This may convince you of that in X mins:"
X Link 2025-08-23T18:13Z 13.4K followers, 12.5K engagements
"Had to walk dog last XX mins 'til close so I missed this IDEX $IEX drop to $XXXXXX. Which coincidentally is my exact cost basis. I would have added XX at that price. Not as high quality as Ametek $AME (Buffett fav) and Parker-Hannifin $PH two other industrial consolidators but $IEX is definitely high quality. If $AME and $PH are 10s then I'd say $IEX is a solid X. Normally beats S&P by a couple hundred basis points but recent underperformance has brought it in-line. If you think the thesis isn't broken then outperformance could happen next X years"
X Link 2025-09-17T23:15Z 13.4K followers, 4915 engagements
"I've said it before and I'll say it again. From risk/reward starting here I like Roper Technologies $ROP over Constellation Software $CSU $CSU.TO $CNSWF. Remember I do have XX new CSU shares from the Mark Leonard selloff (first buy since 2022) so I'm not hating it. Thing is all the compounder/quality bros fail to realize or accept Constellation has always been about ROI per deal not deal quality. Sure they are highly diversified but a lot of it is low quality software. They only paid a very low single-digit multiple on it so they were OK with that. I'm not OK with that in the age of AI where"
X Link 2025-10-09T05:18Z 13.4K followers, 9650 engagements
"Arch Capital $ACGL earnings dip after already selling off with sector. So I finally added some almost X years later. Most buying going towards $PGR instead. $ACGL did a $X special dividend last November which made more sense than a regular dividend for them"
X Link 2025-10-28T14:54Z 13.4K followers, 4452 engagements
"Linde $LIN why or why not Forward PE = XX Already have $APD Linde has already reported. Air Products has not"
X Link 2025-11-03T16:39Z 13.4K followers, 4249 engagements
"Finally sold the last of my Ferrari $RACE highest cost lots today after going green. Only keeping these XXX at $XXXXXX. Intraday low during plunge was $XXXXXX and pissed I missed by $XXXX. I was buying in real time and after it bounced that low I put in an order in mid $372s but it never filled stock was off to races. As I've said many times $RACE is only a pseudo-lux business comparable to $LVMHF $LVMUY $MC.PA $MC. Ferrari customers are a mix of truly rich and truly posers. A lot of sales guys surgeons traders and similar who have a couple good years only to be broke during next recession."
X Link 2025-11-10T20:24Z 13.4K followers, 35.9K engagements
"After this mild neocloud dip here's a snapshot of the top XX largest by market cap based on current prices: X. CoreWeave $CRWV $52.3B X. Nebius $NBIS $27.6B X. IREN $IREN $17.1B X. Applied Digital $APLD $8.8B X. Cipher Mining $CIFR $7.8B X. Riot Platforms $RIOT $6.4B X. TeraWulf $WULF $5.9B X. Hut X $HUT $5.1B X. CleanSpark $CLSK $4.5B XX. Bitfarms $BITF $2.0B The smaller you go the more you've seen people on here chase buying often times without hardly knowing anything about them. Or doing so purely on TA. Be careful"
X Link 2025-11-11T19:31Z 13.4K followers, 76.5K engagements
"@cmo040958 I own both. Just saying only buying $LOAR here. Yes I agree. We should have @griffonomics do a NotebookLM comparing and contrasting the two. Also where the hell is my Firefly Aerospace NotebookLM Once you make it feel free to post it on my write-up on them today"
X Link 2025-11-13T23:58Z 13.4K followers, XXX engagements
"Not saying $APP 2025 = $TTD 2021 as net margins quite different but just as ad landscapes changed for The Trade Desk same could happen for AppLovin next X and in fact probably will. If so will they be able to sustain the 40%+ net and XX% gross which at least currently makes their 1-2 year forward earnings multiples reasonable. If not look out below. For comp $TTD has similar gross margin but less than half operating and net. Not saying theyre same type of biz. What Im saying is that ad landscape changes rapidly. Not the simple times of past where its static"
X Link 2025-11-20T00:32Z 13.4K followers, 3034 engagements
"Its OK to buy a stock you hate so long as you hate it for the right reasons. Take Brown & Brown $BRO and Progressive $PGR. You hate your ever escalating insurance premiums but have no choice to pay them. So you buy these stocks you hate. This does not carryover to Sprouts Farmers Market $SFM stock. Here is reason #42 why I remain uninterested. I hate this grocery store and unlike insurance can choose not to patronize it. However I found myself at the store picking up something for a friendsgiving tonight. Only reason I went back was a return; rotten bagged broccoli I bought couple days ago"
X Link 2025-11-23T23:40Z 13.4K followers, 11.1K engagements
"@griffonomics @StockSavvyShay Do one on $TYL"
X Link 2025-11-24T20:24Z 13.4K followers, XXX engagements
"@EverydayCap @bizalmanac Same here would like to see this $TYL talk"
X Link 2025-11-25T06:48Z 13.4K followers, XX engagements
"@griffonomics @StockSavvyShay After listening what was your take on $TYL latest developments I have owned for years but only now am considering buying more"
X Link 2025-11-25T16:56Z 13.4K followers, XXX engagements
"Looking for a good time to add on Zscaler $ZS. Almost did in early April in $170s but added on $CRWD instead. Is this earnings dip enough today I remember all the bag holders from 2021 and how long that recovery took. I'm going to need lower I think to add more. See EV/revenue chart from GuruFocus. The returns from $XX IPO in 2018 are fantastic but look at chart of past X years. Horrendous return if you bought November 2020"
X Link 2025-11-26T15:40Z 13.4K followers, 6705 engagements
"Among SaaS losers today we have $INTU $CRM $WDAY. The only one I like for an add here is the non-pure B2B stock; Intuit. I actually hate Salesforce even though I own it albeit at a much lower price. I really hate Workday and don't want it at any price. None of these have news today and in fact $INTU earnings were last Thursday and they were great. Stock hovered in $640-670s for the X days after. Weakness appears to be institutional selling. Here at $XXX I now have some lots from this year underwater ($640s) so I am adding a bit to swap them later. Charts from GuruFocus. Forward PE of XX is"
X Link 2025-11-26T18:46Z 13.4K followers, 5023 engagements
"What are you most thankful for in 2025 related to your investments For me it was UnitedHealth. By no means was it among my biggest winners. Rather I'm talking about the gut-wrenching feeling of being in the hole around a million on $UNH $ELV and $CNC this summer then turning it all around. It's easy to pile onto a dumpster fire and be a bear but how many of those people actually knew and followed the space outside of 2025 let alone invested in it As documented heavily before the plunge I have been in these stocks for years. What happened with $UNH was unprecedented. Not only was the 50%"
X Link 2025-11-27T15:47Z 13.4K followers, 23.6K engagements
"This is what I own. However I havent bought any chip stocks since April. The one exception is Synopsys $SNPS which for me is a BUY right now. Possibly a STRONG BUY. Yeah I know the Ansys deal closed blame Quartr for that. I highlighted it anyway. Air Products $APD and Linde $LIN attractive here. Even though they are XXX% essential for semiconductor manufacturing I wouldnt buy or own them on that premise alone. Also a stretch to include $PH $TMO and $A which I own but wont add to any here. One pattern you should pick up; I generally hate foundries but love who sells to them"
X Link 2025-11-28T05:11Z 13.4K followers, 10.6K engagements
"I sold XXX shares of $DLO DLocal. My highest cost lots ranging from $12s up to $XXXXX. Why Because as I told you on Nov 20th I increased my MercadoLibre $MELI during the dip to the $1900s. Actually $1800s for a second as you can see. Simply put I believe risk/reward for $MELI at these levels is much more favorable. Foreign stocks are risky enough so I focus on downside first and upside last"
X Link 2025-11-28T22:11Z 13.4K followers, 8194 engagements
"I think Warren Buffett's investment advice is among the worst. Before you dispute see the attached screenshot of my order of The Intelligent Investor from over XX years ago. I actually read that late was an adamant value disciple much earlier and unfortunately much later too. I see these youngins parrot his folksy quotes. They display stylized visages of him like he's Che Guevara albeit for utopian investing. Then I dig a little deeper and see they've been investing just a few years. Some Covid-era some perhaps X years but none 25+ like me. They have NO IDEA how destructive this advice was if"
X Link 2025-11-29T20:29Z 13.4K followers, 64K engagements
"Fascinating. Yeah and the $SNPS + $ANSS (which I also owned prior to sale) from what I'm understanding they believe what comes next will be more need on 3D multi-layered chip design to pack in more transistors. I get why people like $CDNS because of analog growth but last time it was value-priced was April (and I bought more then). Just seems like around this $380-410 level $SNPS is the best deal and it's not really close. I also own $TXN your husband chose which is nice to hear because at least someone likes it. I certainly don't lately but I know over next XX years will be fine"
X Link 2025-11-30T19:13Z 13.4K followers, XXX engagements
"Nope. When you sub out $BRK.A $BRK.B permanent holdings $KO and $AXP which understandably cannot be sold due to tax hit as well as other 20+ year position like $MCO public equity portfolio is about $180B today. Buffett has had no problem owning 10%+ of a company's stock - e.g. XX% in $OXY. $GOOG $GOOGL at lows of 2022 was still $1.14T market cap. Berkshire buying XX% then would easily soak up about 1/2 of their portfolio ex-AXP KO MCO in 2022. Note that was a different amount back then. Also in my original post I said this: "their investments have been subpar." I didn't say stocks. I said"
X Link 2025-11-30T22:48Z 13.4K followers, 12.1K engagements
"After today's move I'm guessing my $ODFL fun for the year is probably over. There's always next year"
X Link 2025-12-01T16:11Z 13.4K followers, 6153 engagements
"@griffonomics Time for a $BE episode. I know @ChrisCamillo is big on it. I personally have had some concerns regarding $BN partnership making demand growth appear greater than actual. Some accounting concerns. However I want to open minded"
X Link 2025-12-01T17:22Z 13.4K followers, XXX engagements
"Didn't have time to post it Friday because right after my final buy which was last minute of trading I started my workout. Bought 8000 shares of Copart $CPRT As you know I previously was doing +100 shares on any red day for the stock but decided to break that rule. $RBA trolls can comment but I probably won't answer them"
X Link 2025-12-01T18:44Z 13.4K followers, 6161 engagements
"Paymentus Holdings $PAY stock is one I haven't looked at in a long time - probably since they went public in 2021. Was reminded of them just now while paying my power bill as they are the processor. Anyone follow Or is X only obsessed with $FISV $FOUR $GPN I know they don't care about $JKHY because I think only me and @bobspaysubstack talk about that stock. The catch-22 of electricity in SoCal: AC is too expensive to use even with XX owned solar panels. Now with winter upon us power bill is same as my summer bill w/o AC usage because there's less PV generation. Basically we just can't afford"
X Link 2025-12-02T20:05Z 13.4K followers, 3912 engagements
"I did unload the last of my Deckers $DECK highest cost lots yesterday after they went green. Also unloaded the LEAPS I bought when stock was $XX for a few thousand bonus bucks. I hear some people buying $ELF for tariff reversal rebound but that would not be a company Id want to keep. As much as I messed up buying $DECK $NKE etc. early they are safer long term holds in my opinion than non-shoe. Like Ive said very few athletic shoe manufacturers and unlike other apparel must replace regularly. If tariffs get reversed Ill ride the bump with names like this and many others"
X Link 2025-12-04T17:44Z 13.4K followers, 4080 engagements
"$MSCI back on buying radar. As discussed this never really got cheap this year like $MCO $SPGI and similar did in April for a day or two. Last good time to buy was during ESG backlash in April 2024. If we go down a bit more I will likely add XX more but not in the $530s"
X Link 2025-12-05T17:19Z 13.4K followers, 5770 engagements
"I'm eliminating a position: Parsons $PSN Prior to Friday's open share price around $XX higher. Biggest one-day drop ever for the stock. NOT earnings related. So why am I selling on extreme weakness This was one of the DOGE names I picked up. I focused only on the highest quality Parsons being one. All was going well as it was up 30%+ and then the news came they lost the multi-billion dollar contract to overhaul US air traffic control to Peraton. PE-backed by Veritas Capital. This is actually quite significant as $PSN was highly favored to win and for a now $9B market cap this is a lot of"
X Link 2025-12-06T14:14Z 13.4K followers, 4574 engagements
"$RKLB Did I ever tell you the hippopotamus is my favorite animal"
X Link 2025-12-08T21:38Z 13.4K followers, 5990 engagements
"@QualityInvest5 Youre not going to want to hear this but $NOW over $ADBE"
X Link 2025-12-09T01:52Z 13.4K followers, 3509 engagements
"If you are a $BMNR bagholder dont worry at least you have a dividend coming"
X Link 2025-12-09T15:49Z 13.4K followers, 8502 engagements
"Ferrari $RACE is at $XXX as I type this. This means we are almost back to the 1.5+ year low of $XXX (mine are $373). Exactly why I sell my highest cost lots of a given buying period after they've gone green. You can see below I sold my $XXX shares after they rebounded. This greatly reduces risk of bagholding. No one knows the bottom in a stock. Anyone telling you they do is delusional or lying. Some people confuse this as meaning I only keep the lowest price in dollars which is not the case. I say lowest cost of a buying period. I'm not going to compare 2025 price with say 2020. Rather if I'm"
X Link 2025-12-09T19:07Z 13.4K followers, 14.7K engagements
"Current decline is probably more related to tax loss selling rather than the downgrade but that exasperated it this week. Biggest risk with $RACE moving forward is demand as I discuss in my quoted post. On the mass market you see this with antique and muscle cars. No one younger wants them. As I discuss Ferrari has much less appeal to younger generations. Some brands selling cultural pedigree like Hermes have young demographic appeal in China. However neither the old or young there have affinity for Ferrari. So they're primarily left with boomers in Western countries which are a fading"
X Link 2025-12-09T19:29Z 13.4K followers, XXX engagements
"@RenoHemonc Good comparison. I almost bought $HOG last decade and didn't for that exact reason. I thought about Harley riders I knew as a kid and how they were dying off. Then I tried to think of anyone my age or older like gen X who ride them vs. another brand and could not name one"
X Link 2025-12-10T15:31Z 13.4K followers, XXX engagements
"Back to buying Waste Connections $WCN today. Is it at the very lows of $XXX from a month ago No but close enough. Hope to do same on Republic Services $RSG if it hits $202-204. As far as Waste Management $WM fairly confident my bottom catch of $XXX we won't see a price close enough to that through end of year for buying more. GFL Environmental $GFL never really got reasonable in Oct/Nov so I never added more. You already know I like Casella Waste $CWST the best but it is a small cap so more volatile. Best earnings among peers no doubt. Also the best price recovery now in terms of % off low"
X Link 2025-12-10T15:58Z 13.4K followers, 3902 engagements
"Where are you located Urban or rural Thing with $RSG and all of these their focus is entire muni contracts and commercial. One-off pickups for residential havent been too profitable. More profitable to get entire. In many cities you cant pick and choose. Whoever wins contract gets whole city. They are intentionally pricing high for one-off resi pickups and this is good for shareholders to lose that business"
X Link 2025-12-10T17:05Z 13.4K followers, XXX engagements
"Guess what no one knows where the hell Bitcoin $BTC is going. The fact that people get paid high six-figures and beyond to put out nonsense price targets like this Sign me up"
X Link 2025-12-10T20:35Z 13.4K followers, 2107 engagements
"I have never said Firefly Aerospace is the next Rocket Lab $RKLB. You can go through my posts on $FLY stock from pre IPO through present. You can see I hated it at $XX IPO price really hated it at $XX. For specific reasons - see those posts. Then I told you I flipped to liking risk/reward after earnings about a month ago. It hit the appropriate enterprise value I discussed before IPO and new CEO who has been on the job about a year I liked what I was seeing especially their JV with Northrop Grumman $NOC. The stock was $XX pre earnings and popped to $XX in the following days. Then it got"
X Link 2025-12-11T18:49Z 13.4K followers, 6637 engagements