[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Andrew Coye [@andrewcoye](/creator/twitter/andrewcoye) on x 2188 followers Created: 2025-04-25 05:25:00 UTC Milestone: 2,000! Thank you for following! I hope you've been informed and entertained. I greatly appreciate the feedback and insights I've gotten from you all! I hope the two-way dialogue continues and grows. Thought this was a good opportunity to explain what's going on here: In one sentence: I am a "value" investing student learning and sharing thoughts on interesting developments and trends at companies in my circle of competence. Main topics you can expect to see discussed: 1) Large Banks and Insurance Return on equity, deposit costs, scale, combined ratios, yields, etc. $JPM, $WFC, $BRK.B, $CB, $WRB, $BX 2) Medium sized "value stocks" Relatively low Price / FCF with good capital allocation) across sectors $AER, $GTX, $SIRI 3) Technology / AI-focused OpenAI ChatGPT, $GOOG, $META, $AMZN, $TSM, $NVDA, Samsung, $MU, etc. 4) Growth, Speculation, Deep Value and Other $DECK - HOKA trail runner $XOM, $FANG, $VNOM, $HKHC Learning from mistakes in real time. See '23 - '24 $QVGCA / $QRTEA posts. And all things Berkshire Hathaway $BRK.B related. Investment philosophy: "Price is what you pay, value is what you get." "Money ain't everything, not having it is." Enjoying the journey! XXXXX engagements  **Related Topics** [investment](/topic/investment) [Post Link](https://x.com/andrewcoye/status/1915638149448970660)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Andrew Coye @andrewcoye on x 2188 followers
Created: 2025-04-25 05:25:00 UTC
Milestone: 2,000! Thank you for following!
I hope you've been informed and entertained. I greatly appreciate the feedback and insights I've gotten from you all! I hope the two-way dialogue continues and grows.
Thought this was a good opportunity to explain what's going on here:
In one sentence: I am a "value" investing student learning and sharing thoughts on interesting developments and trends at companies in my circle of competence.
Main topics you can expect to see discussed:
Large Banks and Insurance Return on equity, deposit costs, scale, combined ratios, yields, etc. $JPM, $WFC, $BRK.B, $CB, $WRB, $BX
Medium sized "value stocks" Relatively low Price / FCF with good capital allocation) across sectors $AER, $GTX, $SIRI
Technology / AI-focused OpenAI ChatGPT, $GOOG, $META, $AMZN, $TSM, $NVDA, Samsung, $MU, etc.
Growth, Speculation, Deep Value and Other $DECK - HOKA trail runner $XOM, $FANG, $VNOM, $HKHC Learning from mistakes in real time. See '23 - '24 $QVGCA / $QRTEA posts. And all things Berkshire Hathaway $BRK.B related.
Investment philosophy: "Price is what you pay, value is what you get." "Money ain't everything, not having it is."
Enjoying the journey!
XXXXX engagements
Related Topics investment