
Cup of Coffee Capital
@cupofcoffeecap
Come for the actionable insights, stay for the self actualization.
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You often hear about how practically no one would have held onto $AMZN while it fell 90+ percent during the Dot Com crash but here's another take: How many would have puked their shares during the 30% 1-month drawdown right out the gate from its IPO?

I'm increasingly realizing that bar graphs aren't the best for observing percentage changes. For instance, in the below image, the small red bar is indicative of a 96% move down.

As impressive as the YoY increase in cannabis imports in Germany sounds , it's also worth paying attention to the decline in pricing per gram (almost 30%).

Now down 99% since this post on Jan 19...

The Official Melania Meme is live! You can buy $MELANIA now. melaniameme.com FUAfBo2jgks6gB4Z4LfZkqSZgzNucisEHqnNebaRxM1P

Fintwit’s Emotional Churn So What? Who Cares? How Does This Affect Me? open.substack.com/pub/cupofcoffe…

London getting the high tech listings they've been whining about Canned-Tuna Maker Princes Group Expects London IPO at End of October wsj.com/business/retai…
This is positive news for retail investors trying to get into $LOVFF. I imagine that the $50 cost every time someone wanted to buy shares was prohibitive to some. Well, that fee appears to be gone. cannara.ca/wp-content/upl…

Matt Levine’s summary of the AMD / OpenAI deal is hilarious

I'm not sure why $GLASF & $GRUSF aren't included in this, but here they are, both EBT positive for Q2.


Reminder of the 6 🇺🇸 operators in $MSOS who generated Earnings Before Tax in Q2 that would flip +EPS on Schedule 3 should they continue their +EBT ways (caveat being discrepancies in accrued tax and how varying UTPs end up treated): $GTBIF $TCNNF $VRNOF $CRLBF $TSNDF $CXXIF
When you push the button to invest in a stock, what you are really buying is the judgment of the people running it. And management is on the inside while shareholders are locked outside. Investors get earnings calls, annual reports, and interviews, all of which are backward…
Another oldie but goodie. "The evolutionary process of a trader should be to focus on mastering risk management. Then trade management — riding winners to their full potential. All the while building up a library of experience and useful context that will give them tools to…
The Difference Between Great Traders and Good Traders: The Art of Totis Porcis macro-ops.com/difference-gre…

She is wrong in some capacity. You could say much of the same as the below if you replaced the word weed with sugar or oxygen. The ease of interchangeability should indicate to us how much of a sweeping generalization and how nuance lacking these talking points are.
she is right in some capacity. weed is a gateway drug. have u ever met someone who casually does coke or molly but hasn't smoked weed before? the fact that weed is so readily available to anyone who wants it, absolutely is a problem. not to mention, i've met maybe 1 or 2 people…
This is the second oldie but goodie article I've seen referenced in the past couple of days.
4. Bonus: my boss @alphaarchitect got a shout out in this paper, and found similar conclusions in his "Even God Would Get Fired" article. Make sure to read that here: alphaarchitect.com/even-god-would…

Claimed Competitive Advantages Are Often Baseline Prerequisites. open.substack.com/pub/cupofcoffe…

Interesting insights about the London Stock Exchange. $LSEG $LNSTY
The London Stock Exchange is dying. We have dropped out of the top 20 IPO markets, falling behind Mexico. In 2006 London raised $51bn, this year it was $248m. A 99% decrease. Some thoughts on why this matters and how we change course 🧵

What kind of bs clickbait is this? Another low-rent post spinning a routine, with baseless rhetorical questions and vomit emojis to stir the pot. Pluralizing “insiders” is misleading to fuel FUD, while tagging unrelated tickers in lazy algorithm-gaming for clicks like fashion,…
$MSOS Wait what does this mean? $CURLF management is getting ready for insiders to sell their shares? (bad news?) 🤮 $CGC $TLRY $GTBIF $TCNNF $VRNOF newswire.ca/news-releases/…
This is a great piece of propaganda. To point out a couple of matters, they pivot from talking about hemp derived CBD (which is already federally legal) to then pivoting & broadening out, in a sneaky, seamless transition in a motte-and-baily style, to saving $64B if cannabis is…
New media post from Donald J. Trump
Got em good
No. Natural price compression has had by far the most effect on top line. Poor operations and overage on the bottom. Hemp wasn’t a thing when MSOs made patently insane predictions but it’s not a convenient excuse. It hurts certainly but it doesn’t explain most of what has been…
$MBC
*US TO IMPOSE 50% TARIFF ON KITCHEN CABINETS, BATHROOM VANITIES *TRUMP: 100% TARIFF ON BRANDED, PATENTED PHARMACEUTICAL PRODUCT
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