قد يعجبك
Earlier this year my kid brother, Rich, took his own life. Rich loved this country and devoted his adult life to its defense, first as a combat infantry officer in the Army, during which time he fought in Iraq, then as part of the US Intelligence Community, where he served in a…
I took a leap and told you to buy the 6th biggest business in the world Then I stuck my neck out and told you to buy the 4th biggest business in the world Well, I am here today to tell you to buy the 5th biggest business in the world
I called it with META, then Google, now I think Amazon is next. $AMZN is trading at its lowest P/OCF multiple since 2023 when it was trading at $90. AWS is on fire and Amazon will save billions in OPEX due to AI/Automation. Bookmark this and check back in 2 years.
Friends, my recent article on produced water players $wbi and $ses.to is in the link below. Also covers, $lb, $wcn, and $gfl.
$gwre Guidewire scales classic: scuttleblurb.com/scuttlebit-gwr… substack: scuttleblurb.substack.com/p/scuttlebit-g…
BREAKING: OpenAI to partner with OpenAI to help fund OpenAI. OpenAI up 90%.
SALESFORCE $CRM AND OPENAI JUST ANNOUNCED A PARTNERSHIP "This first of its kind partnership will let companies access Salesforce's Agentforce 360 platform in ChatGPT — querying sales records, reviewing customer conversations, or building Tableau visualizations, simply by typing…
No crying in the 50x leverage casino.
We just bumped up the max leverage from 20x to 50x on international perpetual futures. A bunch of traders asked for this update. Let us know what else we can add!
[scuttlebit] $wise is probably going to be fine ($) classic: scuttleblurb.com/scuttlebit-wis… substack: scuttleblurb.substack.com/p/scuttlebit-w…
Why would I buy a REIT at a 4% cap rate when I can make that in 20 minutes in the stock market.
Everyone should read this. If you align “hard” with a political party you have turned off your brain and outsourced your thinking to others. Data is clear on both sides of aisle. Think for oneself.
Warning: Political Ideology May Impair Your Ability to Reason “[I]f you’re not careful, ideology won’t just shape your opinions; it’ll hijack your ability to reason altogether.” [Link below.]
![SteveStuWill's tweet image. Warning: Political Ideology May Impair Your Ability to Reason
“[I]f you’re not careful, ideology won’t just shape your opinions; it’ll hijack your ability to reason altogether.”
[Link below.]](https://pbs.twimg.com/media/G2XEtsaaEAAdLCR.jpg)
Peter Lynch: "If you're lucky enough to be rewarded in life to the degree I have, there comes a point at which you have to decide whether to become a slave to your net worth by devoting the rest of your life to increasing it or to let what you've accumulated begin to serve you."
401k $9.8mil Checking $3000 Savings $296 Wife - Let's go on vacation? Me - Can't, we're broke. Few understand.
comments from @ZissouCapital "It's an expensive, discretionary service, but their sales force is an insane machine. I don't think they're really the "industry currency" they were once regarded as, but from calls I've done, MSFT, Amazon, etc. aren't cutting spend as vendor…
$it Is Gartner Doomed? ($) classic scuttleblurb.com/is-gartner-doo… substack scuttleblurb.substack.com/p/is-gartner-d…
comments from @ZissouCapital "It's an expensive, discretionary service, but their sales force is an insane machine. I don't think they're really the "industry currency" they were once regarded as, but from calls I've done, MSFT, Amazon, etc. aren't cutting spend as vendor…
$it Is Gartner Doomed? ($) classic scuttleblurb.com/is-gartner-doo… substack scuttleblurb.substack.com/p/is-gartner-d…
Never Sell episode 10 is out @scuttleblurb and I covered a bunch of topics but if you're looking for some vicarious learnings from my $LULU debacle, this may be of interest
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قد يعجبك
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Fred Liu
@HaydenCapital -
Mike
@NonGaap -
In Practise
@_inpractise -
Upslope Capital
@UpslopeCapital -
Sidecar Investor
@sidecarcap -
Greenhaven Road
@GreenhavenRoad -
Laughing Water Capital
@LaughingH20Cap -
WTCM
@WTCM3 -
John Huber
@JohnHuber72 -
brad slingerlend
@bradsling -
Andrew Walker
@AndrewRangeley -
Alex Morris (TSOH Investment Research)
@TSOH_Investing -
Implied Expectations
@LongHillRoadCap -
Steven Wood
@GWInvestors -
Liberty 💚🥃
@LibertyRPF
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