Joined February 2017
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3,792 Photos and videos
Hitting for cycle then immediately getting picked off first base is what makes PCA, PCA
PETE CROW-ARMSTRONG FOR THE CYCLE!!!
JUST THE 13TH IN CUBS HISTORY
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Jun 13
We do hydration breaks in soccer now? Not judging … but this won’t help with many of the narratives around soccer.
(I’m judging)
🇺🇸🇺🇸🇺🇸
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Jun 12
If given the choice, I will not be attending Mars.
Cool day for SpaceX employees and investors. Capitalism at its finest.
Jun 12
🚨 BREAKING: Elon Musk speaks from Starbase as SpaceX goes public, with the largest IPO EVER
"If people had told me this was going to happen [years ago], I would be like, man, you must be smoking some REALLY good crack because I think this company is going to fail!" 🤣
"I gave SpaceX less than a 10% chance of succeeding at all, to be clear. In fact, I told people this: I said, 'look, we're probably going to fail, but, you know, we should give it a try because if we don't, if if there's not a new company that enters space, we will never be a truly spacefaring civilization.'" đź’Ż
@elonmusk $SPCX
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Jun 12
“Senator, we sell ads.”
Via WSJ: 98% of Meta’s revenue came from advertising last year — a measure of how little progress it has made in growing beyond its core business in the more than two decades since its founding.
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Jun 11
That’s the sound of glass breaking on the Uber bull thesis that they’ll be the platform for all autonomous vehicles.
Waymo first national ad campaign starts tomorrow night — airs during USA World Cup game.
wsj.com/cmo-today/waymo-read…
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Jun 11
Just looked. Seeing now $UBER at 52-week lows. Surprised me — being priced in already, I guess.
Lot of people bulled up on here about them and the Dara interview is constantly on my timeline.
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Jun 11
Chart crime. Not including market cap they went public at is criminal behavior on the Twitter streets.
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Jun 10
Or maybe the market rotates to other industries/sectors and new leadership emerges … something bull markets are known for.
“It’s a bull market, ya know.”
- Old Turkey
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Jun 10
My mid-year outlook:
Casey’s might be the largest company in the S&P 500 by year end. $CASY
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Jun 10
Disclaimer: I like diversification.
With that said, the blood red diversification crowd that complains about US market concentration going to hate this fact:
EM earnings growth mostly comes from 3 companies:
1) Taiwan Semi
2) Samsung
3) SK Hynix
"After years of disappointing profit growth (see 2015-2025), analysts have sharply increased their forecasts for 2026, with expected earnings for the MSCI Emerging Markets Index climbing nearly 50% to record highs."
@charliebilello
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Nobody owns Casey’s for the dividend (yields nothing) but growth of it speaks to the tremendous execution.
Another great quarter at $CASY:
- Inside sales 5.5%
- Inside margin = 42.4% ( 120bps)
- 10.5 million rewards members
- 40 new stores y/y (2,900 now)
- Added to S&P 500
Casey's $CASY increased quarterly dividends by 14% to $0.65/share
This will be the 27th consecutive annual dividend increase for this dividend champion
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Starbucks Rewards has 35.5 million members across roughly 16k US stores.
Casey’s has 10.5 million across 2.9k stores.
Not bad! $CASY
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Good conversation on semiconductors — and everything going on in the market on @realsteveeisman podcast.
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Happy Casey’s earnings eve to all who celebrate!
Larry Fink does cereal with blueberries on nights before BlackRock’s earnings call.
I do a large Casey’s cheese-and-sausage with a 6-pack of Busch Light. #Alpha
Jun 8
Why would you trade $APPL releasing a phone(!) with Siri(!) on live TV when Casey's General Stores is set to report tomorrow afternoon?
$CASY
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Piece of advice if you're in a hurry to buy the @SpaceX IPO?
Slow down. You'll probably get a chance at lower prices.
Among the 25 largest IPOs since 2010, the average max drawdown in year one has been 60%.
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