Software engineer turned CPA, turned Harvard MBA, turned value investor, turned to making money in markets in whatever way that WORKS. ๐Ÿ‡ฎ๐Ÿ‡ฑ๐Ÿ‡บ๐Ÿ‡ธ

Joined January 2020
52 Photos and videos
Money4Nothing ๐Ÿ‡ฎ๐Ÿ‡ฑ๐Ÿ‡บ๐Ÿ‡ธ retweeted
If The Big Short was made in 2026
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Money4Nothing ๐Ÿ‡ฎ๐Ÿ‡ฑ๐Ÿ‡บ๐Ÿ‡ธ retweeted
More insider buying at $LODE. I am sensing a pattern here. As they say, there are lots of reasons why insiders sell, but only one for why they buy.
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$LODE I just watched the annual meeting recording and I have to say Iโ€™m pretty bullish! Some upcoming catalysts are the Mining asset sale expected in Q3, and most importantly we would probably soon (a month or so) receive updates on [1/3] youtu.be/HtOhl6Awmsg?si=WJ8wโ€ฆ
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$LODE the metals facility being completed and starting to work continuously. Eventually (my guess is within a year but could be sooner) we should sell SSOF and receive $200M (maybe more). If they manage it correctly (with the new board members I have much more confidence) [2/3]
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$LODE I donโ€™t think they need to dilute again, EVER. They will get $50M from mining soon, and then the SSOF sale. Just a single plant earning $50M/y at a 20x is worth $1B - I think the stock doubles or triples within a year. [3/3]
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Money4Nothing ๐Ÿ‡ฎ๐Ÿ‡ฑ๐Ÿ‡บ๐Ÿ‡ธ retweeted
Israel leads the world in innovation. Israel leads the world in medicine. Israel leads the world in cancer research. But there are some things that Israel is REALLY bad at. Letโ€™s check out some of those things. So, Israel sucks atโ€ฆ
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Money4Nothing ๐Ÿ‡ฎ๐Ÿ‡ฑ๐Ÿ‡บ๐Ÿ‡ธ retweeted
Pump fakes used to be used for space creation man. This Kobe vs SGA comp perfectly sums it up!

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Money4Nothing ๐Ÿ‡ฎ๐Ÿ‡ฑ๐Ÿ‡บ๐Ÿ‡ธ retweeted
$LQDA COO Michael Kaseta just said at HCW investor conference that Yutrepia will hit peak sales of $3-4-5B by the time L606 enters the market in 2030. L606 study to complete in 2029. The key to success is relationships with doctors and patients and you do that with data from studies like open-label. Once again sounded pretty confident in a 327 win.
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Money4Nothing ๐Ÿ‡ฎ๐Ÿ‡ฑ๐Ÿ‡บ๐Ÿ‡ธ retweeted
The superiority benefits of $LQDA Yutrepia on full display with this patient.
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Money4Nothing ๐Ÿ‡ฎ๐Ÿ‡ฑ๐Ÿ‡บ๐Ÿ‡ธ retweeted
$LODE MORE insider buying! Director buys $1.4m of $LODE Recap: CEO, CFO and 2 Directors have collectively spent over $1.6m buying share in recent weeks
$LODE insider buying continues CEO $100k today a month ago: director bought $84k & CFO bought $11k
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Money4Nothing ๐Ÿ‡ฎ๐Ÿ‡ฑ๐Ÿ‡บ๐Ÿ‡ธ retweeted
I cannot believe we have to do this. The New York Times, the paper of record, just published an op-ed accusing the State of Israel of systematic sexual violence against Palestinian detainees, including the claim that Israel is training dogs to rape prisoners. One of their sources is a man who left his job after multiple people, including minors, accused him of sending them threatening and sexual messages. The other is Euro-Med Human Rights Monitor, a group whose chairman was sanctioned by Israel as a Hamas operative and who publicly called the testimonies of Israeli women raped on October 7th โ€œfabricated lies.โ€ The Times is using the words of a man credibly accused of sexually harassing children, and an organization led by a man who denies the rape of Jewish women, to build a case that Israelis are sexual predators. This is the most serious accusation you can level at a country. It demands the most serious sourcing. The Times decided the opinion section was good enough. It is not good enough. And spare me the crocodile tears. The same people who spent two years calling the rape victims of October 7th liars, who told us โ€œbelieve womenโ€ had an asterisk when the women were Jewish, are about to share this op-ed with tears in their eyes. They never cared about sexual violence. They cared about who they could pin it on. I do not want to spend my day writing about this. But when the largest newspaper in the world launders this against my people, silence is complicity. @nytimes owes our community, and its readers, an apology.
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$LQDA Iโ€™ll bite. About 50% FCF, and at least a 20x multiple. Result would be $10B or $110 per share. But this is just the beginning - a $200 share price will be in the horizon soon.
Can someone tell me how much FCF a company with with 1b revenue would generate when gross margins are 90% ? What multiple should it trade at when it grew to 1B revenue in less than 2 years? What about if TAM is > 5B and it's clear #1 choice? $lqda
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$LQDA Next week my ass ๐Ÿ˜œ
Every single earnings call for $LQDA, they blow out numbers. The stock starts up pre market trades negative in the am as the massive short interest tries to manipulate and then ends up 25% within a week. Hard to imagine $LQDA not achieving blockbuster status ($1 bn.) within this calendar year. Believe that we will see a five handle by next week.
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Money4Nothing ๐Ÿ‡ฎ๐Ÿ‡ฑ๐Ÿ‡บ๐Ÿ‡ธ retweeted
You wanna know the difference between Israelis and โ€œPalestiniansโ€? Watch this and very listen carefully

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Money4Nothing ๐Ÿ‡ฎ๐Ÿ‡ฑ๐Ÿ‡บ๐Ÿ‡ธ retweeted
Posting again, please ๐™จ๐™๐™–๐™ง๐™š because it seems the phrase โ€œGenocideโ€ is still being redefined by people who donโ€™t have a clue. The ICJ did NOT find that there was a Genocide in Gaza, not even a โ€œPLAUSIBLEโ€ one like they keep saying Donโ€™t believe me? Hear it from the President of the ICJ
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Money4Nothing ๐Ÿ‡ฎ๐Ÿ‡ฑ๐Ÿ‡บ๐Ÿ‡ธ retweeted
It does make you wonder...
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Money4Nothing ๐Ÿ‡ฎ๐Ÿ‡ฑ๐Ÿ‡บ๐Ÿ‡ธ retweeted
$LQDA $UTHR the smoke and mirrors clown show continues at United Therapeutics. Martine is no longer "super pumped" like she was in the last call, but she did say UT is doing "frickin amazing" LOL Consummate professional ๐Ÿคก Interestingly - while on their last earnings call in early February - while they were making excuses about the Tyvaso shortfall then - they mentioned things had really picked up in February - and also said they would return to sequential growth in Q2. All this while saying the competitive product (Yuterpia) had seen it's market introductory spike and interest was now waning. Yeah. Right. Fast forward to this morning - it's the same story, only worse. While making excuses about Tyvaso's shortfall again - blaming severe weather (mildest US winter in years, btw) and seasonality (even though their last 3 Q1's have been significantly, sequentially higher) - they pointed to February being a tough month (but you said in the previous call that Feb was ramping??). Not only had things not ramped, they had what appears to be a Tyvaso inventory write-down (veiled in some jargonized mumbo jumbo) to the tune of $26.8M. Yikes Additionally, they are now saying we expect a return to sequential growth "in the near term" - no longer Q2. So I wouldnt expect that revenue bar chart they always show to turn up any time soon. Bottom line - Yutrepia is most assuredly kicking Tyvaso's ass - and that trend is not going to stop. Cannot wait for RJ & co. to spell it all out next Monday. Long and extremely strong $LQDA
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Money4Nothing ๐Ÿ‡ฎ๐Ÿ‡ฑ๐Ÿ‡บ๐Ÿ‡ธ retweeted
I CANT BREATHE!!!! HAHAHAHA THIS IS SO ACCURATE!!!

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Money4Nothing ๐Ÿ‡ฎ๐Ÿ‡ฑ๐Ÿ‡บ๐Ÿ‡ธ retweeted
Poor Theo Von thinks that the satanic people of the Jewish State of Israel are coming to the United States & are gonna kidnapped him or worse from the Comedy Store & take over the United States or worse. The Business of Jew Hate is BOOMING
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Money4Nothing ๐Ÿ‡ฎ๐Ÿ‡ฑ๐Ÿ‡บ๐Ÿ‡ธ retweeted
$LODE first a little primer: SSOF of which we own now ~37% on our way to 50% consists of 2500 contiguous acres, flat with senior water rights. The land sits along Highway 50 literally across from $MSFTโ€™s 274 acres & importantly their Nighthawk substation.
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