@JBierne profile picture
Vacation Capital @JBierne
Joined April 2016
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Still believe $ZM is a decent call option on Anthropic IPO at this valuation
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$META near monopoly at 17 PE 40% operating margins 20% revenue growth w/ AI optionality and this incentive structure 👇
 Q-Cap 
@qcapital2020
Jun 12
$META friendly reminder than the recent executive compensation structure changes are only reached if the stock price hits between $1,116 to $3,727 over the next 5 years
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seems good Threads hits 500M MAU in 3 yrs $META theverge.com/tech/950480/met…

Half a billion people are using Threads every month

Meta wants to make that 1 billion.

theverge.com
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$ADBE CEO & CFO !
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$META cheapest it has been in the last 3 years Keep Selling!
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Could Berkshire Markel happen under Greg Abel? Adding $MKL ’s 37B insurance float Trading at a historically cheap 1.2x book value Activist Investor JANA Partners As the ultimate "Baby Berkshire," Markel’s unique insurance Ventures model fits Abel’s playbook
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Manchester United $MANU at a $2.6B Market Cap ( $3.4B EV)
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cheap enough I'm in $MANU could be sold in next couple of years at double the current price #ManchesterUnited

ALT Manchester United Flag GIF

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reuters.com/sports/soccer/gl… $MANU 👀

Glazer family members studying Manchester United stake sale, Bloomberg News reports

Some Glazer family members have been debating whether to sell their stake in ​Manchester United FC after more than two decades of ‌ownership, Bloomberg News reported on Wednesday, citing people...

reuters.com
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$COF too low
Vacation Capital
@JBierne
May 1
$COF on the road to 20% net income margins & trades at 9 PE I don't think people understand the transformation ( global payments network) optionality you get at this price compounder
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Tech investor, Greg Abel, checking out $META at 18 PE $BRKB

ALT Birdman Ready GIF
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Vacation Capital retweeted
Vacation Capital
@JBierne
May 19
We are back to "Zuck is a loser" valuation ! $META
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We are back to "Zuck is a loser" valuation ! $META
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$META is about to start compounding again 50% over the next 2 years
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up to my eyeballs in $META stock & I just bought calls

ALT Office The GIF

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$BRKB Buy rating w/ 35% upside to SOTP
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$ZM when revenue growth keeps accelerating & Anthropic IPO hits

ALT funeral im back GIF

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What do analyst think $ZM 's Anthropic stake is worth now? Around $3.5 Billion seems fair w/ liquidity around the corner! forbes.com/sites/greatspecul…

Anthropic Valued At $1 Trillion Could Actually Be A Bargain

Despite this, investors in Anthropic are wagering that it is not a conventional software firm, and they may very well be accurate.

forbes.com
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$SCHW at 16 PE 👀👀 Revenues hit a record $6.5B (up 16% YoY) with core net new assets reaching $140B efficiency is soaring with the Adjusted Pre-tax Profit Margin reaching 51.4% !!! Strong momentum across wealth, trading, and lending
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Last Quarter operating margins hit 49% $SCHW at 14.7 PE🧐 (2026) Historical margins:
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EPS up markets up PE Ratio down $SCHW fantastic setup
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