President, Murray Wealth Group. Tweets are not investment advice. MWG may or may not have positions in securities mentioned in tweets.
Joined September 2019
- Tweets 3,071
- Following 683
- Followers 3,027
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622 Photos and videos
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28 Nov 2025
Nope, did not discuss $NPI.TO on BNN. I did talk $LNR.TO, DBM.TO and $NWH.TO. Nice to see my dog at top of the screen today.
$16.61 is the price @NuggetCapital . Maybe you should buy 139 shares to hedge, which will pay you $100 in dividends by next Christmas. Who knows maybe you'll make a few bucks too!
28 Nov 2025
Is that why $NPI.TO saw some alpha. lol. This is a 12-month bet. I'm not rooting against you but I will be quite surprised if that dog is able to ever hunt again and happily pay the charity bet.
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Jamie Murray retweeted
Jun 11
I remain in awe at how many well-intentioned and intelligent financial professionals have no idea how the card networks ($V and $MA) work or what they charge.
(Not referring to Thomas…)
Jun 11
Bill Gurley says Visa and Mastercard will be "heavily threatened" by stablecoins.
From The Knowledge Project this week:
"Those two companies have two of the highest operating margins in the history of business. They have like 60% operating margins, and they're duopolies, and they were created by the banks. So the whole industry is kind of stuck in this world where they make a lot of money because it is this way. But there's zero reason why it should cost 2 or 3%. Just zero.
In America, if I want to send you 50 bucks digitally, I've got to go through ACH, which is 3-day settlement, which is part of this regulatory capture bullshit... If you have a Coinbase account, you can put your money in a USDC stablecoin and earn 4%, and within seconds immediately transfer money to someone else for pennies...
At this point, I think stablecoins will get there faster than the government will be able to do it."
$V $MA
Agree or disagree?
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Jun 10
Talked $UBER and $MA on BNN yesterday.
Uber - by 2029 could have more AV cars on platform vs Waymo
MA - DCF value giving $800 TP
youtu.be/-l4Pw8-iiHY
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Jun 10
$PFE upgrade (from UP)
*potential guidance upgrade
*street no confidence in pipeline
*7% yield
May 6
The $PFE q1 was the best quarter they’ve reported since COVID. New drugs driving sales, COVID drugs below. Long term outlook (post ‘28) way above street.
thestreet.com/investing/stoc…
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Jamie Murray retweeted
Air Canada’ new A321XLR C-GXLR inside and out! J looks great but the Y product looks amazing 1/2
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May 29
$FLS Starboard letter highlights large margin divergence to peers. We expect this to close over coming decade with the revenue supported by nuclear/industrial capex.
starboardvalue.com/wp-conten…
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May 28
The MWG Team is hosting a webinar at 2pm ET today highlighting some market thoughts and ideas. You can register here:
us06web.zoom.us/webinar/regi…
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May 28
lol Grok is terrible
**Omaha, Nebraska.**
That's the downtown skyline along the Missouri River at golden hour, with the CHI Health Center arena visible on the right and a cable-stayed bridge crossing over. The wild guesses in the comments are cracking me up—classic "guess the city" chaos!
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May 28
Waabi looks impressive. waabi.ai/
AV trucking strategy to go DC to DC vs load/unload at a checkpoint/hub (a la Aurora/Kodiak) could be massive advantage if they can prove it out.
It will be an interesting case study in simulation training vs. real world. They've burned way less cash, now need to prove it out.
$UBER is largest shareholder I assume, and will increase if $250M investment plays out for robotaxis.
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May 27
Happy to see Maurer on the board at $LULU. We touched on this in our recent note and why we think the stock could recovery strongly with improved product execution.
Of course @MattJMcClintock is a must follow for deeper retail analysis, and has out excellent work on the topic.
May 22
We are long $LULU and think it’s a bargain at 9x P/E. The board and strategy need an overhaul, alt data is still weak and the competition is real. But we think there is a path to long term growth and for Lulu to get its juju back.
murraywealthgroup.com/lulule…
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May 22
We are long $LULU and think it’s a bargain at 9x P/E. The board and strategy need an overhaul, alt data is still weak and the competition is real. But we think there is a path to long term growth and for Lulu to get its juju back.
murraywealthgroup.com/lulule…
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May 22
In the piece, we detail $LULU competitive advantages and highlight lessons from Tapestry, Ralph Lauren and Abercrombie turnarounds.
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May 9
Checking out the new $ATZ.TO flagship in the Eaton Center. By far the most beautiful store in the portfolio in my opinion.
Jammed as usual.
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May 8
Not sure why $DBM.TO report after market close on Fridays but results were good! $68M vs consensus at $58M - great margin considering them lumber markets.
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