Joined October 2022
- Tweets 271
- Following 670
- Followers 157
- Likes 57
23 Photos and videos
Seems like the devon energy and corterra merger could be an opportunity for $WBI no?
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Jan 15
Since $TMUS is the biggest provider of FWA and has a minimal amount of fiber, in this scenario do the cable providers win?
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Jan 15
Maybe all of those questions are very stupid, I'm not sure... but giving the valuation differential, maybe something could go right for the cables.
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Jan 15
This seems crazy, but is there a point where $CHTR makes sense? Anyway, doing some work on it...
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Jan 15
Not sure what to do with $ASML . Went at it in size a year ago with a much better set-up, now the sell-side is upgrading, everybody is piling in it seems -- looks like active managers are covering their short.. Not sure I'm that good at riding momentum.
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Jan 15
$CSU is tempting, although I'm finding myself with the same issue that I had with it 5-6 yrs ago, the holdo structure makes it very difficult to have a view on the fundamentals. You rely on historical perf. to repeat itself, which doesn't make for a good investment case.
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27 Jan 2025
Times like these you'll know if you really have conviction
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26 Jan 2025
This won’t end well haha
26 Jan 2025
We need to rethink our listing process at @coinbase given there are ~1m tokens a week being created now, and growing. High quality problem to have, but evaluating each one by one is no longer feasible. And regulators need to understand that applying for approval for each one is totally infeasible at this point as well (they can't do 1m a week). It needs to move from a an allow list to a block list, and utilize customer reviews/automated scans of onchain data etc to help customers sift through.
That and we'll continue integrating native DEX support more deeply. Customers shouldn't need to know or care whether the trade is happening on a DEX or CEX.
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26 Jan 2025
What about $ICE here. Been a long time shareholder, thinking about adding. 1) exchange business with strong competitive positioning especially in energy, 2) mortgage tech build out should create a strong network 3) strong data business. Valuation is more than reasonable…
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25 Jan 2025
Getting some 2020/2021 vibes combined with the meme coins stuff, $PLTR and the likes… be careful out there
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24 Jan 2025
$FICO is down 21% from its high. I think that around 1300$ it is a decent buy for the quality. Below 1200$ it would become really attractive imo. See the tread below on the mortgage piece of the business.
23 Jan 2025
Here is what I could gather on $FICO mortgage business and where is could go from here:
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