CMac
@InvestmentTalkk
I never took bio.
It’s interesting how the level of takes/opinions seems to be at all time highs on Fintwit whereas the level of due diligence seems to be at all time lows
It’s interesting how the level of takes/opinions seems to be at all time highs on Fintwit whereas the level of due diligence seems to be at all time lows
One of my favourite rituals is the ~1.5 hours I get to spend every morning reading and sipping coffee, uninterupted.
Long WannabeLuxury turnaround story - short Fumbling PartialLuxury Giant was the play. $BRBY $MC
$CMG Chipotle's quarterly YoY revenue growth is slowing down to 2016 levels.
$GOOGL Sundar claims Gemini app has 450m MAUs and AI Mode in Search has 100m MAUs.
$GOOGL “In the US, shorts now earn as much revenue per watch hour as traditional in-stream on YouTube’’.
The first time i ever bought a stock when I was 18 years old, I called my brokerage and asked them to send me my stock certificates in the mail. He politely explained to me they stopped issuing them decades ago.
Share a piece of investing lore about yourself
For the love of god, can someone please answer this guy?
Is $TSLA about to have its $NVDA moment ?
$MA Mastercard refers to agentic commerce as “paradigm shift[ing]’. Seeing this topic pop up a lot more frequently in the payments space transcripts over the last 24 months.
![InvestmentTalkk's tweet image. $MA Mastercard refers to agentic commerce as “paradigm shift[ing]’.
Seeing this topic pop up a lot more frequently in the payments space transcripts over the last 24 months.](https://pbs.twimg.com/media/GwhWpDcWIAAFfjZ.jpg)
It has now been a little over 5 years since podcast host, Chamath, outlined the 5Y short thesis on Meta Platforms $META and Alphabet $GOOGL The results are too good. x.com/chamath/status…
The growing short case on $FB and $GOOG: 1. New product experiences 2. Regulation 3. Taxes 4. Anti-trust If you have the capital/stomach for a 5yr+ bet, here’s how I’d build the short case...
$AXP Legacy payment rail owner feels stablecoins won’t replace legacy payment rails. “No, they are not going to replace the existing payment rails. Are they a good proxy and a good - alternative to ACH and Swift payments and wires and things like that? I think so”.
