MazwoodCap

@MazwoodCap

• Long term investor. Stocks. Happiness. • Join me http://mazwoodcap.substack.com • Built http://discoversubstacks.com

Joined May 2020

203Following

8KFollowers

MazwoodCap@MazwoodCap · Jul 23

I remember when @TSOH_Investing went from $350 to $499 and thought "crap I missed it!" -- not making that mistake again. Just signed up. Let's go!

AAlex Morris (TSOH Investment Research)@TSOH_Investing · Jul 20

A quick announcement: On Thursday, July 24th, pricing for new subscribers to TSOH Investment Research will increase to $199 per month / $799 per year. If you sign-up by Thursday, your subscription pricing will be at current rates of $99 per month / $499 per year. In addition,…

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MazwoodCap@MazwoodCap · Jun 10

$GOOGL $DIS $PARA $CMCSA $NFLX $FOXA $WBD $AMZN

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MazwoodCap Retweeted

YHamilton@YHamiltonBlog · May 19

1st issue of AGB in 2025 is Airbnb $ABNB. Here are some highlights from the write-up. Link is in bio. Would appreciate a like/repost. Thanks for reading!

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MazwoodCap@MazwoodCap · May 9

In 2017, $GOOG Search Revenue was 26% larger than the rest of the business combined. Last year Search was 13% larger. I wonder a) when Search drops below 50% of total revenue, and b) what the optimal outcome is for shareholders.

MazwoodCap's tweet image. In 2017, $GOOG Search Revenue was 26% larger than the rest of the business combined. Last year Search was 13% larger. I wonder a) when Search drops below 50% of total revenue, and b) what the optimal outcome is for shareholders.

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MazwoodCap@MazwoodCap · May 7

I mean, we get it, obviously. But what a crazy looking chart.

AAlex Morris (TSOH Investment Research)@TSOH_Investing · May 7

Disney Experiences EBIT $DIS

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MazwoodCap@MazwoodCap · Apr 17

Really, really good content. 👏

RRene Sellmann@ReneSellmann · Apr 17

Novo Nordisk’s stock crashed 58% since June 2024 $NVO Tariffs loom & rival Eli Lilly may be gaining an edge. Is this pharma titan a bargain now? Dive into my deep analysis of its moat, growth, and risks (link to my blog in my bio).

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MazwoodCap@MazwoodCap · Apr 17

Equal weight this portfolio over next 5 years has to do well, right?

BBourbon Capital@BourbonCap · Apr 17

Quality stocks trading near 52 week low $ASML $646 $MCO $420 $EFX $221 $GOOG $153 $ODFL $153 $LVMH $480 $NVR $7111 $HD $356 $AMZN $173 $TSM $153 $NVDA $102 $ANET $71 $UNH $448 $ADBE $353 $MSFT $371 $ACN $284 $AMAT $112 $AMD $88 $CMG $48 $NOW $778 $MRVL $51 $ZTS $148 $TMO…

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MazwoodCap@MazwoodCap · Apr 8

What's the bear case for $ASML?

FFiscal.ai (formerly FinChat)@fiscal_ai · Apr 8

Yesterday, ASML nearly reached its lowest valuation in more than 5 years. Why wouldn't this work from here? $ASML

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MazwoodCap@MazwoodCap · Apr 7

20 yr Monthly charts $AAPL $GOOG $SPY $QQQ

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MazwoodCap@MazwoodCap · Apr 7

Vix last 20 yrs

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MazwoodCap@MazwoodCap · Apr 3

You really think we'd be down more. 7% off all time highs for SPX? nothin.

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MazwoodCap@MazwoodCap · Apr 3

Alright, what's the plan party people?

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MazwoodCap@MazwoodCap · Mar 13

$RH Chart people?

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MazwoodCap@MazwoodCap · Mar 13

$ADBE I know it's broken. But long-term risk/reward ... ?

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MazwoodCap@MazwoodCap · Mar 3

🤔🤔

DDavid Keller, CMT@DKellerCMT · Mar 3

If Thursday and Friday did nothing else, they reinforced that $SPX 5850 is pretty dang important "line in the sand" to watch. Anything above 5850 = noise. Anything below 5850 = problem.

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MazwoodCap@MazwoodCap · Feb 13

The Agony and the Ecstasy $TTD $HOOD

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MazwoodCap@MazwoodCap · Jan 27

Favorite semi to buy/add today? $NVDA $TSM $AMAT $ASML $AVGO. What else?

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MazwoodCap@MazwoodCap · Jan 22

$ABNB $BKNG

MMazwoodCap@MazwoodCap · Aug 6

What's the case for $ABNB over $BKNG?

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MazwoodCap@MazwoodCap · Jan 22

What a monster $NFLX

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MazwoodCap@MazwoodCap · Jan 16

Business segments consistency a bit wonkier than I would've thought here for $UBER

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