taobanker
@taobanker
This thread is excellent! I'm in full agreement.
My 2c: Years ago, sourcing new ideas was tough. You'd use some kind of broad screener, see something semi-interesting, spend weeks to months try to understand the company, industry, history etc etc. The world changed within the last 5ish years 1/x
Many of our problems can be solved by 50% perpetual annual investment returns. Who's building this?
I recently went to an emo concert and all the elder millennials were wearing AEO mom jeans not financial advice
"My worry is that the Fed is turning into Universal Basic Income for PhD Economists" - Scott Bessent LMFAOOOOOOO
Don’t get much better than this
Guy who has a job he loves, a significant other, plentiful savings, contributes to his retirement fund, lives in walkable city, hangs out with his friends on the weekends, keeps in touch with his loving family, travels internationally 1-2 times a year, and exercises regularly
Looks like I have a fun day ahead tomorrow between these $csbr and $hlx earnings reactions
the market has lowkey put me in a kind of tough position this last couple days by bidding $cpb $tap which I saw as defensive escape valves and also bidding $cnc $moh while I literally just pivoted into $lmt. meanwhile feels greedy to not take a stab at another $zroz allocation…
Fintwit won't tell you to buy $GOOG at the bottom Fintwit won't tell you to buy $BRKR or $TMO at the bottom Fintwit won't tell you to buy $IQV $ICLR or $CRL at the bottom Fintwit sure as hell not gonna' tell you to buy $LULU at the bottom or $MOH $CNC at the bottom Remilio
I really don't think a lot of defense small caps make that much sense anymore with $LMT at 14x 2026 earnings
The generational ego thing is one of the biggest alpha detractors of all time. Only the absolute most cracked old people can remain cracked. By 35 you are a perma-frosted super-unc. You need to hand the keys over to the younger generation if you want to choose rich.
Small position. $TER has a history of profitability & buying back stock so while it it cyclical, it is not a shitco. I would not buy if it was a shitco. Although interestingly, it is shitcos that are rallying the hardest over the past ~month. By definition, this cannot last 3/3
