Jacob Legein, CPA

@guyfelicella You truly have no idea what you are talking about, Canada could have made this a non-issue for 20 years and chose to not only lock our oil and gas but to sell it at discounts Sad how uneducated many Canadians are

Oof… $217.9 a litre. Less than a month ago it was $160.9 That’s about $8.25 a gallon. Anyone else frustrated a delusional man gets handed this much power and the entire world is paying for it at the pumps?

@AaronGunn The time was about 20 or 30 years ago…

Ridiculous. 4th-largest oil reserves in the world. $2.09 per litre at the pumps. It's time to build pipelines, refineries and an energy policy that puts Canada, and Canadians, first! 🇨🇦

@c2412345 USD or CAD?

$MSOS $CGC $TLRY TILRAY PT UPGRADE TO $24 - Jefferies Investment Bank🎯 If rescheduling happens $TLRY is going to $30 on a fomo run📈 +will somehow get into the CBD program with full medicare coverage (huge) down the road💵 Still waiting for $DEO Diageo 🍺 to make a move

According to a source at the @WSJ Trump has ousted Pam Bondi $tlry $msos

@mbrushstocks @jesseredmond @admindotlaw @JasonGWild @Boris_Jordan @HammanShares @AdvisorShares @todd_harrison @TheDalesReport @V_arrell @tomangell @kturet $tlry was channel stuffing their beverage business to inflate revenue in prior quarters Its time @TilrayIR lets me ask the questions but they don’t answer investors

Consumer consumption trends in a nutshell: $TLRY overall sales up 11.3%. Cannabis sales +19% vs craft beer sales -24% @jesseredmond @admindotlaw @JasonGWild @Boris_Jordan @HammanShares @AdvisorShares @todd_harrison @TheDalesReport @V_arrell @tomangell @kturet $YOLO $MSOS $CNBS $TOKE $WEED $MJ $CNBS $AYRWF $CRLBF $CRON $CURLF $MSOX $OGI $TCNNF $TLRY $VRNOF $TSNDF $GLASF

@RogersHelps Done in the last 2 weeks - 3rd time in 1 year it’s been done - driveway has been dug up, large stones lifted - our lawn is constantly torn up - work to remediate is usually terrible and spray paint from locates all over our plants - you are ruining our property constantly

@PeachFinancial from the winter freeze, burials are beginning for the new season. Was this work just done over the past few days to bury a temporary line to yours or a neighbour's home? -^rm (2/2)

@Rogers This is what it looks like when Roger’s comes and digs up your lawn - is this acceptable to fill like this

@MarkTepperSWP Market is close to all time highs so I am playing defense regardless of volatility. 3-5 year time horizon or longer if I find something I really love means I don’t care about volatility and actually use it as a friend not an enemy

When the markets are volatile, do you play offense or defense? Would appreciate the comments!

@PaultheGrandppa @Cancinator1 So $tlry is going to reverse split down to 20M shares not going to happen

@Cancinator1 Only time will tell, my experience the way $TLRY heading to lower share price, either TLRYwill dilute or reverse split again.CEO just bragging to attract more retail investors because no organization investing in it. He will keep attracting and slaughtering retails

$TLRY $MSOS $CGC NOBODY IS SELLING, DON’T BE FOOLED BULLS!! JUST SHORTS DESPERATELY DIGGING A DEEPER HOLE TRYING TO CREATE THE ILLUSION BY MAINTAINING 60% OFF-EXCHANGE TRADING WHILE INCREASING THEIR FTD COUNT!! NOW UP TO 9.59 DAYS TO COVER!! THE TOP IS ABOUT TO BLOW OFF 🌋

The market is entering a full over reaction mode - I love $SU and I bought it hand over fist in the Covid Pandemic (a massive over reaction by the market) now it has swung the other way $87 - 18x earnings is a lot for a temporary spike in oil prices

@RebellioMarket 10 years could be a single bull market, returns get harder and harder as you grow Buffett hit the largest scale so returns diminished and he did it for 54 years It’s not even close - he is the GOAT

If Warren Buffett is truly the greatest investor of all time how do you explain these numbers? Michael Marcus: 120% CAGR over 10 years Richard Dennis: 120% CAGR for 19 years Bruce Kovner: 87% CAGR over a decade Ed Seykota: 60% CAGR for 30 years William O'Neil: 40% CAGR for 25 years Maybe the real question isn’t who’s the greatest it’s what strategy truly wins

@DiscussingFilm Is it compensation for the merger? No, that is improperly classified. It is stock option earned during his tenure

David Zaslav will receive $887M as compensation for the Paramount/Warner Bros merger. Meanwhile, thousands of people are expected to lose their jobs in layoffs after the merger closes. (Source: Deadline)

@DaveI682678 Cash

@DaveI682678 The only way he would need to dilute is if he bought a company for $250M+ which would be more like a merger than an acquisition He should be buying back shares but we aren’t seeing that at this time

$tlry I wonder how much Irwin will dilute the stock by in 2026

Fortune teller $TLRY??

@rdd147 It is hourly - this is fake news from a bot

Saudi Arabia investment backing in $PSKY looks to be a bust after investors are looking to back out of video game and entertainment.

@rdd147 Short position? Synergies , sale of non-core assets. I love watching guys with 5 figure portfolios act like they know more than the Ellison family. Next share your tweets about how Warren Buffett knows nothing about finance

$NFLX has $9 billion annual FCF. $PSKY will have $6 billion annual INTEREST payments on debt. Assuming Paramount/Warner Bros magically grew as big as Netflix, it would take nearly 20 years of FCF to pay off debt. They’ll never come close to that. Bankrupt. $WBD

@rdd147 $WBD $NFLX $PSKY - tell us about your short position - you post every hour about this I will take the opposite side of your claim - let’s wager the Ellison’s get this deal done

$PSKY $WBD deal is dead in its tracks outside accepting a 16% interest rate. Not a single bond could be re-sold. David Ellison paid $9.8 billion (Paramounts marketcap) for nothing. $2.8 billion to $NFLX $7 billion to $WBD Executives at Warner have started mass dumping hundreds of thousands of shares non-stop the past couple of days. Don’t be a bag holder, get out of $PSKY and $WBD

@SJOldValueGuy I was interested to see the company split - Kellog’s split and both spincos were bought within 18 months - investors netted a 80-100% return in that time frame I think it’s a buy myself even if they don’t split dividend above 7% today - dividend is right around 50% of FCF

$KHC Kraft Heinz - turn around play, ‘26/‘27 - FCF yield 11-12% todays prices, FWD estimate, FWD PE 10-12x. - dividend 6.6% - balance sheet looks fine but no growth, some cash flow will be put towards maintaining debt ratio and new products, excess buybacks (maybe 1% yield) - growth contraction is likely bottoming later this year, if not 1H (store brands, k shaped economy headwinds, GLPs, Mac and cheese issues, etc) - sauces look fine, suggesting there is a core here. A lot has been said about snacking and GLPs, I think one surprise in consumer behavior is that there is a subtle shift under the surface towards higher quality brands, and less focus 🧘 on Costco/wal mart generic volume. Someone like a Trader Joe’s/Tact holdings is probably uniquely positioned. - a suprise coming out of this year and mid terms could be consumer cyclical names and brands do better than expected. Events: - Buffet headwinds - break up, etc - contraction guidance news events Technical: - ex dividend sell off/hedging dynamics - close to going sideways, probably $20-$24 band - set up is likely to fade the 📰 news drops on growth contractions which are well known - staple element to how it trades as far as which sector impacts it, but really consumer brands all have a consumer cyclical element, hence why it hasn’t participated much with $XLP during this rotation I think $22/$23 is solid, starter entry over the year. Knife 🔪 blood 🩸 to the $19-$22 area is a buy. Expect some news failures 📰 and fades on dips over the year. GL 🍀… **Berkshire unloading this $KHC stock here is a mistake in my opinion as They have ample cash but who knows.*** —-and there original sin of not anticipating store brands is over. Costco has already happened. They dumped Walmart over retail and rise of digital years ago. They also dumped Verizon which was the right move at the time, given t mobile, but Verizon at the right price made a lot of money for folks over the last 2 years. ***

@BrandonWealth $MFC at $21 sold at $50 I have many many more expamples that provide around 26% compounded annual returns for 3 year periods Right now telcos are where those returns are $BCE $T I hold BCE

@BrandonWealth Not anymore - unfortunately it has cyclicality. Canadian oligopolies suffer from many things. The easiest problems to identity are over leverage and lack of technological advancement. Bought $ENB at $36 sold at $64 paid a competence yield to wait

Building generational wealth the Canadian way 🇨🇦 Enbridge $ENB.TO 31 straight dividend raises, ~5.3% yield, and infrastructure that literally never stops. The ultimate set-it-and-forget-it stock for TFSA & RRSP. Are you holding?