Pitt_investments

251 posts

Pitt_investments

Pitt_investments

@eatingvalue

가입일 Nisan 2025
72 팔로잉12 팔로워
hope hopes hoping
hope hopes hoping@hopes_revenge·
imaginative play tonight queen? waldorf imaginative play tonight queen ??
hope hopes hoping tweet media
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FluentInQuality
FluentInQuality@FluentInQuality·
Everyone remembers Reality Labs burning ~$90B. Nobody remembers Zuckerberg bought Instagram for $1B, WhatsApp for $19B, and aggressively bought back $META near its 2022 bottom. One of the great capital allocators of our era. People just only count the losses. $META
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Pitt_investments
Pitt_investments@eatingvalue·
@FishtownCap hard to have high conviction on this topic. the amount of capital available to them seems quite high based on googles recent offering, could definitely continue for a few years.
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Fishtown Capital
Fishtown Capital@FishtownCap·
So what happens to $SOXX when the hyperscalers all change their guidance next quarter to flat 2027 CapEx spending due the memory pricing? Or do we think all the execs at these companies are dumb + cool with their SBC being underwater? $GOOG $AMZN $MSFT
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Pitt_investments
Pitt_investments@eatingvalue·
getting a discount on a company that will likely be a zero is my special interest
Pitt_investments tweet media
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Sean Frank
Sean Frank@Seanfrank·
@pitdesi The ad product is the greatest ad space ever made
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Sheel Mohnot
Sheel Mohnot@pitdesi·
I’ve seen a bunch of posts on twitter today that say some version of “Zuckerberg got here mainly by being lucky and luck has run out” Insane stuff, makes me think now is a good time to buy $META But already quite long
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Pitt_investments
Pitt_investments@eatingvalue·
@Seanfrank @DAKKADAKKA1 imagine you produced 100 of your beautiful wallets, but you only sold 1 :( now its tax time and you made $20 in profit from your 1 wallet sale. and you realize no one wants the color you made. but you cant expense it until you sell or donate, so you donate them to expense it.
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jbulltard
jbulltard@jbulltard1·
Some guy on here just compared $goog being left for dead in 2023/24 to $adbe here is where charts come in handy for you too ignorant to accept how markets work, Google never even sniffed the 100 or 200 month which Adobe just broke. Google never had serious technical damage
jbulltard tweet media
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Sean Frank
Sean Frank@Seanfrank·
@realajedelman Of course the government makes millionaires. Look at Los Angeles mayor Karen bass!
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AJ Edelman
AJ Edelman@realajedelman·
Government doesn't create millionaires. It taxes. That's your big thing. Millionaires are minted when others trade for their goods or services in that amount. The government just takes.
Gregory Travis@greg_travis

In 2020 there were 12 million people in the USA with net assets of $1 million or more In 2025 there were 25 million people in the USA with net assets of $1 million or more The Biden administration created 13 million millionaires which is 9000 new millionaires every day for four years 9000 is > 4400

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Pitt_investments@eatingvalue·
@CatNyanpital about half srs, but they have discounted big since the beginning and did alright. admittedly not massive too line numbers tho
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Pitt_investments@eatingvalue·
@CatNyanpital usually accurately priced, most net nets have management actively destroying value. pricing in future destruction of value.
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Pitt_investments@eatingvalue·
nothing itches my brain like getting a discount on a preferred that is likely going out of business . its why im still poor .
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FluentInQuality
FluentInQuality@FluentInQuality·
"The single most important thing you can do as an investor is to wait for the fat pitch — and then bet big." — Li Lu
FluentInQuality tweet media
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peepeepoopoo
peepeepoopoo@DeepDishEnjoyer·
the people to my left used a phone calculator to multiply 7 by 2.
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