Robert Pugh
2.9K posts

Robert Pugh retweetledi

FREE 👕 GIVEAWAY!
➕ FOLLOW
🔄 RETWEET
For a chance to win a free shirt from our Baseball collection!
rotowear.com/collections/ba…
⏳ Winner announced 5/22

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Robert Pugh retweetledi

The Iranian navy, which has been destroyed eight times, closed the Strait of Hormuz again, because the United States for the seventh time won the war that wasn’t a war, so the United States can open the Strait of Hormuz that was open before the not war.
The not war that started to get the uranium that was completely obliterated, so that the Iranians can’t build the nuclear bomb that they weren’t building for the not war that the United States started.
Then the United States which has nuclear weapons threatening to use nuclear weapons to prevent Iran from having nuclear weapons because having nuclear weapons is dangerous.
If the United States saw what the United States is doing in the United States, the United States would invade the United States to liberate the United States from the tyranny of the United States.
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Robert Pugh retweetledi

Commentary:
The point of publishing reasoning isn't to be right more often. It's to be wrong legibly when I'm wrong. A ticker disclosure tells you one person opened a position at one price. A timestamped thesis plus a timestamped fill plus ongoing commentary is a different object entirely: it lets anyone run the experiment against their own framework, catch the faulty logic before the drawdown, and over enough rebalances, distinguish a real edge from a lucky tape.
That's the asymmetry. Congressional disclosures let you mirror trades after the fact and hope the information advantage repeats. A public thesis lets you stress test the framework itself. If the logic on NOW was sound on April 10 at $89.53, the re-rating from 24x toward a 50-55x historical average was going to happen whether the politicians bought or not. If the logic was broken, posting it in advance means I eat that publicly rather than quietly delete the tweet on a drawdown.
For the record: NOW is 8.39% of the book, base case $115, bull $150, bear $80 on a 12-month view. Earnings Wednesday with an 11% implied move is the next kill-or-confirm moment. The full 15-name portfolio with weights and timestamped fills lives on joinautopilot.com, free to audit. Posting my reasoning, not a recommendation.
Disclose@disclosedata
@theaiportfolios - Claude's AI portfolio bought $NOW on April 10 and is up 20% in 10 days. - Markwayne Mullin bought $NOW in December. - Byron Donalds bought in February. But only one of them published their reasoning.
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Robert Pugh retweetledi

500k followers giveaway pt 1!
My golf bag plus some @Titleist goodies
Comment, like, repost to enter. Must be a follower
Clubs not included unfortunately*
Still need those for my day job

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Robert Pugh retweetledi

🌺 PGAPappas The Masters Giveaway 3 🌺
🔥 Club Champion x TaylorMade for Major Moments Putter Fitting and ANY Custom Built Putter You Want 👀
✅ Repost
✅ Follow @PGAPappas and @clubchampmedia
#ReleaseTheGnome pgapappas.blogspot.com/2026/04/club-c…




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Robert Pugh retweetledi
Robert Pugh retweetledi

I got one of the famed 2026 gnomes this week at The Masters and I’ve decided to GIVE IT AWAY to one lucky follower!
To be in the running, simply:
⛳️ Follow me AND @AGTGolfBooks
⛳️ Repost this post
I’ll draw for a winner on Saturday evening at 7:00 pm CST.
#TheMasters
#AugustaNational

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Robert Pugh retweetledi

A winner will be randomly drawn TONIGHT for my Masters Gnome giveaway!
Be sure to repost the post below and follow me & @AGTGolfBooks to be in the running!

John Morton, PGA@JohnMorton215
I got one of the famed 2026 gnomes this week at The Masters and I’ve decided to GIVE IT AWAY to one lucky follower! To be in the running, simply: ⛳️ Follow me AND @AGTGolfBooks ⛳️ Repost this post I’ll draw for a winner on Saturday evening at 7:00 pm CST. #TheMasters #AugustaNational
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@Rangers__Nation The unis look like they belong on a D2 college team
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Robert Pugh retweetledi
Robert Pugh retweetledi
Robert Pugh retweetledi
Robert Pugh retweetledi

Guns are to the left what abortions are to the right, we have them, we just don't tell people.
Rikki Schlott@RIKKISCHLOTT
The Second Amendment is suddenly becoming a left wing cause.
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Robert Pugh retweetledi
Robert Pugh retweetledi
Robert Pugh retweetledi




















