Danny Beltran

253 posts

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Danny Beltran

Danny Beltran

@BeltranCapital

Trying to allocate capital in a rational manner. Not investing advice (I'm never 100% sure anyway!)

Katılım Şubat 2021
414 Takip Edilen44 Takipçiler
Christopher Bloomstran
Christopher Bloomstran@ChrisBloomstran·
Follow this guy. I’ve never seen a stock picker as perfect as him. 👇👇 @WarrenBuffett 📈 I made almost $20m in a month. I just want to express my sincere gratitude. He is worth our attention.💎💎
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Compound248 💰
Compound248 💰@compound248·
Holy smokes - $GOOG shuts down its Bard effort, acknowledging, “unrecoverable compounding distance between our internal efforts and ChatGPT.” Announces DeepMind partnership with OpenAI. 👀🔥 Gotta appreciate seeing reality as it is, but Larry and Sergei finna roll some heads…
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Danny Beltran
Danny Beltran@BeltranCapital·
@benbakhshi @TidefallCapital Hey Ben, I get the "long A" strategy. But why shorting the P? (By the way, just like you, I don't understand why the A is trading way lower than the B. Not sure what is it that I'm missing here)
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Benjamin Bakhshi
Benjamin Bakhshi@benbstwits·
@TidefallCapital Seems like a not crazy idea to go short the P and long the A. Also, why is the B still stuck at $5...
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Trevor Scott
Trevor Scott@TidefallCapital·
Qurate Retail down to $1. Near the end, Maffei tried to spin going from buybacks to dividends was because investors weren't giving them credit for reducing shares. Nope, they wanted to cashout. $QRTEA
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Danny Beltran
Danny Beltran@BeltranCapital·
@maxolson This is cool. Do you know what would be cool as well: Mungerbot
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Max Olson
Max Olson@maxolson·
Just launched: buffettbot.com Ask Warren Buffett* anything! Try it out and let me know what you think... * Not actually Buffett, but an AI model with access to his writing. This is just a test/fun experiment + promotion for my Berkshire media.
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Jim Cramer
Jim Cramer@jimcramer·
I am not as worried as others that Twitter will suddenly not work... Call me bullish on @elonmusk and his desire to make this better
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Danny Beltran
Danny Beltran@BeltranCapital·
@Carnage4Life Capital letters for "AT LEAST"! A day like yesterday Twitter shares would have been trading at around $7.42 dollars each... Thanks, @paraga !
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Danny Beltran
Danny Beltran@BeltranCapital·
@investor2055 True. You have a point. I should have said "I THINK that more pain is yet to come..." I'm about 90%sure 🤣
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Danny Beltran
Danny Beltran@BeltranCapital·
If you think that we've hit the bottom, this is a kind reminder that Nikola $NKLA STILL has a market cap of over $1,300,000,000.00 More pain in the market is yet to come...
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Ronnie Fieg
Ronnie Fieg@RonnieFieg·
Jerry Seinfeld for Kith Fall 2022
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Danny Beltran
Danny Beltran@BeltranCapital·
And STILL $NKLA is a 2.3B company...
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Danny Beltran
Danny Beltran@BeltranCapital·
Not sure who needs to read this, but here I go: If you think that we are close to the bottom, just remember that Nikola $NKLA is STILL a $2.84B market cap company... And still without any revenue... That's $2,840,000,000.00
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Danny Beltran
Danny Beltran@BeltranCapital·
@skepticinvestor @BurakYngn @pickover It's a matter of personal financial situation. For some individuals THERE IS a level Bezos/Musk would hit the green button without thinking about it "Losing" 1mm OR "winning" 50mm is a rounding error for those guys... Why wouldn't they risk it and hit the green button?
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Cliff Pickover
Cliff Pickover@pickover·
Mathematics. You only have one button press to receive a potentially nice monetary award. Which do you press?
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Bill Brewster
Bill Brewster@BillBrewsterTBB·
@brokeboycap There’s 420. And there’s 69. Can’t combine them. I mean, you can. But in a different way.
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Bill Brewster
Bill Brewster@BillBrewsterTBB·
“Logical” settlement/retrade ends in .69. Maybe $47.69?
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Danny Beltran
Danny Beltran@BeltranCapital·
@benbakhshi $NKLA is still trading at $2.39B market cap... Use that information as you wish, but I posit that we are still FAR from reaching the bottom..
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Benjamin Bakhshi
Benjamin Bakhshi@benbstwits·
You say cover your shorts, but $LCID is still trading at $27 billion market cap with $5 billion cash on hand burning $500m-$1b / year+ on $83 million of cumulative sales. Future penny stock, I don't make the rules.
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Danny Beltran
Danny Beltran@BeltranCapital·
Not sure... But I think that Druckenmiller's interview (which was extensively shared during the weekend) might have an effect on what (seems that) will happen this Monday in the markets...
GIF
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