Billy LoBue 🗺️

Major app update is now live 🔥 iOS: apps.apple.com/us/app/card/id… Website: card.cards

Maersk: A vehicle transport ship flying the American flag left the Gulf via Hormuz - Al Hadath. $MRK

Much better

US Factory Orders MoM Actual 1.5% (Forecast 0.6%, Previous 0.0%) US Core Durable Goods Revised Actual 0.9% (Forecast 0.9%, Previous 0.9%) US Durable Goods Revised Actual 0.8% (Forecast 0.8%, Previous 0.8%)

🇦🇪🇮🇱 UAE and Israel went public with their strategic alliance. From quiet cooperation to deep operational partnership, on-the-ground ops and everything. Source: Channel 12

🔴 Trump: In very positive talks with Iran. Discussions could lead to positive outcome.

The Design continues to evolve in subtle ways. Now live. 📲iOS: apps.apple.com/us/app/card/id… 🌐Web: card.cards

Cool

I always thought 2022 would be our hardest year to top. That year, the fund was up over 120% unlevered, but using options, in a market that gave us a lot of fat pitches to bet against equities and higher rates. Now, barely into May, the strategy is up over 90% YTD with no leverage and no options. Just concentrated, high-conviction stock selection. Some of that is luck. It always is. But I also think good investing comes from staying patient, thinking independently, and being willing to look very different from the market when the opportunity is there. Over time, process compounds too. Charts are net of all fees and expenses. Past performance is not indicative of future results. Investing involves risk.

8:30 am, just downed a large iced coffee, doing Uber Eats, the roads are empty, and then the beat drops

“You can't look around for people to agree with you. You can't look around for people to even know what you're talking about. You have to think for yourself. An ability to detach yourself from the crowd is a quality you need.” — Warren Buffett

Card is for barbers Easily get payment

It's been a strong period for Leftskewed Investment Management. We are deep into triple digit territory since the start of 2025, without any leverage, options, or crypto. Just pure Alpha. Chart is net of all fees and expenses. Past performance is not indicative of future returns. Investing involves risk.

Personally I think the idea that AI is going to re-invent the wheel every time you use software is a bit over blown. It’ll make more software, but once the wheel is perfected, you’ll just use the wheel.

I picked one more up on the way home but it won’t fuckin stop 😂 had to turn it off

Pacing for what is likely a record Friday on Uber Eats. $295 for breakfast lunch and dinner. Could push it if I want to keep going after this double, but I typically call it by 8:30. If it stays at this pace it might be hard to resist though.

Better? Feel free to leave any and all feedback.

New post-bankruptcy high