Bycus

@RHerman @AndreFuturezZ Planning to do some backtesting myself, where did you get the NQ data from to integrate in Python? At the moment i I am struggling with pinescript in Tradingview. Thanks!

@AndreFuturezZ That's the idea. Mechanical trading.

Today’s London session on $NQ gave a textbook A+ setup that resulted in a loss. The bias was based on 10 years of historical data. That provides direction, not certainty. My model is simple: -trade only in the higher probability direction -wait for a liquidity sweep against that direction -use IFVG or CISD as the entry trigger All conditions were met. The trade still failed. This is important: a valid setup can still produce a losing outcome. That does not invalidate the model. What matters is consistency of execution over a series of trades, not the result of one. I followed the plan, managed risk, and accepted the loss. That’s part of the edge. Question for other traders: Do you evaluate your performance based on individual trade outcomes, or on how well you followed your process?

@WillBiddy_ I don't think your calculation is correct. If I do a basic Inverse DFCF calculation, starting from 41.71$ and a 15% desired return, the FCF needs to increase by 24% for the next 5 years and by 12% for years 6-10.

This one is really starting to get interesting. -Incredible moat -$5B net cash position -Owns 90% of their land -Just fired up buybacks -10Y FCF per share CAGR of 26% $CPRT might be in the portfolio soon...

@yungrems @TigersJUK @grok Man grok just said you're poor

@TigersJUK @grok how do paleonthologists determine behavioral attributes of dinosaurs?

Been watching Dinosaurs on Netflix. There’s no possible way they know half this shit about dinosaurs. Found some bones in the ground & they know which ones used to a mating dance 245 million years ago?

@scaling_shields I live in Romania and vending machines are very rare so I call this bullshit

i met a guy in a bucharest hostel at 3am eating instant noodles in crocs and a stained hoodie asked what he does "i own robots that steal from people" he pulled up his phone live dashboard showing every transaction across his vending machines in real time someone in cluj just bought a snickers +$2.10 someone in timișoara bought a coke +$1.80 notifications rolling in every few seconds "started with one machine in 2017. cost me €2,400. placed it outside a gym" "made €160 the first month. €240 the second. kept buying machines" he now owns 74 machines across romania averages about €580 per machine per month after restocking costs roughly €43,000/month asked how he finds locations "i built a scraper that monitors every gym office building and university opening in romania. the second a new location gets a business license my system flags it and i email the owner before the building is even finished" "by the time they open i already have a machine installed" his close rate on new locations: 61% most building owners dont think about vending until month 3 he shows up at month minus 2 with a contract and a photo of the exact machine model they sign because nobody else has even called yet he pays a driver to restock every location on a weekly route "i spend maybe 4 hours a week checking the dashboard and coordinating restocks. the machines do the rest" asked what he does with the other 164 hours "whatever i want. thats the point" havent stopped thinking about it since everyone online is trying to build some complex saas or agency or personal brand this guy bought 74 metal boxes that sell snickers bars to strangers no content no followers no team beyond one driver no calls no clients no churn just a live dashboard that goes ping every 8 seconds the noodles cost him €0.80 while he ate them he made about €6 boring business beautiful life

@DimitryNakhla Would be interesting to see an update from you on the valuation of CPRT. Based on some historical metrics it seems cheap but if I calculate the forward PEG with your methodology I get around 3, mainly due to reduced future growth. What do you think about it?

20 Quality Stocks With ROIC >25% LTM 1. $CPRT 28% 2. $META 28% 3. $NFLX 28% 4. $V 29% 5. $MSCI 30% 6. $FAST 31% 7. $ADBE 36% 8. $RMS 40% 9. $KLAC 42% 10. $MEDP 42% 11. $IDXX 44% 12. $NVR 44% 13. $ASML 46% 14. $TSM 49% 15. $ANET 51% 16. $FICO 52% 17. $LRCX 52% 18. $MA 55% 19. $APP 93% 20. $NVDA 135%

@florida_grand @MatthewCoast Good job!

@MatthewCoast I’m a single dad who does all of that by myself. I’m basically the dad AND the mom. I don’t have any grandparents to assist. I don’t have any aunts or uncles to assist. I do it all on my own. But categorizing parenting into one specific gender is kind of sexist, don’t you think?

JUST WONDERING HOW MOMS are supposed to work 9-5, drop the kids off at school at 8 AM, pick them up by 3 PM, stay on top of school activities, meal prep, cook dinner, keep the house clean, do the laundry, run the kids to extracurricular activities, climb the corporate ladder, save sick days for when the kids are sick, be a good friend, daughter, and partner, all while trying to take care of their own body and mental health…

@4DaM3m3z @Mr_Derivatives Fml what a retarded comment. Paypal owns Venmo!! This is who we trade against guys

Guys want to know probably the saddest stat ever? Excluding penny stocks, the stock with the lowest Daily RSI in the ENTIRE stock market is…. With a mf’in 11 RSI. Yes you read that right, an ELEVEN RSI… amongst 10,000 stocks. Is…… $PYPL Yes Paypal is the only one of 10,000. The saddest thing ever.

@Gubloinvestor Depends how you define Retiring. For me is not having a an actual job with a boss. I already work on a laptop for 8 hours a day as part of my 9-5 job, mainly remotely from my home and it sucks. Appreciate what you have man, try to find a purpose.

Little Life Update I am 35 years old, i have retired 2 years ago when i was 33. You start loosing freshness seating around home, You loose your sharpness, Your mind is mostly resting since you are not active. since being home means more screen all the times, TV, Laptop and phone. it slows you a bit. Just saying

@RichardWedekin1 This is probably a reporting error on Dataroma for Guy Spier. Look at his sells in Q4 2024 and Q4 2025, they are almost identical with no significant buys inbetween

Oh shit …

@crowdturtle Not sure if you are being sarcastic

$ADBE is cooked. no way they'll be able to adapt to the AI revolution b/c they: -don't have reams of creative specific data -don't have high margins, so no ability to reinvest -don't have dominant marketshare where they can experiment with new AI features until they work

@invertiramateur @BillAckman How do you know his exact P&L figures? I thought his entry prices are not published. Thanks

Portfolio of the famous investor @BillAckman. With $GOOGL trading at $327, he has earned $939 million pre tax from this company alone. However, his largest holding, $UBER at $87, represents a loss of $322 million pre tax. Bill believes Uber is significantly undervalued. He also owns $AMZN, with pre-tax profits of $148 million.

@hagaetc According to Gemini, you actually need to look at GDP PPP per capita (purchasing power parity). Incomes may be less in Norway but things cost less as well. Norway stands better than Switzerland if we look at this indicator.

I moved from Norway to Switzerland and they both have ~the same GDP per capita, both some of the highest in the world. But *after tax* income is ~double in Switzerland vs. Norway. In Norway it is actually mostly the state that is rich, not the people themselves.

@Alice_MiaX So basically you started with 150k beginning of 2025 and got to a portfolio of around 2million by reinvesting dividends and adding 6k on top each month. Yeah right.

Right now, purely from dividend investing, I’m making about $18,786/month clean. It’s good. But for me? Not great. By this time next year, at the rate I’m going, I’ll add another $5,800–$6,000/month or more. And the year after that, as the base compounds harder, another ~$7,000–$8,000/month on top of that. I’m doing it by adding good, sustainable income ETFs… not crazy high-yield, NAV-eroding stuff. My goal? A little over $30,000/month in income. No hype. No shortcuts. Just patience, discipline, and math doing the heavy lifting.

@cashflow_king94 Genuine question, beginner here. How do you know there's no NAV erosion considering that some of those dont have any historical data? FEGI only has 5 monthly candles on trading view.

£80,000 paying me more than £1,000,000. I did the maths 👇 S&P 500 with £1M invested: ~1.4% yield = £1,166/month My European Income Portfolio with £80k: ~20% yield = £1,344/month 92% less capital. More monthly income. $AVGI $MAGD $GLDE $SLVI $FEGI $JEPQ $INCU $WINC Zero NAV erosion. All available on LSE. Europeans were locked out of this for years. Not anymore. RT if you're building passive income Drop a 👑 if you're researching these Comment your target monthly income below Let's build this together 👑

@MrSeymourDuck @joecarlsonshow The %s on the RHS don't add up to 100%, they add up to 44.8%, so they are slices of the TOTAL TV time. NFLX has 7.5% of the TOTAL TV time so if you want to get to how much it is of the STREAMING time you have to divide by 44.8%. Just some basic math, check the response from grok.

This is how I view this happening: Larry Ellison (40% owner of Oracle, worth hundreds of billions) = good friend to Trump David Ellison = Larry's kid that is given infinite money from dad David Ellison has decided in the past 10 years he wants to play mr monopoly man with dads money in the media sector. After all, what's a more fun sector to go into? So he takes dads money, buys sky dance, then takes more of dads money, buys Paramount. Now he wants to take even more of dads money, plus some outside money from a slew of Saudi funds, to buy Warner Bros. To David, it's like collecting pokemon cards. He's having fun growing his collection (with dads money). But then swoops in Netflix to destroy his plan. Netflix, because of their size and scale can more easily consume the cost of WBD and spread it across a far more massive subscriber base. Netflix gives an offer that David can't match. David is now upset, he's on the phone with dad saying "hey, can you get your buddy trump to block this acquisition! It's supposed to be mine!" His dad is saying "I'll see what I can do" Trump likes Larry Ellison a lot. Trump hates Netflix. After all Reed Hastings donated $9 million dollars to Kamala's campaign. And most Netflix employees are liberals. They have made a few movies Obama has helped produce. Nobody in the Trump admin likes Netflix. So Trump has a persona incentive to try and block this acquisition. Both for his like of Larry, and his disdain for Netflix. But Netflix has a few cards up their sleeves. They know that even with the purchase of Warner Bros and HBO, they still only have 9% of streaming TV watch time, which is hardly a monopoly. And Netflix is actually one of the few companies bidding on this asset that does not have a big movie production theatrical business like Universal or Paramount. So Netflix is confident that even with these personal headwinds they can win over regulators. How will it play out? I guess we'll see.

@joecarlsonshow @grok can you advise?

@joecarlsonshow If you are referring to The Gauge from May 2025, your percentages are way off. Netflix + HBO are 20% of the streaming market - (7.5+1.5)/44.8.

@joecarlsonshow If you are referring to The Gauge from May 2025, your percentages are way off. Netflix + HBO are 20% of the streaming market - (7.5+1.5)/44.8.

The same people that complained about the frustration about having to have 8 streaming services are now trying to argue that reducing that number to 7 is a monopoly and can't be passed by regulators. The combination of Netflix + HBO Max equals a combined 9% of streaming TV watch time. YouTube ALONE has 12% of streaming TV time. Netflix + HBO would still be below YouTube levels of TV streaming. There is a reason Netflix agreed to a $5.8 billion breakup fee.

@SayNoToTrading What does "Short" mean in the second column since I assume that you are not shorting. In some other statements you posted for other companies it said Long. Sorry I don't get this from my broker so just curious. Thanks and good luck.

Didn't have time to post it Friday because right after my final buy, which was last minute of trading, I started my workout. Bought 8,000 shares of Copart $CPRT As you know, I previously was doing +100 shares on any red day for the stock, but decided to break that rule. $RBA trolls can comment but I probably won't answer them.

@long_equity @stonkmetal But wasn't this the case when you added it to the portfolio?

Hi! Good to see you again. My concern with CSU is that the business grows through M&A, rather than organic reinvestment. This requires a pipeline of acquisitions, which as the company grows, will become harder to find. As a holding company of hundreds of companies, it's impossible to understand all the individual markets that they're operating in. So consequently, as an investor you have to take a lot of what they say on faith.

NOVEMBER 2025 Factsheet OUT: Arista Networks and Constellation Software IN: Lam Research The portfolio is optimised for return on capital, growth rate and pricing power. Cash Return on Capital = 40% 5yr FCF/share CAGR = 27% Only 3 of the 13 positions have been held for <12 months.