CC Visuals

@MonoldSamuel @Murfey6 nope live odds had it 50/50 right at the end of round 4

@Murfey6 This is it. The dumbest shit I’ve read today

If Topuria would’ve kept fighting I believe he would’ve won, gaethje was gassing, but not bad stoppage from his corner

@EdbieLigerSmith the idf had snipers on the roof if he tried that

Coulda brought up the Epstein files and instead he told a joke that was funny in 2020. You let America down Josh Hokit.

@TheGarpInvestor @joecarlsonshow Take it from musk so the government can waste it on bullshit wars and fraud? Absolutely gotta fix waste before we hike taxes

I am about as big a capitalist as can be, but even I come to question the system when someone can become a trillionaire, when so many are left hungry and with terrible access to healthcare. In no way do I want to confiscate his wealth, but the tax system should be designed in such a way that he has to actually pay taxes. Right now, he has no need to ever sell stock and therefore he just borrows against it to fund any purchase he wants to make backed by his vast stock holdings. Buy, borrow, die. That means there is no taxable event and the government never gets tax revenue. That is a poorly designed system. Smart for billionaires to do it this way, but bad for the country. I disagree vehemently with Bernie and Warren, but something needs to change. Our country should encourage entrepreneurship and building the biggest, best companies here in America, but the government is entitled to some level of tax revenue. The step-up in basis at death compounds this further. Heirs inherit appreciated assets, the embedded gains disappear, and a fortune passes across generations with minimal tax friction. There is an estate tax, but given access to the best lawyers and accountants, that too is often able to be bypassed with the array of loopholes available. That isn't capitalism rewarding achievement, it's the tax code conferring a dynastic advantage.

It’s disappointing that right as the biggest ipo happens in American history, rather than celebrate the achievement, we have to deal with a bunch of socialist politicians scheming about how they can steal his wealth. I’m no fanboy of Elon Musk, but you don’t get to rob someone, even through the euphemism of taxes, just because you don’t like them. This vindictive and jealous attitude towards wealth creation would be the downfall of our country. And if we really want to punish something in society it should be Kalshi and Polymarket. They turn every aspect of life into a degenerate casino. These companies are much more of a problem in society than anything Elons companies are doing.

@JRambo0810 @davey_juice I wish you the best of luck

@CCVisuals_ @davey_juice Great now I’m buying at 8x

It's funny how most bulls are trying to skew the narrative by including inorganic growth in growth and saying $adbe is accelerating when it's clearly decelerating

@JRambo0810 @davey_juice heard this at 16x too

@CCVisuals_ @davey_juice Sure bro can’t wait for this to go to 4x earnings so I can lose half my money

@JRambo0810 @davey_juice and this is why you will lose money

@davey_juice Growth is growth. And who gives a fuck this thing trades for 8x earnings

@ariaradnia driving looking through the rear window!

Does this look like a dying company to you? 60% market share 18%+ earnings growth 12% organic rev growth Main AI product growing 75% 94%+ subscription retention rate 50+ standalone apps, 20 bundled together 50% of users work at enterprises with 10k+ employees $ADBE -8%

@mauerstrasse @ariaradnia mostly fx actually

@ariaradnia To be fair though, the accelerating revenue growth comes from the Semrush acquisition and is not organic

A DYING BUSINESS DOESNT ACCELERATE REVENUES $ADBE

@PronkDaniel ROIC?

What would you pay for a business: - growing 70% consistently - has 60% margins - huge TAM - at least 15 years of growth left - wide moat What's a fair multiple?

@Shrine259 @PronkDaniel CSU, Mastercard, S&P Global all very attractive with little downside imo

@CCVisuals_ @PronkDaniel What are your top 3 for that situation

I think I'm going to look back on 2026, see how clear some longs were in the market, and wonder why I didn't go even bigger. I know the markets are near all time highs, but there's a significant amount of value out there.

@Gubben89 Aths will come quickly

People starting to realize that Constellation will be winners on AI depression and AI development.. $CSU.TO

@dcurras1 Truly amazing fundamental performance. I think ATHs are coming a lot sooner than people think

What a first half of the year 🔥 $CSU $CSU.TO

@ariaradnia Cheap? huh?

Not a big $BTC believer / bull by any stretch of the imagination but this thing looks cheap here Down 50% from all time highs in less than a year?

@SwissKnifeInv @sidecarcap ermm maybe not the best example lol

@sidecarcap You nailed it. The CEO is the signal everyone skips. It’s why I own $VFC. Bracken Darrell turned Logitech into a 10-bagger before he ever touched apparel. Different industry. Same operator.

Investors will spend weeks on channel checks, expert network calls, and deep “fundamental research,” and overlook the highest quality signal is often the CEO’s track record.

My biggest investment mistake was investing like I was 21 when I was 21

@ZezimaLincoln @finphysnerd They dont need to, if you just get fcf growth on these and a flat multiple you do great

@finphysnerd The main question is why should multiples revert to historical levels? On a 5-year look back basis, asset inflation from monetary policy brought equity multiples, esp, for compounders, up. I wouldn’t bet that they return to prior levels anytime soon.

The selloff in the high moat, compounder names is getting ridiculous. The irrs I get for some of these co's as long as they don't royally shit the bed are pretty attractive. Stuff like $SPGI, $MA, $V, $BR and now add $CME, $CBOE and $ICE with their recent selloff. Steadily adding

@JerryCap MCO worth the premium for better management?

If $SPGI hits 17x earnings you can go full port and stop caring about AI stocks

@ariaradnia Other ~10%

Drop your portfolio below, I’m gonna rate it out of 10 for a youtube video 👇