Clement Contestable

@ButlerBets Nevada?

States that have introduced prediction market restriction/ban bills this year (more can/will follow): -California -Connecticut -Georgia -Hawaii -Illinois -Kentucky -Minnesota -New Jersey -New York -Tennessee -Virginia -Vermont

@SayNoToTrading I’m beginning to think it’s easier riding momentum higher than grabbing at falling knives. I remember the Drop in $RTX in 2023. Was a great buy

As much as I hate elevators and escalators, I've decided to recreate United Technologies 6 years later, almost to the day. $RTX + $CARR + $OTIS Otis (one of the "Big 4" with KONE, Schindler, TK Elevator) together are around 70% of the North American market because: - Our elevator codes (ASME A17.1) make certification expensive vs. rest of world, so most global players skip it entirely since we are <5% of new installs. Not worth the hassle. - Moats are proprietary parts + exclusive long-term service contracts, blocking smaller competitors (unlike Europe/Asia where midsize firms force the Big 4 to compete). This is why elevators are 3x more expensive in the US and Canada, plus have horribly slow speeds, service, and antiquated features vs. elsewhere. EV/EBIT screenshot from @gurufocus. Forward is 14.5x which places it under 2022 low and places it at all-time low, similar to very lowest point during Covid. Keep in mind the spinoff date for $OTIS and $CARR stocks were within 2 days of Covid low. I hate elevators because they breed laziness. If you are blessed enough to be non-paralyzed and have even semi-operable legs, use them. Those in a wheelchair would give anything for such ability that you take for granted. Aside from pre-purchase inspection, I have never once used the elevator in my current house. Didn't use it in last place either, despite being a 5 floor iceberg house. I don't even care if you live on the 10th floor, use your damn legs, that you are blessed to have, you lazy glutton.

$Flut if the flutter team was any good their marketing team would be making fun of Kalshi being shutdown in Vegas. I’m still not understanding why with all the legal issues for the prediction markets, this still sells like regulated sports betting is dead

@SayNoToTrading Sounds like a bear thesis

About as long as I have been on here, I’ve compared $FICO to what $PYPL Venmo and $XYZ Cash App have gone through with Zelle. So many argued with me. So many said I don’t have a clue what I’m talking about with VantageScore. That I don’t understand mortgage securitization. That Dev Kantesaria is Jesus Christ reincarnated and I need to shut up. Yet to the best of my knowledge, none of these totally anonymous critics have founded, ran, and fully-owned a credit biz before selling it to a publicly traded financial company. Most monopolies don’t fall suddenly but gradually. Doesn’t mean $FICO is failing but it’s not in the position it was in previously. @griffonomics did an episode on this. youtu.be/9A94P-emvYw

@MikeDzikowski @DraftKings @RailbirdHQ @DKPredictions Huh? Prediction markets being banned from sports contracts is huge for Draftkings. All the new gamblers from Kalshi have to come to regulated gambling operators and every new state gambling is legalized in there is already a large pool of bettors who got a taste from PMs

This is very par for the course here for $DKNG and the leadership at @DraftKings. They buy @RailbirdHQ and launch @DKPredictions. This was their entry into California, Texas and Florida. Now there’s a bipartisan bill that is looking to ban sports betting via PMs. Just as @JasonDRobins announces the “Super App” - what’s the plan when/if prediction market sports bets are banned? They need prediction markets to stay legal IMHO. @contessabrewer forbes.com/sites/nathango…

creating shareholder value

I'm traveling to Cuba to let them know the McRib is back.

@TheLongInvest $Flut oversold with Kalshi getting sued by every state

What position can you not buy enough of right now?

@WALLACHLEGAL How can these guys afford to handle this many simultaneous lawsuits

"Even worse, unlike the handful of other states that have tried to override the CFTC’s exclusive jurisdiction by bringing state proceedings against Kalshi, Arizona filed criminal—rather than civil—charges, seemingly in the hopes of avoiding the risk of removal to federal court."

NEW: Kalshi urges Arizona federal judge to keep jurisdiction and not apply the Younger abstention doctrine despite related criminal case in state court, characterizing the timing of those charges (1 day after the federal lawsuit) as meeting "bad faith" exception.

@SayNoToTrading A macan isn’t A Porsche

Last night’s $UBER Eats driver was a white American driving a new Porsche. First time for everything.

@WALLACHLEGAL Yet the betting companies didn’t move at all on the news. And Selig made no comments

Xavier Sottile dodged a bullet. Kalshi's Head of Markets is not named as a defendant, even he though he certified the sports-event contracts as being in compliance with CFTC regulations. NFL = not for long

@AOC You need regulated gaming to pay for all the illegals on Medicaid, section 8 and SNAP programs

This is sad. I know as a politician these companies are going to spend a billion dollars against me for saying it but 🤷🏽‍♀️ Pervasive gambling is not good for society. It turns life into a casino, traps people in addiction & debt, surges domestic violence, and fosters manipulation.

@WALLACHLEGAL ?

Regulatory capture.

@TheLongInvest Play the game with the pieces on the board

When I had to listen to people say ‘Keep to charts, politics has nothing to do with the market’ I think we need to be honest with ourselves Trump has been awful for the market.

me? Islamophobic? some of my favorite terrorists are Muslims

@davidonchainx 12%??? Where

How to escape the matrix (easy): - Make $600,000 - Put it in a savings account with 12% interest - Earn $72,000/year in passive income - Travel the world and enjoy life What's holding you back?

@FanDuelPredicts Can you please drop Fanduel, and just call it Predicts. At least do this when they ban kalishi for a couple years and you can take the market with a decently named application

Hollywood is handing out statues. We’re handing out $25

🚨 Do you understand what happened in the last 12 hours? > A CEO of a $200 billion company said on camera that 35% of new grads won't find jobs. He didn't even flinch saying it. > Meta made $165 billion last year and is still firing 15,000 people because apparently record profit isn't profitable enough. > Some random guy in Florida sold his entire house in 5 days using ChatGPT. No real estate agent, no commission, no experience. Just vibes and a $20 subscription. > A man in Australia cured his dying dog's cancer with AI after every single vet told him there was nothing left to do. Built a custom vaccine from his couch. > The guy who created Uber and left 300,000 taxi drivers broke is back. Building robots now because apparently ruining one industry wasn't enough. > Tinder wants access to your camera roll. Your drunk photos, your 3am notes app meltdowns, your deleted selfies. They're calling it a "vibe check." > Naval, the man who made hundreds of millions investing in software, just said software is dead. Four words and the entire industry felt it. > And Anthropic removed the limit on how long their AI can think and then doubled everyone's usage for free. Because when the product is addictive enough you give the first taste away. All of that happened today. Not this week, not this quarter. Today. A random Saturday in March. This is worse than you being on meth.

@SayNoToTrading How do you like $meli here

SpaceX $X acting like $T $VZ and I’m not saying that in a good way: - Non-stop commercials on TV - Ads via junk snail mail - Discounts in your credit card Big telecom does this for brand recognition and it’s incredibly wasteful. SpaceX does this for same, in hopes it justifies $1.75 trillion IPO valuation.

@JackMiller1793 I add shares everyday

@ClementContest1 Oversold, huh? $FLUT could bounce fast if the sentiment flips. Are you in already or just watching?

Give me 1 NEW stock/ticker I should buy