@YouTubeCreators no idea what happened called it shadowban or whatever it is at the end Slow Death
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ShamelessCloner
1.2K posts
ShamelessCloner
@ClonerToPower10
Investor | Youtuber | Founder AUM: $100k Follow to get investment ideas.
Katılım Ekim 2024
57 Takip Edilen119 Takipçiler
I tried to analyze all the stocks here is the ones I think are a buy and why:
$KNSL: Insurance mc ~ $7.0B
Thesis: 24% operating ROE, EPS +38% YoY, trading at ~40% discount to 5yr avg P/E.
$SFM: Specialty Grocery mc ~$6.9B
Theis: Zero debt, raised guidance, 10% e-commerce growth, 150+ store pipeline.
$BIRK: Luxury Footwear mc~$7.0B
Theis: 18% constant-currency growth, 70–80% unfulfilled wholesale demand, 55%+ gross margin demand structurally exceeds supply.
$MOH: Managed Care mc~$10B
Thesis: Adj. EPS $2.35 beats; $42B revenue guided; $1.08B operating cash; sub-10x forward adj. earnings after sell-off
$NEU: Petroleum Additives mc~$6.3B
Theis! Near monopoly petroleum additive margins; steady FCF; low cyclical risk; consistent capital return
Others are a Pass
Cassandra Unchained@michaeljburry
It is not too late @ryancohen $GME , a list of alternatives from February 2nd: $NXST 6.3B $SAM 2.3B $SFM 6.9B $W 14B $BRKR 7B $MOH 10B $BIRK 7B $SFM 6.9B $SLM 5.5B $NAVI 1B $FMCC 4.8B $FNMA 9.7B $DOM LN 1B $FND 7.4B $POOL 9.5B $KNSL 9.2B $NEU 6.3B $FTDR 4.3B $DOM 14B $OSIS 4.6B $IDT 1.4B $JACK 400mm $SIG 3.8B $ETSY 5.5B $OVV 11B $TDOC 1B $ROKU 15B $GOOS 1.2B $WYNN 11.3B $BEN 13.5B $CMA 12B $HP 3.6B $ADT 6.7B $RH 3.8B $M 5.3B $MGM 9.2B $AGO 4.5B $ANF 4.2B $WTM 5.2B
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Youtube depression is real.
YouTube Creators@YouTubeCreators
analytics tell a story your comments don’t
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I went to buy a 13 inch MacBook Air and had a simple question: do I really need to buy a new charger?
I told the salesperson I already had a MacBook Pro charger. He asked, “Is it 70W?” I said, “Honestly, no idea.” Then he goes, “If it’s higher wattage, it could damage your battery.”
Now I’m thinking… okay, maybe he knows something I don’t. So I’m like, “Fine, I’ll get one.” Then I jokingly say, “You’re a good salesman.”
The way he smiled after that? Yeah… really evil smile
That’s when I paused and thought, hold on this doesn’t sound right. So I backed out: “Actually, I’m good. I’ll just take the laptop.”
And yeah… turns out higher wattage chargers don’t damage your battery anyway 😅
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I'll do something spread 10k over few of these stocks $FNMA and other ones
Cassandra Unchained@michaeljburry
It is not too late @ryancohen $GME , a list of alternatives from February 2nd: $NXST 6.3B $SAM 2.3B $SFM 6.9B $W 14B $BRKR 7B $MOH 10B $BIRK 7B $SFM 6.9B $SLM 5.5B $NAVI 1B $FMCC 4.8B $FNMA 9.7B $DOM LN 1B $FND 7.4B $POOL 9.5B $KNSL 9.2B $NEU 6.3B $FTDR 4.3B $DOM 14B $OSIS 4.6B $IDT 1.4B $JACK 400mm $SIG 3.8B $ETSY 5.5B $OVV 11B $TDOC 1B $ROKU 15B $GOOS 1.2B $WYNN 11.3B $BEN 13.5B $CMA 12B $HP 3.6B $ADT 6.7B $RH 3.8B $M 5.3B $MGM 9.2B $AGO 4.5B $ANF 4.2B $WTM 5.2B
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Some fields work in theory but not in practice. Some fields work in practice but not theory.
The uniqueness of economics is that it works in neither theory nor practice.
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Yacktman Asset Managment reported and their biggest buy of Q1 2026 was $PYPL while the biggest sale was $CNQ.. 😱😱
I woudnt touch $PYPL, but lets see what happens..
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I was pitching tenachine.com (serious strategy backtesting) to JP Morgan like a pro, only to learn their execs prefer back-alley trades.
Alleged office sex slave saga dropping today... Finance gonna finance.
Backtest your ideas safely, folks. No HR nightmares. tenachine.com
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Please goooood I m begging you make them miss
GIF
Mindset for Money@Mindset4Money_X
The fate of the world is decided on Wednesday
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You can make a lot of money just by trading this simple strategy:
Buy when rsi is below 30 an exit if it's above 70.
Your win rate is going to be 78% and profit factor of 3.3 but you need the stomach for drawdowns that are going to be on the 60%
You don't believe me ?
Try it by yourself here tenachine.com
or watch the full vidéo here where I run it on 500 stocks of the SnP
youtu.be/TJJl47WS7Uo
YouTube
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Nearly impossible to determine the quality of an investor whose returns come from a single concentrated factor bet
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"Omg Micheal Burry shorting $NVDA and just went long on $ADBE I'm doing the same"
Micheal Burry performance
Polymarket Money@PolymarketMoney
Nvidia’s market cap has now increased by more than $2.15 trillion since Michael Burry began shorting the stock.
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