J.D. Banker

"When in doubt, do nothing" -Mikhail Kutuzov

@Mr_Neutral_Man @compoundpapi You crushed this leaps trade.

Thanks to the Nicotine gang headed by @compoundpapi I sold most of my $BTI LEAPs today and kept the remaining 25% I think we go through a bit of a rough patch going forward as the world realize that SOH isn't open for business and we're higher for longer

Oh sorry I meant towards the entitlement part of your reply — too many people today think they should have everything, the GX and the topped up brokerage accounts and a beautiful freshly renovated home. Life’s a trade off and it feels like people’s expectations have started to become “why should I sacrifice at all?”

We can afford the car we want. I’m just having a very very difficult time wanting to spend that much on a Lexus GX which is likely the last gas powered car we buy but will be great for our roadtrips and camping in the middle of nowhere which is where most national and state parks are Versus it’s invested and growing or generating income/ dividends

You all should read some actual SAHM groups and not just aspirational SAHM porn that shows up in reels and TTs.

@JulieChangRE @KristyT You can have anything you want in this life, but you can’t have everything

@KristyT Yup. I’m not a SAHM and I’m driving a 13 yr old Acura. Because I understand the difference between want and need. Too many entitled people these days

@QQQ275Soon @nikitabier Whoops I’m part of the problem. Sorry!

Peak Twitter algorithm @nikitabier

He's trying to plug in the USB cable. Make it not fit. Now that he's flipped it, make that not fit as well. Good, he's flipping it back to the original orientation. Make it slide right in.

@t_m_t_y_r Fibermaxxing, lol yea!

@DadInvest Fibermaxxing

I’m 40 now so i have to tell you about the hottest new health trend: Metamucil before dinner. Don’t knock it till you’ve tried it. Extra fiber fills me up and comes with other key dietary benefits. Highly recommend!

@judgebushwood @Mr_Neutral_Man And from what I understand, they pissed off plenty of subscribers with their tactics so I’m sure a large portion of churn these days is pretty gleeful about it.

@DadInvest @Mr_Neutral_Man FWIW I know about a dozen ppl that have cancelled their sub lately for new entrants and I’m one of them. Obv take awhile to erode moats but their data chokehold is def loosening

Money is probably coming out of quality compounders trading at 30-50x pe to go towards AI thematic plays Why wait 5 yrs for 20% cagr when you can get 20% a day?

@volatilitysmile @choffstein @AjaxHamiltonian @bennpeifert Correct take

@choffstein @AjaxHamiltonian @bennpeifert It’s a cruel business. I’ve never danced on graves on the way up, knowing full well I’ll meet the same people, or worse, their ghosts, on the way down. Hope he is ok.

I don't understand the grave dancing on QVR's downfall. It's tough to build any business and sad to watch a few bad months sink 5+ years of hard work. I hope everyone there lands on their feet. I really don't get the pile-on against @bennpeifert personally. He's contributed tons of education to the discourse on options/volatility on this hellsite. You can dislike his politics/personal choices without cheering his downfall.

@bankerbrady I will sign up for JP’s Positive Pay tomorrow!!

@DadInvest ACH Filter is your friend. Get it. Now. Then you can sleep.

I had a nightmare last night somebody zelle’ed themselves all our business deposits. Woke up in a cold sweat.

@mcarlson72 I was inspired by a friend years ago.

@DadInvest I’ve been in the MuceTrain for quite a while. It’s only positive.

@Mr_Neutral_Man I agree. Put it on my watch list. If it gets to the mid/low 20s I’ll bite.

@DadInvest Probably not cheap enough yet Still looking for shorts or targets for puts Did well with puts in $CTAS earlier this year

It was my largest position before the run-up and increased to almost 20% of my pa, 40% of my kids’ UTMAs, so take some chips off the table after holding from a $7 basis to go back to the same $$ exposure we had just last month. Not a growth guy, not as excited about these new products/JVs as you.

@DadInvest What's your opportunity cost? And why sell a week before they share more details about their compressor market TAM, eProducts and industrial turbo runway? Earnings headed in one direction ↗️

Ok I sold 40% of my stake. 17x this year’s earnings? I was here when it was 5x but this is too rich for my blood.

@jackedcatman 4tsp! I just take 1 heaping tsp and golly am I regular!!

@DadInvest I got a high LDL reading and started taking 4 tsp per day. Everything is better. Weight down, less hunger, most regular I’ve been in my life.

@kaltersb @ActuallyFinance @zugmanfabio 💯 well said

@DadInvest @ActuallyFinance @zugmanfabio The slow, almost non-existing grind allowed them to buyback a ton of stock at very attractive levels - ultimately creating more upside for when the market came their way. No grind, no 4-bagger.

@wbridgefa Lower cholesterol!? That’s awesome. I’ve cut my drinking to try to lower my blood pressure without needing Rx.

@DadInvest I got the orange flavored from Amazon. Also drinking a lot more water. My cholesterol is lower.

@DailyTaxMemes @wlthyaccountant I would immediately be suspect of anyone who prefers power or fame over money. As Bill Murray said “if you want to be famous, try being rich first and see if that doesn’t satisfy the itch.”

@wlthyaccountant Could not care less about power mate

Would you rather be rich or have power? (You can't say both.)

@prideandfury lolol!

@DadInvest who bookmarked this. show yourself cowards

It’s time to build (data centers). It’s going to happen, but Kentuckians are not capable of getting out of their own way. Will resist any form of new business venture so they can continue to receive government transfers to keep them afloat. And I say this as a born and bred Kentuckian.

Nobody wants an AI Data Center in their backyard. Kyle Ray, a musician from Kentucky, is protesting the construction of an AI Data Center near Mammoth Cave. He's right: corporations have exploited Kentucky for years, and once built, these centers require minimal effort to operate. #DemsUnited

@BondKingJanusH1 I like chemicals!!

@DadInvest There was a time when fruit and vegetables were eaten to do these things.