DC1

7.1K posts

DC1

DC1

@Dieselcapital1

Not an investment professional

On twitter Katılım Mart 2020
823 Takip Edilen444 Takipçiler
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DC1
DC1@Dieselcapital1·
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Donald J. Trump
Donald J. Trump@realDonaldTrump·
Iran never won a war, but never lost a negotiation!
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Brandon Beylo
Brandon Beylo@marketplunger1·
Before and after investing in junior miners.
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DC1
DC1@Dieselcapital1·
600m in total after hours from the print to the 930 open to shave 20b off $intu pays well for someone who has puts on. probably 300m directional. crazy thin mkt
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DC1
DC1@Dieselcapital1·
@CloisterRes walton locked float vs mkt cap passive bid. traded float pretty low for mkt cap so levitates over time via passives. Bigger = more passive. walton's dont sell = perpetual motion machine... Passive is very sloppy now with these mega caps if no one sells
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McGriddle Connoisseur
McGriddle Connoisseur@CloisterRes·
Can someone explain to me why $WMT has gone straight up in a line and trading at a 50x PE? Do they have some chip fabs hiding in Bentonville that I didn’t know about or something?
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DC1@Dieselcapital1·
time to trim fat.. $intu sbc 12.5% of net income
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RiverRoadPartners
RiverRoadPartners@partners_road·
Morgan Stanley’s Truckload Freight Index painting a very bullish picture of trucking/transport (and broader macro): “this update marking the 8th outperformance in the last 9 updates…at the highest level for this time of yr since we began tracking this data ~30 years ago.”
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DC1
DC1@Dieselcapital1·
the discrepancy between who pays top brackets is retarded in US. 600k vs 6m basically treated the same. Which is a joke. Ratcheting up tax brackets between 200-500k really misses the plot vs. those with capital who free roll.
Shay Boloor@StockSavvyShay

Jeff Bezos said the bottom half of Americans should pay zero federal income tax. He cited a nurse in Queens making ~$75K and paying ~$12K in taxes saying “we shouldn’t be asking this nurse in Queens to send money to Washington.”

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DC1
DC1@Dieselcapital1·
you can buy Dec 26 oil at 80$ us gulf coast if you own a ship. The oil market is looooose. Mind you rigs were being pulled sub 60.... zero panic in the tape, still.
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DC1
DC1@Dieselcapital1·
The people comparing nvda to mu earnings kill me on here. Its a lot of noise. Should we do the same with aapl and xom? Sort of the same thing.... mass produced interchangeable commodities vs. something else. Wont get the same multiple.
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DC1
DC1@Dieselcapital1·
@basadomente there will be 100-150m buyback this qtr. They actually don't chase at any price, which is good. They did 150m when we were in 70's 7 months ago.
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basame
basame@basadomente·
$ANF is holding an irresponsible amount of cash. Shareholders don’t want to earn 3% nor do they want management to make any dumb acquisitions. Buyback program should be doubled from $450m/yr to $900m
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StockCats
StockCats@RealStockCats·
I've taken the liberty of updating that old outdated "market cycles" graph
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zerohedge
zerohedge@zerohedge·
*TCI CUT MICROSOFT STAKE TO 1% OF PORTOLIO OVER AI CONCERNS: FT
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Connor Bates
Connor Bates@ConnorJBates_·
April Nonfarm Payrolls 115K vs. 67K consensus; prior revised to 185K from 178K
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Rick J
Rick J@rickjeff78·
"The Strait of Hormuz will be opening soon." per an Arab source. The Arab Source:
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Turnbull
Turnbull@cturnbull1968·
Jerome Powell reviewing the cost overrun of Trump’s ballroom from $200M to $1B in just 6 months.
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