Andrew Kuhn

He finally capitulated on his $200 oil calls after 76 days of Hormuz shut. Send oil vertical tomorrow.

Nvidia getting absolutely crushed today Down to $226 Yikes So glad I didn't buy this mess at $15 a share five years ago

Every public company CEO should study Henry Singleton. 1961–1969: used Teledyne's nosebleed P/E as currency to roll up ~130 companies. 1972–1984: when the multiple collapsed, retired 90% of the share count across 8 tender offers. Result: 20.4% CAGR from 1963–1990 vs. 8% for the S&P. Reversing your capital allocation policy 180 degrees when valuation flips is the part nobody copies. Issuing stock when it's expensive and retiring it when it's cheap sounds obvious. Almost no CEO actually does it.

podcasts.apple.com/us/podcast/ep-… open.spotify.com/episode/5ciE5v… youtube.com/watch?v=ctABvY…

New pod is up! Continuing on with going A-Z in $IGV $CCC $CDNS $CIFR $CLSK $CORZ $CRCL $CRM $CRWD $CVLT $CWAN $CXM $DBX $DDOG $DLB $DOCU $DSGX $DT $EA $ESTC

@tk_financial Definitely more insulting lol

@FocusedCompound It’s comical that they pay such a low payout ratio. I’d almost rather not receive anything.

I finally did the work on Nvidia. Great company. Huge demand. Terrible dividend yield. Pass.

@UncleInvest Sad!

@FocusedCompound That small dividend is $1B in total.

He just made a deposit into his brokerage account and bought a boring dividend stock. Now have growth stocks shoot up 50%.

Value investing

Inflation is out of control. A simple dinner with 3 friends now costs over $1.1 million.

@mungerscigbutt @keith_sessions @Mitch_Martin22

@keith_sessions @Mitch_Martin22 @FocusedCompound thats the joke

Yikes. Nvidia investors are only getting a 0.018% dividend yield So glad I have my money in high-yielding corporate bonds that pay me 100x as much as Nvidia does Value investors win again

Fully invested but feeling pretty uneasy about it. Also holding a decent amount of BNO calls. If you had told me at the end of last year everything that would happen, I never would’ve guessed we’d be trading where we are today. A lot of people I talk to seem to feel the same way. Not really sure what to make of that.

@FocusedCompound I see very few people talking about this. How are you positioned? I'm very serious. I'm fully invested but hedged with various instruments. Did take my gross down by 15% recently after a teens % rally

Just analyzed the last several months worth of market data Here's every scenario that could play out and exactly what it means for the market: Deal with Iran announced = Market hits all-time high Negotiations underway with Iran = Market hits all-time high Iran walks away from negotiations = Market hits all-time high No deal with Iran = Market hits all-time high

Looking forward to the Nasdaq making a new all-time high every day this week