Jacob Foshee

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Jacob Foshee

Jacob Foshee

@JacobInvesting

Hacker since 1990. Dad since 2015. Value Investor since 2017.

Houston, Texas Katılım Aralık 2017
2.4K Takip Edilen490 Takipçiler
Jacob Foshee
Jacob Foshee@JacobInvesting·
I just donated to the Internet Archive, the world's largest digital library and home of the Wayback Machine. Join me and chip in what you can! archive.org/donate?iax=ctx…
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Jacob Foshee
Jacob Foshee@JacobInvesting·
Who is going to $BRK? I JUST realized that I never received my credentials! 😱
GIF
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Jacob Foshee
Jacob Foshee@JacobInvesting·
Lowest price in ~4 years. Reporting tonight. Reduced my basis to $315. Buying back 4% shares per year. Growth of 9% per year w/ discount rate of 10% still gives fair value. Such a great ROE. Stockpiled inventory if we go into trade war.
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Jacob Foshee
Jacob Foshee@JacobInvesting·
Grifters don’t want you to read Warren’s letter
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Jacob Foshee
Jacob Foshee@JacobInvesting·
Mario Kart 8 will go down in history as one of the greatest investments of all time.
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Jacob Foshee
Jacob Foshee@JacobInvesting·
CEO selling shares while 10-K is delayed... 🚩? What do you think?
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Jacob Foshee
Jacob Foshee@JacobInvesting·
Old enough to remember when BABA was Big Tech.
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Jacob Foshee
Jacob Foshee@JacobInvesting·
$MSFT: AI consumption is growing faster than Azure. Some of it is capacity constrained.
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Molly White
Molly White@molly0xFFF·
Trump signs off with "Have a good time with your bitcoin and your crypto and everything else you're playing with"
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Jacob Foshee
Jacob Foshee@JacobInvesting·
I guess the stock DOES know that I bought it!
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Jacob Foshee
Jacob Foshee@JacobInvesting·
As usual Mr. Market sees 🌧️ where I see ⛅ $GOOGL
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Jacob Foshee
Jacob Foshee@JacobInvesting·
@ObscurValuation @ReneSellmann If I am a CISO I am looking very seriously at competitors. Does CrowdStrike have a major moat that prevents customers from leaving? Their price assumes growth to $10B revenue and 80% profit margins or something along those lines.
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Jacob Foshee
Jacob Foshee@JacobInvesting·
How is CRWD not down 50%? I know I should reserve some judgment but this reflects extremely poorly on the culture there.
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