trader jones

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trader jones

trader jones

@Jones__Trader

Katılım Ocak 2018
1.5K Takip Edilen5.9K Takipçiler
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trader jones
trader jones@Jones__Trader·
2019's RSI and Chart look very similar to the 2015 chart. Black lines are Bitcoin Halving dates. Maybe the bottom is in.
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Negligible Capital
Negligible Capital@negligible_cap·
Insurance brokers getting hammered today after Anthropic listed a job posting for an Insurance Industry Advisor. Posting seems like the role is to collaborate with existing brokerages but who cares I guess. $BRO, $GSHD, $AON, $RYAN, $WTW etc underperforming
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trader jones
trader jones@Jones__Trader·
Im staking my hype not for the yield, but strictly so my retarded ass can't sell it at a moments notice if i get scared
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FitDadRx
FitDadRx@FitDadRx·
For a cheap preworkout this one is pretty hard to beat. Nutricost getting a lot of my money these days.
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Bryan Johnson
Bryan Johnson@bryan_johnson·
I'll be live streaming the 5-MeO-DMT. Am putting together the line up. Who should we have call in?
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Dan
Dan@KettlebellDan·
about to save myself hundreds of $
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Nick
Nick@nickcammarata·
meth addict: how do realizing who I am and wellbeing independent of conditions help with the dharma’s ultimate goal of more meth? Bay Area meditator: how do realizing who I am and wellbeing independent of conditions help with the dharma’s ultimate goal of more relationships?
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trader jones
trader jones@Jones__Trader·
@Will_Schryver Wow, close to 35x. That is crazy In the insurance world we are seeing a contraction from public broker ATHs a year ago. They were average 17x-18x and down to 11x-13x. Starting to feel some pressure in private markets Good thing about home services is no AI disruption
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Will Schryver
Will Schryver@Will_Schryver·
@Jones__Trader Crazy indeed. If you want to see a really crazy multiple, look up Rollins $ROL
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Will Schryver
Will Schryver@Will_Schryver·
Private equity is going all in on HVAC Notable PE-backed HVAC deals: ~18.5x Champions Group (2026) ~17.0x Redwood Services (2025) ~17.0x Sila Services (2024) ~20.0x Goettl (2022) ~16.0x Burton (2021) ~17.0x Southern HVAC (2021) ~16.0x Any Hour (2021) ~16.0x Sila Services (2021) ~15.0x Service Champions (2021) ~16.0x Heartland (2020) ~17.0x TurnPoint (2020)
Will Schryver@Will_Schryver

$2.5 Billion deal 18.5x+ EV/EBITDA multiple $130m+ Adj. EBITDA Private equity makes another massive investment in residential HVAC

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Will Schryver
Will Schryver@Will_Schryver·
What part of the cycle are we in when lumberyards trade for 10.7x $QXO is acquiring Kodiak Building Partners for $2.25B Kodiak generated ~$2.4B revenue / ~$211M EBITDA Few years ago I was on the sell side for a lumberyard and we were lucky to get 6x PE-backed consolidating platforms targeted 8x upon exit so Kodiak trading for 10x+ is extraordinary
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Saul
Saul@litigiouspeepop·
Crazy to think how much higher Boden would’ve gone if they had just directed fees to sleepy joe Anyway, happy birthday @Jones__Trader
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trader jones
trader jones@Jones__Trader·
I market sold six figs of wif when I woke up and saw this video
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Kyle Corbitt
Kyle Corbitt@corbtt·
Feels surreal to me that you can still walk around an office in 2026 and see rows of white-collar workers editing spreadsheets, reading docs, writing memos. This will all be gone in two years, just like the human "calculators" of the 1940s. Do they know it?
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trader jones
trader jones@Jones__Trader·
What if bitcoin hitting $100k was like boden hitting $1 but on a longer timeline
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trader jones retweetledi
trader jones
trader jones@Jones__Trader·
When you start to fear you might be wrong about it all That’s when you buy I still believe, for now
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trader jones
trader jones@Jones__Trader·
@litigiouspeepop The groupchat is discussing the demise of Wendy’s 4 for 4 because bitcoin is at 73k
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Saul
Saul@litigiouspeepop·
Bitcoin is at 73k and the groupchat is discussing the demise of the Wendy’s 4 for 4
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trader jones
trader jones@Jones__Trader·
Having a ninja creami is crazy because it’s claude code for ice cream
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