Albert

11.8K posts

Albert banner
Albert

Albert

@LB_trice

The road to success is always under construction 🏗

Toronto, Ontario Katılım Şubat 2022
79 Takip Edilen192 Takipçiler
Jon Flynn
Jon Flynn@JonFlynnREstats·
Gas in 🇨🇦 $4.55 USD/gal Gas in 🇺🇸 $3.25 USD/gal 29% cheaper I can drive across an empty bridge thanks to the elbows up crowd and save $20/tank (even after toll).
Jon Flynn tweet media
English
530
391
2.6K
112.2K
Unemployed Value Degen
Unemployed Value Degen@SFarringtonBKC·
@thegresearch It's under some sort of weird short attack right now lol. Going to need more quarters of results I supposs
English
1
0
0
96
Guardian Research
Guardian Research@thegresearch·
What are you buying that the market is selling off?
English
5
0
3
1.6K
MeadowShadow
MeadowShadow@meadowshadow·
@JonFlynnREstats What did you tell the officer about your reason to cross the border? Pump up gas? 🫢
English
3
0
0
1.2K
Wealthsimple
Wealthsimple@Wealthsimple·
Did you know? A Wealthsimple chequing account has 50g of protein.
English
24
2
293
29.9K
Albert
Albert@LB_trice·
@torontoarchive @Satoshi_Stackz @Wealthsimple I had the same page showing the same thing for months. Then I tried opening a credit card account and I got the car within 4 days. Have you tried actually opening a credit card account?
English
1
1
1
36
Open Source
Open Source@PantexCap·
I mean - I’m now being a jerk about it, but like tell me why I’m wrong? The arguments are lazy and not accurate. I’m wrong about stuff all the time, and I do surface level analysis sometimes and am totally wrong - I love when people correct me cause then I learn. I probably should have been nicer to start, I apologize for that, but just frustrated at the narrative. And I asked to expand and got nothing so I stick to my view until proven otherwise
English
1
0
1
79
E Han
E Han@torontoarchive·
@Satoshi_Stackz @Wealthsimple Been a loyal client for 6+ years, and im still on waitlist, they only prioritize wealthy or new clients. I guess you fit either one. But congrats to you
English
1
0
2
62
Albert
Albert@LB_trice·
@SummerSnowUSA That’s a cup-half-empty mentality. Unless you’re retiring in the next couple years, which then I would understand, a 50% drop for a company you believe is very undervalued is a blessing, regardless if it’s 28% or 100% of your book. It’s just an opportunity to buy more
English
0
0
1
37
Summer Snow 🇺🇸
Summer Snow 🇺🇸@SummerSnowUSA·
@LB_trice Well I guess I would agree if I had a smaller position size. When a stocks is 28% of your book a 50% haircut isn't as appealing...
English
1
0
1
27
Unemployed Value Degen
Unemployed Value Degen@SFarringtonBKC·
Help me name my new podcast! Post more ideas in comments. Retweet if you think it's fun.
English
19
2
18
2.9K
Albert
Albert@LB_trice·
@SummerSnowUSA @SFarringtonBKC @rogercfr So, again, this is something we should be hoping for; not worrying about. I would not be worried if the flat screen TV I’ve been eyeballing for the past 3 months drops 50% in price over the next couple months.
English
1
0
2
40
Summer Snow 🇺🇸
Summer Snow 🇺🇸@SummerSnowUSA·
I already have a very sizable position and, as we saw during COVID, once an overvalued market starts crashing all correlations go to 1. Selling begets selling. Even companies with improving fundamentals like Abacus can go through 50%+ downturns. The containership company $DAC dropped 80-90% peak to trough in Q1 2020. Even though the fundamentals improved dramatically. And then it 21x bagged. And I'm not normally one to time the market, but this is one of the rare exceptions to that rule. Between tech bubble-esque euphoria and consolidation at the top, the passive investing bubble, rumors of issues with private credit, and the very very very real catalyst of Iran, the danger of a severe correction is extremely heightened IMO.
English
1
0
1
75
Albert
Albert@LB_trice·
@ArthuronHL @leevalueroach I wonder if there was something that happened in 2008 that caused stocks to crash…. 🤔🤔🤔
English
0
0
1
136
arthur.hl
arthur.hl@ArthuronHL·
Not saying you're wrong, but blackberry stock price nuked from 2008 to 2011 despite great earnings during that period. The market forecast period was initially pricing blackberry like it had a network effect / strong moat, in 2011, it was priced as a declining stock (which it was)
arthur.hl tweet media
English
3
0
9
1.6K
Lee Roach
Lee Roach@leevalueroach·
The market dumped $ADBE 6% for beating on revenue, beating on EPS, and reaffirming guidance. Let me get this straight: 10.8x forward earnings. 12% FCF yield. AI ARR tripling. $22B in remaining performance obligations. Sell it because the CEO is retiring after 18 years? I'll take the other side of that trade all day.
English
37
10
193
41.6K
FindleysFinance
FindleysFinance@FindleysFinance·
The company can continue to grow, thats fine. But even after the massive drawdown in share price, the company is barely trading at fair value today. I use a GARP approach to valuation to shed some light on how I come to this conclusion. Basically, they have a PEG greater than 1.0 still, making this not super attractive to me. Especially when I have questions about the durability of their future cash flows, which then requires a larger discount on DCF calculations.
English
3
0
4
779
Mindset for Money
Mindset for Money@Mindset4Money_X·
BRO THIS CHART IS INSANE!!! $ADBE
Mindset for Money tweet media
English
53
50
638
92.8K
Liberty
Liberty@DividendLiberty·
@fiscal_ai It’s forward looking same happened with sears was still very profitable
English
2
0
0
652
Fiscal.ai
Fiscal.ai@fiscal_ai·
Adobe is going out of business in the weirdest way possible... $ADBE
Fiscal.ai tweet media
English
51
67
1.1K
133.4K
august bear
august bear@augustxbear·
@fiscal_ai Guidance for growth of ARR in FY26 is ~10.2%, FY25 was ~11.5% and FY24 was higher than that.
English
2
0
1
170
Unemployed Value Degen
Unemployed Value Degen@SFarringtonBKC·
Market reaction on $ABX is one of the most ridiculous things I've ever seen.
GIF
English
9
1
26
3.4K