LoneStocks

@fkronawitter1 "Japan's first line of defense is its vast strategic oil stockpile, amounting to around 254 days' worth of supplies. This system was set up after the shocks from the 1970s Arab oil crisis."

@fkronawitter1 Doesn't Japan reportedly have the highest SPR measured in days of consumption?

Oil shortages are currently reported in - Japan - Vietnam - Thailand - Australia - India - Indonesia - Korea The list grows every day that Hormuz is closed Unresolved, the global economy has ~ 14 days until it falls off a cliff Markets will pretrade it, I think next week

@fedex774 Didn't it drop from 71 to ~55 euros before anyone posted anything? Sure, it dropped more afterwards, but the bulk of the drop cannot be attributed to the latest fintwit drama IMO.

@LoneStocks No bro, the crash began when he posted about his sale. I'm not saying its fair or unfair, i don't care, I'm just stating an undeniable fact

SHELLY $SLYG is casually down 40% from the highs because some random guy on FinX who inherited some money from his mother put up a fund and decided to sell the stock and call it "suspicious".

@fedex774 I highly doubt it. I personally know people who installed the products, and they recommended them. Intellego could've fibbed to no end, no one could've reasonably verified what they were doing or who their customers were.

$SLYG is now getting called the new Intellego $INT. I'd say one big difference is that Shelly's products are real, you can see them and buy them on Amazon and they got tons of reviews. On the other side numbers do look surprisingly good tbf. Is it the new Intellego?🧐

@jptissot1 @SharogradskyM Much appreciated, thank you!

Sure, the figures I referenced come from the consolidated financial statements of Shelly Group SE. In consolidated accounts, all intercompany balances between the parent and its subsidiaries are fully eliminated. That is a basic IFRS requirement. What remains in the BGN 153,861K trade receivables line is exclusively what external customers — distributors, resellers, channel partners — owe to the Shelly group for goods already shipped and revenue already recognised. What you may be looking at is the parent company standalone financials, where the holding entity does show receivables from its own subsidiaries. That is a separate document and a completely different picture — it tells you about internal group funding flows, not about whether end customers are paying their invoices. The consolidated report is the right document for this. Hope it helps

Mark @SharogradskyM , we spoke a few days days ago and various times post Shelly results. I shared my concerns, my questions and my reasoning directly with you. You had no answers then to my precise questions. Now that I've published what I did, which I see as a duty given my vocal support for Shelly, you respond not to a single question I raised — but to the fact that I sold and decided to misinterpret my previous messages. The €10B comment was not a price target - Please tell how that can be? I am seriously curious how that can be interpreted? In fact, it was the opposite; it was a warning, a concern. Here is exactly what I wrote: "The path from €1B to €10B will be a challenging one. Now is the time for Shelly to think more ambitiously about its talent and its Board of Directors." And on Twitter days before the results: "What brought Shelly to €1B is not the same as what will bring it to €10B… the job is not finished." When you see me writing that instead of praising — that is the signal. It was never bullish. It was me growing uncomfortable. On "one quarter" — I flagged this on the February 2024 earnings call. Two years ago. That is not a reaction to one quarter. That is two years of observation ending where the balance sheet took me. But I seriosuly ask you: Should we remain permanent cheerleaders? Is that what you think a serious shareholder's job is? My job is to allocate capital honestly. When my assumptions break, I act, and if I have been very public, I feel a duty to eventually disclose it. What is the value of this platform if one posts only one-sided positions? Is that what you want? Nothing I value more than counterarguments to my thoughts, and I gave you the chance in an intellectual way. As mentioned above, I shared my concerns with you directly weeks ago. I gave you specific, precise questions because I genuinely wanted to hear another perspective. You had every opportunity to engage with the substance. You chose to respond to none of those questions and instead post this. I don't understand that, and I won't pretend to. I close this chapter now.

@jptissot1 @SharogradskyM That said, would you mind pointing to where in the filings you see this concerning info about A/R? The latest Shelly Group report indicates that they have mostly receivables owed to them by their own sub-entities (Shelly Europe and Shelly Trading). Am I missing something?

@jptissot1 @SharogradskyM Nevermind detracting comments, mate. Speak your mind. Most reasonable folks around here appreciate it when people raise concerns about an investment thesis. I know I welcome it!

@crushmarxismnow This particular incident was not caused by an immigrant.

“You don’t support third world immigration?! What’s the matter? Don’t you like yummy food!?”

@CasinoCapital Mad respect for following up on this in person, as a random concerned citizen!

So I thought I'd go to court today to see the guy who went on the Edinburgh stabbing spree. Have never been before, here's my take on how Scottish "justice" works: (1/x)

@jonnagap @SixSigmaCapital Isn't it full of LLM garbage already? I have the feeling I'm reading AI slop way too often when on Reddit

@SixSigmaCapital I really like $RDDT here as well. Opened a position today. In many ways, it is the exact opposite of AI disruption. What can be more valuable in the long-term than pure human generated content that is full of context and long form personal information?

$RDDT stock is so cheap, I feel like I am getting scammed but not yet aware! (No position L/S yet)

@DaveLougee @CasinoCapital @Edinburgh_CC Your tweet is more emblematic than his is. His tweet is not about how he missed the bus.

@CasinoCapital @Edinburgh_CC This tweet is emblematic of the narccism of our times. You missed the bus, wrote a long ass missive about it and published it to the whole world, when literally no one cares about it on any level

Lol, missed my cross-country bus this morning. 10:15 departure from Edinburgh bus station (which is run by @Edinburgh_CC Council) Get there in plenty time, departure board says "leaves in 25 minutes" at 10:10. Fine, delayed, whatever. Keep an eye on it, after a while notice it's disappeared from the board. Ask an attendant what's happened to it. "You've missed it, it left" "But the board said it wasn't leaving for another 15 minutes?" "Oh yeah, those boards haven't worked in ages. Next bus in an hour." 🙈 Literally nothing local govt is in charge of works any more..

@KobeissiLetter It is not insane at all. It's normal. What's insane is that it ever traded at a premium to begin with.

This is absolutely insane: MicroStrategy's market cap is now worth $10 billion LESS than their Bitcoin holdings. MicroStrategy, $MSTR, is down -12% today and -57% since October 6th. This puts the company's market cap at $45 billion. Meanwhile, MicroStrategy holds 650,000 Bitcoin worth $55 billion. In other words, MicroStrategy's market cap is now trading $10 billion BELOW the value of their Bitcoin holdings. Even if you subtract MicroStrategy's current debt pile of $8.2 billion from their current Bitcoin holdings, they still hold $46.8 billion worth of Bitcoin on a NET basis. MicroStrategy's NET Bitcoin holdings are still $1.8 billion ABOVE their current market cap, not including any cash on their balance sheet. Can Saylor keep buying?

@CatNyanpital @atelicinvest @ClarkSquareCap I literally cancelled a card to stop this subscription, could not find another way to do it.

I’ve had nothing but bad experiences with them I could not cancel my prime without calling them and then doing some fucking bullshit (it’s not a 1 click unsubscribe). They put up a shit ton of barriers to you canceling. See othe Reddit threads confirming this experience Shady ass biz

Dayyyyyuuuummmm h/t: @ClarkSquareCap

@SharogradskyM Turns out, it was a fraud.

2 options: or $Int.st is scam/fraud with false PR and all management and board will end at Jail or all shorts are playing Michel Barry and just spreading unproved fear

@yeroneem @MostlyMonkey I disagree. I think most people who have the psychological profile which allows them to hold on to assets which go up 10x in a clear bubble are quite unlikely to sell those assets.

@MostlyMonkey MSFT senior engineer in 2000 would have seen his stock options go up at least 10x. That sort of person would not keep all his net worth in risky assets expecting them to go up at stable 4%

You're 55 years old in 2000. You retire from your Microsoft job with 2 million in retirement funds in the NASDAQ, planning to draw 80k a year by the 4% rule. 2.5 years later, you have 250k left, and you're looking for somebody to hire a 57 year old software engineer.

Also there's a ton of actors with incentives to manipulate opinions on everything from policy to product recommendations. Nowadays there's additional incentive: any text you place there has a chance to influence AIs trained on it.

Chat, is this believable? That inflection point is suspiciously right after gpt came out, and I'd bet Reddit bots are some of the hardest to detect due to the sheer amount of data they can be trained on.

@NorthmanTrader I have a nagging feeling that either path is bad from here. A dump is bad because the economy is to tied to the wealth effect, and a continuation of the pump is bad because of the wealth inequality leading to people electing socialists.

Is this gonna be the same as April where Trump every night just keeps tarriffing everyone until the market begs him to stop and then he says “buy DJI” and then everything rips again