MrRatable
3.4K posts
One of my biggest pet peeves is when people say “buy xyz stock on a pullback”. It’s lazy and it adds absolutely no value. I would buy almost any stock at a discount to the current price if i made the implicit assumption that there was no new information to make it to go down.
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This is what bears get wrong. Public software is heavily biased towards the best companies.
There are thousands of little tools that you’ve never heard of, but they rarely make it to IPO. When CIOs say they’re replacing software, they’re almost always talking about the latter.
Jared Sleeper@JaredSleeper
I've seen dozens of X posts to the effect of: "Yeah, the core systems of record are probably okay, but the long tail of shitty SaaS are all zeros." I'm now 38 days into going through public SaaS one by one, and tbh most of them seem fine... Maybe the long tail is elsewhere?
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I thought they had proven me wrong for a second there but we’re back
MrRatable@MRatable
Checkpoint is the rare but aesthetically pleasing example of a melting ice cube that melts exactly as fast as it can return capital. So sharecount steadily falls as margins are eroded, resulting in a flat stock for years and years
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Can't remember another time when every single market participant was so confidently and aggressively in the same trade
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@UncleAlpha007 Nobody thinks the mag7 is in a bubble, these stocks have been underperforming for a while
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$msft $goog $amzn $meta please tell me where the bubble is?
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Please don’t start doing this again with cloud RPO
Joseph Carlson@joecarlsonshow
This is so crazy it literally looks fake.
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@CoorsLightCEO I just had a boost on a four leg parlay I wanted to use
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@MRatable Not joking I sent this exact message two hours ago
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Yeah because if there’s one thing we know about Benioff, he’d never make retardedly large acquisitions unless he’s desperate. I’d go so far as to say that Benioff hates making large acquisitions
Just Another Pod Guy@TMTLongShort
You probably have six months before Benioff and his bag-holding brethren start making retardedly large acquisitions out of desperation.
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SEC filings is one of the few places I want to see AI slop, i don’t want companies i own wasting time and resources on regulatory compliance when AI can do it
Bearly AI@bearlyai
The use of the phrase “not just __, it’s a __” (staple of AI-generated text) has risen sharply in SEC company filings:
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Yeah I’d shutter my fund too if I was long 200 bucks of dynatrace
Evergreen@evrgn11112231
ok, but... this is his 13F! the complete opposite of fama/french value! He tried buying momo but just bought the wrong overvalued stocks! Not a "market environment problem", just stock picking imo.
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$TEAM is a 10,000x better way to express this opinion than Gitlab
MidCurveCapital@midwit_capital
$GTLB seats forever.
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