Matt Collins

|￣￣￣￣￣￣￣￣￣￣￣￣| Buy assets and act broke. |＿＿＿＿＿＿＿＿＿＿＿＿| \ (•◡•) / \ / —— | | |_ |_

“Mom, how did we get so rich?” “Your dad loaded the boat on SaaS when the market thought Claude Code could one-shot the entire industry”

The $ZETA opportunity is getting kind of wild... - FWD P/E: 18x - P/S Ratio: 3.4x - Revenue: +35% CAGR - Free Cash Flow: +70% CAGR - Forrester leader in AI marketing innovation $ZETA the AI MarTech beneficiary, with the largest 1st-party intent database outside of the MAG7.

@AnimoticaS @0uttis prime’s last longer than 1 year

@MattCollins03_ @0uttis I think 2017 kawhi is better

were the 2019 raptors a superteam? Kawhi: Superstar Lowry: Star/borderline superstar Siakam: Star Fred: Star Powell: Star Gasol: Star

@AnimoticaS @0uttis are you saying that wasn’t Kawhi’s prime?

@0uttis everyone on that team was either pass their primes, or were not in their primes yet.

Our extreme ultraviolet (EUV) lithography systems print features just 13 nm wide – orders of magnitude smaller than the letters in even the densest books – because that’s the level of detail and complexity needed to make today’s advanced chips a reality.

Buying software companies should come with a disclaimer that it’s not good for your mental health.

@WOLF_Financial The stock market explained

@QualityInvest5 @Wealthsimple My wealthsimple seems to be working, what’s the problem?

“Estimated wait time 10-15 minutes” says the bot every 5 minutes @Wealthsimple FIGURE IT OUT MAN

Nature is healing 🧘‍♂️ $UBER $TSLA

me this week

Some perspective: 1. Bitcoin averages 2 declines of -20% or more per year 2. Ether averages 3 declines of -20% or more per year 3. The S&P 500 averages 4 declines of -5% or more per year 4. The Nasdaq 100 averages 4 declines of -5% or more per year 5. Gold averages 1 decline of -10% or more per year 6. The VIX spikes above 20 roughly 40 times per year 7. The average S&P 500 stock declines -20% once every 12 months Zoom out and ignore the noise.

@joecarlsonshow Very proud of your success and the community you have created. Started investing in January and you’ve taught me a lot. Thank you, Joseph.

I can't believe I got myself in a situation where I get paid to talk to awesome people about stocks and investing all day. What a life. SUPER grateful to be where I am. Hoping everyone can do something they really enjoy in life.

@Z_ro69 @joecarlsonshow Ok, but where did you get 30-31 PE?

@MattCollins03_ @joecarlsonshow I don’t think Joseph has ever used TTM PE. He meant fwd.

My Google position in the Story Fund is now over a double. Average share price of $118 and $30k in gains on that one. The Google position in the Passive Income account is up +50% and has $25k in gains. The best part is, after doubling, it trades at a 25 PE ratio. Any double is great, but it feels a lot better to have a stock double and still be undervalued than have it doubled into a super-high valuation category.

@Z_ro69 @joecarlsonshow Trades at a 26 TTM PE

@joecarlsonshow Trades at 30-31 PE*

$ASML what a run. Back to $1000.

$SOFI what a run

@joecarlsonshow This very real comparison has clearly been cherry picked. Nvidia is a much better company than Build-A-Bear.

The fact that Build-A-Bear has outperformed Nvidia over the past 5 years is insane. My family has for sure contributed to their success 😂 Disclaimer alert for idiots: - Yes, this timeline is cherry-picked - Yes, this isn't a real comparison, it's for fun - Yes, I'm aware Nvidia is actually a better company than Build-A-Bear

Life when Google $GOOGL is at all-time highs…

@ApeStrong1122 @joecarlsonshow Mid-low 500s

@joecarlsonshow What price is $INTU a buy?

The "Being Eaten By AI" year to date performance

@joecarlsonshow Operating in 70+ countries and 10,000+ cities. Robotaxis are FAR from becoming a threat to this company, especially if Uber uses their distribution network to keep partnering with them. Long $UBER.

The latest Uber financial data is in Qualtrim. Here’s what the revenue looks like with the most recent quarter.