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GLAD Money😎💰

GLAD Money😎💰

@OhrP7

Investor in Life & Securities of Various Enterprises; Searching to Discover Developing Sectors. Strongly Believe in Mutual Respect & Toning Down the Rhetoric

New Jersey, USA Katılım Nisan 2014
48 Takip Edilen83 Takipçiler
TEXASWOLFMAN
TEXASWOLFMAN@texaswolfman007·
@C_3C_3 That purple-haired twat waffle can’t expire from the planet fast enough. What is she, like 87 years old ?? stupid as a cat in heat.
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C3
C3@C_3C_3·
A must watch. She literally has no clue. None. Trump trolling 😂😂😂
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Ted Zhang
Ted Zhang@TedHZhang·
Want to see a perfect high-tight flag breakout? $XNDU right here. Memorize this.
Ted Zhang tweet media
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amit
amit@amitisinvesting·
Really interesting question below about the future of Berkshire. Over the weekend, Buffett spoke at the annual shareholder meeting and it was revealed that Berkshire is now sitting on around $400B of cash. Buffett noted that he'd much rather be patient vs. allocate any capital as he feels the market is a casino right now. If the question is on where to put that cash to work, I think there is one broad big picture question that overhangs on Berkshire: Berkshire needs their new $AAPL. It's probably hard to find it given how much tech has run, but without Apple, Berkshire would have underperformed the S&P over the past 10 years. They took a $5B stake in Google last year, but that pales in comparison to the $35B they put into Apple 10 years ago. Maybe the tech trade has run too hot and holding onto the cash makes sense before going heavy into another tech play like that again, BUT if tech continues on the bull run that it has been on for the past 5 years, Berkshire will not only be able to rely on Apple for the majority of performance. They will need a new winner. Dare I say, I think that winner, even after the run, is $AMZN due to the diversity of it's model, operating margins on the path to 20%, the eventuality of it becoming the first $1T revenue run rate business, and robotics as the inflection for cost savings at scale which will return FCF back to shareholders. They haven't even bought a single share of stock back. Berkshire bought Apple mainly on the logic that it is a consumer play on hardware, not a tech company. Obviously, many tech investors would disagree, but you could basically apply that logic to Amazon. They are a verb at this point, a consumer play on buying things that everyone on the planet uses, but they have these other elements to the business like AWS/Prime/Leo/etc. that allow margin expansion at scale. Maybe Amazon is the safest and most effective way for Berkshire to find their next Apple.
Jonah Lupton@JonahLupton

Now that Warren and Charlie are no longer running the company... what do you think Berkshire Hathaway and the new management team should do with their $400+ billion of cash? $BRK $BRK.A $BRK.B I joked last year that $BRK should buy $INTC but clearly that ship has sailed. I also thought $BA could make some sense but Warren never liked the airline business so that's probably unlikely. Whatever they do needs to move the needle on a $1 trillion company. I could see them buying the other 73% of $OXY (Occidental) that they don't already own... or the other 91% of $CB (Chubb) they don't already own.. or the other 85% of $MCO (Moody's) they don't already own... or the other 74% of $AXP (American Express) they don't already own (this deal would be massive)... or maybe they go after a utility like $VST or a pharma company like $REGN which trades at 14x NTM EPS not including their $20B cash pile. Any thoughts?

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GLAD Money😎💰
@HPMller590601 If you view the thread, there are many photos that support my thesis But sure, go ahead and exercise your right to free speech
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HP Müller
HP Müller@HPMller590601·
@OhrP7 No it's not. This gold all over the place is very nouveau riche and very uncultured.
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GLAD Money😎💰
@lancevideos And also, our insurance dollars are paying for "TRANSitioning" and counseling sessions for their TDS
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GLAD Money😎💰
GLAD Money😎💰@OhrP7·
@adhikansh53 What of the retrace today? Just needs a break or will it drawdown further? (Waiting on $CLS)
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Floff
Floff@adhikansh53·
This is the most bullish continuation Candle (102%) i have ever seen. $CRDO
Floff tweet media
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GLAD Money😎💰
GLAD Money😎💰@OhrP7·
@OracleNYSE Geez, PLTR will never be able to figure out who they are with those blue masks on (While still wearing their same clothes & jewelry)
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GLAD Money😎💰
GLAD Money😎💰@OhrP7·
@LukeSilbey @IridiumComm I would say he was excited in the most understated manner I will listen to the replay if I have difficulty getting to sleep He was very reluctant to speculate on anything, which is a sign of adept management
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Luke
Luke@LukeSilbey·
@OhrP7 @IridiumComm Level headed overall, excited at times when speaking of future integration of products. I mean as excited as he can sound haha
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Luke
Luke@LukeSilbey·
Really enjoyed listening into @IridiumComm $IRDM conference call. We’ve got a bright future from PNT and commercial drone, spectrum use to standardized integration of the 9604 chip! A lot of growth ahead, A+ balance sheet, level-headed and excited CEO. Nice quarter. 🛰️ #PNT
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GLAD Money😎💰
GLAD Money😎💰@OhrP7·
$irdm fair valuation of Spectrum would be a great question
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GLAD Money😎💰
GLAD Money😎💰@OhrP7·
@C_3C_3 But no brain power 🧠⚡ And come on, the Mets are in enough grief with the Mamdani curse, and these two have to show up?
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C3
C3@C_3C_3·
4 Balls.
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amit
amit@amitisinvesting·
TRUMP ON CNBC: - I saw the stock market was up before the war, but I unfortunately I told my team that I had to go on an excursion to a little place called Iran to stop the world from a nuclear Iran - I'm seeing on your screen right now that the Dow is almost 50K and Oil is only at $90, that's not bad - Iran will be sending their delegates to negotiate, we will end up with a great deal - The United States is in full control of the Strait - I don't want to extend the ceasefire, we need to get the deal done soon - I am ready to start attacking again if nothing gets done - We have to continue investigating Jerome Powell on the Fed renovation building, I built a bigger hotel than his building for $201M which was much cheaper - I'll be disappointed if Kevin Warsh doesn't start cutting rates
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GLAD Money😎💰
GLAD Money😎💰@OhrP7·
@StockMKTNewz Ask @elonmusk what he thinks of LinkedIn! I needed some information today and tried to use it after many years Was unable to log in They wanted a government ID for me to log in on existing account But I could set up a new burner account w/o a problem 🧐
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john smith
john smith@johnsmi45214190·
@amitisinvesting We have an iran vessel? what are you talking about? WTF I was told their their whole Navy is at the bottom of the ocean
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amit
amit@amitisinvesting·
TRUMP: - THE US HAS JUST SHOT DOWN AN IRANIAN SHIP - US MARINES HAVE CUSTODY OF THE VESSEL oh boy
amit tweet media
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