Reece

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Reece

Reece

@ReeceLongwell

Katılım Temmuz 2020
489 Takip Edilen1.3K Takipçiler
Links Golf Club
Links Golf Club@LinksDAO·
We won the bid. WE'RE BUYING A GOLF COURSE!!!
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Heisenberg
Heisenberg@Mr_Derivatives·
Have a wonderful weekend everyone. Love ya. 🍺
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Reece
Reece@ReeceLongwell·
Chatting about $NFLX earnings in line at Chipotle. Guac day for sure $PSTH
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Reece
Reece@ReeceLongwell·
The past 3 times crude oil prices increased 100% YoY a recession occurred (1990, 2000, 2008). Oil hit $130/barrel last night, which is a 100% increase from its price last year 👀 $SPY $QQQ $IWM $VIX
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SpaceX
SpaceX@SpaceX·
Falcon 9’s first stage has landed
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Adam Schefter
Adam Schefter@AdamSchefter·
Tom Brady is retiring from football after 22 extraordinary seasons, multiple sources tell @JeffDarlington and me. More coming on ESPN.com.
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Reece
Reece@ReeceLongwell·
Ackman buying $NFLX seems so odd to me. Goes against his thesis of owning companies that are hard to imitate. Had terrible subscriber growth last quarter and Disney+/Hulu have been crushing it. Also is this the first tech stock he’s owned? 🤔
Bill Ackman@BillAckman

We recently purchased more than 3.1m shares of @Netflix which makes us a top-20 holder. I have long admired Reed Hastings and the remarkable company he and his team have built. We are delighted that the market has presented us with this opportunity. assets.pershingsquareholdings.com/2022/01/261704…

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Excession (Parody) X
Excession (Parody) X@TimPric35270473·
@throwabull @BillAckman 2 yrs in July, So without asking for an Extension would need 90 days to Close a Simple deal Lol. So I place that around Early to Mid-May?
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throwabull
throwabull@throwabull·
How much time left does @BillAckman have to close a deal with $psth? We are coming up on 2 years, no?
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Reece
Reece@ReeceLongwell·
@El_Collision My exact thinking. Market downturn/uncertainty can only benefit $PSTH. Will bring some of these crazy valuations down to Earth to hopefully be scooped up by Bill & team.
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Reece
Reece@ReeceLongwell·
At least $PSTH holders are safe from all this 😅
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Reece
Reece@ReeceLongwell·
$PLTR is trading at ~7.5x 2025 revenue estimates. For context, $SNOW is trading AT LEAST double that multiple for 2025 rev.
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Reece
Reece@ReeceLongwell·
The number of NASDAQ $QQQ stocks down -50% or more is near an all-time high, but the markets themselves are near all-time highs. The divergence between small cap & large cap is pretty ludicrous
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Heisenberg
Heisenberg@Mr_Derivatives·
Almost every high growth stock has given back half its covid gains if not fully round tripped it all. I mean in hindsite, it seemed so obvious now. Stocks that went up 10-20x in a year is just unsustainable.
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Reece
Reece@ReeceLongwell·
Minted my first NFT over the weekend! Super excited to see where this goes @linksdao ⛳️
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Reece
Reece@ReeceLongwell·
$PLTR, $SOFI, & $CHPT are all getting slaughtered right now. Waiting for bottoms to form before loading the boat - best not to try to time it in these markets
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Reece
Reece@ReeceLongwell·
Happy New Year everyone! 🥳
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