SM

@grkportfolio @coralcoral55984 what's Grok's thesis for MTZ?

@coralcoral55984 marketplace.joinautopilot.com/landing/5/5689… latest weights, may change soon

Grok's portfolio has increased by 39% over the past 9 months and now has 2 million AUM (link below). AVGO is one of the best bets of the portfolio chosen by Grok. We asked Grok about the outlook given today's decline: Broadcom's stock is poised for initial weakness (5-10% downside from $406 close) due to post-earnings sell-off, followed by potential recovery, netting flat to modestly lower performance (-2% to +5%) through December 25, 2025.

@EdgeCGroup they probably replied “aggressively” because you sound like an ahole. What is your suggestion, these people are actively trying NOT to “adapt with markets”? There is nothing controversial about the idea of intrinsic value, you act like VI guys use the newspaper to get stock quote

I sent my article to a few value fund managers tonight. Three replied aggressively - all had “CFA” after their name. Here’s the truth: your ability to adapt with markets, not your credentials, will determine whether you stay relevant and keep making money. I’ve been 35 years in the business.

@UncleAlpha007 who came up with these timeline? source pls

$fmcc $fnma SPS update should be any day now unless the IPO slips into next year

@HayekAndKeynes inflation adjusted?

DOGE has had no impact Deficit in 2025 is bigger than 2024, 2023…

@Biotech2k1 sorry, I'm slow - equity value is $6.7B in the market right now; what do you ultimately think its worth? Thanks for sharing

20/ Then you can add in the $1.4 billion for the cash. That gets you safely to $5.7 billion without ever including a penny for all the future potential of the platform. That makes this company actually cheap based on the current valuation.

🧵My $DNA Profile: Here is my profile for Gingko Bioworks.

@saltadogato what's happening afterhours, is someone buying them or something?

@Adrian_H thanks!

@SM_Advisors docoh.com -- it's very nice, and free

$CELH has smart management

@FT all the rage, bankers are making out well with all these deals

3M to spin off healthcare business on.ft.com/3zvdnAj

@M_McDonough remind us, what is the technical definition?

In 2001 we had a recession without two consecutive quarters of negative GDP growth. Remember, it's just a rule of thumb...

Thinking about the 9% of $ONEM's float that was short going into today. Hope everyone made it out safe; reminder of what can happen on any given day

@Fred_McFeely interesting - is this using the weekly CFTC data or something else?

@chrissyfarr to be fair they now have a crappy primary care line. They will likely take another swing at this down the road

Just fyi that Amazon now has: - telemedicine / brick & mortar primary care - a diagnostics effort - pharmacy - grocery - stealth bio R&D - health tracking wearables What’s left? A hospital? techcrunch.com/2022/07/21/ama…

$NEO names a full time CEO. Chris Smith, former CEO of $OCDX. Oversaw the IPO and eventual merger with $QDEL back in May I wonder how much they had to offer in share incentives - the company has been a total mess over the past 6 months but could be interesting at this point

@TheStalwart @IvanTheK Bring back Deal of the Week. I know you had zero involvement in that but you’re a big wheel over there - make it happen!

@IvanTheK Sounds like more work

If Bloomberg had a weekly "Odd Lots" TV show, I would watch that.

@CapitalHousecat @mergerpie Cheap for a reason IMO. I’m sure there’s a fund out there who thinks only they can fix it but that business is an absolute mess

@DeItaone that was fast

*RUSSIA: EUROBOND COUPON PAYMENT MAY NOT REACH BONDHOLDERS: RIA

@Schuldensuehner Check out $XBI

Nasdaq Biotech sank 6.5% in its worst weekly drop since early days of Covid-19 pandemic in Mar2020. Now down 19.2% from ATH. Benchmark gauge incl many comps that have yet to generate sales or profits & have been hit by rotation away from high-risk growth stocks in favor of value.

@lblegend33 About to cross into oversold on RSI. Do I dare call a bottom?

Woof $LFST -31%