Salamon Shevda

@ariaradnia Too bad you changed it to adobe :)))

Damn that's crazy $GOOG $GOOGL

@Raytargt The point is if you ok to earn money with zero morality, it is easy to be rich :))

21-year-old American student. $43,000 in 30 days on OnlyFans. Never left his dorm room. The girl doesn't exist. 1,247 paying subscribers. Zero suspect. Roommate thought he had a girl hidden under the bed. Filed a transfer request after a week of 3 AM moaning. Empty room. Top fan: married engineer in Berlin, wife six months pregnant. Sent Maya $1,847 in three weeks. Thinks she's 22, in Tampa, texted "I miss you" yesterday. Wrong on three of three. Maya is 4 markdown files. 12 KB total. Runs on a $400 used MacBook. Claude writes every reply. Flux generates every photo. ElevenLabs cloned her voice from a Fiverr actress who still doesn't know. Compute: $400/month. Net: $32,710. Starting capital: $400. OnlyFans paid out $5.8 billion last year. Anyone with a folder takes a slice. Someone's building yours right now.

@BenRabidoux @danielfoch House must not be an equity and shall be a house like old times

Dan is absolutely right. This govt is pointing to falling prices as a policy success and seems perfectly content to see this continue. Contrast with Trudeau's comments about the need to protect homeowner equity. We're in a different world. Will Carney rug pull the boomers?

@Birdyword @zerohedge @bcaresearch Looks positive , which means we import more tech and other goods are locally produced

This has got to be the craziest chart in the world right now (via @bcaresearch)

@joecarlsonshow Ventage score soon will :)

Summary of FICO management this earnings: "WE ARE RAISING PRICES AGAIN TRY AND STOP US AAHAHAHAHAHA"

@StockSavvyShay Well, Microsoft copilot is useless. I am using it at enterprise level and won't say good things baout it :)

$MSFT says $ACN is rolling out Copilot across its workforce. That means Microsoft’s AI assistant is now scaling across ~743K Accenture employees.

@MikeZaccardi @DualityResearch 2 years trend doesn't say much? Where I can get at least 10 year trend ?

Tech is at an all-time high, but its P/E is still 8 figures lower than the Oct 2025 high 23.3x @dualityresearch

@CDInewsletter Please explain 3rd one to me? What is your reasoning ?

3 (financial) things I'd do differently if I were 22 again: 1. Be selective and focus on long-term dividend growers 2. Aim for a portfolio of 25-30 names 3. Get out of the small town and move to a city

@InvestorVideos I followed tour BAC, Intel, Avgo and Texas Instruments. Never failed :) thanks 😎

Strongly considering “retiring” when this happens 😂 …. seriously

@Watchdog_MP This is stupid, you are eligible to get child benefits after 18m if pay taxes. TPR work and pay taxes like Permanent Residents. Educate yourself

🚨 $1.1 BILLION in Canada Child Benefit payments went to temporary residents in 2025 alone. That’s international students & temp foreign workers. Nearly $3 BILLION over 5 years and it’s TRIPLED recently. While Canadian families struggle with housing & costs, taxpayers are funding kids of non-permanent residents? When does this end? 🇨🇦 #TaxpayersFirst #CCB

@DefiantLs Zero action to decrease cost of leaving or strategy to address it

Justin Trudeau: The wealthy of the world needs to "step up" and limit their wealth intake. He charges $100k for speaking.

@valdombre Not good for province that survives on spending of people

BC population dropped by 41,000 last year because of immigration cuts. Great news. Let's have another ten years of that please.

@BoringBiz_ 😁

CFOs realizing that their AI token budget is going to be higher than the salaries of the people they laid off

@DimitryNakhla @trade_valor Yeah, another lesson for me not invest in Europe

@trade_valor Yes $NVO is still a compounder, yet management really dropped the ball & that does not instill much confidence

Booking Holdings $BKNG Q2 2025 Report 🗓️ ✅ REV: $6.8B vs $6.6B est (+16% YoY) ✅ EPS: $55.40 vs $50.33 est (+32% YoY) 💵 FCF $3.1B (+32% YoY)

@Barchart 37 T debt and 15 billion buyback 🥲

U.S. Treasury projected to buy back $15 Billion of their own debt this week, equaling the largest Treasury buyback in history 🚨🚨

@long_equity Fico and Equifax is great example. They were great together but decided to fight :)

Monopolies and duopolies don't automatically mean high growth. Slow market growth for their product and high CAPEX requirements can all hinder the prospects of a company with high market share. What's your favourite high growth monopoly?

@DimitryNakhla @ariaradnia He is just sad selling google and investing in Zeta and Adobe :)

Aria come on lol. The formula you used: P/E - investment gains (LTM) 1. Investing is forward looking. Using LTM to fit your narrative while you often use NTM (which is what you prefer) when conducting your analysis is misleading. 2. $GOOG $GOOGL investments are a testament to its smart capital allocation. The underlying ownership of these investments will likely continue to build long-term value & the economic value of it is real despite accounting rules. You’re not going to strip out your investment gains when calculating your net worth are you? At NTM earnings — the more appropriate and forward-looking lens — $GOOG trades at a meaningfully different multiple (29x NTM) than the figure, you’re citing (albeit elevated relative to its history). Yet, one that looks far more reasonable given the breadth of the moat, the AI optionality, and the earnings power of the underlying business.

Trades at 40x earnings $GOOG $GOOGL

@RyanDetrick I'm sorry to hear you lost two family members to cancer. God bless thir souls, and you take care

My Mom died three years ago today. She had metastasized breast cancer and fought for seven years. Sure do miss her. 💜 ❤️

@BenRabidoux @danielfoch 1.2 mil still expensive

Imagine being told in 2016 that if you waited a DECADE, you'd be able to buy this Vancouver property for less money. No chance you would've believe it. We're in a different world today

@DimitryNakhla Exactly 👍🏽 my biggest buy during this market correction

“Be fearful when others are greedy and greedy when others are fearful.” — WB 🗣️ Some see fear, others see opportunity. Those who feel fear today may only recognize $MSFT as an opportunity once it’s back above $500.