@irbezek One of my largest positions so I'm right there with you on that one. I think the key element of growth stocks that also represent value is the market fundamentally misunderstanding the story.
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Brandyn Sand
529 posts
Brandyn Sand
@SandBrandyn
Si va a ser así, que se acabe el mundo.
Katılım Mart 2016
29 Takip Edilen46 Takipçiler
@SandBrandyn Yeah, you can have a growth stock that also is a value stock, but it'd be something more like $NU (imo).
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@alphainvestorss @BlackScholesMan Of course they are, they're in bed with the Saudis. Iran is hardly the only country sponsoring terrorism, many of which we have friendly relations with.
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Does it follow then the US is now an adjunct to the sponsorship of terrorism?
It has to be right ?
Because they have sanctioned cashflow from oil sales to an administration that they claim uses that cashflow to sponsor terror.
It may seem like semantics but it is not, the reality is the U.S. just allowed Iran to legally sell its oil for the first time since 1995.
And for what?
To preserve the ego of the president ? Because it sure as hell won’t cap the price of oil or distillates.
Absolute shower of idiots, this whole sorry train of events will go down in history.
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Bessent just called Iran "the head of the snake" and in the very next paragraph announced the US Treasury is authorizing the sale of Iranian oil to global markets. The circular flowchart I posted this week just became official policy.
Treasury Secretary Scott Bessent@SecScottBessent
Iran is the head of the snake for global terrorism, and through President Trump’s Operation Epic Fury, we are winning this critical fight at an even faster pace than anticipated. In response to Iran’s terrorist attacks against global energy infrastructure, the Trump Administration will continue to deploy America’s economic and military might to maximize the flow of energy to the world, strengthen global supply, and seek to ensure market stability. Today, the Department of the Treasury is issuing a narrowly tailored, short-term authorization permitting the sale of Iranian oil currently stranded at sea. At present, sanctioned Iranian oil is being hoarded by China on the cheap. By temporarily unlocking this existing supply for the world, the United States will quickly bring approximately 140 million barrels of oil to global markets, expanding the amount of worldwide energy and helping to relieve the temporary pressures on supply caused by Iran. In essence, we will be using the Iranian barrels against Tehran to keep the price down as we continue Operation Epic Fury. This temporary, short-term authorization is strictly limited to oil that is already in transit and does not allow new purchases or production. Further, Iran will have difficulty accessing any revenue generated and the United States will continue to maintain maximum pressure on Iran and its ability to access the international financial system. So far, the Trump Administration has been working to bring around 440 million additional barrels of oil to the global market, undercutting Iran’s ability to leverage its disruptions in the Strait of Hormuz. President Trump’s pro-energy agenda has driven U.S. oil and gas production to record levels, strengthening energy security and lowering fuel costs. Any short-term disruption now will ultimately translate into longer-term economic gains for Americans – because there is no prosperity without security.
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@GabGrowth Same song and dance as every $DLO report. Insane TPV growth but people still complain about take rate. I've even seen references to that Muddy Waters short report from a few years ago, as if they have any credibility. Surprised they didn't close up shop after the $FTAI debacle.
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@BussinBiotech That's a far more coherent strategy than anything the US has employed so far.
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@illyquid Would happily invest if they spun off their "experiences" (parks + cruises + resorts). Everything else is a mess and Josh D'Amaro isn't the man to fix it.
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$dis - they need to steady the ship with the Marvel and Star Wars fatigue. There is huge demand for parks and cruises in Asia.
“Advance bookings for the Adventure are highest in mainland China, Taiwan and Hong Kong, according to the online travel agency Klook. Bookings from Southeast Asia, particularly in Thailand and the Philippines, are growing as well.”
asia.nikkei.com/business/trave…
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@ShaleTier7 Literally all this guy has to do is wait for the inevitable negative Argentinian macro news and buy $VIST at a discount. Who is giving him money to utilize less effective strategies than this simple trick?
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For a guy that pretty much runs perfectly correlated to the price of WTI but sometimes doesn't see any gains even when WTI is up (his companies go BK, etc.) AND took a 50% drawdown all to underperform Exxon, the XLE, and the XEG since 2023.
You can tell why he's on edge.
Michael Spyker@ShaleTier7
Josh Young is having a truly hall of fame meltdown right now would recommend everyone check it out before it's all deleted.
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@crf2464 If they've held onto him for this long, it'd be silly to fire him with that banger of a class he has next year.
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For the record, I don’t care how far Pitt advances in this ACC tournament, I believe Jeff Capel will lose his job at season’s end (and it is about wins and losses, nothing else), period…
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@Vmaxpax @Wambscapital $OII is great because their ADTech segment is thriving, but you also get the optionality of the other segments. Unless you're an offshore permabear, I think this is a rare example of diversification helping the investment case.
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@Wambscapital all subsea will prolly catch bid off the news. But Exail is the leader with proven full stack & vertical integration
$exa (france) = Full Stack
$png = batteries & sensors
$coda = sensors
$oii = o&g ROVs pivoting to defense
$hii $kog and other primes also in uuv segment
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1/2 While people focus on mines, and they still are a credible threat, the new small torpedo-like Iranian UUVs are game changers.
Does Iran have them .....
Patricia Marins@pati_marins64
Iranian Lithium UUV A little while ago, I wrote about UUVs and how they will become a major threat to any large navy. I want you to read the article. I’d also like to point out that Iran already has at least one of these models: the Azhdar. It reaches 18-25 knots, with batteries that can last up to 4 days in patrol mode and cover more than 600 km at low speed. It’s not Iran’s ships that keep the Strait of Hormuz closed, it’s a highly modern asymmetric arsenal of UUVs, USVs, UAVs, anti-ship missiles, and fast boats armed with missiles. I’d say the chances of the US-Israel having success in any forceful action to open the strait are very low. x.com/pati_marins64/…
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@BlackScholesMan We murdered his parents, his sister, his wife and one of his sons. He's much more hardline than his father. What could go wrong?
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@OnodaCapital It makes perfect sense that Marc Andreessen has no friends to talk to.
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@kerz_investing @christankerfund Mentally, he IS an 8 year old bully.
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@christankerfund It’s like he has an 8 year old bully write his tweets
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@OnodaCapital It's a short because Base44, which is constantly touted as a growth engine, is a terrible product. Add untrustworthy management, broader SaaS fears and the risk of investing in an Israeli company that isn't A&D, aka the only sector seemingly immune to anti-Israeli sentiment.
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Feel like WIX is low key a short
Ripped off bottom. Sold stock at a discount to buy it back at market. Blowing their buyback load at once on a bounce.
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@BlackScholesMan What do you expect when Israel bombs schools and murders hundreds of children? War is ugly, which is why this completely unnecessary war should have never been started.
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@Vmaxpax Also, regarding the excerpt you posted from the commander, that's the part that worries me the most. Even if the people in charge are just playing a game, it's kind of like "ironic" racism. You'll inevitably attract genuine racists and then the question is, what's the difference?
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This is what ppl in the west have not realized, the new American Administration is waging a holy war.
No rules of engagement.
No concrete objectives.
100,000 soldiers on deck.
Spouting deeply wild religious fanatical stuff.
Hegseth’s dream coming true.
Ahmed Hassan 🇾🇪 أحمد حسن زيد@Ahmed_hassan_za
US Senator Lindsey Graham, a close ally of Trump: "This is a religious war, and we will determine the course of the Middle East for a thousand years."
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@Vmaxpax They're certainly cruel men, each and every one. I'm certainly not disputing that there are genuine Christofascists among them, I just wouldn't describe Trump, Lady G, et al, that way. I think most of the big players just want to feel powerful and use rhetoric that enables that.
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@SandBrandyn Unfortunately, I think Hegseth is a believer. He's got the tats & there is a White Christian Nationalist pillar in military. A top brass talked about it last year at an Axios conference.
Plus Steven Miller, pro-torture. Plus whoever whispers in Trump's year. Bad setup imo
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@irbezek I don't know, Ian, I saw some pictures of sicarios taking over Guadalajara Airport. One of them even had three arms and appeared to be phasing through a wall, which is frankly concerning.
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@HugoBoss69007 @AFpost You're even dumber than you look, which is quite an accomplishment.
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@ThePoniExpress You can farm for engagement without being this stupid. Have some self-respect.
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Rumor: This is a projected Penguins-Rangers trade for Pittsburgh's own Vincent Trocheck that's making the rounds:
Penguins trade
2026 1st round pick
2027 2nd round pick
Rutger McGroarty
Prospect Bill Zonnon
for
Vincent Trocheck
I would do that. Would you?
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