Warbler Capital

@GeoffWilsonWAM @X $23.98

Guzman y Gomez $GYG lists next week on 20th June. After significant @X debate about $GYG #IPO. What will the share price be at the end of the first week. Guess the correct closing price on next Friday 21st June for a free lunch with myself (@GeoffWilsonWAM)

@BULLReturns Interesting thought - what multiple are you putting them on in 2025? I don’t think anyone else is looking that far ahead!

Did you know if you invested $50k in a selection of #bitcoin miners 2 months back, like we indicated, this will be worth $2m through 2025?

Thought of the day: Our best asymmetric themes look the worst in the rear vision mirror on entry. #cyclical cycle bottoms have this characteristic as an entry requirement.

@BLSHigh Whoa! Where did you see that?

@WifeyAlpha Do you use the same indicators to assess trend/momo strength across asset classes?

Who needs loan buffers anyway. We got a property market to pump. Lets do this. theaustralian.com.au/business/finan…

Every successful manager ever 😂😂😂

ChatGPT is coming soon to the Azure OpenAI Service, which is now generally available, as we help customers apply the world’s most advanced AI models to their own business imperatives. azure.microsoft.com/en-us/blog/gen…

Unlikely to be super active but hope to add some value when I tweet

Been a lurker on here for a while - think it’s probably time to give something back and start participating. Maybe a few charts that seem important to me and some deep dives into a few of my holdings

@psychanon @BAYC2745 @psychanon @sales_anonymous

@Brett_FTXUS @psychanon @BAYC2745

@SPECCAPITAL I absolutely think ART is expensive vs FLN but can I ask why you’re comparing FY20 Actuals to FY21 Forecasts? Not apples to apples?

Is $ART overvalued or is $FLN undervalued? Given $FLN offers the exact same service as $ART but on a global scale. Why the price difference?

For those doing DD on this name - I think this interview is worth a listen.. recorded pre-IPO but holds up - reachmarkets.com.au/webcast/playsi…

Wasn’t expecting news flow this quickly but I think this is pretty big - highly targeted marketing to their key demographic. Need to look past the dorky photo to see that their combined YouTube subscribers are +25m $PLY

Missed the $PLY listing in mid-Dec but just had a dive into the prospectus and it’s an interesting business with lots of growth avenues, strong fundamentals, in a massive & fast growing industry. Things I like:

Bitcoin down 10%. Can't say I'm surprised tbh. I warned it was a bubble back in 2012.

78% of $SPX companies have beaten revenue estimates for Q4 to date, which is tied for the 2nd highest revenue beat % since FactSet began tracking this metric in 2008. bit.ly/3pbU7zf