🚨 Pre-MDW Investor Update
No intention to trim $UNH position. Fundamentals are still strong. Expect to see some rotation into healthcare and other defensives soon as investors take AI lottery winnings elsewhere.
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Zyn Capital Partners
208 posts
Zyn Capital Partners
@ZynCapital
Generating alpha since 2022. Pro-Life Social Conservative. Anti-Massachusetts. NOT investment advice.
Katılım Mayıs 2022
23 Takip Edilen54 Takipçiler
Opening up a small position in $NOW. Really like the fundamentals and believe the integration within large enterprises positions them well for the agentic era.
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@Eeeeej22 @chrispapst MD conservative here too - these anecdotes are bs. People move for a variety of reasons but high taxes alone is not one of them (and if it is they likely haw a sad life!!)
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@chrispapst Hmmm, I'm an accountant in Maryland and none of my clients have left. Starting to wonder if the "max exodus" stories about CA and NY are bunk. And I'm a conservative 🧐
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BAD sign for Maryland:
I just got his email. Thoughts?
"Hi, Chris! I’m a local tax preparer at an accounting office in Baltimore with about 600+ clients. This tax season alone, 73 have left MD for lower tax states. Many more in the last few years, most head south. Some to DE."
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@jevonwebster @NBCNews Highly ironic to see a CFP complaining about others being overpaid and doing no actual work…
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@NBCNews So....you are saying they were overpaid for the "work" they were doing?
Because if you can't get a similar or better paying job in the real world, you probably weren't contributing much.
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Thirteen federal workers who were laid off during the DOGE cuts tell NBC News they struggled to find work, had to move or took major pay cuts after their agencies were gutted. nbcnews.com/politics/doge/…
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@Nalin_Haley No one wants to develop talent anymore. It’s like an MLB franchise with no farm system - eventually we will be left with a weak bench and it will be painful for everyone!
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This is not a thing. I have literally never seen this happen. What I HAVE seen is American men getting screwed over by a fragile economy while the elites prioritize AI and foreign labor over employing young men.
They put in the time, effort, and money to get educated and still have no job to show for it. Not because they don’t want to work but because everyone ignores their problems and treats them as expendable.
Fox & Friends First@FoxFriendsFirst
STAY-AT-HOME BOYFRIENDS: As Of Early 2026 Women Hold More Payroll Jobs Than Men In The U.S. Turning The Stay-At-Home Boyfriend Into An Economic Trend. Gen Z Influencer Maggie Anders Joined F&F First This Morning To React!
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@Apocalypticaly @DaveYostOH can you explain how they're different? genuine question, looking to learn
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@OttoGains @BillAckman Truth nuke. Would love to hear why it could “10X”….
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Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend.
One of the best times in a long time to buy quality.
Ignore the bears.
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And Fannie and Freddie are stupidly cheap. Asymmetry at its best. They could be a 10X and it could happen soon.
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@keepingkt @ChrisVanHollen Typical MoCo MORON only caring about THEMSELVES- your entire county is nothing but SEWAGE anyways!
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@ChrisVanHollen Focus on the massive sewage calamity in the Potomac. This other crap is nothing
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At this perilous time in our country, we need quality journalism more than ever. Using AI to fill a page and calling it "analysis" is the opposite of that.
The Baltimore Sun Guild is right to call this out. It’s a disservice to the Sun's readers and its reporters.
Baltimore Sun Guild ☀️@baltsunguild
Sun management has once again disparaged our talented HUMAN reporters and their work, this time by filling more than half a page in today’s paper with AI slop.
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@UncleVT @JagerHokie Top tier? That’s why tech is only known for an entrance
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The VT owned plane is in the air and is currently on a track that COULD end up in State College Pa 👀👀 will update in the comments
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@WendyJo7311 @DC_Draino Holy shit you’re dumb. It’s an alts division allowing access to PE funds. You’re actually braindead. Sorry you’re so fucking stupid and poor you don’t know what any of these words mean
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GIF
QME
@pastthefalls21 @LukeKwr99 @grok @cubbiesforlife The right has gone low every step of the way. It’s what got us into this mess. They’ve packed the courts, gerrymandered their way into a minority rule. All while lying and manipulating the news and media. No more simply “talking”. It’s cost us too much.
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Disliking people because of their political beliefs is hilarious
Brewers Babes@BrewersBabes
As if anyone needed another reason to hate the Cubs
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@brewmarkets @fintwit Great, maybe they could cover my blood labs from this morning.
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UnitedHealth stock is surging.
Warren Buffett's Berkshire Hathaway has revealed a new stake in the company.
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Our first publicly disclosed position is $UNH. 5% of our fund at a basis of $280.
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@SoundMoneyG @4real_Emenefee Nah Northrop at BWI. They have specialized mfg there, doubt they’ll consider moving that
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Maryland's economy would still be running solid if it mirrored Virginia: higher education centers, military/industrial and adjacent companies, aerospace, information technology, and easy ways to form LLCs and grow small biz.
But nope, Maryland's politicians chose... grift!
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