big dawg
247 posts
Man if this is the David Peterson we get from here on out, what a steal.
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@ales_vavra @LouiseSmithNZ @michaeljburry @NexusCoOfficial No Ive never bought a book. Im not disrespecting burry.
I just think anyone with any level of intelligence would agree. That if u would like something to be fixed u have to attempt fixing it.
If u complain about a problem n expect me to pay $400 to “fix” it. Seems disingenuous
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@amilli11616 @LouiseSmithNZ @michaeljburry @NexusCoOfficial Have you ever buy any book? I guess so... That is the same reason why Michael's post is not free either.
Btw every Michael's post on substack is like a book for me...
Thank you Michael for every your post! 🤝👋
Prague, Czech Republic 🇨🇿 English
95% of investors likely have no idea what they really own. Let me re-phrase that. 95% of investors like to have no real idea of what they own.
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@LouiseSmithNZ @michaeljburry @NexusCoOfficial Well I don’t read his stuff because I have to pay for it. I’m sure many others feel the same.
If wants to improve the dialogue he sees about his work. He would need to lower the barriers to entry to access the info.
I would also hardly call a Substack a university.
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@michaeljburry @NexusCoOfficial Then why not make educational content free?
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@NexusCoOfficial Thank you for that! It's always been the case that people that take the time to read my stuff approach me with a greater understanding for a better discussion.
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big dawg retweetledi
“Yeah I took the day off I didn’t wanna breath in the bad air”
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@RidingThePine21 @bedsymania Ik im gonna get hate but i think it’s Keith. He was vital on every single one of those runs
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If I'm Patrick Kane. I know I have 2-3 years left most likely. I've done everything there is in the game. No active player has more cups than me and likely won't by the time I retire. So.
Do I go home to chase that 4th ring in a brutal eastern conference?
Or do I go home to Chicago and chase down becoming the greatest player to ever wear the Indian head, a OG6?
I think it's an easy choice.
#Blackhawks
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big dawg retweetledi
Caleb Williams, Caleb Wilson, Connor Bedard, and these two.
The future of Chicago sports is in good hands.
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big dawg retweetledi
Investigate Patrick Williams contract
Shams Charania@ShamsCharania
The NBA is probing the signed $64 million free-agent deal for Gary Trent Jr. with the Milwaukee Bucks, per a league spokesperson.
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I can't believe I am saying this, but $SPCX might actually be a buy here for a tactical long play.
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@00723maui Yea not saying they’re there yet. They still need to improve.
Important to remember that most players aren’t legally allowed to drink yet.
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@amilli11616 That's a lot more than zero young grit on this team. It's not necessarily bound to happen. Most draft picks end up washing out of the league pretty early. And that team had guys who could score. Scoring is only fantasy for most of the young forwards on this team.
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@00723maui Yes but you could say that about the 09 team minus bickell seabrook and a couple other guys.
I think we’ll see a jump in skill level from the young guys. It’s bound to happen. Again tho, just can’t bet on the size of that.
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@amilli11616 I don't see a lot of true difference making talent there, but that's why they play the seasons. We'll see what happens. I see a very soft smallish team up front that is easy to play against. Not a lot of true goal scorers. And the D is very porous and gives up a ton of shots.
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@moviefan_2000 @blakecowellx If goes 40/40/30 OOA while keeping his avgs where they are. I think that would lock him in as the best szn in recent memory for the Cubs.
It should get him MVP too but Othani
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@blakecowellx PCA has been better this year than 2016 Bryant. Now he needs to do it the second half but up until now, it’s PCA>2016KB
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@H0TROD86 @ChiefCub I think we keep all three. Trade Dansby and have Shaw take over 2nd. Nico to SS, and Ramirez platoons.
Mo the everyday DH/C and then, alcantara as ur 4th OF.
Lastly, throw all of ur money at SPs in the offseason. Hopefully 1 named Skubal
Only flaw, does Dansby have value?
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@MichaelPBento Yea it’s a brain rot take. Ik he’s an “stock market influencer” but it clearly shows how little awareness to the real world he has.
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"i don't think we are ever going to have a President this intimately tied to the stock market and individual names within that stock market"
GOOD!
amit@amitisinvesting
so Trump's annual financials came out today he made $635M off his memecoin then he bought a minimum of $1M of stock in companies like $AMZN $PLTR $MSFT $NVDA and $AAPL JD Vance's report came out and he only owns the S&P, Nasdaq and Dow Jones 💀 i don't think we are ever going to have a President this intimately tied to the stock market and individual names within that stock market
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@noface_trdr @Easyway85827104 I’m a bull here but 1500 is crazy. They would have to secure more GWs
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@noface_trdr I take that back, looked into further. I think AI a while back gave me bad info.
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@noface_trdr Momentum traders dumping on inclusion.
I think technically managers have 30 days too to add the proper weighting to their index.
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$KEEL reality check with myself - comment if you think or feel anything different
Keel Q1 2026:
EBITDA: -16.7M
Revenue: 37M (-22% YoY)
Yet over the last couple months, the stock 3x, increasing market cap to 3.64B
This tells me the market is pricing in a turnaround
"we know the company is losing money, but we believe it will be worth more in the future" - bullish sentiment
If this is being priced in, would we see a move as big as we (or some) are expecting?
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