@joinyellowbrick Don’t those all exhibit near perfect correlation
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Benjamin Levin
884 posts
Benjamin Levin
@concentr8dvalue
husband & father of 2 investor / speculator (retail) TU 2020 - CFA level 2 candidate
Baltimore, MD Katılım Şubat 2025
260 Takip Edilen64 Takipçiler
A diversified portfolio in 2026:
25% neoclouds
25% CPU plays
25% international photonics
25% memory
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Complete 🤡 show
Open Hormuz
The White House@WhiteHouse
In a galaxy that demands strength - America stands ready. This is the way. May the 4th be with you.
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Markets will awake from the daydream soon and commodity prices will reflect the supply-demand imbalance. $MPC $DVN $VTS $TPL $LB
Geiger Capital@Geiger_Capital
*UAE AIR DEFENSE SYSTEMS CURRENTLY RESPONDING TO MISSILE THREAT *CARGO SHIP ON FIRE OFF COAST OF UAE Ceasefire is over...
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The little things in Singapore the LGU can adopt to start looking like Singapore.
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Greg Abel describes one of his proudest moments.
"[A deposition] said, 'How would you describe Greg as a CEO and a manager?' And they said, 'Well, all he says is no.'"
"That's part of management — including investment. You have to be disciplined and ready to say no."
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Schools should pivot to presentations and exams instead of essays and homework. Presentations are most like the workplace anyway and you can work in groups and learn teamwork
Joe Rogan Podcast News@joeroganhq
Kai Trump on AI: "In high school it’s bad, like everyone uses ChatGPT for essays and everything and the teachers get mad. I think honestly schools should start teaching people how to use ChatGPT to their advantage."
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When a microcap goes up the crowd gets loud.
When a microcap goes down the crowd goes silent.
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@ThstsYo61265 @FishBowlOfWine The live action was trash imo
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@concentr8dvalue @FishBowlOfWine I mean they didn’t do much after that 😭
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Bessent is probably the toughest and smartest person in the administration. If he were in charge I think the Hormuz would be open.
Stop paying attention to polls and politics and reopen Hormuz. Otherwise, your admin and presidency is in the toilet.
Treasury Secretary Scott Bessent@SecScottBessent
It is very difficult for rats in a sewer pipe to know what’s going on in the outside world. Some color for the Iranian Leadership as they literally sit in the dark: 1. The United States has complete control of the Strait of Hormuz. 2. There is a hard currency, i.e. U.S. dollar, shortage. 3. Food and gasoline rationing are in place. 4. The entire international community has turned against you. 5. The BLOCKADE will continue, until there is pre-February 27 Freedom of Navigation.
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Establishment Labs® Refinances Credit Facility - Business Wire
$ESTA - invest in breasts stocks.apple.com/AaLA5s3Q7SyOhT…
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NEW: Hershey CEO says mint & gum sales are surging due to “Ozempic breath”
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@jaynitx The Richest Man in Babylon should be required reading in middle school or even elementary school
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Charlie Munger reveals the simple daily habit that compounded into billions:
"I read The Richest Man in Babylon which taught the joys of underspending your income and investing the difference and how wonderfully it would work over time"
"I got the idea that I had a mental compound interest thing too, and so I finally decided I was going to give the best hour of the day to improving my own mind"
"That may have been a very selfish thing to do but it worked"
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Benjamin Levin retweetledi
You made 10x your money in two years if you bought this when FCF bottomed out and held to the highs. Good reminder that money is made not by lazily putting a multiple on backwards looking financials, but by having a variant view on the true earnings power of a business in the future. The consensus view at the bottom was that SPOT would never make money even though the inflection was rather obvious to anyone not looking in the rearview mirror.
Alex Morris (TSOH Investment Research)@TSOH_Investing
Spotify TTM Free Cash Flow
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“The overall percentage of Americans viewing China as an enemy dropped from 42% in 2024 to 28% now," per Axios.
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