@sidviswanathan@tboypod yeah this is one of those valuation intuition traps, like you don’t sum full market caps you weight by position size otherwise you end up double counting exposure and it breaks the whole point of a portfolio view. @sidviswanathan cool take, connect if you’re into it
Hey @tboypod love your simplistic finance views, except when they’re just way off. The value of the Robinhood tech stock portfolio is not the sum total of each companies valuation?! They own a tiny sliver of each company so its value is proportional to amount of stock owned
Guys, like you, we said that it’s overvalued! (that’s us in the pic - thanks for highlighting our show). To clarify…
- We’re bearish on VCX not bullish - as we said, “the price makes zero sense”
- We disclose all potential conflicts of interest, including advertisers, and discussing stocks we own (we don’t own this)
- And to be crystal clear, we were not paid by Fundrise, we’re just covering the news
We’d love to talk with you more VCX and stock influencers, since it sounds like we’re totally aligned on both
1/5 Citron is short $VCX . $VCX is trading at $400+. Its assets are worth $19. SIMPLE MATH. The sponsor was fined by the SEC for paying 200+ influencers to promote their products without disclosure — willfully, for five years. They registered the domain GetVCX.com. Not VCXinfo. Not learnaboutVCX. Get. The domain name itself is the pitch. Their own prospectus discloses "Other Expenses – Marketing: 0.42%" charged to investors — roughly $3 million a year on a publicly traded security. Who is getting that money? . Full thread below. 🧵
The majority opinion was very simple: Tariffs are taxes, only Congress can tax
Trump claimed “emergency powers”, but those arguments didn't pass the sniff test (E.g. tariffs needed to stop Fententyl from Canada?)
The Q now is how to unscramble the egg: Refunds. SC didn't say
Elon Musk: "I am the largest individual taxpayer in history. I've paid over $10B in tax. I thought the IRS might send me a little trophy or something."
@chasemcelroy@NickOfNewYork@WonderyMedia not part of Wondery anymore. So no longer on Wondery+. Working to recreate an ad-free experience though. Thanks for listening, Chase
@jimcramer Put half your $ in S&P 500, half in 5 hero stocks + 1 safety stock. We talked all about "How to Make Money in Any Market" (his new book) on today's episode of @tboypod . Huge thanks to @Nasdaq for hosting us
@skims is growing faster & more profitably than any apparel co in the biz, and has unlimited ambitions:
Shapewear => loungewear => athletic apparel => next up footwear. It's also in cosmetics.
@KimKardashian's real ambition for Skims? Become the brand for all things beauty.
AI Slop is invading @Spotify.
$SPOT announced They've deleted 75M "spammy" tracks in the past 12 months.
How big is that? The About page says Spotify has "over 100 million tracks".
For every 4 real songs on Spotify, 3 fake songs have been published and deleted.