Global Bagholding Opportunities IV L.P.

Shareholder-oriented oligopolies in growing markets.

@BeenThereCap @MrMojoRisinX admins should revoke his access for this IMO (it’s fairly obvious what his handle is)

@MrMojoRisinX Quite a back-catalog also. There are more.

Hey Marcelo, This is not my write up, and I honestly feel bad for the person who posted this...and the timing couldn't have been worse. But listen man...you are a fucking cunt for posting this and this is not the spirit of legacy VIC or trying to be helpful to anyone. This is a disservice to this entire community who want to get better. On behalf of FinX and anyone who truly wants to get better, learn from mistakes, and crush it...Go fuck yourself, Mojo

if London/UK lose either or both of Hassabis and Alex Gerko, then it's game over. Hopefully the policymakers realize this.

@MarceloLima internal makes sense to me. But these headshots look like completely different/random people. Gemini needs more TPUs

Most likely candidate for next CEO of Adobe $ADBE is David Wadhwani, who's been considered an heir apparent since at least 2022, according to Google Gemini:

@SouthernValue95 @WaterworldCapi1 hopefully it adds guardrails on costs for Anil

@justbrosef @WaterworldCapi1 Mgmt invited them to join board so shows a willingness to change

@SouthernValue95 @WaterworldCapi1 what can Elliott really do here given they have no real leverage; dual control structure doesn’t sunset for another 6 yrs

@WaterworldCapi1 They are positive GAAP EBIT YTD and LTM. Which is net of SBC.

$adyen.na was one of the biggest single $ p&l contributors for me pre-covid - and then I moved on to other things. But now, the current combo of sell-side/investor disgust + rel-ve valuation to Stripe are making me interested again.

@HedgeVision $BBY GOAT

$SPGI Director Joly Hubert buys $997,459 of shares, marking the second insider buy during the past 5 years. SPGI is down by 22% YTD, driven by fears of AI disruption and a earnings guidance miss for 2026.

@joshsendstweets gotta rug the 'tutes every once in a while just to keep everyone awake. wp

@justbrosef I mean they’re likely getting calls from a bunch ofpissed clients which means sales and trading are also pissed

$adyen sellside analysts kinda unusually hostile to mgmt on today’s call. tldr “you clowns don’t know how to guide” / “your excuses make no sense” / “when are you gonna start deploying the fcf somewhere”.

Add $gtm (fka $zi) to the list of massive AI loser re-poers.

@skhrj0 Yea but I struggle to adjust on timing, fml

@justbrosef 100s to 60s is a pretty good contra hit

contra’ing doesn’t have a 10/10 hit-rate, sadly

@PaneerCap That’s when the Class B supervoting collapses

@justbrosef why 2032?

$wday return seems binary. And 2032 a looong time to wait, perhaps?

KLA-Tencor

@Mojo_flyin @Couch_Investor He made himself CEO

@justbrosef @Couch_Investor They made him CEO

And voilà. Worst case scenario got realized. You lie, I'm out. $PYPL

@Mojo_flyin @Couch_Investor wdym. Lores is chair of PYPL board for almost 2 yrs now. He IS the board, basically.

@Couch_Investor IDK WTF $PYPL board is thinking hiring Lorres. What has he done at HP?

@ROICinvestor It’s in the IGV basket hence the flows

EDA names $CDNS selling for the cheapest P/E relative to SOXX in 9 yrs, with structurally "non cyclical" recurring revenue, more chip design (HPC & ASIC) yes seat based but design activity up not down and EDA CAN price to value if needs be. EDA sits between foundries and fabless defining/continuously updating the PDK.

also the Chairman is the former AT&T CEO who bought TCI from Malone and overlevered the B/S at the top of the market

PYPL 8x earnings… but will be led by an inkjet printer guy. What to do