sniper
3.3K posts


Bitcoin crashing on the news that the “Strait of Iran” may be closed again. Black Monday on this coming Monday? 😬

Trey Yingst@TreyYingst
Overnight, the IRGC announced the closure of the Strait of Hormuz via state media. Today, at least two vessels have been fired upon, according to maritime tracking groups. Approximately 20 vessels have turned around, according to the WSJ.
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@toiletkingcap Lol we are going higher and there is nothing you can do about it
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@Merridew__ Did we have AGI last time we traded at peak valuations?
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why not buy oil in the paper market and sell it in the physical market and pocket the difference? how about that for an idea?
Steve Hou@stevehou
oil crashing in the paper market. 👀
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@Merridew__ best time was 6350
second best 6450
third best 6550
etc.
today is still pretty good!
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@Swordfishv44183 nooooooooooo I just want my 5% risk free yield in peace...
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Value guys refuse to touch $PYPL at 12x FCF because it was expensive three years ago but they'll load up on a dying newspaper at 0.6x book and call it disciplined investing.
Brother you just bought a melting ice cube with a 4% dividend. PayPal processes $1.5 trillion in payments annually with 87% gross margins.
Your "margin of safety" is buying a business model from 1952 and hoping it doesn't decay faster than your cost basis. Meanwhile actual technology companies with contracted recurring revenue and double digit free cash flow yields sit ignored because the multiple scared you in 2021.
Keep bragging about that 3.2% CAGR while the rest of us buy software businesses at trough valuations.
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Pacific Ocean is about to crank out hurricanes like no tomorrow.
Riley Doxsee@IPTCWCDirector
🌏🌀 2026 Western Pacific Typhoon Season Thread A season already marked by a Cat 5 (160 kt / ~890 mb) super typhoon early on. A developing El Niño and +PMM may lead to active season, most active of 2020s looking quite likely. Thread below ⬇️ (1/10)
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