Calum Lewis

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Calum Lewis

Calum Lewis

@CalumLewis

Designer turned investor. Hit a $100k portfolio from zero by 23, now building the tools I wish I had at @trychartloom.

Wales, UK شامل ہوئے Ocak 2021
270 فالونگ174 فالوورز
TradingPulse X
TradingPulse X@TradingPulseX·
@CalumLewis In a way buying great companies is also trying to outsmart the market. Choose the way that you are most.competent in.
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Calum Lewis
Calum Lewis@CalumLewis·
Harsh truth: Stop trying to outsmart the market. Just buy great companies and wait.
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Calum Lewis
Calum Lewis@CalumLewis·
@weary_centurion Must be frustrating for him, probably cause he’s playing defence constantly
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Weary Centurion
Weary Centurion@weary_centurion·
$NKE CEO : “I’m so tired” Spare a thought for the shareholders I am sure they are far more tired than you are People are attacking me for saying the business is not improving and appears to be in decline Where are the bulls with coherent cases to the contrary? Come at me
The Transcript@TheTranscript_

$NKE CEO this week: "I’m so tired, and I know you are too, of talking about fixing this business. I want to move from fixing, and I know you do too. I want to move to building. I want to move to inspiring and driving growth and having fun....This is complex work, and parts of it are taking longer than I'd like, but the direction is clear. The urgency is real, and the foundation is getting stronger."

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Jake
Jake@JakeWolffy·
@CalumLewis @Mindset4Money_X Yea saw you already responded with it to someone else. Glad you have it. :) I think it's a good idea to add that toggle you suggested
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Mindset for Money
Mindset for Money@Mindset4Money_X·
It’s early 2017 and the hottest messaging app in the world goes public. You invest $10K. Today, that's worth just $1,900. Why didn't $SNAP work?
Mindset for Money tweet media
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Calum Lewis
Calum Lewis@CalumLewis·
@IndexAndForget Very true to be fair, good point. I guess it really depends on the person individually. I'd minimize any depreciating asset cost as much as possible though
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Index & Forget
Index & Forget@IndexAndForget·
@CalumLewis If its too much you'd rather put a down payment on a house than buy an expensive car But again net worth plays a big factor, if you're a millionaire with no debt then go for it
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Index & Forget
Index & Forget@IndexAndForget·
How much is too much for a car?
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Calum Lewis
Calum Lewis@CalumLewis·
I applaud @herbertong for his neutral take on $TSLA in this video. While patience is key, that’s been the case for years now. I wish the rest of the investing community were more willing to be critical and call out headwinds as they appear. On the plus side, there are several upcoming catalysts to watch. youtube.com/watch?v=WZ7Gvi…
YouTube video
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Investing Addict
Investing Addict@InvestingAddict·
Ring shopping with my lady today. Do I tell her now or later that I bought the dip with her engagement ring fund?
Investing Addict tweet media
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Index & Forget
Index & Forget@IndexAndForget·
If you followed me and I didn't follow back It's probably because you didn't reply to me Im not following people that don't engage
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Calum Lewis
Calum Lewis@CalumLewis·
Good point about the Y-axis; I’ll add an optional toggle to adjust it. I agree with you there - no need for hostility. My point regarding personal preference is still valid, though in absolute terms, it makes no difference as I mentioned. As my original post stated, while companies do dilute, I view SBC as an actual expense and a key part of the problem. Hence 'might be one part of it'. They can 100% cut-fat. It's an app, doesn't need 25% SBC as a % of revenue for years like it did.
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J
J@j208988·
@CalumLewis @Mindset4Money_X “Good point… not sure what your point is” You sure you’re sure you know what you’re saying? My point is that without the exaggeration it mirrors pretty much any other growing stock’s gradual increase in share issuance. You think companies offer shares to the public once? 😂
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Calum Lewis
Calum Lewis@CalumLewis·
@weary_centurion Revenue in Greater China declined 17% (reported), citing a trend of declining store traffic and elevated promotional activity that management expects to continue through fiscal 2026... I think bulls would be missing this negative 🙃
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Calum Lewis
Calum Lewis@CalumLewis·
@j208988 @Mindset4Money_X Good point, but doesn't change the absolute change at all. And personally I prefer to see the magnitude of the change, not just make it look better than the reality anyway? So not sure what you point is. Nothing is 'exaggerated'? It is exactly as it actually is.
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J@j208988·
@CalumLewis @Mindset4Money_X I hate these kinds of charts. So obviously manipulated to exaggerate the issue. This is what your chart would look like without the truncated Y-axis
J tweet media
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Stock Fox
Stock Fox@realstockfox·
@GrindeOptions Love the company and mission, not the valuation. A lot of people will regret buying the IPO
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Cole Grinde
Cole Grinde@GrindeOptions·
I don’t think I’m going to be buying the SpaceX IPO at the $2 trillion valuation. Gonna wait until the dust settles.
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Calum Lewis
Calum Lewis@CalumLewis·
@AIInvestorHQ I wish it changed, luckily I managed to find out about it in my early 20s and now I've been able to share it with Friends and Family. I wish I got started at 18 though...
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JC Investing
JC Investing@AIInvestorHQ·
There is NO education in the UK for investment accounts I know someone that spent most their life earning £200k upto £2m a year Their retirement plan was their business Few years after 2008 that business fell through along with their real estate Don’t be like this, educate yourself.
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Calum Lewis
Calum Lewis@CalumLewis·
@WOLF_Financial Know what you own. Build conviction. Understand the business on a deep level if you can. Make a thesis outline and stick with it. If the business breaks it, don't marry the stock.
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WOLF
WOLF@WOLF_Financial·
What is 1 piece of advice you would give to someone who is about to invest their first $$$ into the stock market next week
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Calum Lewis
Calum Lewis@CalumLewis·
Can we stop saying $NKE is cheap? Foward P/E: 26x is NOT cheap for a company with: - flat/zero growth - 94% Dividend Payout Ratio - Declining margins - Regional Revenue declines - Almost every product segment EBIT is trending lower/nearly negative
Calum Lewis tweet media
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