catalyst or bust

Not sure if anyones interested but incase anyones wondering the port is as follows in no order 1. $NVR 2. $GTX 3. $FLL 4. $LFCR 5. $WOW 6. $SHC 7. $RSVR 8. $GOOG 9. $CMCSA 10. $HOLN.SW 11. $KRN.DE 12. $WSU.DE 13. $ECTM 14. $H02.SI 15. $TCU.SI 16. Short $WMT via puts

I think the unfortunate reality for $FLL is Chamomix is just not panning out as planned, maybe it turns the corner but at this point it seems like they just plainly over spent building this property. Great management team here but sometimes even Ted Williams will strike out

I think a good idea of whether you should trust a commodity focused twitter account is first if they understand the concept of basis If they don’t….. well there’s your answer

@allenkhatch True I remember the META one in 2022 that turned out very well

@catalystbust I think a lot of folks went long netflix once ackman gave up shortly after a bad earnings print. Also remember some folks going long META / GOOG in 22

Does anyone recall a fintwit consensus trade that actually worked, I literally can’t recall one Like ever

Criminally underfollowed account, @allenkhatch is putting out some of the best work on the gaming space

Damn this was a great call, alas I sold like a bitch $CMD.AX

there are guys on here who don’t know how to cook themselves eggs trying to trade oil against Citadel

Which is a bigger key man risk LeBron to thr health of the NBA or Buffett to the health of fintwit?

@GuyImpatient Same thing exactly hahaha

@catalystbust Same vibes less ai youtu.be/P0dAqlP3Imc?si…

I’m no expert but is this kind of ad illegal, certainly pushing the boundaries

I’ve found this to be quite beneficial actually in the sense it truly has forced me to think for myself and not let other’s opinions mold my own

So I come to twitter to see what the vibe is amongst the community and I’ve not read a peep on $CNTY , people just don’t really follow it

I think one of my truly terrible habits as an investor is coming to Twitter to either validate or disprove an investment thesis

You can arb fintwit sentiment in the following way - you have an idea and: - it’s down and it’s loved (its a 0), - it’s down and it’s hated (it’s worth at least 2x) - it’s up and loved (big move either way) - its so obscure no one talks about it (10 bagger)

What company actually has the strongest moat on the planet, my take and note this is a BASED take but $KO is pretty much as indestructible as it gets

$110 OIL