AyGoCougs

Just your everyday above average fan

[AyGoCougs @253Coug]

40-13 😎

[Washington State Football @WSUCougarFB]

👀🤷‍♂️ #GoCougs

[AyGoCougs @253Coug]

@WillBiddy_ @AStupak78622 @hazresearch When the bulls need to make stuff up to support their narrative that’s when you sell.

[AyGoCougs @253Coug]

@JimCook26695806 All except a portion of Jennings sales were non discretionary annual sales for taxes is my understanding.

[AyGoCougs @253Coug]

@JoeCredits @aresearchguy Amazing you pick the photo editing / pdf platform as the one to not be disrupted by ai 😂

[AyGoCougs @253Coug]

@WillBiddy_ A dynamite CEO would never go to ADBE lmao

Whomever takes that job will have to prove themselves in the role. No talent is lining up to move to ADBE, they are lining up to leave.

[AyGoCougs @253Coug]

@nwgolfpro @HycroftMining If they start buying back stock I dump every single share I own in an instant.

Silly.

[AyGoCougs @253Coug]

@MoInvestingHQ @BagholderIQ What way are fundamentals going?

Organic growth is slowing and margins are compressing. That looks to me like a company whose fundamentals are going the same direction as the stock.

[AyGoCougs @253Coug]

@Ross__Hendricks No signs of disruption is disingenuous

[AyGoCougs @253Coug]

@RealSKeshel @RoKhanna Never thought I’d see the day that a Republican loses in LOS ANGELES and there are claims of election fraud.

Newsflash, democrats don’t need to commit fraud to win LA

[AyGoCougs @253Coug]

@regioGr @VJNCapital That revenue certainly screams market share capture

[AyGoCougs @253Coug]

@anthony47242550 @KidsGetHealthy_ The point isn’t at all to discredit Kurtz

[Eric Adams @ericadamsfornyc]

There was never a $12 billion hole in the budget. That fairy tale was cooked up to justify reckless spending and political theater.

I left the incoming administration with $8 billion in reserves, not a financial apocalypse.

Albany election-year bailouts are not a long-term economic strategy. The free money dries up after Election Day, but the bloated “free” programs stay forever.

And here’s the part the socialists in City Hall never want to admit: the millionaires and billionaires they love demonizing already pay roughly 40% of NYC’s taxes. Keep demonizing the people creating jobs, investing in this city, and carrying the tax base, and eventually they’ll stop investing here altogether.

Facts are stubborn things. Even when some politicians aren’t.

[AyGoCougs @253Coug]

@MiamiMarkets @Mindset4Money_X Yeah, if the program started today I would agree. But the program started at a 230x P/e and like 14x sales.

I’m not so much concerned about continuation of program, but the past years have been a complete cash dump and forced them to now use debt for SRP + acquisition

[AyGoCougs @253Coug]

@MiamiMarkets @Mindset4Money_X And yes, I held at the beginning of year and sold after the run up pre earnings, ate a 15% loss. I will reevaluate next year and MAYBE enter again after tax loss harvesting pressure resides and if they show any resilience in core business. It was a lazy buy in first place

[AyGoCougs @253Coug]

@MiamiMarkets @Mindset4Money_X I think it’s important to identify bad capital allocators early and get out.

If you are down 50% since the start of a repurchase program, that’s not a fluke. That’s terrible capital use. Maybe one day it rises to the price they were buying at. But it doesn’t change being bad

[AyGoCougs @253Coug]

@MiamiMarkets @Mindset4Money_X Well the only definitive is that every share purchase to date has been decremental for shareholders.

And already need a 43% return to get to breakeven (not happening anytime soon). Don’t reward well intentioned poor management as a success. This has been terrible execution.

[AyGoCougs @253Coug]

@MiamiMarkets @Mindset4Money_X So shares that have dropped on average >30% since program commenced is accretive?

If they bought a bunch of new Toyota cars and sold them next year it would be more “accretive” lol

[AyGoCougs @253Coug]

@Mindset4Money_X Explain how a company buying back shares at expensive price, watching the shares plummet, and taking on debt to buy a new business is good for the shareholders.

[AyGoCougs @253Coug]

@amlivemon Wow, that’s new!

He’s made his career deceiving the gullible into thinking he’s the honest man in congress. It’s quite amazing really.

[AyGoCougs @253Coug]

@fiscal_ai Funny how people see this terrible use of capital as a positive.

[AyGoCougs @253Coug]

@LiveandLearn42 @Raymond24476153 @Jamison247 @DemzDeliver The arrogance.

Please explain how this is a display of impressive mayorship… The CSO initiative contributing $1.77b is the only thing he contributed to (smart/practical). Also smartly not calling it a surplus.

Beyond that, u are celebrating stock market strength and bailout