FourMileRun Capital

"Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it."

Know what you own and why you own it. NFA.

[FourMileRun Capital @4MileRunCapital]

@nikesharora There is a bot farm out there generating witty and humorous replies to build views and reputation.

Although this one is funny though 🙂

[FourMileRun Capital @4MileRunCapital]

Closed all stocks and majority of calls at high 390s. Will close remaining if 385 don’t hold. If it does will try to enter again. $AVGO

[FourMileRun Capital @4MileRunCapital]

Bought stocks and calls. expecting a bounce above 400 next week if not will cut below 380.

[FourMileRun Capital @4MileRunCapital]

@babyfolio Conviction and concentration always has to be paired with patience.

[FourMileRun Capital @4MileRunCapital]

Bought stocks and calls. expecting a bounce above 400 next week if not will cut below 380.

[FourMileRun Capital @4MileRunCapital]

$AVGO Low 390 looks like a good buy zone for a short term bounce. Lets see the price action if and when it goes there.

[FourMileRun Capital @4MileRunCapital]

$AVGO Low 390 looks like a good buy zone for a short term bounce. Lets see the price action if and when it goes there.

[FourMileRun Capital @4MileRunCapital]

@immad @yacineMTB Great take. Always wondered what the culture is like at Mercury. Now I know. Thank you.

[FourMileRun Capital @4MileRunCapital]

It’s okay to build a cult if that’s your jam. It’s another thing entirely to hide behind ‘solving the hardest problem in the world.’
Give me a break, it’s insurance tech, not SpaceX or Tesla.

[nico laqua @nico_laqua]

Maybe that culture is fine for you at linear, and it looks like it’s working great for you! You’ve created something worth over a billion dollars in 7 short years, that’s something very few people on the planet have done before.

But sometimes there are big problems that need solving, and there is more creative thinking, not less, that happens with contact with the big problems. In our case, creating the financial operating system that owns the creation, transfer, financing, and investment of risk, using AI to automate the paperwork of the most regulated entities to make every business and person a little more profitable, waste a lot less time, and be more protected, is a big problem.

Maybe there were super geniuses at the Manhattan Project working 1 day per week like zen masters. I doubt it though, because if you’re obsessed with a problem, you work hard. Nowhere did I or do I glorify lack of sleep (I always think sleeping right and exercise are very important), and different people have different visions, cadences, and ways they want to run their companies. And that’s ok, but you attacking our style based upon sound bites when we are solving a really important problem, by market sizing probably the biggest problem large language models can solve, isn’t it.

[FourMileRun Capital @4MileRunCapital]

@HarryStebbings @nico_laqua they are attracting the types that are young with no life outside work or people with no family or kids. This is intentional to extract the most out of people. Crash and burn factory.

[FourMileRun Capital @4MileRunCapital]

This is classic hedonic adaptation (aka the ‘hedonic treadmill’). Psychologists have shown people internalize raises, windfalls, or big asset gains surprisingly fast, often within months and it becomes the new baseline.

The $850k Zillow number that felt unbelievable in 2024 is now just ‘normal,’ so selling for less feels like a real loss.

[FourMileRun Capital @4MileRunCapital]

@VivekGaripalli Thank you for addressing this head on. Love it when founder standup to uninformed with a platform or a hidden agenda.

[FourMileRun Capital @4MileRunCapital]

$CLOV

Lots of volume in $4 strike puts. Highly likely they dropped below $4 so they can close it out.

[FourMileRun Capital @4MileRunCapital]

$CLOV
Even if you assume the worst case scenario where the rating remains unchanged, lower end of the profit target for 2026 (breakeven) only 5% growth and outstand shares increasing due to unforeseen dilution event, no news on Counterpart, you are still looking at a $6 - $7 if you hold for a year.

This stock has turned a corner.

Know what you own and why you own it!

[FourMileRun Capital @4MileRunCapital]

@kilometers23 🫡

[FourMileRun Capital @4MileRunCapital]

$CLOV

This is the most sustained buying activity I've seen in this stock for the last few years, If you look back all the buying has been like quick pump and gap downs.

Since Apr 2026, its been sustained buying like someone pointed their algorithm to keep buying every day.

Smart money is behind this type of buying mechanism. $3.92/$4 is the next hurdle. $4.50 before next ER if this sustained buying continues.

[FourMileRun Capital @4MileRunCapital]

@realEstateTrent True. But sometimes it’s down to get into a great school district if you don’t want to rent. Beats paying for private school. You can sell when kids graduate and hope it appreciates at 3% so you can break even after upkeep.

[FourMileRun Capital @4MileRunCapital]

@DJ_CURFEW Translation of the long corporate speak: we over hired during ZIRP era, now bottom lines matter more than ever so under the guise of AI acceleration and efficiency gains we need to lay people we over hired. Sorry but no sorry. GG.

[FourMileRun Capital @4MileRunCapital]

@HeroDividend Monday at 9:15 AM is the best time to enter Costco. The crowd who had been lining up before 9:00 AM is already inside and the bigger crowd is not there till 10:00 AM.

Its not crowded. Checkout is a breeze if you can exit with in an hour.

[FourMileRun Capital @4MileRunCapital]

@Tommyboy327 What part is dreaming? Do you know how to read earnings or just make snarky comments?

[FourMileRun Capital @4MileRunCapital]

$CLOV Bid stacking 2:1 against Ask for last hour or so. This has $3.20 written all over it for today.

I wouldn't be surprised if we get a positive news next week or by the end of the month which can send this to $4 quick.

[FourMileRun Capital @4MileRunCapital]

@texasrunnerDFW Need another 15 - 20% reduction in price before we go back to a balanced market based on the trends.

Just wait for 10% of these sellers to be forced to sell after being months on the market and they'll start bringing the neighborhood comps down.