Aaron Rockwell

[Aaron Rockwell @AaronDRockwell]

@anaisghu @StockSavvyShay Get serious. It was never gonna happen

[Aaron Rockwell @AaronDRockwell]

@Tjban31 @StockSavvyShay Thats something a good little fanboy would say.....Investor not so much.

[Aaron Rockwell @AaronDRockwell]

@StockSavvyShay So ditched blue origin for the evil competition. Hilarious.

[Aaron Rockwell @AaronDRockwell]

@EBswings Buyer will show up at $350.

Gonna enjoy the ride back up from here.

[Aaron Rockwell @AaronDRockwell]

@amitisinvesting High debt no moat businesses are not good businesses.

[Aaron Rockwell @AaronDRockwell]

@LiebermanAustin They are terrible high debt no moat businesses

[Aaron Rockwell @AaronDRockwell]

@saylor $mstr - What does the fact that they keep increasing the STRC dividend tell you? They are getting more and more desperate for cash.

Also, Where do you think the cash for those elevated dividend payments is going to come from? 🤦

[Aaron Rockwell @AaronDRockwell]

@ScrooogeUncle $veev You forgot the mention the cash on hand. Almost $50 per share in cash alone...NO DEBT.

[Aaron Rockwell @AaronDRockwell]

@janloarca $owl has a ton of risk buried beneath it.

[Aaron Rockwell @AaronDRockwell]

@DimitryNakhla $isrg It would have to break down further here. If it does, I think you could see $365 ish. $350 is a long shot.

The odds are much higher it finds support right here at $400.

[Aaron Rockwell @AaronDRockwell]

@DividendTalks Several, but not all of these have wide enough moats to consider. Separate out solid/low debt balance sheets, and cuts the list down even more....

Not sure if I'd buy any of these yet, but to answer your question, $MA is probably the closest to a no-brainer.

[Aaron Rockwell @AaronDRockwell]

@DurableCreators @alphanotfound $Veev was already paying 15% in royalties to $crm and would only stand lose another 5% from where they currently are if Salesforce took the WHOLE 20% after the switch, which isnt gonna happen

Gain 15% yoy for free by risking 5% worst case scenario? No brainer for $veev

[Aaron Rockwell @AaronDRockwell]

$ISRG

Massive and growing footprint. Very wide imbedded moat-

No debt. $8 billion cash pile. 17% roe, stable and growing fcf. Sitting right in top of the 200 week. What more could you ask for?

Once a decade A+ opportunity.

[Aaron Rockwell @AaronDRockwell]

$veev No debt. Pull out the cash and this thing is trading at an 11 fwd pe growing at roughly 15 percent a year. Very wide moat.

I'll take it. 🫪

[Aaron Rockwell @AaronDRockwell]

@NBlikes43312 @RossMartinNC She

[Ross Martin @RossMartinNC]

A Big Rock Tournament record today down in Morehead City, NC

919.9-pound Blue Marlin caught by MARLIN FEVER.

Likely a $6.2M fish.

[Aaron Rockwell @AaronDRockwell]

@Investor_NICK_ Spot on

[Aaron Rockwell @AaronDRockwell]

@TradeIdeas The hedgies win here, as usual. Buy convertible and short-sell the underlying stock to lock in a risk-free profit.
Common shareholders are further down the capital structure. If $nbis fails, those bondholders get paid first, leaving little to nothing for common stockholders.