Ryan

Mostly regarding my equity investing at this point. Lessons, philosophies and mentors

[Ryan @BizarreSlothy]

“The sweeter the fruit of habit is, the more bitter are the consequences “
- Bastiat

[Ryan @BizarreSlothy]

@hawkblogger Seahawks won’t be able to get him. Probably not available at 32 next year though…. 😆

[Ryan @BizarreSlothy]

@BTC_broo Nothing about the photos is the same

[Ryan @BizarreSlothy]

@CoachKG25 @mikealfred @Werkman As longer rates start to come down>trust in sata and strc keeps building>demand for higher yield continues up>demand for yield will naturally compress the actual yield for trusted higher yield>strc and sata will go over par

[Ryan @BizarreSlothy]

@dchristou369 @mikealfred Would add the bakery success, but that is not so widely known outside of his past (free) spaces mostly

[Ryan @BizarreSlothy]

@mikealfred @scottfelsenthal Several months ago i do remember you did say $35 you’d likely be a buyer and here we are. Presto.

[Ryan @BizarreSlothy]

@InvestWithFelix What is up with that equity price history?!?!

[Ryan @BizarreSlothy]

@x_times_1 Importance of management teams is under discussed on Xfi. Not you specifically just in general.
I look at balance sheet then go straight to DD on management. Is there anything in these guys past that could have been red flags in hindsight?

[Ryan @BizarreSlothy]

@CKidd206

[Tyler Page @rftylerpage]

We believe the American data center industry can succeed and thrive and will benefit everyone, whether it is the general public using AI, the companies driving tremendous technological breakthroughs, the blue collar workers staying busy around-the-clock building, or the states and communities in which we reside sharing in the success. We are trying to be the very best neighbors and friends we can be, and we are so thankful to our friends in Colorado City who have welcomed us. We intend to stay very engaged for the long-term. $CIFR

[Ryan @BizarreSlothy]

@JoshMandell6 Same price as ribeye per calorie. Apparently

[Ryan @BizarreSlothy]

@JoshMandell6 Approximately $.01 per calorie

[Ryan @BizarreSlothy]

@BreidenFehoko Dallas to finish the parlay!

[RealOpenArmy @RealOpenArmy]

join us to chat about opendoor. if you have a bulish or bearish view, we love to hear your thoughts.
https://t.co/XVLHmZIF3o

[Ryan @BizarreSlothy]

@CKidd206 DK gon’ DK

[Ryan @BizarreSlothy]

Investing is the same as nursing. You need patients to make money
@JoshMandell6

[Ryan @BizarreSlothy]

Brian Fleury ball knower
#seahawks

[Ryan @BizarreSlothy]

Only someone with the experience could have written this

[Mr Never Sell @MrNeverSell]

Warning: Long post (again... damn it)

In 2014 I was a big fan of Tesla. I spent quite some time back then being a "bull" and argued with people about electric cars.

After another decade I became wise (wiser).

Now I don't argue about stocks anymore. I don't even try to engage with people who don't like my stock picks.

But, I see a lot of people arguing about stocks. All the time. In every ticker almost.

Most overcomplicate things by trying to sound smart and writing in fancy ways.

If one writes A, the other must counter with B. Trying to sound wise and educated. Everyone is so successful and everyone knows best.

But, do you see any billionaires making things sound so complicated that nobody understands them?

No. They don’t need to. They don’t even talk about those details. They just say: "Buy great companies and hold for a very long time."

Ordinary people respond to that by thinking: "What the hell? What kind of advice is that anyway?"

The truth is that investing is not for smart people.

Smart people always find a way to step on their own ****. They can find great picks, but they can't hold. They change to much. That's their Akilles heel.

Investing is for people with a strong stomach, patience and good sense of what a good business is, at it's risks.

Investing is also about ramping up. If you are good at stock picking and have patience, you will soon experience it: The ramp.

The ramp feeling is insane. Seeing a position 2X, 3X, 4X, 5X and soon be much bigger than 10 of you other positions combined is an insane feeling.

And as I mentioned, if you are only smart you will not survive the ramp.

When you ramp up the sizes, or your investments become so big that you start to feel real psychological pressure, errors emerge.

When your positions reach the millions, a 30% dip feels like a disaster and you can’t handle it.

Even if you don’t have a million and you loose money that you think is big you will start feeling it.

Suddenly you don’t understand why but your result start to get worse and they compound. And you feel anxiety and deep financial worry.

On top of that comes a market crash or a couple of years of drawdowns, and all your investments start to crumble.

And the crash comes exactly when it shouldn’t.

You feel anger. Why me? Why now? All that "smartness" snaps because you have no psychological strength to handle it.

Then you realise that investing is about mental resilience.

But if you are strong you will survive through all that, heal and come back stronger.

If you don’t give up.

Even if you lose a lot of money.

Now you are not "only smart".

Now you have experience of your own darkness.

Now you are level 2 and ready to restart and ramp up again.

And you no longer feel the need to engage in debates.

This might repeat many times.

This is what we call the tuition to the market: all the money you lost to make you a better investor.

And as you progress, you see small fish who embark on their journey, telling the world how smart they are.

All big investors have experienced the ramping of their capital and all the psychological effects that brought them.

And those who "just" stayed smart and never endured the change, they never made it.

[Ryan @BizarreSlothy]

@leevalueroach Worst brand in the world. First thing getting thinks when they think Comcast: terrible customer service

[Ryan @BizarreSlothy]

@leevalueroach What do you see as the % downside risk that may be left in $mcd

[Ryan @BizarreSlothy]

@Thedumbgreek @BritishHodl is practicing pulling dudes groins to his face