Brendan

Biotech investor. Seeking alpha analyst and full-time investor. Co-founder in biotech and science geek 🧬🔬🥼🧪

[Brendan @BrenMOBoyle]

Flashback to the Silicon Valley Tres Comas Tequila:

[Brendan @BrenMOBoyle]

@BoomerDivvies It depends on the person. If you are careless with money the former, if you are careful with money the latter.

[Brendan @BrenMOBoyle]

@taobanker I don't find the current price to be appealing enough to want to buy. Below $200 could change that, but I've learned to stay in SPX unless I get a fat pitch.

[Brendan @BrenMOBoyle]

@zerohedge All is lost if they initiate a dividend lol

[Brendan @BrenMOBoyle]

@taobanker Idk if you can blame MB here. Technically he's right on the stock (triple beat), he's just wrong about predicting how the market would react.

[Brendan @BrenMOBoyle]

@taobanker To lose or not to lose at $176/share, that is the question…

I still hate how I’ve avoided this all year, but the market is getting so stupid it’s forcing me in 😂

[Brendan @BrenMOBoyle]

@taobanker These market degenerates are going to force me to buy $ADBE too. I hate you guys lol 😂

[Brendan @BrenMOBoyle]

@taobanker All my life, I have aspired to the latter

[Brendan @BrenMOBoyle]

@steady_profits Around $175 it becomes hard to envision losing money long-term. At that price you are expecting 10% annual contraction, almost no terminal value with a 10% WACC. It may be a cigar butt investment tho, I don't see this getting back to $700/share in 10 years.

[Brendan @BrenMOBoyle]

@rsl12345 @ETFAndChill I seriously doubt that, but if so you are a massive outlier.

[Brendan @BrenMOBoyle]

@DavidBCollum That would make the peanut gallery angry

[Brendan @BrenMOBoyle]

@leadlagreport After all, isn’t the greatest pair trade of all time being long $BTC and short a kidney?

[Brendan @BrenMOBoyle]

@drsprs @flippyfloppy52 I think you could only predict negative reactions for sure

[Brendan @BrenMOBoyle]

@RealEmirHan QT: your dick was hard the whole time, wasn’t it?
Me: What an oddly specific question for someone who loves making violent movies…

[Brendan @BrenMOBoyle]

@taobanker I feel like the short AI Capex trade has gotten so overblown and obvious that it almost has to be wrong. Like ok guys we’ve been obsessing over Capex for nearly a year, while Azure continues its 40+% annual growth. But I’ve been long since $405 and didn’t take profits lol 😂

[Brendan @BrenMOBoyle]

@GavMcCracken This isn’t a good bull thesis for gold. The amount mined is small relative to world supply.

The bull thesis on gold is:
1. Monetary debasement
2. War means more multipolar world (CBs buy gold)
3. Warsh isn’t going to hike rates, increasing negative real rates as inflation rises

[Brendan @BrenMOBoyle]

@Mindset4Money_X Market is afraid of rate hikes

[Brendan @BrenMOBoyle]

@steve2bacon That’s obviously false, on black Monday in 1987 the market fell 23% in a single day.