Brian Kehm

Passed CFA Exams + Harvard Com Sci Classes + Tesla Model Y Nomad

[Jeffrey Gundlach @TruthGundlach]

Fascinating that Kevin Warsh opened his Jackson Hole remarks talking about “hikes”.

[Brian Kehm @BrianKehm]

@leevalueroach Now adjust for inflated expectations.

[Brian Kehm @BrianKehm]

@RentYourStocks I’m still up 170% on meta. Not including covered calls income.

[Brian Kehm @BrianKehm]

@investwithintel Is the executive comp justified given the performance? Also, look at net insider selling. I’ve recently invested, but the critiques are well founded.

[Brian Kehm @BrianKehm]

@FindleysFinance Bought around the same time. Still have 200 shares. Average cost $215.10. If it drops more, I’d invest more,

[Brian Kehm @BrianKehm]

@ASychov @markgurman Welcome to media 101.

[Brian Kehm @BrianKehm]

Foldable phones are a solution looking for a problem. @Apple $AAPL

[Brian Kehm @BrianKehm]

@markgurman Foldable phones are a solution looking for a problem.

[Brian Kehm @BrianKehm]

@LachHughesCFA @LongGameEquity Personal freedom? Let parents parent. Private safeguards would form. But alas, people want the govt to control more of our lives. And more so, regulatory capture. Lottery = tax on the poor, etc.

Also, social media is a net benefit. Driving restrictions might be a better analogy.

[Brian Kehm @BrianKehm]

@JRambo0810 @Investor_NICK_ Age gating online is a fool’s game.

[Brian Kehm @BrianKehm]

@Rajatsoni Hard to believe you’re in compliance with the CFA’s code of conduct.

[Brian Kehm @BrianKehm]

@LachHughesCFA @LongGameEquity Should the government restrict candy and fast food? Fellow thinker here - also passed the CFA exams.

[Brian Kehm @BrianKehm]

@SenWarren Anyone curious why industries with the most government intervention have gotten the most expensive? Healthcare, student loans, housing, etc.

[Brian Kehm @BrianKehm]

@BoujeeFinances We’re already living in the metaverse. Directionally correct move. But bad marketing.

[Alexandr Wang @alexandr_wang]

@vasuman 🫡 wait til you see what we have coming next

[Brian Kehm @BrianKehm]

@AswathDamodaran Following you for 10+ years. But your writing is unnecessarily verbose. It’s deterred me more than once from reading.

[Jeffrey Gundlach @TruthGundlach]

The U.S. National debt officially surpassed $40 Trillion yesterday.

Today the Treasury department announced a doubling of periodic purchases of long term U.S. Treasury bonds.

[Brian Kehm @BrianKehm]

@chamath @asrrrrrr217 Calling Meta an ad company = calling Tesla a car company today. % of revenue.

[Brian Kehm @BrianKehm]

@GrahamStephan That’s applies to their benchmarks, not the S&P 500. Should know better.

[Brian Kehm @BrianKehm]

@liquidpnd @gobiborg @fwrenzo1 Howard Schultz, Oprah Winfrey, Chamath Palihapitiya, Lebron James, etc.