SButler60

[Save A Man @Save_A_Man]

5 years old - Dad knows everything!

7 years old - Dad knows.

10 years old - Maybe Dad doesn’t know?!

12 years old - Dad doesn’t know.

14 years old - Dad's gone crazy!

16 years old - Can’t take Dad seriously.

18 years old - What does dad know?!

22 years old - Dad's talking rubbish!

24 years old - I know more than Dad!

26 years old - Dad seems to know some things after all.

30 years old - Think I should ask Dad about this?!

40 years old - It’s amazing how Dad went through all this!

45 years old - Dad's been right all along.

50 years old - If Dad was here, I could have learned a lot from him.

[SButler60 @Butler60S]

@bizalmanac @801010athlete Hey Andy. Combo of HOKA/$DECK missteps and the return of $NKE created peak growth concerns. $ONON results v strong in the face of those narratives plus broader tariff concerns etc. $ONON is lifestyle not performance as they claim. I think it's an $80 plus stock in time.

[SButler60 @Butler60S]

@ContrarianCurse $ON has a tonne of torque in their P&L. $6B BB. SiC & China capacity the -ve v $TXN. Not sure how much SiC has been China capacity v lower than exp EV penetration + content. If $TXN works in size group prob does well. Agree on $TXN. Think $ON has potl for outsized EPS + mult lev.

[AReviewOrTwo @AReviewOrTwo1]

Some excellent insights in the interview in Graham & Doddsville from Beeneet Kothari at Tekne Capital Management.

Covers:

1. How he thinks about volatility

2. Idea generation

3. Individual ideas vs portfolio outcomes and portfolio construction

4. The five characteristics that ideas need to possess

5. On catalysts

6. On bias, management teams and customer due diligence

[Buyback Capital @Larryjamieson_]

Put yourself in a position to *accumulate* good assets over your lifetime. Gift that mentality to your kids. Rinse and repeat.

[Cluseau Investments @blondesnmoney]

@lwsresearch The CEO has an all time response to buying back stock

[ Q-Cap  @qcapital2020]

This is gold - Jamie going off the rails on WFH culture

[SButler60 @Butler60S]

@lowgravzone $GRPN

[SButler60 @Butler60S]

@OwainZerilli @Dan_Nash94 Hey man. Love to hear @Dan_Nash94's thoughts on your HR during your marathon PB vs his recommended pacing strategy. Guessing you were at threshold +/- for most of it but were able to maintain your pace. Big fan of the pod!

[AReviewOrTwo @AReviewOrTwo1]

One of my favorite concepts is that stocks ask different questions at different prices. Questions also change over time.

It’s up to the analyst to decide what the question is, what the market’s answer is, and whether the market’s answer is right or wrong.

[Pat McAfee @PatMcAfeeShow]

NOW WE’RE PLAYING

Concafa SC is BUZZIN on ESPN+

[Tom McClellan @McClellanOsc]

When ordinary people are asking about stocks, that’s the setup. When they are telling you about stocks, that’s the signal.

[Trevor Scott @TidefallCapital]

@TSOH_Investing stock market? more like the income statement

[kyle o’hehir @financeguy725]

being smart is a neat little trick in college

but unfortunately it's usually a package deal with too much risk-aversion and self-awareness

[Dave Portnoy @stoolpresidente]

McAfee Killed Norby. What a moment

[dalibali @dalibali2]

Self help experts: happiness is learning to live in the moment.

Capital market people: we’re focused on 2026 now that 2025 is de-risked.

[SButler60 @Butler60S]

@PythiaR @willis_cap This was the first call that was actually listenable since Donahoe has been CEO. Been force fed their medicine. Digital for show, wholesale for dough. Not a quick rebound as you say, but they're actually working thru it now vs having their head stuck in an optimistic sandbox.

[Fintwit @fintwit]

Who remembers March 12, 2020?

Four years ago today.