Recliner Capital

Investor of the highest quality businesses that are monopolistic, wide moat, cash flow machines

[Recliner Capital @CompoundKing007]

Investment Philosophy: Owning stocks not to make a quick profit, but with the intention of compounding over a longer period time horizon.

If i don’t have the conviction to purchase $100k worth of shares, I will not pursue the investment.

[Recliner Capital @CompoundKing007]

@SupBagholder It’s comical at this point 🤣

[Recliner Capital @CompoundKing007]

@joecarlsonshow @doneill Joe, what do you think of the passive growth fund $TOPT

[Recliner Capital @CompoundKing007]

@joecarlsonshow Congratulation Joe!!!

[Recliner Capital @CompoundKing007]

@amitisinvesting Market is already assuming meta is about to tap into equity markets

[Recliner Capital @CompoundKing007]

@joecarlsonshow Would be nice to track this metric on Qualtrim for MAUs between Gemini / meta AI etc

[Recliner Capital @CompoundKing007]

@joecarlsonshow @TheMegaInvest Do you consider your SCHG holding as a “cash substitute”? Do you deploy at any point into SCHG or do you try to deploy in there during market sell offs, but I’d assume not because you’re usually a buyer of stocks during sell offs.

[Recliner Capital @CompoundKing007]

@Mr_Derivatives Everyone wants AI chips now. AMZN/Google bounced hardest since Iran war lows cuz they make chips. Meta/Microsoft don’t. Microsoft sells compute, not silicon.

[Recliner Capital @CompoundKing007]

@joecarlsonshow Rip to WOOP

[Recliner Capital @CompoundKing007]

@jbulltard1 https://t.co/XSTOn7axRe

[Recliner Capital @CompoundKing007]

@jbulltard1 Yep that’s exactly what happened.

[Recliner Capital @CompoundKing007]

@SupBagholder What’s your cost basis??

[Recliner Capital @CompoundKing007]

@joecarlsonshow 😂😂😂

[Recliner Capital @CompoundKing007]

@joecarlsonshow This type of coverage/analysis on their negotiations would be immensely valuable for the Qualtrim community!

[Recliner Capital @CompoundKing007]

Very pleased with my capital allocation.

[Recliner Capital @CompoundKing007]

@ExtremeBlitz__ Own your own business.
Purchase your own home.

[Recliner Capital @CompoundKing007]

@joecarlsonshow

[🟢 BehavioralEdge 🟢 @_MarketBehavior]

Since Saturday, $DUOL's Focus Mode has been on my iPhone.

Workout hard --> Binge Netflix
Eat vegetables --> Have ice cream
Do your Duolingo lessons --> Unlock addictive apps

Luis is leaning into another huge lever: Duolingo will be the healthy screen-time option.

The more time humanity spends doomscrolling and watching short videos, the bigger the need becomes.

Duolingo handbook:

"These platforms are designed to keep people endlessly scrolling and watching. What sets Duolingo apart is that our users come with a clear goal: learning. It’s not mindless entertainment; it’s a productive and purposeful use of your time."

[Recliner Capital @CompoundKing007]

@ariaradnia Only about 18% of s&p market cap. Not half

[Recliner Capital @CompoundKing007]

@RebellioMarket This feels like Peter Lynch writing style

[Recliner Capital @CompoundKing007]

@TheRealEstateG6 Not everyone is invested in S&P…

[Recliner Capital @CompoundKing007]

I live within my means. I invest far outside it.