First Principles

Steve W from the @PlayingFTSEShow

Part-time freelancer with @TheMotleyFoolUk

Views are my own. Don't do what I say.

Boring investor. Don't do what I do.

[First Principles @Compounding365]

@CathieDWood @elonmusk @Tesla @robotaxi No driver, no safety monitor? Sounds like the ARK portfolios...

[First Principles @Compounding365]

@djhammy @CathieDWood No, if Cathie Wood tells you she's bullish that tells you she can still type. Nothing more.

[First Principles @Compounding365]

@balerunnerr @Dale41193235205 @TheSpursExpress @SamWallaceTel I think that's what he means? If that's what they're asking we should look elsewhere?

If so, I probably agree. All for us being aggressive in the market but that doesn't seem like a sensible move.

[First Principles @Compounding365]

@theshivpat @patrick_oshag 💯

Excuses for not being around. That's fine. Tell yourself what you need to.

[First Principles @Compounding365]

@RudolphN17 Think I agree.

I thought Tel was a reach, but there's still plenty of time for that to come good.

I was really excited about Kolo Miami, though it's fair to say that one didn't work so well.

With Souza and Udogie, are we still short at LB? Unsure about Robertson.

[First Principles @Compounding365]

@RudolphN17 I reckon he could do well in a team like Barcelona. He's a legit player for a dominant team. Unfortunately with us at the moment he has to make north of 8 tackles in a game and that makes him a card magnet.

[First Principles @Compounding365]

@SpursInsight_ @mundodeportivo Our players have been switched off all bloody season.

[First Principles @Compounding365]

@CarsonTalkMoney Careful with that - Chegg insiders were buying right up to the end. I like some of the names here, but history tells us insider buying can be followed by disaster.

[First Principles @Compounding365]

@Crisb2708 @alc2022 I don't think that works if nobody buys it?

[First Principles @Compounding365]

@slimshady09 @RudolphN17 Love to be a fly on the wall in that meeting.

Vinai et al.: "Here's what we expect for next year..."

RdZ: "Cool. Now here's what *I* think and we're going to do it because right now I'm the second coming of Bill Nicholson and nobody knows how you cunts are still here. Ok?"

[First Principles @Compounding365]

@CarsonTalkMoney If you were looking for a re-rating and you don't think it's happening, your way forward is clear, no?

[First Principles @Compounding365]

@ChrisCowlin Most pointless use of a computer in history.

[First Principles @Compounding365]

@LukeSimpleDiv Losing court cases around child protection?

[First Principles @Compounding365]

@qcapital2020 @RampCapitalLLC Never gets old

[First Principles @Compounding365]

@alc2022 It will be if they merge with enough other companies

[First Principles @Compounding365]

@varuninvesting Linares is overpriced at $1. I wouldn't take him if you said I could have a $5 credit.

[First Principles @Compounding365]

@andrewcoye @zugmanfabio @StocksOddball If you look in the mirror and do see Warren Buffett, that's not a mirror, it's a poster 🙂

[First Principles @Compounding365]

@zugmanfabio Agree. But I don't know what they would be investing in.

[First Principles @Compounding365]

@ARKInvest Sometimes I worry I might be the dumbest person in the stock market. Then I go check out ARK and feel better

[First Principles @Compounding365]

@Bobdog1922 @KobeissiLetter Buying Buffett's shares back when he tops it