FinSkirt

Global investor - my tweets are not investment advice, just my own opinions/random musings.

[FinSkirt @FinSkirt]

@KoyfinCharts The irony is that so many compounders have underperformed for a while now. Take a look at SPGI, Ecolab etc etc.

[FinSkirt @FinSkirt]

@ydkint If we aren't dealing with a "cycle" and demand keeps supply tight, won't the margins persist? The pull back in memory stocks suggests people don't believe pricing/margins will be resilient.

[FinSkirt @FinSkirt]

@DeItaone That's surging? A bit of an exaggeration...they're in the green

[FinSkirt @FinSkirt]

@SpecialSitsNews And this interview is from May

[FinSkirt @FinSkirt]

@FundamentEdge 🙏🎯

[FinSkirt @FinSkirt]

@crux_capital_ How do you think about the stock's valuation here in order to buy at this level?

[FinSkirt @FinSkirt]

@VenkatP1359 Do you have any valuation analysis? Could this all be priced in?

[FinSkirt @FinSkirt]

@GavinSBaker Hall of Fame CFO? That’s doing a lot of charity work. Square was impressive, Nextdoor was not, and OpenAI is still a trillion-dollar capital-allocation science experiment.

[FinSkirt @FinSkirt]

@RosannaInvests You are missing Hyundai Electric with 50% share of the large transformer market in the US with mfg'ing facilities in the US as well.

[FinSkirt @FinSkirt]

Even if the SaaSpocalypse thesis is wrong (and I agree with many of your points) WHAT is going to change investor perception and how long will that potentially take? To me, if we can't clearly articulate that then the argument is just a "hopeful" take. As my boss used to say "Being too early is the same as being wrong."

[FinSkirt @FinSkirt]

@jukan05 Great clear read 🙏

[FinSkirt @FinSkirt]

@yianisz Where are you focused in terms of new stock ideas now that these stocks are fully valued?

[FinSkirt @FinSkirt]

@damnang2 In your view are all the optical-related stocks fully or overvalued at this point?

[FinSkirt @FinSkirt]

@realsteveeisman @Chartwell_Ideas 🎉💪

[FinSkirt @FinSkirt]

@jvisserlabs Does Baker's portfolio reflect the bear case?

[FinSkirt @FinSkirt]

@filippos_kok @realsteveeisman I think it would be more helpful to bring in Demis Hassabis (DeepMind) who advocates continued scaling to accelerate research discoveries.

[FinSkirt @FinSkirt]

@polinapompliano What a great piece - thank you

[FinSkirt @FinSkirt]

@orrdavid 100% agree. Appreciate the analysis.

[FinSkirt @FinSkirt]

@tig88411109 Great line: "The easiest way to die in memory is to mistake a loud quarter for a long cycle."