Finance Bro

Let’s all get rich. It takes patience and a strong stomach to make the big move. Value believer

[Finance Bro @FinancebyBrian]

@internetarchiva Staged bullshit

[Finance Bro @FinancebyBrian]

@santibaldu @SebKrog 23m, a lot, over 15%

[Finance Bro @FinancebyBrian]

@Projectcynic @santibaldu @Cindychwang @Banancial @grok Agree

[Finance Bro @FinancebyBrian]

@klara_sjo I think if you called it the pcm you’d get some takers

[Finance Bro @FinancebyBrian]

@UnrivaledInvest Switching costs are crazy high

[Finance Bro @FinancebyBrian]

@fiscal_ai 3B? I think it’s TTD

[Finance Bro @FinancebyBrian]

@DividendDynasty 263 average 605 shares

[Finance Bro @FinancebyBrian]

@BitcoinDon21M @DudeWhoInvests How is it undervalued

[Finance Bro @FinancebyBrian]

@katsuxbt That’s such a bargain

[Finance Bro @FinancebyBrian]

@MurrayHillGuy1 Of course

[Finance Bro @FinancebyBrian]

@CasinoCapital I have a similar thread check it out

[Finance Bro @FinancebyBrian]

@CasinoCapital I completely agree. I loaded up on LEAPs

[Finance Bro @FinancebyBrian]

@cashrulesNC That’s a bit binary. Tech and AI can continue to damage like internet and e commerce and prices can correct, especially in stocks with exuberance

[Finance Bro @FinancebyBrian]

@systvest Thats interesting. I don't use screens per se, just constantly scrolling for opportunities. What would put it in your buy zone? I have a hard time believing it will get cheaper.

[Finance Bro @FinancebyBrian]

@MultibaggerRsch Check out my thread I bought a ton of leaps

[Finance Bro @FinancebyBrian]

My biggest position continues to be GOOG by far. I loaded up at 150-160 in March April 2025, used about 1/4-1/3 of my capital now it’s more than half more my portfolio

[Finance Bro @FinancebyBrian]

I’m buying Jan 21, 2028 $5 LEAPs. If we get a rerate in the market it will be a big move, otherwise I need a $6 price. I think it’s a good risk reward on what I consider a dislocation play

[Finance Bro @FinancebyBrian]

I don’t do a good job of sharing my ideas here but here’s one. BMBL is down 93% since IPO. That isn’t a thesis in itself but it’s a lot cheaper. FCF and revenue is real even if user and arpu is declining. The big issue is the debt load. Thread below

[Finance Bro @FinancebyBrian]

They’re working on a brand refresh and dating apps are cyclical. They’re been killed by hinge, it’s time for their comeback