michael gibson

[michael gibson @GibsonMich18472]

@thoughtfulmoney @gave_vincent Yet another thoughtful interview with Gave. Thank you! I enjoyed listening.

[michael gibson @GibsonMich18472]

@dunne_insights AMC Pacer!!! Such wonderful memories.

[michael gibson @GibsonMich18472]

@iluminatibot What a unique individual. Reminds me of the fur trapper in the stagecoach from The Mortal Remains chapter of the Ballad of Buster Scruggs.

[michael gibson @GibsonMich18472]

@robchamo Ask yourself, will forward revenue expectations actually occur? If the hyperscalers begin cancelling their announced CAPX plans, the price-to-earnings will look very different from today.

[michael gibson @GibsonMich18472]

@AndersReiche True, $LMND still operates with a loss-making combined ratio on its underwriting. As of last quarter, they are spending roughly $1.38 on losses plus expenses for every $1 of underwriting premium. Should trade much lower for an insurance company that can't underwrite profitably.

[michael gibson @GibsonMich18472]

@zacktanzx It's coming.... if we didn't have the Iran conflict and the weight of high oil prices on $VFC, we may have already been trading in the mid-$20's. But, who knows?

[michael gibson @GibsonMich18472]

@stebottaioli Nice to see we finally closed the open gap at $108.80. Maybe we are closer to a lasting reversal.

[michael gibson @GibsonMich18472]

@RoseElla1234 I always wondered if there was hidden meaning in the fact that the gold was found in a grave marked, "Unknown". Maybe, we don't understand in this life what true value is?

[michael gibson @GibsonMich18472]

@popsicle7631 If you own $BABA, you realize their ROI from reinvesting FCF into the Cloud Intelligence Group is greater than buying in stock. I trust management's decision-making. Shares will respond violently to the upside when value returns to favor. Loads of value in this name. 💵🏦

[michael gibson @GibsonMich18472]

@RebellioMarket $BABA heading to $270 before the last parabolic move to near $400 using Livermore's chart? 🤔 Nearing pivot #7

[michael gibson @GibsonMich18472]

@RnaudBertrand Now we know what the Apple Car could have been without the massive price tag. I think this could sell well in the America's with a price around $80,000.

[michael gibson @GibsonMich18472]

@cantonmeow @dannycheng2022 While you're there, I recommend you try the Bird's Nest Soup at the Ritz-Carlton. So good!

[michael gibson @GibsonMich18472]

@0xDamien Yep. And how about $SPCX with $60B in annual revenue about to IPO for $1.75T. That's about 1/4 of $BABA annual revenues. The dislocation cannot last forever.

[michael gibson @GibsonMich18472]

@GangsterCinema The Hong Kong original version was so much better, IMO.

[michael gibson @GibsonMich18472]

@WillBiddy_ When consumers are under financial pressure, pet care becomes a luxury, not a necessity. These types of household expenditures are usually among the first to go.

[michael gibson @GibsonMich18472]

@gave_vincent @WilfredFrost I enjoyed your thoughts. Great interview and conversation. Thank you!

[michael gibson @GibsonMich18472]

@WilfredFrost @gave_vincent @Gavekal Thanks, Wilfred, for that fascinating interview! Louis was a great guest and offered valuable perspectives. Much appreciated!

[michael gibson @GibsonMich18472]

@RippleXrpie I guess that implies the Eastern Hemisphere belongs to China. So, Rubio will have no problem with a Chinese reunification with Taiwan.

[michael gibson @GibsonMich18472]

@Stickstrom $LMND has yet to prove that their AI models are better than traditional underwriting models. Despite their hyped AI they are still underwriting policies at a significant loss. Their combined ratio sits at 139 vs. mid-90's for all the other large P&C firms. Listen to Ajit.

[michael gibson @GibsonMich18472]

@lady_valor_07 Pizza Hut in the early 80's. Used to love the BBQ pizzas and the buffet!!