Glass Lens Investment Research @GlassLensRes - Twitter Profile

For all my followers contemplating this IPO, please keep this post in mind. You will be flagged if you buy and sell spacex within a certain amount of days, depending on the brokerage. They are purposely skewing this ipo in favor of institutions. If it doesn’t work, retail is left holding the bag.

Sawyer Merritt

@SawyerMerritt

about 6 hours ago

FYI for retail investors: If you plan to submit an indication of interest (or COTP) for SpaceX IPO shares, it's a good idea to review your brokerage's IPO flipping policy. I found some of the brokerage policies: Robinhood: "You can sell the shares you received through IPO access at any point in time. However, if you sell IPO shares within 30 days of the IPO, it's considered flipping and you may be prevented from participating in IPO access for 60 days. This policy applies to all IPOs offered with IPO access." More info: https://t.co/i7UoqeW33J Charles Schwab: "You are free to sell shares purchased in a public offering at any time, subject to applicable law, market rules, account restrictions, and the terms of the applicable offering. For some public offerings, selling shares within a specified period after allocation may result in restrictions on your ability to participate in future public offerings through Schwab. The applicable restricted period, duration of any participation restriction, and other consequences may vary by offering and will be disclosed through the IPO Site or other offering-related materials, including the applicable registration statement. By placing or affirming a COTP for an offering subject to an anti-flipping policy, you agree to the anti-flipping policy disclosed for that offering." The restriction for a first time flipper is often 6 months, but check directly with Schwab to confirm. More info: https://t.co/ZInVaBcEhy Fidelity: "As with any investment, you are free to sell the securities obtained during an IPO whenever you determine it is appropriate for you. However, if you are allocated shares of SpaceX and you sell within the first 15 calendar days from the start of trading in the secondary market, it will affect your ability to participate in future new issue equity public offerings through Fidelity for a defined period of time. The defined period is as follows: First Flip – Blocked for 6 months Second Flip – Blocked for 1 year Third Flip – Permanently banned by your SSN The first day clients can sell without being labeled a flipper is the 16th calendar day after the IPO trades." More info: https://t.co/KuD0F1OIWT Sofi: "Members are able to sell securities obtained during an IPO whenever they would like. SoFi does not restrict the sale of securities on the secondary market. However, if a member sells within the first 30 calendar days post-IPO, that member will be limited in their ability to participate in future IPOs through SoFi for a defined period of time as outlined below: Members who have obtained shares/units of an IPO through SoFi and sell within the first 30 days post-IPO are considered “flippers” and may be prevented from participating in future IPOs for 180 days upon a first violation, 365 days upon a second violation, and permanently in the event of a third violation. In addition, SoFi may charge a $50 fee for the sales of securities obtained through the IPO process if the sales take place prior to the 120th day of trading. This fee will step down to $5 for each subsequent sale that takes place prior to the first 120 calendar days of trading." More info: https://t.co/bDBt3DKeuq E*Trade: "E*TRADE may flag your account and restrict you from participating in future IPOs for a set period." More info: https://t.co/x72mRBLG5u NOTE: There could be special rules in place at your brokerage for the SpaceX IPO, so reach out to them directly to confirm what the IPO policies are.

SawyerMerritt's tweet photo. FYI for retail investors: If you plan to submit an indication of interest (or COTP) for SpaceX IPO shares, it's a good idea to review your brokerage's IPO flipping policy. I found some of the brokerage policies:

Robinhood:
"You can sell the shares you received through IPO access at any point in time. However, if you sell IPO shares within 30 days of the IPO, it's considered flipping and you may be prevented from participating in IPO access for 60 days. This policy applies to all IPOs offered with IPO access."

More info: https://t.co/i7UoqeW33J

Charles Schwab:
"You are free to sell shares purchased in a public offering at any time, subject to applicable law, market rules, account restrictions, and the terms of the applicable offering. For some public offerings, selling shares within a specified period after allocation may result in restrictions on your ability to participate in future public offerings through Schwab. The applicable restricted period, duration of any participation restriction, and other consequences may vary by offering and will be disclosed through the IPO Site or other offering-related materials, including the applicable registration statement. By placing or affirming a COTP for an offering subject to an anti-flipping policy, you agree to the anti-flipping policy disclosed for that offering." The restriction for a first time flipper is often 6 months, but check directly with Schwab to confirm.

More info: https://t.co/ZInVaBcEhy

Fidelity:
"As with any investment, you are free to sell the securities obtained during an IPO whenever you determine it is appropriate for you. However, if you are allocated shares of SpaceX and you sell within the first 15 calendar days from the start of trading in the secondary market, it will affect your ability to participate in future new issue equity public offerings through Fidelity for a defined period of time. The defined period is as follows:

First Flip – Blocked for 6 months
Second Flip – Blocked for 1 year
Third Flip – Permanently banned by your SSN
The first day clients can sell without being labeled a flipper is the 16th calendar day after the IPO trades."

More info: https://t.co/KuD0F1OIWT

Sofi:
"Members are able to sell securities obtained during an IPO whenever they would like. SoFi does not restrict the sale of securities on the secondary market. However, if a member sells within the first 30 calendar days post-IPO, that member will be limited in their ability to participate in future IPOs through SoFi for a defined period of time as outlined below:

Members who have obtained shares/units of an IPO through SoFi and sell within the first 30 days post-IPO are considered “flippers” and may be prevented from participating in future IPOs for 180 days upon a first violation, 365 days upon a second violation, and permanently in the event of a third violation.

In addition, SoFi may charge a $50 fee for the sales of securities obtained through the IPO process if the sales take place prior to the 120th day of trading. This fee will step down to $5 for each subsequent sale that takes place prior to the first 120 calendar days of trading."

More info: https://t.co/bDBt3DKeuq

E*Trade:
"E*TRADE may flag your account and restrict you from participating in future IPOs for a set period."

More info: https://t.co/x72mRBLG5u

NOTE: There could be special rules in place at your brokerage for the SpaceX IPO, so reach out to them directly to confirm what the IPO policies are.

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Glass Lens Investment Research

@GlassLensRes

about 1 hour ago

@maxinomics https://t.co/J84g0QVn1r You should discuss the possibility of this merger becoming the greatest building block for the future of Americas logistical infrastructure. Could also be the downfall with the monopoly and pricing power they’d have…

Glass Lens Investment Research

@GlassLensRes

about 1 month ago

https://t.co/K3cnqvmeRK

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Glass Lens Investment Research

@GlassLensRes

about 1 hour ago

@maxinomics Well said👏🏻

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Glass Lens Investment Research

@GlassLensRes

about 2 hours ago

@zerohedge https://t.co/Ow7JnIgQFt I would probably hold off for a bit. The trend is only just starting.

Glass Lens Investment Research

@GlassLensRes

about 1 month ago

https://t.co/1H6GW2Zj38

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Glass Lens Investment Research

@GlassLensRes

about 5 hours ago

@Loofyb0i https://t.co/zkQIyq3x2C He’s kinda GOATed at economic warfare.

Glass Lens Investment Research

@GlassLensRes

about 1 month ago

https://t.co/FOM8JrAZyQ

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Glass Lens Investment Research

@GlassLensRes

about 5 hours ago

@Naz2_0000 >in terms of where to invest. I’m unsure as to what brokerages are allowed in France. There most definitely are brokerages allowed so you’ll have to google that. The ticker is $ISRG

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Glass Lens Investment Research

@GlassLensRes

1 day ago

$ISRG I think people are not seeing the potential exponential growth in the healthcare/pharmaceutical industries due to AI. Stanley Druckenmiller, who’s on the board of Memorial Sloan Kettering, has said himself that this year alone, MSK cancer research has had 6 or so new discoveries. Intuitive surgical makes the robotic surgery robots. Eventually, these robots will be even more automated, maybe they’ll do surgeries themselves…

GlassLensRes's tweet photo. $ISRG I think people are not seeing the potential exponential growth in the healthcare/pharmaceutical industries due to AI.

Stanley Druckenmiller, who’s on the board of Memorial Sloan Kettering, has said himself that this year alone, MSK cancer research has had 6 or so new discoveries.

Intuitive surgical makes the robotic surgery robots. Eventually, these robots will be even more automated, maybe they’ll do surgeries themselves…

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Glass Lens Investment Research

@GlassLensRes

about 5 hours ago

Hello! I do want to preface my statements with this is not investment advice whatsoever. (Ceci ne constitue pas un conseil financier.) Part of the slow down in the stock price is probably the slowdown in discretionary spending in hospitals worldwide. Inflation is compressing margins everywhere. In the United States, Medicare is getting a massive revamp on what is permitted in terms of what’s allowed via insurance. I always look at earnings per share and free cash flow more so than just stock price alone when investing. Peter Lynch, a very famous and successful U.S. investor always said, EPS is 100% correlated to stock price. Market sentiment for the company is taking a hit. Earnings per share is growing steadily. Additionally, their free cash flow is growing exponentially.

GlassLensRes's tweet photo. Hello!

I do want to preface my statements with this is not investment advice whatsoever. (Ceci ne constitue pas un conseil financier.)

Part of the slow down in the stock price is probably the slowdown in discretionary spending in hospitals worldwide. Inflation is compressing margins everywhere. In the United States, Medicare is getting a massive revamp on what is permitted in terms of what’s allowed via insurance.

I always look at earnings per share and free cash flow more so than just stock price alone when investing. Peter Lynch, a very famous and successful U.S. investor always said, EPS is 100% correlated to stock price.

Market sentiment for the company is taking a hit. Earnings per share is growing steadily. Additionally, their free cash flow is growing exponentially.

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GlassLensRes retweeted

Kevin Dahlstrom

@Camp4

about 9 hours ago

Two guys meet for coffee. One is worth $50,000,000. The other is worth $50,000. Society would say the first guy is more successful… without knowing anything about their lives. It seems absurd to pass that sort of judgement, and yet… You and I fall into that trap every day: —We idolize the rich and famous without knowing anything about their personal lives. —We use those same narrow criteria to measure our own success. Most people have never taken the time to define success for themselves. So they inherit society's definition. I created a simple exercise called The Ideal End State to help you with that. You simply bullet out your best life, with no constraints. Paint a vivid picture that can serve as your North Star, guiding decisions. Here’s my Ideal End State. You’ll notice that there’s no net worth number on it. Nothing about fame or follower count. I’ve gone through this exercise with dozens of people, from billionaires to broke people. It turns out that most of us want the same things: Vibrant health Freedom and control Deep, intimate relationships Adventure and meaningful experiences Most of those things don’t require $50,000,000. But they do require clarity. P.S. A great life isn’t a birthright, it’s a privilege that it earned. It took me decades to get there. But one things’s for sure: you’ll never reach your Ideal End State if you don’t define it.

Camp4's tweet photo. Two guys meet for coffee.

One is worth $50,000,000.

The other is worth $50,000.

Society would say the first guy is more successful… without knowing anything about their lives.

It seems absurd to pass that sort of judgement, and yet…

You and I fall into that trap every day:

—We idolize the rich and famous without knowing anything about their personal lives.
—We use those same narrow criteria to measure our own success.

Most people have never taken the time to define success for themselves. So they inherit society's definition.

I created a simple exercise called The Ideal End State to help you with that.

You simply bullet out your best life, with no constraints. Paint a vivid picture that can serve as your North Star, guiding decisions.

Here’s my Ideal End State. You’ll notice that there’s no net worth number on it. Nothing about fame or follower count.

I’ve gone through this exercise with dozens of people, from billionaires to broke people. It turns out that most of us want the same things:

Vibrant health
Freedom and control
Deep, intimate relationships
Adventure and meaningful experiences

Most of those things don’t require $50,000,000.

But they do require clarity.

P.S. A great life isn’t a birthright, it’s a privilege that it earned. It took me decades to get there. But one things’s for sure: you’ll never reach your Ideal End State if you don’t define it.

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Glass Lens Investment Research

@GlassLensRes

about 6 hours ago

~50% return in 29 days. • sharpe ratio = 6.00 • sortino ratio = 16.10 STD = 2.65% Downside deviation = 0.99% Mean return = 1.00% 80% win rate 23 win (79.31%) / 6 losses (20.69%) Perfect regime or did I recreate the medallion fund?

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