Geoff J. Gregoire

One day I’ll engage, but not today.

[Geoff J. Gregoire @GregoireGeoff]

@JamieHeard5 Incredible restraint to describe the entire investment case without accidentally typing the ticker.

[Geoff J. Gregoire @GregoireGeoff]

@YellowLabLife You have a very particular set of skills…

[Geoff J. Gregoire @GregoireGeoff]

@YellowLabLife He’s one of the best in the business. And he’s built it all with so much grace . So happy he did this finally.

[Geoff J. Gregoire @GregoireGeoff]

@JaredKubin

[Geoff J. Gregoire @GregoireGeoff]

@JaredKubin $RH

[Geoff J. Gregoire @GregoireGeoff]

@JamieHeard5 Brother, phenomenal appearance. You handled the energy outlook with authority while politely surviving Q&A on ‘the Monty.’ Masterclass

[Geoff J. Gregoire @GregoireGeoff]

@CorneliaLake Delivering the news of “a full 100% fill” and receiving that quiet howling rage felt worse than handing out donuts.

[Geoff J. Gregoire @GregoireGeoff]

@blueprintsmb22 Friend I used to cover (big wheel , crushed early) raises cattle in Texas and owns a bunch of multi family units in Kansas .

[Geoff J. Gregoire @GregoireGeoff]

@CorneliaLake There’s gold in the bean if you’re willing to work it. Draw out the caffeine for the supplement men, sell the husk as decaf. One crop, two markets. Find the buyer first. After that, steel, debt, and destiny fall into line.

[Geoff J. Gregoire @GregoireGeoff]

@AsadIshmael You can lead a horse to water … I should have fed you more salt .

https://t.co/L6a4KQChWo

[Geoff J. Gregoire @GregoireGeoff]

@ESGhound @Anthony65092926 Misrepresentation can be a Rule 10b-5 violation, but it has nothing to do with MNPI.
10b-5 covers false or misleading statements of material fact, regardless of how the info was obtained. If you posted the right facility , no worries .

[Geoff J. Gregoire @GregoireGeoff]

@YellowLabLife Post-dopamine clarity, after wrestling Venezuelan settlement math:

I’ve concluded the gravy is never handed back.

Little men queue last.
What’s likely is not payout but policy permission—
tax holidays, thin royalties, etc. Was a fun dream.

[Geoff J. Gregoire @GregoireGeoff]

@YellowLabLife For those who relished FNMA prefs, prepare yourselves for another raw charge across the abyss. Can’t wait to watch the white-knuckle, cracked-out sprint of Venezuelan gold miners.

[Geoff J. Gregoire @GregoireGeoff]

@PhilMickelson @hntrbrkmedia @howardlutnick The outfit that gave the market its fill of bear meat — $SMR, $HIMS, $NNE, $WULF, and $CAVA — rides again . Voici ! A new opus. Fresh cut frontier bravado: $SOC, served rare and dripping.

[Geoff J. Gregoire @GregoireGeoff]

@real_MikeBarnes Respect . The answer is about 5 years before supply meets demand . Brown spirits take 2-4-6-8-10 -12 years to age depending on your goal . Independents are already fighting tooth and nail to keep their dreams alive.

[Geoff J. Gregoire @GregoireGeoff]

@real_MikeBarnes Demographic trends , consumption trends , scanner data , credit card data , all yes. Shadow inventory is difficult to calculate (it’s not in any of the standard sources ) . Few have even attempted it .

[Jared Kubin @JaredKubin]

LIQUIDATION NATION : end of day 10/29
""$ht filter's full" -Act of Valor
*pushed mobile and ipad functionality (let me know)
*upgraded AGENT reasoning and format (let me know)
** monster moves in HF INDEX +150
** 4 Quadrants of HEAVEN today (not hell)
***YIELDS screaming into the close
**** $CAT, $PUMP, $TER, $VRNS, $FI, $ENPH

People keep asking me, "why are you doing this"... it's simple... helps me learn. I've already learned a ton.... people on here are "soooo cool"... all they want to do is show P&L screen shots and "big" accounts want to dunk on retail traders and new investors showing how smart they are... don't be like that... BE HUMBLE, BE HUNGRY, BE HELPFUL

[Geoff J. Gregoire @GregoireGeoff]

$SOC reminds me of the Kinder Morgan Canada ( KML CN) saga. “Transmountain is a lock , look at the FCF Yield !“ ->“ It’s never ever going to happen , heckler’s veto wins“ -> quietly when everyone is properly entrenched and underwater , a behind closed door meeting occurs …