HypeCycleCapital

“When the facts change...I blindly cling to my priors.... What do you do, sir?”

[HypeCycleCapital @HypeCycleCap]

@DigBabby And totally deserved.

[HypeCycleCapital @HypeCycleCap]

@long_equity Know what you’re buying.

[HypeCycleCapital @HypeCycleCap]

@thisisorlando Unfortunately the best way to outperform is also the best way to implode. Choose wisely.

[HypeCycleCapital @HypeCycleCap]

@ToffCap Stan, Lee, Druck & Miller. Those dudes are legit.

[HypeCycleCapital @HypeCycleCap]

@ComebackCap Growth story behind it; finally facing a veritable competitor; driver technology advances possibly working against it longer term; and management is shy to throw cash at underpriced shares leaving price there to languish for months/years?

[HypeCycleCapital @HypeCycleCap]

@ValueNotDeadYet @TidefallCapital People act like we didn’t just watch this all unfold with BCE.

[HypeCycleCapital @HypeCycleCap]

@fiscal_ai Thank you for bringing this under discussed matter to my attention.

[HypeCycleCapital @HypeCycleCap]

@BarrySchwartzBW Absolutely no chance that your portfolio is down because you were overpaying for stocks the last few years? Just none?

[HypeCycleCapital @HypeCycleCap]

@StockMKTNewz Damn, Roper is on your list twice…that’s how bad it’s been for them.

[HypeCycleCapital @HypeCycleCap]

@ErnestWongBWM Too bad the stock is already priced like an AI company.

[HypeCycleCapital @HypeCycleCap]

@mihaljevic @Tyler_G_Howell John and the boys going over their top crypto picks. Noice.

[HypeCycleCapital @HypeCycleCap]

@fiscal_ai And yet??

[HypeCycleCapital @HypeCycleCap]

@HighyieldHarry Nice way of saying “Do not come back”. Which seems fair.

[HypeCycleCapital @HypeCycleCap]

@Speedwell_LLC @Vince85623723 Cut, cut, cut, gouge, repeat.

[HypeCycleCapital @HypeCycleCap]

@clubmaliboo What’s the story? Other than it’s going down.

[HypeCycleCapital @HypeCycleCap]

@phoenixvalue They do. And we are.

[HypeCycleCapital @HypeCycleCap]

@rev_cap Never trust anyone in a bow tie.

[HypeCycleCapital @HypeCycleCap]

@phoenixvalue Greg cap continues to put on an absolute clinic. Where there is darkness, let there be light.

[HypeCycleCapital @HypeCycleCap]

@puppyeh1 @Mike10947310 The obvious answer is that this worked out for him but this wasn’t an inevitable path, and surely doesn’t mark one as a “good investor”. Which I think is what you���re also suggesting. Agree he seems like a good dude though! Believe RV capital rode this roller coaster as well.

[HypeCycleCapital @HypeCycleCap]

@lhamtil Yo Lawrence, always appreciate your pod recommendations. So pls keep them coming. Thanks.