Vacation Capital

Legendary Fund Manager

Not investment advice. I may transact in securities I mention. Do your own DD.

[Vacation Capital @JBierne]

I'm buying more ahead of the $BRKA news

$META cheapest it has been in 3 yrs & fundamentals have all improved!

no-brainer

[Vacation Capital @JBierne]

Here comes Berkshire Hathaway
lining up for the capital raise
$META

[Vacation Capital @JBierne]

Tech investor, Greg Abel, checking out $META at 18 PE

$BRKB

[Vacation Capital @JBierne]

https://t.co/nWSTAUgidx

$MANU 👀

[Vacation Capital @JBierne]

Manchester United
$MANU at a $2.6B Market Cap ( $3.4B EV)

[Vacation Capital @JBierne]

cheap enough
I'm in
$MANU

could be sold in next couple of years at double the current price
#ManchesterUnited

[Vacation Capital @JBierne]

$COF too low

[Vacation Capital @JBierne]

$COF on the road to 20% + net income margins
& trades at 9 PE

I don't think people understand the transformation
( global payments network) optionality you get at this price

compounder

[Vacation Capital @JBierne]

Tech investor, Greg Abel, checking out $META at 18 PE

$BRKB

[Vacation Capital @JBierne]

We are back to
"Zuck is a loser" valuation !

$META

[Vacation Capital @JBierne]

up to my eyeballs in $META stock
& I just bought calls

[Vacation Capital @JBierne]

We are back to
"Zuck is a loser" valuation !

$META

[Vacation Capital @JBierne]

$META is about to start compounding again
50% over the next 2 years

[Vacation Capital @JBierne]

One of the greatest businesses ever created is on sale

But everyone thinks the market is correct

🩷

[Vacation Capital @JBierne]

$BRKB Buy rating w/ 35% upside to SOTP

[Vacation Capital @JBierne]

$ZM

[Vacation Capital @JBierne]

$ZM
when revenue growth keeps accelerating
&
Anthropic IPO hits

[Vacation Capital @JBierne]

What do analyst think $ZM 's Anthropic stake is worth now?

Around $3.5 Billion seems fair
w/ liquidity around the corner!

https://t.co/pR4UfirPSO

[Vacation Capital @JBierne]

@SayNoToTrading interesting...

$SCHW 's margins have never been better! :

[Vacation Capital @JBierne]

EPS up
markets up
PE Ratio down
$SCHW

fantastic setup

[Vacation Capital @JBierne]

$SCHW at 16 PE 👀👀

Revenues hit a record $6.5B (up 16% YoY) with core net new assets reaching $140B

efficiency is soaring with the Adjusted Pre-tax Profit Margin reaching 51.4% !!!

Strong momentum across wealth, trading, and lending

[Vacation Capital @JBierne]

Last Quarter operating margins hit 49%
$SCHW at 14.7 PE🧐 (2026)

Historical margins:

[Vacation Capital @JBierne]

@jukan05 $META

[Vacation Capital @JBierne]

People forget that $176B in insurance float is not a liability $BRKB

value it more like equity & the SOTP valuation changes dramatically

[Vacation Capital @JBierne]

$META & $BRKB sentiment seems very negative