Jay Siegel

Fighting midwit tendencies daily

On here for stories -- Corp DNA, the Deciders + their decision quality. Don't care what you think of Powell or Yellen .

[Jay Siegel @JSiegel88]

"DCF to us is sort of like Hubble telescope - you turn it fraction of inch & you're in differnt galaxy"

Third Ave. CIO & PM, Curtis Jensem

[Jay Siegel @JSiegel88]

@negligible_cap * if any loved ones

[Jay Siegel @JSiegel88]

@lebas_janney Makes it easier to understand why MCD almost didn't introduce filet o fish in late 1960s .

Considered grilled pineapple instead

[Jay Siegel @JSiegel88]

@rhunterh GOOG was smart to tap income side too

[Jay Siegel @JSiegel88]

Makes any cents to own $GOOG preferred ( its $GGLBP ) vs owning and writing LEAPs ? 👇

[Jay Siegel @JSiegel88]

@Brilliantly0511 @ADHD_Capital Not supposed to talk about China as if you have actually visited --- don't you know that?

[Jay Siegel @JSiegel88]

@ADHD_Capital More appealing to investors or consumers? Funny you didn't mention the latter

And many qsr have failed in China-- easy to open 100s of stores

[Jay Siegel @JSiegel88]

@Larryjamieson_ What did you request from ai to achieve this ?

[Jay Siegel @JSiegel88]

@compound248 @BigIdeasCapital No objection to the embedded put?

[Jay Siegel @JSiegel88]

@MoMoMacro Do you think todays move related to the @westmagco news? Efforts to build a domestic robot component supply chain

[Jay Siegel @JSiegel88]

@olivegardencap @negligible_cap Prob back to fallback career in male modeling

[Jay Siegel @JSiegel88]

@negligible_cap @HatfieldCapital Spends 3 paragraphs explaining why its inexplicable

[Jay Siegel @JSiegel88]

@TeenageInvest16 they are a good case study for a co that cared about building up its business over time, not pumping the stock price q/q

[Jay Siegel @JSiegel88]

@TeenageInvest16 but no need to go that far back -- last tranche was bought Aug 2024 -- at a bit over 29 ..

[Jay Siegel @JSiegel88]

@TeenageInvest16 then i've owned VPG since you were a zygote ...

[Jay Siegel @JSiegel88]

@RyeNotBerben Its interesting if your time frame extends little past a bathroom break

[Jay Siegel @JSiegel88]

@Ruesavatar @MurrayHillGuy1 No one profits in that scenario tho ( except the protagonists)

[Jay Siegel @JSiegel88]

@atelicinvest Nothing like the 1st of the month --- was this driven by window dressing of some sort?

[Jay Siegel @JSiegel88]

@nachkari @bucketshopcap "politically" driven investing can be very, very expensive (sooner or later)