Jacob Foshee

Hacker since 1990. Dad since 2015. Value Investor since 2017.

[Jacob Foshee @JacobInvesting]

https://t.co/FXNQpzG9dc

[Jacob Foshee @JacobInvesting]

I just donated to the Internet Archive, the world's largest digital library and home of the Wayback Machine. Join me and chip in what you can! https://t.co/pLNVyt3njI

[Jacob Foshee @JacobInvesting]

Who is going to $BRK?
I JUST realized that I never received my credentials! 😱

[Jacob Foshee @JacobInvesting]

Lowest price in ~4 years. Reporting tonight. Reduced my basis to $315. Buying back 4% shares per year. Growth of 9% per year w/ discount rate of 10% still gives fair value. Such a great ROE. Stockpiled inventory if we go into trade war.

[Jacob Foshee @JacobInvesting]

Grifters don’t want you to read Warren’s letter

[Jacob Foshee @JacobInvesting]

@ReaperCapital Can’t stop won’t stop

[Jacob Foshee @JacobInvesting]

Mario Kart 8 will go down in history as one of the greatest investments of all time.

[Jacob Foshee @JacobInvesting]

CEO selling shares while 10-K is delayed...
🚩?
What do you think?

[Stocktwits @Stocktwits]

One of the greatest acquisitions of all-time $GOOGL

[Jacob Foshee @JacobInvesting]

@Stocktwits

[Jacob Foshee @JacobInvesting]

Old enough to remember when BABA was Big Tech.

[Jacob Foshee @JacobInvesting]

🍇💩

[Jacob Foshee @JacobInvesting]

$MSFT: AI consumption is growing faster than Azure. Some of it is capacity constrained.

[Jacob Foshee @JacobInvesting]

@molly0xFFF #AmericanMade 🇺🇸

[Jacob Foshee @JacobInvesting]

#NeverForget the AI Crash of 2024

[Jacob Foshee @JacobInvesting]

I guess the stock DOES know that I bought it!

[Jacob Foshee @JacobInvesting]

As usual Mr. Market sees 🌧️ where I see ⛅
$GOOGL

[Jacob Foshee @JacobInvesting]

@ObscurValuation @ReneSellmann If I am a CISO I am looking very seriously at competitors.
Does CrowdStrike have a major moat that prevents customers from leaving?
Their price assumes growth to $10B revenue and 80% profit margins or something along those lines.

[Jacob Foshee @JacobInvesting]

How is CRWD not down 50%?
I know I should reserve some judgment but this reflects extremely poorly on the culture there.

[Jacob Foshee @JacobInvesting]

The oil seeps back into the ground…

https://t.co/7ALUwbFP9Y