@YodaStockInvest Circle is a bigger company than Sofi by a lot and they basically just issue a stable coin without the backing of a banking license. The Sofi stable coin alone is a massive TAM. LFG
@frombroke2bull@anthonynoto@basispointpod Capital light businesses absolutely matter as they retain far more earnings and put more to the bottom line than capital intensive businesses especially when scaled. It all goes into the total net earnings. It’s why Amex is valued much higher bc than JP Morgan. Tim’s the man
@frombroke2bull@anthonynoto@basispointpod Well tbvps also increased 57 percent so it’s not just the raises that affected book value growth. I’m sure he is banking on asset light businesses growing substantially and you can get to his calculation with some serious fee based revenue growth that goes to the bottom line
@sadgirlyboss If a man knows you are not a virgin but are making him wait he will ghost you full stop. If you are a virgin there are a surprising amount of guys willing to wait and court you. You are in a tough spot if the chads got a go at you and your dates don’t.
@marketswithmay@frombroke2bull@anthonynoto@basispointpod Agreed I’m just having a hard time wondering how they can grow eps by 40 percent and TBV 40 percent in a rising or flat rate environment with how much they spending on new businesses? I get the eps part I don’t understand the book value
@ThematicTrader Have you thought about letting people subscribe to your content on X? I don’t want to add Substack and I can’t be the only one. Your deep dives are fantastic.
@Funmentalist@eatonj@daniel_koss It’s exponentially worse as he has 25 thousand followers which absolutely can move the needle on a sub billion dollar stock. He did not just apologize and move on he said it was to much work to post his trades and didn’t realize he sold lol.
@Funmentalist@daniel_koss You cannot charge a fee to pump sub billion dollar market cap stocks to 25 thousand followers by damn near full porting it and talking ten x potential and then sell it and randomly post about it late at night. That is a textbook pimp and dump weather he meant to or not
@ThematicTrader@daniel_koss He’s a grifter and wonders why people are pissed he pumped the shit out of it after buying them casually mentioning after he sold after market sold that he was completely out.