One Tree Capithill

Forever trying to be less bearish. Stock ideas and thoughts, maybe some recipes.

[One Tree Capithill @KWSCapital]

@MayneReport This is straight from Claude like all his articles on Firmus

[One Tree Capithill @KWSCapital]

@SleeperNFL @SleeperPackers @SleeperCowboys @lynziekate Garrett Wilson

[One Tree Capithill @KWSCapital]

@jeremie0117 I didn't mean that comment in a bullish way!

[One Tree Capithill @KWSCapital]

@alxkaz88 @P_Remarks maybe. Or maybe cooked economies/governments lead to stimulative policies for deep cyclicals

[One Tree Capithill @KWSCapital]

@jagibbs_23 @FantasyPtsData Garrett Wilson steal of the draft?

[One Tree Capithill @KWSCapital]

@joshleota @WaterworldCapi1 💯

[One Tree Capithill @KWSCapital]

@WaterworldCapi1 @joshleota If you like Japanese shorts asics is also one $7963 JT

[One Tree Capithill @KWSCapital]

@joshleota @WaterworldCapi1 China *competition

[One Tree Capithill @KWSCapital]

@joshleota @WaterworldCapi1 Denso ($6902 JT) and aisin ($7259 JT). Captive Toyota suppliers - still generating record margins. Toyota actively looking to move off them in Asia where competition is (currently) low. Also structural issues with China completion. All OEMs also shorts tbh.

[One Tree Capithill @KWSCapital]

@SleeperNFL Drake london

[One Tree Capithill @KWSCapital]

@WaterworldCapi1 Japanese auto suppliers

[One Tree Capithill @KWSCapital]

@SleeperNFL @SleeperBills Yes

[One Tree Capithill @KWSCapital]

@jagibbs_23 Ascended superstar

[One Tree Capithill @KWSCapital]

@AustinAbbott Drake london or Tre Tucker? (wish I was kidding)

[One Tree Capithill @KWSCapital]

@jagibbs_23 ***dalton Kincaid

[One Tree Capithill @KWSCapital]

@RonShamgar @megaportnetwork Must be a bargain then!