LongTermValue

Buy-Side Equity Analyst & 🏀 junky

[LongTermValue @LTVcapital]

@cullenroche @deepThought4ty2 Plus there’s a lot of time where soccer players are literally just walking around.

[LongTermValue @LTVcapital]

@RealMartinii @Gambit337 @JC_ParetsX As y’all die by the thousands every summer from heat waves…

[LongTermValue @LTVcapital]

@FopperyWhim @puppyeh1 The stock generated returns because capex went down, not ROI going up.

[LongTermValue @LTVcapital]

@DearS_o_n Read your Bible. Pray. Fast.

[LongTermValue @LTVcapital]

@leevalueroach No meaningful price change = no retirement

[The Long View @HayekAndKeynes]

The hardest part of any job search is finding a place where you can actually be the best version of yourself

You can do well in other environments but a person will never thrive in a place where they don’t have intellectual alignment with leadership and the autonomy to bring their ideas to life.

[LongTermValue @LTVcapital]

90% of racism today in America is from blacks
@ImaniSoAlexis

[LongTermValue @LTVcapital]

@LukeGromen @TMTLongShort In that case, you want to own $OSCR

[LongTermValue @LTVcapital]

It’s a good day to be a $BFLY shareholder.

Our fund is outperforming the benchmark by over 100 bps with 40 bps from $BFLY alone.

[LongTermValue @LTVcapital]

This is literally the opposite of my wife. She knows nothing about finance. Before we met, someone told her I work in banking… She of course thought that meant I was a bank teller. That’s how I know she wasn’t after my money 🤣

[LongTermValue @LTVcapital]

@jas_d_barbie @SylvesterN57627 Because insurance and taxes keep going up. Go back to business class plz.

[LongTermValue @LTVcapital]

@literaryeric Retard economics 101

[LongTermValue @LTVcapital]

One of the laziest arguments I have seen on here.

[Silicon Salvage @SiliconSalvage]

Everyone wants to own SpaceX. Almost nobody wants $ADBE.

Here’s the part that breaks people’s brains:

SpaceX, on its own IPO prospectus: $18.7B in 2025 revenue — and a $4.9B net LOSS. An accumulated deficit of $41.3B. Investors are clamoring to buy it at an ~$800B valuation.

Adobe did $23.8B in revenue — more than SpaceX — and turned it into $7.1B of actual profit and $10B of operating cash flow. You can buy the whole company for ~$90B.

Same year. One bleeds $4.9B and is worshipped. One prints $7.1B and is left for dead.

Hype has a valuation. So does profit. They just point in opposite directions right now.

[Paul Enright @pmje73]

One of the things I’ve learned over time is most of my mistakes of omission happen because I had an initial bias not to take a meeting or do the work which ultimately cost me dearly, while most of the mistakes of commission happened despite doing the work and taking the meeting, or perhaps a bias to act simply because I had taken the meeting and done the work. Both dumb.

[LongTermValue @LTVcapital]

Long beef prices

[LongTermValue @LTVcapital]

@Jesse_Livermore @goaton5 That Kobe doesn’t even start with a C

[LongTermValue @LTVcapital]

@Nat_Dowzicky It’s almost always the elderly population. Right now it’s boomers. In 20+ years we will be saying millennials are the wealthiest ever.

[LongTermValue @LTVcapital]

Is it Extel voting season? Can someone tell me, I haven’t seen any emails about it yet….

A hill I am willing to die on: “Extel” is 100x worse than II.

Bring back II.

[LongTermValue @LTVcapital]

@leevalueroach Do you think value is only low PE? lol