Matt Jones

[Matt Jones @MPJforlife]

@AdamBLiv Over MSTR? 🤔 (I own both but more MSTR)

[Matt Jones @MPJforlife]

@TheBTCTherapist Isn’t the cliche we are supposed to buy things when others are fearful and sell things when others are greedy?

[Matt Jones @MPJforlife]

@mikealfred I was. Thanks! 🙏

[Matt Jones @MPJforlife]

@DeepIceValue *It isn’t (high conviction)

[Matt Jones @MPJforlife]

@DeepIceValue I’ll buy a little. It high conviction for me but I could see the scenario where ai gains rotate into a store of value that isn’t printing more. Could be wrong. Could be right but it takes awhile. 🤷🏻‍♂️

Something about “buy while others are fearful….”

[Matt Jones @MPJforlife]

@DeepIceValue How’s MSFT looking a few weeks later? 🤔😉

[Matt Jones @MPJforlife]

@DeepIceValue Foolish to sell MSFT right now….right before it’s gonna pop a little in the coming weeks.

[Matt Jones @MPJforlife]

@FoxArmer Haha, I say this to my girl while on the road all the time, I don’t want to live anywhere where I have to punch in a key code to a coffee shop bathroom…

[Matt Jones @MPJforlife]

@AdamBLiv @Swan I buy daily so….yup

[Matt Jones @MPJforlife]

@dotkrueger @FoxArmer Haha….!

[Matt Jones @MPJforlife]

@CrypticTrades_

[Matt Jones @MPJforlife]

@BitcoinMagazine

[Matt Jones @MPJforlife]

@AdamBLiv

[Matt Jones @MPJforlife]

To be clear: Jamie Dimon’s recent emotional outbursts against the Clarity Act is a textbook defensive maneuver to protect the cheapest, most lucrative source of capital on earth: uninvested retail bank deposits.

[Matt Jones @MPJforlife]

@AdamBLiv Tough to do totally on a 1.6T movement, but still…
Look at the naked greed and framing of it as a moral debate from the likes of Dimon, etc.

[Matt Jones @MPJforlife]

@AdamBLiv I own it for all this.

The part that challenges me,
“Governments exists because of this…”
Etc exists because of this…..

And they will go quietly against something that subverts a grip on that power?

[Matt Jones @MPJforlife]

@jciccale Nice reminder…I like that

[Matt Jones @MPJforlife]

@jciccale Interesting simplicity of *a* data point. (To be digested with so many others)
If a company had the capital to do all they wish to succeed, they would be private.
If you believe in their vision and need for capital, you invest in it while scrutinizing and DD of the vision.

[Matt Jones @MPJforlife]

@DeepIceValue Btw, super honest question. Something I toil with. Not a gotcha whatsoever.
I think the asymmetric argument from what I can ascertain is that it is only still a good hold or buy if you think capex on the hw portion will sustain a year or two and it’s ripe for lower if not.

[Matt Jones @MPJforlife]

@DeepIceValue I own MU, not buying more because I have a low buyin, but should I sell now? I’m not convinced yet.
Why is TSM a better buy today with a much worse forward P/E?