Matt Collins

long term growth investor

[Matt Collins @MattCollins03_]

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Buy assets and act broke.
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[Matt Collins @MattCollins03_]

@joecarlsonshow $685 average share price thanks to you 🫡

[Matt Collins @MattCollins03_]

@joecarlsonshow Joseph, have you thought about buying $UBER as of late?

[Shay Boloor @StockSavvyShay]

$GOOGL Search now generates ~$642M in revenue every single day 🤯

[Matt Collins @MattCollins03_]

@ariaradnia simple valuation compression. most attractive price in the last 5 years

[Matt Collins @MattCollins03_]

@Nerdy6r @ariaradnia PE is not the only valuation metric for a company…

[WOLF @WOLF_Financial]

AMAZON JUST ANNOUNCED THE SECOND-LARGEST ACQUISITION IN COMPANY HISTORY

$AMZN is buying satellite firm Globalstar $GSAT for $11.57B.

The 5 largest $AMZN acquisitions ever:

🥇 Whole Foods: $13.7B (2017)
🥈 Globalstar: $11.57B (2026)
🥉 MGM: $8.45B (2022)
4. One Medical: $3.9B (2022)
5. Zappos: $1.2B (2009)

It all started with them selling books; now they're buying satellites.

Here's Bezos showing his first office in 1994.

[Aria Radnia 🇮🇷 @ariaradnia]

“Mom, how did we get so rich?”

“Your dad loaded the boat on SaaS when the market thought Claude Code could one-shot the entire industry”

[Wealthmatica @wealthmatica]

The $ZETA opportunity is getting kind of wild...

- FWD P/E: 18x
- P/S Ratio: 3.4x
- Revenue: +35% CAGR
- Free Cash Flow: +70% CAGR
- Forrester leader in AI marketing innovation

$ZETA the AI MarTech beneficiary, with the largest 1st-party intent database outside of the MAG7.

[Matt Collins @MattCollins03_]

@AnimoticaS @0uttis prime’s last longer than 1 year

[Matt Collins @MattCollins03_]

@AnimoticaS @0uttis are you saying that wasn’t Kawhi’s prime?

[ASML @ASMLcompany]

Our extreme ultraviolet (EUV) lithography systems print features just 13 nm wide – orders of magnitude smaller than the letters in even the densest books – because that’s the level of detail and complexity needed to make today’s advanced chips a reality.

[Joseph Carlson @joecarlsonshow]

Buying software companies should come with a disclaimer that it’s not good for your mental health.

[Evan @StockMKTNewz]

@WOLF_Financial The stock market explained

[Matt Collins @MattCollins03_]

@QualityInvest5 @Wealthsimple My wealthsimple seems to be working, what’s the problem?

[Mindset for Money @Mindset4Money_X]

Nature is healing 🧘‍♂️

$UBER $TSLA

[Matt Collins @MattCollins03_]

me this week

[The Kobeissi Letter @KobeissiLetter]

Some perspective:

1. Bitcoin averages 2 declines of -20% or more per year

2. Ether averages 3 declines of -20% or more per year

3. The S&P 500 averages 4 declines of -5% or more per year

4. The Nasdaq 100 averages 4 declines of -5% or more per year

5. Gold averages 1 decline of -10% or more per year

6. The VIX spikes above 20 roughly 40 times per year

7. The average S&P 500 stock declines -20% once every 12 months

Zoom out and ignore the noise.

[Matt Collins @MattCollins03_]

@joecarlsonshow Very proud of your success and the community you have created. Started investing in January and you’ve taught me a lot. Thank you, Joseph.

[Matt Collins @MattCollins03_]

@Z_ro69 @joecarlsonshow Ok, but where did you get 30-31 PE?

[Matt Collins @MattCollins03_]

@Z_ro69 @joecarlsonshow Trades at a 26 TTM PE