Megatrend Investing

Investing in the companies benefiting from what’s inevitable. Not financial advice.

[Megatrend Investing @MegaTrendInvest]

@continetti @LevineJonathan @FreeBeacon @RyanHoliday

[Megatrend Investing @MegaTrendInvest]

@RyanHoliday The literary industry is quietly discriminating against Jewish authors. Would you be willing to speak out against this?

[Megatrend Investing @MegaTrendInvest]

@AlyssaRosenheck @ADL @RyanHoliday Since you’re vocal about banned books

[Megatrend Investing @MegaTrendInvest]

@JohnHuber72 Compute fees may increase significantly due to the scarcity of businesses able to afford building out cloud storage.

[Megatrend Investing @MegaTrendInvest]

@InvestLikeBest What about $ET $EPD $MPLX etc.?

[Megatrend Investing @MegaTrendInvest]

$ATKR is intriguing right now. At a 6 PE, strong balance sheet & potential bottoming sales cycle, could it be an acquisition target?

[Megatrend Investing @MegaTrendInvest]

@FIREDUpWealth Why would $TTD buy a fundamentally flawed business it can simply make obsolete if it’s patient? Also, TTD cannot own content and has no use for Roku’s silly home products biz.

[Megatrend Investing @MegaTrendInvest]

@buccocapital Subaru Forester Touring before 2025

[Megatrend Investing @MegaTrendInvest]

@dead_sh0tt You sure lithium spot prices will ever meaningfully increase? The thesis was exploding demand via alternative energy products would outstrip the pace of new mines. That consumer demand isn’t materializing. By the time it does, will the rate of new mines keep pace?

[Megatrend Investing @MegaTrendInvest]

@TheDrugMoney Tax loss harvesting in a passive portfolio

[Megatrend Investing @MegaTrendInvest]

@TheDrugMoney Use a treasury market fund instead of a savings account.

[Megatrend Investing @MegaTrendInvest]

@StockMarketNerd $CSWC

[Megatrend Investing @MegaTrendInvest]

@DerrickNAACP @Harvard How come the NAACP doesn’t acknowledge it has a Jewish co-founder?

[Megatrend Investing @MegaTrendInvest]

@FreightAlley How is $XPO doing so well now?

[Megatrend Investing @MegaTrendInvest]

@FreightAlley Why is $XPO doing so well right now in spite of all this?

[Megatrend Investing @MegaTrendInvest]

@CramerTracker @HighyieldHarry This

[Megatrend Investing @MegaTrendInvest]

@AJButton2 Why ETF exposure to the whole world except U.S. small caps?

[Megatrend Investing @MegaTrendInvest]

@rsosa8 Tectonic shifts in the media business pose astronomical downside risk. There needs to be a monstrous cost reset and shedding non-brand essential media assets is probably warranted. Must focus on FCF positive work like exploiting core IP and parks.

[Megatrend Investing @MegaTrendInvest]

@VivekGRamaswamy “…we must hold politicians in both major political parties when they use our foreign policy to enrich their family members.”

Please elaborate.

[Megatrend Investing @MegaTrendInvest]

@StealthMode987 @RubinJMiller Use $SNOXX to avoid state income tax since it’s a treasury product.