IB Burnout

Des Moin, Iowa. Opinions ≠ Financial Advice.

[BuccoCapital Bloke @buccocapital]

Fuck it. Let’s do it. President McConaughey. Better than AOC, Vance or Little Marco. It’s all a sham anyway. Might as well have an all time chiller as El PresiDENte, ya feel me

[IB Burnout @MillsOConnor97]

@OrevaZSN Egomaniac with an inferiority complex

[IB Burnout @MillsOConnor97]

@tippmajor This is not true

[IB Burnout @MillsOConnor97]

@nerjiyullahi Free time and lots of people want to spend time with them because they love them (not because they have materials goods)

[IB Burnout @MillsOConnor97]

@17gamepace I’m starting teslaa over egbuka

[IB Burnout @MillsOConnor97]

@KMIA320 @JacobPlieth @Ozymand36063774 @LionsWatson Just curious, why are these $BDTX comments your only replies? I agree though, the stock got no credit for 4933 and in fact tanked after the Servier announcement, and that presented an awesome buying opp around $1.50… this is good data and they should be able to find a partner

[kalos @kalospepgod]

I’m afraid I’ll never find another book as enjoyable as I did this one

[IB Burnout @MillsOConnor97]

@MartinShkreli Martin, thoughts on Black Diamond Therapeutics? NSCLC 1L NC mutations ORR coming out in the next 3 weeks plus a healthy licensing deal with servier for another candidate trading not crazily off cash… solid value?

[IB Burnout @MillsOConnor97]

@SleeperNFL I’ve had Emmanuel Wilson on my bench for 6 weeks my guy

[IB Burnout @MillsOConnor97]

@avedonpeterson I got 3 years on Monday and I’m happy and having fun. Was drinking / doing coke / smoking daily before that. I rip the steps though, gimme a DM if you ever want to talk

[IB Burnout @MillsOConnor97]

@Bio73546505 @OriginMaterials Do we have any idea what the unit cost of their PET caps vs current HDPE? Also why are there so many insider sales. I love the story of the comp. and economics of a business with this much op leverage just getting manufacturing off the ground but sounds like the tech doesn’t work

[IB Burnout @MillsOConnor97]

@chat_SBC This would imply GDP growth converging on 20-30% annual growth… which is wildly impossible. Long-term, S&P can only grow at operating income growth which is a function of gdp for the market overall

[IB Burnout @MillsOConnor97]

@rev_cap You’ve clearly never read the intelligent investor because Ben graham talks about this in depth

[IB Burnout @MillsOConnor97]

@buccocapital 25 year old in year 1.9 of exclusive micro cap value investing… +70% with only 1 company in my portfolio trading above 10x PE. Most fun I’ve ever had and I’m pretty well hedged against a market implosion

[IB Burnout @MillsOConnor97]

@SantiagoAuFund Has to be the S&P500

[National Park Service @NatlParkService]

One day you’re young and wild; the next, it’s Tuesday, and you’re dialing into a team's call.

[IB Burnout @MillsOConnor97]

@Alphaholic1 Man’s search for meaning, victor frankl. Less philosophical more good story with psychoanalysis its bits mixed in

[IB Burnout @MillsOConnor97]

@kerpen I was playing there two weeks ago and watched a guy try to take like 5 moves back in 3 games

[IB Burnout @MillsOConnor97]

@Investing501 They started recognizing franchising fees as deferred revenue and amortizing it over time I believe with their new auditor

[IB Burnout @MillsOConnor97]

@Nietschecapital @MartinShkreli Ted weschler is buying siriusxm not buffet and you don’t understanding how returns on scaled capital works