Stephen Walker

🏳️‍🌈

[Stephen Walker @SW_Resurgo]

I don’t know about this. The vibe seems subdued. Thailand has made it more difficult to visit by restricting visas. And condo prices continue to fall. Govt crackdown on chinese criminal activity may also contribute. Also the baht continues to weaken (albeit from an expensive point)

[Stephen Walker @SW_Resurgo]

@MikeFritzell The store in chiang mai seemed busy

[Stephen Walker @SW_Resurgo]

@MikeFritzell The dad jokes write themselves sometimes.

[Stephen Walker @SW_Resurgo]

@MikeFritzell I’m convinced some run multiple
Accounts and choose the winner.

[Stephen Walker @SW_Resurgo]

@StockMarketNerd @DividendPirate The perils of using a DCF.

[Stephen Walker @SW_Resurgo]

@CapexAndChill Well that’s the big if isn’t it. Current capex benefits from not immediately impacting earnings. Their future customers are going to have an immediate P&L impact. So any token expense is going to have to be offset by higher contribution margin.

[Stephen Walker @SW_Resurgo]

@TomLeeTracker What is the sum total of value created or destroyed by Tom Lee’s career?

[Stephen Walker @SW_Resurgo]

@MikeLevin A jail term is in Mr Musk’s future.

[Stephen Walker @SW_Resurgo]

@MikeFritzell @wesbury For four years I joined 93,000 fans between the Hedges at Sanford Stadium.

[Richard Hanania @RichardHanania]

Trump supporter, a machanist, loses $32,700 on Trump coin.

He blames Democrats.

😂

[Stephen Walker @SW_Resurgo]

@MikeFritzell @GlobalStockPick I wouldn’t say Thornton o’glove’s work is “performative”. I’ve seen it on the bookshelves of top academics and of Joel greenblatt.

[Stephen Walker @SW_Resurgo]

@MikeFritzell @MichaelMcGaughy They’re not seeing it. They watch Fox News who does not report it.

[Stephen Walker @SW_Resurgo]

@MidwestHedgie I invite you to pass through two of those great social equalizers for a decent cross section of the American public: (1) the DMV, (2) jury duty.

[Stephen Walker @SW_Resurgo]

@finphysnerd *underperform (not outperform) the market!!!

[Stephen Walker @SW_Resurgo]

@finphysnerd I wonder if it’s better to do heavy research. Make bets. And go on holiday for the year. There’s a recent study showing that experienced sells outperform the market. I know I’ve scared myself out of positions based on silly daily following on the market.

[Stephen Walker @SW_Resurgo]

@ActAccordingly That. Or that at 10x book, there’s going to be 9x others that eventually come to market. Earnings are there. Earnings persistence is another matter.

[Stephen Walker @SW_Resurgo]

@MikeFritzell Maybe they’ll start going back to Jollibee?

[Stephen Walker @SW_Resurgo]

@SouthernValue95 Careful not to break California wiretapping laws.

[Stephen Walker @SW_Resurgo]

@JosephPolitano Certainly problematic, but consider using a log-scale for long time series, or scale it by something like GDP.

[Stephen Walker @SW_Resurgo]

@brettgardner_10 That would be interesting except that Buffett quietly dismissed Gates from his Berkshire board years ago without so much as a public statement of praise, or even an 8-K filing (only disclosed briefly in the proxy).