The Goose Invests

Building a long-term HSA portfolio from zero. Undervalued compounders, disciplined valuations, public thesis tracking. Capital allocation is the mission.

[The Goose Invests @TheGooseInvests]

New HSA. Starting from zero

Goal is to build a long term portfolio of undervalued compounders in public. Publishing the thesis, value assumptions, risks, purchases, and mistakes along the way

Quality determines what enters the nest. Valuation determines where the next egg goes.

[The Goose Invests @TheGooseInvests]

@justalexoki Blender right?

[The Goose Invests @TheGooseInvests]

@cutehorse999 Damn that’s a lot of $SPCX

[The Goose Invests @TheGooseInvests]

@volaren_ai @michaeljburry Brother that’s kinda the theme of this entire account

[The Goose Invests @TheGooseInvests]

@buddy6buddy @michaeljburry Railroads, electrification, fiber, dotcom, horizontal drilling

Great tech can still come with too much speculation! We’ll see if AI is different but humans have a tendency to shove decades of demand into 24 months of stock pricing

[The Goose Invests @TheGooseInvests]

@green_pumpsie @michaeljburry I think if you’re choosing between putting dollars towards stocks like $MCD $WMT $COST type stocks right now when stocks like $MU $NVDA etc exist it’s not shocking when most people/institutions pick the later.

[The Goose Invests @TheGooseInvests]

@mortismos @michaeljburry I mean I agree Nike is pretty trash.

[The Goose Invests @TheGooseInvests]

@alphacharts365

[The Goose Invests @TheGooseInvests]

@alphacharts365 Generators and construction equipment

[The Goose Invests @TheGooseInvests]

@commonsenseplay Arguably doing a lot of work!

[The Goose Invests @TheGooseInvests]

@Mr_Derivatives Complete guess but I think Astras capabilities is gonna end up being Hardware 📈 software 📉 in the short term whether it makes sense or not

[The Goose Invests @TheGooseInvests]

@MBar39511097510 @investingluc One interesting thing I’m curious about is if these companies will be able to utilize frontier AI systems to indentify and prioritize high yield opportunities!

I know there’s quite a few working on it and small improvements make big $$$

[The Goose Invests @TheGooseInvests]

@michaelsikand You’ll want to own the platforms not the gaming companies imo.

The moats going to be in the userbase because socializing and status among players will still be important

[The Goose Invests @TheGooseInvests]

@TheFlowHorse Have you been impressed?

The gap between what I see and what I’ve gotten out of it so fars been large. Though I haven’t given it any big asks

[The Goose Invests @TheGooseInvests]

@LongGameEquity Astra LOVEs $DECK gonna have to look into it more

[The Goose Invests @TheGooseInvests]

@ChrisRinvesting @patientinvestor Some are saying that’s the perfect business

[The Goose Invests @TheGooseInvests]

@patientinvestor $WMT is doing a great job of transforming their business away from traditional big box store into being last mile fulfillment + premier ad infrastructure.

[The Goose Invests @TheGooseInvests]

@TheEthanDing Don’t ask your boss this!

[The Goose Invests @TheGooseInvests]

@StockWorthyApp Great write up! You know Geese love $WING