The Special One

Please, don't call me arrogant. Because what I am saying is true, I am Investing champion so I am not one of the bottle. I think I'm a special one

[The Special One @TheSpecial1Cap]

@connections8 🤔

[The Special One @TheSpecial1Cap]

@shortbus_ace Thoughts on O'Brien? Seems good at turn-arounds, but shareholder results have been mediocre at best

[The Special One @TheSpecial1Cap]

@LockStockBarrl "The hallmarks of the classic capital cycle: high prices boosting profitability followed by rising investment and the arrival of new entrants, encouraged by overly optimistic demand forecasts; and the cycle turning once supply has increased and demand has disappointed."

[The Special One @TheSpecial1Cap]

@CorpusCol @Ron284Ron A little obvious who it is... follow the money!

[The Special One @TheSpecial1Cap]

@TickerDUBS Core biz is fine. But Uber has a ton of anti-patterns that rely on human behavior that are well documented, and these are at risk

- Corporate account rides cost more
- Repeating same location cost more
- Have a competitor app open? Cost less

[The Special One @TheSpecial1Cap]

@AlphaFileHQ Amazon +1083% last change?

Natera total gain +117.3% but TWR and IRR are 0.6%?

[The Special One @TheSpecial1Cap]

@Ron284Ron Haters forget .@hkuppy's Mongolia Growth Group

[The Special One @TheSpecial1Cap]

@dmarknewman Survivor bias

[The Special One @TheSpecial1Cap]

@feynzz Also DIP financing + continuing operations, seems like they will get paid during the interim period

[The Special One @TheSpecial1Cap]

@kab604 You can nudge your agent to build your own mcp to pull data. A little harder with Codex/Claude safeguards, alot easier with open source, but I built mine with Codex.

Alternatively, use Chrome Control to navigate through the UI and pull it for you that way.

Feel free to dm

[The Special One @TheSpecial1Cap]

@kab604 Write an MCP the hooks up to your tikr/fiscal.ai/screener of choice and start from there

[The Special One @TheSpecial1Cap]

@RhinoInsight Widely spoken English is also a big plus in KL

[The Special One @TheSpecial1Cap]

@GlobalStockPick Can't get it pass Congress even if they retain both Senate and House. Biden Student Loan ruling applies here.

[The Special One @TheSpecial1Cap]

@johnkmason @stoked_on_waves @blondesnmoney @jawagner92 Get those NR301 forms submitted to Fidelity and Schwab. IBKR I think does it automatically

[The Special One @TheSpecial1Cap]

@theojaffee Paul Allen tried to gift Seattle a beautiful lakefront park, and it was voted down. It’s now mostly office buildings for Amazon. People are stupid.

[The Special One @TheSpecial1Cap]

@RodAlzmann Have you tried using multiple retirements accounts on this w/ IBKR?

I know they combine US odd-lots on SSN so that doesn't work, but wondering if Canada is any different

[The Special One @TheSpecial1Cap]

@JoeValue https://t.co/Ttg5TTeqA4

Done

[The Special One @TheSpecial1Cap]

@feynzz Yeah just thinking that buybacks will slow materially in next couple years if do they decide they want to start purchasing again

[The Special One @TheSpecial1Cap]

@TheRealDavey2 Wait till you learn about Singapores raced-based immigration quotas.