J.P. Capital

Private Fund Manager. This is never financial advice.

[J.P. Capital @_j__f]

1/ I firmly believe the majority of value in healthcare will accrue to the biggest network with the least latency and the most *relevant* and proprietary data. The intelligence contained will be an unprecendeted deflationary force for the US Healthcare System.

[J.P. Capital @_j__f]

@moninvestor What moat lol

[J.P. Capital @_j__f]

@WillBiddy_ Why is $META > $GOOG?

[J.P. Capital @_j__f]

@DimitryNakhla Nothing really changed for them.

[J.P. Capital @_j__f]

@returnoncap Why $HONA?

[J.P. Capital @_j__f]

@Agrippa_Inv @danroberts0101 Nonsense

[J.P. Capital @_j__f]

@Joseph_Invests At this point it’s just retarded. All the ratios you’re using are nonsense.

[J.P. Capital @_j__f]

@joecarlsonshow Lost the plot.

[J.P. Capital @_j__f]

@DimitryNakhla Some are more attractively priced now, but not really attractive yet. I would expect some downgrades in estimates, even for the most durable, strongest moats out of them.

$ASML at 1000€ is a great buy, TSM at 280$.

[J.P. Capital @_j__f]

The tide goes out.

[J.P. Capital @_j__f]

@TheTechInvest At this point, it’s just delusional to think Neoclouds profit from the political shift. The confirmation bias is strong.

[J.P. Capital @_j__f]

@Muzzlebuster Yup

[J.P. Capital @_j__f]

@DimitryNakhla $FER

[J.P. Capital @_j__f]

@TheTechInvest How does that make you more bullish on $IREN?

[J.P. Capital @_j__f]

@LeifInvests As i said, its inflated.

[J.P. Capital @_j__f]

@TheTechInvest Do you know that 85-100% of "Operating Cashflow" is unearned revenue, so customer prepayments?

[J.P. Capital @_j__f]

@pablomartimar @alc2022 I'd say there are worse ones. 40% CAGR shrs. outstanding, - 80% FCF CAGR.

[J.P. Capital @_j__f]

@DimitryNakhla I remember the day where some guy said he's selling $MA because it hasn't moved (it was the literal bottom for the stock), lol

[J.P. Capital @_j__f]

@LionintheSenate @alc2022 They have no FCF adjusted for SBC. The point of mine was that the market cap did not go up because the company isn't managed for shareholders but employees and the CEO.