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]

@AstutexAi Makes zero sense, as it only makes the item more desirable if supply grows slower than demand.

[J.P. Capital @_j__f]

@ariaradnia Is this monthly?

[J.P. Capital @_j__f]

@0xtechquity But i said it was a bad move lol

[J.P. Capital @_j__f]

@TradingDeskTy Based on what information? Higher margins? lol

[J.P. Capital @_j__f]

@realroseceline No, wasn't wise of ValleyForge Capital Mgmt. to sell at peak fear in 2022 either. They both did not respect the perimeters of their own circle of competence in those two cases. Valuable lesson

[J.P. Capital @_j__f]

@lajit6384 @RoadOutOfSerfdm @TradingDeskTy Terminal value multiple still applies here, they have some hidden risks that the market is aware of imo.

[J.P. Capital @_j__f]

@filamentico @realroseceline A bigger business does not necessarily create value for shareholders. It depends at what cost the growth has been created, that’s what you’re missing lol

[J.P. Capital @_j__f]

@realroseceline Imo, yes especially bc it traded at a pretty attractive valuation in the Balmer era

[J.P. Capital @_j__f]

@moninvestor What high quality companies are you speaking about?

[J.P. Capital @_j__f]

@DimitryNakhla 😂😂😂

[J.P. Capital @_j__f]

@RoadOutOfSerfdm @TradingDeskTy It’s at 36x p/e, not cheap at all relative to the ad sector

[J.P. Capital @_j__f]

@Hap0606 @DD17_Capital $DLO $MELI $CSU $SPGI $NFLX $ISRG

[J.P. Capital @_j__f]

@DimitryNakhla 🙏

[J.P. Capital @_j__f]

@SG3m8g @EndicottInvests Defining moment for the next trading day/week, yes

[J.P. Capital @_j__f]

@bily5260 @TradingDeskTy No thx

[Shadow Holder @crazydnekana]

“The most difficult part of investing is not identifying great companies. It is maintaining the self-control to wait for the right price, and the humility to accept that you will occasionally miss a spectacular winner by doing so. But that is the price of a process that protects your capital over the long term.”
Thanks @DimitryNakhla