Chase R.

Proud Father. Truth Seeker.

[Chase R. @BatonRougeBorn]

You can’t backtest emotions.

[Chase R. @BatonRougeBorn]

@michaeljburry Tips on how to become more patient? What helped you?

[Chase R. @BatonRougeBorn]

@stocktalkweekly Crap. No bueno. I really like this name.

[Chase R. @BatonRougeBorn]

@johnarnold What do you think about the analyst that went on the invest like the best podcast and essentially predicted gas shortages starting in 27 and 28 and that solar will be a major manufacture because of the rising electricity costs?

[Chase R. @BatonRougeBorn]

@ChrisCamillo What is your best advice on exercising and committing consistently to be behaving this way over a long period of time ?

[Chase R. @BatonRougeBorn]

@stocktalkweekly Software seems to be getting the short end of the stick here. NOW earnings tonight. FIVN -10%. Ouchie.

[Chase R. @BatonRougeBorn]

@mr_deepvalue Okay. Simplest way to do value a company? Within a paragraph. And go.

[Chase R. @BatonRougeBorn]

@ChairmansLedger @SwellAndFlow This is exactly what you want to hear. Only thing better would be “I’m short”

[Chase R. @BatonRougeBorn]

@rubicon59 Have you started to consider PSIX again at these prices?

[Chase R. @BatonRougeBorn]

@stocktalkweekly Also a very likely acquisition candidate.

The more I study, you’re investing style the more I realize the alpha is really in deep research and being willing to read things that others are not willing to read

Thank you for all your hard work my friend. Cheers.

[Chase R. @BatonRougeBorn]

@stocktalkweekly Decent margins + FCF growth at a decent price. Plus theme & subset.

Recipe for alpha.

[Chase R. @BatonRougeBorn]

@stocktalkweekly It means start looking for deals where there’s value.

[Chase R. @BatonRougeBorn]

@stocktalkweekly Long from 40$. 4 weeks ago. Knew this was an acquisition candidate. Learned this from you.

[Chase R. @BatonRougeBorn]

@stocktalkweekly INOD. Theme plus value here.

[Chase R. @BatonRougeBorn]

@stocktalkweekly @peonyKingOF I literally hope no one else sees this reply. You’re the goat.

[Chase R. @BatonRougeBorn]

@stocktalkweekly @peonyKingOF Going to join the team soon. Your research process is obviously geared towards alpha.

I’ve been trying to reverse engineer it. No dice lol.

After you select a theme do you then begin to go name by name in the sector and then find asymmetric plays that way?

[Chase R. @BatonRougeBorn]

@stocktalkweekly @peonyKingOF You long FSLR?