bossOnothin

Equities and DeFi. Former crypto bear.

[bossOnothin @bossOnothin]

Hyman Minsky's Financial Instability Hypothesis applies to #BTC more than anything else. https://t.co/ggnUXMCb61

[bossOnothin @bossOnothin]

@paradedmarket i fumbled u

[bossOnothin @bossOnothin]

@ebitdaddy90 I think attempting to have your portfolio P/E = avg stock P/E is optimal for vol-adjusted returns unless you are adamant on capturing value factor. Any more or less will give you factor exposure and increase vol

[bossOnothin @bossOnothin]

@itscharliemar I don’t understand why a value investor would decide to trade macro

[bossOnothin @bossOnothin]

Wow $AAPL big miss. $GOOG not looking great either. Bears drooling.

[bossOnothin @bossOnothin]

@VolumeDegen Thanks bro. Probably last trade I’m gonna take. I’m an index fund boomer now.

[bossOnothin @bossOnothin]

HAHA $META. This long has been the culmination of everything I’ve learned in the past few years trading. If it didn’t work out, it would have meant everything I thought I knew about picking stocks was a lie. Glad to see I’m not a fraud 🙏🙏

[bossOnothin @bossOnothin]

Dead company eh

[bossOnothin @bossOnothin]

@FbBagholder We made it out the hood 🙏

[bossOnothin @bossOnothin]

Very nice increase in active users, and rev growth still positive on a constant currency basis. Love the cost cuts going into next year

[bossOnothin @bossOnothin]

POV: no bitches

[Nate O'Brien @nateobrienn]

I’m always shocked to see how many people still use Snapchat. I keep forgetting that it’s a thing

[bossOnothin @bossOnothin]

Yikes on the ARPU drop. Hope Reels has done enough for $META 🤞

[Wasteland Capital @ecommerceshares]

$SNAP forecasting to shrink revenue by 10% this quarter? 🤢 This is really a bottom-of-the-Ponzi-barrel Stock Printer for the “drinking straight from the lead-pipe” droolers. Despite no growth, management 🐷 oinked $451m in fresh SBC (35% of revenue!) just last quarter! 🐽 🤧

[bossOnothin @bossOnothin]

@PrepRemarks Not sure if NFLX had little downside risk

[bossOnothin @bossOnothin]

@ValueStockGeek They idolize Buffett for buying $AAPL when he did, but when they get the opportunity to do the same they pussy out

[bossOnothin @bossOnothin]

@itsandrewgao Global vs US

[bossOnothin @bossOnothin]

@worstcontrarian Me

[bossOnothin @bossOnothin]

@tungatrades @MacroAlf Damodaran has implied ERP at 5.1%

[bossOnothin @bossOnothin]

I’m the next me 💪💪💪

[bossOnothin @bossOnothin]

@OffTheRunTrades @scroogecapital Not the same person

[bossOnothin @bossOnothin]

@FbBagholder Thinking of doing something similar, but it’s still so cheap

[bossOnothin @bossOnothin]

Need to start thinking about $META exit price 👀