Carilon Capital Research

Engineer-turned-value investor 📐 | I build valuation models to assess risk-reward opportunity | valuation and economy insights | licensed professional engineer

[Carilon Capital Research @CarilonCapital]

Trying to get rich quick is one of the quickest ways to go broke. Whereas trying to get rich slow is one of the surest ways to get rich.

[Carilon Capital Research @CarilonCapital]

@k1rallik Easy short right?

[Carilon Capital Research @CarilonCapital]

@BobEUnlimited The incorporation of Teams into work everywhere seemed to be a bigger jump so far, probably the biggest jump

[Carilon Capital Research @CarilonCapital]

@JohnFMauldin Well since the axis values aren’t shown for eps we actually have no idea do we. If this was reported in % change it would be discernible

[Carilon Capital Research @CarilonCapital]

@JaredRyanSears Stock markets aren’t doing well. The s&p 500 is down over 70% (that’s including dividend income) priced in gold since 2000. the market has been atrocious in terms of purchasing power the last 3 decades.

[Carilon Capital Research @CarilonCapital]

@InvestingAddict For people capable of valuating stocks, I don’t agree. For people who don’t know how to properly valuate stocks, I agree

[Carilon Capital Research @CarilonCapital]

It’s because the economy isn’t good. Having a job is not a measure of success in this economy. And the stock market is down priced in gold (purchasing power) 70% since 2000, not up. Cost of living has increased incredibly faster than wages over last 10 years especially.

[Basil🧡 @LinkofSunshine]

The permanent vibecession is here to stay

[Carilon Capital Research @CarilonCapital]

@LinkofSunshine It’s because the economy isn’t good. Having a job is not a measure of success in this economy. And the stock market is down priced in gold (purchasing power) 70% since 2000, not up. Cost of living has increased incredibly faster than wages over last 10 years especially.

[Carilon Capital Research @CarilonCapital]

@pmcondon2 One of the biggest endogeneity blunders of all time. Learn statistics, people.

[Carilon Capital Research @CarilonCapital]

Have you never heard of a standard deduction?

[Lunix @SolLunix]

Corporation: "We made $4B but spent $3.9B so we only owe taxes on $100M."
Government: "Totally reasonable."

You: "I made $60K but spent $58K on survival."
Government: "You owe taxes on $60K."
You: "That's not—"
Government: "File by May 15."

[Carilon Capital Research @CarilonCapital]

@StealthQE4 Alan Greenspan
Ben Bernanke
Janet Yellen
Jerome Powell

[Carilon Capital Research @CarilonCapital]

@GenZMultifamily Only 20 min drive from downtown

[Carilon Capital Research @CarilonCapital]

@costsegguys @theficouple Yeah what happens when you get normal financing?

[Carilon Capital Research @CarilonCapital]

@skumWgmi Learn about inflation

[Carilon Capital Research @CarilonCapital]

@realroseceline Person pretty smart

[Carilon Capital Research @CarilonCapital]

@contrarianradar Dang I would LOVE to buy that low, I’ll be LOADING UP down there

[Carilon Capital Research @CarilonCapital]

Wait a minute….. we’re actually going to get $ADBE under $200/sh

aren’t we?

[Carilon Capital Research @CarilonCapital]

@MozaNandan @FluentInQuality Ooo that’s a tough thing to argue with

[Carilon Capital Research @CarilonCapital]

@rushicrypto Then I should be getting 3x that

[Carilon Capital Research @CarilonCapital]

@ThHappyHawaiian Because people are (not so) surprisingly much more in debt, broke, struggling financially now

[Carilon Capital Research @CarilonCapital]

@upstatefederlst Never agreed with a post more