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I call out BS when I see it.

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@JerryCap Shorting MSTR would be a death sentence

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@matt_slotnick Consulting firms have always been bloated extractive turds with a scam as the core business model. Been obsolete long before AI

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@qcapital2020 I’m a bag holder, but still adding. Had discussions with creative professionals and they didn’t seem concerned with AI replacing Adobe. Not a position to hinge a portfolio on, but I think it’s worth my time and research efforts. The upside is just way too asymmetric from here

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@hypergrowth102 @bjmtweets One of the biggest dopes on here

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@fiscal_ai Akre fund performance has been almost impossibly bad. Just goes to show quality at any price doesn’t work. Poor investment process and poor analyst team. Though the next 5 years could be good due to mean reversion alone

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@FreezingFinTake This isn't a cold take. He's 100% right. I shouldn't need to explain why.

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@toddladams77 @Apple I have noise canceling earbuds for 1/3 the price. I love them. Im not commenting on noise cancellation. I’m commenting on the absurdity of the upcharge.

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@chat_SBC @P_Remarks This tweet summarizes perfectly why institutions never beat the bench

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@Idomeneus_OG @qcapital2020 This is great advice for a trader, but is meaningless for an investor. As an investor you either stick to your process and investment philosophy or not. Being up or down has very little to do with it.

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@TheGarpInvestor They’re accumulating

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@T_Gatzemeier That’s because relationship management is the most important part of the job. Clients that don’t have a great relationship with their FA are going to have far worse outcomes than if they had an FA with great technical knowledge and no trust

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@qcapital2020 Unironic shitco

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@safimona3 The ultimate mid off

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@evrgn11112231 @sadvalueinvestr Some of these could fall 90% and still be shit

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@RyanSAdams Lots of shitcos on this list

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@fiscal_ai Profits were a figma of our imagination

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@qcapital2020 Probably gets a good portion of money from business performance and not just the stock price. On than front Adobe is crushing it, but people believe it is temporary and it’s a dead business

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@LeverageValueP @F_Compounders Thats because these figures are a load of shit. No private vehicle investment returns are reliable

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@QCompounding Both matter a lot