C.Erns

[C.Erns @cernst2]

@fivepointscap @GabGrowth There are some public companies that own not tiny amounts of Anthropic as a percent of market cap.

[C.Erns @cernst2]

@fivepointscap @QualCompounders The market is filled with these names. Won’t hold out hope for Accenture next week. If they turn the rip will be one for the ages.

[C.Erns @cernst2]

@DsrPrivate And at least we know it’s another normal day in software land. ADBE Looks like a beat and raise followed by good ole hate selling. Lol

[C.Erns @cernst2]

@DsrPrivate Wow. After that auction the Trump tweet did wonders for bond. Giddyup

[C.Erns @cernst2]

@DsrPrivate Woah. Thats one of the biggest rips I’ve ever seen

[C.Erns @cernst2]

@BlacklionCTA

[C.Erns @cernst2]

@citrini Is there a stipend?

[C.Erns @cernst2]

@Don7Spy It’s been doing this since the first iPhone update almost 20 years ago. Like clock work

[C.Erns @cernst2]

@jedimarkus77

[C.Erns @cernst2]

@jedimarkus77 He’s got the Trump playbook. “It’s going to be the biggest and best announcement ever”

[C.Erns @cernst2]

What I have found to be weird is the “kids” getting the most help from their parents are often the ones that are the least happy. They almost feel like their parents should be doing even more for them. These kids aren’t layabouts. They’re working hard, but just never built what their parents did and don’t feel like they ever will. Mass boomer resentment.

[C.Erns @cernst2]

@DsrPrivate What is the time frame of longer term?

[C.Erns @cernst2]

It’s both in line and totally against their history. They don’t typically go tech. But aapl and goog have shown their willingness to pivot. Their initial buys were when both were not doing well. Meta has their moat and would fit in line with a value play and a long term great brand. We shall see. (Holding my buy for the close to see if leveraged players push is down into the weekend)

[C.Erns @cernst2]

@Don7Spy Stock offering headline. Rumor not from company

[C.Erns @cernst2]

@fivepointscap Meta might be stepping up to sell, let’s see what Greg does. Adding back a few meta here.

[C.Erns @cernst2]

@DsrPrivate

[C.Erns @cernst2]

I don’t think so. Looks like .89% management on nav and a little bit of leverage expense and get an expense of 1.02. (Checked their website). Pretty solid performance history. Also when plugging in historical need to see if it’s tracking NAV vs market price.

Also they write some covered call too I believe

[C.Erns @cernst2]

@fivepointscap Check out the closed end fund STEW. Almost half the fund is brk. Getting it at a 23% discount to NAV.

[C.Erns @cernst2]

@MacrostratPB