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@dalibali2 @RodriGo_ethe What about WDAY?

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@WaterworldCapi1 What about SEI? Or nah that’s a 🍩

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@RpsAgainstTrump @grok is this true

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@sidprabhu Amusing how this data starts after bonds got annihilated in the early 70s

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@orrdavid @FixedIncQuant @nickgiva1 The Bitcoin holdings for the iShares Bitcoin Trust (IBIT) are primarily custodied by Coinbase Custody Trust Company, with Anchorage Digital Bank added as a secondary, backup custodian. [1, 2]

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@WaterworldCapi1 @TBU12345678 What’s the cava short case? Overvalued? 🥬💩🚽?

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@HatfieldCapital They need to bring Culp back!!!

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@viggy_krishnan Agree, I use a max of 30x on 5yr out #s and for some industries/companies this belongs even lower

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@WaterworldCapi1 @PrefShares Can you expand more on the thesis plz

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@lazereater FYI if they post a store on there they never take it down even if they haven’t re-ordered a new can

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@MidwestHedgie Question: I blv you were short SEI, willing to share updates on this thesis?

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@viggy_krishnan @lhamtil Rates were even higher in the massive run-up to the crash of 1929, didn’t matter then either!

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@WaterworldCapi1 Poly market has democrats >50% chance to take senate

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@pmje73 And not to mention the amount that people game this putting their stakes into multiple trusts to get the $15 mil multiple times

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@InnocenceCapit1 @HatfieldCapital Agreed, finally starting to get somewhat reasonable - valuation was outrageous before.

I do think that some of these businesses are mediocre. Car wash seems to be both discretionary and having a low deserved roic

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@bizalmanac @analogcap @valuedontlie Too bad geico doesn’t seem to be showing any real solid tangible performance improvement!!

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@soonercapital Celsius

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@JimmyDaGreek76 Tmus is now a classic mature wireless co, wen short?

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@HatfieldCapital We were owners of CPRI, acquired this year after the stock blew up. The core brand is meh but there are consumers for brands at many different price points and Kors, coach, Kate etc fill their own niches

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@sinstockpapi SAH - $1.9bn cap - auto dealer - the worst of the bunch but the only one sub $2bn, and likely to be acquired in the next handful of years.