Cem Sinan Ozturk

ml engineer @ppg | phd cand. in finance&ai @Telfer_uOttawa |@ubc @bse_barcelona @unibogazici

[Cem Sinan Ozturk @cmsnnztrk]

@darylspelman @TheLongInvest That event alone is enough to make you question the competence of the management..

[Cem Sinan Ozturk @cmsnnztrk]

Such a weird Google search result! Searching "intuitive surgical stock" gives me Intuitive's logo, Kraken Robotics' ticker and price, China Mobile's Wiki page and Dell's founders and Temasek as the parent company.
So much irrelevant info! @Google $GOOGL

[Cem Sinan Ozturk @cmsnnztrk]

@Ptbojack @ManyBeenRinsed Tell me about it! I was sick of waiting and sold at 20s just before the party 😅

[Cem Sinan Ozturk @cmsnnztrk]

@Uscanmexico1 @anshublog If that’s the case, it could already be oversold for some of these names.

[Cem Sinan Ozturk @cmsnnztrk]

@TheFinPitch @QualityInvest5 Honestly, I don’t see the Duolingo vs Chegg comparison.
Chegg monetized answers (soft cheating), and ai killed that need, much like stack overflow.
Duolingo’s moat (if there is one) isn’t answers. It’s engagement via gamification.
Please tell me what I miss on my approach..

[Cem Sinan Ozturk @cmsnnztrk]

@AssetTraveller Strong Parks & Rec or the Office vibes 😅

[Cem Sinan Ozturk @cmsnnztrk]

@onestoploss Genelde negatifi görmek akıllıca gibi duruyor ama sürekli bear olmak uzun vadede bence fena pahalıya patlıyor.

Yanlış zamanda içerde olmaktan çok, piyasada hiç olmamanın fırsat maliyeti çok daha yüksek.

O yüzden bence en iyisi cautiously optimistic olmak..

[Cem Sinan Ozturk @cmsnnztrk]

@ReturnsJourney Fair😂

[Cem Sinan Ozturk @cmsnnztrk]

@joecarlsonshow Any reason why Mastercard not Visa?

[Cem Sinan Ozturk @cmsnnztrk]

@DixonGeeCapital @AirBreather1980 @joecarlsonshow @TidefallCapital And?

Wondering the counter argument, not saying that I agree with the point above.

[Cem Sinan Ozturk @cmsnnztrk]

@Lucas2052543 @BarrySchwartzBW Not 15 or 20… no no, say 19 so it sounds credible😂 (not a bad buy though)

[Cem Sinan Ozturk @cmsnnztrk]

@fahdananta Don’t forget to have some baklava from Karaköy Güllüoğlu! Ooh, and I really missed Turkish ice cream, you must try, if you haven’t already.

[Cem Sinan Ozturk @cmsnnztrk]

@fahdananta Moved last winter and loving it so far!

[Cem Sinan Ozturk @cmsnnztrk]

@rouzi_mrouz I prefer not to touch margin but I was thinking very similar scenario recently. If I’m not mistaken as you are buying an income generating (dividend) asset, interest expense should be tax deductible so your net interest cost ends up lower.

[Cem Sinan Ozturk @cmsnnztrk]

@TheWiseIC @Wealthsimple I use both Wealthsimple and Questtrade, I like you can do Norbert’s Gambit on Questtrade. It is painfully expensive to convert CAD to USD in wealthsimple in relatively smaller amounts.

[Cem Sinan Ozturk @cmsnnztrk]

@gurgavin animal spirits!

[Cem Sinan Ozturk @cmsnnztrk]

@TravisBrendan2 @patientinvestor Ooh, I see. I must’ve missed that.

[Cem Sinan Ozturk @cmsnnztrk]

@all_offs @nothinknothing_ Shortu ne kadar süredir taşıyorsunuz? (2020’den bu yana dediğinizi pozisyon özelinde mi, yoksa genel olarak mı söylediniz emin olmak istedim.) Bu süreçte piyasa bu kadar yükselirken short’u taşımak maliyetli olmuyor mu merak ettim.