Dragos Darabut

Love investing. Work in private equity. Invest since 2007. What I write is not financial advise. Do your own due diligence.

[Dragos Darabut @dragdo]

- I run a concentrated portfolio.
- Invest for the long term with patience but can change my mind quickly.
- 50% is in two consolidation plays: $QXO and $ONDS.
- I have some exposure to space but remain very opportunistic.
- Plan to increase my $MELI position at some point.

[Dragos Darabut @dragdo]

If you compare $RKLB and $ASTS P/S to SpaceX P/S, there's not a lot of room left to grow in the short term, unless SpaceX multiples go even higher, which of course could happen, but I wouldn't bet on it.

[Dragos Darabut @dragdo]

@baire_jona48983 @Maximus_Holla not clear for me from the picture if these are short puts or long puts. seem to be short puts...

[Dragos Darabut @dragdo]

@GorilaGurpin @vulturetrades yes, QCOM also

[Dragos Darabut @dragdo]

@Maximus_Holla Thanks for sharing! Are you looking at a technical rebound? Or a valuation rerouting? Or something else?

[Dragos Darabut @dragdo]

@vulturetrades GUIDE

[Dragos Darabut @dragdo]

@vulturetrades SPY

[Dragos Darabut @dragdo]

@TheVoz4Real would you say it's probably that the gap up from yesterday closes today or tomorrow?

[Dragos Darabut @dragdo]

@itschrisray this is huge!

[Dragos Darabut @dragdo]

@Jake__Wujastyk Out of curiosity, how do you play it? What maturity and at what difference vs. market price do you choose the strike?

[Dragos Darabut @dragdo]

@themotleyfool $MELI

[Dragos Darabut @dragdo]

Wake up, America!

[Barack Obama @BarackObama]

The killing of Alex Pretti is a heartbreaking tragedy. It should also be a wake-up call to every American, regardless of party, that many of our core values as a nation are increasingly under assault.

[Nico_NC @NicoNCW]

Well... looks like we've got the whole lineup updated now
$ONDS

[Dragos Darabut @dragdo]

@BoringBiz_ https://t.co/YD2Kv5gWGS

[Dragos Darabut @dragdo]

@BoringBiz_ https://t.co/GGEwEYvHrL

[Dragos Darabut @dragdo]

Another great podcast by @WilliamGreen72, this time with Howard Marks.

Two key points:

1. Why the bureaucracy of investment committees discourages good returns.

2. Why words like "I told you so" are not part of a successful long-term partnership.

[William Green @WilliamGreen72]

I’m delighted to share the latest episode of the #RicherWiserHappier podcast: “Avoid Disaster w/ Howard Marks.” We discuss everything from AI to bitcoin to gold, & Howard explains why he thinks most AI companies will “end up worthless.”

Listen: https://t.co/1glhwX0Eq6
Watch: https://t.co/W0AaF7578p

[Dragos Darabut @dragdo]

@Teslanomy_com The numbers are huge, indeed. But it's not an apples-to-apples comparison.

Revenues should be compared with GDP, not valuations.

Things change a lot when we compare revenues with GDP.

[Dragos Darabut @dragdo]

I will always love the longs. They are the future.

I will always love the shorts. They are the ones that make the future sustainable.

[Dragos Darabut @dragdo]

@KarelMercx Cool. I’ve also started spending more time daily because I want to increase my score, as this is the best metric for tracking language learning improvement.

And it really works. My Spanish at 70 is significantly better than my Spanish at 50 this spring.

[Special Situations 🌐 Research Newsletter (Jay) @SpecialSitsNews]

Sources, including Treasury Secretary Scott Bessent, say Trump has made his Fed Chair pick, with a strong chance of a reveal before Christmas. Trump confirmed on Air Force One that the announcement is coming soon, possibly Dec. 2–3. Kalshi show Kevin Hassett at ~75% odds. A Hassett pick would signal a pro-growth, dovish stance—faster rate cuts, higher inflation tolerance, and a weaker dollar—likely boosting stocks and crypto.