EquityStat

Stock portfolio tracker for your stocks, mutual funds, ETFs

[EquityStat @equitystat]

https://t.co/lUrcUijsIo

[EquityStat @equitystat]

@zerohedge yutes?

[EquityStat @equitystat]

@TSOH_Investing 20 years later Netflix has a great consumer experience. I would like to see some more binge-worthy new shows. I think I have watched all of them.

[EquityStat @equitystat]

https://t.co/EgXxVjus3M

[Dallas Business Journal @DallasBizNews]

American Airlines is doubling down on DFW Airport with plans for its largest-ever Admirals Club. https://t.co/riJhE1L901

[Charlie Bilello @charliebilello]

Apple is now trading at nearly 11x sales, the highest valuation level in company history. $AAPL

[Dallas Business Journal @DallasBizNews]

The Dallas-based gas company founded by billionaire Albert Huddleston just completed a $5.2 billion deal with Mitsubishi. https://t.co/5FDCMJugjO

[EquityStat @equitystat]

@FoxBusiness This would make a great Berkshire Hathaway business and great final acquisition by Buffett. Great Buffett stock - great brand, probably great earnings, moat.

[FOX Business @FoxBusiness]

Iconic candymaker to lay off hundreds, move US headquarters out of New Jersey https://t.co/Eyekq5untu

[Financelot @FinanceLancelot]

SpaceX shares are now trading at $120, almost 50% below the peak price of $225.

20% of $SPCX insider shares unlock on Wed Aug 6th following Q2 earnings. That marks the beginning the unlock schedule that ends with 100% of shares unlocked for selling by December 2026

The unlock schedule:
Aug 6 - 20%
Aug 21 - 7%
Sep 10 - 7%
Sep 25 - 7%
Oct 10 - 7%
Oct 25 - 7%
late Oct / early Nov 2026 - 28%
Dec 9 - Remaining Shares

This has sparked fear that the largest IPO in history was purposely fast tracked into the indices after only 15 days, so retirement funds and passive investment funds were forced to buy at astronomical prices, and hold the bag the entire way down.

[Evan @StockMKTNewz]

SpaceX $SPCX is in talks with the Defense Department about providing the agency with access to data-center capacity worth billions of dollars for running AI models - WSJ

[TheStreet @TheStreet]

Olive Garden’s rare $100 deal sparks massive customer rush

Read more: https://t.co/G0v7YoPCfS

[Dirtcheapstocks @dirtcheapstocks]

SpaceX was valued at ~$3 trillion a month ago.

Say you want a 10% ROI.

A $3T investment must pay you $300B in perpetuity.

If the biz makes $0 for next 5 years, it must pay you $483B in year 6 and every year after.

SPCX did $19B of revenue in 2025.

The stock is down 45%.

[EquityStat @equitystat]

@thisisorlando Let's check back in five years.

[D Magazine @DMagazine]

As the 2026 FIFA World Cup comes to a close, these social media posts show how international visitors experienced Dallas-Fort Worth—from Texas barbecue and cowboy hats to packed events and warm North Texas hospitality. https://t.co/S6UmAuAsZo

[Kate Rooney @Kr00ney]

DataBricks raising at a $188B valuation, CEO @alighodsi joined us on @CNBCTheExchange to talk about the round as China's Kimi makes waves in AI today:

Calls Kimi's newest K3 model a "gamechanger" and a "significant jump" in quality (at a cheaper price)

Also comes as costs are increasing "exponentially" for Fortune 500s using AI, revenues are not 💸

"For the really difficult questions let's ask the frontier American models -- and pay a lot for it... for the more mundane tasks... use a cheap open source model."

[Financial Times @FT]

Meta and Anthropic in talks for up to $10bn data centre deal https://t.co/kKn4B8HaNM

[EquityStat @equitystat]

@HeroDividend Think of all the ways $GOOG makes money
1. Search Ads
2. Display Ads
3. YouTube Ads
4. YouTube TV
5. Google Cloud
6. Android OS
7. Gemini
8. AI Chips
9. Investments - AI, SpaceX, Anthropic, Waymo

[andrew engler @aerockrose]

Warren Buffett reveals the underpricing test behind Apple's iPhone: a $1,000 device can be worth more than a $1 million plane.

"I do not focus on the sales in the next quarter or the next year."

"Hundreds and hundreds and hundreds of millions of people practically live their lives by it."

"That little piece of whatever it is, that is some of the most valuable real estate in the world."

"They spend hours a day."

"It is part of their habit of living."

"If we did not have it, you could not sell them anything else. They either went next door or they came back."

"The iPhone 10 cost $1,000 and that is a lot of money."

"I have a plane that costs me maybe a million dollars a year."

"I would rather give up the plane, which is a million or a million and a half a year, for something that costs $1,000."

"The iPhone is enormously underpriced."

That is the replacement-friction test.

The moat is not just usage. It is what customers refuse to substitute when supply disappears, prices rise, or a cheaper alternative shows up.

Before you optimize conversion, pricing, or retention, ask the Buffett question: what would your best customer give up before giving up you?

- Warren Buffett on CNBC

[EquityStat @equitystat]

A quick getting started guide to EquityStat.

https://t.co/qhzvxItKnC

[The Motley Fool @themotleyfool]

Investing is easier when you stop trying to be clever.