FinTwitTurtle

Reptile specializing in macroeconomics and personal financ

[FinTwitTurtle @FinTwitTurtle]

@ErnestWongBWM First thing that came to my mind. Lol at X investors.

[FinTwitTurtle @FinTwitTurtle]

@chadhegerty @dscheinm 😂

[FinTwitTurtle @FinTwitTurtle]

@Aaron88jr @litcapital Congrats to Aaron and Stanley for flawlessly combining condescension with a fundamental misunderstanding of economics.

[FinTwitTurtle @FinTwitTurtle]

@tommyleed8888 @joecarlsonshow I don’t understand how you can say there’s not a ton to mismanage when we have a both underfunded and worse government retirement than many other countries.

I’m not in favor of adding any money to it until the fundamental problems are addressed.

[FinTwitTurtle @FinTwitTurtle]

@baiming_ @kj252308 @longriverCM They definitely have a lot of actually cash at least on the balance sheet.

What is keeping me away is the lack of disclosure combined with the weird fistfight with regulators report.

It just seems like something weird is going on.

[FinTwitTurtle @FinTwitTurtle]

@ls_fin @dayetweets @PythiaR This is just Hohn’s style. If he’s not absolutely certain of a company’s competitive position 10+ years out he sells.

There are a lot of ways to skin a cat, his strategy clearly works.

[FinTwitTurtle @FinTwitTurtle]

@ariaradnia My interpretation is they are going to use the vertical video to basically advertise their content. That doesn’t really bother me.

Not a shareholder though, I don’t like how competitive the streaming market is. Would not fault anyone for owning though.

[FinTwitTurtle @FinTwitTurtle]

@LyleHender56329 @joecarlsonshow I both agree and disagree here. My wife likes reality tv, easy watches, etc. Netflix has the content for that.

I am a snob and prefer the other networks, but I suspect the average viewer is more like my wife.

That being said this sector is too competitive for me to invest.

[Giga Based Dad @GigaBasedDad]

Bro this might be the greatest thing I have ever seen in my life

[FinTwitTurtle @FinTwitTurtle]

@jlarkytweets Definitely not happy with the war or higher gas prices.

I think propaganda is a strong word for a policy that clearly helped their employees on average.

[Guitar Gods Unleashed @gguworld]

"Ramble On" is 56 years old and Robert Plant just walked onto The Late Show and made it sound like he wrote it this morning.

[FinTwitTurtle @FinTwitTurtle]

@OGA_Studio @DarioCpx Joel Greenblatt has spoken on this several times. The problem with quant strategies is if the edge shrinks or disappears you’re only going to know in hindsight.

For example after 2 years of bad performance, no way of knowing if it’s variance or the edge is gone.

[Michael A. Gayed, CFA @leadlagreport]

Q1 was brutal.

I've also lost 100 lbs through fasting.

Both taught me the same lesson:

Pain is temporary. Panic is permanent.

Sitting through discomfort — without acting on it — is the hardest skill in investing. And in life.

---

[Michael Green @profplum99]

In a shocking turn of events, German economists discover that govt policy of increasing supply more effective than subsidizing demand at controlling prices.

[FinTwitTurtle @FinTwitTurtle]

@StefanGryff @Svenoptikon @joecarlsonshow One of the problems with Meta is every now and then Zuck lights a bunch of money on fire in pursuit of a big win.

Call it a boom or bust capex strategy’s. Some will hit some won’t.

Also it could be the underlying business is so strong, it barely matters.

[FinTwitTurtle @FinTwitTurtle]

@Flooby8 @realroseceline Agreed, if they increased prices say 5-7% a year for decades probably no one says a thing.

[FinTwitTurtle @FinTwitTurtle]

@OptionsBrit @Armin_Hartl I kinda think the new CEOs strategy is pretty good actually albiet clearly not yet respected by the market.

Old CEO was definitely not disciplined enough on the M&A side. Seems like if prosus is being punished for mistakes of previous management that’s a big sign.

[FinTwitTurtle @FinTwitTurtle]

@jlarkytweets @grok @josephjanecka Seems like the obvious solution to me is start the save act in say like 2030 or something and give states time to rollout the Real ID and citizenship status on ID.

Could perhaps mandate it, I could see either side of that.

[FinTwitTurtle @FinTwitTurtle]

@leadlagreport Leading to a buying opportunity with $BN imo.

Their loans secured by physical assets are way less risky than the blue owls of the world. But their stock is going down with the rest.

[FinTwitTurtle @FinTwitTurtle]

@j_enz @QualityInvest5 I agree didn’t seem like they were price sensitive at all on the buybacks.

Ultimately it may workout in the end since they are such a dominant company, but don’t think that was the best use of capital.