Dad Talk

Husband, Father, Investor. Not Financial Advise. Not medical advice.

[Dad Talk @flynnke01]

@michaeljburry This is completely true. Also have worked in the field for over 30 years.

Very similar to the PC wave of the 90s and cloud / SaaS boom over the past 20 years.

New apps. New processes. Org change, risk management and compliance throttle adoption

[Dad Talk @flynnke01]

@MichaelPBento Thank you Michael. Love your perspective and insight

[lil retard @comic]

Real shit right here

[Dad Talk @flynnke01]

@Jake__Wujastyk TSLA

[Dad Talk @flynnke01]

@rickjeff78 He has been a great follow. Pretty accurate in the mid term on his value investing calls

[Dad Talk @flynnke01]

@michaeljburry Happy birthday. Have lived your Substack

[Dad Talk @flynnke01]

@kpak82 How to trade DJI

[Dad Talk @flynnke01]

@BillAckman Beautiful letter. Thank you for sharing and happy 60!

[Dad Talk @flynnke01]

@BillAckman Good move. I’m a psus and ps holder. Both great companies, however agree with the rotation. Very few understand the moat MSFT has. It’s been oversold

[Dad Talk @flynnke01]

@LogicalThesis Intermittent fasting is biological fact. I can discuss my ow success however it is the key to moderating insulin resistance and tied to major causes of death.

[Dad Talk @flynnke01]

@burrytracker Horrible interview as if he wants stoc to tank

[Dad Talk @flynnke01]

@BillAckman @CNBC Bill
I’m a new investor today in PSUS

Does this mean I also get the PS shares at some point? How does that work?

[Dad Talk @flynnke01]

@jimcramer Could be the qrtr where earnings tell a story that reflects the severe over reaction SaaSgeddon has become. SaaS is not dead. CRM, and MSFT own that data behind SaaS. Both have strong.growing AI platforms. Eventually the market will wake up and look back on the incredible buying

[Dad Talk @flynnke01]

@michaeljburry Love the visual.

[Dad Talk @flynnke01]

Fabulous reality visual

[Cassandra Unchained @michaeljburry]

What really matters to the market and the US economy is not the Strait of Hormuz.

[Dad Talk @flynnke01]

@MichaelPBento Thank you