funance bro

I have no idea what I’m doing in the markets.

[funance bro @funancebro]

@vachelliaequity @joecarlsonshow Because South Africa is the paragon of market transparency and efficiency 😂

[funance bro @funancebro]

@MMatters22596 1. Cash (T-bills)
2. Long puts
3. Short stock/futures
4. Long VIX (futures/ETF)

Good luck

[funance bro @funancebro]

Aria what do you think about Apple announcing their new digital Creator Studio bundle? Is this not meaningfully detrimental to their moat? I know Apple’s offerings aren’t necessarily enterprise-grade software and I wasn’t worried about single point competitors like Canva but I can see a significant portion of Adobe’s existing customer base switching over due to the ecosystem + network effect of Mac OS being so dominant in the creative industry.

[funance bro @funancebro]

@leevalueroach U look a little like David Harbour

[funance bro @funancebro]

I change my mind on this topic every week but $ASML or $V (yes, over $MA). I could also make the case for $CME or $VRSN in terms of purity but when considering other factors like expected return and growth profiles, $ASML and $V take the cake. While $ASML beats $V on both, technological moats are inherently weaker than structural moats.

[funance bro @funancebro]

@MichaelMing_My @QualityInvest5 If the chinese government can take over a company at any time, it has no moat

[funance bro @funancebro]

@oguzerkan Classic “but how much higher can it go” circa 2023

[funance bro @funancebro]

@solipsnitsyn @joecarlsonshow Go touch grass lmao

[funance bro @funancebro]

@leevalueroach Why does this read like a finance fanfiction

[funance bro @funancebro]

Big day today

FOMC at 2:30pm
$ADBE earnings after close

🤞

[funance bro @funancebro]

@qualtrim CAT is benefitting from the AI trade.

[funance bro @funancebro]

I think you were way off with your analysis of ADBE. 90% of ADBE's revenue comes from enterprises - Canva is simply just picking low hanging fruit. Adobe is so entrenched in these companies' workflow that switching to another platform would take years. Add also the fact that the rest of the industry uses Adobe, so you'd need to convince a 100bn+ industry that Canva is the better software, simply because it's cheaper. Alternatives like Canva, GIMP, etc. have been around and yet, Adobe has still grown 15%+ every year for the past decade, so the argument that ADBE's future is challenged by some comparatively juvenile software made for the masses goes against reality. You should really look into Adobe's monopoly in the creative industry because it's right up your alley. It's so much more than just creating Youtube thumbnails or social media campaigns, it's literally an entire ecosystem for creators, from content creation to market analytics.

Here is also some anecdotal evidence on the operational stickiness of Adobe: https://t.co/0W7EvvK9KG

[funance bro @funancebro]

@Skippalldemarrr @joecarlsonshow LOL u buy stocks because other people tell u to buy? What are you, a sheep?

[funance bro @funancebro]

@contrarcap @joecarlsonshow Netflix stock dropping isn’t the market disagreeing or agreeing. When a company acquires another, its stock goes down while the acquired company goes up. This is how merger arb works.

[zerohedge @zerohedge]

What

[funance bro @funancebro]

@firstadopter Can you provide receipts on all of these calls?

[funance bro @funancebro]

@GrindeOptions this is like saying manslaughter is not as bad as homicide

[funance bro @funancebro]

@niccruzpatane waymo's been open

[funance bro @funancebro]

@TheSonOfWalkley waymo has already been there for years

[funance bro @funancebro]

@_KarenHao I’m so glad water scarcity is getting its time in the sun. Sorry to hear about the mistake but thank you for bringing light to this overlooked issue.