aurelius

mostly long. mostly fins. always grateful.

[aurelius @gr8aurelius]

I don't invest in smaller cap banks, but there is a Truffle Shuffle trade, where you buy OTC banks on the hope that they uplist to a real exchange and get some passive Russell flows. This is not new, and you can learn about it in the reply.

[Andy Constan @dampedspring]

@gr8aurelius It showed promise.

Free long form content.

Now it's all teasers of a few paragraphs before a paywall and every paywalled feed is bragging beta.

Feels more like LinkedIn every day.

Sad

[aurelius @gr8aurelius]

@dampedspring Agree on sad. Maybe we can all rage against the dying of the light.

All roads lead to monetization I guess.

Have a great Friday eve. 💪🏼🙏🏼

[aurelius @gr8aurelius]

Spent 12 seconds on Substack.

Immediately was flooded with self-congratulatory “if you followed us ok Software stocks you’re up 50% plus” and had to eject.

[aurelius @gr8aurelius]

@blondesnmoney WDC over all others? I guess I’m poking at your inherent bias from buying this unbelievably well and having giant gains.

[aurelius @gr8aurelius]

@shortbus_ace I think a reasonable human could actually vibe code factset

[aurelius @gr8aurelius]

@alwaysearle what up fred

[aurelius @gr8aurelius]

@Investor_NICK_ Jokes on them. I’m heavy healthcare and data/exchanges.

[mr. bid @mr_bid_]

A daily problem.

[aurelius @gr8aurelius]

@MarinElitist @blondesnmoney

[aurelius @gr8aurelius]

@conksresearch They should try doing nothing.

[aurelius @gr8aurelius]

@dampedspring 2yr-FF also hawkish

[aurelius @gr8aurelius]

@PythiaR @P_Remarks no lies detected thats for sure

[aurelius @gr8aurelius]

I fully endorse this and appreciate Andy for writing it.

Bull markets expose investors to waves of people that confused levered beta and inexperience for a real track record. And to boot social media like X & SStack feed you not the highest quality but they most hyperbolic.

As my coaches used to say keep your head on a swivel. Never know when you might get blindsided.

[aurelius @gr8aurelius]

@alwaysearle That trailing growth scores matter for future returns

[aurelius @gr8aurelius]

@fundingregime tough part is skipworth is paid to open new stores and outrun the thing thats actually hurting the stock

[aurelius @gr8aurelius]

what would have to happen for you to buy $WING right now bc it seems stupidly cheap.

[mr. bid @mr_bid_]

$WING is at 27x earnings against a 91x ten-year median. A multiple is the price of peoples expectations, and those expectations collapsed even though the wings are delicious.

[aurelius @gr8aurelius]

https://t.co/i5T4fBNgIq

[aurelius @gr8aurelius]

@taobanker god willing one day people will refer to me as a top-notch fins fundamental schizo guy