graymatter09

Wealth is the ability to fully experience life - Henry David Thoreau

[graymatter09 @GrayMatter09]

@SalehOfTomorrow @twittk @kpharmd12 @Aetna @CVSHealth @cvspharmacy @TruthRX @BrandiChane @Commpharmacy @APRxNews It’s a scam and congress knows it but they haven’t stepped up to do anything about it

[graymatter09 @GrayMatter09]

@jpass26 @KenBusch12 @LJKawa @Rebecca98869736 Do you know that most private credit funds have 15%-25% maturities happening each year, which means there’s plenty of liquidity to get people out but it’s not going to happen all at once. I’m sure there are crap funds out there that are outliers.

[graymatter09 @GrayMatter09]

@weerlig8 @AndreasSteno Sad but prob right

[graymatter09 @GrayMatter09]

@realMeetKevin Taco Tuesday coming next week

[graymatter09 @GrayMatter09]

@Rajatsoni So what you are saying is the system should penalize savers in favor of those who don’t prepare?

[graymatter09 @GrayMatter09]

@LucienWolfe111 @Tesla Were you staring at your phone while you typed this? With the selfie cam looking right at your nose hairs?

[graymatter09 @GrayMatter09]

@Dylan_Segelbaum @BaltimoreBanner Despicable. Maybe we should all find out how much the defense attorneys were paid.

[graymatter09 @GrayMatter09]

@TimDehoucke @garyblack00 Al has been a TSLA skeptic for a decade

[graymatter09 @GrayMatter09]

@NewsLambert I think this was the plan

[graymatter09 @GrayMatter09]

@robmaurer @Tesla Miss you Rob!

[graymatter09 @GrayMatter09]

@run_bull_ @SawyerMerritt @Tesla It was cheaper by 50% when I first got my S. But as a homeowner I found another carrier that I could bundle with to save money on my homeowners. I use Safeco now. Tesla insurance was great tho, even had to process a claim and it was very smooth.

[graymatter09 @GrayMatter09]

@run_bull_ @SawyerMerritt @Tesla Tesla insurance is also pretty great if available in your state.

[graymatter09 @GrayMatter09]

@SRyanSheldon @BillAckman @elonmusk @DOGE I hope there’s a big settlement coming for independent pharmacies and all the money the PBMs has stolen from them.

[graymatter09 @GrayMatter09]

@chrismilas @alliehogge @realdogeusa Pharmacies play an important role, especially serving the elderly and rural communities. These PBM’s are ripping the pharmacists off just as bad if not worse. Ask Grok or Chat GPT of the impact of PBMs on independent pharmacies. It’s horrible.

[graymatter09 @GrayMatter09]

@SawyerMerritt Make the X a true SUV that competes with the Rivian.

[graymatter09 @GrayMatter09]

@BarRed321 @MacroPea @charliebilello All I said is that he has laid out the vision. He has set high expectations and you are either in or you are out. That explains why the market is awarding a high multiple.

[graymatter09 @GrayMatter09]

@BarRed321 @MacroPea @charliebilello No im not justifying the valuation. But the CEO has a plan to be the largest company in the world. Not that many other companies have a plan like that. If Tesla delivers on driving and robots then the valuation is going to be small. With this valuation you are either in or out.

[graymatter09 @GrayMatter09]

I don’t think so. I’ve listened to every earnings call for a decade. 2022 was strong until the end of the year. The twitter deal had an impact but the stock took a dive when Tesla started cutting prices. It’s all timed exactly at the same moment. The demand was drying up. The demand is still not there for vehicles and revenue growth is coming from other business segments.

[graymatter09 @GrayMatter09]

@BarRed321 @MacroPea @charliebilello Yes but look backwards too. In 2022 the revenue growth was over 50% and the stock declined 65%. This was pricing in the slowing growth that was set to occur looking forward. The multiple expansion recently is accounting for the forward looking growth.

[graymatter09 @GrayMatter09]

@StudiareTutte @Tslachan Mr walkway. Lead me to the building… get real