Tsuki

studying economics and finance at Exeter university 🏦 TrendsAI

[Tsuki @jamieuk07]

Okay I’m going to unjailbreak today and go back to stock iOS! My jailbreak is buggy and causing my phone to slow down and battery loss. Been a great run and thanks @electra_team for the app. See everyone on iOS 12 for a jailbreak :) e.g will probably regret this when sileo is out

[Gary Black @garyblack00]

Some basic lessons for new investors to live by:
1/ Ignore the crowd. You make money by going against the consensus.
2/ Always pick stocks where you feel you have a research edge.
3/ You rarely go wrong investing in the company with the best product.
4/ Don’t listen to management. They are paid to be bullish.
5/ Study competitors, suppliers, and customer behavior. Be a product junkie.
6/ Have in your mind what you think a stock is worth, which is different from price.
7/ Be able to articulate in one sentence why you own a stock.
8/ Develop specific downside scenarios that would cause you to sell the stock.
9/ The highest quality of growth is unit growth, then pricing, then margin expansion, then cash reinvestment.
10/ Be wary of companies that grow by buying other companies.
11/ Sell discipline is selling a stock once it exceeds your price target, or if your investment thesis changes.
12/ Short stocks that have bad businesses, and not because they trade at high P/Es.
13/ Two big value creators are brand extension and TAM expansion stories.
14/ High P/Es are a function of high future growth rates, and not the industry.
15/ When investing in growth stocks always look for a controversy (“fight”).
16/ Buy stocks that can leverage key secular megatrends, and avoid those that will be hurt by them.
17/ Always consider cannibalization of existing products when sizing up new product opportunities.
18/ Be wary of “hockey stick” sales forecasts absent new products or expansion to new distribution channels.
19/ Stock buybacks are accretive if the E/P ratio exceeds the after tax cost of debt or return on cash.
20/ Price cuts rarely add value since they often create a race to the bottom.
21/ Stocks are cheap if price is less than the present value of future cash flows. A high P/E does not make a stock expensive.

[Elon Musk @elonmusk]

SpaceX IPO info

[Tsuki @jamieuk07]

CHAMPIONS!

[Arsenal @Arsenal]

This belongs to all of us.

[Tips Excel @gudanglifehack]

Your iPhone has been stolen. The thief turned it off. Find My shows “Offline.”

Your data, your photos, your mobile banking—it’s all in his hands.

But if you’ve set up these three things beforehand, the thief is just holding an $880 piece of metal that can’t be touched.

[Barbell Financial 💪🏻💰 @BarbellFi]

This is the worst economy I’ve seen:

Inflation way up
Job market sucks
Wages stagnating
Largest wealth gap
Record national debt
Record consumer debt
Mortgage defaults rising
New mass layoffs every day
No one can afford a house or have kids

Feels like something big is coming 😳

[Luc @investingluc]

Suddenly, you’re 26.

Out of college now.

Got the new corporate job. Apartment in the city. Met a girl and it’s getting serious. Joined the pickleball league.

You’re happy. It’s everything you wanted, right?

The steady paycheck, your own crib, no more useless schoolwork.

But every morning lacks excitement. It’s already mundane.

40 more years of this…wake up, 9-5, gym, netflix, die?

But it’s everything that “younger you” had hoped for.

Or was it?

At 26, you feel different.

Feels like a blank canvas…on your own, no parents, no teachers, no responsibilities.

Your life is now solely based on your decisions. All on you, kid.

My advice is to play big…and play big right f*cking now.

Because next thing you know, you’re 45. In the same city, same job, same bars…thinking “if only I would’ve”.

So pick up the canvas and picasso that sh*t right now.

[Tsuki @jamieuk07]

thanks trump, thanks bigtime

[JD Vance @JDVance]

Say a prayer for Charlie Kirk, a genuinely good guy and a young father.

[Tsuki @jamieuk07]

@Hunter_Lott_ @KobeissiLetter For some reason?… the FED should react and give a rate cut.!

[Arsenal @Arsenal]

Our Gunners are back ✊

Question of the Day returns for the new season 👇

[The Kobeissi Letter @KobeissiLetter]

Today's Iranian attack on US bases was a literal copy of their response in 2020:

In 2020, after the US killed Iranian General Soleimani, Iran launched missiles at US bases in Iraq.

Before the missiles were launched, Iran pre-warned Iraq to avoid casualties.

No US troops were killed, it was symbolic, and de-escalation followed.

Today, Iran pre-warned Qatar and Trump of their attack on US military basis and no casualties were reported.

It was symbolic, as Iran used the same number as bombs used by the US on Iranian nuclear sites.

And, now President Trump is calling on both Iran and Israel for peace.

The market knew this was coming 7+ days ago.

[Tsuki @jamieuk07]

@realMeetKevin @grok who’s trump referring to?

[Tsuki @jamieuk07]

@PJtrades_NQ @faststocknewss Came here to say this! We really going to trust a credit rating agency… although I do believe the economy is in some serious trouble.

[Arsenal @Arsenal]

After 101 days away, Bukayo Saka returns…

↩️ Nwaneri
🔛 Saka

[Florian Witulski @vaitor]

Earthquake sum up 3pm (Mynamar/Thailand)
- 7.7 quake hit near Mandalay/Myanmar
- Hundreds of homes collapsed (various Myanmar cities)
- Strong shocks in Thailand + multiple building collapse in Bangkok
- USGS predicts thousands of people dead

(Bangkok clips from social media:)

[AshutoshShrivastava @ai_for_success]

AI is out of control 😂�

[Tsuki @jamieuk07]

not being able to accept a loss before i get margin called is really my biggest flaw - am sitting here about to blow account again because i hit buy rather than sell, to then double down on the buy side just to try and not post another red..

[Andrew Tate @Cobratate]

A simple and effective way to get the best and brightest of the world to immigrate to America and replace the scumbags.

[Tsuki @jamieuk07]

"Every day is a battle. You have to kill the enemy" - Dick. Fuld