Jim Kopas

Dad x4, Coach, Partner at Pring Turner, @pringturner, Investing enthusiast NOT advice,

[Jim Kopas @jimkopas]

They don’t ring a bell at the bottom…

…but they might host webinars!

#SAAS

[Sar Haribhakti @sarthakgh]

Clearest charts I have ever seen to support the SaaS is dead narrative

via @a16z

[Jim Kopas @jimkopas]

@UpslopeCapital Windex

[Jim Kopas @jimkopas]

@sidecarcap Difference is today we haven’t even seen any increase in “vacancies”. Current software customers might actually need more, not less, to stay ahead.

[Jim Kopas @jimkopas]

@EconomPic @ToddWenning @DadInvest Try this: Let the 2 kids captain a scrimmage. Line everyone up and let them pick their team. No limits on teams: if 9 kids choose one side, let it happen. Results don't lie. It’s a loud, clear message to the coach’s son about where the real leadership (and talent) sits.

[Jim Kopas @jimkopas]

@ToddWenning I’d be willing to bet it comes back into vogue one day

[Jim Kopas @jimkopas]

@hairtest420 Or we don’t score a TD like in 2006 at Arizona

[Cal Football @CalFootball]

Welcome back to Bear Territory, @coachlup

#GoBears

[Jim Kopas @jimkopas]

@Aggie_CIO Savneet mentioned hardware margins took a big hit in Q3 due to tariffs. Said it should improve a bit in Q4 and expects 26 to be more normal.

[Jim Kopas @jimkopas]

@ragingbullcap Interesting for sure. I’m just trying to wrap my head around why they are carrying so much cash.

[Jim Kopas @jimkopas]

@ragingbullcap You could also increase BTC/share by selling BTC and using proceeds to repurchase shares of the discount is wide enough.

My understanding was they want to keep the cash available in case they needed new equipment.

[Jim Kopas @jimkopas]

@BillBrewsterTBB But that's alright, cause I'm gon' ride

[Jim Kopas @jimkopas]

@UpslopeCapital It’s been historically tough skating!!!

[Turning Point Market Research @TPMRSignals]

Nearly one-third of S&P 500 Consumer Staples stocks hit a 52-week low today, even as the S&P 500 trades near a record high.

Since 1952, this has never happened.

[Nicholas Fabiano, MD @NTFabiano]

Optimism is associated with a longer life.

Stay positive.

[Jim Kopas @jimkopas]

@Suicide95518428 Thanks for sharing SB. Looks like a pretty good deal for OXY (Buffett has big ownership so there is that dynamic too) interesting to see the stock trading down on the news. Seems like a reasonable allocation move to pay down debt and restart share repurchases.

[Jim Kopas @jimkopas]

@HedgeDirty 100%

[Jim Kopas @jimkopas]

@AggieCapitalist Just order a large Farva!

[Jim Kopas @jimkopas]

@JDP223 @StocksOddball Peter Doyle

[Jim Kopas @jimkopas]

Reminder: the hardest part of investing isn’t buying right... it’s not selling your winners too soon.