Jeremy Newell

[Jeremy Newell @jnewelldesign]

@Sandeman52 The difference is nervousness and the fact that you aren't.

[Jeremy Newell @jnewelldesign]

@ReneSellmann Thanks Rene, I really needed this today

[Jeremy Newell @jnewelldesign]

@VJNCapital Disparity

[Jeremy Newell @jnewelldesign]

@eric7411 @bkaellner Monish said that Samsung dropped prices, disturbing the balance of the oligopoly. It was a commodity cyclical and I agreed with his exit. I just had no idea the demand that AI inferencing was about to bring.

[Jeremy Newell @jnewelldesign]

@bkaellner Same here but for only a 50% gain. I was tired of watching Nvidia climb faster. I didn't understand the sea change in demand that AI inferencing would bring. I didn't take the time to wrap my head around the paradigm change.

[Jeremy Newell @jnewelldesign]

@ReneSellmann 💯 He is right up there

[Jeremy Newell @jnewelldesign]

@scottastevenson It took me 5 months of owning $ABNB to realize this before exiting. The majority of AirBNB's I've stayed at recently are tired and run down. The value proposition isn't what it used to be. And new listings seem to be purpose built to low standards. I'm back to hotels.

[Jeremy Newell @jnewelldesign]

@DeepValueBagger 💯 well said

[Jeremy Newell @jnewelldesign]

@ReneSellmann I've given up on China. As quickly as the wind changes direction in the U.S., China is even worse. At the moment I am 60/20/10/10 ( Canada / U.S. / U.K. / LATAM )

[Jeremy Newell @jnewelldesign]

@varuninvesting I often find myself being reminded that I'm not the expert in other people's businesses, they are. Trust is everything.

[Jeremy Newell @jnewelldesign]

@DrewCohenMoney I subbed the first week of Feb as I completed my saasmagedon $CSU / $TOI thesis. Your channel is definitely in the top 3 out of 40 channels I follow for the quality of content and your professional yet natural way of speaking. It might be #1.

[Jeremy Newell @jnewelldesign]

@DeepValueBagger Hey, I've been following for a while now and like how you frequently mention quality. May I ask what key metrics have helped you to identify quality? If you've posted this before please forgive me.

[Jeremy Newell @jnewelldesign]

@DrewCohenMoney "Don't confuse me with the facts"

[Jeremy Newell @jnewelldesign]

@dcurras1 If I hadn't already backed up the truck at 2300

[Jeremy Newell @jnewelldesign]

@DrewCohenMoney And who is closer to the customer to know the customer's pain points than $CSU?

[Jeremy Newell @jnewelldesign]

@ReneSellmann I love the robustness ratio

[Jeremy Newell @jnewelldesign]

@bkaellner "Take me to A-A, Airlines Anonymous"

[Jeremy Newell @jnewelldesign]

@Sandeman52 @OInvests Same here. When I shared my moves in the past mine has always wanted to pull everything out and put it in a house.

[Jeremy Newell @jnewelldesign]

@Sandeman52 If Yoda tells her there is a good chance she gets stars in her eyes and starts finding all the ways they should spend it because she doesn't understand the power of compounding and the need to keep it fully invested.

My wife constantly wants to interrupt the power of compounding

[Jeremy Newell @jnewelldesign]

@ReneSellmann After good news $WISE often looks like a slowly deflating tire. It's a bizarre chart. I'm holding.