Teach your kids how to INVEST from an early age. WHY? Because it’s not just money that compounds over time, knowledge compounds too. Best to make those rookie mistakes early when the dollar impact is low
Worse still, only got told about 2nd cancellation after going through US preclearance so then had to go back through Canadian migration, get bags, leave international terminal, enter domestic terminal and rinse repeat!
Midnight arrival with no compensation, thanks for playing🫠
For all the (many legitimate) complaints about @Qantas, it is miles ahead of @AirCanada.
What was supposed to be a Vancouver to New York flight was cancelled 3 times and replaced with Vancouver to Montreal to Toronto to New York 🥴
@TMFScottP@mitchell_lawler@sage_simian Noone knows for sure but the market’s not going to wait and find out!
For now I think this is primarily about cosmetics (hence the chart I posted with the luxury fashion brands) but that could change as doctors become more comfortable with these drugs.
What do you think?
@TMFScottP@mitchell_lawler@sage_simian My money was on Eli Lilly (Mounjaro is their Ozempic equivalent) but sold after my co-pilot raised some valid valuation concerns. Hard to believe how well it’s done.
(Also full disclosure I own shares in ASML from that chart)
@7amahanti 100%! "The unit of competition in many other software markets is a customer. Competition tends to be binary - only one competitor wins a customer. The unit of competition in our market is a workload. To gain share inside an account, we need to win more workloads over time."