Eurostonks

Be not made a beggar by banqueting upon borrowing (Ecclesiasticus 18:33). Not investment advice.

[Eurostonks @longshortmalaka]

@AndrewRangeley @Adam_Wyden What % of his AUM is Epstein money? Is CDON still going to 1200 like he claimed in the Swedish press?

[Gregory Blotnick @gregoryblotnick]

things that are supposed to "work" in investing/trading but actually have a 0% success rate

-sotp

-buybacks

-"paying a dividend will create/expand into a new yield-oriented shareholder base"

-"how did IR sound" "how did the CFO sound" etc

-RSI

-mean-reversion of any valuation metric or multiple

-debt to GDP, entitlement spending, other doomer pitches that end with "and then the 30-year goes to 12%"

-"wait until the market realizes that the depreciable life of their office kitchen microwave is 5 years and not 6"

-NAV discount

-M&A synergies

-ERP implementations (unless ur short)

-if 2nd best player with 30% margins can get to 1st's 40% margins...catch up trade --> 50% upside. then you learn its structural

-any/all intraday trading color esp on progress of any "big client" order - if an elephant doesnt want to leave a trail, there's infinite ways to do so thru swaps/derivatives/etc. same for all "unusual options flow," if they dont want to be seen, u aint gonna see em

-"an activist could get involved here"

-"email the ceo and tell him and other insiders to buy some stock"

-"the AI overhang will lift as long as the quarter is okay"

-short squeezes

-lock-up expiration

-analyst day trade / conference day trade / investor day

-"I could see PE getting interested here around 5x EBITDA"

-variant view on FX for the qtr

-shorting Deere

[Eurostonks @longshortmalaka]

@evfcfaddict Source?

[Eurostonks @longshortmalaka]

@jukan05 The data is mostly coming from $LSEG

[Eurostonks @longshortmalaka]

@UncleAlpha007 This company has squandered every opportunity over the last 5+ years so I’m not holding my breath

[Eurostonks @longshortmalaka]

@atelicinvest ERP migration shorts

[Eurostonks @longshortmalaka]

@bookdepth @fute_nukem Allocators have never replicated anything cheaply and they also don't really care about alpha if the "beta" returns they are getting are 3-4x higher than QQQ. Idio only matters inside podshops. No one cares about Chris Hohn or Bill Ackman's factor risk.

[Eurostonks @longshortmalaka]

@BoringBiz_ Excellent rage bait

[Eurostonks @longshortmalaka]

@TheShortBear Tiger cubs have never put up numbers like this

[Eurostonks @longshortmalaka]

@abdullaefakhro Hey Abdulla any thoughts on the company today?

[Eurostonks @longshortmalaka]

@obsidiancap1 If you have to mandate it your team is ngmi

[Eurostonks @longshortmalaka]

@ACapitalLP $DHER/$TALABAT

[Eurostonks @longshortmalaka]

@CasinoCapital The UK mindset is to obsess over getting on the property ladder (and underperform inflation) and completely disregard the most straightforward way of wealth building

[Eurostonks @longshortmalaka]

@MichaelCGlasper There was absolutely no need for detailed research to predict that outcome and the trade was far from a monster success. Anyone with half a brain and a simple UK trading account (like Hargreaves) could have replicated it.

[Eurostonks @longshortmalaka]

@that_stocks_guy Have you considered investing in a good company instead that generates shareholder returns that allow you to eat anywhere?

[Eurostonks @longshortmalaka]

@shaqer23 @ACapitalLP PMs dumping it before it gets completely illiquid?

[Eurostonks @longshortmalaka]

@CasinoCapital Moral of the story is to avoid UK consumer stocks like the plague

[Eurostonks @longshortmalaka]

@evantindell @Adam_Wyden can we get an update on this? Will you roll the $RICK bailout into $CDON? 46x upside based on what you told Swedish retail investors! If you liked it at 1000 SEK you must LOVE it at 65 🤡

[Eurostonks @longshortmalaka]

@SvenNordenstam Elite reporting

[Eurostonks @longshortmalaka]

@HarryStebbings Incredibly cool 🤡