My portfolio:
$V 13%
$MA 12%
$APP 16%
$JPM 8%
$TMO 13%
$MCO 8%
$CME 10%
$HHH 6%
$LMAT 5%
$MSCI 7%
$FNMA 2%
If you know how to deliver a good straight insult or have a constructive comment, you are welcome to add below...
@joecarlsonshow ok Joseph, we understand that Meta moved your portfolio from the level - 1% YTD, we understand that you are happy, I sincerely congratulate you, but chill out, this is your 6th posts about Meta in the last 24 hours
@i_Drohi@JaradCapital I am a value investor and I invest in niche monopolies, but such companies are expensive 90% of the time. The opportunity to buy best business is when panic sets in among lazy people. If you know the company and the management, you don't panic because youβve done your homework.
@i_Drohi@JaradCapital people think that earning OPEN is real, that the FCF of Booking and MELI is 100% theirs. the market is full of idiots who want to be smart, if you read the nonsense written throughout history it seems worrying and not funny.
@i_Drohi@JaradCapital I have six companies in my portfolio and read every comment about my company on Twitter; believe me, 90% of people don't know how APP accounting works. Last quarter, Uber was forced to change its accounting methods in the UK, and it sold off due to lower revenue. People are lazy.
@i_Drohi@JaradCapital I don't need a job on Wall Street, I don't need to be politically correct. I've been reading for months that AppLovin has the highest margins, in 10K item 7 it is explained why AppLovin has "such high margins", but that's a maximum of 5 pages that someone should read.
@democratsa91284@theallinpod you know that they can sue you for destroying credibility, because of your stupid statements without proof? Btw your mother terrorized me all night last night, she broke my bed.
@i_Drohi@JaradCapital For people with an IQ over 85, I gave a good enough hint on where to start their research. Sorry, but I read that the wrong genetic combination might be the reason for such a low IQ. It's not necessarily your fault.