moatsixcap

[moatsixcap @moatsixcap]

For all the ppl bitching about software on the way down. Buy it on the way up

[moatsixcap @moatsixcap]

Been doing this awhile. I don’t think I have seen a better run in any public asset ever , than SNDK

[moatsixcap @moatsixcap]

Feels like revenge of jensen incoming

[moatsixcap @moatsixcap]

Micron 10x book, hit twice in 90s. Looking for records now

[moatsixcap @moatsixcap]

@johnarnold @MonocleMan1 What worked for you? Been trying to rehab meniscus tear for months not getting better

[moatsixcap @moatsixcap]

last 6 months been some of the most fun in my career

[moatsixcap @moatsixcap]

@Valuation_Shop @varuninvesting Market is up 3.5x pre dividends in that time more than half of these underperformed.

[moatsixcap @moatsixcap]

Long inventory oil has become positive carry put. That shouldn’t exist

[moatsixcap @moatsixcap]

We are a buck or two away from buy the dip. These things keep gifting you chances , not even the best play but certainly the simplest.

[moatsixcap @moatsixcap]

Upgraded to table pounder

[moatsixcap @moatsixcap]

@ShaleTier7 What’s their obsession with this one? Not even mid rock..

[moatsixcap @moatsixcap]

@PaulAndreola @sidecarcap Dan Halyk. Total energy services

[moatsixcap @moatsixcap]

@bsilly3 Prefer to buy after 5yr straight line higher , not before. Thanks

[moatsixcap @moatsixcap]

@nachkari There was 10 years from 2010-2020 where I didn’t see much ink about tech supremacy , cloud in Canadian media. Starting 2020 obviously that changed (and ended it). We have another 5 years at least to go before the articles start.

[moatsixcap @moatsixcap]

@BubleQe You got me

[moatsixcap @moatsixcap]

@fahdananta You’re the second smart person I’ve seen post this nonsense today please stop being stupid. 2/3rds of MAID are terminal cancer oatients . It often takes several painful weeks or months to die in these situations and MAID is a gift. They do not give it to just anyone.

[moatsixcap @moatsixcap]

@tobi Tobi you’re intelligent . Prob best not to opine if you haven’t had a loved one use the program. Can be a major blessing and they’re very judicious offering it in hospital (despite what I agree is bizarre advertising).

[moatsixcap @moatsixcap]

@valueterminal If he’s got access to 2mm liquidity , buy a book in independent channel. Having a community is a huge advantage. Good luck to him

[moatsixcap @moatsixcap]

@valueterminal If social guy, take severance n buy a book

[moatsixcap @moatsixcap]

@nachkari Need to expand that tiny roundabout . Uber bottle neck.

[moatsixcap @moatsixcap]

@nachkari More compression more chems not more rigs … already some nice L/S opportunities in this space but it’s all retail these names are tiny