permastonks

retired portfolio manager/ advisor. $csu and chill

[permastonks @permastonks]

@RyshabTalks Saul did though.

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@TheReal_BCM @MikeyMoods @GrindeOptions Yeah most are doing just fine.

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@NotA_Bull @FindleysFinance What a dumb comment. This is entirely wrong

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@DoeDoe1480871 @Cappy_Nate Its net lol

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@Create_Profit Entitled children

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@FreightAlley lol no he’s not. And he’s also recovering 3 yrs of losses

[permastonks @permastonks]

@FreightAlley Trucks

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@PythiaR 100%

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@BradoCapital Still down significantly from 2020-2024 though

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@ltmleverage Huh?

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@BondKingJanusH1 Hurdle rates are still higher than the irr from a buyback at current fcf yield even with a 15% growth rate. So they’re still better off investing in private companies atm. Buyback doesn’t make as much sense yet.

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@unusual_whales He doesn’t know Canada paid for almost all of the costs???!?

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@varunv_malhotra @MoS_Investing This is part of the debate and a risk. The thing is vms an $csu have a lower reliance on seat based revenue unlike horizontal software. 20-40% and most comes from maintence contracts. As well this was a story on capital allocation. They can pivot.

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@GarpandChill Agreed or at least 50%

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I’ve owned $nvda for years. It’s trading for approx. 20x ntm p/e. Down 20% from its peak and being handed maybe trillions in capex.

Am I retarded? This was supposed to hedge vms $csu along with $rddt $iren $nbis $app etc. market is humbling.

[permastonks @permastonks]

This is almost worst than the draw down in 2022

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So the king of ai suggesting the market is being irrational about the demise of software. $csu $toi.v $now $crm

[Shay Boloor @StockSavvyShay]

$NVDA CEO Jensen Huang said the market is wrong to think AI will replace software companies.

He called the market’s fear of software displacement “illogical” and said time will prove the thesis wrong.

[permastonks @permastonks]

@itsDanielWu @PythiaR Possibly the dumbest take I’ve seen in awhile

[permastonks @permastonks]

Just joined one of the largest commercial banks in Canada. First week in and working on financing a a SAAS deal, valued on MRR ie P/S for nyc transit. I don’t get why NYC doesn’t just use ai and vibe code this as saas is dead.

$csu is a buy.