Nico Granitesun

Nico is a pseudonym. Real person out on the prairie occasionally reading a public company financial statement. Interested in similar.

[Nico Granitesun @safetywire3]

Fitbit Versa 4 & Google Health app. Since the Health app, goals no longer update to the watch. Running goal won't update in the app at all. Notifications on the incorrect goals won't turn off. @googlehealth help! Tried everything Gemini suggested.

[Nico Granitesun @safetywire3]

@thingsnoticed It does look interesting right now doesn't it. Right now I'd like to understand more about how much those 600 Intuit physical stores cost, what they plan on doing with that in the future, how long those leases are, is the money for those significant. $intu

[Nico Granitesun @safetywire3]

$WMT possible iffy outlook reason. Conjecture minimal research. WMT is betting on cheap labor, internal process wise. As opposed to $AMZN opposite. If Ice deports enough people to drive cost of labor up, WMT will have increased labor costs & fewer customers. @taobanker

[Nico Granitesun @safetywire3]

@taobanker Surprised you missed it. Right in your wheelhouse. Can't give you any grief not doing my best work either. Turn it around Tao.

[Nico Granitesun @safetywire3]

@taobanker Taobanker just listened to a podcast bro saying that people who have had Covid sometimes loose their taste/interest in beverage alcohol. If true... $tap

[Nico Granitesun @safetywire3]

@taobanker I know you like their balance sheet but I still think $love heydey was sectionals with built in speakers for home theatre installations and no one watches movies together anymore so no need for it. I'm probably wrong.

[Nico Granitesun @safetywire3]

@JulianeWriter I know someone who's parent did that also. Abnormal behavior for sure. Sorry your parent did that no excuse for it.

[Nico Granitesun @safetywire3]

@dirtcheapbanks $OZK has had a high short interest by people saying their loan book is heavily tilted towards commercial construction in process loans and surely they'll have a crisis soon. The shorts have been saying that for years. I personally would place my bet with George Gleason.

[Nico Granitesun @safetywire3]

@taobanker Buying it the day before earnings was a real home run for you last year hopefully a repeat.

[Nico Granitesun @safetywire3]

One of the companies I follow, and am a customer, announced they are using AI for customer service now. Tried it out. What they really meant was they wrote a script that replies randomly "No soup for you" or "You got nothing coming" or maybe just plain "No".

[Nico Granitesun @safetywire3]

@Jacob_Naviaux That is an absolutely fantastic idea! Why didn't I think of that. Good job. Following!

[Nico Granitesun @safetywire3]

@taobanker They do look good. Somebody start an ETF for stocks that got Wegovy'd.

[Nico Granitesun @safetywire3]

@taobanker On self storage in general, gemini says boomers rent the most and stay the longest, with the rental size and duration declining with the age of the customer....

[Nico Granitesun @safetywire3]

@taobanker $UHAL as an investor the current price is compelling and they are expanding their franchise network, which has an accounting advantage for them in the current environment. As a customer, meh.

[Nico Granitesun @safetywire3]

@ALEXEIMARTOV @taobanker Riding something like that down and back up isn't really taking advantage of it, buying during the opportunity is.

[Nico Granitesun @safetywire3]

I have no understanding of $NVDA products, but I do know that big company Supply Chain Managers commonly speak of developing inhouse to replace a supplier as a negotiation tactic. Will any of these announced NVDA replacements see the light of day? Who knows.

[Nico Granitesun @safetywire3]

@taobanker Just skimmed the presentation. Offhand it looks like everything under their control improved. Operating income down due to tariff not a lot they can do about that. Good Call taobanker!

[Nico Granitesun @safetywire3]

@taobanker Agree 100% you are right on this. Having a hard time visualizing a big miss tomorrow but as you point out clearly someone with more data than I can find out here on the prairie thinks there will be.

[Nico Granitesun @safetywire3]

Amazing how $uhal can screw up such a dominant franchise. 2.99% return on equity. I stopped by a Uhaul owned location to rent a trailer, what a disaster. Waited in line for an hour and gave up. Listening to the lone clerk berate customers for an hour was crazy.