sharpie

is it a fat pitch?

[sharpie @sharpieinvests]

The best finance advice is free and that’s how it should be

[sharpie @sharpieinvests]

@PythiaR @shortbus_ace Ouch!

[sharpie @sharpieinvests]

@NickNemo17 $META up almost 40% in the past 3 months with multiple buying opportunities all year. That’s impressive alone. Even more impressive at its market cap

[sharpie @sharpieinvests]

>Has mispriced assets in username
>Misses the easiest mispriced asset of the year
>Calls everyone else who did find it midtwits
>And on top of all that charges people for a substack

This guy is the example of why you should NEVER pay for a substack.

[Nick Nemeth (Mispriced Assets) @NickNemo17]

I would’ve never expected $META have the past week it’s had.

Congrats Meta bulls! You’re still midwits, but you’re lucky midwits bc the core biz is threatened + off-balance hyperscaler strategy had no chance…

And all that matters is $$ and right now u got it.

I believed Mark could do no right on innovation, and I could flail skepticism and try to win intellectual points, but I’m man enough to admit that I was wrong.

@finkd @alexandr_wang

[sharpie @sharpieinvests]

@AlphaAltsFund Agreed. Zuckerberg doesn’t get the credit he deserves. $META desire to own its models enables new channels of monetization which they have been historically good at. Also gives them ability to rent out any compute which they are the only mag 7 not doing so yet

[sharpie @sharpieinvests]

Another piece of food for thought. $META has NEVER done a stock split. If we get in the 4 digits I imagine we see a split which is another bullish catalyst.

[sharpie @sharpieinvests]

$META haters in shambles love to see it. Up 38% in the past 3 months with multiple opportunities to dip buy in the 500s ALL YEAR. Keep buying mediocre companies while one of the greatest of all time continues to compound

[sharpie @sharpieinvests]

Think for yourself, do your own research and shut out the negativity

[sharpie @sharpieinvests]

$META is a screaming buy. Forward PE of ~17 in one of the best business' on the planet. There are very companies on this planet at the quality of $META. Wide moat, an original founder, settled lawsuit which like big tobacco only widens their most to potential disruptors.

[sharpie @sharpieinvests]

Your greatest asset is your mind. If you have the ability to think for yourself you will do well in life.

[sharpie @sharpieinvests]

What happened to buying great companies at fair prices? You don’t see much of that anymore. It’s just people plowing into AI slop and moonshots

[sharpie @sharpieinvests]

@orrdavid Keep charging exorbitant management fees while criticizing Buffett and $BRK.A $BRK.B

[sharpie @sharpieinvests]

There is only one man on planet earth that can save $NKE and his name is Kanye West @kanyewest

[sharpie @sharpieinvests]

When $SPCX and $TSLA merge will it be called Musk industries or X industries? I’m guessing the stock ticker would be $MUSK or $X

[sharpie @sharpieinvests]

after death one company ending up taking a piece of another. I think it’s impressive how both companies have managed to stick around for so long. And now we have Westinghouse’s nuclear IPO coming soon

[sharpie @sharpieinvests]

I’m rewatching the men who built America by the history channel and it’s wild how JP Morgan who took control of $GE from Edison had a feud with Westinghouse and forced him to hand over Teslas patents. Well $WAB bought GE transportation back in 2019. Even

[sharpie @sharpieinvests]

@joecarlsonshow You’re right Joseph. Cook did an amazing job during his tenure at Apple but there were some major mistakes. Another one was not buying Tesla from Elon (cook apparently didn’t even respond to musks email about this) and instead dumping money into the car project then scrubbing it

[sharpie @sharpieinvests]

@orrdavid $BRK.B will outperform your fund over the next 10 years

[sharpie @sharpieinvests]

A simple calculation of $BRK.B shows the sum of all its parts larger than its market cap. Easy buy

[sharpie @sharpieinvests]

I remember when the sentiment was so negative on $META here not so long back. So many people bashing Zuckerberg who is one of the greatest founders of this century. Now these same people are pushing a negative view on $BRK.B. It’s comical at this point

[sharpie @sharpieinvests]

If someone has a finance substack you must discount their opinion significantly. In fact totally disregard any opinion they have on finance as they are biased to get clicks for money. Always pay attention to incentive based behavior