The Graham Compendium

A manual for the mispriced and misunderstood

[The Graham Compendium @thegrahamcomp]

Price to FCF ratio.

Would you buy this?

Best of the best. Impeccable management. Record FCF. Falling P/E. Their product is up 33% YoY.

Market is pricing it like the bull died.

A crown jewel in the clearance aisle.

$AEM $AEM.TO #Gold #grahamcomp

[The Graham Compendium @thegrahamcomp]

Options have this irritating habit of demanding you be right about time.

Thesis right someday ≠ trade right today.

Pesky little bastards. #Options

[Nav Toor @heynavtoor]

THIS WEBSITE LETS YOU SIT IN THE WINDOW SEAT OF ANY PLANE FLYING OVER YOUR HOUSE RIGHT NOW.

no download. no app. no account.

you open the tab and you are in the sky.

it's called Stowaway. https://t.co/WFCxwmTfQi.

it finds your location. pulls every plane and satellite passing over you right now. click one. hit "Stow away" and you are in the window seat. real terrain. real weather. real light for this exact minute.

the guy who made it, jheising, said on Hacker News he built it because as a kid he would watch planes cross the evening sky and try to imagine what the world looked like from up there. Stowaway is that, without the airport.

441 points on Hacker News. people are not bookmarking it. they are flying in it.

just a website that lets a normal person see Earth from a stranger's window seat for a few minutes.

we built the internet and somehow one of the best things on it right now is still:

open tab.
sit in a stranger's plane.
watch the sunset from 35,000 feet.

[The Graham Compendium @thegrahamcomp]

@MarioNawfal Love his response "Whooooh!" 🤣

[The Graham Compendium @thegrahamcomp]

Clear. Spare. Always a story. ✨

https://t.co/QaOMNAd43E

[The Graham Compendium @thegrahamcomp]

Stocks get the attention. Bonds set the price.

@DylanRatigan explains why.

[The Graham Compendium @thegrahamcomp]

https://t.co/GYJmzBVQIj

Great channel for stock-pitch decoding.
#zeroBS

[The Graham Compendium @thegrahamcomp]

Excellent review of $ASML by Dylan Rieger

Summary: huge moat; China risk. Great company, wrong price.

[The Graham Compendium @thegrahamcomp]

@OnDisasters Yowzers!

In the first pass, A/C had to pull up sloooowly so as not to drag the tail!

#Wild

[Rick Rule @RealRickRule]

the golden constant

[The Graham Compendium @thegrahamcomp]

Canadians: $SRGE.V just added crypto-backed lending to Netcoins.

Sell your bitcoin:native? Or borrow against it. Small product launch, big implications.

#CryptoLending #Fintech

[The Graham Compendium @thegrahamcomp]

Price does not follow narrative

Narrative follows price.

[The Graham Compendium @thegrahamcomp]

@RealRickRule Pithy and insightful as always sir!

I bet you were kinda scary to pitch to in your credit analyst days 😆

[The Graham Compendium @thegrahamcomp]

Hot stock tips!

Fast. Efficient.

At destroying your cash

#unlikely #grahamcomp

[The Graham Compendium @thegrahamcomp]

$BTC. It’s been a while.

[The Graham Compendium @thegrahamcomp]

How Sosnoff trades, what he watches, and why he avoids news.

https://t.co/vFViqLB80Q

#grahamcomp #Options #CanadianMarkets

[The Graham Compendium @thegrahamcomp]

Canada’s fintech darling @Wealthsimple hosted options legend @Tomunderwater yesterday.

Tom: “I’m a premium seller.” Likes derivatives because you can be wrong and still make money.

Also Tom: brokers telling you what you can and can’t trade? Ridiculous.

Also Wealthsimple: Canadian options? Nope.

The missing question: “Tom, what broker should Canadians use for Canadian options?” 🇨🇦🥶
#OutInTheCold