InvestPawn

Pawn turned king in markets. Hunting multi-baggers in stocks and crypto. Macro insights, AI disruption, & value trades. Join the board! ♟️

[InvestPawn @thepawntrooper]

@BitcoinIntelX DONE

[InvestPawn @thepawntrooper]

@TravisHoium Calling $NBIS debt "crazy" misunderstand basic GAAP. The "increasing principal" is just non-cash discount accretion. Dilution is capped <9%. Plus, 50-60% of CapEx is self-financed via customer prepayments. This is brilliant financing, not toxic…

[InvestPawn @thepawntrooper]

@brivael Tellement vrai. Et d’une certaine manière on le mérite puisque notre système de « recrutement » est mauvais. A l’inverse de la majorité bien pensante…je suis pour des salaires bien plus élevés, afin de concurrencer le privé, indexé en partie à des targets et KPIs pour la perf

[InvestPawn @thepawntrooper]

@HadrienJacquot @LysandreBL Je ne suis pas d’accord. Tu as raison à performance équivalente. Mais il faut une sur-performance limitée au final pour atteindre un Net final équivalent. Du coup, mon KPI principal reste la performance.

[InvestPawn @thepawntrooper]

@BapVirt @LysandreBL Les % représentent la distribution du portefeuille SCPI (donc 100% au total).
Le changement étant que je ne pouvais plus en acheter.

[InvestPawn @thepawntrooper]

@BapVirt @LysandreBL Exact

[InvestPawn @thepawntrooper]

@TheProfInvestor That was a good one 😉 Should have remembered to check my bookmarks! Now let see if we resume the trend up or if we do go down to 555$ which means 25% in line with previous tops

[Lee Roach @leevalueroach]

I have read approximately 3,000 10-Ks in my life. I have read my wife’s emotional state correctly maybe 11 times. This is troubling because the skills should transfer. Both require you to look past the headline. Both require you to read the footnotes. Both require you to notice what was said last quarter that is not being said this quarter.

I can spot a goodwill impairment from 40 pages away. I cannot spot that my wife has been quietly furious since Tuesday. In a 10-K I notice when management changes the word “challenging” to “dynamic” and I correctly interpret this as a warning. In my marriage my wife changed the word “fine” to “fine.” and I did not notice the period. The period was the entire disclosure.

I missed it. I read a footnote last week in a packaging company’s annual report that disclosed a related-party transaction worth $400,000 and I caught it in 90 seconds. My wife told me three times this month that she was tired and I interpreted this as “tired” when in fact it was a Level 3 disclosure requiring immediate management response. I have a system for 10-Ks. I read the MD&A first, then the risk factors, then the cash flow statement, then the notes. I have no system for my wife. She is a company that does not file. She reports continuously and without warning and the format changes every quarter. Her risk factors are not enumerated.

Her MD&A is delivered through sighs of varying length and I have not yet developed the ear. Last week she said “do whatever you want” and I did whatever I wanted and it turns out the correct interpretation of “do whatever you want” was “do not do that specific thing” and I have no idea how I was supposed to know that, and yet, looking back, the signals were all there. The signals are always there. I have been trained to find signals. I find them in companies I will never meet. I miss them in the person I have lived with for nine years. My wife has started saying things like “you would notice this if I were a stock” and she is correct. She is correct. If she had a ticker I would have already built a 6,000-word model on her. I would know her seasonality.

I would know her capex cycle. I would know which quarters historically run hot. Instead I treat her like a private company and I am surprised every time the auditors arrive. I am going to bed now. She said good night in a tone. I do not know what the tone meant. I will find out in the morning. Or I will not. The 10-K of my marriage is filed in real time and I am, as always, three quarters behind.

[InvestPawn @thepawntrooper]

@JulienTechInvst « C’est pas un jouet temu » 😂
Pas mal!
Je ne suis pas assez connaisseur pour donner un avis réfléchit. Seulement que les chinois sont des experts en retro-engineering. Mais j’ai bien conscience qu’on parle d’un des produits les plus poussés technologiquement au monde…

[Mossad Commentary @MOSSADil]

🚨 FRANCE’S “ARMS EMBARGO” ON ISRAEL IS PURE POLITICAL THEATER

French Prime Minister Sébastien Lecornu just said the quiet part out loud:

France does not sell weapons to Israel.

None.

So when politicians in Paris talk about an “arms embargo” on Israel, what exactly are they embargoing?

It is like a vegetarian announcing he will no longer buy Israeli steak.

Israel does not buy French weapons because Israel does not need French weapons. Lecornu even admitted why: Israel is one of the French defense industry’s biggest competitors.

The only French components he acknowledged are for Israeli air-defense systems tied to Iron Dome.

Why?

Because Iron Dome protects civilians.

So the “embargo” talk is not policy.

It is performance.

Boost the algorithm: Bookmark, Share, Reply, Repost, Like and Follow @Mossadil.

[amit @amitisinvesting]

Introducing CaktusJxck – a curated feed of second-by-second updates around the markets, 24/7.

Caktus is a human being, not an AI bot, who was watching my market open/close streams for the past 2 years. Over the course of a few months, he started posting headlines in my chat, and I started literally relying on his comments to run my stream.

Late last year, I decided to formalize the relationship and began paying him to create a curated feed for me.

It became the single biggest contributor to my ability to not only understand the market, but many times also trade on the news given how strong his curation and speed was. Throughout the day, even when I am not live, I am using this feed more than anything else to get news about the markets.

If you care about keeping up with stocks, you should join this.

I cannot stress how incredible he is at curation, which is the hardest part about a newsfeed, most feeds just spam useless headlines that really don’t provide anything relevant whereas Caktus actually finds the best articles, X posts, videos, etc. and does them in a SECOND-BY-SECOND timeline that is relevant to the moment. He is NOT an AI bot and he is working literally 12-hours a day just doing this. He’s taken one day off for me in the past 8 months of working together.

Now, one thing about Caktus is he’s had a tough few years. Testicular cancer, stomach cancer, thyroid issues, lost his job due to a hand trimmer and his spine is thinning as well. I say all this to say, he has found real purpose and joy in doing what he does for me and I had the idea to open-source this to all of retail because I really do think it is the best alternative to a Terminal newsfeed that most people can’t pay $25K a year for. He prides himself on being the quickest, most accurate, and most diverse quality with relevant news.

The cost? Completely free.

No strings attached. No upsells. No surprise offer. It is 100% completely free and always will be.

However, if you’d like to support the project, you can contribute $5/month. For $60/year, I think you will find the feed more valuable than you can imagine, but it is free for anyone to join.

Link below, we are currently using a WhatsApp Channel to syndicate, if there is demand for telegram we will add that to the mix but for now WhatsApp is the core distribution for the feed.

Join and give it a spin for a few days – looking forward to any feedback!

[The Factor Report @PeterLBrandt]

I think this is an absolutely brilliant framing of cycles

[Anp🅰️nman @spacanpanman]

$ASTS: Potential roadmap to hit new all-time highs well above $130 in the next 2-3 months

April
✅FCC Approval for Full US SCS Commercial Service w/ 248 Satellite Constellation
✅$45M Verizon Pre-payment Unlocked

May
✅1st Batch Delivery BB8-10
✅Golden Dome / SDA Award(s)
✅FirstNet Investment and Definitive Commercial
Agreement
✅2nd Batch Delivery BB11-13

June
✅SpaceX Falcon-9 Launch 1st Batch
✅SpaceX IPO
✅3rd Batch Delivery BB14-16
✅SpaceX Falcon-9 Launch 2nd Batch
✅FCC Approval of Ligado Modification Application

[InvestPawn @thepawntrooper]

@k2__investment @DavidPHerrick True. But ASTS selects its suppliers. You cant say it’s not a failure because it originates in a subcontracted scope. ASTS tech works but they failed today. However it’s a know risk so I don’t see any reason to over-react. That being said, the concentration of risk is now higher

[InvestPawn @thepawntrooper]

@JOBhakdi Let’s put it differently: if someone comes with a knife to kill you, if you only resist by kissing him…you die. You therefore need to show strength to defeat eveil, while staying true to your values (e.g do not hate in return, do not seek vengeance).

[InvestPawn @thepawntrooper]

@JOBhakdi You talk about killing innocent ? What about Israeli who only ask to live normally but face hate like no other. Do you know what it’s like to be the size of NJ and have countries trying to annihilate you. Maybe Jewish history taught us to not follow your path…it brings death

[InvestPawn @thepawntrooper]

@JOBhakdi I have the impression to live in another dimension since Oct 7th. What will kill EU is this mentality that you should not slap the bad guy…you need to cuddle them, bring them love and biscuits, a bit of knowledge and they will become good. You disregard the reality of evil.