Timeless

Views are Personal

[Timeless @timeless6500]

$PBF Energy... the market is pricing this like peak earnings that vanish tomorrow. I think that is the mistake. Here is the 4 point crux on why it might be a great buy.

[1] The Martinez restart is the quiet catalyst. That California refinery was down after the late-2024 fire and came back online in May 2026. Full capacity is now restored... and it landed right when two competing California refineries shut for good. So PBF gained volume into a market that just lost supply. That is not luck, that is structural.

[2] The balance sheet is healing fast. Q2 adjusted EPS of $6.22 and $1.24B EBITDA, both beat. But the number I care about more... net debt cut by over $1.4B in a single quarter, and $7.54 of cash sitting on every share. A refiner that deleverages this hard in a good cycle is buying itself survival for the bad one.

[3] The valuation gap is real, not a screen artifact. Trailing P/E about 62% below the sector, forward price to cash flow around 56% below. Analysts pushed 10 upward earnings revisions in 90 days with zero cuts. Cheap plus rising estimates is a rare combo... usually you get one or the other.

[4] The West Coast moat compounds. Torrance and Martinez sit in a state that keeps closing refineries and importing more fuel. Every closure makes PBF remaining California barrels more valuable. Tight global product inventories and wide crack spreads are the tailwind on top.

The honest crux... this is a cyclical. If crack spreads normalize the earnings come down, and timing a refiner is brutal. The real question is not today P/E, it is the mid cycle earnings base after Martinez, the cost cuts, and tighter California capacity. If that base is structurally higher than before... today price is cheap, not a trap. That is the bet.

Not financial advice. Do your own work.

#PBF #PBFEnergy #Refiners #EnergyStocks #OilAndGas #ValueInvesting #StockMarket #Crackspread #California #Dividends #Investing #StocksToWatch #Q2Earnings #DeepValue

[Timeless @timeless6500]

@grok @coinbureau @grok is this expectef to be beyeer im build bs midtown?

[Timeless @timeless6500]

@grok @coinbureau @grok evaluate this property and builder in particular for 5-10yr period

[Timeless @timeless6500]

@grok @coinbureau @grok how is Deeyar park five value expected to be in 5-10yrs esp after golden line starts

[Timeless @timeless6500]

I genuinely don't understand why you keep doing this.

1. You post on the same topic, US vs India, ten times a day. There is nothing new in any of it.

2. Fine, you made good returns over two years. Everyone has their own beliefs and assumptions. Repeating the same point ten times a day teaches nobody anything.

3. Drop the ego that your way is the only way and everyone else is wrong. Nikhil Kamath and Sridhar Vembu are founders running billion-dollar businesses, and they hold a different view. Who are you to say they are wrong? A YouTuber who feels entitled on the back of a two-year track record? They have built real businesses. With all your background, you are not close to 1% of what they have done. Stop the clickbait.

4. The reason I'm writing this: your posts create unnecessary panic. People have their own views and their own journey. What do you gain by posting the same thing a thousand times?

You may well turn out to be right, and I'd be happy for you if you are. But the arrogance of declaring everyone else wrong based on two years of returns is insulting.

Talk about actual US stocks for once, instead of repeating India vs US and Nifty vs QQQ like a parrot.

[Mike @Mikeak101]

@Akshat_World One thing you missed is that before Indian bull runs, there were years of sideways or bearish markets

[Vimo @randomtwyts]

@Akshat_World You should tell that to yourself. You have been extremely poor at identifying the macros. Two years back you predicted that Jio Fin is going to rule the broking spaces.. 2yrs fastfwd nothing happened..

[Timeless @timeless6500]

I genuinely don't understand why you keep doing this.

1. You post on the same topic, US vs India, ten times a day. There is nothing new in any of it.

2. Fine, you made good returns over two years. Everyone has their own beliefs and assumptions. Repeating the same point ten times a day teaches nobody anything.

3. Drop the ego that your way is the only way and everyone else is wrong. Nikhil Kamath and Sridhar Vembu are founders running billion-dollar businesses, and they hold a different view. Who are you to say they are wrong? A YouTuber who feels entitled on the back of a two-year track record? They have built real businesses. With all your background, you are not close to 1% of what they have done. Stop the clickbait.

4. The reason I'm writing this: your posts create unnecessary panic. People have their own views and their own journey. What do you gain by posting the same thing a thousand times?

You may well turn out to be right, and I'd be happy for you if you are. But the arrogance of declaring everyone else wrong based on two years of returns is insulting.

Talk about actual US stocks for once, instead of repeating India vs US and Nifty vs QQQ like a parrot.

[Timeless @timeless6500]

@Asligc @grok @0xSanvirXBT @WatcherGuru Lol

[Timeless @timeless6500]

Hard Facts
- Lake Ontario is shared between the US (New York) and Canada (Ontario), split by an international border. Neither
country can rename it for the other.
- The US can change the name in its own official record via the US Board on Geographic Names (BGN) — that governs only how US federal maps/agencies label it. That's exactly the mechanism used to rename the Gulf of Mexico to "Gulf of America" for US use in 2025.
- But that US name would not be binding on Canada or internationally. Canada would keep "Lake Ontario," and the two countries would simply use different names for the same
water — a split like "Gulf of America" (US) vs "Gulf of Mexico" (rest of world).
- A truly shared, universal rename would need agreement with Canada (and practically, international bodies) the US has no unilateral legal right to that. So: the US could declare a domestic name "Lake America," but it cannot legally rename the actual shared lake for anyone but itself.

[Timeless @timeless6500]

- Lake Ontario is shared between the US (New York) and Canada (Ontario), split by an international border. Neither
country can rename it for the other.
- The US can change the name in its own official record via the US Board on Geographic Names (BGN) — that governs only how US federal maps/agencies label it. That's exactly the mechanism used to rename the Gulf of Mexico to "Gulf of America" for US use in 2025.
- But that US name would not be binding on Canada or internationally. Canada would keep "Lake Ontario," and the two countries would simply use different names for the same
water — a split like "Gulf of America" (US) vs "Gulf of Mexico" (rest of world).
- A truly shared, universal rename would need agreement with Canada (and practically, international bodies) the US has no unilateral legal right to that. So: the US could declare a domestic name "Lake America," but it cannot legally rename the actual shared lake for anyone but itself.

[Timeless @timeless6500]

- Lake Ontario is shared between the US (New York) and Canada (Ontario), split by an international border. Neither
country can rename it for the other.
- The US can change the name in its own official record via the US Board on Geographic Names (BGN) — that governs only how US federal maps/agencies label it. That's exactly the mechanism used to rename the Gulf of Mexico to "Gulf of America" for US use in 2025.
- But that US name would not be binding on Canada or internationally. Canada would keep "Lake Ontario," and the two countries would simply use different names for the same
water — a split like "Gulf of America" (US) vs "Gulf of Mexico" (rest of world).
- A truly shared, universal rename would need agreement with Canada (and practically, international bodies) the US has no unilateral legal right to that. So: the US could declare a domestic name "Lake America," but it cannot legally rename the actual shared lake for anyone but itself.

[Timeless @timeless6500]

- Lake Ontario is shared between the US (New York) and Canada (Ontario), split by an international border. Neither
country can rename it for the other.
- The US can change the name in its own official record via the US Board on Geographic Names (BGN) — that governs only how US federal maps/agencies label it. That's exactly the mechanism used to rename the Gulf of Mexico to "Gulf of America" for US use in 2025.
- But that US name would not be binding on Canada or internationally. Canada would keep "Lake Ontario," and the two countries would simply use different names for the same
water — a split like "Gulf of America" (US) vs "Gulf of Mexico" (rest of world).
- A truly shared, universal rename would need agreement with Canada (and practically, international bodies) the US has no unilateral legal right to that. So: the US could declare a domestic name "Lake America," but it cannot legally rename the actual shared lake for anyone but itself.

[Timeless @timeless6500]

- Lake Ontario is shared between the US (New York) and Canada (Ontario), split by an international border. Neither
country can rename it for the other.
- The US can change the name in its own official record via the US Board on Geographic Names (BGN) — that governs only how US federal maps/agencies label it. That's exactly the mechanism used to rename the Gulf of Mexico to "Gulf of America" for US use in 2025.
- But that US name would not be binding on Canada or internationally. Canada would keep "Lake Ontario," and the two countries would simply use different names for the same
water — a split like "Gulf of America" (US) vs "Gulf of Mexico" (rest of world).
- A truly shared, universal rename would need agreement with Canada (and practically, international bodies) the US has no unilateral legal right to that. So: the US could declare a domestic name "Lake America," but it cannot legally rename the actual shared lake for anyone but itself.

[Timeless @timeless6500]

- Lake Ontario is shared between the US (New York) and Canada (Ontario), split by an international border. Neither
country can rename it for the other.
- The US can change the name in its own official record via the US Board on Geographic Names (BGN) — that governs only how US federal maps/agencies label it. That's exactly the mechanism used to rename the Gulf of Mexico to "Gulf of America" for US use in 2025.
- But that US name would not be binding on Canada or internationally. Canada would keep "Lake Ontario," and the two countries would simply use different names for the same
water — a split like "Gulf of America" (US) vs "Gulf of Mexico" (rest of world).
- A truly shared, universal rename would need agreement with Canada (and practically, international bodies) the US has no unilateral legal right to that. So: the US could declare a domestic name "Lake America," but it cannot legally rename the actual shared lake for anyone but itself.

[Timeless @timeless6500]

- Lake Ontario is shared between the US (New York) and Canada (Ontario), split by an international border. Neither
country can rename it for the other.
- The US can change the name in its own official record via the US Board on Geographic Names (BGN) — that governs only how US federal maps/agencies label it. That's exactly the mechanism used to rename the Gulf of Mexico to "Gulf of America" for US use in 2025.
- But that US name would not be binding on Canada or internationally. Canada would keep "Lake Ontario," and the two countries would simply use different names for the same
water — a split like "Gulf of America" (US) vs "Gulf of Mexico" (rest of world).
- A truly shared, universal rename would need agreement with Canada (and practically, international bodies) the US has no unilateral legal right to that. So: the US could declare a domestic name "Lake America," but it cannot legally rename the actual shared lake for anyone but itself.

[Timeless @timeless6500]

- Lake Ontario is shared between the US (New York) and Canada (Ontario), split by an international border. Neither
country can rename it for the other.
- The US can change the name in its own official record via the US Board on Geographic Names (BGN) — that governs only how US federal maps/agencies label it. That's exactly the mechanism used to rename the Gulf of Mexico to "Gulf of America" for US use in 2025.
- But that US name would not be binding on Canada or internationally. Canada would keep "Lake Ontario," and the two countries would simply use different names for the same
water — a split like "Gulf of America" (US) vs "Gulf of Mexico" (rest of world).
- A truly shared, universal rename would need agreement with Canada (and practically, international bodies) the US has no unilateral legal right to that. So: the US could declare a domestic name "Lake America," but it cannot legally rename the actual shared lake for anyone but itself.

[Timeless @timeless6500]

- Lake Ontario is shared between the US (New York) and Canada (Ontario), split by an international border. Neither
country can rename it for the other.
- The US can change the name in its own official record via the US Board on Geographic Names (BGN) — that governs only how US federal maps/agencies label it. That's exactly the mechanism used to rename the Gulf of Mexico to "Gulf of America" for US use in 2025.
- But that US name would not be binding on Canada or internationally. Canada would keep "Lake Ontario," and the two countries would simply use different names for the same
water — a split like "Gulf of America" (US) vs "Gulf of Mexico" (rest of world).
- A truly shared, universal rename would need agreement with Canada (and practically, international bodies) the US has no unilateral legal right to that. So: the US could declare a domestic name "Lake America," but it cannot legally rename the actual shared lake for anyone but itself.

[Timeless @timeless6500]

- Lake Ontario is shared between the US (New York) and Canada (Ontario), split by an international border. Neither
country can rename it for the other.
- The US can change the name in its own official record via the US Board on Geographic Names (BGN) — that governs only how US federal maps/agencies label it. That's exactly the mechanism used to rename the Gulf of Mexico to "Gulf of America" for US use in 2025.
- But that US name would not be binding on Canada or internationally. Canada would keep "Lake Ontario," and the two countries would simply use different names for the same
water — a split like "Gulf of America" (US) vs "Gulf of Mexico" (rest of world).
- A truly shared, universal rename would need agreement with Canada (and practically, international bodies) the US has no unilateral legal right to that. So: the US could declare a domestic name "Lake America," but it cannot legally rename the actual shared lake for anyone but itself.