Mark Colin

Christian, Fireman, Hubby, Step Dad, 35yr Investor, Athlete, Ski/Dirt/Mtn Bike. GRATEFUL Not a trader. Not an advisor. Not in marketing No newsletter No advice

[Mark Colin @uboat159]

https://t.co/or8LTykZzG

[Mark Colin @uboat159]

@YodaStockInvest Agree $MU may double but the 400-500% gains are rear view. I’d add $DLO $TMDX $MRDN $GRAB $NU $MELI to your list of great companies with SP that have not run up YET…

[Mark Colin @uboat159]

Federico Sandler, @FedexSTi Ex $MELI $NU IRO & corporate finance professional discusses what Elon Musk's company is all about. Smart guy.

[El Observador 107.9 @Observador1079]

🚀 YA SE PUEDE INVERTIR EN SPACE X DESDE ARGENTINA
Federico Sandler, profesional de las finanzas corporativas, explica de que trata la empresa de Elon Musk

🎙️ #CafeyNegocios con @mshaalo
👉 Seguilo en vivo: https://t.co/WOipG1kKMw

[Mark Colin @uboat159]

@NotA_Bull Finally picked up $TMDX - been waiting a long time. Added a new one $BWEN after reading outstanding research report @Raunav410657 & @ThematicTrader. Still adding $MRDN at these levels. Report:
https://t.co/Q8bct6J0Ud

[Mark Colin @uboat159]

The smaller off-radar companies, often pre-institution, are retails last edge to find runners BEFORE they run & before the big gains are in the rear view. @smallcapdisc

[SmallCap Discoveries @smallcapdisc]

https://t.co/CGgGrMWsOi

[Mark Colin @uboat159]

@CKCapitalxx $BWEN
$PDEX
$MRDN
https://t.co/Q8bct6J0Ud

[Mark Colin @uboat159]

@YodaStockInvest $MELI $DlO $NU

[Mark Colin @uboat159]

$RSI Rush Street was one of my last that was beat down to $3 and ran to $30 1000%. I sold too soon on way up about $12 and rolled into $MRDN but you are exactly right m, if the company is executing during that consolidation phase after the drop, it is a great time to load pre run-up! I just picked up some $TMDX I had my eye on after a nice pullback and $GRAB getting interesting.

[Mark Colin @uboat159]

Nicely done USA. Great energy! ♥️

[Front Office Sports @FOS]

The United States wins 4-1 over Paraguay—scoring the most goals ever by Team USA in a World Cup game.

[Mark Colin @uboat159]

@notlegalese @optionscjp 😝

[Finance Jack @FinanceJack44]

$NU undeniably looks cheap...

It now trades at 19x trailing earnings but is expected to grow earnings 40% next year.

$NU has been able to operate very efficient in Latin America, boasting an impressive 30% ROE and very low cost to serve each customer.

They are also looking to aggressively increase their TAM with US expansion. Which given their history of execution could realistically unlock major upside for them.

Of course as a bank it is subject to credit risk and other specific risks in LATAM, but at this price it appears to be a significantly safer bet.

[Mark Colin @uboat159]

@sidecarcap

[Sidecar Investor @sidecarcap]

The largest shift over my investment career has been the market’s ability to sniff out good business models.

Today, you have to be earlier than ever.

By the time the strength of the business shows up in the numbers, the big gains have already been made.

[Mark Colin @uboat159]

That is dependent on who you are trying to please and if your goal is to rack up followers or provide something substantial.

Are you targeting traders or investors? The average investor takes 5-7 min research prior buying a stock. But consider 95% are unsuccessful at beating the S&P. Most readers do not want to read deep dives because they are lazy - or if traders, limited on time. The good ones will invest inordinate amounts of time.

The truth is there are very few X accounts that post institutional quality research reports on X. They are widely available on most larger cap stocks and have superior information and analysis, hence why retail’s only real edge to discover value or a miss-pricing is in the thin or uncovered micro/smalls. Exactly the risky stocks that need deep research to be successful.

[Mark Colin @uboat159]

@TheBigBerbowski I’ve toured the TSMC fabs here in AZ many times and their MOAT is hard to comprehend. Love TSM. They have a monopoly on all the big chip manufacturing. Little worried Japan's WF6 supply chain got shut down from China export controls which may affect them ST.

[Mark Colin @uboat159]

Lil trivia @TheBigBerbowski - I don't own $MU, but I can tell you I am prob one of the only ones on X that knew $MU at $1 lol! In college, BSU, I hung out and waterskied w/ Ward Parkinson, one of the founders. They started $MU in the basement of some dental office in Boise. First contract was to design a 64K memory chip. If only I would have put $5 grand of my beer money in $MU in the late 80's I'd have nearly $5 million. Great lesson.

[TheBigBerbowski @TheBigBerbowski]

I raised it at $2000 last year. $MU

[Mark Colin @uboat159]

What a weekend! #WorldCup #StanleyCup #NBAPlayoffInSA

[NHL @NHL]

THE CANES ARE ONE WIN AWAY FROM THE #STANLEYCUP!!! 😱😱😱

Game 6 between the @Canes and @GoldenKnights is Sunday at 8p ET on ABC, @Sportsnet, & @TVASports!

[Mark Colin @uboat159]

@RosannaInvests Yup. @BrianFeroldi

[Mark Colin @uboat159]

@RosannaInvests "Price tells you what happened. Thesis tells you what to do" Smart girl.

[Rosanna Prestia, MBA @RosannaInvests]

“Cut your losers, let your winners run.”

Quoted everywhere. Executed wrong almost everywhere.

The error is defining losers by price.

A loser is not a position that’s down. A loser is a position that fails one question:

Would I buy this today, at this price, with fresh capital?

Down but thesis intact → it stays. A drawdown alone doesn’t make something a loser.

Green but thesis stale → it goes. Dead money is a loser wearing a flat chart.

The mirror rule for winners: weight earned by appreciation is earned. The market promoting a position up your book is confirmation, not a sell order.

Price tells you what happened. Thesis tells you what to do.

Most investors don’t underperform on picks. They underperform on this question.

[Mark Colin @uboat159]

@EhrmantrautCap_ Adding this to the list to look into... Thx

[lonecook @lonecook8]

$MRDN at $14.20 and the face meltage continues. Nothing but air overhead until $22.