Vexus

Everything’s a bell curve and unless you’re retarded smart or retard dumb, you’re not making money.

[Vexus @VexusCapital]

@JC_ParetsX Ferrari shorts

[Vexus @VexusCapital]

@LogicalThesis Ate a 25% downturn before being revived by the Nasdaq lol

[Vexus @VexusCapital]

$CRWD proving to people once again that a multi-billion $ company with complete market entrenchment Doesnt just get upended by a think tank. They got a stamp of approval from 1 of maybe 3 companies in the world that can push this kind of boundary, like super man joining your team

[J.C. Parets @JC_ParetsX]

Sometimes I wonder if it really is just that simple.

[Vexus @VexusCapital]

@Baup0stGOAT @AltaFoxCapital Stocks been a mess for years. Management cant pick a lane for service offerings. Highly exposed to global economic travel and very reactive to a (more than ever) volatile dollar strength. Company continues to by heavy asset low necessity ATMs as well.

[Vexus @VexusCapital]

Love all the fund managers basically just admitting they they got whacked the past 2 quarters. Your job isn’t to gain more than the market, its curate a downside hedged portfolio that defends you against uncertainty. If you cant do that for your LP’s…quit

[Vexus @VexusCapital]

@JonahLupton Why so many holdings?

[Vexus @VexusCapital]

Mystery chart: large cap,HALO name, that has continued pressures economically,but is simply the best at what they do. Company is up 30%+ YTD and I bet you non of your peers have blinked at rotating into them when tech was slowing down.

Legacy company in age and is still NASDAQ.

[Vexus @VexusCapital]

@Arteymas_

[Vexus @VexusCapital]

@JonahLupton Agreed. I’ve been in out of the stock for nearly 4 years now. When they came out it was one of the clearest examples of how these ex-global guys make short funds.

[Vexus @VexusCapital]

@mxgnumx @DaMayor_4TF Not a thing anymore…

[Vexus @VexusCapital]

“Bubbles aren’t stupid idea over valued…they’re fantastic ideas over valued” - Jeremy Grantham

Im not calling gold a bubble, but this is extraordinarily abnormal. Interesting timing too. Thoughts?

[Vexus @VexusCapital]

@risk_respector @JerryCap Actually not the problem, I was in this field. Those “laborers” you’re talking about actually create very sub par work, but contractors dont want to pay for ~experienced~ US workers. So it comes back to cost/inflation. The carpenter cant live comfortably in US so there are none.

[Vexus @VexusCapital]

@TangoJazz99 @TheNarrenschiff @rabois @_typoh_ Right…because shitcos never 10x and completely separate from intrinsic value…

[Vexus @VexusCapital]

@VictorH12581 @TheShortBear Best bull market signal i’ve ever seen watching single stock/personal capital only investors dropping their robinhood YTD screenshots in a chat like they’re gods - have everyone post the same snip of their portfolio in 2 years…

[Vexus @VexusCapital]

@allstarcharts Tell me why i read all your tweets the exact way you speak lol

[Vexus @VexusCapital]

@allstarcharts Napco Security

[Vexus @VexusCapital]

@hammeredcapital You’re just wrong

[Vexus @VexusCapital]

@JerryCap Lmao good luck