Vin

TickerTrends Analyst @tickerplus — / “Men who can both be right and sit tight are uncommon.” - Reminiscences of a Stock Operator

[Ian Cassel @iancassel]

This is good

[Dani @trades_lakes]

I don't post much here but I spent years keeping a trading journal, not the kind with entry prices and stop losses, but the kind where you write things down at 2am after a bad week. Now I put it together for boom and bust traders.

Maybe it helps someone.

https://t.co/KVHRFY8j6o

[Basis Points @basispointpod]

Josh Brown on the lost decade for the stock market:

"You could've bought the SPY in 2000 and not seen a single dollar of gain until the end of 2009. Two of the worst recessions the country has ever seen happened back to back. And during that time, I just kept buying."

[Vin @vinparcrypto]

@outsanest @GoldForecast This is true. It is an interesting case study where terminal growth CAGR in the 2030’s will actually accelerate, because that’s when 2010’s solar vintages truly hit full scale.

[Markov's Chainsaw @markovschainsaw]

@aanalystbro overlapping periods makes the stat signif invalid

implicitly assumes p/e is comparable across time. imo this is not true. structural changes (eg higher roe, different risk free rate) WILL be the true drivers of returns

in essence you're making a (bad) stationarity assumption

[Aakash Gupta @aakashgupta]

This guy dropped the coldest life advice

[Vin @vinparcrypto]

@SixSigmaCapital Did you look at $WLAC? Potentially 15x FY26E

[leki ⚔️ @mkfilko]

I have stumbled upon what I think is one of the most asymmetric opportunities for a swing/investment in awhile. The ticker is $WLAC. It is a SPAC company but it will be merging with Boost Run under the ticker symbol $BRUN. Let me explain.

[Vin @vinparcrypto]

@Gfilche https://t.co/TZ1BeXkg0S

[FutureFinance @alessandrobanca]

Grok: This report is fantastic for Comstock Metals – it confirms they are in the right place at the right time, with a market set to grow by billions and them as a zero-waste leader. $LODE 🫶🏼

https://t.co/4KMns5r7dL

[Vin @vinparcrypto]

@Gfilche You should definitely check $LODE out. It’s your kind of stock! https://t.co/WKWrIM6Zut

[Yellowbull @Yellowbull11]

For this week's Codex interview, I sat down with @CDe_Gasperis to discuss Comstock ($LODE). We covered recent developments, future potential, the various parts of the company and much more

It's available for everyone to listen to at the Codex below 🎙⤵️

https://t.co/XlJ3Cbhb5n

[Vin @vinparcrypto]

@joecarlsonshow TickerTrends has a lot of social follower data on it, why don’t you track that in a data-driven way?

[Douglas Padgett @MMTmacrotrader]

Tariffs continue to pose the greatest risk to the current cycle. Approaching $20B/month with $50B/month the goal, a massive drain of private sector wealth. If SCOTUS overturns Liberation Day all this floods back to the private sector, otherwise the cycle tops in 2026.

[Vin @vinparcrypto]

@leevalueroach Thoughts on $WW?

[Vin @vinparcrypto]

@CryptoWinnies @OddDiligence Curious if you checked on this?

[Vin @vinparcrypto]

@CapitalVennett I believe the company can call back warrants! So there is a natural cap to the value of the warrants. There may be more details in the filings though on exact values the warrants would exercise at though

[Vin @vinparcrypto]

@investor321123 Do you have an update on this?

[Vin @vinparcrypto]

@NolanAntonucci @Jason @theallinpod @alc2022 You should research this one https://t.co/pVDxVlXbw9

[Uzo @Uzocapital]

$NURS.V - context: at August order run rate & margin => over 100m revenue, over 100% growth PE: 4x. Ramping to December run rate => 1x PE. There are risks (compliance / GLP1 / dilution) but think very assymetric trade, with multi bagger potential. Reminds me of $ZOMD a year ago.

[Vin @vinparcrypto]

@UncleAlpha007 Interesting, what makes you say that? More of an accounting fraud or just management might be over promotional and it won’t translate to revenue?