Warbler Capital

General commentary/Entertainment/Education/Journal on investing. Not financial advice

[Warbler Capital @WarblerCapital]

@GeoffWilsonWAM @X $23.98

[Warbler Capital @WarblerCapital]

@BULLReturns Interesting thought - what multiple are you putting them on in 2025? I don’t think anyone else is looking that far ahead!

[Warbler Capital @WarblerCapital]

@BLSHigh Whoa! Where did you see that?

[Warbler Capital @WarblerCapital]

@WifeyAlpha Do you use the same indicators to assess trend/momo strength across asset classes?

[Reserve Bank of Property @RBASHAGGER]

Who needs loan buffers anyway. We got a property market to pump. Lets do this.

https://t.co/64enHoZ9Yn

[Subrahmanyam KVJ @SuB8u]

Every successful manager ever 😂😂😂

[Satya Nadella @satyanadella]

ChatGPT is coming soon to the Azure OpenAI Service, which is now generally available, as we help customers apply the world’s most advanced AI models to their own business imperatives. https://t.co/kQwydRWWnZ

[Warbler Capital @WarblerCapital]

Unlikely to be super active but hope to add some value when I tweet

[Warbler Capital @WarblerCapital]

Been a lurker on here for a while - think it’s probably time to give something back and start participating. Maybe a few charts that seem important to me and some deep dives into a few of my holdings

[Warbler Capital @WarblerCapital]

@psychanon @BAYC2745 @psychanon @sales_anonymous

[Warbler Capital @WarblerCapital]

@Brett_FTXUS @psychanon @BAYC2745

[Warbler Capital @WarblerCapital]

@SPECCAPITAL I absolutely think ART is expensive vs FLN but can I ask why you’re comparing FY20 Actuals to FY21 Forecasts? Not apples to apples?

[Warbler Capital @WarblerCapital]

For those doing DD on this name - I think this interview is worth a listen.. recorded pre-IPO but holds up - https://t.co/eO0KKl3xpw

[Warbler Capital @WarblerCapital]

Missed the $PLY listing in mid-Dec but just had a dive into the prospectus and it’s an interesting business with lots of growth avenues, strong fundamentals, in a massive & fast growing industry. Things I like:

[Warbler Capital @WarblerCapital]

Wasn’t expecting news flow this quickly but I think this is pretty big - highly targeted marketing to their key demographic. Need to look past the dorky photo to see that their combined YouTube subscribers are +25m $PLY

[Joe Weisenthal @TheStalwart]

Bitcoin down 10%. Can't say I'm surprised tbh. I warned it was a bubble back in 2012.

[FactSet @FactSet]

78% of $SPX companies have beaten revenue estimates for Q4 to date, which is tied for the 2nd highest revenue beat % since FactSet began tracking this metric in 2008. https://t.co/82dOh42Iwb