alan

[alan @whitz066]

We all make mistakes in investing. Instead of blaming momentum or passive or company missteps. Sometimes it’s just better to acknowledge the mistake and lesson learned and move on. Some of the companies sold are not highest quality, prob should not hold them at 45x P/E

[alan @whitz066]

@RaleighPartners @PythiaR they are doing long term quality investing as always. Thats great. They concentrated in constellation and other software, and caught up with this software sell off. Their sell decision probably has some room to improve, American tower came in mind. hey selling is very difficult

[alan @whitz066]

Whats going on with $MSFT Microsoft -10%? People just realized it is Software?!

[alan @whitz066]

Wait, Microsoft $MSFT is the largest SaaS. Stock price seems OK, for now?

[alan @whitz066]

@PythiaR only pods could explain earnings moves these days

[alan @whitz066]

@zephyr_z9 Why would they lie? Whats the incentives?

[alan @whitz066]

Wait, Microsoft $MSFT is the largest SaaS. Stock price seems OK, for now?

[alan @whitz066]

@PythiaR pretty wild, GOOG from going out of business to integrated AI winner in just few months

[alan @whitz066]

@dylan522p The candidate is a compounder bro?

[alan @whitz066]

Oracle $ORCL basically thinks it’s Cloud OCI going to 10X in five years, at scale. Any previous examples you could think of?

[alan @whitz066]

@PythiaR Not an expert on mortgages rates. But why it has to go down? Is it possible we are in a structurally higher rates era?

[alan @whitz066]

@MattJMcClintock We need AI to be even smarter, going into each 10K and find those numbers

[alan @whitz066]

@PythiaR over the long term, prob way better

[alan @whitz066]

@PythiaR had this dynamic and narrative for 2 years

[alan @whitz066]

@ShitFund the power of distribution, what % of people do not know what fund they invested? Very high is my guess

[alan @whitz066]

@PythiaR monster. 50x hermes or 50x costco. I prob go with hermes

[alan @whitz066]

@S_curvecap remembered it was quite popular stock few years back among finX community; What's one line summary what's happening?

[alan @whitz066]

@partners_road GE on fire. how much leverage, do you know ?

[alan @whitz066]

@buccocapital food delivery at home?