Trevor Scott @TidefallCapital
No Management Fee. No Closet Indexing. Just Investing. Tweets are not investment advice. tidefallcapital.com Toronto Joined March 2011-
Tweets25K
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The best thing about bitcoin is you can say it's worth any amount. $1, $1mn, $1bn? There's literally no way of proving or disproving it. You can just keep saying, "You'll see."
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Calvin is terrified $LULU "Our international growth and momentum continues."
We did it! $SPY Yes, non-gaap is less but let's just enjoy this moment. Outside of a recession, the last time we were at a 30x trailing PE was 1999. multpl.com/s-p-500-pe-rat…
$AEO +38% $LULU -14%
Chip Wilson $LULU bear thesis playing out in real time. "Lululemon is losing its premium position to athletic brands like Alo and Vuori... It's basically the Gap from 1998." - @ChipYVR (-14% AH, new 6 year low)
Chip Wilson $LULU bear thesis playing out in real time. "Lululemon is losing its premium position to athletic brands like Alo and Vuori... It's basically the Gap from 1998." - @ChipYVR (-14% AH, new 6 year low)
$LULU -3% Americas comp sales "We are disappointed with our U.S. business results and aspects of our product execution." The reality is Alo and Vuori are opening stores like crazy and taking share while Lulu's marketing is a joke.
$LULU -3% Americas comp sales "We are disappointed with our U.S. business results and aspects of our product execution." The reality is Alo and Vuori are opening stores like crazy and taking share while Lulu's marketing is a joke.
Permabears minds will be broken when we hit all time highs.
GS $CROX replay (stock -4% on it) Mostly a repeat of cc: Cautious on US consumer and athletic taking some share, competition on molded, optimistic about international white space. But Long term margin won't be hit during this tariff environment. event.webcasts.com/viewer/event.j…
Bearish for vaccine makers for a decade until waves of kids get measles or some weird polio out break, then go levered long. $MRNA $BNTX $PFE
$CROX to $200 PE is going to steal this.
The number one reason smart phone users upgrade their phone? Better battery life. Apple actually offers very reasonably price battery replacements. Takes under an hour in store.
+30% $EMO.v Sprott's capital injection definitely brought in some new shareholders here. Case should be ruled on in the fall.
+30% $EMO.v Sprott's capital injection definitely brought in some new shareholders here. Case should be ruled on in the fall.
$CROX fiips green. I'm pumping this hard until at least a double digit multiple. PE going to steal this!! (Vancouver this weekend apparently)
Trevor Scott retweeted
The West has spent decades trying to ween India away from its Cold War attachment to Soviet Union Russia, and cautioning India on the threat posed by China. Donald Trump has shredded decades of efforts with his disastrous tariff policy. youtu.be/-LxlJmDeezo?si…
"Stock prices have reached what looks like a permanently high plateau." - Irving Fisher, Oct 16 1929 (less than 2 weeks before Black Monday)
Brandon Beylo @marketplunger1
95K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
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Hesham.W هشام ا�... @AlweleieH
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