ValueNotDeadYet @ValueNotDeadYet
~AlwaysLookingForValue~ ~Take the Win~ ~Manage the Expectations, Manage the Outcome~ #COM #Alpha #SmallCaps #VNDY Joined February 2021-
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No, it proves that big oil is run by a bunch of morons, who have incinerated more capital in the past 2 decades than most industries combined Outside of $SNAP, literally nobody has paid more to executives vs capital destroyed in the past 2 decades than the oil industry…
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So when do we see $4+ Station 2? 😂 A) Never B) Never Ever C) Never Ever Ever
So when do we see $4+ Station 2? 😂 A) Never B) Never Ever C) Never Ever Ever
Not a bubble
This…
Logically, you would have to think this is a joke… but no
Logically, you would have to think this is a joke… but no
ValueNotDeadYet retweeted
The S&P 500 is up 2.5% this week, but the 492 stocks with market caps below a trillion dollars are up an average of less than 1%.
$PRKS CC Mgt openly saying their SeaWorld Orlando park visitation is up since Epic opening in May and up in Q3 to date... That ends that 🐻thesis... Weather was a mess in Q2 (as shown by $FUN), but LT solid with the $500M buyback renewal (20% OS, 40% Float) + Hidden RE asset
So then let it trade like shit the rest of the year and it will one day 10x? Who cares if return is 0% now and 1000% in 2026. Tbh more important to minimize dilution and show the business is growing. Start making FCF and scale, the stock will handle itself My 2 cents FWIW $MVCO
So then let it trade like shit the rest of the year and it will one day 10x? Who cares if return is 0% now and 1000% in 2026. Tbh more important to minimize dilution and show the business is growing. Start making FCF and scale, the stock will handle itself My 2 cents FWIW $MVCO
I guess you cant really ask for more alignment between investors and management... $MVCO
I guess you cant really ask for more alignment between investors and management... $MVCO
It’s all the same trade… eating up all the oxygen… $NVDA $AVGO $QQQ
It’s all the same trade… eating up all the oxygen… $NVDA $AVGO $QQQ
+++ All the Hyperscalers are actively trying to move away from $NVDA This won’t end well
+++ All the Hyperscalers are actively trying to move away from $NVDA This won’t end well
Holding cash is an asset allocation decision…
Holding cash is an asset allocation decision…
$UNH down 1% now… Bottom?
No fear left… 🐻 ☠️ and Tariff deals signed… If this isn’t a perfect storm for a surprise pullback you will never have one ever again… NFA GL
No fear left… 🐻 ☠️ and Tariff deals signed… If this isn’t a perfect storm for a surprise pullback you will never have one ever again… NFA GL
Yup
Tariffs don’t increase prices… Just like paying income and property taxes doesn’t make you poorer
Tariffs don’t increase prices… Just like paying income and property taxes doesn’t make you poorer
As usual… wait 3-6 months…
As usual… wait 3-6 months…
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