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Value Trap Capital™ retweeted
This is so good
Value Trap Capital™ retweeted
It seems to me that the Trump 2.0 Tariff Strategy is ultimately aimed at cinching off all escape valves for China. If we play it out to the limit, let’s say we Balkanize into regional blocs and China tries to power through with their Runaway Assembly Line Top-Down model without…
Value Trap Capital™ retweeted
“These fraudulent $APP earnings, they’re in the room with us right now??”
Oh no
Value Trap Capital™ retweeted
this is my quant
Its that time of year again
Fascinating
https://t.co/aKUKh3726C
I started doing this at 27 after moving to the west coast for work and wouldnt trade it for anything
I started doing this at 27 after moving to the west coast for work and wouldnt trade it for anything
Value Trap Capital™ retweeted
How are things going at $APP?: - Q2 Y-o-Y: Software Platform revenue grew 75% to $711 million. - Q3 Y-o-Y: Software Platform revenue grew 66% to $835 million - Released our eCommerce BETA, the fastest growth we've ever seen in a product. Our CEO's reaction:
Value Trap Capital™ retweeted
When @CBOE introduces a new way to short some form of convexity again
This is my quant
What a crazy pump fake it would be if software shits the bed again next week
Value Trap Capital™ retweeted
“So you’re saying they’re capital efficient and I can have delta equivalent stock exposure but with a fraction of the downside risk and unlimited upside.”
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