WriteDownCapital @WriteDownCap
Equity analyst. Where goodwill goes to die. Follow any of my not investment advice and your PA is prob due for a write down 📉💸 United States Joined July 2019-
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Better late than never!
Lol need more time to cook 👨🍳
$CPRT ok numbers this quarter but declining inventory assignments probably implies mid single digit service revenue growth at best. Comps also get pretty tough over the next two quarters. Progressive gaining share means more volumes moving away from Copart towards $RBA … at 28x…
👀
New 5-yr framework leaves room to flip hawkish in the current environment
New 5-yr framework leaves room to flip hawkish in the current environment
It’s over
"Ehrmagehrd AI gonnar take all our jerbs" Chill tf out we're still nursing the post COVID ZIRP hangover
The CFA Institute is no longer the outstanding organization it was when I joined upon earning my charter 31 years ago. If you are a CFA charterholder and have not yet voted your proxy (deadline this Monday the 21st at noon Eastern) or may consider changing your vote, or are…
I’d like to think Powell helped educate Tlaib a bit on housing and monetary policy… but the poor man nearly lost IQ points just being in the same room as her and now he’s prob going to hike rates just to push Darwinism along so we don’t have to deal with more of this shit
Never meet your heroes
@QualityInvest5 Solid risk/reward here. Productivity running at near 50% of historical average, easy FY26 comps once we get past DOGE headwinds over the next 2 quarters, and buying back stock. LLM overlaid on all their primary research/proprietary benchmark data would be good for the moat.
Downside $30 but upside probably $100+ if this ends up being just a macro downturn. Primary counter factual is if AI taking away white collar entry level jobs, then why have blue / gray collar staffers $MAN $TBI $AMN $CCRN been smoked just as hard if not worse? Probably more…
Downside $30 but upside probably $100+ if this ends up being just a macro downturn. Primary counter factual is if AI taking away white collar entry level jobs, then why have blue / gray collar staffers $MAN $TBI $AMN $CCRN been smoked just as hard if not worse? Probably more…
Kinda like how builder.ai took all those jobs from engineers in India amirite... oh wait ibtimes.co.uk/builderai-coll…
Kinda like how builder.ai took all those jobs from engineers in India amirite... oh wait ibtimes.co.uk/builderai-coll…
$FERG so this thing trades at 20x fwd EPS, organic growth (mostly volume driven) better than both $GWW $FAST, coming out of 2 years of deflation, and still not part of S&P500… sweet
Contrarian in me thinks this dude will be shockedpikachuface.jpg when he realizes his AI generated contract is unenforceable and lawyers charge him 2x to correct his idiocy @IfindRetards
Contrarian in me thinks this dude will be shockedpikachuface.jpg when he realizes his AI generated contract is unenforceable and lawyers charge him 2x to correct his idiocy @IfindRetards
Alrighty then, gonna long me some GLD and bonds…
Alrighty then, gonna long me some GLD and bonds…
Who is this guy and how can I invest with him
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