Michael Duke @michaeldukeid

Professional risk-taker. I like stocks and houses. Seeking Alpha Contibuting Analyst. Real Estate Investor. Mediocre cook. Sometimes I have good ideas. linktr.ee/Michaeldukeid San Jose, CA Joined January 2017

Tweets

4K
Followers

1K
Following

908
Likes

4K

Michael Duke @michaeldukeid

4 weeks ago

Working on the deal of a lifetime right now in the central coast. Nothing like my other real estate projects

0 0 0 26 0

Michael Duke @michaeldukeid

2 months ago

$PM earnings today with a big sell off. After reviewing the deck, it appears the market was spooked by lower ZYN shipments than last quarter and the slide that showed a 24-26 growth CAGR lower than what was achieved in ‘24. Today’s sell off shook out the froth and the numbers…

0 0 0 97 0

Download Image

Michael Duke @michaeldukeid

3 months ago

Postmodern vibes: a lawsuit is how this will be handled 😂

Gavin Newsom @GavinNewsom

3 months ago

Postmodern vibes: a lawsuit is how this will be handled 😂

20K 17K 155K 12.4M 5K

0 0 0 66 0

Michael Duke @michaeldukeid

4 months ago

Stock to dividend stocks if you think you’ll be able to passively collect rent checks on your RE portfolio and not have to treat it like a business… lol

0 0 0 68 0

Michael Duke @michaeldukeid

4 months ago

The discourse on here suggests that very few people actually understand how bonds work

0 0 0 42 0

Michael Duke @michaeldukeid

4 months ago

Are alcohol stocks just going to grind lower until steady 5-6% yields like tobacco stocks (ex-$PM)?

0 0 0 66 0

Michael Duke @michaeldukeid

4 months ago

Unpopular opinion: The Fed should absolutely not cut rates

1 0 1 85 0

Michael Duke @michaeldukeid

4 months ago

Currently enjoying the view from my penthouse in San Jose

0 1 4 250 0

Download Image

Michael Duke @michaeldukeid

4 months ago

Unofficial Trump on X @trump_repost

4 months ago

https://t.co/Po3Nqteqoe

235 360 2K 142K 38

0 0 1 105 0

Download Image

Michael Duke @michaeldukeid

4 months ago

Closed out the week 2 points from all time highs but the credit downgrade is sure to be a hit on Monday given that I have speculatively allocated to long duration US debt the last few weeks 🥲

0 0 2 66 0

Download Image

Michael Duke @michaeldukeid

4 months ago

Of course our credit gets downgraded 🥲

0 0 2 49 0

Michael Duke @michaeldukeid

4 months ago

I see a lot of talk about rates and bonds and performance screenshots but never any screenshots of actual bond positions. Not ETFs like $TLT, but actual CUSIPs. I can’t stop thinking about this…

0 0 3 183 0

Michael Duke @michaeldukeid

4 months ago

The problem with these health insurers is idiosyncratic risk to the downside. Learned my lesson when $HUM dropped big last year on missed guidance and lower govt. rates. Every stock has idiosyncrasies but these healthcare stocks seem to have steady upside and violent downside…

0 0 1 53 0

Michael Duke @michaeldukeid

4 months ago

Picked up a small starter position last week in $FCFS, as it fits nicely into my “defensive compounder” sleeve. News broke yesterday that they are making a splash in the UK… I think this might take them globally to top pawn store market share, not sure.