
*Speakerguest
Tobias Carlisle
@Greenbackd / appears on we-study-billionaires, we-study-billionaires, we-study-billionaires, we-study-billionaires, we-study-billionaires, we-study-billionaires, we-study-billionaires
calls4traced speaker calls
avg P&L+10.5%per call
win rate100%resolved calls
total P&L+41.8%expert engine
Verified record
win rate—0W · 0L
resolved0settled on TRACE
scored calls4published & scoreable
No settled calls yet — credibility updates as call horizons resolve.
Speaker record
BellRing Brands is down ~80% but undervalued; protein tailwind plus buybacks make the discount worth holding
I just wanted to say that I have held it in ZIG. I have sold it out of ZIG and bought it in DEEP because it is now, the market capitalization is too small for Zig... but I have rebought it in DEEP.
▲+51.00%for the foreseeable future
AI cannot extract energy from the ground; its power hunger feeds the producers it can't replace, lifting energy equities.
a lot of the stocks that are in those are going to be beneficiaries. Like until the LOMs figure out how to mine and pull energy out of the ground that we're going to be, we're going to need real businesses.
▲+4.37%open horizon
Booking is off ~30% on AI-disintermediation fear; capital-light dominance makes it a discounted risk-adjusted bet.
Booking.com doesn't do that. They don't buy their rooms up front, so they're very capital light. They don't own the underlying assets. They just hook people up.
+9.56%
Agent-readable speaker
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}◆AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.