@hkuppy / appears on adventures-in-capitalism, adventures-in-capitalism, adventures-in-capitalism, tweets, adventures-in-capitalism, adventures-in-capitalism, tweets, kuppys-korner, tweets, adventures-in-capitalism, tweets, tweets, kuppys-korner, tweets, adventures-in-capitalism, tweets, kuppys-korner, tweets, adventures-in-capitalism, tweets
the Strait of Hormuz is open to ALL Ship traffic except for Iran — and that is because of their lying, violent, malicious leadership
Wish we had more leaders like Andrew Jackson.
I recently sat down with my buddy @maxwiethe to chat AI, datacenters and my 2 AI long trades.
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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.
A Florida land developer is packed with hidden torque, ignored by investors even as its home counties boom in population and prices.
I recently sat down with my buddy @maxwiethe to chat AI, datacenters and my 2 AI long trades.
Probably another great opportunity to short oil…🤭
Would be a shame if Iran hits a refinery in the retaliation…🤭
🚨🇮🇷Iranian STATE MEDIA now reporting explosions in multiple cities along the Strait of Hormuz coast tonight.
Trumps told Iran that they could hit 4 tankers, but Iran got greedy and hit a 5th
We have the names of three tankers hit by the IRGC in the past hours
Do you remember how much pain Zuck had to take on the Metaverse before he finally canned it?? The stock had to completely detonate for him to give up.
now Alphabet (GOOG) has even resorted to its first major equity issuance since 2004 (with Meta reportedly considering one as well now). Despite their desperation to build datacenters, I haven’t seen a single financial model that shows one with a positive ROIC.
As far as I’m concerned, datacenters are the new shale…
The Chinese are coming, and the glut will be legendary. In my opinion, no matter how many datacenters get built, they will NEVER be able to absorb the coming supply.
I never would have bought semis on crazy pricing extrapolations, nor would I have believed that power equipment producers could ever moon-shot as they have—both are highly cyclical industries that are obviously over-earning as they cycle through short-term bottlenecks.
I think that technical colleges will see an explosion in new student starts... All I need to believe is that student populations at technical colleges will explode, and the businesses have a whole lot of operating leverage to this fact.
Many corporates are so desperate for workers, that they’ll subsidize education, they’ll sign agreements where students can work off their debt in the first few years of employment, they’ll literally guarantee student debts.
Even guessing the price of oil (where I have a lot of exposure) is fraught with risk—while I think oil is going much higher, there are plenty of variables that go into that calculus, potentially deferring my thesis.
At least with offshore energy services, I can look at the backlog and have a good degree of confidence that results will get dramatically better
with physical uranium, I believe the deficits will blow out to such ludicrous levels that barring a nuclear accident, I cannot fathom how the price isn’t higher in a year. In my view, these are such easy calls to make, that I’ve made them into very substantial positions.
a pretty good chunk of my exposure is through Valaris (VAL – USA) and Tidewater (TDW – USA) and they’ve both been stalwarts in my portfolio during 2022. Given their valuations, I suspect that they’ll continue to lead the energy markets higher.
My JOE position was one of my largest disappointments during 2022. While the company continues to execute and create value for shareholders, investors ignored this fact and sold the shares off anyway. I’m baffled by this performance, especially given the growth in population and home values in their core Bay and Walton Counties.
a pretty good chunk of my exposure is through Valaris (VAL – USA) and Tidewater (TDW – USA) and they’ve both been stalwarts in my portfolio during 2022. Given their valuations, I suspect that they’ll continue to lead the energy markets higher.
digital revenue increasing by 27% over the prior year and digital now represents a third of total revenue. Even more impressively, in the fourth quarter, digital represented 55% of total advertising revenue. Meanwhile, digital subscribers grew by 32% over the year.
I have massive unrealized gains based on the current marks on the MOEX. On the other hand, I cannot realize these gains and it isn’t clear when or if I ever will be allowed to realize these gains. I’ve marked these positions to zero
No reach data yet.
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