Drew Dickson @AlbertBridgeCap
Musings on behavioral finance, stock-picking, and other stuff. Views expressed do not represent those of Albert Bridge Capital LP. albertbridgecapital.com/drews-views/ Joined September 2017-
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@EmmetPeppers But, as you also know, the narrative is strong with this one, and the holders of the stock aren't ready to do that. Right now, in my view, most buyers of the stock are not investing in future cash flows, but hoping to sell it at a higher price to other investors chasing it.
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@EmmetPeppers Hey Emmet, hope you are well. It has been a while! Yes, I know they are forward looking. And the narrative is strong. One day, $SPCX longs will have to model out those forward years, how much profit there may be, when it will arrive, and then discount that back to today.
$5 billion of losses in the last year, and a $2.2 trillion market cap. Even if it had $5 billion of gains, that would be a P/E of 445x. This is epic. $SPCX
@JamesBe40706537 @EmmetPeppers I argued that the auto biz would underperform expectations. It has. In late '22, the Street anticipated $11 of EPS by '28. Today, that number is down 80% to $2.40. I was never negative on Elon himself, or his ability to manage the narrative. @EmmetPeppers will attest.
@ptuomov @EquityQuant Space X about to change that game.
@_HarryVish Only one baseball player, and he is 24th! Who you thinking’, Tendulakar? Kallis?
In terms of dominating a sport, literally three times as good as anyone else, it has to be Tiger.
🚨 ESPN has named the Top 25 athletes of the 21st century. 1. 🇦🇷 Lionel Messi 2. 🇺🇸 Michael Phelps 3. 🇺🇸 Serena Williams 4. 🇺🇸 LeBron James 5. 🇺🇸 Tom Brady 6. 🇨🇭 Roger Federer 7. 🇺🇸 Simone Biles 8. 🇺🇸 Tiger Woods 9. 🇯🇲 Usain Bolt 10. 🇺🇸 Kobe Bryant 11. 🇷🇸 Novak Djokovic 12. 🇪🇸
@charliebilello I would have thought they were equal. Unless the buyers are buying multiple houses.
And you have to read the comments. People actually said those things, and meant them.
Ether Rock down 93% since, and Florida waterfront real estate is up, significantly. Those were the days.
I’m Chelsea, and glad Arsenal lost. But those saying anything negative about Arteta are misguided. The guy took his team to penalties in the Champs League final against the best team in the world. Penalties are random. You’d all think his strategy was brilliant if they’d won.
Wow.
This is a first. Yesterday, BYD announced that they will offer full damage coverage for owners using their God’s Eye Level 2+ Urban NOA system in China. BYD is providing one free full year of 100% damage coverage (vehicle repairs, third-party property damage, and personal
@jposhaughnessy @BullandBaird Same.
Are you serious? Already? Well, at least it was Kai Havertz.
What did Michael Jackson and Axl Rose have in common?
Well, technically, it is undefined. The “coke”s cancel each other out and you are left with “diet” divided by “zero”. And you’re so wrong anyway, Michael. 😏
Coke Zero is infinitely better than Diet Coke In fact, all the zero sodas are incredible
Typo there. You meant an = sign. Gotta call it a draw.
Allman brothers > Skynyrd
“I can!”
I honestly can’t think of another athlete whose legacy took as big of a hit late in their career as Aaron Rodgers.
The obvious favorites are the ones most of us want to see win, but it just seems pretty random to me today.
This year’s PGA Championship is being held at Aronmink Golf Club, just outside Philadelphia. Today is the final round, and the field is tighter than any major I remember. A thread:
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