Fishtown Capital @FishtownCap
Mostly finance nerd, plus Tech/Med Device space Philadelphia, PA Joined August 2009-
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I’ve found this to be very true. Much easier to make psychological mistakes when a 5% holding equals a year of after tax work income.
I’ve found this to be very true. Much easier to make psychological mistakes when a 5% holding equals a year of after tax work income.
Deep thoughts: Why is the market still up this year? 30 year yields approaching October high. Rate hikes all pushed out to maybe 2025. Earnings are a mixed bag. Fiscal picture is worse than ever. I'm in more cash than I've been in a long time and I'm good with it.
Out of $META at $417 premarket. Meh. This is more a broader market not supportive call. Still think Meta selloff over done and just a risk call.
Out of $META at $417 premarket. Meh. This is more a broader market not supportive call. Still think Meta selloff over done and just a risk call.
-15%. $META also bought back $15B in shares last quarter and I'm sure they'll hit it hard in 2 days again. This was a -5% kind of report.
-15%. $META also bought back $15B in shares last quarter and I'm sure they'll hit it hard in 2 days again. This was a -5% kind of report.
Long some $META here at $412. I think it’s got very strong support at $400 and this sell off is extreme. Probably just a trade.
This is starting to creep back to problems levels IMO.
Hard to believe this rally has legs while the long bond keeps selling off. We'll see.
Wow - look at this thread.
Anyone that still uses Wikipedia as a serious information source for anything mildly controversial should rethink this. I don't know what happened that actual "truth" is no longer important when it doesn't fit the agenda.
Anyone that still uses Wikipedia as a serious information source for anything mildly controversial should rethink this. I don't know what happened that actual "truth" is no longer important when it doesn't fit the agenda.
Meh. Closed both, $GOOGL profit covered the $META loss and then some.. but I expected both to pop.
Meh. Closed both, $GOOGL profit covered the $META loss and then some.. but I expected both to pop.
Hating trading in extended hours, but long a bunch of $GOOGL here at $155 and a smaller chuck of $META at $503. I think these both fly at the open.
If at the beginning of 2024 you were told the 10 year would rise from 3.86% to the current 4.67%, where would you guess the S&P500 would be? I probably would not have guessed up 6%, especially after the rip higher in November and December.
Baltimore disruption? Delaware river in Philadelphia near the Ben Franklin bridge, first time I’ve ever seen a RoRo come past my condo.
Any homebuilder experts out there? Why is Beazer $BZH so hated? Stock at $29, trading far under TBV ($36.61), P/E of 6. Reasonable geographic mix (could do without NJ and CA but.)
Sold the few things I bought at the open for a predictable bounce. It seems too predictable at this point and we may get rug pulled later, especially folks selling some things to pay taxes today and tomorrow. Or we just rip from here and I left money on the table. Like usual.
Berkshire $BRK Hey but we still have a DEI banner on the homepage. That’s super.
Berkshire $BRK Hey but we still have a DEI banner on the homepage. That’s super. https://t.co/RDeV7Po5mB
Just sold the small (1%) position I had in $PBR I'm stunned it's not down more than it is. I think the risk of something catastrophic has gone way up (may still low, but..)
It’s rare that I ever support the current DoJ, but in this case, I’m a big fan. Go after the Title insurance industry next.
It’s rare that I ever support the current DoJ, but in this case, I’m a big fan. Go after the Title insurance industry next.
Fun idea. How about the Fed and all its governors just STFU? Zero speeches, no media appearances. No “setting wall at expectations.” Just do their job. No one should know who these ego centric 🤡’s even are. Just do your job.
Fun idea. How about the Fed and all its governors just STFU? Zero speeches, no media appearances. No “setting wall at expectations.” Just do their job. No one should know who these ego centric 🤡’s even are. Just do your job.
Josh Young @Josh_Young_1
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BREAKING: Former President Donald Trump says he may use the military to deport millions of illegal immigrants if local law enforcement and the National Guard cannot complete the task. "We will be using local law enforcement," Trump said. "And we will absolutely start with the…
Dear President Biden: Please address the American people explaining your position on chaos at Universities, war in Ukraine, war in Gaza and the US debt interest expense problem. What are the available solutions? Which solutions will you pursue? Sincerely, Jeffrey Gundlach
@Flash_Capital_ @InnocenceCapit1 @permamultitude Everything about this is tremendous. Also, given her interest in energy, I’d like to solicit her feedback on some oil shitcos I own
@permamultitude @InnocenceCapit1 I can 100% guarantee that the overwhelming majority (let’s call it > 75%) of these fuckwits come from the humanities department. And within that, the particularly useless fields of study within it. Very few history majors.
special surprise! old joe wants to make capitalists pick up the bill for these fucking losers.
i wonder how much less of this nonsense on campuses would be going on without grad schools these phD candidates in completely worthless fields of study are miserable fucks who know they can never cut it in a capitalist system, so they want to cause trouble
Columbia students who took over a campus building are demanding food and water as part of their basic human rights. Really.
Bulls will want… Cease fire AMZN beat Dovish Powell
Still think going long the US 2yr future is one of the best risk-rewards out there at 5.02%
How many weren’t Americans?
UPDATE: A source at @UTAustin tells me that 46 out of 77 arrests at yesterday’s protest were not UT students.
First really worrisome day in the energy land in quite sometime. #oott
$EPD reported Q1'24 EBITDA of $2,469 mm beating Consensus by 1.5%. Returns on invested capital continue to disappoint with the trailing 3 year data showing ROICs of under 9.0% (on $10+ billion of CAPEX). Balance sheet in good shape with leverage at 3.1x TTM EBITDA.
$TSLA licenses out the supercharging network & then…lays off the entire org. 1. Who’s going to license it now knowing it’s a dead asset? 2. Wasn’t it supposed to be worth billions? 3. Doesn’t this look like a liquidity issue? Remember when it tried to ditch its showroom leases?
@Not_the_Bee Based. I hope he has great security.
Nayib Bukele informed EVERY member of El Salvador's executive branch that they will be investigated. Listen to his reasoning. 👀 notthebee.com/tceb6 notthebee.com/tceb6
@unusual_whales People in Yellen’s social circle✔️
@unusual_whales Yes your friends at the country club are doing great Jan
Wear this shirt. Crush balls. rjoapparel.com/products/front…
main factors: winter gasoline- cheaper butane as a blending component, more volatility, helps with startability in cold summer gasoline- removes butane as air temps can exceed 90-100F, leading butane to vaporize, vapors contribute to air pollution, replaces w/expensive alkalyte
Can someone explain this to me? The gas companies are switching from the cheaper winter supply to the more expensive summer supply of gas. What makes one supply of gas more expensive than the other? #gasprices #woolovertheeyes