Durable Investments @retaox
Buying and selling decent businesses. Collecting wonderful businesses. Personal Account : @adinozyn retaox.substack.com Dallas, TX Joined January 2019-
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There are 2 ways to think about the stocks that you own. 1) Market value of your ownership of a company. Think dollars. 2) Number of stocks you own in a company. Think collectibles. Ask which perspective works for YOU. The answer might tell more about you than you think.
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NEW POST: Kinsale Built for Efficiency and Profitability $KNSL In this post I dive deep into the company's competitive advantages, the E&S market as a whole, the Insurance Supply Chain, and diagnose why this Carrier will continue growing Market Share! Link below!
I see that $CHTR has moved away from the "Expand Evolve Execute" schtick.
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@JasonGreenwal12 Yeah that makes sense. I’ll be less of a cheapskate too if it’s a really long flight. I also try to drive instead whenever possible. I like to drive and don’t particularly like air travel.
Here's what I don't get about $SOFI It added $3 billion in deposits last quarter. Well, so did $ALLY 🤷♂️ Maybe the stock works from here? But I still favor $ALLY unless there is a seismic difference in P/B
SoFi Technologies: When Will the Stock Work $SOFI - net interest income hits record $400 million - Total members cross 8 million - Guiding for positive EPS and book value growth in 2024 - Trades at just ~1.28x BV When does this stock become a buy?
~4mos in & am loving my Ioniq 5. I bet some people get range anxiety from this
@RodAlzmann When I get range anxiety I go to the gas station.
@retaox Many do, planet fitness a large public example
They're clearly not doing this to protect me. If you have an Apple device you can immediately recover your account. Their objective is to try and force me into the ecosystem. Disgusting monopolistic behavior.
This is why there needs to be antitrust action against Apple: "without an Apple device, you will have to wait to unlock your account." I'm paying for AppleTV. I don't have an Apple device. I can't watch anything & also can't login to cancel my service for 2 weeks!
Pretty disappointed you can’t buy all kiwi guava Celsius at Costco
Link here or in bio: open.substack.com/pub/fundasyinv…
NEW POST: Kinsale Built for Efficiency and Profitability $KNSL In this post I dive deep into the company's competitive advantages, the E&S market as a whole, the Insurance Supply Chain, and diagnose why this Carrier will continue growing Market Share! Link below!
Yesterday was one of the most special days of my life. Always remember that there’s more to life than just maximizing wealth.
The beautiful islands of Greece you haven’t seen before - a thread🧵👇 1. Zakynthos island
Feels like we kinda lost our way since then
The best customer service experience I’ve ever had was with $CHWY.
@retaox I just got multimodal, so too early to vouch for it. You can just buy it and use it for a while and if it’s not useful, you can always return it.
New hard af setup just dropped
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