JabroniCoin.USD
@TheBenSchmark
Followers
6K
Following
18K
Media
6K
Statuses
21K
Forbes 46 Under 46. Puns are the last remaining alpha. Personal account. Not investment advice. Assume position held.
Joined October 2013
A high ROE DuPont breakup would be composed of one entity with high margins, one entity with good asset turns and one stuffed with all the leverage. Some call this $DD.
3
0
34
Woof! This thing might be a dog.
$LMND new rate filing submitted 8/5/25. Maryland Pet Filing. For the actuaries out there. Main coverage for Pet is Accident & Illness or "A&I". For A&I the modeled loss trend is +14.0% (claims inflation) versus a premium trend of +3.0%. Seeking +10% in MD, 9,154 policies impacted
1
0
2
Oh look Americold cut guide and *finally* mentions oversupply. Still going attempting as much price-gouging as possible, but customers will give it the $COLD shoulder. Stock can keep melting as sellside & buyside get a sense of the extent of cubic feet of new capacity since 2022
Lineage cut guidance and is have occupancy problems despite proactively easing price for volume. Let’s see how Americold’s tough-on-price strategy works. Private players have the chance to do some funny things…. $COLD $LINE
2
0
6
Dat Midwest Premium. Was $850/ton at last report. Now $1587… $CENX
Bernstein on the impact of tariffs on Canadian vs US producers, and on Midwest premiums. Century Aluminum $CENX remains the largest domestic U.S. producer
0
0
2
RT @TheBenSchmark: @pekwat Such a rollercoaster situation with investors taken for a ride. It may not be fun, but I will not get tired of p….
0
1
0
JabroniCoin pledges to commit $800 bn in US investment.
JabroniCoin pledges 2090 Net Zero carbon commitment.
0
0
2
Lineage cut guidance and is have occupancy problems despite proactively easing price for volume. Let’s see how Americold’s tough-on-price strategy works. Private players have the chance to do some funny things…. $COLD $LINE
@TheBenSchmark "We saw muted seasonal inventory levels late in the second quarter and early into the third and are therefore lowering our outlook for the year." $LINE.
1
0
1
SocGen is the Citi of Europe. Citi is the SocGen of America. And for once that’s a good thing. $C $GLE.
bank people . highest conviction idea 12 months ahead. i'll go with $c . yet again. and outside of that go with $flg just to trigger people. what say you?.
0
1
6
Spoiler alert: this will happen on a dairy basis. Won’t stop until the cows come home.
0
0
3
Getting a lot of questions in the DMs. Yes, I only say this to competitors, not friends.
One of the ways I’m developing edge: telling every PM and analyst I meet that they should be using ChatGPT o3 in all parts of the research, analysis, valuation and critical thinking parts of the investment process.
0
0
4
One of the ways I’m developing edge: telling every PM and analyst I meet that they should be using ChatGPT o3 in all parts of the research, analysis, valuation and critical thinking parts of the investment process.
1
0
14
Let’s see if this makes $CC more “investable” like 3M after the settlements
The solstice is arriving on $CC, which will make the comps cooler ❄️
0
0
3
Is there a corporate-governance version of DOGE?.
Breaking: Tesla’s board has approved the award of 96mn shares worth about $30bn to Elon Musk as part of a new pay deal after the billionaire chief executive threatened to leave the electric vehicle maker if he is not given more stock.
1
0
5
FAANGM or “big tech” was clearly not in a bubble in 2020. The earnings growth then, and since then has been remarkable. The bubble was in the negative earnings fake-tech pretenders, and much of that actually did deflate.
Lots of talk about “Big Tech Bubble” and leadership of market. There has been some multiple expansion for sure, but “Big Tech” has driven most of the earnings growth of the market.
0
0
3
RT @TheBenSchmark: "A healthcare services company is a pricing scheme with incorporation papers." - Uncle Jamal
0
4
0
Elon Musk’s Tesla ordered to pay $329M in deadly Autopilot crash case: ‘This will open the floodgates’
0
0
3
The Russell2000 $IWM is just such an index of crap. Down this year, despite a golden age of levitating frothy small caps. Incredible funding short, even if one doesn’t have an ISDA
Another visual depiction of small caps being (increasingly and significantly) fundamentally inferior to large caps. Russell2000 is such an index of crap.
0
0
10
RT @JustBankStocks: $GLE ROTE at 10.3%. 1H25 expenses down 2.5%. Perhaps you can find my missing expenses on $C's income statement. https….
0
2
0