WMC
@WideMoatCzar
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Value investor building 200K to 1M. Wide moat compounders over hype. Daily moves shared. Track the compounding. Not financial advice.
Joined December 2024
1st Portfolio Update:- $GOOGL - 31.2% $META - 23.9% $AMZN - 20.6% $GSY.TO - 8.6% $GTLB - 5.4% $SHOP - 3.7% $UBER - 2.6% Cash: 0% Context: $UBER and cash is suppose to be one position. $META is my largest position by $$$ value, $GOOGL by gains. Feel free to ask any questions.
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Options trader who lost everything due to tariffs in April 2025, finding out a year later that the Supreme Court ruled tariffs illegal: https://t.co/3FG3yCfTRT
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When you got liquidated on Liberation Day, only for the Supreme Court to rule tariffs illegal a year later $SPY https://t.co/Wv28sgZ0Hb
POV: you got liquidated during the 2025 tariff tantrum and today they ruled the tariffs illegal.
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We are sooo back https://t.co/R1JkRPzpko
TRUMP’S GLOBAL TARIFFS STRUCK DOWN BY US SUPREME COURT
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$GSY.TO hitting new 52wk low:
When the stocks on TSX keep hitting new 52 weeks high and everyone think you made it But you went full regard into $GSY.TO https://t.co/OpcgbGxs9p
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I opened $RDDT and this is the first post I see. Don’t try to get rich quick because you may end up staying broke for a very long time. Take this as a lesson to not gamble your money away, folks.
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Full Story: $100k losses on RH and another $40k on Webull. This feels so unreal. My predictions have never been wrong, but i’m just always too early. If i bought options with two or three weeks longer expiration date, i wouldn’t have lost money at all. I’m just full time
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Do you smell what the $GOOGL AI is cooking?
Google AI Studio
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I believe that in five years, we will all look back at these $META prices and wish we had bought more.
$META’s ads business is a high-margin compounder. ~3B people use Meta’s apps. Monetization per user still has room to expand. Assume 10–13% ad revenue growth + stable margins, and this machine keeps printing cash. The runway is bigger than most think.
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When someone tells you they bought the dip on $GSY.TO at $118 but you bought the dip at $161 https://t.co/qisUGSL8Gf
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Did you go gym today?
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Yet Wall Street is bearish. $META is an opportunity for a retail investor with a long-term time frame versus the Street. Founder led wide moat business trading at roughly 22x forward P/E that is seeing revenue acceleration, with 30% growth expected next quarter. What more do
MOST META EMPLOYEES WILL RECEIVE 5% LESS IN EQUITY REWARDS AS MARK ZUCKERBERG CUTS COSTS TO FUND HEAVY AI INVESTMENT, THE FINANCIAL TIMES REPORTS.
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Index investor giving financial advice to a SaaS investor: $GTLB $CSU.TO $ADBE $NOW $WDAY $CRM $INTU $SAP $MSFT $ZBRA $MDB $DDOG
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I wish I had bought more $GOOGL at 150 last year
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Good news from a shareholders perspective $META
$META CUTS STAFF STOCK AWARDS FOR A SECOND CONSECUTIVE YEAR - Financial Times
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I try to follow as many investors as possible because it gives me insights into how individuals think about their investments, and I always learn something new from everyone. What do you guys think?
following 0 people is never a good look
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I might sell $UBER to buy more $META. 21x forward P/E for 30% revenue growth is a steal for a wide-moat business.
Make it make sense… FWD PEs $META: 21.34x $AMZN: 26.58x $GOOG: 27.12x $COST: 41.81x $WMT: 38.84x
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$ADBE trading near 52wk low, Are you buying the dip or stay away from this company?
Today, we’re introducing Pomelli’s latest feature update, ‘Photoshoot’ With Photoshoot, you can start from a single image of your product and easily create high quality, customized product shots to elevate your marketing. Available free of charge in the US, Canada, Australia
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$GSY.TO hit a new 52wk low today at $117.520
When the stocks on TSX keep hitting new 52 weeks high and everyone think you made it But you went full regard into $GSY.TO https://t.co/OpcgbGxs9p
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