Q-Cap
@qcapital2020
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Following
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7,791
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Familia • Immigrant • Ball is Life • Grift Detective • Ratioed Cramer • No Investment Advice • My Personal Views Only • Personal Diary sometimes Diarrhea
Poutine
Joined November 2018
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Hey
@elonmusk
,
Can you suspend Jim Cramer ? He’s impersonating a successful investor.
Thanks,
From everyone
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Michael Burry on being investigated and audited when he called out the FED
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He waited for the +172,000% run in $NVDA before buying the stock just to be safe
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Never forget the time Chamath thought he had an edge on Buffett.
This should be in Smithsonian.
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In 1974, Warren Buffett had his worst year ever in terms of performance.
Berkshire Hathaway had lost -48.7% that year due to soaring inflation and oil prices. In November 1974, Buffett gave an interview with Forbes Magazine.
The advice he gave was timeless.
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If you get this joke, you’re probably a seasoned investor by now.
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S&P 500: +19%
S&P 493 : +6%
S&P 7: +71%
lol I love this year
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BlockFi said to be preparing for potential bankruptcy per WSJ.
Throwback to when the grifters were grifting. Pomp pomp the jam
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Big congratulation to $SNAP for reporting $40M in Adjusted EBITDA and paying themselves $350M of SBC.
VERY PROUD
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Intel is the same price as November 1998.
Longterm shareholders:
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Square buys AfterPay for $29B in 2021
Square Mkt Cap today: $27B
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Founder-led Stocks > Non Founder-led
Source: Bain & Company
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Where are we in the Economic Cycle you ask ?
Well sir, we’re still in the “hot nurses buying second homes” part of the cycle sir.
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$SNAP Management would once again like to thank our shareholders for financing our homes in the Hamptons and paying for diamond shoes for the mistress.
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Day in the life of an oilfield worker (for a change)
Mf eating burritos 7 days a week and saving 80% of his salary 😂
You escaped the matrix my son 🌯
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If you know who this is, you're probably a seasoned investor by now.
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The chicken we eat today is 4x larger than 60 years ago.
This is very bullish for Nvidia.
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BREAKING: Cathie Wood now expects 80% CAGR over next 5 years after $TDOC loses another 33%.
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Hey Dad, where are we in the economic cycle ?
Well son, this is the part of the cycle where we are making so much money that Dan Ives is dressed like a pills dealer in Ibiza.
Embarrassing
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Looking back at this video of Chamath from 2 years ago is so amazing.
" I want to be an instrument, like Berkshire, for the retail investors to help them close the inequality gap for themselves."
Yes, you've helped them so much sir.
$CLOV -91%
$DM -91%
$SPCE -85%
$OPEN -81%
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As if LinkedIn wasn’t annoying enough as it is , now I gonna worry about generic ChatGPT messages coming from under qualified people, great.
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$PLTR is up +231% YTD and no one has a f'kng clue what they do and I'm out here doing fundamental analysis
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$ Mkt Cap Losses YTD:
$MSFT -$825 Billion
$GOOG -$761 Billion
$AMZN -$719 Billion
$META -$695 Billion
$AAPL -$617 Billion
$TSLA -$494 Billion
$4.1 Trillion Evaporation
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Dividend bros losing -44% on Walgreens this year but talking about their 9% yield.
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BREAKING: The Oscar for Best Actor in a Drama goes to Bill Ackman for his role on Twitter Spaces this weekend.
Congrats Bill , Well Deserved !
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Nothing weird or alarming….just Mercedes-Benz soliciting their car owners to invest in their Unsecured Bond Notes looooool
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$ARM CEO says AI energy needs are not sustainable. By the end of the decade, AI data centers could consume as much as 20-25% of US power requirements. Today it's 4%
Also, one query with ChapGPT requires 2.9 watt-hours of electricity on average, that's nearly 10x as much as a
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In Q4 2019 $NVDA did $2.2B in sales
In Q4 2023 $NVDA expects $20B in sales
This is what happens when you cook at home instead of eat out
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THE NEXT WARREN BUFFET
THE NEXT WARREN BUFFET
THE NEXT WARREN BUFFET
THE NEXT WARREN BUFFET
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If you think you can't do something, just remember this guy manages $2.5B in AUM.
Anything is possible.
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You can literally just say anything in a podcast lol wtf is happening
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FAANNGM Final 2021 % Performance:
F $FB +25.06%
A $AAPL +37.21%
A $AMZN +4.63%
N $NFLX +15.22%
N $NVDA +124.27%
G $GOOG +67.43%
M $MSFT +54.49%
Lod have mercy.
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If you called that $SHOP would be down -60% in 90 days, please let me know so I can follow you for more investment advice.
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Apple Stock Buyback: $90.0 Billion
GDP of Sri Lanka: $81.9 Billion
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$NVDA
2018
Sales: $4.1B
SG&A/Sales: 26.7%
Net Income/Employee: $264,313
FCF/share: $1.15
PE: 50.4x
2024
Sales: $60.9B
SG&A/Sales: 18.6%
Net Income/Employee: $1,005,405
FCF/share: $10.83
PE: 51.1x
Oh yeah, total bubble.
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This man is really a gift to all.
Productive Vs Non Productive Assets
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The Lex Fridman interview with
@BillAckman
was excellent. Highly recommend.
I love General Ackman, and University Rambo Ackman but the real alpha with Bill is his investment acumen.
This 8 mins part about his investment in General Growth Properties during the GFC is my
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The -50%+ Club from Highs:
$BABA -54%
$MRNA -56%
$RIVN - 52%
$PDD -75%
$ZM -61%
$BNTX - 54%
$NIO -56%
$PLTR -62%
$CPNG -63%
$NET -53%
$TWTR -50%
$DOCU -54%
$ROKU -60%
$AFRM -53%
$PINS -63%
$CHWY -55%
$DKNG -65%
$PATH -56%
$HOOD -81%
$PTON -80%
$TDOC -74%
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@buccocapital
@ashwinibirla
How to make $130M , start with $25M of your « middle class » family’s money and put it all on a debt fuelled dying retailer.
Congrats young man. This is the way.
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Amazon’s earnings press release was 18 pages long. Within 10 secs of the earnings release, the stock was up 15% impacting 200B$ of mkt value. You’re not competing against other people’s emotions, you’re competing against emotionless algorithms.
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LOL “violating your fiduciary duty if you have no exposure to Bitcoin.”
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There’s a tanning level in finance that you should never go over , because once you do , you cause a bank run.
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#dogecoin
is up 55X since Jan 01 2021 and I'm out here doing fundamental research to find undervalued stocks 🤦♂️
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One of my favorite moments of 2023 was Jason Calacanis , Local Silicon Valley Parasite , telling the world how the middle class will lose all their bank deposits and then gets community noted and learns about the FDIC.
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FANG+ ex-cash P/E:
$FB 12.0x
$AMZN 28.6x
$AAPL 23.6x
$NFLX 15.1x
$NVDA 27.4x
$MSFT 24.6x
$GOOG 14.6x
FANG+ NTM FCF yield:
$FB 5.4%
$AMZN 3.1%
$AAPL 4.4%
$NFLX 2.4%
$NVDA 3.5%
$MSFT 3.6%
$GOOG 6.3%
Apparently, all the Macro Big Brains tell me it's a bubble.
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$SHOP is down -75% but only back to April 2020 prices.
Let that sink in.
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Does
@HindenburgRes
ever miss ?
I have so zero respect for permabears. They are a cancer, useless and definitely a mental disorder.
But I have huge respect for thoughtful, fact-based, rigorous research and putting your money where your mouth is.
These guys are exceptional.
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Some investors are probably worried that they hold $FB at 16x PE with 40B$ in FCF and 50% of the worlds population as MAU. Yet, they also buy CumRocket on margin. It’s a special world we live in.
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In 2012, JPM Initiated coverage on $FB Facebook. They projected 2020 Revenue of 29.9B$ for 2020.
Facebook ended 2020 with 85.9B$ in revenue in 2020.
DCF models are nice but understanding the bigger picture of a secular trend, in this case Mobile Advertising was more important.
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Average Stock in Russell 3000 is down -35%
Average Stock in Nasdaq is down -50%
Largest 10 US stocks are down -20%
With this in mind, -11% drawdown in S&P500 is masking the severity of this sell-off. Mkt already in Bear Mkt territory but without recession in sight.
Source: JPM
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What Raytheon and Lockheed Martin shareholders probably listen to every morning.
Coldest military speech ever 💀
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$SNAP Ah yes, the good ole "great quarter guys" but first let us sell our shares after earnings and
rug pull you a month later and say macro has deteriorated faster than anticipated.
Thanks for playing.
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Remember, you’re violating your fiduciary duty if you have no exposure to Bitcoin.
I don’t make the rules. 🤡🤡
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$ABNB lost 1/5th of its value in 4days after record earnings , beating guidance and positioned for the re-opening better than anyone.
This is rational.
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Stocks > $10B Mkt Cap
Down > 50%+ from 52-Week Highs
Results : (64 stocks) 🩸🆘
If you're a junior PM at a hedge fund, I would resign and start my own fund and buy any 25-30 of these names.
You might look like a genius in 3-5 years.
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$SNAP
+333M SBC
-248M Net Loss
DEAR SHAREHOLDERS, THANK YOU ONCE AGAIN FOR YOUR TRUST, THESE DIAMONDS ON MY BABY EAR AIN'T GONNA PAY THEMSELVES.
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