Equity Analyst and Investor. Hunting for exceptional businesses. In-depth research available at https://teapawt.net/t.co/EYY5FlJWvd.
Ohio
Joined December 2021
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Brandon Dietz retweeted
TIKR is hiring! We're looking for someone to lead our content efforts for our growing community of 300,000+ investors.
I'll work closely with you and we'll nerd out on all things investing / finance!
More about the opportunity below.
(Appreciate any likes/RT for visibility)
Brandon Dietz retweeted
Good news from professional remodelers:
Professional remodeling project completions picked up to +2% YOY in 4Q23 after a flat 3Q23.
Most remodelers now expect a stronger 2024. They see lower rates, better product availability, and more homeowners remodeling instead of moving.
Brandon Dietz retweeted
1/4 These comments from FOMC member Waller, one of the most influential FOMC members and seen as one of the most hawkish members, illustrates why a soft landing could super charge the stock market.
Brandon Dietz retweeted
🚨 Disruptor’s Week Ahead for Nov 27🔥
MON:
▪️ $ZS
▪️ “Cyber Monday” 🛍️
TUE:
▪️ $CRWD $WDAY $SPLK $AZEK ☁️
▪️AWS Conference $AMZN
WED:
▪️B- $FL $DLTR $WOOF $HRL 🛒
▪️AH- $OKTA $SNOW $CRM $SNPS $FIVE $LZB
▪️Mester keynote speech 🎤
THUR:
▪️B- $ASO $BIG $KR
▪️AH- $MRVL $ULTA $AMBA $IOT 🤖
▪️PCE Inflation
▪️Tesla Cybertruck event $TSLA
▪️Williams speech 🎤
▪️Climate Summit COP28 starts $XOM $CVX $SHEL $BP
FRI:
▪️Barr, Goolsbee & Powell speak 🎙️ 🤯
▪️EV Delivery updates $NIO $RIVN $FSR $LCID
▪️Macau gross gaming 🎰 revenue report $LVS $WYNN
▪️Monthly update Class 8 Truck Orders $PCAR 🚛
▪️ $HON Roundtable discussion 🗣️
❤️ this❓
🙏 SHARE to Support your @DisruptorStocks 👊
Brandon Dietz retweeted
Peter Lynch on regional monopolies and why owning a boring rock pit can be a safer investment than a jewelry business.
From One Up On Wall Street
Brandon Dietz retweeted
"The only trait shared by all of the best investors that I know is that they let their winners run... This is true of the best deep value investors and the best aggressive growth investors - they all let their winners [run]".
gavin-baker.medium.com/lesso…
Brandon Dietz retweeted
Investors need to pick their poison:
Tweet about companies that everyone knows and love and grow your social media page for validation.
or
Tweet about boring obscure companies and get no engagement but make a lot of money in the stock market.
Brandon Dietz retweeted
"Great quarter guys!"
“When you’re not working, what do you do to de-stress?” Morgan Stanley analyst to $SIVB CEO on TUESDAY.
Brandon Dietz retweeted
Say what you will about $SPOT having competition, but the App Store certainly speaks to the consumer’s preference.
Brandon Dietz retweeted
They potentially blew up in the only way that is left...a wrong way rate bet with massive duration. The HTM portfolio of $91 billion has disclosed MTM losses of $15 billion at year end that are far higher today. If they can't fund through this, then these losses will be crystalized and not HTM (which we both likely agree would be par paper but its MBS at 180 bps). If you get 10-30 billion of withdrawls from depositors they are at the window and then is the fed really going to lend against this MBS at a 0 haircut? I think not. The issue is WAY bigger than the AFS losses.
