@Greenbackd

Founder, https://xitter.cf/t.co/rjHtXEy6u0 | $ZIG & $DEEP ETFs | Author, Crash Test Dummy (https://xitter.cf/t.co/vHDN50LG3m)

 Los Angeles, CA 🇺🇲🇦🇺🦘
acquirersmultiple.com
Joined February 2009
  • Tweets24.1K
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  • Followers72.1K
2.8KMedia
My new book Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom) is now available via link.amazon/B07zdfXv7

Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom)

Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom)

amazon.com
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Tobias Carlisle retweeted
Global_Macro
@Marcomadness219h
AI bubble across the entire infrastructure stack
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Tobias Carlisle retweeted
Sonu Varghese
@sonusvarghese20h
The dot com bubble didn’t end in an across the board bust … it ended with rotation Wrote about this here 👇 xitter.cf/sonusvarghese/status/2…
Bespoke
@bespokeinvestOct 24
An often overlooked aspect of the Dot Com Crash is that stocks not tied to the Internet and mobile buildout did quite well for a long stretch. From the end of 1999 to the end of 2001, the S&P 500 Equal Weight index not only didn’t fall, it was up 5%. $SPY $RSP
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– at Palos Verdes Estates, CA
Bespoke
@bespokeinvestOct 24
An often overlooked aspect of the Dot Com Crash is that stocks not tied to the Internet and mobile buildout did quite well for a long stretch. From the end of 1999 to the end of 2001, the S&P 500 Equal Weight index not only didn’t fall, it was up 5%. $SPY $RSP
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Good color. – at Palos Verdes Estates, CA
Eliant Capital
@eliant_capital17h
Last week was a historic one for the “shit no one owns” going up while the “shit everyone owns” went down
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Expectations are at all time highs. – at Rolling Hills, CA
Kantro
@MichaelKantro21h
Happiness = Outcome - Expectations Stocks usually perform best when positive surprises lead to increases in expectations. Broadly speaking, “riskier” stocks lead on the way up, and underperform on the way down. Happy Sunday!
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Don't overypay for growth.
JabroniCoin.USD@TheBenSchmarkAug 25
"It’s hard to overcome a high starting multiple, even when future growth is robust. The average 50x multiple stock underperforms, even when you only sample companies that also delivered at least 20% p.a. growth" Source: HOLT
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– at Rolling Hills, CA
Peter Berezin
@PeterBerezinBCAOct 24
Depreciation and amortization expenses for the five hyperscalers are set to reach $590 billion in 2029. This is likely to exceed their combined operating profits in 2026.
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Everyone worries about value traps. @Greenbackd Tobias Carlisle thinks investors should worry about quality traps too. We discuss: • Buffett + Sun Tzu • avoiding ruin • why Kelly can mislead investors • Buffett's misunderstood deals • why Toby has changed his mind on quality • AI: great technology ≠ great investment A really enjoyable conversation with a serious value investor. 🎧 Behind the Balance Sheet #64 behindthebalancesheet.com/po…
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$RSP > $SPY since October 7th. While this persists, small, mid, value and cyclicals outperform.
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This week in value: How Warren Buffett Keeps Score (Kingswell) Nick Kirrage: Opportunities in the narrow market’s blind spot (IW) Warren Buffett’s Small-Cap Value Strategy for Today’s Investors (CFA)
Acquirer’s Multiple®
@acquirersxOct 22
Weekly Investing Roundup – News, Podcasts, Interviews (10/23/2026) Read the full roundup here
: acquirersmultiple.com/?p=558…
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I felt it. – at Palos Verdes Estates, CA
Nick Timiraos
@NickTimiraosOct 22
Thursday's 10-year Treasury yield decline of 0.193 percentage point (to 4.952%) is the largest single day yield decline since March 10, 2023, which is the day Silicon Valley Bank failed.
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Analysts' forward earnings estimates just aren't reliable.
Peter Berezin
@PeterBerezinBCAOct 22
Remember, by time that analysts start cutting earnings estimates for tech stocks, the stocks have usually already fallen a lot.
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Something's happening.
Astoria
@AstoriaAdvisorsOct 22
Another day, another cycle high in CCC vs BB spread.
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$NFLX FCF yield at 3.89%. Over the last 20 years was only higher in 2011.
Barchart
@BarchartOct 21
BREAKING 🚨: Netflix $NFLX now underperforming the Nasdaq 100 $QQQ by the largest margin in 4 years 📉 📉
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Home sales frozen.
Amy Nixon
@texasrunnerDFWOct 20
Pending home sales fell to a record low in September: Lower than during a global financial crisis Lower than when the entire country was on lockdown for a deadly pandemic
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youtube.com/live/L7AzzBmlRms

The Market Will Crash. That’s Not a Prediction.

* For educational purposes only *Value: After Hours is a podcast ...

youtube.com
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Brew Markets
@brewmarketsOct 20
Anthropic recorded a net loss of $80.7 billion in the first half of 2026, per WSJ.
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High concentration cuts both ways.
Bespoke
@bespokeinvestOct 20
Today was the strongest breadth day for the S&P 500 (+304), yet the S&P 500 wasn't even up 30 bps.
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Shiller P/E might already be at an all time high.
David Trainer@theRealDTrain37Oct 20
Hidden interest expense from off-balance sheet debt is over $230 billion or 9% of aggregate S&P 500 GAAP earnings. That puts the Shiller P/E ratio at an all time high of 45.3. Full report (free) here: newconstructs.com/sp-500-ear…
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From 1994 to 2000 the S&P 500 gained 49% against the equal-weight version. From 2015 to 2026 the S&P 500 gained 44% against the equal-weight version.
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