
Professional trader turned long term investor. I buy great companies at great prices and never sell them. Leading growth & partnerships at @stock_analysisx
Burlingame
Joined October 2023
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- Following102
- Followers584
- Likes6.8K
I wish $COST and Trader Joes offered curbside pickup.
It is one of the things I miss about living in ATX. Curbside pickup at H-E-B was 🔑
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Adjusted EPS was $0.33 against a $0.25 estimate, a 30% beat. Revenue was $736.0M against a $651.4M estimate, a 13% beat, but down 0.5% from a year earlier.
$TTD
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Q3 2026 was weak year over year but well ahead of management's own guidance. Revenue was $736M, flat (down 0.5%) from $739M a year earlier, against guidance of at least $650M. Adjusted EBITDA was $266M against guidance of about $160M. Profit fell sharply, and Q4 guidance of at least $755M in revenue sits above the pre-report analyst estimate of $692M.
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Anthropic launches Claude Fable 5.2 and Mythos 5.2 at 20% lower prices as its IPO nears.
$ANT
stockanalysis.com/news/anthr…
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A really good listen from @neilpatel and @ericosiu on Marketing School breaking down what they think the market got wrong about Alphabet.
$GOOGL
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We are starting to make some nice forward progress with our newsroom.
One piece of feedback we've received is that users are a little tired of seeing a headline they want to read, clicking the link, and then getting pushed off-site, where they're either hit with a paywall or a bunch of ads and opt-ins that make it hard to even read the news.
So, a few months back, we launched a pilot program around writing our own news, where people can stay on the site to consume the news.
At the moment, we have four great writers, but we'll likely continue to add one here and there when we come across great people.
*We also continue to feature news from partners across the site.
Every day I wake up to at least one site I use daily that YOLO’d an entirely new layout overnight, and now I have no idea where anything is.
Can we please stop lol.
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Today is a good reminder that finding logical, asymmetric ideas at decent entry points is the easiest part of being a trader or investor. The hardest part is knowing when to exit.
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It's not all that often that you actually make money fading Elon.
I'm sure over the next 30 years of this AI filled life, I'll give it all back in subscriptions and tokens as a user of Cursor, Grok Bot, Starlink and X...
Strange times of being a user of Cursor, Grok Bot, Starlink, and X and being short $SPCX against everything I have long.
Elon always gets the last laugh. Use all of his products, and lose money on the stock.
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I take the finasteride and minoxidil 2 in 1 pill from $HIMS. Back in 2023 while still living in Austin and working as an equity trader, I noticed my hair was receding quickly (runs in the fam a bit) and an ungodly amount was falling out in the shower. I hopped on the bandwagon, and it worked with no personal side effects (that I know of). My hair grew back, and I don’t lose much anymore. Having such a tough year in markets in 2022 really stressed me out so I’m sure that also played into it. Nothing wrong with losing your hair, but wanted to see if taking finasteride and minoxidil would work, and it did. I’ve always preferred pills vs creams as it’s easier to make a habit and takes less effort (same goes for creatine pills instead of powder).
$HIMS is now offering the total package for men...
- Hair Regrowth
- Weight Loss
- TRT
- ED
2.9 million subscribers, with growth reaccelerating.
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Revenue per employee ⤵️
pretty cool list!
$APP is rather impressive.
How much revenue can one employee really generate?
For some publicly traded companies, the answer is MILLIONS of dollars every year.
I went digging through the financials and found 10 businesses generating some incredible revenue per employee figures.
A few of these numbers genuinely surprised me.
Let's take a look:
1/ AppLovin | $APP
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Apple unveils new MacBook Pro with touchscreen and M5 chips stockanalysis.com/news/apple…
$AAPL
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Doctors, PAs, and nurses want to use OpenEvidence more during appointments, but there’s still this weird expectation that medical professionals should just know everything (and honestly, their level of knowledge is incredible). Instead, they often just go off their knowledge, point their screens away from you, or leave the room to “cross check” with someone (open evidence) else.
I’m very pro-prompting in the medical field… it does feel strange though.
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Ever wondered how political campaigns get around the TCPA?
They use software that lets volunteers click “send” on texts one at a time instead of having them sent automatically. Same mass texting, but with a human clicking the button to help sidestep the rules… 😴
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