Centaurix Capital (@centaurixcap) 's Twitter Profile
Centaurix Capital

@centaurixcap

I work in Strategy and M&A and I like to invest

ID: 1475672662705770497

calendar_today28-12-2021 03:43:54

192 Tweet

26 Followers

206 Following

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$Goog $googl posts impressive earnings 2 quarters in a row but gains are consistently erased. Is this because of DOJ risk? Market seems to maintain gains on news for other MAG7. I added some at these levels

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Watching shitcos and crypto skyrocket is the worst. At what point is a broken market the actual market. Too bad I can't convince myself to make these kind of investments. Maybe I'd be richer if I could but I don't know if I'd feel better or worse about it

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Identity politics is a crisis. My For You feed is littered with politics and I can't seem to get rid of it. Bring me back to peak Fintwit

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US companies aren't even subtle about their government lobbying efforts anymore. The explicit pandering to the incoming administration looks backwards to the drain the swamp mentality it used to advertise. Is the path to alpha to invest in Trump's new friends? $Meta bull?

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Not sure why the market doesn't appreciate $noa.to $noa. The valuation keeps getting cheaper as the business executes. CAD performance is weaker than expected, but offset by strong AUS. With Canada moving more nationalist, mining/energy production should only increase

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"All I'm looking for is something that is financially fat". Great reminder to not sweat the small stuff. Make obvious buys. No point in stressing about buying at $150 instead of $152 if the value is phat

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Added a bit to $GOOGL. There's been constant doom and gloom on search for years but I think cashflows still have runway. No one has monetized AI well yet, and I wouldn't write off Google's capabilities and other bets. Sundar needs to change or get changed though.