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The stock market is my favorite because it’s auction driven, creating wild price swings. For example, is $SHOP really 20% better today than yesterday? It’s up 20% today. Or whatever stock you own that’s up today. In private markets, it’d be nearly impossible to buy something

I am officially renaming Trumps book: From: “The Art Of The Deal” To: “The Art Of The Reciprocal Trade Deal” Not only does it sound better, it’s worth more since it has more letters. 🌹

So, after all that, we are more or less flat for the week. Thanks for playing, very entertaining, come back again soon. 🌹

You don’t need a high IQ to be a good investor. Civilized people don’t buy nonproductive assets.

My thoughts on Trump’s 90 day tariff pause: Trump just paused tariffs for 90 days on most countries but raised them on China to 125%. First, leverage. Last week, Trump imposed new tariffs, 10% for most, up to 104% on China. That set the stage. Now this pause shows he’s open to

Doesn’t matter who can endure what, it’s not going to come to that, China will negotiate!

You can buy a great business, a monopoly with strong management and a durable edge, and still end up with a poor investment if you overpay. Too many people obsess over what they’re buying and not enough about the price. Remember: price is what you pay, value is what you get.

My thoughts Jamie Dimons interview, treasuries, currencies, China and more: There’s a lot of noise about China selling US treasuries to pressure Washington. On the surface, it sounds like a slick power move, dump those bonds, twist the US arm. But dig deeper, and it’s a mess.

This is exactly my kind of investing, making one correct buying decision!

Recently there has been a lot of chatter on here about Hermès $RMS & $LVMH $MC, both dominate luxury, but one is a far more efficient, cash generative, and a better more valuable business. Let’s compare through the lens of margins, cash flow, ROIC, and why the market gives $RMS

If I had to own only one ( $NVDA OR $COST ), I’d go with Costco, and here’s why: It’s built to survive anything. Recessions, inflation, shifting tech cycles, Costco just keeps quietly printing money. That membership model is genius. People pay to shop there. Retention is off

Been looking at $TTD under $50.

Remarkable statistic

Netflix $NFLX vs. Spotify $SPOT, which is the better business? Both are leaders in streaming, but one has built a profitable, scalable machine, and the other is still catching up. 1. Profitability is a huge difference. Netflix has been consistently profitable for years.

$NBIS 🧵 A deep dive into CEO Arkady Volozh Read on to learn how the past can be a useful study of what the future of this largely unknown company could look like in years to come

People say $HIMS is like $NFLX, but that’s not quite right. $NFLX produces its own proprietary content, which gives it pricing power, better margins, stronger returns on capital, and a defensible moat. $HIMS, on the other hand, doesn’t make its own medicine. It sells generics

A beautiful headline for any sensible investor