+6.0%return · 30D
$1,000 follows their calls into $1,060
VT $977
Sep 22Oct 19
- Win rate
- 55%
- Streak
- 1close
- Best call
- No call read in the last 30 days
Track record building
- Peak #40
- 2 ranked closes
Basket now
3 positions · Oct 19- VLRS2%
$1,000 follows their calls into $1,060
Laputa@fcfyplusg$sbux above 100 was insane, it’s still stupid expensive.
Laputa@fcfyplusg$Axp’s multiple has always perplexed me -Lead position in a mature oligopoly -Significant barriers to entry -~Low credit risk -Grows w wealthy consumers -RoE >30% Insane that it always trades at a below market multiple. Maybe just bc “it’s a financial” 🤷♂️
Laputa@fcfyplusgIt blows my mind that https://t.co/55vMG8r9Qp isn’t at 15/sh minimum
Laputa@fcfyplusgUnless you think oil will be >100bbl in 18 months VLRS is a great close-your-eyes long at 6.5/sh
Laputa@fcfyplusg$amrz is absurdly cheap below 40/sh. Am I missing something? How does this not work from here?