BehavioralBull @BehavioralBull
Behavioral psychologist; quality growth investor; CAGR: 31.84% since inception; Not investment advice; do your own research. Florida Joined August 2024-
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September 2025 Porfolio Update: Top 10 Holdings 1. NVDA: 7.74% 2. RKLB: 6.70% 3. TSM: 5.02% 4. ANET: 4.58% 5. META: 4.53% 6. SPOT: 4.38% 7. TSLA: 4.05% 8. PDD: 3.54% 9. GOOGL: 3.35% 10. CELH: 3.26% YTD: 19.18% Since inception: 28.73%/yr Miles walked this year: 1513
Fintwit's idea of sustainable growth. 😄
Phrenologist.
AGI will show us that "we" are more than our labor. Asking people, "What is your job?" will become an outdated question.
AGI will show us that "we" are more than our labor. Asking people, "What is your job?" will become an outdated question.
Why do people think they know where we're at in the cycle? No one knows.
Why do people think they know where we're at in the cycle? No one knows.
Proud of my home state rounding out the top 3 in terms of hard work. Go Big Red!
Proud of my home state rounding out the top 3 in terms of hard work. Go Big Red!
And here I thought that he only spent his time writing 300 page annual letters about how he underperforms the market. Glad to see how else he spends his time.
And here I thought that he only spent his time writing 300 page annual letters about how he underperforms the market. Glad to see how else he spends his time.
I can't wait for David Senra's @FoundersPodcast new podcast. I'm used to him studying the great (mostly) dead founders. Now, I'll get to learn from the living successes.
I can't wait for David Senra's @FoundersPodcast new podcast. I'm used to him studying the great (mostly) dead founders. Now, I'll get to learn from the living successes.
I voted. Have you?
Such an amazing shot!!
He was correct about so much and taken far too soon. RIP, @charliekirk11.
He was correct about so much and taken far too soon. RIP, @charliekirk11.
August 2025 Porfolio Update: Top 10 Holdings 1. NVDA: 7.45% 2. RKLB: 7.00% 3. META: 4.69% 4. ANET: 4.42% 5. SPOT: 4.41% 6. TSM: 4.28% 7. CELH: 3.67% 8. CNSWF: 3.36% 9. PDD: 3.32% 10. AMZN: 3.26% YTD: 15.66% Since inception: 28.53%/yr Miles walked this year: 1252
This guy presents the truth about kids, parenting, and life. Do yourself a favor and check it out.
This guy presents the truth about kids, parenting, and life. Do yourself a favor and check it out.
July 2025 Porfolio Update: Top 10 Holdings 1. NVDA: 7.89% 2. RKLB: 6.85% 3. META: 5.03% 4. TSM: 4.67% 5. ANET: 4.21% 6. SPOT: 4.07% 7. CNSWF: 3.72% 8. AMZN: 3.44% 9. PDD: 3.11% 10. MSFT: 2.94% YTD: 11.82% Since inception: 28.18%/yr Miles walked this year: 1066
Do you listen to earnings call for entertainment? Neither do I.
Do you listen to earnings call for entertainment? Neither do I.
In 1997, Buffett warned about overpaying for great businesses, even Berkshire---which was about $40,000/share. Mark Leonard is doing something similar here. I am long $CSU and $TOI. I believe both companies will beat the market over the next decade.
In 1997, Buffett warned about overpaying for great businesses, even Berkshire---which was about $40,000/share. Mark Leonard is doing something similar here. I am long $CSU and $TOI. I believe both companies will beat the market over the next decade.
That's a smooth criminal.
That's a smooth criminal. https://t.co/pGxsyM4wh0
If you had the opportunity to live in a country without juries, you wouldn't. Don't pretend otherwise.
If you had the opportunity to live in a country without juries, you wouldn't. Don't pretend otherwise.
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i/o @avidseries
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