WriteDownCapital @WriteDownCap
Equity analyst. Where goodwill goes to die. Not investment advice. Looking for a new💺 United States Joined July 2019-
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Statistically retarded “got ‘em!” and shocked how many people are upvoting this. 1-year correlations are the only ones that should be used. 5-yr observations have 4-yr overlap with the prior observation, 10-yr observations have 9-yr overlap with prior… of course R^2 will…
Statistically retarded “got ‘em!” and shocked how many people are upvoting this. 1-year correlations are the only ones that should be used. 5-yr observations have 4-yr overlap with the prior observation, 10-yr observations have 9-yr overlap with prior… of course R^2 will…
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WriteDownCapital retweeted
Had an interesting conversation last night with a CTO of a public internet company regarding AI coding. He's not seeing it. I was shocked and tried to dispute him. These were his rebuttals: (1) AI is great for making a demo or MVP. End users like me may think its…
Wen market top tho
Great DD from @MinusCherry on $CPRT $RBA market share dynamics and potential fraud at Copart Meanwhile…
Great DD from @MinusCherry on $CPRT $RBA market share dynamics and potential fraud at Copart Meanwhile… https://t.co/Ay6p9evUYS
$ODP gonna be a sweet short come Monday
$ODP gonna be a sweet short come Monday
$CNM yikes on that resi end market revision to -low double digit vs flat prior… implies a terrible 2H25. Also bad for new housing starts as resi lot development weakness lead the builders $LEN $DHI $PHM $FERG
I stand corrected, Men’s tennis is in good hands for the next 20 years
I stand corrected, Men’s tennis is in good hands for the next 20 years
WriteDownCapital retweeted
If it weren’t for 𝕏, I never would have heard of Iryna Zarutska. Fuck legacy media.
Men’s tennis will continue to be 🔥 for the next 10+ years as these two keep one-upping each other @carlosalcaraz @janniksin
Men’s tennis will continue to be 🔥 for the next 10+ years as these two keep one-upping each other @carlosalcaraz @janniksin
Better late than never!
$CPRT ok numbers this quarter but declining inventory assignments probably implies mid single digit service revenue growth at best. Comps also get pretty tough over the next two quarters. Progressive gaining share means more volumes moving away from Copart towards $RBA … at 28x…
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