Cup of Coffee Capital @cupofcoffeecap
Come for the actionable insights, stay for the self actualization. cupofcoffeecapital.substack.com Joined December 2022-
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What kind of bs clickbait is this? Another low-rent post spinning a routine, with baseless rhetorical questions and vomit emojis to stir the pot. Pluralizing “insiders” is misleading to fuel FUD, while tagging unrelated tickers in lazy algorithm-gaming for clicks like fashion,…
What kind of bs clickbait is this? Another low-rent post spinning a routine, with baseless rhetorical questions and vomit emojis to stir the pot. Pluralizing “insiders” is misleading to fuel FUD, while tagging unrelated tickers in lazy algorithm-gaming for clicks like fashion,…
This is a great piece of propaganda. To point out a couple of matters, they pivot from talking about hemp derived CBD (which is already federally legal) to then pivoting & broadening out, in a sneaky, seamless transition in a motte-and-baily style, to saving $64B if cannabis is…
This is a great piece of propaganda. To point out a couple of matters, they pivot from talking about hemp derived CBD (which is already federally legal) to then pivoting & broadening out, in a sneaky, seamless transition in a motte-and-baily style, to saving $64B if cannabis is…
Got em good
$MBC
It’s one thing to read about a phenomenon but another to be able to identify it in real time. Today’s phenomenon is called psychological reactance. What makes such behaviors interesting, in part, is that the person engaged in them will practically never attribute their behavior…
It’s one thing to read about a phenomenon but another to be able to identify it in real time. Today’s phenomenon is called psychological reactance. What makes such behaviors interesting, in part, is that the person engaged in them will practically never attribute their behavior…
Why has this account been silent during this whole Tylenol fiasco? Wouldn't this be their time to shine, I don't understand?
Why has this account been silent during this whole Tylenol fiasco? Wouldn't this be their time to shine, I don't understand?
The problem with objectively stupid & disingenuous behavior is that people aren't largely objective, they're subjective. Which means this sort of propaganda, spin & rhetoric will resonate with a meaningful percent of people. Even if that percentage is a minority, it doesn't mean…
The problem with objectively stupid & disingenuous behavior is that people aren't largely objective, they're subjective. Which means this sort of propaganda, spin & rhetoric will resonate with a meaningful percent of people. Even if that percentage is a minority, it doesn't mean…
You also can't have any down years for such a model to hold true. Ultimately, I can appreciate what he's saying and it gets people thinking in the right direction. However, the below imagery demonstrates the difficulty of such models & is why many advocate for passive investing.
You also can't have any down years for such a model to hold true. Ultimately, I can appreciate what he's saying and it gets people thinking in the right direction. However, the below imagery demonstrates the difficulty of such models & is why many advocate for passive investing.
What's insane is thinking that such a chart is appropriate. The chart is fundamentally flawed and misleading for several reasons. I'll just say that the orders of magnitude are off, overlaying the Nasdaq's 2023-2025 range with the 1998-2001 range on a normalized scale distorts…
What's insane is thinking that such a chart is appropriate. The chart is fundamentally flawed and misleading for several reasons. I'll just say that the orders of magnitude are off, overlaying the Nasdaq's 2023-2025 range with the 1998-2001 range on a normalized scale distorts…
$CBWTF Q3 Outlook. Path to Positive Working Capital & Strong Net Income. open.substack.com/pub/cupofcoffe…
You've heard of greenwashing, it looks like "American-washing" is coming into vogue.
You've heard of greenwashing, it looks like "American-washing" is coming into vogue.
Notice the difference in attitude compared to other CEOs, like Michael A. DeGiglio of $VFF, who made this lovely remark: "Well, Doug, my mom always said, 'If you can't say anything good, don't say anything at all.' So I'd rather not talk about our competitors."
Notice the difference in attitude compared to other CEOs, like Michael A. DeGiglio of $VFF, who made this lovely remark: "Well, Doug, my mom always said, 'If you can't say anything good, don't say anything at all.' So I'd rather not talk about our competitors."
Since $GLASF (@GlassHouseBR) refuses to help better clarify matters, I'm turning towards the Twitterverse for such answers. I emailed $GLASF to inquire about what variables go into the cost of production. The response I got was: "As for what is factored into cost of…
Interesting🤔
On a tangentially associated but still relevant note, this post made me think of Michael Mauboussin's (@mjmauboussin) commentary on what makes markets inefficient. Lack of Diversity (Homogeneity): When investors share similar perspectives, models, or information sources,…
On a tangentially associated but still relevant note, this post made me think of Michael Mauboussin's (@mjmauboussin) commentary on what makes markets inefficient. Lack of Diversity (Homogeneity): When investors share similar perspectives, models, or information sources,…
On a daily basis, I see people talk about how junk stocks are leading the rally or how the Mag 7 is absorbing all the fund flows. I know it's a narrative violation but I can't help but think that these are often copout excuses for people underperforming the market. Here's 20 S&P…
On a daily basis, I see people talk about how junk stocks are leading the rally or how the Mag 7 is absorbing all the fund flows. I know it's a narrative violation but I can't help but think that these are often copout excuses for people underperforming the market. Here's 20 S&P…
Every investor should understand this
Raise $10M seed. Put in a 4.5% yield checking account. 3 days later tell investors “we’re at a $450K run rate.” They give you another $50M. 3 days later tell investors, “you’re not going to believe this but we’re at a $2.7M run rate” Repeat until you IPO.
Talk about an ironic self-own that backfires by implicating themselves. By saying, "Just as uncritically as you have considered that you are fraught with endowment bias and can't think straight," they directly compare their own critical approach (or lack thereof) to Jerry's,…
Talk about an ironic self-own that backfires by implicating themselves. By saying, "Just as uncritically as you have considered that you are fraught with endowment bias and can't think straight," they directly compare their own critical approach (or lack thereof) to Jerry's,…
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