Jay @incrementalROI

"The money money makes, makes more money" - Ben Franklin. Striving for equanimity and clear headedness | Not investment advice Joined May 2018

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369
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Jay @incrementalROI

3 days ago

Zero credibility until he tweets something bullish. Tunnel vision. Of course if he ever does that’ll be the ultimate top.

Marko Kolanovic @markoinny

4 days ago

Zero credibility until he tweets something bullish. Tunnel vision. Of course if he ever does that’ll be the ultimate top.

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@S_curvecap & bigger picture the narratives that come with these moves are the issue. There is rarely a middle ground anymore for so many names. Something is great or it’s dead. Everything turns into a terminal value debate off of marginal changes in fundamentals

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Jay @incrementalROI

a week ago

This guy must be so much fun at parties

Marko Kolanovic @markoinny

2 weeks ago

This guy must be so much fun at parties

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Jay @incrementalROI

2 weeks ago

These guys seem to know their semi sh*t, but I can’t verify that because information like this isn’t that accessible to a layman. (I do get the key takeaway about CUDA)

SemiAnalysis @SemiAnalysis_

2 weeks ago

These guys seem to know their semi sh*t, but I can’t verify that because information like this isn’t that accessible to a layman. (I do get the key takeaway about CUDA) https://t.co/pF42D7Zoji

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Jay @incrementalROI

2 weeks ago

Don’t know about you but the present value of all of my future cash flows until the end of time became more highly valued this morning even though I already expected a 25bp cut next month.

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Jay @incrementalROI

a month ago

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Jay @incrementalROI

a month ago

I feel like I’m losing my fkng mind on a daily basis. Bad news comes out on TSLA… +3%. PLTR up every day. Handful of others up every day. Everything n else trades heavy.

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Jay @incrementalROI

a month ago

Just so I'm clear, FI's 2025e EPS has increased ~4% from 2H23 expectations but generally held steady. And the stock has >doubled and then collapsed 40% in over that timeframe (~ 2 yrs). What are we doing here Mr. Market (read: pod shops)?

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Jay @incrementalROI

a month ago

The perfect gif for TSL@ skeptics

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Jay @incrementalROI

2 months ago

Ying Yang Twins definitely hittin’ the whisper song.

Danny Ocean @DannyOcean555

2 months ago

Ying Yang Twins definitely hittin’ the whisper song.

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Jay @incrementalROI

2 months ago

One basket of + momentum I track has compounded at 35% the past 3 yrs. The neg momentum basket has returned 3.6% annualized. If you have even a shred of contrarianism in you you're dead unless you time each out of favor name absolutely perfectly.

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Jay @incrementalROI

2 months ago

🤯

Massimo @Rainmaker1973

2 months ago

🤯

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Jay @incrementalROI

2 months ago

Marko Kolanovic @markoinny

2 months ago

https://t.co/6j6FrOPxsg

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Jay @incrementalROI

3 months ago

I awoke last night in a cold sweat. I had just dreamed something happened. But my nerves immediately calmed when I reminded myself: "That was just a dream. Nothing ever happens."