Ralph Verdugo @ralph_verdugo

Joined February 2014

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Koyfin @KoyfinCharts

2 weeks ago

Bill Ackman's Pershing Square released an investor update that covered commentary on Pershing's holdings, which include $GOOGL Alphabet, $AMZN Amazon, $CMG Chipotle, $NKE Nike, $UBER Uber, and more. Here are 8 interesting highlights:

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The Kobeissi Letter @KobeissiLetter

2 weeks ago

It's official: For the first time in 2025, the Fed just cut interest rates by 25 basis points and "blamed" a weaker labor market. Immediately after, the US Dollar fell to its weakest level since February 2022. What's coming next? Let us explain. (a thread)

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The Long Investor @TheLongInvest

2 weeks ago

You don’t need to have the highest IQ or to be the best investor on the planet You just need to be ahead of the masses Buying at Wave 2 support is how you do that.

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The Money Cruncher, CPA @money_cruncher

2 weeks ago

You could make $100,000/year and pay $0 in taxes. This is because the tax code is created for investors, not regular workers. Here's how it works (and how you could live tax-free):

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Gary Black @garyblack00

2 weeks ago

Here are how the Mag 8 rank on P/E, 2026-30 EPS growth, and 2025 P/E/G. $META remains the cheapest of the Mag 8 on both P/E and P/E/G despite being up +31% YTD. $AVGO has been the biggest gainer +56% YTD. $AAPL is down the most -6% YTD.

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Shay Boloor @StockSavvyShay

2 weeks ago

15 STOCKS THAT SCALE WITH $NVDA AI ENGINE 1. $TSLA leads physical AI deployment, aligning with Jensen’s vision of agentic systems that move, act & reason in the real world. 2. $AVGO bridges compute, memory & IO with custom silicon -- enabling the low-latency integration…

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Jake Wujastyk @Jake__Wujastyk

2 weeks ago

WEEKEND HOMEWORK ASSIGNMENT: THIS IS VERY IMPORTANT! THIS IS ONE OF THE BIGGEST MISTAKES I SEE PEOPLE MAKE IN MY COMMENTS (making a mistake is not a problem at all, but I want to share why it is a mistake and how to fix it)! THIS IS A MUST READ FOR YOU TO CHANGE HOW YOU LOOK AT…

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Eric Wu @ericwu01

3 weeks ago

Rejoining the Opendoor Board alongside @rabois and @CanadaKaz. In the beginning of 2022, I wrote the narrative (below) about the future of Opendoor and now, more than ever, do I believe it is time to deliver on our mission.

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Brent @brent_e_trader

3 weeks ago

$UNH This is what I studied, practiced, and was tested on in college and graduate school. This is what is taught at MBA school. Some of you may not have even heard of discounted cashflow analysis, and I'm giving away the answer for free. You're welcome.

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The Money Cruncher, CPA @money_cruncher

3 weeks ago

The IRS has a rule that can wipe out taxes on investment gains overnight. Here's how the step-up in basis can save your family thousands of dollars of taxes:

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Mark the financier @financiermark

3 weeks ago

Everything is moving according to plan. Today’s jobs report shows a weakening labor market, and at the same time, we’re seeing signs that inflation could start to accelerate. That puts us in a stagflation environment, which gives the Fed a clear reason to hold rates where they…

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The Kobeissi Letter @KobeissiLetter

3 weeks ago

This is absolutely insane: The US just revised the June jobs report lower for a SECOND time for a total of -160,000 jobs. Now, the US has officially LOST -13,000 jobs in June, the first negative month since July 2021. What just happened? Let us explain. (a thread)

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Kurt S. Altrichter, CRPS® @kurtsaltrichter

4 weeks ago

TOMORROW IS THE MOST IMPORTANT JOBS REPORT OF YOUR LIFE SO READ THIS 🧵

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Palantir @PalantirTech

4 weeks ago

Launching today. workingintelligence.ai

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The Long Investor @TheLongInvest

a month ago

Monthly Reminder of how Price Action works. Every Wave 2 and Wave 4 will test you. A pull back can not exist without some levels of fear and it is typically at the expense of Retail Investors who are unsure of what they are holding = Lacking conviction.

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Codie Sanchez @Codie_Sanchez

a month ago

You want to get rich... build relationships with people in finance. They understand the game of money. 7 acquisition terms you should know to speak their language:

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Julian Klymochko @JulianKlymochko

a month ago

Hey @grok, what is the expected return when you buy the S&P 500 at 5.3x book value?

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Felix Prehn 🐶 @financefelix

2 months ago

Everyone missed it. Alex Karp just showed his buy list. And it’s hidden in Palantir's earnings deck. We’ve reverse-engineered why he’s picked these companies into a simple formula to help you learn how to invest into companies. Here’s what it is:

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The Money Cruncher, CPA @money_cruncher

2 months ago

Married couples can withdraw $128,200 from investments and pay $0 in federal income taxes in 2025. This is like earning a $170,000/yr pre-tax salary. Here's how it works:

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Next 100 Baggers @Next100Baggers

2 months ago

🚨 $OSCR Q2 was a disaster on paper. Revenue miss. EPS collapse. 91% MLR 🤯 But let’s break down what really happened and whether $OSCR is broken or misunderstood. A thread for serious investors 🧵👇