Compound everything
@compoundet.bsky.social
We love markets and each other
Everything compounds
https://youtube.com/playlist?list=PLT0wRfKZIXMq1gRsfXTMGdf1DkRWczLZ9&si=m-xl84H9IEpR7SJb
Everything compounds
https://youtube.com/playlist?list=PLT0wRfKZIXMq1gRsfXTMGdf1DkRWczLZ9&si=m-xl84H9IEpR7SJb
I don’t believe in forever stocks
December 24, 2024 at 12:41 AM
I don’t believe in forever stocks
One thing to watch about growing companies is is top talent flocking to them? Much like sports franchises everyone wants to join a winning team. And that to me is a virtuous cycle 🔄
December 16, 2024 at 7:22 PM
One thing to watch about growing companies is is top talent flocking to them? Much like sports franchises everyone wants to join a winning team. And that to me is a virtuous cycle 🔄
Costco could legit charge 100% more for the membership and I’m convinced not one person wouldn’t renew
$COST
$COST
December 12, 2024 at 9:58 PM
Costco could legit charge 100% more for the membership and I’m convinced not one person wouldn’t renew
$COST
$COST
A big part of being a parent is being an Uber driver
December 12, 2024 at 8:01 PM
A big part of being a parent is being an Uber driver
I do best when I don’t listen to management- especially the positive stuff!
A better metric for me that’s proven to work is consistent high ROIC and ROCE and the popularity of the brand or service - easy
But somehow I get caught up in the smoke management blows 🥹
A better metric for me that’s proven to work is consistent high ROIC and ROCE and the popularity of the brand or service - easy
But somehow I get caught up in the smoke management blows 🥹
December 12, 2024 at 5:29 PM
I do best when I don’t listen to management- especially the positive stuff!
A better metric for me that’s proven to work is consistent high ROIC and ROCE and the popularity of the brand or service - easy
But somehow I get caught up in the smoke management blows 🥹
A better metric for me that’s proven to work is consistent high ROIC and ROCE and the popularity of the brand or service - easy
But somehow I get caught up in the smoke management blows 🥹
Even $ULTA wants to be a tech company 🥴
December 12, 2024 at 5:26 PM
Even $ULTA wants to be a tech company 🥴
-24 F this beautiful morning 🥹
December 12, 2024 at 2:17 PM
-24 F this beautiful morning 🥹
When you find a “cheap” company the most important question to ask is why????
December 2, 2024 at 10:10 PM
When you find a “cheap” company the most important question to ask is why????
The idea of house money when investing blows my mind
I understand the math - it’s not that deep but the idea that any of my $ is house money simply because it was made on an investment rather than a 9-5 is crazy
Rule #1 don’t lose $
Doesn’t matter how you earned it. Downside risk still matters🥂
I understand the math - it’s not that deep but the idea that any of my $ is house money simply because it was made on an investment rather than a 9-5 is crazy
Rule #1 don’t lose $
Doesn’t matter how you earned it. Downside risk still matters🥂
November 30, 2024 at 6:22 PM
The idea of house money when investing blows my mind
I understand the math - it’s not that deep but the idea that any of my $ is house money simply because it was made on an investment rather than a 9-5 is crazy
Rule #1 don’t lose $
Doesn’t matter how you earned it. Downside risk still matters🥂
I understand the math - it’s not that deep but the idea that any of my $ is house money simply because it was made on an investment rather than a 9-5 is crazy
Rule #1 don’t lose $
Doesn’t matter how you earned it. Downside risk still matters🥂
In May we liquidated some BTC to purchase a STR. We had to pay pretty big capital gains on the BTC which sucked. We’ve had the STR for a season. I can confidently say that l hate doing it
Considering we have now entered a BTC bull market I can also confidently say mistakes were probably made 🥹🥹
Considering we have now entered a BTC bull market I can also confidently say mistakes were probably made 🥹🥹
November 28, 2024 at 7:25 PM
In May we liquidated some BTC to purchase a STR. We had to pay pretty big capital gains on the BTC which sucked. We’ve had the STR for a season. I can confidently say that l hate doing it
Considering we have now entered a BTC bull market I can also confidently say mistakes were probably made 🥹🥹
Considering we have now entered a BTC bull market I can also confidently say mistakes were probably made 🥹🥹
I don’t get the Aritzia craze ?? I’ll invest because customers go bananas in there and dump as soon as I make a decent return!!
but wow the quality is so cheap and the store is way to packed with cloths now
Club Monaco much better vibe if you’re wanting that look ✌️
but wow the quality is so cheap and the store is way to packed with cloths now
Club Monaco much better vibe if you’re wanting that look ✌️
November 27, 2024 at 2:59 AM
I don’t get the Aritzia craze ?? I’ll invest because customers go bananas in there and dump as soon as I make a decent return!!
but wow the quality is so cheap and the store is way to packed with cloths now
Club Monaco much better vibe if you’re wanting that look ✌️
but wow the quality is so cheap and the store is way to packed with cloths now
Club Monaco much better vibe if you’re wanting that look ✌️
The amount of Adidas and Hoka I see around is crazy!
Nike still may have a few bad quarters ahead
I’ll be watching 👀
#investing
Nike still may have a few bad quarters ahead
I’ll be watching 👀
#investing
November 26, 2024 at 4:58 PM
The amount of Adidas and Hoka I see around is crazy!
Nike still may have a few bad quarters ahead
I’ll be watching 👀
#investing
Nike still may have a few bad quarters ahead
I’ll be watching 👀
#investing
Dad texted me and asked why I’ve loved BTC so much
The best sell signal
The best sell signal
November 25, 2024 at 5:41 PM
Dad texted me and asked why I’ve loved BTC so much
The best sell signal
The best sell signal
I’m great companies at wonderful prices at heart but I’m NGL I do love BTC … but especially lately lol
November 25, 2024 at 5:19 AM
I’m great companies at wonderful prices at heart but I’m NGL I do love BTC … but especially lately lol
Sunday vibes ✨
November 24, 2024 at 8:25 PM
Sunday vibes ✨
The main issue $PINS has is sending me to the wrong purchase sites
Example: cute white vest (I like) -
Hit link and it takes me to Shein, somewhere I would never shop
IG is superior here- shows me what I want and knows where I would purchase
Once $PINS figures this out the ARPU should increase
Example: cute white vest (I like) -
Hit link and it takes me to Shein, somewhere I would never shop
IG is superior here- shows me what I want and knows where I would purchase
Once $PINS figures this out the ARPU should increase
November 24, 2024 at 8:08 PM
The main issue $PINS has is sending me to the wrong purchase sites
Example: cute white vest (I like) -
Hit link and it takes me to Shein, somewhere I would never shop
IG is superior here- shows me what I want and knows where I would purchase
Once $PINS figures this out the ARPU should increase
Example: cute white vest (I like) -
Hit link and it takes me to Shein, somewhere I would never shop
IG is superior here- shows me what I want and knows where I would purchase
Once $PINS figures this out the ARPU should increase
I’m looking into a Pilates reformer to buy for home .
Any suggestions ?
Any suggestions ?
November 24, 2024 at 3:10 PM
I’m looking into a Pilates reformer to buy for home .
Any suggestions ?
Any suggestions ?
$PINS 🫶
Yes I’m bullish in the long term
Yes I’m bullish in the long term
November 24, 2024 at 2:57 PM
$PINS 🫶
Yes I’m bullish in the long term
Yes I’m bullish in the long term
November 23, 2024 at 3:07 AM
A whole new generation of crypto bag holders will born this cycle
November 23, 2024 at 3:01 AM
A whole new generation of crypto bag holders will born this cycle
Muddy waters shorting elf
How I hate them !!!
$ELF 💅
Please be bad research and not bad accounting 🥹
How I hate them !!!
$ELF 💅
Please be bad research and not bad accounting 🥹
November 20, 2024 at 9:02 PM
Muddy waters shorting elf
How I hate them !!!
$ELF 💅
Please be bad research and not bad accounting 🥹
How I hate them !!!
$ELF 💅
Please be bad research and not bad accounting 🥹
Williams- Sonoma best day in a while
Target worse day in a long time
It’s not the consumer 😉
Target worse day in a long time
It’s not the consumer 😉
November 20, 2024 at 5:53 PM
Williams- Sonoma best day in a while
Target worse day in a long time
It’s not the consumer 😉
Target worse day in a long time
It’s not the consumer 😉
November 20, 2024 at 3:26 PM
Just posting into the void out here
November 20, 2024 at 3:26 AM
Just posting into the void out here