@j-lindsay.bsky.social
The Magic Johnson of economics
January 30, 2026 at 3:18 PM
The Magic Johnson of economics
$TKR breaking out. Have a chance to look at $MELE.BB (Melexis)? Also, familiar with Cosan at all ($CSAN)? Think Cashman used to be involved @keubiko.bsky.social
December 11, 2025 at 3:35 AM
$TKR breaking out. Have a chance to look at $MELE.BB (Melexis)? Also, familiar with Cosan at all ($CSAN)? Think Cashman used to be involved @keubiko.bsky.social
Lmk any thoughts! I blew it on $MKSI btw, had mentioned a few months back sub $100; you had some good thoughts, I didn’t pull trigger. AI cycle still going strong and stock benefitting!
December 1, 2025 at 3:42 AM
Lmk any thoughts! I blew it on $MKSI btw, had mentioned a few months back sub $100; you had some good thoughts, I didn’t pull trigger. AI cycle still going strong and stock benefitting!
Have you looked at Melexis? European IoT name; ~7% yield @keubiko.bsky.social
November 30, 2025 at 10:48 PM
Have you looked at Melexis? European IoT name; ~7% yield @keubiko.bsky.social
Could be good entry for $TKR after sell-off + potential continued vol. Mind letting me know what you calculate the current FCF yield to be using your method?
October 11, 2025 at 7:12 PM
Could be good entry for $TKR after sell-off + potential continued vol. Mind letting me know what you calculate the current FCF yield to be using your method?
@keubiko.bsky.social any thoughts on ways to play the US seeking to secure its pharma supply chain? Seems like the most upstream area (key starting materials,excipients, solvents,etc) is where China dominates, similar to rare earths. Kodak actually building a plant focused on this lol. $TMO another?
September 27, 2025 at 5:45 PM
@keubiko.bsky.social any thoughts on ways to play the US seeking to secure its pharma supply chain? Seems like the most upstream area (key starting materials,excipients, solvents,etc) is where China dominates, similar to rare earths. Kodak actually building a plant focused on this lol. $TMO another?
Assume a full weight for you is 4-5%? Let me know if you end up adding some $MKSI !
August 11, 2025 at 3:29 PM
Assume a full weight for you is 4-5%? Let me know if you end up adding some $MKSI !
On $TKR, looks like TTM FCF is 6% currently. Had Grok run a regression analysis and 6%+ TTM FCF yields have led to v good returns looking a year out. Any tips on how you look at their FCF? Notice it’s ~130% of net income @keubiko.bsky.social
August 10, 2025 at 10:26 PM
On $TKR, looks like TTM FCF is 6% currently. Had Grok run a regression analysis and 6%+ TTM FCF yields have led to v good returns looking a year out. Any tips on how you look at their FCF? Notice it’s ~130% of net income @keubiko.bsky.social
Pod shop tech/semi analyst told me to take a look at it yesterday. His general sentiment was that many things in his coverage are priced for perfection. But believes $MKSI is v cheap and likes it on an absolute basis, thought it could be a double looking year or 2 out. Going to do a little digging
August 10, 2025 at 10:23 PM
Pod shop tech/semi analyst told me to take a look at it yesterday. His general sentiment was that many things in his coverage are priced for perfection. But believes $MKSI is v cheap and likes it on an absolute basis, thought it could be a double looking year or 2 out. Going to do a little digging
Have you looked at $MKSI ?@keubiko.bsky.social
August 10, 2025 at 4:24 PM
Have you looked at $MKSI ?@keubiko.bsky.social
How do you think about valuation on $TKR if looking for entry point? I thought $65-70 looked good, didn’t get enough before it went straight to $80+, now down a bit after earnings
August 7, 2025 at 3:40 PM
How do you think about valuation on $TKR if looking for entry point? I thought $65-70 looked good, didn’t get enough before it went straight to $80+, now down a bit after earnings
Nice call here. Still in $BDX? I somehow didn’t add to my $IQV $TMO when they were super depressed @keubiko.bsky.social
July 25, 2025 at 1:31 AM
Nice call here. Still in $BDX? I somehow didn’t add to my $IQV $TMO when they were super depressed @keubiko.bsky.social
Which names do you like here? Have you looked at BTRW LN, BLND LN, RWE GY? @keubiko.bsky.social
July 16, 2025 at 2:55 PM
Which names do you like here? Have you looked at BTRW LN, BLND LN, RWE GY? @keubiko.bsky.social
Ty 👊.
Does $JBS qualify for your cheapie du jour basket?
Does $JBS qualify for your cheapie du jour basket?
June 17, 2025 at 6:55 PM
Ty 👊.
Does $JBS qualify for your cheapie du jour basket?
Does $JBS qualify for your cheapie du jour basket?
Have you looked at $TKR? Believe Cashman was/is involved at one point back in good ‘ol’ days on X @keubiko.bsky.social
June 2, 2025 at 7:26 PM
Have you looked at $TKR? Believe Cashman was/is involved at one point back in good ‘ol’ days on X @keubiko.bsky.social
How do you think about sizing on a name like this? 1 - 1.5%?
February 7, 2025 at 9:54 PM
How do you think about sizing on a name like this? 1 - 1.5%?
Any hints appreciated ty
February 2, 2025 at 10:06 PM
Any hints appreciated ty