Lucas Lozano
@lucaslozano.bsky.social
Pinned
Lucas Lozano
@lucaslozano.bsky.social
· Jan 22
LVRG | Lucas Lozano | Substack
Some insights on the media, financial markets and companies, from a wider point of view. Click to read LVRG, by Lucas Lozano, a Substack publication. Launched 6 months ago.
lvrg.substack.com
Providing some perspective on media, investing and everything in between. If you enjoy any of this content or insights, consider subscribing below!
lvrg.substack.com
lvrg.substack.com
Big thank you to @michaelbatnick.bsky.social & @downtownjoshbrown.bsky.social for the shoutout & discussion on my latest blog post about my thoughts on Warren Buffett’s cash pile! The discussion starts around 23:00.
Check it out, give the blog post a read, & subscribe! Link to post in my bio.
Check it out, give the blog post a read, & subscribe! Link to post in my bio.
Why Bitcoin Is Crashing | WAYT?
YouTube video by The Compound
www.youtube.com
February 26, 2025 at 5:36 PM
Big thank you to @michaelbatnick.bsky.social & @downtownjoshbrown.bsky.social for the shoutout & discussion on my latest blog post about my thoughts on Warren Buffett’s cash pile! The discussion starts around 23:00.
Check it out, give the blog post a read, & subscribe! Link to post in my bio.
Check it out, give the blog post a read, & subscribe! Link to post in my bio.
In honor of #WarrenBuffett Shareholder Letter coming out tomorrow, here are a couple of my thoughts on why we probably shouldn't freak out over his huge cash pile. Let me know what you think!
Warren Buffett: In No Rush to Storm His Capital
Looking beyond the headlines actually puts Berkshire’s $300 billion cash pile into better perspective.
open.substack.com
February 21, 2025 at 11:05 PM
In honor of #WarrenBuffett Shareholder Letter coming out tomorrow, here are a couple of my thoughts on why we probably shouldn't freak out over his huge cash pile. Let me know what you think!
Listening to the #TSLA earnings call was like listening to a degenerate gambler justifying you loaning him more money because he’s going to eventually hit it big, you just gotta believe him.
January 30, 2025 at 6:33 PM
Listening to the #TSLA earnings call was like listening to a degenerate gambler justifying you loaning him more money because he’s going to eventually hit it big, you just gotta believe him.
Benjamin Franklin once said, “In this world nothing can be said to be certain, except death, taxes and Warren Buffett’s Cash Pile predicting a market crash.”
January 28, 2025 at 7:24 PM
Benjamin Franklin once said, “In this world nothing can be said to be certain, except death, taxes and Warren Buffett’s Cash Pile predicting a market crash.”
Netflix announced a $15B buyback.
A small flex but a signal to the market, our subs aren’t going anywhere.
A small flex but a signal to the market, our subs aren’t going anywhere.
January 22, 2025 at 6:25 AM
Netflix announced a $15B buyback.
A small flex but a signal to the market, our subs aren’t going anywhere.
A small flex but a signal to the market, our subs aren’t going anywhere.
Providing some perspective on media, investing and everything in between. If you enjoy any of this content or insights, consider subscribing below!
lvrg.substack.com
lvrg.substack.com
LVRG | Lucas Lozano | Substack
Some insights on the media, financial markets and companies, from a wider point of view. Click to read LVRG, by Lucas Lozano, a Substack publication. Launched 6 months ago.
lvrg.substack.com
January 22, 2025 at 4:38 AM
Providing some perspective on media, investing and everything in between. If you enjoy any of this content or insights, consider subscribing below!
lvrg.substack.com
lvrg.substack.com
Looks like we tiked our last tok.
January 19, 2025 at 2:39 AM
Looks like we tiked our last tok.
Ms. Rachel is getting a show on Netflix.
Netflix is taking a page right out of Disney’s playbook.
Netflix is taking a page right out of Disney’s playbook.
January 14, 2025 at 8:06 PM
Ms. Rachel is getting a show on Netflix.
Netflix is taking a page right out of Disney’s playbook.
Netflix is taking a page right out of Disney’s playbook.
Take Teams not TikTok.
January 13, 2025 at 11:39 PM
Take Teams not TikTok.
Reposted by Lucas Lozano
lmfaooooooo
*POWELL: STATE OF FINANCIAL LITERACY IN CONGRESS IS MIXED
*POWELL: STATE OF FINANCIAL LITERACY IN CONGRESS IS MIXED
December 4, 2024 at 7:15 PM
lmfaooooooo
*POWELL: STATE OF FINANCIAL LITERACY IN CONGRESS IS MIXED
*POWELL: STATE OF FINANCIAL LITERACY IN CONGRESS IS MIXED
Reposted by Lucas Lozano
To be fair, you can say that about any group:
"State of financial literacy in _________ is mixed..."
"State of financial literacy in _________ is mixed..."
lmfaooooooo
*POWELL: STATE OF FINANCIAL LITERACY IN CONGRESS IS MIXED
*POWELL: STATE OF FINANCIAL LITERACY IN CONGRESS IS MIXED
December 4, 2024 at 8:54 PM
To be fair, you can say that about any group:
"State of financial literacy in _________ is mixed..."
"State of financial literacy in _________ is mixed..."
Disney has effectively shown the Street investing in what works when you have a vast portfolio of different businesses pays off.
December 4, 2024 at 8:35 PM
Disney has effectively shown the Street investing in what works when you have a vast portfolio of different businesses pays off.
James throwing for 460 yards, 4 TDs and 2 pick sixes is the most Jameis thing, you gotta love the dude
a football player with the number 3 on his jersey stands in a huddle with other players
ALT: a football player with the number 3 on his jersey stands in a huddle with other players
media.tenor.com
December 3, 2024 at 4:40 AM
James throwing for 460 yards, 4 TDs and 2 pick sixes is the most Jameis thing, you gotta love the dude
There’s only 27 companies in the world valued more than $350B and they have the profits to justify themselves.
I’m sorry but a jump of $100B in valuation within a month, because of what? The CEO’s newest buddy in the White House. Sorry, I don’t think that is worth that much, but of a stretch.
I’m sorry but a jump of $100B in valuation within a month, because of what? The CEO’s newest buddy in the White House. Sorry, I don’t think that is worth that much, but of a stretch.
SCOOP: Sources tell us SpaceX is now likely to be valued about $350B in a new tender offer, $100B MORE than what was discussed last month and would make it the most valuable startup in the world, surpassing Bytedance www.bloomberg.com/news/article...
SpaceX Discusses Tender Offer at Roughly $350 Billion Valuation
SpaceX is in discussions to sell insider shares that could boost the value of Elon Musk’s rocket and satellite company to around $350 billion, according to people familiar with the matter.
www.bloomberg.com
December 3, 2024 at 3:48 AM
There’s only 27 companies in the world valued more than $350B and they have the profits to justify themselves.
I’m sorry but a jump of $100B in valuation within a month, because of what? The CEO’s newest buddy in the White House. Sorry, I don’t think that is worth that much, but of a stretch.
I’m sorry but a jump of $100B in valuation within a month, because of what? The CEO’s newest buddy in the White House. Sorry, I don’t think that is worth that much, but of a stretch.
I don’t have any problems with billionaires, I just am wondering when the rest of society will understand most billionaires aren’t looking out for the average American.
Most have gotten where they are by selling you something at a profit. And those profits have compounded their net worth.
Most have gotten where they are by selling you something at a profit. And those profits have compounded their net worth.
December 2, 2024 at 8:33 PM
I don’t have any problems with billionaires, I just am wondering when the rest of society will understand most billionaires aren’t looking out for the average American.
Most have gotten where they are by selling you something at a profit. And those profits have compounded their net worth.
Most have gotten where they are by selling you something at a profit. And those profits have compounded their net worth.
Congrats TSLA shareholders, you just paid your guy $44.6B to take another job.
December 2, 2024 at 7:26 PM
Congrats TSLA shareholders, you just paid your guy $44.6B to take another job.
To some that have been saying Moana 2 was a cash grab, of course it was. People forget Disney is a business and has shareholders. If you have the intellectual property and there is a demand for it (Moana has been streamed the equivalent of 748 million times), you capitalize on it. Plain and simple.
December 2, 2024 at 7:26 PM
To some that have been saying Moana 2 was a cash grab, of course it was. People forget Disney is a business and has shareholders. If you have the intellectual property and there is a demand for it (Moana has been streamed the equivalent of 748 million times), you capitalize on it. Plain and simple.
Opinions aside, if I am a shareholder in a company, and the CEO is tweeting/replying on average 68 times a day about non-company issues, I would be asking if the company is really front of mind for the CEO.
November 29, 2024 at 12:08 AM
Opinions aside, if I am a shareholder in a company, and the CEO is tweeting/replying on average 68 times a day about non-company issues, I would be asking if the company is really front of mind for the CEO.