Profile avatar
compoundet.bsky.social
We love markets and each other Everything compounds https://youtube.com/playlist?list=PLT0wRfKZIXMq1gRsfXTMGdf1DkRWczLZ9&si=m-xl84H9IEpR7SJb
90 posts 296 followers 101 following
Regular Contributor
Active Commenter

I don’t believe in forever stocks

youtu.be/YiuwV6w7DC0?...

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

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 🥹

Even $ULTA wants to be a tech company 🥴

-24 F this beautiful morning 🥹

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🥂

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 🥹🥹

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 ✌️

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

Dad texted me and asked why I’ve loved BTC so much 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

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

I’m looking into a Pilates reformer to buy for home . Any suggestions ?

$PINS 🫶 Yes I’m bullish in the long term

This weekend will be a deep dive into the pet industry ❤️ Particularly in the drug area :) #investing

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 🥹

Williams- Sonoma best day in a while Target worse day in a long time It’s not the consumer 😉

Target ( $TGT) says beauty category up 6% $ULTA $ELF 💅 #investing