@Greenbackd

Founder, https://xitter.cf/t.co/rjHtXEy6u0 | $ZIG & $DEEP ETFs | Author, Crash Test Dummy (https://xitter.cf/t.co/vHDN50LG3m)

 Los Angeles, CA šŸ‡ŗšŸ‡²šŸ‡¦šŸ‡ŗšŸ¦˜
acquirersmultiple.com
Joined February 2009
  • Tweets24.1K
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  • Followers72.1K
2.8KMedia
My new book Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom) is now available via link.amazon/B07zdfXv7

Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom)

Crash Test Dummy: How to Survive the Coming Market Crash (and Thrive in the Next Boom)

amazon.com
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Huh. April just after the 2009 bottom.
Neil Sethi NEW account
@neilsethinew44m
BBG: The S&P 500 equal-weight index is on track for its largest outperformance since April 2009.
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*NEW EPISODE* VALUE: After Hours (S08 E35): The Singularity Is Priced In (Thatā€™s the Problem) AI Ran 916,000 Backtests ā€” Hereā€™s What It Discovered Why the 60/40 Portfolio Doesnā€™t Always Protect Investors Why the Biggest Market Risk Comes When Investors Feel Safe Is AI Already Smarter Than Humans? The Singularity Explained Why the Next Stock Market Boom Wonā€™t Look Like the Last Jakeā€™s Veggies: Why Doomsday Predictions Keep Getting It Wrong acquirersmultiple.com/?p=558ā€¦
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Tobias Carlisle retweeted
Global_Macro
@Marcomadness2Oct 25
AI bubble across the entire infrastructure stack
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Tobias Carlisle retweeted
Sonu Varghese
@sonusvargheseOct 25
The dot com bubble didnā€™t end in an across the board bust ā€¦ it ended with rotation Wrote about this here šŸ‘‡ xitter.cf/sonusvarghese/status/2ā€¦
Bespoke
@bespokeinvestOct 24
An often overlooked aspect of the Dot Com Crash is that stocks not tied to the Internet and mobile buildout did quite well for a long stretch. From the end of 1999 to the end of 2001, the S&P 500 Equal Weight index not only didnā€™t fall, it was up 5%. $SPY $RSP
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ā€“ at Palos Verdes Estates, CA
Bespoke
@bespokeinvestOct 24
An often overlooked aspect of the Dot Com Crash is that stocks not tied to the Internet and mobile buildout did quite well for a long stretch. From the end of 1999 to the end of 2001, the S&P 500 Equal Weight index not only didnā€™t fall, it was up 5%. $SPY $RSP
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Good color. ā€“ at Palos Verdes Estates, CA
Eliant Capital
@eliant_capital22h
Last week was a historic one for the ā€œshit no one ownsā€ going up while the ā€œshit everyone ownsā€ went down
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Expectations are at all time highs. ā€“ at Rolling Hills, CA
Kantro
@MichaelKantroOct 25
Happiness = Outcome - Expectations Stocks usually perform best when positive surprises lead to increases in expectations. Broadly speaking, ā€œriskierā€ stocks lead on the way up, and underperform on the way down. Happy Sunday!
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Don't overypay for growth.
JabroniCoin.USD@TheBenSchmarkAug 25
"Itā€™s hard to overcome a high starting multiple, even when future growth is robust. The average 50x multiple stock underperforms, even when you only sample companies that also delivered at least 20% p.a. growth" Source: HOLT
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ā€“ at Rolling Hills, CA
Peter Berezin
@PeterBerezinBCAOct 24
Depreciation and amortization expenses for the five hyperscalers are set to reach $590 billion in 2029. This is likely to exceed their combined operating profits in 2026.
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Everyone worries about value traps. @Greenbackd Tobias Carlisle thinks investors should worry about quality traps too. We discuss: ā€¢ Buffett + Sun Tzu ā€¢ avoiding ruin ā€¢ why Kelly can mislead investors ā€¢ Buffett's misunderstood deals ā€¢ why Toby has changed his mind on quality ā€¢ AI: great technology ā‰  great investment A really enjoyable conversation with a serious value investor. šŸŽ§ Behind the Balance Sheet #64 behindthebalancesheet.com/poā€¦
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$RSP > $SPY since October 7th. While this persists, small, mid, value and cyclicals outperform.
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This week in value: How Warren Buffett Keeps Score (Kingswell) Nick Kirrage: Opportunities in the narrow marketā€™s blind spot (IW) Warren Buffettā€™s Small-Cap Value Strategy for Todayā€™s Investors (CFA)
Acquirerā€™s MultipleĀ®
@acquirersxOct 22
Weekly Investing Roundup ā€“ News, Podcasts, Interviews (10/23/2026) Read the full roundup hereā€Ø: acquirersmultiple.com/?p=558ā€¦
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I felt it. ā€“ at Palos Verdes Estates, CA
Nick Timiraos
@NickTimiraosOct 22
Thursday's 10-year Treasury yield decline of 0.193 percentage point (to 4.952%) is the largest single day yield decline since March 10, 2023, which is the day Silicon Valley Bank failed.
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Analysts' forward earnings estimates just aren't reliable.
Peter Berezin
@PeterBerezinBCAOct 22
Remember, by time that analysts start cutting earnings estimates for tech stocks, the stocks have usually already fallen a lot.
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Something's happening.
Astoria
@AstoriaAdvisorsOct 22
Another day, another cycle high in CCC vs BB spread.
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$NFLX FCF yield at 3.89%. Over the last 20 years was only higher in 2011.
Barchart
@BarchartOct 21
BREAKING šŸšØ: Netflix $NFLX now underperforming the Nasdaq 100 $QQQ by the largest margin in 4 years šŸ“‰ šŸ“‰
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Home sales frozen.
Amy Nixon
@texasrunnerDFWOct 20
Pending home sales fell to a record low in September: Lower than during a global financial crisis Lower than when the entire country was on lockdown for a deadly pandemic
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youtube.com/live/L7AzzBmlRms

The Market Will Crash. Thatā€™s Not a Prediction.

* For educational purposes only *Value: After Hours is a podcast ...

youtube.com
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Brew Markets
@brewmarketsOct 20
Anthropic recorded a net loss of $80.7 billion in the first half of 2026, per WSJ.
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High concentration cuts both ways.
Bespoke
@bespokeinvestOct 20
Today was the strongest breadth day for the S&P 500 (+304), yet the S&P 500 wasn't even up 30 bps.
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