No politics, sports or social tweets. Just investing. Tweets are not investment advice.
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Trevor Scott retweeted
People saying "I'd never give Muse/Meta access to my Gmail, Calendar, etc" is the 2026 version of "I'll never put my credit card on the internet."
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This will seem obvious in hindsight $FFH.to
Brian has been nailing rates for many years now.
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$MCD traded at 15x PE in 2012, when just 81% of stores were franchised. Today 95% are franchised, the balance sheet is twice as levered and they have already raised prices far faster than competitors.
Is this a table pounding idea at 19x NTM pe?
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Retail apparel stock cycle:
- Founder solves a specific need/style
- Builds loyal evangelists
- Goes public
- Issues guidance
- Chases growth
- Expands retail availability
- Expands product lines
- Dilutes the brand
- Misses guidance
- Replaces CEO
- Resets brand
- Goes private
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$CSU.TO down to 14.8x 2027 consensus (adjusted, no sbc).
VMS and Canada's best compounder got disrupted by Muse.
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$TOI.v on upgrading from the Venture exchange.
Our plans are measured in centuries
"Mark Leonard felt the same way, because, in his view, a switch would primarily attract investors whom the group does not necessarily want as shareholders."
tresorcapitalnieuws.nl/deep-… @MichaelGielkens
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After decades of showcasing the world's best, most inspiring athletes, Nike pivoted in the pandemic to lifestyle marketing with 2021's #OwnTheFloor.
$NKE hit a 12 year low today.
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Trevor Scott retweeted
JP Morgan says “No Rate Hike” Tomorrow is the one of the worst case scenarios for Equities
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When the USSR agreed to slow the arms race in 1987, it wasn’t because it suddenly cared about safety.
It was because it was running out of money and would soon collapse.
Rivals Altman and Musk rally behind Dario Amodei’s call for an AI slowdown ft.trib.al/3UWLFCQ
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my mistake $ADBE has a Nov year end. so it's 12x nov 2027, 14x nov 2026.
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Trevor Scott retweeted
"I've never been more excited than I have in my career about the opportunity in front of us with AI. We are literally delivering a button when you press it magic happens. And I've always been in like the boring part of software and all of a sudden, software is not boring." $ROP
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"Product velocity through agentic use cases has increased. We're going through a massive amount of commercial learnings right now. Agentic AI products are hitting the market... The surface area software has just expanded massively because of AI." - $ROP (Citi 2026 TMT)
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The VMS thesis: "AI is actually a tailwind"
"I think most people -this is not a fact in dispute that AI is TAM expanding for software. The debate is who's going to be the claim that TAM expansion. We have a strong thesis that incumbents have a high, high, high right to win." $ROP
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"I've never been more excited than I have in my career about the opportunity in front of us with AI. We are literally delivering a button when you press it magic happens. And I've always been in like the boring part of software and all of a sudden, software is not boring." $ROP
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