Reposted by @heartofthesea.bsky.socialQuantian @quantian.bsky.social · 14/10/2026Since IPO, not one insider has ever purchased a single share of Coreweave in an open market transaction. They have, however, collectively sold over 90 million shares for just a hair less than $10 billion. 416629
heartofthesea.bsky.social @heartofthesea.bsky.social · 14/10/2026finally David Payne ($WABC) actually doing something with those large profits 000
heartofthesea.bsky.social @heartofthesea.bsky.social · 14/10/2026did a small but real trim/exchange of $PM, proceeds into $BTI dayum, first $PM trim since putting the SWMA proceeds into itstatic.klipy.comGoodbye My LoverALT: Goodbye My Lover 000
Reposted by @heartofthesea.bsky.socialMichael Goode @goodetrades.com · 08/10/2026What happened to No Sunk Costs? RIP to greatest minds on financial social media. At least he didn't go back to Xitter. bsky.app/profile/nosu... 051
heartofthesea.bsky.social @heartofthesea.bsky.social · 07/10/2026Why can Uber charge 25% take rates compared to other marketplaces (i.e. BKNG ~14% and AirBNB ~13%)? Competition is an app away w/ Lyft but Uber's pricing has had no material impact on Lyft mkt share. 100
Reposted by @heartofthesea.bsky.socialKarthik Sankaran @rajakorman.bsky.social · 07/10/2026What’s happening here is discourse where any circumstance/comparison where the group someone identifies with outperforms intellectually is a consequence of biology, while any circumstance where the group underperforms is a consequence of sociology. 2329
heartofthesea.bsky.social @heartofthesea.bsky.social · 06/10/2026static.klipy.comBalthazar the Dog Looks in MirrorALT: Balthazar the Dog Looks in Mirror 020
heartofthesea.bsky.social @heartofthesea.bsky.social · 06/10/2026Possible that post ww2 era to pre social media was simply v unique in history. Monopoly newspapers and 3 news channels with proper journalistic standards. 120
Reposted by @heartofthesea.bsky.socialLou Mannheim @loumannheim87.bsky.social · 05/10/2026Why doesnt the stock market care about higher rates? Well, because the S&P 500 is 40% tech. And tech has been doing pretty well. Everything else is getting smoked. 1102
heartofthesea.bsky.social @heartofthesea.bsky.social · 19/09/2026Looks like I will be a car dealer soon (part interest in $AN). Time to upgrade the wardrobe, buy a boat and watch Fox News. 131
Reposted by @heartofthesea.bsky.socialConor Sen @conorsen.bsky.social · 16/09/2026SL Green saying in the most optimistic scenario, given what’s in the development pipeline and planned office-to-resi conversions, total office space in Manhattan will shrink between now and 2032. 0242
Reposted by @heartofthesea.bsky.socialIsaiah Bishop @isaiahbishop.bsky.social · 15/09/20261) Full expensing rules, we should reward companies that are investing capex here as others are fleeing 2) we need critical minerals and we are basically the most moral country to get them from, probably the cleanest energy wise 3) we need infrastructure to support our shit 2603
Reposted by @heartofthesea.bsky.socialderek guy @dieworkwear.bsky.social · 15/09/2026A friend of mine works in AI and thinks bad things are about to happen. He sold his home and moved his family out the country. He said that if you own a home in a walkable San Francisco neighborhood near a taqueria with good veggie options, you should sell your home for super cheap right now. 978907866
Reposted by @heartofthesea.bsky.socialKarthik Sankaran @rajakorman.bsky.social · 09/09/2026The one thing I have strong views on is that there is absolutely zero reason to believe that the TIPS market has any foresight whatsoever regarding future trend real growth. 051
Reposted by @heartofthesea.bsky.socialKarthik Sankaran @rajakorman.bsky.social · 09/09/2026Interest rates return to normal levels as a) tariff/war supply-shocks reverse 30 yrs of disinflationary globalization b) US retreat from providing public goods defense/ demand -> RoW fiscal expansion outside US c) Uncertainty rises re: Fed commitment to 2% PCE target & composition of higher NGDP? 181
heartofthesea.bsky.social @heartofthesea.bsky.social · 08/09/2026www.wsj.com/business/ret... Jeez. I gotta join the cast of Sterling Point, find a quiet cabin on the lakes and disconnect from the Internet 😅wsj.comThe Live Shopping App Where Some People Bid Until They’re BrokeWhatnot’s fast-moving auctions and feverish ‘breaks’ hook users hoping to buy prized sports cards—plus fashion, tools, food and nearly anything else. 000
Reposted by @heartofthesea.bsky.socialKarthik Sankaran @rajakorman.bsky.social · 07/09/2026First, they came for the traditional tradeables, and I said “this as a positive supply shock that can raise real consumption possibilities, even if it reduces technological rents, provided there is an adequate domestic supply response in non-tradeables to absorb an aggregate +ve real income shock.” 1153
Reposted by @heartofthesea.bsky.socialRobert Simmon @rsimmon.bsky.social · 02/09/2026I am having a particularly frustrating week, so here’s one of the best things I’ve ever done. The eruption of Sarychev Peak in the Aleutian Islands, seen by the crew of the space station. www.nasa.gov/image-articl... 10860851506
Reposted by @heartofthesea.bsky.socialCarl Quintanilla @carlquintanilla.bsky.social · 18/08/2026$HD 411714
heartofthesea.bsky.social @heartofthesea.bsky.social · 03/09/2026Sep 2002 to Apr 2006 Annualized total returns: AutoZone - 8% S&P 500 - 12% Goldman Sachs - 24% Lehman Bros - 38% DR Horton - 40% Pool Corp - 47% Same start date (sep 2002) but end date Sep 2012: AZO - 17.5% Pool - 14% DR Horton - 8% SPY - 8.5% Goldman - 4% Lehman Bros - Big fat zero % 020
heartofthesea.bsky.social @heartofthesea.bsky.social · 03/09/2026going through some fun numbers from the housing/struct finance boom era: Goldman's ROE went from 15% in '02 to 40% in '07 (earnings went from 2B to 12B) DR Horton made 400M pre-tax in 2001 and 2.5B in 2005 Took until 2019 for sales per store at Pool Corp on a real basis to get back to 2006 highs 120
heartofthesea.bsky.social @heartofthesea.bsky.social · 03/09/2026Clippers became true believers/got FOMO. Kawhi was their bottleneck stock. 120
heartofthesea.bsky.social @heartofthesea.bsky.social · 01/09/2026$UBER bulls - Will the Chinese (i.e. meituan) capital cycle the food delivery players outside the US? 000
heartofthesea.bsky.social @heartofthesea.bsky.social · 31/08/2026Half expecting Scottie to throw us the "Aaj mere paas building hai, property hai, bank balance hai, bangla hai, gaadi hai... kya hai tumhare paas?" Bunch of clowns. 100
Reposted by @heartofthesea.bsky.socialSarah Andersen @sarahseeandersen.bsky.social · 15/08/2026 109146152549
heartofthesea.bsky.social @heartofthesea.bsky.social · 26/08/2026out here sharpening my pencil as if $INTU Intuit was gonna open down >15% lol 000
heartofthesea.bsky.social @heartofthesea.bsky.social · 25/08/2026US franchised auto dealers - total returns vs. SPY since 2002 010
Reposted by @heartofthesea.bsky.socialBancroft Sutherland @bancsutherland.bsky.social · 25/08/2026- “So, safe to assume my life insurance policy, which will provide for my family, is backed by Treasury bonds and the like, correct?” - “More like sneaker deals, but it’s fine.” 141
Reposted by @heartofthesea.bsky.socialLou Mannheim @loumannheim87.bsky.social · 24/08/2026A history of stock market concentration. Railroads (by themselves) were once 63% of the market. 1236
heartofthesea.bsky.social @heartofthesea.bsky.social · 13/08/2026fund manager's take on google. got your work cut out for you trying to figure this stuff out. makes me marginally even more eager to buy self storage, tobacco or distributors. 000
Reposted by @heartofthesea.bsky.socialBancroft Sutherland @bancsutherland.bsky.social · 11/08/2026The entire market cap of the company 12 months ago was $90 billion. “The share sale drew more than $100 billion in demand…” 011
heartofthesea.bsky.social @heartofthesea.bsky.social · 10/08/2026Pretty incredible. A bigger capex boom than the railroad build out. 1152
Reposted by @heartofthesea.bsky.socialGeorge Pearkes @peark.es · 06/08/2026Current earnings season vs prior seasons since 2000 matched to same number of reports so far: EPS beat rate 95th %ile Revenue beat rate 93rd %ile Guidance raise rate 91st %ile Guidance cut rate 11th %ile Guidance spread (raised-lowered) 96th %ile Triple play rate (beat eps + rev, raise) 95th %ile 4374
heartofthesea.bsky.social @heartofthesea.bsky.social · 05/08/2026$UBER says that in the US, the top 20 cities are 25% of their profits. I bet >15 of those cities will have Waymo in less than 5 years. 100
Reposted by @heartofthesea.bsky.socialGeorge Pearkes @peark.es · 04/08/2026We've underbuilt! Coming to a commercial office market near you soon. 2251
Reposted by @heartofthesea.bsky.socialRegime Accountant, CPA ☠️🎢 @regimecpa.bsky.social · 04/08/2026Interesting structure. 3235
heartofthesea.bsky.social @heartofthesea.bsky.social · 30/07/2026why does waymo have to recall all its vehicles when they find a problem? presumably a software update can fix it? 200
heartofthesea.bsky.social @heartofthesea.bsky.social · 29/07/2026Site One $SITE and Pool $Pool now flat since the summer of 2019! All that growth and inflation...for nothing. Multiple compression is indeed a bitch. 100
heartofthesea.bsky.social @heartofthesea.bsky.social · 29/07/2026quite a surprise for me. for all the comments about how "cheap" these mem stocks are based on low P/E, on a price to sales basis, micron is at the high end vs 20 yrs of history. on normal margins, it's not so cheap! 120
Reposted by @heartofthesea.bsky.socialBrett (Chit Chat Stocks Podcast) @ccm-brett.bsky.social · 29/07/2026Amex's average fee per card has grown by 12.5% annually since 2019 $AXP 021
Reposted by @heartofthesea.bsky.socialderek guy @dieworkwear.bsky.social · 27/07/2026ok reasonable 399158182044
Reposted by @heartofthesea.bsky.socialLuke Kawa @ljkawa.bsky.social · 24/07/2026Philadelphia lost a Fresh Prince and, decades later, received an Old King 3194
heartofthesea.bsky.social @heartofthesea.bsky.social · 23/07/2026Right before the start of the Q&A session on the latest earnings call, Ryanair's CEO went on a wonderful little rant. Fun reading. 000
