Why no learn?
@magicminto.bsky.social
The idiot who doesn't learn from his own mistakes. Not the genius who learns from the mistakes of others.
Yep. I don’t know a lot but I know that is true. Margin management…..3x and your happy ( or vice versa). You said it. You may not be able to size to get one trade to give you FU money. But there will be others. But you need to know to your soul you’re right.
February 8, 2026 at 11:21 AM
Yep. I don’t know a lot but I know that is true. Margin management…..3x and your happy ( or vice versa). You said it. You may not be able to size to get one trade to give you FU money. But there will be others. But you need to know to your soul you’re right.
You only need one. But you need to know it’s the one. You need to know. So many chances for doubt. So many people saying you’re wrong. Conviction is only a virtue when well placed. Hindsight says that’s easy. It isn’t. It never is. That’s why you get the money. Bless him
February 8, 2026 at 11:08 AM
You only need one. But you need to know it’s the one. You need to know. So many chances for doubt. So many people saying you’re wrong. Conviction is only a virtue when well placed. Hindsight says that’s easy. It isn’t. It never is. That’s why you get the money. Bless him
It’s actually a good exercise. I knew nothing till I did 3 way financial modeling. The interactions…profits great but cash flow is where things hit the road period to period.
February 8, 2026 at 11:02 AM
It’s actually a good exercise. I knew nothing till I did 3 way financial modeling. The interactions…profits great but cash flow is where things hit the road period to period.
So my point is provided volume goes with it you’re less concerned? I’m trying to understand stand the fundamentals behind the heuristic
February 8, 2026 at 9:34 AM
So my point is provided volume goes with it you’re less concerned? I’m trying to understand stand the fundamentals behind the heuristic
This is sticking me. The MA takes volume into account t right. It’s weighted to volume?
February 8, 2026 at 9:32 AM
This is sticking me. The MA takes volume into account t right. It’s weighted to volume?
Specific to stocks. Not commodities I assume
February 8, 2026 at 4:38 AM
Specific to stocks. Not commodities I assume
think some people built different. one thing I have come to understand about myself is it is impossible if I don’t size right. I suspect no one keeps their cool if they are in a trade that could end them.
Two years from now you feel no emotion about any trade. Just go straight there. Easier said
Two years from now you feel no emotion about any trade. Just go straight there. Easier said
February 7, 2026 at 2:16 AM
think some people built different. one thing I have come to understand about myself is it is impossible if I don’t size right. I suspect no one keeps their cool if they are in a trade that could end them.
Two years from now you feel no emotion about any trade. Just go straight there. Easier said
Two years from now you feel no emotion about any trade. Just go straight there. Easier said
You mean the toilet as in ‘I’m down a tonne and this thing keeps moving up and I’m vomiting because my emotions are beating down what I know to be true’?
February 6, 2026 at 12:32 AM
You mean the toilet as in ‘I’m down a tonne and this thing keeps moving up and I’m vomiting because my emotions are beating down what I know to be true’?
I have the feeling this will be a master stroke (yet again)
January 30, 2026 at 7:05 AM
I have the feeling this will be a master stroke (yet again)
All the best Sparty. Thanks for the content. As always, let me know if you can ever use anything from down under
January 28, 2026 at 6:20 AM
All the best Sparty. Thanks for the content. As always, let me know if you can ever use anything from down under
Maybe I’m just convincing myself…but I don’t often like a long and I would not short this. Seems a bunch of narratives that don’t actually seem grounded in what the dollars do in reality. Will bounce hard if it does bounce I suspect. Tough stock to cover yourself for on the upside
January 27, 2026 at 7:00 AM
Maybe I’m just convincing myself…but I don’t often like a long and I would not short this. Seems a bunch of narratives that don’t actually seem grounded in what the dollars do in reality. Will bounce hard if it does bounce I suspect. Tough stock to cover yourself for on the upside
Bit of trivia is that booli owner is a competitor of a few of the major estate agent owners there (owned by banks)
January 27, 2026 at 6:57 AM
Bit of trivia is that booli owner is a competitor of a few of the major estate agent owners there (owned by banks)
Homes sold is the metric that matters. Pre market volumes are often stale.
No qualms with the view on volume reductions. That is true. It will in the short term move with the realestate volumes.
No qualms with the view on volume reductions. That is true. It will in the short term move with the realestate volumes.
January 27, 2026 at 6:43 AM
Homes sold is the metric that matters. Pre market volumes are often stale.
No qualms with the view on volume reductions. That is true. It will in the short term move with the realestate volumes.
No qualms with the view on volume reductions. That is true. It will in the short term move with the realestate volumes.
Earnings coming Thursday if I recall for hemnet too. So could be spicy short term.
January 27, 2026 at 6:19 AM
Earnings coming Thursday if I recall for hemnet too. So could be spicy short term.
I have found no evidence of material inroads. Boori purportedly making inroads but if/when hemnet does a success arrangement that will end that. Dominant players just don’t seem to lose share, when you look across markets
January 27, 2026 at 6:10 AM
I have found no evidence of material inroads. Boori purportedly making inroads but if/when hemnet does a success arrangement that will end that. Dominant players just don’t seem to lose share, when you look across markets
Again. Stole that idea from others too
January 27, 2026 at 5:05 AM
Again. Stole that idea from others too
Also like Hemnet long. Realestate portals are not going to be an AI casualty I do not think. You need a place for people to go for such large purchase/sale. People will not skimp on second best solution only.
All the short thesis’s sound like BS to me.
My deranged ways don’t lend to going long o
All the short thesis’s sound like BS to me.
My deranged ways don’t lend to going long o
January 27, 2026 at 5:04 AM
Also like Hemnet long. Realestate portals are not going to be an AI casualty I do not think. You need a place for people to go for such large purchase/sale. People will not skimp on second best solution only.
All the short thesis’s sound like BS to me.
My deranged ways don’t lend to going long o
All the short thesis’s sound like BS to me.
My deranged ways don’t lend to going long o
Next earnings release will be the test. Views on movie success will be short term determination of sentiment I suspect.
Annual report will not drop till like May though.
Usual buy back nonsense launched. I know managements well enough now to know that means nothing.
Annual report will not drop till like May though.
Usual buy back nonsense launched. I know managements well enough now to know that means nothing.
January 27, 2026 at 4:59 AM
Next earnings release will be the test. Views on movie success will be short term determination of sentiment I suspect.
Annual report will not drop till like May though.
Usual buy back nonsense launched. I know managements well enough now to know that means nothing.
Annual report will not drop till like May though.
Usual buy back nonsense launched. I know managements well enough now to know that means nothing.
Should say trends for labubu
January 27, 2026 at 4:04 AM
Should say trends for labubu
Have a look at pop mart in google trends. Seems the only way is south. Not my original idea, but I like it
January 27, 2026 at 4:02 AM
Have a look at pop mart in google trends. Seems the only way is south. Not my original idea, but I like it
Marginal need for compute from bitcoin gone then glut for Ai? Or how do you see the link?
January 25, 2026 at 11:37 PM
Marginal need for compute from bitcoin gone then glut for Ai? Or how do you see the link?
Any views on catalyst for AI bust? I.e. what you would observe to know when it’s on its way down?
January 25, 2026 at 11:29 PM
Any views on catalyst for AI bust? I.e. what you would observe to know when it’s on its way down?