yehoshzl pfp

yehoshzl

@yehoshzl

151 Following
365 Followers


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yehoshzl
@yehoshzl
I would not be fading Apple post WWDC. Lots of ppl have been waiting for a catalyst to upgrade. AI is the excuse and that will drive $AAPL to new highs.
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yehoshzl
@yehoshzl
We appreciate the pod from consensus. 🫑 Not easy doing one from a conference
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yehoshzl
@yehoshzl
Writing a post on Adobe. Anyone interested in reading?
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yehoshzl
@yehoshzl
Say what you want about Solana but firedancer is a great name.
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yehoshzl
@yehoshzl
Lots of negativity on SaaS. Bear case seems to be: 1. AI makes seat growth harder as companies are more efficient 2. AI is a net cost for SaaS to integrate, negative on margins 3. Highly priced stocks with no room for slowing growth/margins. Thoughts? I can see this for some companies, definitely not for others tho
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yehoshzl pfp
yehoshzl
@yehoshzl
Lots of negativity on SaaS. Bear case seems to be: 1. AI makes seat growth harder as companies are more efficient 2. AI is a net cost for SaaS to integrate, negative on margins 3. Highly priced stocks with no room for slowing growth/margins. Thoughts? I can see this for some companies, definitely not for others tho
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yehoshzl pfp
yehoshzl
@yehoshzl
Some thoughts on position sizing, probably most important part of portfolio management. https://open.substack.com/pub/thereservist/p/my-strategy-around-position-sizing
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yehoshzl
@yehoshzl
wOOt 🀩 designingtokenomics.com on the πŸ—ΊοΈ
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yehoshzl
@yehoshzl
What are the best takes you’ve read on $EIGEN?
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yehoshzl
@yehoshzl
Crypto structure bill passed house yesterday. Good time refresh yourself on some practical takeaways https://yehoshzl.medium.com/practical-takeaways-from-the-us-draft-crypto-market-structure-bill-6de24afd344
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yehoshzl
@yehoshzl
Oh and it only settled in 3-5 business days
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yehoshzl
@yehoshzl
This chart should be first thing you check if you want to know where the cycle is going. Agree? https://bitcoinetffundflow.com/us
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yehoshzl
@yehoshzl
So true
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yehoshzl
@yehoshzl
Don't talk to me about ETH gas being expensive until you have to pay $30+ on an intl bank transfer. At least there's a market for GWEI.
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yehoshzl
@yehoshzl
Welp. Finished writing H1 2024 review. All polished. And then: β€’ $ODD short report dropped β€’ ETH soars β€’ $PANW drops Should I just release 10 days early w/o changing or fix it all up for the June 30th. πŸ™‡πŸ»
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yehoshzl
@yehoshzl
Listening to Thursdays 1000x and it feels already β€œout of date” based on yesterday’s speculation and spirits. Trading is tough sers 🫑
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yehoshzl
@yehoshzl
Can someone explain why billings is the key metric for $PANW?
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yehoshzl
@yehoshzl
Been working on my H1 2024 update. Kept going back to 2023 recap to see if I've implemented lessons.. https://thereservist.substack.com/p/2023-portfolio-analysis-up-86-and
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yehoshzl
@yehoshzl
What are your favorite stocks and what interesting learnings have you had this earnings season so far?
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yehoshzl
@yehoshzl
$MNDY Earnings! Monster company. Growing revenue 30+% with large FcF. Let the doubters doubt but this is an amazing growth compounder.
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