Larry (@longonlylarry) 's Twitter Profile
Larry

@longonlylarry

Equity analyst. BQL dependent. For your entertainment. What are you, fuckin’ nuts? Opinions, not investment advice.

ID: 1802022402206859264

calendar_today15-06-2024 16:56:41

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I actually don’t have a clue why $T is down 2% on a really good print, with expectations that came down intra quarter. Commentary on the call is business as usual? Price hike coming 4Q, no more buying assets (so FCF goes to buybacks + dividends + debt), decommissioning copper on

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The big part you’re missing is the places where this is actually a widespread problem are sanctuary cities, I promise democrats are not going to allow legislation against their precious immigrants. Mamadou isn’t delivering your DoorDash in the suburbs of Long Island.

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150B revs and -20B EBIT can absolutely not be right unless they’re just adding the hyperscalers + Meta’s EBIT which would be a lol

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Ex just told me she’s considering coming to Boston to see me next weekend, pod shop & long only role doing software (and not just value) offers potentially coming in next week

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Need a girlfriend so hot one of the SEC burners posts a picture of me and her with the caption “what am I doing wrong man”