This is the greatest cover of any song and it’s not even close.

What the hell happened to $PSIX? Up 20% on blowout earnings and now negative on the day.

Skip the data center hype. Raw materials, logistics, construction, HVAC are the goldmines—diversified revenue streams with significant upside. The blue collar wave is coming 👨‍🏭 $PWR $POWL $FIX $VMC $LB $TPL

First screen for prospective investments: 🔎15%+ ROE 🔎10%+ Net margin 🔎Positive FCF (preferably $1B+ depending on EV) 🔎20%+ Revenue growth YoY 🔎10%+ EPS growth YoY 🔎PEG Ratio <2 (preferably <1) 🔎Industry leader with secular tailwinds What would you add?

How Peter Lynch selects stocks:

Who thought pharmaceutical commercial songs were a good idea. Not really a singing matter. Yeah I’m talking to you Trulicity 🫵🏼 Robert F. Kennedy Jr

$NU > $SOFI and it’s not particularly close. Change my mind.

55 career tips to get ahead Last year we had a young colleague join the family office which got me thinking about career advice I wrote 50 tips.. people responded with some great additions. So here's 55 career tips to get ahead, for family offices and beyond: 1. your boss

Thinking out loud here: Tariffs are 20% across the board = market gets hammered Tariffs were gonna be 20% but now 10% = market rips and bears get hammered Tariff talks go on for 4 more years = I get hammered

Every time I buy a few more $HIMS shares on the dip.

Tariffs memes are the hottest thing right now, so post your favorites👇🏻

Who hurt Mike White as a child, lord Jesus #WhiteLotus

Portfolio managers worldwide:

What is your top gold mining stock pick in the market today? $NEM $GOLD $AEM

What am I missing with $POWL aside from macro trend concerns? Fundamentals are off the charts and selling at a ~50% discount...