Kuppy @hkuppy

The world is healing…👇👇

Refining bulls celebrating new ATH in most refiners…🥳 (Unfortunately $PBF is doing typical shit-co things that shit-cos do with their cap structure)

@phil_hk All good points. I think this plays better overseas than in USA. Or at least the coastal parts of USA.

I agree. But how do you think about the proliferation of small competing brands that are all taking a few basis points of market share?? Many are targeting higher luxury price points, with earned media from celebrity founders and endorsers. Go to a bar and for tequila, there is casamigos on the low end, then 20 brands I have never heard of, but in intriguing bottles. I naturally try new stuff. Think many of my friends do the same. In whiskey or bourbon this is even more played out. Cannot even think of a mainstream brand besides Makers that I have drank in 5 years. Brewers all played whack a mole to acquire these craft brands and it was an epic failure. But they cannot compete well either…

😳😳 https://t.co/f0f7BoP91W

@leevalueroach @JoshYoung Dozen eggs is $2-3 in PR. Eggs everywhere. True pasture stuff. Not the fake soy $VITL stuff.

@rektdiomedes One day, I’m gonna get paid

@calvinfroedge He basically looted $DOLE while shareholders suffered. Not very honorable way to make money…

RT @hkuppy: I’m sort of conflicted here. I’ve been a “semi-permanent” Lukoil shareholder for half a decade now😩😩. So I’m rather annoyed the…

I’m sort of conflicted here. I’ve been a “semi-permanent” Lukoil shareholder for half a decade now😩😩. So I’m rather annoyed they keep droning my assets... On the other hand, I’m up to my eyeballs in US refiners and these attacks have sent the crack screaming…. Looking on the bright side, I guess I’m “hedged” by accident…😂😂

@ManchesterUtd81 @InvestInOnG I think they expand SRE to large refiners. Its insane that guys like $CLMT are adding $50c per gallon to gasoline so that they can then tallow into diesel.

@FishtownCap Indeed. And MPLX seems quite cheap too.

@RecoveryTrade @phil_hk @michaeljburry Great Eagle is quite cheap

West Point is now teaching a class on how to surrender to an inferior enemy when Hyperliquid shows weekend QQQ in the red… They call it the Trump Doctrine🤦‍♂️🤦‍♂️

RT @BowTiedMara: Today, Pampa presented to the President and national government officials a US$2.7 billion investment to build the largest…

@DeptOfDryWater They’re gonna yap about their cats on $RDDT🤭

RT @BarbarianCap: The Cheesecake Factory $CAKE - new All Time High Novo Nordisk $NVO drawdown 66% The American Eater Wins Again

@phil_hk @michaeljburry All good points on Wharf. I think it works anyway. Tourism is picking up again I really like Hysan. Though wish they’d pay down the prefs here. Lee Gardens is an amazing asset. Great Eagle is such a crazy discount to NAV. Why no buybacks??

@phil_hk @michaeljburry Why not wharf 1997 HK? I got Hysan and Great Eagle.

@TgMacro Now do refiners bro… and don’t say I didn’t tell you over $100 ago in $MPC and $VLO.

RT @KEDM_COM: There are horrible years for shares, and then there’s PAR Technology $PAR. Absolutely murdered as the market lost faith in it…

Took some grind, but $UTI is waking up today with a new ATH. Now that $META folding on AI, gonna be less bidders for chips, meaning that cash investment in data-centers goes further, and AI displacement of workers goes faster. Smart kids will go to Technical Colleges👇👇 https://t.co/jIBTUdJtay

@WesternLevel @Citi Why not JPM?

@NikLentz @Citi I lthink that @Citi makes you go to the branch so that the fat chick with purple hair can try and sell you 25 different products while she types in the wire instructions. The local $SBUX actually has higher standards for baristas…

RT @zerohedge: Apollo Gates Private Credit Investors For 2nd Quarter As 17% Rush To The Exits https://t.co/KCofPmEWBH