Schrader @UtmostClean

utmostclean.com United States Joined October 2015

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Schrader @UtmostClean

5 days ago

@evrgn11112231 Makes me wonder if KKR is interesting. Everyone sold down bc of software.

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Schrader @UtmostClean

5 days ago

@evrgn11112231 The Anatomy of a "Turn" Trader

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Schrader @UtmostClean

5 days ago

@evrgn11112231 @pitandhummus Yes you’ve been consistent there. And correct. The mult spread has massively corrected Much less capital intensive than most of these mega caps except MA!

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@evrgn11112231 @pitandhummus Is there a stock where you sized/had confidence in/duration/ stubborn conviction and eventually sold bc it didn’t play out? And thoughts on NVDA being the next sized holding ?

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Schrader @UtmostClean

6 days ago

@evrgn11112231 @ggpcap @Beutty @dalibali2 @cmo040958 @buccocapital Ha. Exactly. I’m starting to wonder if $NVDA will be your largest position next year. Eventually it’s recurring. Zero capex (relative to the ones everyone talks about)

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Schrader @UtmostClean

6 days ago

@evrgn11112231 @ggpcap @Beutty @dalibali2 @cmo040958 @buccocapital I follow you a lot on new ideas. I greatly respect your conviction. Again inevitable is so powerful. $GEV another easy example but I’ve been out now and lean short $CAT as of last week.

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Schrader @UtmostClean

6 days ago

@evrgn11112231 @ggpcap @Beutty @dalibali2 @cmo040958 @buccocapital I think respecting flow creates opportunities. Respecting you’re not a complete genius and understanding risk reward. Leads to selling too early and adding to great names on stupid flows. I respect the stupidity of $MA recently and added a LOT then trim Friday on big alpha

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Schrader @UtmostClean

6 days ago

@evrgn11112231 @ggpcap @Beutty @dalibali2 @cmo040958 @buccocapital Yes bme was seeing the ball and experience. Funny get mocked when it was a quarter early. When in reality it was an opportunity. And then being able to buy up 7 percent which was nothing is true grit. I’m always early. Entry and exits. Bc play the rotating risk rewards.

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Schrader @UtmostClean

6 days ago

@evrgn11112231 @ggpcap @Beutty @dalibali2 @cmo040958 @buccocapital Yes. The by far most profitable trades I ever had were selling otd puts with upside calls in the exact names big caps you talk about. Like not even close wheee you wear flip flops into the office knowing how awesome it’s gonna be

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Schrader @UtmostClean

6 days ago

@evrgn11112231 @ggpcap @Beutty @dalibali2 @cmo040958 @buccocapital They often confuse people though he NEED performance. That is the crux of opportunity. Look at druck with teva. Same things repeat every year. I applaud stubborn with conviction. Can you give an example of when you actually changed your mind and left after waiting.

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Schrader @UtmostClean

6 days ago

@evrgn11112231 @ggpcap @Beutty @dalibali2 @cmo040958 @buccocapital Inevitabilities are very powerful.

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Schrader @UtmostClean

6 days ago

@evrgn11112231 @ggpcap bullish. new models are improving. They kick out better products. the core is absolutely on fire. Each person spending 59 min a day on FB/IG Vs 48 min. Before AI. Add in ad load and pricing HSD. Bonkers. $ASML 2.0 monopoly

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Schrader @UtmostClean

a month ago

@PythiaR @Flash_Capital_ He also massively trimmed goog as he was worried about AI only to now buy it back.

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Schrader @UtmostClean

a month ago

@evrgn11112231 @Lazarus_Capital It’s simple. It’s more important than your hardware. How else will a grandparent connect to see highlights of their 9 year olds AAU highlights. Managed by the parents. It hits all the emotions meanwhile the parent and kid slowly choose to buy a rogue box jump! Top funnel

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Schrader @UtmostClean

3 months ago

@evrgn11112231 @AestheteCaveman Meta will take it all the way to Supreme Court and argue first amendment. Will take years….years. In the meantime stock will hit 3,721 and be the next PM. It will be an upper decker HR

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Schrader @UtmostClean

3 months ago

@evrgn11112231 @AestheteCaveman Litigation takes multiple years. While Tort lawyers for you pages all OF

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Schrader @UtmostClean

3 months ago

@evrgn11112231 @CheapStockGuy @based16z On the road on spring break and thinking about the structural tailwind of all the commuters on IG during rush hours. Prime demographic exploding CPMs all because of self driving. So spend 150bln more on capex Zuck and litigate. Meta Moat

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Schrader @UtmostClean

3 months ago

@evrgn11112231 @CheapStockGuy @based16z I mean everyone said hohn is amazing. Interviews and clips at the start of the year. He’s probably down 12 -14 percent ytd. Who cares. So much random noise.

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Schrader @UtmostClean

3 months ago

@evrgn11112231 @CheapStockGuy @based16z Nothing discussed about Meta is a step change that changes the core underlying thesis. The company is just continually future proofing time spent. Self-driving will have a bigger uplift than any of these topics. Usage on Instagram explodes. Literally scrolling during ncaa tourn