The Horseman @0xHorseman Twitter profile

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@Malinka1102

The Horseman

@0xHorseman

18 days

@lindsaystamp3 The biggest benefit to financial independence is not the retirement aspect, but rather, its being able to choose what you spend your time on, without having any external concerns. Being able to exist and live a comfortable lifestyle (or permanent “instagram” lifestyle if you’re

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The Horseman

@0xHorseman

6 months

@ChewiesMama777 High grocery prices are actually a feature of living “off the grid”. > Dillingham is not connected to the statewide road system, and the only way to reach the city is by airplane or boat

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The Horseman

@0xHorseman

9 months

@TikTokInvestors $150k to close with no income and no way to service the monthly debt. Hoping that you can get enough bookings to breakeven. Paying unsecured rates that are likely north of 30% apr. Surprised this even made it through underwriting. She’d fail the debt-to-income ratio if she tried

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The Horseman

@0xHorseman

25 days

@Austen For high-value customers, Chase often expedites the hold time on a check (credit the funds before they clear the ACH). The bug, apparently, was that they treated everyone as a high-value customer this weekend. People were writing + depositing bogus checks and seeing them

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The Horseman

@0xHorseman

5 months

Many people argue that the "hardest" part of investing is getting your first arbitrary number (eg $200k, $1m, etc.) I'll say that it doesn't get any easier over time. In fact, as you get to larger numbers, it feels harder because you cannot easily "fix" a drawdown by adding

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The Horseman

@0xHorseman

3 months

@PathwayToFI The median tells a different story. Same data set.

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The Horseman

@0xHorseman

4 months

@BoomerDivvies Middle class. The distinction for me is that the overwhelming amount of their assets are generating no value and they cannot unlock that value without creating a new monthly expense. The following assets generate $0, but cost 💵 to maintain: Primary residence Cars If the

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The Horseman

@0xHorseman

5 months

@theficouple One note: The risk free rate on $450k is $20.7k/yr. In your example, they’d be losing money by renting the home instead of selling it. They could move up the risk ladder and earn $36k/yr while taking some risk (likely equal to renting the unit) and still get paid monthly (just

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The Horseman

@0xHorseman

2 years

$JEPI: $0.444 (this month) x 21,000 = $9,324 💵 ... and this was a slow month.🍾🍾🔥 Thanks $JEPI

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The Horseman

@0xHorseman

2 years

@Liathetrader $EXR and $PSA are candidates if you don’t want to own an actual facility. $PSA has a ~13% CAGR going back to 1986, so on $50k invested you’d be at around $4.8M today. $EXR has been traded since 2005 & has a 19.4% lifetime CAGR Both pay dividends.

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The Horseman

@0xHorseman

2 years

@unusual_whales The reason for this: Our inventory levels were too lean last year, and we made the strategic decision to build inventories this year, which enabled the strong top-line growth we have delivered," CEO Calvin McDonald said on a late Thursday call with stock analysts.

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The Horseman

@0xHorseman

7 months

@FilledWithMoney This is a State Farm specific issue. They have the most exposure in Hawaii and incurred major losses due to the firestorm in Maui. State Farm has indicated that they’re going to be taking a state specific approach to policies as they move forward.

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The Horseman

@0xHorseman

2 months

I’m getting texts from folks who never text asking if I’ve looked at my accounts today. 😂😅 Yes, yes I am aware. 😅

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The Horseman

@0xHorseman

2 years

@QCompounding Although it’s more than $100k now, the point stands. 💵 If you have the discipline to get to $100k invested/saved, you can get to $1M. It’s a mindset thing once you’ve developed the right habits.

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The Horseman

@0xHorseman

10 months

Picked up a new toy the other day: It's an Audi RSQ8, loaded up. Still have the Bentley Conti GT too. The cars that I purchase are paid for entirely through my investments. Spend money on things that you enjoy. 💵

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The Horseman

@0xHorseman

1 month

@L0SCH @PicturesFoIder It’s actually worse than that. She’s actively working against him by going to the store and refusing to buy his toiletries. This results in excess trips and money wasted. Likely explains the bars on the windows of her house. Poverty mentality.

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The Horseman

@0xHorseman

1 year

I present Extreme Fear:

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The Horseman

@0xHorseman

1 year

@Tortoisehead Everyone is going to have a different journey. Arguably, with $249k, you are doing better than most. Even if you stop contributing here, you’ll likely end up at ~$827k (6.5% CAGR) by the time you’re 65. $5k/yr more pushes you to over $1m for retirement. You’ve got this.

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The Horseman

@0xHorseman

8 months

@lindsaystamp3 When climbing the corporate ladder, I tried not to stay longer than 3 years at any place. Y1= new in role, learn everything Y2= teach others, take on more responsibilities Y3= get promoted or leave I’ve found that there’s very few new things that you’re going to learn in any

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The Horseman

@0xHorseman

1 year

Old Dominion Freight Line Q1 - $ODFL 5% decrease in Net Income; weakness in LTL shipments per day and LTL weight per shipment. This seems to be pretty consistent with our current recessionary environment Other notable items: $141.7M in share repurchases $44.1M in dividends

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The Horseman

@0xHorseman

5 months

Kinsale $KNSL Kinsale is currently experiencing what's likely going to be the largest drawdown ever in the history of the stock being traded at around 33% after today. While drawdowns this steep don't happen often, they do happen from time-to-time. For many folks, seeing a

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The Horseman

@0xHorseman

1 month

@321gaux This isn't a "wtf" moment. The price has gone up 13% since 2014 (10 years ago). In 2014, this was $14.99 per pound. In 2024, its now $16.99 per pound. On a compounded basis, the price has increased 1.25%/yr over the past decade.

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The Horseman

@0xHorseman

6 months

@DonMiami3 Agreed. I’ve been saying this for quite some time. If one doesn’t own assets, they’re most likely going to have a lifestyle of poverty and public transportation. The next move up is going to be something else.

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The Horseman

@0xHorseman

10 months

Today we're taking a look at another cannibal: $MUSA Murphy USA, the OG Gas Biz Murphy USA is a retail gasoline and convenience store chain in the United States 🇺🇸. The company was originally a division of Murphy Oil Corporation but was spun off as a separate entity in 2013.

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The Horseman

@0xHorseman

3 months

@thechosenberg $6 invested in Chipotle $CMG is worth $128 today. Next time you order Chipotle, it might not be a bad idea to also buy the stock.

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The Horseman

@0xHorseman

10 months

$NVR is my #1 cannibal; they announced another $750mm of buybacks recently. $DDS is another that I continue to own. The Dillard family still retains control and most of their wealth ($bn) is tied up in the shares. $AZO + $ORLY I think both have staying power. The EV adoption

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The Horseman

@0xHorseman

5 months

@BoomerDivvies No way. Shoes off right when you walk in. You stand in urinals and other dirty places with shoes. No need to track that into your house.

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The Horseman

@0xHorseman

1 year

@LiebermanAustin If you have the full amount, open a high yield savings account (>4% apr) + deposit the balance and then provide the new account info to your lender so that they can automatically withdraw the $500/mo. This way you get the risk free yield + no longer need to look at the payment.

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The Horseman

@0xHorseman

1 month

As someone who has millions in a taxable brokerage account, this checks out. The taxable portfolio is one of the most misunderstood and ignored personal finance tools at one’s disposal. The hang ups that people get stuck on are quite frankly bizarre. A taxable brokerage

Nick Maggiulli

@dollarsanddata

1 month

Hot take: Maxing out your 401(k) when you are younger is almost always the wrong choice. The extra 0.5% per year isn't worth locking up your wealth until old age.

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The Horseman

@0xHorseman

8 months

@DecadeInvestor It’s a decent program for people who know nothing about investing and don’t care to learn (the majority of people). It provides a safety net for their future. If you know what you’re doing, then it’s a terrible program and you’d be better off investing yourself.

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The Horseman

@0xHorseman

2 years

@SMB_Attorney This is why I’m a huge believer in stacking personal assets (equities, RE, royalties/dividends). Companies will replace you whenever there’s turbulence. I’ve been in your friends shoes before. I had to become independently wealthy. Now I can say: Never again.

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The Horseman

@0xHorseman

2 years

@FilledWithMoney @Fire5280 Do you think that you’ll be able to spend? People who are extremely risk averse tend to struggle with spending, even once they have money.

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The Horseman

@0xHorseman

2 years

@texasrunnerDFW Clickbait at its finest. I found that house. It’s contingent with a $230k price. On $120k income with $40k down they could easily afford that house.

15071 SE Rupert Dr, Milwaukie, OR 97267 - 3 beds/2 baths

(RMLS) Sold: 3 beds, 2 baths, 1144 sq. ft. house located at 15071 SE Rupert Dr, Milwaukie, OR 97267 sold for $500,000 on Apr 30, 2024. MLS# 24037891. Come see this newly renovated home in desirable...

www.redfin.com

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The Horseman

@0xHorseman

2 years

Picture yourself + your date going to Ruth's Chris and ordering: - Large Seafood Tower - 2x Filet Mignons - Iceberg Wedge Salad + Random Shareables for the table The bill comes to $250 💵 569 shares of $JEPI / $JEPQ covers this meal every single month.

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The Horseman

@0xHorseman

1 year

Imagine not investing over the past year because some guru on Twitter told you to stay in cash.

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The Horseman

@0xHorseman

1 year

According to IBKR, the $JEPI dividend for April will clock in at $0.44506/share. The $JEPQ dividend is $0.45394. Both have ex-dividend dates of Apr 3. 👀🔥

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The Horseman

@0xHorseman

9 months

@SelfMadeMastery Apple is moving AI operations out of California and consolidating the teams in Texas.

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The Horseman

@0xHorseman

2 years

@unusual_whales I’d cry too if I missed out on a 6+ month severance package. You want to pay me 6-mos of full comp + accelerated stock vesting to go? I volunteer. Pick me first. Top of the list.

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The Horseman

@0xHorseman

9 months

@Rawk_FI It’s something that people who don’t have money say to try and sell courses or programs. Rich folks don’t care at all if someone else gets wealthy, and they surely don’t go out of their way to try and inhibit someone from growing their capital.

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The Horseman

@0xHorseman

2 years

@Iamraylin_nyc Monday is a $9.3k payday for me! 💵

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The Horseman

@0xHorseman

2 years

@unusual_whales “Higher for longer” will eventually be replaced with “mistakes were made”. Just need to give it a bit more time.

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The Horseman

@0xHorseman

7 months

@SelfMadeMastery It’s good to check out so that you can confirm any of the charges that occurred in your room.

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The Horseman

@0xHorseman

2 months

Went on a buying spree today. 🎉🙈 Will revisit this in 6-months to see how it turned out.

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The Horseman

@0xHorseman

5 months

@awealthofcs 💯Been saying this for awhile now. High rates aren’t impacting the folks who they want to impact. Ppl who are sitting on cash are finally in a position where they are earning meaningful sums of money in a risk free manner.

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The Horseman

@0xHorseman

10 months

@MoneyJrod Do people hate paid off Toyotas or do they hate accounts which proclaim that one should only own a 20 year old car and never consider anything else? If one doesn’t like cars or doesn’t have money, then yes it makes sense to get the cheapest thing one can to get to work. When

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The Horseman

@0xHorseman

10 months

People spend far too much time worrying about the next market crash and not enough time worrying about how to get their money right 💵.

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The Horseman

@0xHorseman

10 months

$ULTA the Cannibal Today we're taking a look at $ULTA, the largest beauty retailer in the USA 🇺🇸. By the numbers: $ULTA has been compounding at a 16.87% clip since 2008. Over the past 5 years, it's CAGR is 11.31%: $10k invested in $ULTA in 2019 is clocking in at nearly $17k

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The Horseman

@0xHorseman

2 months

@Carnage4Life Delta needs to hire a competent engineering team that knows how to reimage and rollback system updates. Delta was the only company that couldnt figure out how to get out of this problem themselves. Start by cleaning house and firing whomever is in charge of infra. Operating

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The Horseman

@0xHorseman

1 year

@ecommerceshares Ppl justify anything when they’re making money. Greed has no bounds and seeing a portfolio move up 5%+ per day turns one into a believer. I suspect that we will see the same behavior in the next cycle - whenever that occurs.

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The Horseman

@0xHorseman

1 year

There’s no reward for being the richest person in the cemetery. Make sure to enjoy the time that you have.

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The Horseman

@0xHorseman

1 year

Don’t get discouraged by the frugal finTwit gurus out there. Your financial path is your own & you get to decide how you want to spend your money. I’ll never judge someone for spending on 👗, 🚤, 🏎️, ✈️, 🏡, ⌚️etc. As long as it fits your plan - go for it! 🎉

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The Horseman

@0xHorseman

1 year

The Extreme Fear fun is about to begin in another 2 points to the downside.

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The Horseman

@0xHorseman

2 years

$O, $MAIN, and $GAIN. Three monthly dividend payers. Going back to 2008, it looks like $O offers the least amount of volatility, while $MAIN offers the best return. All 3 outperformed the S&P500. Do you own any of these? 👀

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The Horseman

@0xHorseman

4 months

@DLJackson92_ @BoomerDivvies It’s locked value. It doesn’t help them today. A person cannot borrow against their home without creating a new monthly bill. There are of course ways to unlock the value (eg sell their home, borrow against the home to buy another asset which covers the borrowed amount, etc.),

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The Horseman

@0xHorseman

9 months

@GuyTalksFinance @drgurner I think the disconnect here is that you’re coming at this from the perspective of someone who is new in his investing journey and hasn’t yet acquired many assets. Quite a few people replying to you are people with millions of dollars worth of assets and things that they want to

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The Horseman

@0xHorseman

9 months

2023 Core Portfolio & Reflections YTD: +25.5% Max Drawdown: -6.55% 2023 was an interesting year for the core portfolio. The portfolio started January off with a blast, but then moved sideways + down all the way until June. By the end of May, this portfolio was actually negative

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The Horseman

@0xHorseman

3 months

Core Portfolio Monthly + Mid-Year Review YTD: +10.17% June: +2.62% Top Contributors: $TPL (+19.76%), $FICO (+15.41%) Top Detractors: $POOL (-15.46%), $FNV (-3.97%) This has been one of the tougher first halves that the core portfolio has experienced in years. Companies that have

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The Horseman

@0xHorseman

5 months

@money_cruncher This war on the middle tier income earners is getting old and it’s concerning that this is the direction that things are headed. The IRA changes will impact many white collar workers. The NII tax is just an additional burden on people who are already paying. The 1031 will impact

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The Horseman

@0xHorseman

8 months

@willis_cap Did you see the SBC? The entire board needs to be fired.

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The Horseman

@0xHorseman

5 months

$MAIN declares a dividend raise + special dividend of $0.30, payable on 6/27/2024 (ex- 6/21). At the conclusion of this upcoming quarter, $MAIN will have paid it's shareholders $41.59 per share. Main Street pays monthly dividends (just like a rent check). It IPO'd at $15 in

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The Horseman

@0xHorseman

2 years

@Quartr_App @MoS_Investing @QCompounding @mjmauboussin @FocusedCompound @IrrationalMrkts @WorldStockss @PiggybackStocks @lonewolvesfrank @stonkmetal These are some great names. I own a few myself. Really appreciate you putting the slides together in a concise format. You’re providing signal through much of the noise on this platform. I hope your entire team has a wonderful new year! 🎉🎉

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The Horseman

@0xHorseman

1 year

@Darkminer71 I was expecting $TSLY to get smoked given how much Tesla got yo-yo’d last month. I’m surprised the payout is actually decent. Overall 👍 no complaints.

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The Horseman

@0xHorseman

1 year

Fear, my old friend... It's almost time for us to meet again.

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The Horseman

@0xHorseman

1 year

@StealthQE4 @drewdamn87 “Sometimes, one mortgage can’t cover everything” 💀 Here’s a pro tip: if you need two mortgages for a single property, you can’t afford it. Don’t set yourself up for failure.

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The Horseman

@0xHorseman

9 months

@FinPhilosopher As your capital increases, you should use it to purchase things that matter to you. People rarely talk about it but it is possible to end up with more than you will ever spend. You should try to enjoy things that you can afford while you can because tomorrow isn’t promised.

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The Horseman

@0xHorseman

2 years

@DividendBreeder Mine exceeds my expenses, but I’m not really interested in stopping. Only 37 years old and the whole Retire Early thing doesn’t work for me. I keep buying more securities. Doing what I love without having to worry about negative events.

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The Horseman

@0xHorseman

22 days

Added some additional Microsoft $MSFT today in the core portfolio.

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The Horseman

@0xHorseman

1 year

Core Portfolio Update for September: Return: -3.82% Top Performers: $UNH, $PGR, $RLI & $AZO Top Detractors: Everything else 😅 YTD: +12.31%

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The Horseman

@0xHorseman

3 months

Pool Corp - $POOL made the right move today by guiding down and setting investor expectations before their earnings on July 25, 2024. 👏 Customers may be buying fewer pools due to economic factors impacting discretionary spending (e.g. inflation, higher interest rates, or

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The Horseman

@0xHorseman

4 months

@BarbellFi Nope. At a low 6.5% CAGR on his investments, the $2m is going to be worth $5.1m in 15 years. He can pay off the house then. ARMs usually have a cap on each increase (max 2% is typical). If the “bearish” headlines are correct, there’s a decent probability that his rate wont go

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The Horseman

@0xHorseman

2 months

People like consistency and they don't want to think about their returns. I don't believe anyone is buying $JEPI, $JEPQ, or any of the other derivative income products thinking that they are optimized for growth vs. other types of portfolios. $JEPI has around $33B worth of

Benjamin Felix

@benjaminwfelix

2 months

Covered calls: most of the downside risk of stocks without all the upside. Why do people want this?

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The Horseman

@0xHorseman

5 months

Core Portfolio - April 2024 Return: -5.6% (+3.5% YTD). Best Performers: $HEI, ( $FNV *barely) Everything else was down on the month. This month the core portfolio started red and stayed that way for 3 weeks in a row before having a small reprieve on week 4. The portfolio was

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The Horseman

@0xHorseman

4 months

$TPL - Texas Pacific Land is a company that I've been talking about since I started on Twitter/X. It's part of my core portfolio. My thesis remains the same. Buy quality companies that continue to innovate with strong ROIC and FCF/Share. Then just keep buying on a recurring

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The Horseman

@0xHorseman

1 month

I made one new purchase this month. It was for Landbridge $LB. If you missed Texas Pacific Land $TPL, Landbridge is operating under a similar vein. They earn royalties off of the resource rich land that they own. They also have a water business which is set to generate

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The Horseman

@0xHorseman

2 months

@TripleNetInvest Flight to quality. Ppl want higher quality meals at a reasonable price. $15 isn't bad compared to what you get at McDonalds for close to the same price (which is why MCD is now bringing back $5 menu items).

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The Horseman

@0xHorseman

11 months

@Blind__Luck Many buyers are waiting for rates to come down. I suspect that at 5.75% (or lower) rates, we’ll start seeing lots more inventory move. With unemployment and credit delinquencies rising, along savings getting depleted, the Fed will lower its benchmark rate. Give it 12-24

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The Horseman

@0xHorseman

5 months

@DividendBreeder It’s funny that you mention this. There seems to be a massive disconnect between what the data says and what people on social media say. The data says that $MCD is selling more food than ever across all markets (yes, including the 🇺🇸, despite inflation) Social media would

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The Horseman

@0xHorseman

8 months

United Rentals $URI clocks in with an amazing fourth quarter! 💵 💵 ✅ Record 4Q Results ✅ $1.5B of Buybacks ✅ 10% Dividend Raise

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The Horseman

@0xHorseman

5 months

Worth sharing this again today after the $TPL news. Old companies can still innovate. $TPL remains part of my core portfolio. I've written about it for a few years now.

Dividend Growth Investor

@DividendGrowth

1 year

One of my favorite stock market stories involves a lost share certificate The Texas Pacific Railway went broke in 1885. To compensate bondholders, some land was put in a trust called Texas Pacific Land Trust All the bonds were exchanged except for Certificate 390 It was

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The Horseman

@0xHorseman

2 years

Arguing with people about investing strategies is a waste of time and energy. If you have a strategy that works for you and is meeting your goals, keep doing that.

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The Horseman

@0xHorseman

1 year

Unpopular Opinion: Working a 9-5 while investing is the fastest way to earning millions of dollars. A person who owns $2M of real estate but nets (after expenses) $8k/mo, is making the same or less as someone who has 0-years of experience but earns $100k at their first job.

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The Horseman

@0xHorseman

7 months

Beware of FinX "millionaires" who claim that you shouldn't or cannot buy things that you want to buy after you've amassed wealth. Money at scale presents completely different opportunities vs. what FinX would have you believe. As an example, imagine someone who has $2mm in a

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The Horseman

@0xHorseman

1 month

@StealthQE4 Going up. Both Dems and GOP officials continue to spend money. Both parties are heavily invested in the market. Both parties have members who have proposed bills to increase equity ownership. At the end of the day, no one is going to sit in office and say, “ah, we don’t care

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The Horseman

@0xHorseman

10 months

Anyone know about the second/special dividend from $JEPQ for this month? The payable date is on the 20th which leads me to believe that holders may be receiving two dividends from $JEPQ for the month. Image below from my brokerage this morning.

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The Horseman

@0xHorseman

2 months

@Citrini7 Yep. Markets climb a wall of worry.

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The Horseman

@0xHorseman

2 years

@DecadeInvestor Yep. There’s people who buy assets and people who do not. Those that do not buy assets typically focus on consumption. Those who buy assets delay their gratification in exchange for future financial stability. Asset buyers continue to buy so their wealth compounds faster

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The Horseman

@0xHorseman

10 months

November's Core Portfolio Update: Return: +8.81% YTD: +19.1% Top Performing Categories: Credit Scores ( $FICO ) + Credit Rating Agencies ( $SPGI ), Self-Storage ( $EXR ) $FNV & $TPL were under a bit of pressure this month.

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The Horseman

@0xHorseman

1 year

Please be mindful when copying the investing style of others. If your risk tolerance differs from the person whom you’re copying you may make mistakes when the portfolio experiences a drawdown.

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The Horseman

@0xHorseman

2 years

IDEXX Labs - $IDXX [ Core Portfolio ] IDEXX is known for developing products and services for our companion animals! 🐶🐱 Since 1991, $IDXX has a CAGR of +22.04% On $10,000 invested, you'd have $5.9m today. FCF/Share 7.52 💵 Do you have a pet?

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The Horseman

@0xHorseman

2 months

Core Portfolio - July MTD: +6.4% YTD: +17.2% Top Performers: Pools, Housing, Healthcare, Transportation & Energy. $POOL, $NVR, $UNH, $ODFL, $TPL Detractors: Retail Clothing, Semi's. $DDS, $KLAC The core portfolio was spared much of this month as money started to flow into

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The Horseman

@0xHorseman

2 months

$MSCI I don't miss on these. 🎯 What people need to realize is that when folks start treating a profitable company as if it's going out of business because of one bad quarter - they're wrong. Plain and simple. It's a tale as old as time. +24% in 2 months.

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The Horseman

@0xHorseman

2 years

@Weekly_Dividend $JEPI is one part of my dividend flywheel. I own over 20,000 shares.

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The Horseman

@0xHorseman

2 months

@GayBearRes

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The Horseman

@0xHorseman

2 months

@joecarlsonshow Much of the $3.7b is just growth too; Valley Forge has pretty low turnover. These are high quality companies that compound at a 20%+ CAGR, and have for years. Investing doesn’t have to be complicated. Strong names that have solid FCF/Share + ROIC tend to do well over time.

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The Horseman

@0xHorseman

1 year

Spend less time tearing people down and more time encouraging others.

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The Horseman

@0xHorseman

4 months

Good news coming out of $SAIA this morning. LTL tonnage may have seen its trough in daily shipments. Too early to get excited, but this data point is trending in the right direction for transportation. $ODFL may benefit from this as well.

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The Horseman

@0xHorseman

7 months

@chutneylife The counter argument is that if one party is going into a relationship with significant wealth/assets and the other party has none (or much less), why would you want to lose any of what you built (alone) in the event of a divorce? Prenups are not geared towards people who are

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The Horseman

@0xHorseman

1 year

$NVDA is up 116% YTD. Wow. 🔥

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The Horseman

@0xHorseman

2 years

@DividendGrowth Always manage your own career. I use a “3 year plan”: Y1- learn & become proficient in role Y2- take on more responsibilities, help new people in the org, master the role Y3- get promoted or leave By Y3, you’re way more valuable to a new company so you can expect a large raise

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The Horseman

@0xHorseman

1 year

In the end, compound gains through asset ownership will always outpace labor. Wealth will concentrate around asset owners. Same thing that happens in every society. You either buy assets or get left behind.

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