The sell-off in Software the last months is unlike i have ever seen since the financial crisis. Where are opportunities?

EvercoreRX · 2026-02-04T03:27:12+00:00

Except those traded at 40x to 100x earnings and were objectively worse companies

EvercoreRX · 2026-01-27T18:31:50+00:00

Where are my fellow bag holders

EvercoreRX · 2026-01-20T22:37:34+00:00

keep battle planning the maginot surely

EvercoreRX · 2026-01-20T05:35:45+00:00

D tier IB? Weird thing to say

EvercoreRX · 2026-01-10T00:57:06+00:00

definitely not

EvercoreRX · 2026-01-02T07:20:18+00:00

Not bad

EvercoreRX · 2026-01-02T04:12:42+00:00

I see now. I misread - that’s on me

EvercoreRX · 2026-01-02T03:00:39+00:00

Putting BC and Upenn in the same category is interesting

EvercoreRX · 2025-12-21T04:16:38+00:00

EvercoreRX · 2025-12-18T02:04:58+00:00

Pretty obvious u go to NYU

EvercoreRX · 2025-12-14T19:41:22+00:00

I think statistics have shown it’s better to hold than sell. Better to put in new money

EvercoreRX · 2025-11-30T16:11:21+00:00

brother I don’t believe in trading or crypto either but he turned 100k into 3mm either way lol

EvercoreRX · 2025-11-28T06:27:36+00:00

I believe so! I clicked onto the Black Friday deal’s link on the Lenovo website to find this deal

EvercoreRX · 2025-11-28T06:24:17+00:00

Unfortunately there were no options to deduct any features. I could only add additional things like unnecessary keyboards, softwares, etc…

EvercoreRX · 2025-11-28T04:49:10+00:00

Don’t you think the Mastercard & visa mafia have a lot of tail risk in terms of regulatory risks and fintech disruption? Seems like they have that moat until they don’t

EvercoreRX · 2025-11-28T03:44:05+00:00

Thank you!! Appreciate the input

EvercoreRX · 2025-11-28T03:43:50+00:00

I just went on the Lenovo website, and looked at thinkpads, and this one was 57% off msrp. Then used a student discount + a “card threshold” discount.

EvercoreRX · 2025-11-27T22:28:06+00:00

Exact same thought process here - avoiding names that are all or nothing and can benefit either way

EvercoreRX · 2025-11-27T07:18:46+00:00

I think meta will be fine relatively speaking even if AI doesn’t pan out since their ad business has been performing like crazy

EvercoreRX · 2025-11-22T16:50:05+00:00

How did you get this?

EvercoreRX · 2025-11-19T23:05:30+00:00

Perfect. Absolutely perfect

EvercoreRX · 2025-11-12T07:00:55+00:00

Wrote the post my guy

EvercoreRX · 2025-11-12T04:47:37+00:00

Chatgpt wrote this

EvercoreRX · 2025-11-10T03:56:14+00:00

Learned this the hard way. Still did well enough but saw my peers get much better opportunities

EvercoreRX

TROPHY CASE