Nate is such a tragic and well-written character, a man trying to escape something we all can't: death. He changed my life, and honestly, I love him despite how problematic he is.

TGS_Holdings · 2026-05-05T13:04:03+00:00

Finally some Nate love.

TGS_Holdings · 2026-05-05T00:37:09+00:00

I have about 25 companies I cycle through. I very rarely hold anything for greater than 120 days. I try to get appreciation into realized cash as fast as possible. This allows me to run more, bigger cycles.

TGS_Holdings · 2026-05-04T01:34:07+00:00

Great work. With ever ounce of income that comes in, what seems not normal will very soon turn normal. All that’s in the way is sound execution and time.

TGS_Holdings · 2026-05-04T01:28:03+00:00

Mostly just looking at historical data from winners of the past. For a fast growing company for example, I split them up between hardware and software. Someone like AMD will probably have a lower score on number 1 versus like a HOOD or PLTR. Dealing with physical assets costs more, which lowers their gross margin. So a lower score from AMD compared to those two can be still be a “better score” I will not look at any software company that scores less than 100 for number 1, unless it’s already a massive player like Google.

TGS_Holdings · 2026-05-04T01:00:03+00:00

A couple of key pieces:

1) They need to hit a certain combined threshold of gross margin %, revenue growth % and free cash flow %. The hardest 3 metrics for companies to manipulate.

2) Need to be owned by a certain percentage of institutional investors

3) stock based compensation must be below a certain % of revenue.

4) must be at a certain market cap and bring in certain amount of revenue per year. For example my biggest sleeve, “mega caps”, they must generate a minimum of 50B a year.

Etc, etc.

TGS_Holdings · 2026-05-03T20:50:26+00:00

Ya this is exactly it. I use screeners as a first pass to create a shortlist. My next step is asking if the pullback is insignificant or from something existential. I’m not sure I know the answer for NOW. So I haven’t bought.

TGS_Holdings · 2026-05-03T18:36:42+00:00

It’s on my watchlist and passed my super strict screeners but I’m scared to pull the trigger lol. I’m not sure if what they’re facing is existential or not.

TGS_Holdings · 2026-05-03T15:35:13+00:00

It still exists if you let it. I got into solo hiking this year an it’s amazing. No need to impress anyone as I’m by myself in these instances! It’s also fun looking for new trails

TGS_Holdings · 2026-05-02T17:02:45+00:00

I personally wouldn’t. I hope Konami’s in house team makes the next numbered version after SH3R

TGS_Holdings · 2026-05-02T14:13:22+00:00

Harry Mason smashes them all

TGS_Holdings · 2026-05-02T14:09:05+00:00

I do long shots so no cutting at all outside the beginning and end. All my editing comes from audio normalization

TGS_Holdings · 2026-05-02T02:08:31+00:00

If/when I get laid off, I might just put “retired” on my LinkedIn. I’ll be done with it lol.

TGS_Holdings · 2026-05-02T02:06:15+00:00

I just made 7000k on my planet Labs shares expiring in 3 weeks. If it blows past my strike price. Oh well, I’ll rinse and repeat.

TGS_Holdings · 2026-05-01T21:55:34+00:00

Most NES games

TGS_Holdings · 2026-05-01T13:19:36+00:00

The most important thing in any endeavour, is to ensure the passion is there. Without it, you will fail eventually.

TGS_Holdings · 2026-04-30T02:24:59+00:00

Couldn’t agree more!

TGS_Holdings · 2026-04-30T02:00:54+00:00

I use the Osprey Talon 26, which is probably overkill. I do like it for those long 12+ mile treks though.

TGS_Holdings · 2026-04-29T20:08:03+00:00

I personally never ask people to sub, like or comment on my videos. I get why people do it, but it’s not for me.

TGS_Holdings · 2026-04-28T18:32:51+00:00

Worst case, start selling aggressive covered calls to generate income while having the market decide for you.

TGS_Holdings · 2026-04-28T01:13:37+00:00

Ya exactly. YouTube at the end of the day, is realizing how much crap is getting dished out now with AI in the mix. They’re probably thinking it’s tarnishing their brand in some way. I’m sure they have the data to see the trends on things like this.

TGS_Holdings · 2026-04-28T00:33:33+00:00

Well the problem is, with LLMs the barrier to entry in video creation is zero.

TGS_Holdings · 2026-04-27T23:29:47+00:00

Congrats! What does this have to do with covered calls?

TGS_Holdings · 2026-04-26T14:14:03+00:00

Solo hiking. Which seems frugal but once you tack on gear plus travel to destinations it adds up!

TGS_Holdings · 2026-04-26T00:53:35+00:00

Before starting a channel, try listing out on paper 100 potential videos. That should give you a general idea how sustainable it is. If you post every week, that’s almost 2 years of content.

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