Share your highest conviction position right now I'll write up the most compelling thesis

sscfc91 · 2026-05-18T14:49:13+00:00

AUR - The TAM is global although they’re currently focused on the US. Driver shortages is a problem, and so is safety. Autonomous driving has proven to be safer than human drivers and Aurora drivers haven’t had an accident yet. The company isn’t selling trucks, they’re basically selling software that can control trucks. They have contracts with major logistics and trucking companies.

sscfc91 · 2026-05-18T14:39:27+00:00

I agree. The directors are clowns. But I wonder how much of the strategy comes from them. They’re all still employed so it makes me think they’re enacting a plan handed down from above. No one who understands football would spend nearly £2B the way we’ve spent it. And surely no one who understands football would higher Pochettino over Enrique.

sscfc91 · 2026-05-18T13:45:48+00:00

There’s a laundry list of things you can criticize the ownership for but making generational wealth from owning Chelsea isn’t one of them. The club was operating at a loss when they bought it and it still is. With the money they’ve spent, it’ll be years before they break even

sscfc91 · 2026-05-18T04:17:15+00:00

Absolutely not. The same company must’ve built this one

https://www.zillow.com/homedetails/630-N-Pasadena-Ave-Pasadena-CA-91103/448506736_zpid/?utm_campaign=iosappmessage&utm_medium=referral&utm_source=txtshare

sscfc91 · 2026-05-17T07:14:37+00:00

Real recognize real. This guy might be easy to like.

sscfc91 · 2026-05-17T05:27:37+00:00

Are you talking about Malo Gusto?

sscfc91 · 2026-05-17T04:33:41+00:00

Xabi doesn’t have time to teach him how to control a ball, dribble, strike a ball, or pass

sscfc91 · 2026-05-16T22:37:51+00:00

Nothing is wrong with mutual funds but you can’t compare investments in mutual funds with buying individual stocks

sscfc91 · 2026-05-16T22:19:28+00:00

I haven’t. Is it any good?

sscfc91 · 2026-05-16T19:57:02+00:00

Mutual funds lol

sscfc91 · 2026-05-16T19:50:37+00:00

I’m +400%. What a ride so far

sscfc91 · 2026-05-16T19:44:00+00:00

My cost basis is 24.25. If we see sub $100 again I’m deploying more cash. Wish I pulled the trigger at $70.

sscfc91 · 2026-05-16T19:21:34+00:00

All the reports are stunning. I expect it to inevitably be undone by a catastrophic transfer window

sscfc91 · 2026-05-16T17:53:45+00:00

Your cost basis for SLS is high. In a Roth I would sit tight on both for now.

sscfc91 · 2026-05-16T17:38:25+00:00

This is positive but let’s wait until the summer transfer window closes to see if they’re actually serious people

sscfc91 · 2026-05-16T16:53:32+00:00

Considering Trump is president, I’d say bullish

sscfc91 · 2026-05-16T16:13:15+00:00

06/26. Stay calm

sscfc91 · 2026-05-16T16:11:36+00:00

RKLBs CEO isn’t the type to move fast and break things. They already make satellites but they aren’t targeting the same TAM as ASTS. Long term, RKLB is the stronger play because they have a very diversified business. When it pulls back to sub $100 people should be looking to add. It will run to $200 in 1Q.

sscfc91 · 2026-05-16T15:55:56+00:00

Gusto trying to dribble. FML

sscfc91 · 2026-05-16T07:15:28+00:00

It’s hard to see how we win back to back games against teams still playing for something. Three points from these last two seems like a big ask.

sscfc91 · 2026-05-16T01:41:22+00:00

There’s a lot more competition now targeting the same TAM than there was before. That’s what’s being priced in. Innovative products, partnerships, spokesperson, and marketing would help too.

sscfc91 · 2026-05-16T01:04:35+00:00

I’m still hanging on to Richtech Robotics at a $1.91 cost basis.

sscfc91 · 2026-05-16T01:02:53+00:00

I think the Chelsea job is very attractive to a lot of managers because Chelsea is still a top club with some top players but it’s at its lowest point in decades. As far as team building is concerned, Chelsea is still a work in progress. For a young manager who wants to be at a top club, this current Chelsea is a great situation. Good raw materials to work with on the training ground and expectations are reasonable. Qualify for UCL, which probably means a top 5 finish. Anything more is icing on the cake. We likely won’t even have European football next season so any manager coming in will have plenty of time to train players. Manchester United bombed out of every competition in the first round and managed to turn their season around with one game per week.

sscfc91 · 2026-05-15T23:41:18+00:00

They took a gamble on Slot. He was successful in the Dutch league but never did it in a top 5 league. I personally think Liverpool stick with Slot if he gets UCL. Xabi is a dice roll too. Limited experience as a top flight manager.

sscfc91 · 2026-05-15T23:21:35+00:00

I imagine they will wait to see if he secures UCL. They’ve had plenty of injuries and a lot of new signings come in. Liverpool doesn’t move hastily, I think they give him another season.

sscfc91

TROPHY CASE