Brett @CCM_Brett Twitter profile

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Brett

@CCM_Brett

2 months

- wide and durable moat - management you can trust - cheap price That's all you need to look for

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Brett

@CCM_Brett

4 months

"the industry spent $50 billion on chips from Nvidia to train AI in 2023, but brought in only $3 billion in revenue" You know, this might be an issue

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Brett

@CCM_Brett

1 year

I absolutely love that not a soul understands stock buybacks It's like we're all in a secret little elite club of financial literacy

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Brett

@CCM_Brett

4 months

$GOOG is now up around 100% since this tweet

Suhail

@Suhail

2 years

A company with 100x less money is 100x more proficient at delivering global scale inventions in AI. It's inconceivable. Google has practically lost and is the leader in not shipping.

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Brett

@CCM_Brett

11 months

$AAPL - On verge of losing ~20% of earnings from $GOOG lawsuit - Major exposure to China (both consumers/manufacturing) - App Store litigation finally showing life - WAY behind in AI (apparently) - Stock at P/E of 31 Why is this not the riskiest large cap+ right now?

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Brett

@CCM_Brett

3 months

Stay focused $LULU

Brett

@CCM_Brett

3 months

Really getting hard not to buy $LULU

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Brett

@CCM_Brett

2 years

Three private companies I want to go public but never will: - Chick-fil-a - Trader Joe's - REI

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Brett

@CCM_Brett

1 month

"My wife drinks Celsius. All her friends drink Celisus. My daughter drinks Celsius. I bought the stock"

Bill Brewster

@BillBrewsterTBB

1 month

Long case is: it’s adderall in a can and women also like it. Short case is: some well thought out finance takes. My gut leans long. No position.

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Brett

@CCM_Brett

1 year

- Tinder hits 10% rev growth - Hinge growing 44% - Margins expanding - Shrinking share count - Trading at tobacco multiple as a secular grower Stock down 7% after hours $MTCH

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Brett

@CCM_Brett

2 years

A company with $13 million in revenue and negative $270 million in free cash flow is up 280% YTD and you think the worst isn't over?

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Brett

@CCM_Brett

3 years

CAGR through the end of 2020 if initial purchase was at 50x sales $FB: 12.4% (bought in 2012) $GOOG: 7.9% (2005) $NFLX: 18% (2002) $V: 7.1% (2008) $NVDA: 6.7% (2001) $CRM: 15.6% (2004) $MA: 7.9% (2006) $ATVI: (2.1%) (2005) $ALGN: 8.0% (2005) Average: 9.1%

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Brett

@CCM_Brett

2 years

"A good business is one that cuts prices by 20% and makes it up in volume" - Warren Buffett

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Brett

@CCM_Brett

5 months

Druckenmiller gets this better than anyone

Ian Cassel

@iancassel

5 months

No one likes to talk about the fact that most winning stocks only deserve to be held for 1-5 years. The ones you ultimately hold for 10+ years are wonderful, but they are the exception. Even for Buffett.

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Brett

@CCM_Brett

8 months

"I think it's finally time to get long China"

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Brett

@CCM_Brett

2 months

New Boeing CEO $BA - Parks "deep in the parking lot" - Engineer - Midwest roots - moving to Seattle - Individually calls board members I've seen enough. This is the man for the job

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Brett

@CCM_Brett

2 years

Shares of Berkshire could drop 99% and it would still be outpacing the S&P 500 since 1965

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Brett

@CCM_Brett

1 month

$PLTR holders are making the same mistake as $SHOP holders in 2021 as are making the same as $CSCO holders in 1999 It won't work from here. 33x sales. forward returns will not be good

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Brett

@CCM_Brett

6 months

37.6% AWS profit margin Did I read that right? $AMZN

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Brett

@CCM_Brett

12 days

Congrats everyone, $BABA is now up 23% all-time since going public a decade ago

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Brett

@CCM_Brett

10 months

Top 5 most unassailable businesses right now: 1. Visa $V 2. Ferrari $RACE 3. Amazon $AMZN 4. FICO $FICO 5. Hermes International $HESAY Tell me where I'm wrong or who I left off

Brett

@CCM_Brett

3 years

Here was my top 5 businesses of all-time (I forgot the order): - Visa $V - Hershey $HSY - Phillip Morris $MO - The NYSE $ICE - $LVMH What did I get wrong? What did I miss?

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Brett

@CCM_Brett

2 years

Me and the other $GOOG bagholders clicking on the sponsored search results when we know damn well the exact same site is listed unsponsored 2 rows below H/t @willis_cap

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Brett

@CCM_Brett

6 months

Counterpoint: Buying stocks is intellectually stimulating, fun, and when you get a big winner it is extremely satisfying Life’s too short to 100% index

Nick Maggiulli

@dollarsanddata

6 months

I stopped buying active investments (individual stocks, etc.) when I realized that they monopolized most of my attention. Despite being a small % of my portfolio, I watched them all the time. This is why I went passive and you should too. You can't put a price on mental freedom.

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Brett

@CCM_Brett

6 months

The thing about $BABA is that it is extremely hard to have conviction in an 80% drawdown when you don't have boots on the ground, don't have an understanding of the culture, and have major uncertainty around your legal rights as a shareholder

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Brett

@CCM_Brett

1 year

Please be president

Final Arbiter

@FinalArbiterr

1 year

Extraordinary ;)

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Brett

@CCM_Brett

9 months

Why I have been buying $CPNG

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Brett

@CCM_Brett

6 months

Oh, it was a sign alright @Suhail

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Brett

@CCM_Brett

2 years

12k layoffs with average company salary close to $300k could equate to $350k in cost savings a year per head That is $4.2 billion in total $GOOG

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Brett

@CCM_Brett

2 years

$SHOP down 80% in the past year and still trades at a P/GP of 13.6 What were we all thinking?

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Brett

@CCM_Brett

5 months

$SBUX, $LULU, $TGT, and $ULTA all in shambles right now What happened to the white girl portfolio I used to know?

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Brett

@CCM_Brett

3 years

Every damn time

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Brett

@CCM_Brett

1 year

Bezos in Seattle vs. Bezos in Miami The choice is yours

Jerry Capital

@JerryCap

1 year

Would you rather live in Seattle or Miami ?

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Brett

@CCM_Brett

6 months

I will once again ask: When will $AAPL grow its sales again? 27x earnings...

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Brett

@CCM_Brett

2 months

"If you benchmark Buffett against $QQQ, which you should..."

Tech Investor

@techinvestoor

2 months

@MoS_Investing @CCM_Brett Btw if you benchmark Buffett against $QQQ which you should, he’s dramatically underperforming. The world is technologically driven

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Brett

@CCM_Brett

3 months

Was told this was near impossible to happen The incentives are massive for $AMZN to cut out $NVDA. Room to spend tens of billions over the next decade with easy positive ROIC The higher the margin, the wider the moat needs to be

noPainNoGain

@nopain_n0gain86

3 months

Amazon Tests AI Chips Aiming to Cut Nvidia Costs. $AMZN $NVDA

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Brett

@CCM_Brett

2 months

"You know what, I still think China is investable" - Man who loves getting punched in the face

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Brett

@CCM_Brett

6 months

You could have bought $GOOG at ~10x two-year forward earnings at the beginning of last year Why didn't you?

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Brett

@CCM_Brett

1 year

Karl confirmed cable cowboy. I knew I liked him for a reason

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Brett

@CCM_Brett

5 months

If $AMZN or $GOOG put up these numbers the stock prices would be down 20% AH Weird how $AAPL gets a pass just because it is Apple

Brett

@CCM_Brett

6 months

I will once again ask: When will $AAPL grow its sales again? 27x earnings...

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Brett

@CCM_Brett

4 years

If your portfolio is up over 100% in the last 12 months, either: a. You're one of the top 0.1% investors in the world Or b. You're taking on more risk than you realize

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Brett

@CCM_Brett

5 months

MetaCritic Capital

@MetacriticCap

5 months

"No company has been more successful on M&A than Salesforce." - @Benioff $CRM Do you agree?

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Brett

@CCM_Brett

4 years

Munger's psychology of misjudgment speech Probably the best thing to read when your starting to invest... But also whenever your portfolio is skyrocketing .

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Brett

@CCM_Brett

3 years

Android market share $GOOG $GOOGL Africa: 83% Asia: 82% Europe: 63% North America: 44% South America: 87%

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Brett

@CCM_Brett

2 years

Why is it so hard for people to understand that a stock represents a claim on the cash flow generated by a business?

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Brett

@CCM_Brett

3 years

Are you flexible enough to own stocks with a P/E below 10 alongside one with a P/E above 40?

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Brett

@CCM_Brett

2 years

"Hi my name is $GOOG and I'm addicted to hiring useless employees"

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Brett

@CCM_Brett

1 year

"We are well on the way to achieving our strategic priorities"

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Brett

@CCM_Brett

3 months

Keep your checklist short. This is mine

Kumar

@datarade

3 months

Love this investment checklist that @sb9721p showed me 5 years ago. Monstrously useful.

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Brett

@CCM_Brett

3 years

$V traded at a FCF yield in between 7% and 8% in 2011 How are half of you on here not like insanely rich

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Brett

@CCM_Brett

11 months

"Apple Gets 36% of Google's revenue"

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Brett

@CCM_Brett

1 year

@quantian1 Thank you for your interest in Leavenworth, WA

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Brett

@CCM_Brett

2 months

$277 billion in cash at ~5% interest rate earns $13.85 billion a year

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Brett

@CCM_Brett

2 years

The Fintwit Consensusooooor

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Brett

@CCM_Brett

3 years

If Jack Dorsey actually knew hyperinflation was here, $SQ would be selling as much debt as they possibly could Until that changes, it is tough to take the guy seriously

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Brett

@CCM_Brett

1 year

This is what peak performance looks like

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Brett

@CCM_Brett

1 year

The European investor cannot comprehend this

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Brett

@CCM_Brett

7 months

Podcast followers on Spotify: - TIP 286k - Acquired 213k - Motley Fool Money 207k - ILTB 184k - Odd Lots 123k - Founders 116k - Business Breakdowns 108k (Spotify recently made the data public on all profile pages)

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Brett

@CCM_Brett

2 years

Buffett had Geico I have metromile Still laughing about that one

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Brett

@CCM_Brett

3 years

Senator: "this company has constantly raised prices, used its monopoly power to close its ecosystem, and spends all its excess profits on share buybacks" Investors:

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Brett

@CCM_Brett

3 months

$SPY P/E ratio is about to breach 29 3.4% earnings yield Can currently earn ~4.5% or higher in a high yield savings account Why would I put money in an index fund right now?

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Brett

@CCM_Brett

2 months

Don't look now, but $GOOG operating income is only $23 billion under $AAPL The question is only when, not if, this flips

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Brett

@CCM_Brett

1 year

The European mind can't comprehend this

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Brett

@CCM_Brett

2 years

All IR pages should be required to look like this

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Brett

@CCM_Brett

4 years

Sprouts Farmers Market $SFM: - Sub 7x FCF multiple - clear path to internally funded store growth - 10% ROIC - paid down $288M of debt this year What am I missing?

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Brett

@CCM_Brett

8 months

The most interesting piece from the Berkshire letter? Buffett seemed to delicately imply that BHE (and all utilities) may be shitcos

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Brett

@CCM_Brett

2 years

What is keeping Buffett away from $GOOG?

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Brett

@CCM_Brett

4 years

The two worst parts of the market colliding. Nightmare fuel

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Brett

@CCM_Brett

6 months

$NKE is in a 50% drawdown and is only at a P/E of 27

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Brett

@CCM_Brett

1 year

"We have a robust share repurchase program" The share repurchase program:

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Brett

@CCM_Brett

3 years

I'm sitting next to Bezos at a restaurant (not joking) What should I ask him? $AMZN

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Brett

@CCM_Brett

6 months

Ferrari CEO: listen to employees, not consultants $RACE

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Brett

@CCM_Brett

7 months

$GOOG still has a P/E below the S&P 500 average

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Brett

@CCM_Brett

6 months

$LULU has lost prevalence among teenagers since Fall 2022

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Brett

@CCM_Brett

2 years

Bold prediction for 2023: $AMZN ends the year as the largest company in the world by market cap

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Brett

@CCM_Brett

2 months

What is one company you have 95%+ confidence revenue will be higher in five years? I'll go first: $ADYEN

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Brett

@CCM_Brett

5 years

What a clown. I now understand when $TSLAQ says it's personal.

Elon Musk

@elonmusk

5 years

@microdentist And many doctors are not treating patients, due to fear of giving or receiving C19

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Brett

@CCM_Brett

1 year

If $SHOP grows revenue at a 20% CAGR for the next five years and hits a 20% net margin (losing money today) and its share count doesn't go up it will be trading at a P/E of 29 if the stock is flat compared to today

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Brett

@CCM_Brett

2 months

I'm in at a forward P/E of 10. There, I said it $LULU

Chit Chat Stocks

@chitchatstocks

2 months

Lululemon is now in a 53% drawdown $LULU Trailing P/E: 39.5 ➡️ 19.2 Forward P/E: 34.1 ➡️ 16.6 When is this stock a buy? Charts from @finchat_io

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Brett

@CCM_Brett

10 months

No single quote has lost more investors money than "Buy great companies at a reasonable price"

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Brett

@CCM_Brett

1 year

"And so I asked myself: What would the next 18 months look like? That's when I decided to buy up as much $NVDA as possible, which I will then dump on some nitwit bagholders in early 2024"

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Brett

@CCM_Brett

2 years

Probably my favorite slide from the bubble

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Brett

@CCM_Brett

1 year

The AI bubble is much closer to the 3D printing bubble (minimal economic impact) than the internet bubble (huge economic impact)

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Brett

@CCM_Brett

1 year

Two very strong filter questions: - Do you listen to the All in pod? - Do you listen to Lex Friedman?

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Brett

@CCM_Brett

1 year

"I live a solidly middle-class lifestyle" The lifestyle:

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Brett

@CCM_Brett

3 months

I think people severely underrate how fast Waymo is growing despite huge regulatory (and social) pushback $GOOG

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Brett

@CCM_Brett

8 months

The best investments feel like absolute shit when you are buying

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Brett

@CCM_Brett

5 years

some notes from MongoDB's annual report that was just filed... $MDB

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Brett

@CCM_Brett

2 years

"Alphabet is terrible at making consumer products" My brother in christ what planet are you living on

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Brett

@CCM_Brett

4 years

If you could only hold 3 stocks for the next 3 years, what would they be? Mine? $SQ $MTCH $SPOT $AAXN a close 4th

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Brett

@CCM_Brett

2 months

$BRK is now outperforming $SPY over the last 3, 5, and 30 year periods

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Brett

@CCM_Brett

2 years

$AMZN currently trades at 45x AWS operating income

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Brett

@CCM_Brett

2 years

Nintendo just released its annual 50-page investor presentation Here are 11 big takeaways from the report $NTDOY

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Brett

@CCM_Brett

14 days

Dockworkers want 77% wage increase over six years In NYC, half of these workers already make $150k or higher

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Brett

@CCM_Brett

2 years

Is TikTok dying in the US? (from locked account)

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Brett

@CCM_Brett

3 years

Seeing people rationalize buying stocks at 50x sales when I cherry-picked the best performers of the past two decades and found you could only get *average* market performance if you bought them at 50x sales

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Brett

@CCM_Brett

1 year

"He prioritizes long-term cash flows and ROIC"

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Brett

@CCM_Brett

10 months

What is your best stock idea for the next three years? Give three quick reasons why...

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Brett

@CCM_Brett

3 months

STAY FOCUSED $DIS

Brett

@CCM_Brett

3 months

Stay focused $LULU

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Brett

@CCM_Brett

9 months

I think $RACE may have been the fattest pitch of the last decade back in 2016 - 2019 Why? 1. Top tier luxury brand at 20x earnings 2. It would be one of the easiest stocks to HOLD and never sell today 3. We may never see an opportunity like this again

Chit Chat Stocks

@chitchatstocks

9 months

The Biggest Investing Miss of My Career (So Far) @CCM_Brett writes a newsletter about: - Lamenting his miss on Ferrari $RACE - Why Ferrari stock was a clear "fat pitch" - Why we may never see an opportunity like $RACE again (link at URL in the graphic)

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Brett

@CCM_Brett

5 months

I was under the impression that $CVNA is now highly profitable But it still can't cover its interest expense with operating income?

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Brett

@CCM_Brett

2 years

If you spend 3 - 5 hours a day for six straight weeks researching anything you'll convince yourself it is the next AWS

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Brett

@CCM_Brett

5 months

Yesterday, $MTCH said that Tinder peaked at 55 million MAUs, and today has just under 50 million Yet, in 2022 it said that the entire company was closing in on 100 million MAUs the "vast majority" at Tinder When were they lying? Yesterday? Or two years ago?

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