7/15/25 - $myps - Hard not to make this 1%...

94
7/15/25 :: VROCKSTAR :: MYPS
Hard not to make this 1%...

- i'll probably remind everyone to take it ez on this old man this week, i'm not supposed to be watching mkts, but here i am... at least keeping an eye out on my "price alerts"
- this is an old-friend name i've written about before
- at this price... $50 mm cap, founder-style social casino game transitioning into sweeps... cash generative, huge cash balance... if you're buying some of these yolo r-word names like PLTR, $sym... i could go on and on... well NGMI
- you gotta think differently when all the apes ooohh ooohh and ahh ahh. you can't outperform by doing what everyone else is doing, unless you accurately use leverage. and if you're just using leverage on names that everyone else owns... well. FAFO. you'll see. take it from a guy who has paid for this tuition a few times.
- well lmk if u guys have an opinion here
- i'll dig in a bit more next week

V

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