Willis Cap @_willis_cap

Stocks. Most of them rekt. San Francisco, CA Joined March 2016

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Willis Cap @willis_cap

10 months ago

*trepidatiously* this is a good long and I have a position

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Willis Cap @willis_cap

10 months ago

Numbies going up. See you on the moon.

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Willis Cap @willis_cap

11 months ago

Okay well not all, but at least the ones with some semblance of real profitability.

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Willis Cap @willis_cap

11 months ago

Mfw I open up the 10-K after reading the investor preso

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Willis Cap @willis_cap

11 months ago

$CRM model and long thesis attached, plz advise

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Willis Cap @willis_cap

11 months ago

lol, luhmaow, roflcopters even

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Willis Cap @willis_cap

11 months ago

Actually laughed out loud, 12/10

nuancerocket @nuancerocket

11 months ago

what kind of aftermarket are you? $tdg

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Massimo @Rainmaker1973

11 months ago

What do you say?

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Willis Cap @willis_cap

12 months ago

Oh look the Wall Street Journal let every active manager in the world publish an article

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I tried to put a chess position into chatGPT and it's... terrible? I'd think it would be great at chess, especially tactically, given there's finite possibilities, so what's the deal here? Also @gs072887 what's killing? I somehow couldn't find anything better than Bxf7.

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Willis Cap @willis_cap

12 months ago

I'm mostly curious sort of on a governance / political basis. Presumably whoever is in charge of Norway's SWF are psychos that actually care about the long-term, after-fee returns, etc. Don't see too much long-term thinking these days and genuinely curious how that's possible.

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Willis Cap @willis_cap

12 months ago

Damn I'm looking at the sharpe and sortino ratios on this and I realized that this was actually a bad basket cc @partners_road

Massimo @Rainmaker1973

11 months ago

What do you say?

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Willis Cap @willis_cap

a year ago

Just got this ad, hell ya

Energy Transfer @EnergyTransfer

a year ago

Here’s to freedom, fuel & the Fourth!

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Willis Cap @willis_cap

a year ago

Yikes

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Willis Cap @willis_cap

a year ago

Am I the only one that reads "Accept All Cookies" at the bottom of web pages as "accept a tha coooookies" in the cookie monster voice or

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Willis Cap @willis_cap

a year ago

I worded this in a sort of confusing way. This is the percent change in each year of sales per store off of the 2017 base. I assumed flat units for HD and LOW because I was being lazy and it’s close enough.

Willis Cap @willis_cap

a year ago

Per-store flooring sales for $FND $HD $LOW Any $FND bulls have a reason that this data might not be indicative of true trends? Ofc FND taking share via new stores but sales per store is basically flat since 2017. HD cooking.

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Willis Cap @willis_cap

a year ago

In 2017, new stores were a higher mix of the total than they are now, so if you're talking about sales per mature store, FND would like slightly worse than these numbers suggest.