Full Port Capital @Compounding_K

‘The fck is a stop loss ?’ A bit of degen, a bit of long-term. And proud member of @MicroCapClub. I share my thoughts on very random names. Bellevue, WA Joined September 2021

Tweets

245
Followers

389
Following

3K
Likes

11K

Full Port Capital @Compounding_K

6 hours ago

@jdm_trades Joined ya 2 days after following this company since February. The tech looks legit and quite differentiated 💪

1 0 0 26 0

View Details

Full Port Capital @Compounding_K

12 hours ago

@alexandr_wang WHERE IS MY HINGE CONNECTOR DAWG

0 0 0 112 0

View Details

Full Port Capital @Compounding_K

a day ago

@wacbinvesting Yup, I intentionally buy this in an account where I cannot touch lol. Small position of course, but really you just have to trust and let them cook. Either I'm cooked or MRLN cook and moon, we shall see.

0 0 1 101 0

View Details

Full Port Capital @Compounding_K

a day ago

@wacbinvesting Simply wait. This has always been a high risk, high reward scenario. We aren't even close to touching the surface potential yet, either we bankrupt or we moon really high. I'm positioned accordingly.

1 0 3 202 0

View Details

Full Port Capital @Compounding_K

2 days ago

@alexandr_wang Dawg you mind cooking up connectors to Bumble / Hinge / Tinder and send this thing to ATH ?? Wouldn’t mind Muse automating my date life you know. SF people know what’s up 🤣.

0 0 2 99 0

View Details

Full Port Capital @Compounding_K

6 days ago

@ArthurKaInvest You also in Uber yea ? What’s the distribution between BN and Uber for you ?

1 0 2 48 0

View Details

Full Port Capital @Compounding_K

a week ago

@ArthurKaInvest Relax, let them cook tmr on Investors’ Day 😎. Adding more today with 401k cash as well

0 0 2 78 0

View Details

Full Port Capital @Compounding_K

a week ago

It’s the same old. Higher interests -> Oh fck the Asset Management gonna get murdered -> Till they report strong ERs due to insanely strong financial backbones, scooping deals from leveraged / tapped out competitors -> Yo guys these are probably great businesses ? -> ATH. It never changes 🫥.

1 0 2 17 0

View Details

Full Port Capital @Compounding_K

a week ago

@ArthurKaInvest Bought huge today as it hits 52-week low

2 0 1 77 0

View Details

Full Port Capital @Compounding_K

3 weeks ago

@BichonRedux Biggest flex possible, congrats man! Enjoy!

0 0 1 181 0

View Details

Full Port Capital @Compounding_K

3 weeks ago

@FarAway0o0 Huge respect for the concentration! What do you make of Macronix’s weak movements lately? Does market know st?

0 0 0 7 0

View Details

Full Port Capital @Compounding_K

3 weeks ago

@JonahLupton @DeepSailCapital You should buy a position in NURS.V Jonah, fits your fund’s style perfectly. Great early company on the road to continue winning in their market

0 0 2 130 0

View Details

Full Port Capital @Compounding_K

3 weeks ago

Focus on the core ideas, then leave the rest to chance. All great investors are lucky in some senses, cause every business has a >0 % chance of blowing up. Same as you, my best buys have been research for a few hrs, then buy at a good price, then literally mute the stock. I know many say that when you come back it could be a 0 or some kind of insane risks happened along the way that you could have avoided if you follow the stock closely everyday, but I only need 1 stock to do really well to lift up the whole portfolio.

1 0 6 424 1

View Details

Full Port Capital @Compounding_K

3 weeks ago

@JonahLupton Personally I like this price action a lot Jonah, you can see it’s trading solidly in a range, ready to erupt. Been buying shares like crazy here, $RDDT and $APP

3 0 1 953 0

View Details

Full Port Capital @Compounding_K

3 weeks ago

Life hack that I never knew of till recently: Every time Reddit recommended me an outrageously retarded post, I remind myself I own $RDDT and the infuriating feeling turns into bliss.

0 0 1 274 0

View Details

Full Port Capital @Compounding_K

3 weeks ago

@aleabitoreddit Macronix ftw Serenity, if you r so interested in legacy memories

3 0 1 347 0

View Details

Full Port Capital @Compounding_K

4 weeks ago

@GuastyWinds Would $FPS be a good play for this theme as well? US-based too so there might be some premium there

0 0 0 308 0

View Details

Full Port Capital @Compounding_K

4 weeks ago

@Uzocapital Uzo what do you make of their insane margin? Won’t that naturally bring in lots of competitors? It’s currently even higher than V/MA lol

0 0 0 156 0

View Details

Full Port Capital @Compounding_K

a month ago

This AI FUD is probably your best shot at buying below 200$, which I think is the low range of fair value. Reddit remains the very best social media platform, a win by the way content is structured. Super niche, but also caters to mainstream of needed, and not bombarding users with dopamine hits from constant shorts/video/images. We are nowhere close to like a decent monetization of the platform yet. I’m excited to see how this plays out, buying pretty heavy here at the 140-150 range