Good afternoon, Epes.

Thank you, everybody for joining us here today on yet another Daily Peel live stream.

Thank you guys so much for joining.

And to everybody listening later on the podcast, on the YouTube channel, or whatever your medium of choice is, shout it to you guys so much for joining and to everybody listening later on the podcast,

on the YouTube channel, or whatever your medium of choice is. Shout out to you guys as well. Your justice loved, actually a little bit less loved than the live viewers because the live viewers can comment and tell me how great I'd look and all the other stuff like that, for example. So try to tune in for some live ones, but if you can't make it, at least leave us a like, like leaves a comment some sort of anything to push us in the algorithms and help me keep my job all right but thank you

guys for joining us here on the live stream starting to see you guys load in here so thank you for

us on this very late live stream for us it is 24 p.m eastern standard time on this beautiful

monday february 26th, 2024.

Marketer having a bit of a rocky day here. Not too, too terrible, but, you know,

we're already getting started actually writing tomorrow's Daily Peel as well. So definitely

be on the lookout up for that. We got a lot of good stuff coming at you for you guys.

In addition, be on the lookout later on this week. We're going to be publishing our second full-scale equity research report for the WSO Alfit team. Those apes have been going crazy working on all that stuff over the past couple of weeks. It's an in-depth one, so it's taken a little bit longer than expected, but you're going to get our full price target and rating on Tesla. So definitely stay tuned for that.

I know you're all going to have a lot of thoughts on that. And as usual, we're always looking for all the smoke. But for now, let's go ahead and get into today's daily peel. We don't have any financial fraud videos, no memes of the day for us. So today is just straight facts, as always, no top foolery,ery no kidding around whatsoever we are just going

over markets in the most normal and reasonable sense as we possibly can so today we got daily

appeal number 654 a lot of interesting stuff going on in this one mostly focused on big tech

companies and their valuations overall so at beginning we started out with a call that might make me lose my job or at least any credibility within the financial media space, not that the daily field has any credibility whatsoever. But if we did, we certainly could be losing it based on this call. Stay tuned for that as well, so you can see me embarrass myself in a couple of months. Then, of course, we get a lot of stock movers of the day, Kermana from bankruptcy to the absolute top of the world, just for one example. We got a few more names on there, of course, to talk about. Then finally, there is a stock out there that actually did better than NVIDIA, and that's the reason that I'm hanging out with all my super cool and hot friends behind me here today, because it is related to the company that's doing better than

Nvidia.

Abercrombie and Fitch, a lot of people that were way cooler and way odder than me in high school. Remember, you used to wear this stuff all the time. And I would always ask my mom, but she said it just wasn't cool or odd enough to be wearing those clothes. So, you know, it is what it is. We all have our own crosses to bear. All right, but for now, let's go ahead and check out the snapshot of the day as well.

You know, it just seemed like every time I start talking shit about the S&P 500, it turns around and starts to help perform us. We were outperforming by Friday or by about Thursday of last week. Now we are underperforming by more than a full percentage point. We're also more than two full percentage points below the NASDAQ.

Lovellis is due to the reason that the WSO-Alpha portfolio tends to be a bit lower beta,

higher alpha, the most, you know, benchmark portfolios would be. We have a strong cash allocation,

a lot allocated over into various money market funds yielding somewhere between four and five and a half percent. Got to take advantage of it while it's available. We also do have exposure to incredibly high alpha assets like Bitcoin and Ethereum. And of course, you're going to get our take on one of the highest beta, highest alpha stocks in the market being, of course, Tesla 8 in just a couple of days. So stay tuned for that as well. But for now, we'll ride out the suffering. but of course, we're going to write out that suffering with you guys. Now, let's go ahead and check in on some of the new stories from the day or from the weekend as well. Of course, the biggest one, I was blowing my eyes out all weekend. Just reading, Mr. Warren Buffett eulogized his best friend and really inspiration, Charlie Munger in the Birchere Hathaway, 2024 annual letter. He came out there and basically said, Charlie was the architect's buffer, was the general contractor, was the analogy that he liked to use. I'm getting teary, I'm just even thinking about it right now. Go ahead and check that out if you need an excuse for a good cry. Citadel, of course, took a rare L as well. The one thing that Ken Griffin doesn't like to do is lose, but they did lose and a bid to take over Credit Suisse's shiny unit. And that bid was actually lost to Ant Financial, a former subsidiary of Alibaba. Always some weird trick going on in that space. Then even weird or shit, Disney actually made a kind of a handshake agreement with one of India's largest companies for a private credit arrangement in a medium merger pact with, uh, forget the reliance industries is what it's called. It's a Donnie's company. And then of course, former president, Big Dog Donnie T. He just can't stop winning. I mean, while Citadel's taken a rare L, Donnie Trump is still

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