PP
The Meet Kevin Pricing Power ETF
stock NYSE

PP said we won!

Proof: [https://coindex.app/a/GFaWrm](https://coindex.app/a/GFaWrm)
**SCROLL THE FULL ALBUM!** [**https://coindex.app/a/eobeUj**](https://coindex.app/a/eobeUj)
I have an impersonator on here - I will NEVER initiate a chat (that means YOU must initiate the chat)
**BIN INSTRUCTIONS:** If you bin, please include the bin specifics in the final line of your chat request message - when it's busy I see the chats first, so if it's only in the comments I may not see it before selling to someone else.
Please be patient on chats - I will eventually get to everyone. Previous buyers and bins get priority. Just make sure I can see your bin in the chat request (last line of the chat message should look something like "BIN 2025 Libertad").
*\*\*\* All Items Sigma Verified \*\*\**
***\*\*\* GOLD \*\*\****
**Coins**
[1996 1/10 oz AGE Proof w/ Box & CoA](https://coindex.app/a/UyfaQ2) \- **$490**
[1999 1/4 oz AGE](https://coindex.app/a/hJDXeK) \- **$1120**
[2000 1/4 oz AGE](https://coindex.app/a/dSSg2E) \- **$1120**
[1912 $2.50 Indian Head Quarter Eagle](https://coindex.app/a/FUsNW4) \- **$575**
[1991 1/20 oz. Australia Nugget Kangaroo](https://coindex.app/a/dsphz3) \- **$265**
[2017 1/20 oz. Canada Maple in ogp](https://coindex.app/a/O5wEC8) \- **$265**
[1987 1/20 oz. Panda in ogp](https://coindex.app/a/8DNVlk) \- **$265**
[1994 1/25 oz. Isle of Man Japanese Bobtail Cat PCGS MS66](https://coindex.app/a/01Yttt) \- **$400**
[1915 Austria 1 Ducat ](https://coindex.app/a/ZxBZu4)\- **$510**
[1945 Dos Pesos](https://coindex.app/a/wGmhjj) \- **$245** (2 available)
[1945 Dos y Medio Pesos](https://coindex.app/a/evmraC) \- **$285**
[1955 Cinco Pesos](https://coindex.app/a/GyI9dX) \- **$540** (2 available)
[1959 Diez Pesos](https://coindex.app/a/C0rGfY) \- **$1065**
[1959 Veinte Pesos](https://coindex.app/a/GdAcsb) \- **$2100**
**Bars in Full Size Assay**
[2.5g Pamp America 250 in assay](https://coindex.app/a/9Rx7JJ) \- **$410**
[2.5g Istanbul Goldgram in assay](https://coindex.app/a/5XUg8V) \- **$370**
[Argor Small Craft 10g in assay](https://coindex.app/a/Gsh550) \- **$1450**
[Pamp Rosa - 1/2 oz in assay](https://coindex.app/a/1FsOiB) \- **$2300**
***\*\*\* SILVER \*\*\****
[1899-O Morgan PCGS Rattler MS63](https://coindex.app/a/nCWNKO) \- **$150**
[1900 Morgan PCGS MS63 VAM 16](https://coindex.app/a/PoNQB6) \- **$250**
[2025 1/10 oz PCGS PR70DCAM Libertad](https://coindex.app/a/opSpHg) \- **$400**
[Tube of 20 Perth Dragon 1 oz Bars](https://coindex.app/a/ducxZv) \- **$1500**
***\*\*\* PALLADIUM \*\*\****
[1989 USSR 1 oz. Palladium Ballerina NGC PR69](https://coindex.app/a/5Kkl5z) \- **$2800**
***\*\*\* PLATINUM \*\*\****
[20g Valcambi Platinum in assay](https://coindex.app/a/q23WV6) \- **$1260**
**PRICES: I do my best to list what I believe is FAIR and COMPETITIVE, and therefore FIRM.**
**Payment** (no notes please, emoji if required):  Zelle (preferred), Paypal F&F, Venmo F&F, USDC crypto, additional options available for larger amounts.  PP or Venmo paid G&S will be refunded & order canceled.
**Shipping**:  **$7 to $9 ground advantage / $11 priority / $25 insured signature priority**
See this link for shipping details & descriptions: [https://coindex.app/a/xCdDhI](https://coindex.app/a/xCdDhI)
My liability for lost packages is 50%, capped at $500, and ends when marked "delivered." 
I have no expertise in grading, be your own judge based on the photos, please ask for more detailed photos of anything you want a clearer picture of. Coins are not new and often have scratches, scuffs, spots, etc. so make sure you look first to your satisfaction!
My account has 2fa enabled, strong passwords, and you must comment before I accept a chat invite.
Please check my [feedback](http://old.reddit.com/r/pmsfeedback/search?q=stillwaters23&sort=new&restrict_sr=on&t=all) \- I offer verified metals, quick shipping, good communication, very secure packing, and I'm always happy to answer questions, whether about my listings or anything else, so please don't hesitate to ask.

Depends. Are you going to be an employee? If so the BS is going to be the BS regardless. And how rural is rural?
I’m in PP peds an hour outside of a major metro in a somewhat undesirable place to live, and despite the supposedly low salaries in my specialty, I can at least retire crying on way to the bank. The biggest downside has been driving 45 minutes for decent food. That said, however, the opportunity may be gone for this generation. 😢

Or they go full PP:
GME is already on the moon,
Therefore, everything except the moon is the moon.

They have the same bundling strategy that microsoft has. Most companies HAVE TO HAVE excel, and then word too cause why not. and then all the other stuff locks you in. Teams etc.
It's probably the same with ADBE for Photoshop, InDesign, Illustrator, PP, AE, PDF. PDF might actually be the trojan horse for the rest of them if I think about it.

video editing software:
Hollywood uses mostly Avid
Davinci much better UI overall
FCP much better for a lot of YouTubers
Capcut/IG edits the way to go for social media folks
reality is that PP has been around for a long time (i.e. hard to switch especially at corporate level) and the integration with AE is great.

I can not play with my PP to this.

This is cringe. This is some PP level of cope.

SPCX short = PP long

Fresh round of company write-ups from Substack worth reading, all published within the last week.

Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com](https://gilescapital.substack.com)
# Americas
**Wolf of Oakville** on [**ADF Group**](https://www.wolfofoakville.com/p/adf-group-inc-drxto-fins-review) (🇨🇦 DRX TSX - CAD$294m)
Structural steel fabricator, 9.9x earnings, $646m contracted backlog after a record quarter. It quietly reshuffled to 72% Canadian clients as US tariffs hit. Founders own 51%.
**Karst Research** on [**Titan America**](https://karstresearch.substack.com/p/titan-america-ttam) (🇺🇸 TTAM US - US$2.9bn)
East Coast cement producer at 8x EV/EBIT, generating mid-teens returns on capital. The Keystone Cement acquisition just added 990,000 tons of capacity and 50 years of mineral reserves.
**Rijnberk Invest Insights** on [**Synopsys**](https://rijnberkinvestinsights.substack.com/p/whoever-wins-the-chip-war-synopsys) (🇺🇸 SNPS US - US$91bn)
Electronic design automation, the software that makes chip design possible. Whoever wins the chip war, Synopsys gets paid. Trades at 31x earnings with net debt of $7.5bn.
**Rebound Capital** on [**Lululemon Athletica**](https://reboundcapital.substack.com/p/deep-dive-lululemon-lulu) (🇨🇦 LULU US - US$13.8bn)
Premium athletic apparel brand off its 2023 highs. Rebound Capital's case is that the China slowdown and North America plateau are temporary. Worth watching if margins recover toward historical levels.
**TQI Capital** on [**Ollie's Bargain Outlet**](https://valueb9b.substack.com/p/olli-when-the-weather-takes-the-blame) (🇺🇸 OLLI US - US$5.2bn)
US off-price retailer with 550+ stores at 18x earnings. Two soft quarters blamed on poor weather. The article asks whether this is a buying opportunity or a business in decline.
**The Pursuit of Compounding** on [**MarineMax**](https://thepursuitofcompounding.substack.com/p/marinemax-when-the-sharks-smell-blood) (🇺🇸 HZO US - US$758m)
America's largest specialty boat dealership, carrying net debt well above its market cap after a rate-driven sales collapse. Three percent insider ownership. The Pursuit of Compounding sees a contrarian entry.
**0xAnalysis** on [**Optimum Communications ($OPTU)**](https://0xanalysis.substack.com/p/optimum-communications-optu-short) (🇨🇦 OPTU NYSE - US$505m) SHORT
Canadian telecoms company. The author argues the balance sheet is more fragile than it appears and debt covenants require a level of operating performance the historical data has not consistently delivered.
**PP Invest** on [**Serabi Gold**](https://ppinvest007.substack.com/p/margin-explosion-and-transformation) (🇧🇷 SRB LN - US$342m) TOP PICK
Brazilian gold miner growing output 20% year-on-year, trading at 6x earnings. No debt and $64m cash. Record gold prices are widening margins faster than consensus expects.
# Europe, Middle East & Africa
**Rock & Turner** on [**Wise Group**](https://rockandturner.substack.com/p/wise-the-holy-grail-investment) (🇬🇧 WISE LN - £16.8bn)
Cross-border payments platform processing $243bn in annual volume, growing 27%. Management is now applying for a US national bank charter to move beyond payment rails into deposits.
**Crack the Market** on [**Umicore**](https://crackthemarket.substack.com/p/umicore-the-cash-came-back-before) (🇧🇪 UMI BB - €6.5bn)
Belgian materials group supplying both battery chemicals and catalytic converters. Cash generation has recovered ahead of schedule. Trades at 15x earnings with €1.5bn net debt.
# Asia-Pacific
**8 Percent Per Annum** on [**Trend Micro**](https://8percentpa.substack.com/p/investment-idea-33-trend-micro-activist) (🇯🇵 4704 JP - ¥787bn)
Japanese cybersecurity firm with $1.5bn in net cash, trading at 21x earnings. An activist investor is pushing for capital returns. Four analysts cover it, mostly locally.
**Deep Value Capital by Kyler** on [**Cochlear**](https://deepvaluecapitalbykyler.substack.com/p/cochlear-coh-deep-dive) (🇦🇺 COH AU - AUD$6.6bn)
Australian maker of cochlear implants and global market leader in a high-barrier niche. Trades at 20x earnings. The recurring upgrade revenue from each implant underpins the long-term valuation.
**Continuous Compounding** on [**Oricon**](https://continuouscompounding.substack.com/p/unveiling-my-highest-conviction-stock) (🇯🇵 4800 JP - ¥13.5bn) TOP PICK
Japan's music charts data company, trading at 4.4x EV/EBIT with net cash equal to 35% of market cap. A management buyout at 1,332 yen per share looms over the thesis.