MCW
Mister Car Wash, Inc. Common Stock
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This may be a chat to have with your FA. Complexity and tracking error may just not be right for you, even if on a pure math basis you would end up richer with AQR. In the world of quantitative investing, AQR is very legit. Some of their funds are the absolute best means of accessing factor tilts, trend, multi-asset diversification (QLEIX, QLENX, QHFNX, QSPIX, etc), and theyve been doing financial science stuff to make their strategies much more tax aware. They have way more tools to offer you than just tax-loss-harvesting long-only funds. They also have long/short factor tilt funds, trend algos, US beta + l/s, but yeah their fees are very high. You have to really believe in the factor premia and trend to buy the style products. But, results do speak for themselves like QLEIX (total world stock market long/short value/profitability/momentum factor tilt fund) vs VT (MCW total world). QLEIX has crushed VT on returns and with way lower volatility and drawdowns.
If were taking the gloves off, then I would start by saying that obviously investors are *heterogenous*, not homogenous. We as retail have very different goals and liabilities than the major intermediaries who are pricing assets on the margin (intermediary capital theory, Kelly, He, and Manela). Inflation matters a lot more to us as the typical consumer, and our liabilities/consumption in the future is best achieved via a relative overweight to equities and inflation protected securities (TIPs) rather than the nominal bond market that major dealers at the FED use. We dont have liquidity requirements, we dont have nominal term future liabilities. Its not just risk vs reward. Its defining *what is risk* to me vs to the major intermediaries vs to a big tech worker vs a welder. Im in a dual income household, we spend a 12% of gross on rent. We are young, so we arent as sensitive to sequence of returns risk or crash risk, indicating we could go long momentum / profitability factors in excess of the MCW. Similarly, I could access cheap leverage via LETFs or LEAPs to increase my time-weighted market beta exposure, effectively producing a steeper glide path. Leverage used in this way to increase exposure when wealth is low but risk tolerance is high (youth) is well analyzed by folks like Ayer and Nalebuff in their alternate lifecycle allocation paper, or mused about by Scott Cedarburg in his montecarlo block bootstrap studies of long run global stocks/bonds returns. Its sensible as long as the individual can bear the volatility and emotionlessly rebalance. I feel comfortable that I should be invested always, with more risk than others. All this fear in this comment section just reinforces that belief. Also I wouldnt say im southern, AICHE is the american institute of chemical engineers, not some southern thing. Well, i guess we are mostly O&G but I work in nat gas in the midwest.
VTI and VXUS are great low cost, globally diversified, market cap weighted / MCW index funds. Hard to go wrong with investing the next $30K there. Even Vanguard target date funds, lifeStrategy, and balanced funds use a flavor of them (rather balanced only uses the US total market, no international)
What's your efficient frontier looking like. Global MCW or specific tilt?
>So is a company doing buybacks forcing a MCW index like the S&P500 to sell that same stock Yes >to hold the free float weight of that component flat? No, it's to adjust to the **new** free float market cap weight
So is a company doing buybacks forcing a MCW index like the S&P500 to sell that same stock to hold the free float weight of that component flat?
While close, not the entire picture. Market cap weighted index funds are weighted by free float market cap. So if a company issues new shares, it will basically force a MCW index fund to buy more shares
Just got back from the Midwest and couldn’t avoid noticing how much of a gold mine Crew Carwash is but they’re not publicly traded. Mister Car Wash (MCW) trades at $5.51 with a P/E of 20.44 but I’ve never seen one in the wild. Shit ton of $5 calls expiring Friday and then $5 puts for Oct/ Nov 🤔🤔
Finally figured out why Tesler rallied today: [FSD tests were a disaster right in front of the press](https://vimeo.com/1093079343/22efd7a62d?turnstile=0.XrXJ7_TyESNZtDKlZu7RhdfFPytwgpIkVyM4nXfoBRsqoA5nd9p57yEvQ0idh-ykbGEq6vhrMC3a3Ibv2OCCD7cRUnyQLOgIE1MiDSjJ2Q9fzQuwJreCOKnVJImtsB8W0UTdhtDCwrMXSRlk0JL4tVNvzEH_8-W-asKgwZtV3gR7wDYuXF5xcVYoHk9zDHL1oO7JFPprXfKzqN_oFGS30Dalu0QO9zfNxPMcMTdDis1bFy7mjdjnltMQiBiNKfMGN0nA-0NiaIosuiOjrNaNF1I_nnYVu9Jpd_Y3Ot0KiUejk0uUyIp5ZU-ITSYCb_3Eid8T2Zr_twRSDsOTpEDfkwP1euCrsjn3zSqKPKyAOGSDx7pGTCe7EPRrjOayUAbFOk5yqBh4aqUqmJ6qB6YXhKEGY8SD8yoWwbqtpOZ01_6hd9xaC98I8U3QjQKbXj4wLcwH0dESAQBijp93AFcVxsipVs55szNoEAiUiXfa_xxhS_grPzwa70owERAVHc6sKykMJ0fcq-SUgWfwF__iQP8QIVAmMH3ZSp3PR7vFhxY2jUAl7zD8Xnb4_vtNiScCnZvz99eskUnCa2XSp9Gm2dc6TOkR-mW6_O_7w0Jg12qTfkSyueO66TiKWAP-8UlguKihyO6Jgv2MCW65AT8_LG5rZALAjnkLjBuircWqsJEN0WYSHiSXlqfzJWmj8jqgaT4SpiIkCrBJLPK6-LAu8JZYw7IJatZILNFPx_W4u_Ct8_9wtIgMbZrIpLGjTvrooJEs3P2OaUuC3dNV8jfwAaePXVBizk5VQafo63f_N6V5Jr5CzJRqvKkZXPc2-PZfZJjLXe1x2a6EuJXpKHP8atyz5rRGwrN-MuiFp5JLM0ERM30ULOW09OmHxLvwawEy.B66FmeLqjxpHZmpyv0N4Bw.67550e2e55a6f13772180f9fdcda1578f03a5f9a6247bcd8bc10acbbfd3441c8) Bullish as fuck 🤡
MCW Mister Car Wash has a lot of upside potential?
Not the Mister your wanted. Which one of you regards bought Mister Car Wash instead of MSTR It doubled the entire open interest contracts across the entire calendar for MCW. ($110K $10c, 5/16/25)
It took me about 3 years, I averaged making $63k/year. I make more now so getting to $200K took about 2 and a half years, but that was with a worse market. Baring a big sustained draw down I should hit $300K in about a year and a half. I mostly have MCW EFTs, and a small value tilt with AVUV, and AVDV.
Putting all your money into a single stock **is not a good idea**. The sunken cost fallacy will not help you. The rational thing to do is sell and put the money into a diversified low-cost portfolio. A low-cost MCW index fund is the best place to start.
I am not against it it is just that it is far easier to buy a cheap MCW index etf, get some leverage and then beat the market in the long run without even trying
MCW? I underweight international, since I think if US tanks, it’ll take much of the world with it.
I deliberately overweight international, but MCW is the standard recommendation. You can deliberately underweight it as well, although you are reducing risk adjusted returns. I do it to reduce behavioral risk.
Puts on MCW. It’s a car wash with a PE ratio of 34
Depends on your time, Horizon , your capacity, willingness, and need to take risks. Based on the data we can expect a factor loaded portfolio to outperform a MCW portfolio over the long term based on modern portfolio theory. But investor behavior can cause someone to abandon the strategy, which is the primary risk. If you can truly understand Factor investing, reducing your risk of abandoning the strategy, it's definitely worth it.
There is a public company MCW - Mister Car Wash that has about 450 car washes in the 21 states. Look at their 10k and 10q filings to get an idea of the financials. [https://www.sec.gov/edgar/browse/?CIK=1853513](https://www.sec.gov/edgar/browse/?CIK=1853513) Also - they appear to be a growth by acquisition business so they have acquired several small car washes - that should give you an idea for what MCW has valued small car wash businesse.
I don't go all in, mostly because of constraints on what's available in our 401(k) accounts, which only have DFFVX (Dimensional US SCV) besides some Vanguard MCW funds. But we have a strong tilt wherever we can (e.g. our Roth IRAs and HSAs are 40/40/20 AVUV/AVDV/AVES). Our overall retirement portfolio aims to maintain a 50/35/15 allocation for US/Developed/Emerging markets, with a factor loading of 1 on global market beta and a loading of at least 0.20-0.30 on both SmB and HmL (and some on RmW) by using Avantis and DFA funds wherever we can. Most of our SCV tilt is coming from US funds due to constraints, hence the slight overweighting of AVDV and AVES in our Roth IRAs and HSAs.
They only had a wait a few years for a recovery assuming it was invested in a MCW equity fund.
Why can’t I just HODL my MCW ETF until it reaches a million? I get less taxed on capital gains than on dividend?
I tilt wherever I can. \- Roth IRAs and HSAs are 40 / 40 / 20 split between AVUV / AVDV / AVES. \- Brokerage is roughly 25 / 25 / 20 / 20 / 10 split between VTI / AVUV / VXUS / AVDV / AVES. \- My 401k has roughly 30% in DFFVX (Dimensional small value), since it's the only non-MCW fund available. My reasoning: all of these factor funds still have a market beta loading of around 1, so all I'm doing is exposing myself to different risk factors and sources of expected return to hopefully improve the long-run reliability of the portfolio. The funds in those accounts have a long time to run free, and I don't really care about tracking error anyway.
I'll try to ELI5. It comes down to what we call "turnover," which just refers to a fund buying and selling its holdings. With market cap weighting - MCW for short; think VOO or SPY for the S&P 500 - stocks rise and fall within the fund based on their market capitalization, but the fund is not really doing any selling unless one of those 500 stocks drops out of the S&P 500 index. With an equal weighting fund like RSP that aims to hold each of those 500 stocks at 1/500 (or about 0.2%) of the fund, it has to do a lot of buying and selling periodically to maintain those precise weights, and they're incurring taxes and trading costs each time that's done, which are passed through to the investor. These costs are not reflected in the expense ratio. For a concrete hypothetical example to illustrate, suppose Costco rises to 5% of the S&P 500 and Apple falls to 0.1%. With the MCW fund like VOO, those are simply the new weights for those stocks. VOO didn't have to buy or sell anything. But with RSP, it has to sell some Costco and buy some Apple to bring both back to its target 0.2%.
I discussed in a recent video how RSP is effectively just a more expensive, less efficient way of holding smaller stocks and more Value stocks. Likely better off with with a plain small cap value fund alongside MCW large cap exposure with VOO.
Im thinking MCW Mister Car Wash is the next GME, someone else do some DD and let me know
There is a car wash company with a stock MCW. LMAO 🤌
update $MCW OI stuck for the huge call volume flow yesterday for $10 11/18 ER after close today
$MCW OI stuck for the huge call volume flow yesterday for $10 11/18 ER after close today
$MCW - Mister Car Wash reports earnings tomorrow 11/10 AMC. being hit with floor trades since 2 days ago, OI increasing on $10c...even when stock Is at 8.60 now 88k floor trade in the morning, another 38k at 2pm
Honestly I think we are talking past each other. My only problems were that you recommended very advanced things like MF and SCV to someone asking for basic advise. MF and SCV aren't like MCW or bonds. Most people get MCW and bonds. You cannot do much wrong with those. With SCV there are many more things that can go wrong. And MF is another beast. Most people will never need those in their lives.
The SCV part of that portfolio has to be enormous. A 20% tilt won't cut it. You need to tilt heavily (if not 100%) to see those effects. In theory it would work. But in practice people suffer from behavioral errors that would make it rather impractical. If OP knows about the FF5, market efficiency and the risks associated with it and wants to tilt, I would totally give my approval. But this is likely not the case. So going with LS portfolio might be a bad choice. I agree that growth is important. And SCV has indeed a not perfect correlation with market cap. It is therefore a great diversifier. But as I have mentioned above: there are behavioural errors in the way AND SCV is still riskier than a plain MCW portfolio. My main point isn't that SCV is a bad idea. Most of my portfolio consists of SCV. My problem lies with the fact that SCV is being recommended to someone who (likely) doesn't know anything about it.
Then I trust ur invested in MCW, mister car wash. Really a wholesome investment, think a high school chem teacher owns one.
I have no positions currently besides MCW spurs which unfortunately aren’t gonna pay as an earnings gamble A lot of dudes who have been short for months seem to be pivoting long or getting ready to. I can’t understand if vix is legitimately cooling off or is just ready to make a bigger move up c
MCW puts not great. No movement
If MCW pumps on earnings I’m done
It is. Still can get another 30% cut though. I’m tempted into MCW. all the ipos have been getting getting cut in half
I’m debating between puts for DUOL, NEWR and MCW. Miste car wash has pretty low iv. Anyone have positions already?
MCW is the type of stock to get a -40% on earnings in this market. I wish there was more liquidity there.
Ticker:MCW Net revenues increased 18.2% in Q4 and 31.9% in 2021 Comparable store sales increased 14.6% in Q4 and 31.7% in 2021 Unlimited Wash Club memberships increased 34.3% in 2021
MCW puts on earnings AH anyone? DD: attendants now ask if you want to offer a tip during the check-in process. prior it was a tip jar at the end.
💥PANCAKESWAP TRADING LIVE💥🚨FAIRLAUNCH COMPLETED🚨 SOFT CAP CROSSED X 5 BUY NOW AT PANCAKESWAP ✅ KYC VERIFIED TEAM Token Name: Meta Cash Wallet (MCW)
$MCW is a chain of car washes that currently has a market cap of roughly $5 billion and a PE of 86. They have 344 locations and a net income for all of $60 mil. The average location costs $14.5 mil and their average net profit is $174k a year. If you bought one location at their current valuation it would take you roughly 80 years to pay this off. Do what you will with this information.
Crazy emergency medicine. https://www.mcw.edu/-/media/MCW/Departments/Pediatrics/Infectious-Diseases/Milwaukee_protocol.pdf?la=en
Sorry but you are incorrect (at least in the US). There is a massive PUSH from both sides of the aisles to reform Section 230 of the Communications Decency Act that currently shields websites from liability over content on their sites posted by users. While censorship on sites like Facebook and Twitter is not ILLEGAL, the courts did create legal precedent that basically encourages LESS moderation as more of a liability defense while GREATER moderation opens up websites to be classified as the "publisher or speaker" of the hosted content. I'm not arguing about whether the steps the social media companies are or are not taking legally or ethically counts as censorship/moderation/free speech because that's a different subject in the US. Right now YouTube, Facebook, Twitter, and other social media sites are NOT considered "Public Forums" in the US. *Zeran v. AOL* (1997) established immunity protections based on Section 230. *MCW, Inc. v.* *badbusinessbureau.com* (2004) began identifying legal precedent for actions that websites could take that would remove legal immunity.
If you check google, petroteq comes out as a SCAM. Their prevous name was MCW Energy and amny other names before this, then got this new name Petroteq. Who is Viston AG. I checked google, and there is literally nothing avout then at all. If there is an offer in palce to for 0.50, price wouldn’t be sitting here where it is now. Just beware.
Interesting additions to MCW’s Board of Directors Sony, MSFT, Device Partner, Obama trade rep, intellectual property law, Texas Instruments, Macquarie Infrastructure Corp. 🥱