Linsanity Capital @JLinWin

Fan of differentiation & dependency | Enjoy secular shorts | Satire & Humor | Never investment advice New York, USA Joined April 2012

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Linsanity Capital @JLinWins

2 years ago

The only pragmatic read through from $DKS today is that the impending pricing war from $AMZN facilitated by $META / $AAPL fancy VR headsets (just throw the football virtually now brah) is guaranteed to raise Lina Khan's blood pressure 10 points. CC: @RaisingTheBAR47

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Linsanity Capital @JLinWins

2 years ago

$PYPL traded down to single digit '24 numbers yesterday...

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Linsanity Capital @JLinWins

2 years ago

Maybe I'm crazy, but how can you go wrong at this multiple? Projected to generate ~$4bn in FCF next year -share count will substantially shrink. If you believe Braintree is a growthco while p2p payments stabilizes from penetration, basically paying 9X for a poor mans $AAPL. 🤷‍♂️

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Linsanity Capital @JLinWins

2 years ago

Great point In layman’s terms: “Tell me the next time we will see a billionaire self-destruct 2/3rds of their net worth only to be able to press a magic button and recapture it within 9 months.”

Shortsighted Capital @ShortSightedCap

2 years ago

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Linsanity Capital @JLinWins

2 years ago

At least we don’t have to hear the “COVID consolidated the sporting goods space” thesis anymore.

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Linsanity Capital @JLinWins

2 years ago

POV: Bought the top in suburban metro single-family. Opted out of rate protection and now is due to refi at 7.5%.

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Linsanity Capital @JLinWins

2 years ago

It appears Nikesh is virtually Ryan Cohen reincartned, but in a much more gentrified posh manner. Strategically plotting volatility events to harness the last laugh, indirectly decapitating shorts in the process.

Nikesh Arora @nikesharora

2 years ago

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Linsanity Capital @JLinWins

2 years ago

Is it a red flag if a countries largest company is a bank?

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Linsanity Capital @JLinWins

2 years ago

Are we simply gonna ignore the fact buffdaddy trading in resi stonks has been Puru level contra-esque? Pukes the lows in $RH while marking the top in homebuilders 🥳

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Linsanity Capital @JLinWins

2 years ago

The age of memory & logic is over whilst the age of B&M apparel retail is here. Discount ASP might never go down in our lifetimes. Shorts betting on '25 maturity refi crunch might never generate a positive basis point of alpha again. We are so back. CC: @RaisingTheBAR47

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Linsanity Capital @JLinWins

2 years ago

Uhhh wtf?

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Linsanity Capital @JLinWins

2 years ago

Sentiment check: Is stripe still the best business of the current decade?

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Linsanity Capital @JLinWins

2 years ago

Executives at TaylorMade - please keep in mind said formula when making capital allocation decisions ROIC < WACC = 🚫 Thank you for coming to my Ted talk

Rick Golfs @Top100Rick

2 years ago

Executives at TaylorMade - please keep in mind said formula when making capital allocation decisions ROIC < WACC = 🚫 Thank you for coming to my Ted talk

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Linsanity Capital @JLinWins

2 years ago

Stronk grocery shopper with higher price per unit flips the 2nd derive thingamajig positive NTM. SSS flatlining MSD while discretio inventory books are cut 25% - your consumer basically has no option but to buy ze essential goods protecting topline cue guytappinghead.meme

RTB 🚀 - AKA Mr Wen, Based Kitten @RaisingTheBAR47

2 years ago

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RTB 🚀 - AKA Mr Wen, Based Kitten @RaisingTheBAR47

2 years ago

So is $TGT actually good or is this a pod shop buy the cut because the cut was known on CC data but that means that people were long which means 2nd deriv traders were short but then game theory said be long but we’re in 4th deriv space on large cap prints in 2023 so that means…

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dalibali @dalibali2

2 years ago

Find it hard to fathom how we avoid a global recession when China is in the shitter

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Linsanity Capital @JLinWins

2 years ago

Lots Chinese stonk dip buyooor sentiment on here as of late. One important tidbit: In 2022 retail comprised of 60% of A-share trading volume vs 25% composition on the NYSE. How do you see a material bounce with disposable income faltering amongst the Chinese middle class?