Linsanity Capital @JLinWins
Fan of differentiation & dependency | Enjoy secular shorts | Satire & Humor | Never investment advice New York, USA Joined November 2013-
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Following972
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Retail: The one sector where first player advantage means little to none.
In that weird interim phase right now where the weather patterns are throwing off my transition from the Keurig to cold brew pot. Please fix.
she's a 10 but still thinks the Fed is going to cut next week
Wow - I just came across some highly intrinsic quantitative data proxies, and it leads me to the inference that AMZN will be up 20%+ this print. How thrilling 🥳
CPG setup this Q seems upside skewed. Most cos finishing last cut as pricing rolled over significantly last year with inflation. Of course not if your name is Lamb Weston.
My portfolio performance after sourcing all ideas from the MBA Associate case study
@MasaSonCap $PARA every-time a strategic buyer is rumored
Turns out doors flying off the 737-MAX was a blessing in disguise for UAL CY capex spend. The 1-week chart is hysterical.
Took a quick look at ALB since Li2Co3 pricing has been kitchen sink since 2021. Trading ~30x NTM with 2 more cuts in street cons likely before trough. This won't be cheap for a while.
*whispers all gaps must fill*
Yes - my first place to look for OSINT geopolitical affairs are the Wall Street trading desks.
Yes - my first place to look for OSINT geopolitical affairs are the Wall Street trading desks.
Early Masters takeaways: LIV has 1/2 of the world top 10. It’s a damn shame that fans only get to watch these guys play four times a year. For how well the staff sets up Augusta National for patron viewership, TV coverage is absolutely dismal.
Arguably the biggest misstep from macro pros this cycle was the microscopic focus on core CPI largely driven by a-cyclical demographic shifts. The market thus far has focused on energy prices and said second derivative impacts on input costs, the rest has been looked through.
LW bulls - it’s okay another potato pricing super cycle is right around the corner 😩😩😩
LW bulls - it’s okay another potato pricing super cycle is right around the corner 😩😩😩
stocks and bonds selling off in the face of a gold bid. here is why we are destined for a 1920s Weimar Republic inflation cycle. 👇🧵 1/48
If PARA chooses to sell down studio at current bid of 1/2 TEV, how fast does the RemainCo egg? x.com/DeItaone/statu…
If PARA chooses to sell down studio at current bid of 1/2 TEV, how fast does the RemainCo egg? x.com/DeItaone/statu…
Eliant Capital @eliant_capital
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2K Followers 336 FollowingUpdate. This index has gotten slaughtered.
Buy a basket of these and use as an index to trigger my bank friends? $FRBK @ 1% TBV $BRBS @ 26% TBV $NYCB @ 35% TBV $BKUT @ 38% TBV $CARV @ 42% TBV $FMBL @ 45% TBV $FFWM @ 47% TBV $FFIC @ 57% TBV $EGBN @ 60% TBV $C @ 65% TBV
Had a call with a b-school friend who went the tech PM route. Total comp was eye opening. But does he have CFA after his name?!
We are so back it’s not even funny
Hedge Funds Loading Up on Tech Stocks 🚨 Last Week saw the largest buying of Tech Stocks by Hedge Funds since 2022 according to Goldman Sachs
Once again I am asking why "women" with tantalizing profile pics and single digit follower counts really like my golf/golf architecture comments it is very odd
The plan? Be mega long amzn into the print for the 50th quarter in a row
No one: Literally no one: Adam Jonas: The AI brain is searching for its robot ‘body.’ And the body is the vessel of the AI ‘soul.’
@JLinWins You got too much class to use Keurig pods.
Sorry if you went to an Ivy but watching the brand equity of these schools deteriorate in real time is enjoyable
Screenshot from the WSJ tonight I repeat, the Apollo deal is fugazi. There is no financing AMC Networks just raised secured debt at 10.25%
@GCeeeeeee @HedgeyeComm Apollo doesn’t have the financing. It’s fugazi
The plan: -Equinox leg day -Bask in the sun like a lizard -Brunch -Several mimosas -Catchup on reading -Salad dinner -Slumber at 830 And this may be me doxxing myself as a basic white girl
What is this? An AI investment for ants?
🚨🇺🇸BREAKING: ELON ANNOUNCES $10B AI INVESTMENT Tesla has reportedly committed a massive $10 billion to AI, targeting advancements in autonomous driving tech. ELON: "Tesla will spend around $10B this year in combined training and inference AI, the latter being primarily in…
I cannot believe this just happened 😱 I had to mute because I was shrieking
Rule of thumb should be: if yahoo finance PE is almost accurate, then avoid.
@JLinWins @RaisingTheBAR47 We’re like 3 months away from this being called an AI derivative so don’t bother
Follower count stagnating Maybe time for me to add the value again for a day or two then go back to shitposting and gaslight the new followers into thinking that was what they followed me for all along A thrilling go to market strategy for me