Upper 20s St Capital @Upper20sStCap
If you have any high conviction zero's, [email protected] medium.com/@Upper20sStCap New York, NY Joined February 2017-
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Roughly 13 years ago, Paul Le Roux was arrested.
Roughly 13 years ago, Paul Le Roux was arrested.
What happened at $SBNY? $0.01 to $3.00? And it doesn't have a HoldCo?
It’s so funny the market opportunity is eBay auctions and real estate tours. Just goes to show no one has a clue.
It’s so funny the market opportunity is eBay auctions and real estate tours. Just goes to show no one has a clue.
Feels like a perfect night to post Roelof Botha’s 2005 YouTube memo to the Sequoia Investment Committee, made public as part of the Viacom/YouTube lawsuit One of the great pieces of business/investing writing and tech lore shadesofgraylaw.com/wp-content/upl…
Someone correct me if this is wrong, but I think that's teens growth with an 83% incremental EBITDA margin? $FICO
As it was, so shall it be $FICO
As it was, so shall it be $FICO
Out this morning with an update on our positions after an unfortunate hiatus. Link in bio. Still batting at 79% with a slugging ratio of 4.5x! Not too shabby. Also using the implosions in some of the shorts to take some positions off. $VAXX $FSR $FSRN $MLP
zuck, my boy. what’s happening. idk if you saw the response to the capex guide but long story short, it’s not great. they’re saying uh, uh, there’s no cost discipline & the ROI from AI is unknown. have you seen the pic of you w the mustache? yeah i’m thinking that’s our strategy
I am once again asking how many fast-casual, grain-based bowl lunch concepts the market can support
Nepomniachtchi has played two Candidates in a row without losing a game and didn’t win either Candidates. Wild.
Nepomniachtchi has played two Candidates in a row without losing a game and didn’t win either Candidates. Wild.
Zyn is probably the closest thing I saw in my career to Monster. (FDA approval pending, inshallah) Is why I thought it was a mistake for many weathered tobacco investors to argue SWMA shareholders got a good price from PM, considering the multiples on the rest of the industry.
Zyn is probably the closest thing I saw in my career to Monster. (FDA approval pending, inshallah) Is why I thought it was a mistake for many weathered tobacco investors to argue SWMA shareholders got a good price from PM, considering the multiples on the rest of the industry. https://t.co/I497DvnTT2
Chart of the day via Apollo One big reason the U.S. economy continues to be so 'strong'
this may turn out to be the science experiment the western world needs to see most
this may turn out to be the science experiment the western world needs to see most
Steve Cohen: We are going to a 4-day work week Also Steve Cohen: I am investing in an equities exchange whose schtick is being open 24/7
Still endlessly hilarious that $KSS turned down a reported $64 bid like 18 months ago.
Waking up on 4/20 to see $IBIT took in cash for the 69th straight day, which was also the halving. It’s a little too perfect
Waking up on 4/20 to see $IBIT took in cash for the 69th straight day, which was also the halving. It’s a little too perfect
I can see one reason why Trump's hush-money trial won't be going anywhere.
Juror 2 is Truth Social and X, it’s so over. Hung jury incoming.
Juror 2 is Truth Social and X, it’s so over. Hung jury incoming.
NEW: @citsecurities spokesperson responds to @DevinNunes' claim in his recent letter to the Nasdaq about short selling $DJT. I've never seen Citadel Securities respond like this:
The feeling when your General Counsel taps you on the shoulder
The feeling when your General Counsel taps you on the shoulder
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Prepared Remarks @Rebrand_As_Y
19K Followers 925 Following
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Jerry Capital @JerryCap
41K Followers 568 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.
Steads @winsteadscap
10K Followers 447 Following Analyst. Reiterated Overweight by Roth, Craig-Hallum and Taglich Brothers. Unqualified opinion from Marcum. No investment advice given, opinions only. DYDD.
Dave Waters @alluvialcapital
26K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
JC Oviedo @JCOviedo6
15K Followers 1K Following Locked in my parents' basement working to expose the biggest frauds since Enron
crossdefault @crossdefault
9K Followers 4K Following once l/s value, FO, now spec/structured sits. my brand is chaos. ex-IB. If it's not levered you aren't doing it right. DMs Open.
Chairlift Capital @ChairliftCap
9K Followers 1K Following Mostly software. DMs open. [email protected]
Jeff Davies, the Ener.. @EnergyCredit1
37K Followers 4K Following EnerWrap. Click here to get daily energy data-driven insights delivered to you inbox for FREE! 👇
Yellow Lab Life Capit.. @YellowLabLife
20K Followers 950 Following I am not as smart as I sound, so please don't listen to me
slow & steady @_slow_steady
37 Followers 196 Following Brock Purdy is Joe Cool 2.0. $ALAR $IOT $MNDY $NET $NVDA $PAR $PDD $RMTI $ROOT
Jorge Financial @Tomas8Jorge
576 Followers 7K Following Investments, Stock Exchange, Dividends, Portfolio Management, Dividend Growth, Business, Passive Income, Value Investing
Pateympee @pateympee51211
1 Followers 175 Following
CherryRhodes @5p2g9Lku9xmXbu
0 Followers 190 Following
SunlitWhirl @SunlitWhir62835
37 Followers 2K Following
BART WITMER @rbwitmer
136 Followers 738 Following
Snowball 小雪球 @thexworrior
304 Followers 1K Following Longterm compounder s collector, Curiosity driven fundamental investor. “Investing is competitive learning and a Disney for Adult” #littleWiserEachday
Seth Stevens @sethdstevens
616 Followers 338 Following Built 3 different 7 figure businesses by age 32. Now scaling marketing agency. I send the lessons I’ve learned in a weekly email to 70k+ people. @IndianaUniv
Petermuffinman @petermuffinman
1 Followers 381 Following
tbi @tbi2099
6 Followers 2K Following
Jeremy Almond @jeremyalmond
17K Followers 13K Following CEO @Paystand. Host @reDeFined_talks. Engineer. Surfer. Hacker. Founder. Bluewater Sailor. Mini Investor. Latam ❤️. ₿lockchain 💊. Enjoy Life. Do Good. 🙏🏾
Sam Frost @_SamFrost1
236 Followers 945 Following Advancing AI at @huggingface. Advocate for inclusivity and equality.
Erik Olson @olsonerik
0 Followers 4K Following
us_Christina_ @us_christi92659
27 Followers 2K Following
Jamie Heins @jamieheins
35 Followers 865 Following
Sid Viscous @viscousvic756
161 Followers 505 Following
Matt Morris @MattGMorris1
1K Followers 2K Following Managing Member at Hampton River Partners LLC and Partner at Dry Line Partners LLC. Likes/Follows are not endorsements.
Cartesian @cartesian99
2K Followers 350 Following changing numbers in databases to end up with more numbers in databases
O Falibilista @falibilista
208 Followers 637 Following Critical Rationalism (David Deutsch, Karl Popper). Investing. Some portuguese tweets.
Mariusz Bidelski @MBidelski
121 Followers 363 Following
Florian Hübsch @fl9clj
16 Followers 63 Following
Andre Smith @Smith24992Smith
181 Followers 888 Following
Boris @BorisMarkovich
461 Followers 336 Following Co-founder @ayrshare, the social media API company
Jonas Mendoza @jonasrmendoza
8 Followers 373 Following
Francisco Latapiat @fj_latapiat
34 Followers 262 Following
726363829182730 @8283739201817j
0 Followers 3K Following
Rory Greig @rorygreig1
649 Followers 4K Following Research Engineer at Google DeepMind, interested in AI Alignment and Complexity Science.
Simon Vorgrimmler @oida_lip
47 Followers 666 Following
jpinsight @jpinsight1
1 Followers 1K Following
Shader_Zero @shader_zero
171 Followers 3K Following
ECSTATIC DONUT @tomey_aaron
161 Followers 885 Following amusing myself in a birdcage || dangerously impaired by life & ready to do anything for a $3 bill.
Joseph Fustero @JosephFustero
13 Followers 1K Following
Erik Kannike @erikkannike
3K Followers 5K Following @WarStudies alumni. Now building the future of intel as CSO of @SensusQ. DM's open.
hamzah @WorldWideHamzah
470 Followers 2K Following i only have good days + great days. i like film, pizza, and taylor swift songs. univ. of kentucky → tulane law → nyu stern. nyc.
ateev @ateevc
179 Followers 636 Following Founder of profitable Fintech 😂, IIMB, Macquarie, Bharti, Andersen, HT, Rencap. Investing in value stocks with momentum !
Mikołaj @rydmaz
107 Followers 436 Following Telle est la vie des hommes. Quelques joies, très vite effacées par d'inoubliables chagrins, il n'est pas nécessaire de le dire aux enfants
Drew @daprofile
484 Followers 4K Following Administrator. Sometime software engineer and philosopher. Trying real hard to be the shepard. Retweet certainly does not mean endorsement.
Pythia Capital, Baron.. @PythiaR
54K Followers 687 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
modest proposal @modestproposal1
101K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Daniel S. Loeb @DanielSLoeb1
124K Followers 993 Following Investment analyst at Third Point LLC since 1995. Columbia College ‘83 🥲
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Prepared Remarks @Rebrand_As_Y
19K Followers 925 Following
Compound248 💰 @compound248
58K Followers 659 Following "That thing that rich people do where they turn money into more money. Can you teach me how to do that, Jack?” - Tina Fey, 30 Rock Jack, “With my eyes closed.”
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.
Steads @winsteadscap
10K Followers 447 Following Analyst. Reiterated Overweight by Roth, Craig-Hallum and Taglich Brothers. Unqualified opinion from Marcum. No investment advice given, opinions only. DYDD.
Dave Waters @alluvialcapital
26K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
Ricky Sandler @rsandler21969
26K Followers 420 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
JC Oviedo @JCOviedo6
15K Followers 1K Following Locked in my parents' basement working to expose the biggest frauds since Enron
Jeff Davies, the Ener.. @EnergyCredit1
37K Followers 4K Following EnerWrap. Click here to get daily energy data-driven insights delivered to you inbox for FREE! 👇
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,100+ subscribers)
catechwilliams @catechwilliams
3K Followers 137 Following Center for Advanced Sciences. Cambridge Einstein Scholar; Ph.D. Philosophy (Oxon); Ph.D. Applied Mathematics (MIT); JD/ MBA (Stanford).
Mike @Mike10947310
2K Followers 114 Following I'd rather play suckers than beat the best—trying to find the right table https://t.co/MOU1CdjJVO
Stoic Point Capital M.. @stoic_point
1K Followers 271 Following Any statements or commentary from Stoic Point are not an advertisement and do not constitute an offer of any securities or investment advisory services.
travelcapture @naturegrind
34 Followers 10 Following slinging software to the travel industry - trying to conquer AUS/NZ
Jason Shapiro @Crowded_Mkt_Rpt
36K Followers 1K Following Not investment advice. 30+ yrs of trading, HF MGR, featured in Unknown Market Wizards. Free Newsletter https://t.co/6PXysw5iLP
TechStockFundamentals @TechFundies
6K Followers 356 Following Tech investor for over 20 years. Ran ~$1b hedge fund for 10 of those. Here to help. Not investment advice.
Batshit Moments in Au.. @batshit_auspol
64K Followers 96 Following A collection weird and wonderful moments from down under. Smash follow.
Bg2 Pod @BG2Pod
11K Followers 39 Following Open Source bi-weekly convo w @altcap & @bgurley on all things tech, markets, investing & capitalism
CapitalGuy🇺🇦 @Crussian17
21K Followers 1K Following mostly investing opinions with some warriors basketball and politics sprinkled in. all opinions are my own and not any recommendation to others to buy/sell
Warren Pies @WarrenPies
38K Followers 2K Following Founder @3F_Research...Formerly with Ned Davis Research, Recovering Attorney (step 4), Highlighting when I'm rt...downplaying when I'm wrong.
The Coal Trader @dyer440
11K Followers 1K Following Consultant & Coal Analyst, Trader & Real Estate Investor https://t.co/7yoZv8h1qw
Random Muppet @MuppetTrading
2K Followers 938 Following I'm tweeting for entertainment purposes only. Before you act on any of my tweets, ask yourself - is "Random Muppet said so" really your thesis?
Bireme Capital @BiremeCapital
984 Followers 46 Following
Pernas Research @pernasresearch
3K Followers 595 Following Former Deputy Chief Investment Officer of a 3.5B investment firm | Add your email to https://t.co/0QX5aQA2e6 to receive our research | Stock Ideas & Investing
Kevin Mak @KevinLMak
4K Followers 33 Following Teaches economics and investing at Stanford GSB. Special sits fund manager. https://t.co/kiKMwr09f0
Main Ridge @Main_Ridge
2K Followers 2K Following "If you don't know who you are, the stock market is an expensive place to find out."
AltayCap @AltayCapital
8K Followers 922 Following Long / Short equities. Value investor. Istanbul https://t.co/vNBoJqo6Ji
Andy Eidson @AndyEidson
159 Followers 119 Following CEO - Alpha Metallurgical Resources (NYSE:AMR); University of Alabama
Christopher Tsai @tsaicapital
2K Followers 460 Following Father, Husband, Third-Generation Investor, CIO @ Tsai Capital
Jon Cukierwar @JonCukierwar
12K Followers 487 Following Founder of Sohra Peak Capital Partners, where we invest in businesses with intelligence far surpassing my own. Disclaimer here: https://t.co/C1dK5tzAej
Donald Crowhurst @Crowhurst68
302 Followers 577 Following I buy my longs cheap, and sell your frauds short.
Brent @bin2gray
559 Followers 934 Following Here mostly for investing ideas, rarely have my own, crib from others. A sucker for biotech. Sometimes I hate on Trump so stay away if that offends.
maninapurpledress @maninapurpledr1
1K Followers 1K Following ALL TWEETS ARE FOR INFORMATIONAL PURPOSES. THIS IS NOT INVESTMENT ADVICE. DO NOT TRADE OFF ANY OF MY INFORMATION
Rev Cap @rev_cap
14K Followers 2K Following Cyclicals Investor. Anon for now. A lot on Housing, Fed Policy, and the Business Cycle
Dr_Gingerballs @Dr_Gingerballs
16K Followers 295 Following Engineer. Researcher. Stonk Enjoyer. Shit poster. I collect data on options and stuff and post it on X.
Olga Usvyatsky @ousvyatsky
359 Followers 445 Following Researcher, analyst, former VP of Research at Audit Analytics. Author of Deep Quarry newsletter. Tweets are not investment advice.
Freda Duan @FredaDuan
11K Followers 319 Following Investing @ Altimeter Capital. No investment advice
Trembling With Greed @JimmyDaGreek76
3K Followers 2K Following For entertainment purposes only (& thats not guaranteed). DMs are open. 💎🙌
Viola Capital @violacapital
182 Followers 121 Following Data scientist by day, investor by night. Opinions only; not financial advice.
Santiago Capital @SantiagoAuFund
270K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICE
Hamlet @inwoodcapital
3K Followers 635 Following Ex Viking guy now doing my own thing. *Nothing I post is investment advice* water always finds it’s level
EJ @DeezPeanutsss
438 Followers 94 Following Seeking profitable💲, high FCF 💰, low debt 📉 companies on the ASX. My 2 🥜s worth. https://t.co/Iucig4ilkM
marissamayer @marissamayer
1.5M Followers 414 Following Sunshine, Yahoo, Google, San Franciscan, Wisconsinite, Geek.
ToffCap @ToffCap
9K Followers 416 Following Fund manager. Looking at LOTS of companies and sharing ideas. Opinions, not advice | Research and Event-Driven ideas at https://t.co/e3LfxHHKsb.
mark pincus @markpinc
86K Followers 2K Following Chairman/founder, @zynga. Partner/Reinvent Capital. Passionate product maker, biker, surfer. Father of two amazing girls, one cute boy and one new baby boy!
Odd Diligence @OddDiligence
8K Followers 1K Following Long/short event-driven trading, looking under pebbles and rocks. Not investment advice.
Adam Taub @taubamush
759 Followers 2K Following I traffic in evidence and opinion. Ad hominems earn an instant block.
Chadd Garcia @SWFLWildcats
403 Followers 647 Following U of A Ag. Major, HBS MBA. God, Family, and Acceptable Risk-Adjusted Returns. PM of $AVEAX.
Sports_Bios @Sports_bios
11K Followers 89 Following
Half Art Half Science @HalfArtScience
420 Followers 25 Following Developer-turned investor, tech nerd. Analyst at a $10B+ fund. Views represent my opinions, please invest after doing your own research.
Martin Shkreli (e/acc.. @wagieeacc
99K Followers 8K Following despite all my ragie I'm still just a wagie in a cagie working on DL Software: https://t.co/FVn3NRNrLe https://t.co/CgaoMfhUHd
Mary D'Onofrio @mcadonofrio
4K Followers 231 Following Partner @BessemerVP Growth | Investor @goteleport @netlify @launchdarkly @implydata @forterglobal @contractbook @bigidsecure @hyperscienceAI | Tracking ^EMCLOUD
DTF Capital (Sleep We.. @DTF_Capital
3K Followers 683 Following Author of Sleep Well Investments newsletter | Deep dives into time-tested businesses with long reinvestment runway https://t.co/vff3qimIza
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Joscha Bach @Plinz
129K Followers 754 Following FOLLOWS YOU. Artificial Intelligence, Cognitive Architectures, Computation. The goal is integrity, not conformity. https://t.co/rFUNzdYXuKIt's very rare to see a public co. founder call out another public co. founder this way, esp out of the blue. Makes you wonder what's going on behind-the-scenes. Why say this now? "You shouldn't assume you're being told the truth by any of these public companies." ooh boy🍿
An anti-masker chip fab is honestly one of the best physics bits I’ve seen. More refined comedy from the “stochastic path integral over all possible trajectories of a Markov process” guy
Exclusive first look into our superconducting fab and lab where we build and test our first thermodynamic devices.
lmao. She inherited her company from her father, who inherited it from his father.
it’s wild that coastal cities have spent years debating if YIMBY policies will lower rents, and Austin just… did it they streamlined permitting, upzoned most of the city, and eliminated parking mandates. Tons of housing is going up and rents are plummeting. YIMBY policies work
Too lazy to look but what is going on with MobileEye? The extent of my knowledge is that Intel owns close to 90% and consolidates. Theyre down 40%+ on revenue this quarter? Why doesnt the MBLY stock move?
tfw you’re definitely a normal corporation run for profit
BREAKING: Reuters reports that TikTok's owner ByteDance would prefer to 'shut down' its app in the US rather than sell it if all legal options are exhausted
Out this morning with an update on our positions after an unfortunate hiatus. Link in bio. Still batting at 79% with a slugging ratio of 4.5x! Not too shabby. Also using the implosions in some of the shorts to take some positions off. $VAXX $FSR $FSRN $MLP
Countless billions of dollars flushed down the drain. Result? A system that is so fragile, that a stupid print on a t-shirt can wreak havoc in it. And this of course makes this system useless for broad adoption. When do investors start cutting their loses?
tl;dr Waymo robotaxis will stop when they see a person wearing a t-shirt with a stop sign on it. Surprising? What will they do if they see a person wearing a "Speed Limit 60" t-shirt in the middle of a San Francisco street? thestreet.com/automotive/the…
zuck, my boy. what’s happening. idk if you saw the response to the capex guide but long story short, it’s not great. they’re saying uh, uh, there’s no cost discipline & the ROI from AI is unknown. have you seen the pic of you w the mustache? yeah i’m thinking that’s our strategy
I am once again asking how many fast-casual, grain-based bowl lunch concepts the market can support
St Joe: flat Maui Land: down Aztec Land: not even public in 2004 Tejon Ranch: down TPL: up 150x ~All of this portfolio return is just $tpl and bonds.
A portfolio consisting of five major land trusts (Aztec Land and Cattle, Maui Land & Pineapple, Tejon Ranch, St. Joe Company, Texas Pacific Land Corp) equal weight - 75%, and long bonds - 25% has outperformed the S&P since before the GFC.
One can dream but wouldn't it be grand if white collar criminals faced the same justice others do. "Some carry shotguns, others briefcases.. It's all in the game tho" - Omar Little "McKinsey Faces Criminal Probe Over Opioid-Related Consulting" wsj.com/articles/mckin…
Zyn is probably the closest thing I saw in my career to Monster. (FDA approval pending, inshallah) Is why I thought it was a mistake for many weathered tobacco investors to argue SWMA shareholders got a good price from PM, considering the multiples on the rest of the industry.
"Monster (!!), Apple, Amazon, and Tractor Supply Corp. (!!!) ranked as the S&P 500s only stocks in the 25-year period averaging more than 25% in annualized returns."
Chart of the day via Apollo One big reason the U.S. economy continues to be so 'strong'
this may turn out to be the science experiment the western world needs to see most
Javier Milei announces Argentina’s first quarterly fiscal surplus since 2008, promising his commitment to eliminating deficits won’t waver trib.al/qMRA2KV
Columbia has a long-standing reputation of allowing students to be radicalized with bad ideas
Waking up on 4/20 to see $IBIT took in cash for the 69th straight day, which was also the halving. It’s a little too perfect
Bitcoin ETF Flow (US$ million) - 2024-04-19 TOTAL NET FLOW: 59.7 (Provisional data) IBIT: 29.3 FBTC: 54.8 BITB: 4.9 ARKB: 12.5 BTCO: 3.9 EZBC: 1.9 BRRR: 0 HODL: -1.8 BTCW: 0 GBTC: -45.8 DEFI: 0 For all the data & disclaimers visit: farside.co.uk/?p=997
I can see one reason why Trump's hush-money trial won't be going anywhere.
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