Variant @VariantMkt
Built by hedge fund professionals for the next generation of investors. variantmkt.com New York Joined January 2025-
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Question for L/S Tech and Software analysts. Is Meituan the next $DASH? Processes over 100 million daily orders. Equity is oversold and has misunderstood unit economics via a new store roll out. Join 1000s of investors on Variant. Variantmkt.com. Dm for access.…
Anyone interested in seeing what ai + investing can look like, join 1,000s of investors in the beta of Variant. DM me if you need access. Variant was started by hedge fund analysts from Citadel, Goldman, Leucadia etc. for the next generation of investors.…
Some of the best investors are also the most under the radar. Meet Eric Khrom, who has been running his fund since 2008 and compounded at ~20% by running a concentrated portfolio of mid / small cap equities. See more on variantmkt.com @tseides @CliffordSosin…
The Top Special Situation ideas for Q3 / Q4 from analysts. Feel free to share anything else. $PRPL - Long: Tempur Sealy just took a 7% stake via 8M warrants @150. Looks like an early M&A setup. Stock collapsed going into announcement. $TIC - SPAC + post merger industrial…
David Abrams is one of the greatest value investors of our generation. Founder of Abrams Capital, a true Ben Graham disciple living in the 21st century. He avoids headlines, rarely speaks publicly, and quietly compounds capital. A manager shares their perspective.…
Who are the top 3 hedge fund managers that go under the radar? - Phoenix Cap (Leucadia spinout - global distressed) - Vision Capital (Mel Ike, ex thirdpoint) - Greenhaven Road (Scott Miller) - @puppyeh1 (can find his ideas online, amazing track record and eye for value) -…
Alert for all our event driven / special situations users. $PRPL likely acquisition target. New SEC filing shows Tempur-Sealy stake. @puppyeh1 @1MainCapital @Knightlegcap @ChrisPavese @PythiaR
Anyone looking at the pro forma Tempur Sealy + Mattress Firm. New angle heard on Somni Group $SGI from a shareholder - opening up ultra high end furniture galleries to take on Restoration Hardware? variantmkt.com @GreenhavenRoad @CliffordSosin @StockJabber…
Introducing Oracle Wealth. Wealth management for the 99%. Built by hedge fund analysts for the next generation. Uncover insights now. Connect with Robinhood, Schwab or your favorite brokerage. oraclewlth.com
I had the opportunity to meet with David Fiszel (@davidfiszel) over the years - we were both in a group meeting at a tmt conference. I remember being taken aback by just how focused he was on finding the less obvious factors for growth in names like $ADBE and $META (was the most…
Goldman Sachs June scorecard for earnings season. Negative sentiment on software... hmmmmm
Has anyone looked at the Goldman Sachs $META model recently? Explains why the stock is up so much today. Also expectations are still too low given advertising growth + whatsapp monetization over coming quarters from 1.5B dau (click to msg growth +40% last q), seems like…
Coatue's top picks for the Top 40 Market Caps in 2030. MSFT a $5T market cap? @CliffordSosin @tseides @StockJabber @assouline99 @GreenhavenRoad @GavinSBaker @DanielSLoeb1 @BillAckman @dennisihong @ClarkSquareCap @_ram_ @patrick_oshag @dsundheim @CliffordSosin…
Wayfair ($W) poised to take share from At Home Bankruptcy. See more ideas from investors on Variant. @CliffordSosin @dennisihong @ACapitalLP @StockJabber @stockthoughts81 @CatalystLeader @ChrisPavese @1MainCapital @puppyeh1 @rsandler21969 @mastersinvest @SouthernValue95
Find insights from investors on Variant! $RBLX monetization through advertising + new api access for creator economy not reflected in expectations.
$BASE's Activist Advantage Amid CFO Transition. Find more pitches from the buyside on variantmkt.com
$WBD separation unlocks substantial value not reflected in consensus. Read more on Variantmkt.
Aptiv to spinoff EDS segment amid market shifts. Catalyst underappreciated by the markets. Read more on variantmkt.com @CliffordSosin @DanielSLoeb1 @StockJabber @alexbossert
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