levered beta boy @leveredbetaboy2
L/S equity covering consumer and internet New York, NY Joined July 2022-
Tweets679
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Summertime bullishness 😎 h/t Pete Callahan @ GS
Sundar <> Satya - same same but different
Sundar <> Satya - same same but different https://t.co/yaJZXs9qwv
There is absolutely nothing positive about being fat. This is ridiculous.
There is absolutely nothing positive about being fat. This is ridiculous.
$MTCH bear case? Dating apps brought transparency to the market. Paradox of choice and mixed experiences driving usage lower. Gen Z doesn’t even want to deal with dating
$MTCH bear case? Dating apps brought transparency to the market. Paradox of choice and mixed experiences driving usage lower. Gen Z doesn’t even want to deal with dating
Jay Z and Punjabi MC on repeat tonight Good Search, strong YT (2 handle!), and impressive EBIT. Going to $9 and change GAAP EPS in FY25 open.spotify.com/track/5hTpZZmn…
Jay Z and Punjabi MC on repeat tonight Good Search, strong YT (2 handle!), and impressive EBIT. Going to $9 and change GAAP EPS in FY25 open.spotify.com/track/5hTpZZmn…
Calling it here - Sundar and Satya going to send the $QQQ higher If I could attach a song to this tweet it would OBVIOUSLY be Jay-Z x Punjabi MC $GOOGL $MSFT
Anyone here close to $APP? Seems like it’s going to >$100
Not close to $RACE but sounds like it would be a good case study on benefits of a leaner org, optimizing info flow, and inspiring employees. Been a monster of a stock wsj.com/business/autos…
I’m really hoping gold-chain Zuck at UFC300 over the weekend and on his IG post yest did not signal NT market highs
Following UFC300 the gold chain makes another appearance on Zuck’s IG announcing an upgraded chatbot Whispers saying Priscilla will allow him a new piece of jewelry for every $100 increment $META stock increases
How hasn’t Boston Dynamics leveraged the decades of robotics research to bring a humanoid robot to market faster than Figure, $TSLA, et al?
How hasn’t Boston Dynamics leveraged the decades of robotics research to bring a humanoid robot to market faster than Figure, $TSLA, et al?
Nobody: Annoying VC: “The solar eclipse is happening today. Here’s how I managed to eclipse the competition when I was a PM at a series B” 👇🏻🧵
Prepared Remarks @Rebrand_As_Y
19K Followers 926 Following
Hemingway Capital @lfg_cap
9K Followers 1K Following Global Tech investooor with a software addiction.
Bucket Shop Capital @bucketshopcap
11K Followers 908 Following Private investor. Former allocator and buyside TMT analyst.
Brett Caughran @FundamentEdge
37K Followers 3K Following Completed my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU. Now building an exceptional analyst training firm. DMs open!
Jerry Capital @JerryCap
42K Followers 578 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.
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
CrosscheckC @CrosscheckC
4K Followers 3K Following l/s equity generalist. focuses: airlines/travel, industrials, fad/fraud/cyclical shorts. opinions my own. just replies & dms.
Just Another Pod Guy @TMTLongShort
2K Followers 5K Following TMT L/S. “All models are wrong but some are useful”
Kavita Beren @accelldecel
0 Followers 223 Following
Whawsydn @WhawsydnE_c
3 Followers 236 Following
Shawsee @shawsee43446
0 Followers 302 Following
Sam Gao @notsamgao
14 Followers 40 Following
McShyte @McShytebQ8hXSB
6 Followers 244 Following
kimberly! @ilostmyleftshoe
1 Followers 14 Following
neveragain2 @neveragain727
8 Followers 568 Following
Beatrix @WNUNUM3G25P1wxu
1 Followers 180 Following
SheilaDuncan @KkA0M7i2R1vm5qW
5 Followers 406 Following
RSW @rscottwilly
209 Followers 350 Following Former @Rangers pitcher & @UVA. Continuing the family business tradition in B2B chemicals @keystoneind.
Thoathau @ThoathauUbXgR
0 Followers 250 Following
Slousleart @Slousleart3JEl
1 Followers 287 Following
Seausleight @SeausleightNJk
1 Followers 394 Following
Ana Faris @AnaFaris16
99 Followers 2K Following
GeorgiaMoore @E666y5Ct7vinxY
2 Followers 384 Following
JoanneVogt @0KM7ZpW4XgE0UB
0 Followers 240 Following
Nioteighsm @NioteighsmLWHe
0 Followers 264 Following
Resthare @ResthareR0Q
1 Followers 288 Following
Sharsmeau @SharsmeauSGgnW
6 Followers 244 Following
MacroPoloMarkets @MacroPoloMarket
145 Followers 235 Following Long-term oriented investment advice, with a flexible mandate to meet today's rapidly changing macro environment.
ありのべしいな @arinobeshi61376
0 Followers 199 Following
trying to learn @do_em_go
752 Followers 2K Following Those who keep learning will keep rising in life - Charlie Munger
Theckey @Theckey17761
6 Followers 391 Following
Smoathea @SmoatheaGfmqfd
0 Followers 312 Following
EstherBrooke @L0N3MNFU08pJIu
7 Followers 333 Following
Nathay @Nathay639245
155 Followers 3K Following
Nertiso @NertisovDbdu
1 Followers 398 Following
Stool Cap @stoolcapital
3K Followers 4K Following low convictions weakly held. credit, pistachios, stocks.
Pekwat @pekwat
3K Followers 1K Following “A man must know himself thoroughly if he is going to make a good job out of trading in the speculative markets." DM for follow
Quetarthi @Quetarthi1Kl
2 Followers 297 Following
Share @Share366250
4 Followers 188 Following
IngridGissing @6Yor7LewCl7E83
3 Followers 408 Following
Lighthouse by CTFN @Lighthouse_CTFN
220 Followers 359 Following Lighthouse's newsletter offers a daily rundown of merger news, links to source docs, and a pre-event list (incl comps) plus a weekly deep dive into a key name.
Shauthau @shauthau21410
5 Followers 421 Following
Sofie @sofie886
120 Followers 2K Following
Joon Choo @JChoo3554
64 Followers 78 Following
Imran Rahimzai @UVAImran_R2004
9 Followers 174 Following
ValerieLouie @9Weuty4Eb3zPaOD
2 Followers 315 Following
Tisought @TisoughtmRxN4T
0 Followers 419 Following
BridgetBertram @c8Ws47qijM9Nu1c
3 Followers 396 Following
Thortair @thortair73527
0 Followers 407 Following
PamelaCarey @4lLeFgFIa5sbi
0 Followers 409 Following
PandoraWilliam @99Z85t8P57wMo1
0 Followers 318 Following
Reasu @Reasub7S
0 Followers 415 Following
Patrick Fang @pfang05
34 Followers 75 Following
Prepared Remarks @Rebrand_As_Y
19K Followers 926 Following
Hemingway Capital @lfg_cap
9K Followers 1K Following Global Tech investooor with a software addiction.
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Chairlift Capital @ChairliftCap
9K Followers 1K Following Mostly software. DMs open. [email protected]
Bucket Shop Capital @bucketshopcap
11K Followers 908 Following Private investor. Former allocator and buyside TMT analyst.
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
High Yield Harry @HighyieldHarry
97K Followers 191 Following Levered Finance Memes & Satire. Parodying Finance. Instagram FinMeme Account. Sign up for my Credit and Buyside focused Newsletter ⬇️
Brett Caughran @FundamentEdge
37K Followers 3K Following Completed my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU. Now building an exceptional analyst training firm. DMs open!
junkbondinvestor @junkbondinvest
22K Followers 861 Following Credit analyst. Focus on high yield bonds, leveraged loans, distressed debt, special situations. Lots of satire.
Steads @winsteadscap
10K Followers 448 Following Analyst. Reiterated Overweight by Roth, Craig-Hallum and Taglich Brothers. Unqualified opinion from Marcum. No investment advice given, opinions only. DYDD.
Jerry Capital @JerryCap
42K Followers 578 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.
Rob Henderson @robkhenderson
148K Followers 693 Following Best-Selling Author of Troubled: A Memoir of Foster Care, Family, and Social Class: https://t.co/TGd7JHRsFo
Darth Powell 🦈🇺.. @GRomePow
23K Followers 900 Following You cannot wish for strong character and an easy life. The price of each is the other. Backup: @gromepowburner
Byrne Hobart @ByrneHobart
50K Followers 1K Following Types fairly fast. Tweets are map, not territory.
Daniel Ek @eldsjal
309K Followers 817 Following Father, CEO and Founder of @Spotify, @PrimaMateria_ and @NekoHealth
Hiroo Onoda @OnodaCapital
2K Followers 457 Following Former HF Analyst Allergic to grifters Not investment advice trust me
Giuseppe Paleologo (a.. @__paleologo
7K Followers 245 Following Stanford, IBM Res (Math), Citadel, Millennium, Hudson River Trading, future Balyasny. Trying to figure out things. Wrote a book, working on a new one.
Negative Alpha @NegativeAlp
2K Followers 617 Following Current L/S Analyst. Former Murray Bro. Not investment advice, just vibes. #RIPBroJs
BNG Capital @BNG_Capital_
9K Followers 3 Following Options/Day trader/Swing Trader/Crypto trader. 22+ years experience. Not financial advice. DM to subscribe.
Jared L Kubin @JaredKubin
2K Followers 2K Following Hedge Fund Founder. ex Adage SAC BAM. Father. Section J HBS .🐊⚾️. Psalm 104:16. Anti-Fragile + Active Faith. Whatever It Takes. *NOT INVESTMENT ADVICE*
Borlaug @Borlaug_
3K Followers 988 Following Kingpin of the Bioprocessing Mafia. Investor doing God's work (compounding capital for LPs). Always looking for a good poker game
VCs Congratulating Th.. @VCBrags
243K Followers 4K Following They're adding value™ And they're very proud of it. @BragsVentures
Rudy Havenstein, Seni.. @RudyHavenstein
111K Followers 1K Following He/Haw/Xi Reichsbank President 1908-1923 Uncategorizable. Tweets are solely for my own amusement. "My way of joking is to tell the truth." - G.B. Shaw
Shams Charania @ShamsCharania
2.3M Followers 545 Following Senior lead NBA Insider for The Athletic and Stadium. FanDuel Partner and co-host of Run It Back on FanDuel TV.
Elaine @ellevivant
277 Followers 585 Following Ex sellside, ex buyside, SMB (with IP) owner/CFO. I talk trading, investing, sports, and business
Swaney Group Capital @privateinequity
23K Followers 1K Following Industrials focused private markets firm | Ex-@mckinsey | Recovering PE MD | The SG Operating System is open source
Lucas Shaw @Lucas_Shaw
33K Followers 2K Following @business, but views my own. Write a newsletter: https://t.co/4FHeSOlE4G Host a conference: https://t.co/B72rOhX2T5 Tips: [email protected]/Signal
Donald J. Trump @realDonaldTrump
87.3M Followers 51 Following 45th President of the United States of America🇺🇸
Corry Wang @corry_wang
25K Followers 254 Following Strategy @ Google | Formerly tech equity research @ Bernstein Research. All opinions expressed are my own, and do not represent Google's
Brad Lyons @BLyons151
8K Followers 340 Following Head of Research @BWGStrategy. TMT / Consumer / Industrials / Solar / Semi / Payments. Personal views only, not investment advice.
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
Shibetoshi Nakamoto @BillyM2k
2.2M Followers 420 Following a sarcastic cartoon dog wearing glasses l https://t.co/B9rw1W0fuJ | use my affiliate link to cointracker for help with crypto taxes: https://t.co/YuyMWFowi0
The Tennis Letter @TheTennisLetter
91K Followers 993 Following Want to know the 411 & keep up with all the hot gossip? Look no further. ATP/WTA news, history, & memes | https://t.co/4fsyjojBzS
Compoundpapi (ESG) @compoundpapi
12K Followers 931 Following Here to learn. Mauboussin, Rochon, and ABBA Stan. Durable advantages, long runways, intelligent managers. Passive retail shareholder. Permanently locked.
Upslope Capital @UpslopeCapital
22K Followers 490 Following Long/short. See website for important disclosures. May hold positions in securities mentioned.
DumbLuckCapital @DumbLuckCapital
9K Followers 121 Following Knowledge is knowing that Frankenstein is not the monster. Wisdom is knowing that he is. Dumb luck is knowing both without reading a damn book.
Dylan Patel @dylan522p
39K Followers 685 Following SemiAnalysis Boutique AI & Semiconductor Research and Consulting DMs are open for consulting, quotes, or to talk shop
Linsanity Capital @JLinWins
23K Followers 994 Following Fan of differentiation & dependency | Enjoy secular shorts | Satire & Humor | Never investment advice
Rebecca Choong Wilkin.. @RChoongWilkins
39K Followers 4K Following Asia government & economy correspondent for @Business || I write about China, geopolitics, finance and markets || Views mine.
Rodrigo Benedetti @RodriGo_ethe
4K Followers 267 Following Say no to multiple arbitrage. https://t.co/PKZxXdYUJp
JSC @JSCCapital
39K Followers 3K Following Interested in all things Venture, FinTech, Public Markets, and Sports.
Jake Hallac @J_Hallac
445 Followers 3K Following Internet Analyst @ Citi (cover marketplaces, eCommerce, social media, SMB services). Former equity analyst @Blackstone + studied @MIT
Ashley Carman @ashleyrcarman
25K Followers 2K Following Reporter @business covering podcasting, music, & audio. Tip me on Signal: ashleycarman.01. Email is [email protected]. Sub to my newsletter below
AirDNA @airdna
8K Followers 2K Following Trusted insights at every step of your vacation rental journey. #AirDNA Customer Success → @AirDNAcs
Turtle Bay @turtlebay_io
16K Followers 361 Following Business History l Investment Cases l Financial Data
Investing based on vibes remains undefeated
How Jeff Bezos makes decisions
Thanks Howard, I'm sure everyone really appreciates your input $SBUX
This guy’s storytelling skills of the Drake & Kendrick Lamar beef is elite💯
when people ask me why i am the way i am i should really just show them the notes my dad wrote me growing up
@KySportsRadio Seeing Ben Stiller in there muh muh muh makes me happy
Absolute record book rager with $59,897 in funding
Lol there is now a GoFundMe to “throw a rager” for the brothers of Pi Kappa Phi at UNC. “Help us raise funds to throw this frat the party they deserve” gofundme.com/f/pi-kappa-phi…
I identify as earnings season
Her: if you won’t treat me right another man will Me:
OK, Rusillo - Q1 Earnings panic draft. SBUX is #1, right? This management team makes Mat Ishbia look like Red Auerbach. -11% China comps, Jesus Christ! And their turnaround plan is called the Two Pumps strategy? Are they running a business or a porno cinema in the Combat Zone!
AMZN, GOOG, META & MSFT: are we ignoring that this massive capex will eventually hit the P&L as D&A, or are we just assuming AI revenues will offset it? Just wondering if we're ready to have this conversation or not
How to be a better person: 1. Realize you are no better and no less than anyone around you 2. Be careful who you look down on and treat poorly; most people you look up to were probably once there, too 3. Don't project your unhappiness at home into your environment outside of…
“six way parlay. i want Leonard age to cover. i want Meredith over 90. I want Josiah heart attacks and strokes, gladys broken bones, beatrice with a stent. read it back to me”
Apollo after realizing they can take insurance policies out on strangers
TIL Thomas and George Kurian are identical twins. They both grew up in India, came to the US to study at Princeton, did Stanford GSB, McKinsey, Oracle. Thomas is the CEO of Google Cloud George is the CEO of NetApp ($21B market cap) impressive af!
Elon fell for the oldest trick in the Chinese book: Step 1: Welcome them with open arms to China Step 2: After most of the investment is made, begin poaching all employees Step 3: Copy everything Step 4: Undercut them on price Step 5: Boot them out of the country or bleed them…
@elonmusk Have you seen Xiaomi Super Automobile Factory ? This factory manufactures their EVs, apparently producing one SU7 every 76 seconds!
Mark Zuckerberg seems to be the coolest, most normal tech CEO billionaire. Just a guy who wants to build things—no ego issues, normal family, trains BJJ, farms cattle, and is open-sourcing Llama3. youtube.com/watch?v=bc6uFV…
Machiavelli's reading routine:
My new favourite neg is asking girls if they are trans
Meeting a friend that you no longer have anything in common with is like trying on an old shirt and realizing that even though it looks nice it doesn’t fit anymore
@leveredbetaboy2 @MedicallySmolPP More features moving behind paywall + declining effectiveness of free version. Many users think Tinder intentionally gives you poor matches/shadow bans you if you don’t pay Paying users / downloads implies conversion is higher today bc those downloading know they have to pay
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