Mako Research @makoresearch

I thought I’d try out ANON fintwit! *Not Investment Advice Joined October 2024

Tweets

30
Followers

48
Following

145
Likes

49

Doug Garber @PitchThePM

a week ago

Why 40x Earnings May Not Hold FAST trades at ~40x NTM P/E vs. a 10yr avg of 27x. EPS revisions are flat. Vending growth is slowing. Great business, but valuation looks stretched. Mean reversion risk is real. 🎥 Full breakdown: youtu.be/YHN84bq4EmA?si… #PitchThePM

1 1 1 139 0

Mako Research @makoresearch

7 days ago

Like $VFC here: 1) Vans women’s mix is inflecting; 2) Avg shoe ASP has ticked higher for first time since ‘22 (~60% of Vans rev); 3) Weak Vans comps from inventory right sizing. 4) Dickies sale provides 2.5 yrs of runway removing solvency risk.

0 0 0 290 0

Mako Research @makoresearch

6 months ago

Anyone else notice DIDIY does not have HK or southbound shares?

0 0 0 61 0

Mako Research @makoresearch

7 months ago

$DECK has been slaughtered… anyone been following this thing?

0 0 0 116 0

Mako Research @makoresearch

7 months ago

Uhhhh… opinions follows trend?

Cheddar Flow @CheddarFlow

7 months ago

Uhhhh… opinions follows trend?

21 68 580 126K 40

0 0 0 44 0

Mako Research @makoresearch

8 months ago

We are buying $HON on today’s weakness.

0 0 0 93 0

Mako Research @makoresearch

8 months ago

This is better than any sell-side primer…$NVDA m.youtube.com/watch?v=4fNSNs…

0 0 1 89 0

Mako Research @makoresearch

8 months ago

Tepper’s Part 2A will go down as the best ever. “Seeks to obtain annual returns substantially in excess” — AKA we are in the business of making MONEY. …Not many built like Tepper anymore

0 0 1 66 0

Download Image

Mako Research @makoresearch

8 months ago

$BABA trades ~10% higher than HK 9988 shares. Hong Kong markets have been closed since Wednesday… could see some pressure on ADRs if the spread persists Monday.

0 0 1 110 0

Mako Research @makoresearch

8 months ago

We viewed that our $UPS short could be explained by the two charts below. Price remained resilient vs. deteriorating fundamentals in the summer of ‘23. That said, We think that majority of the juice is squeezed from this one and we closed our short today.