Bandit Capital Management @nbanditx
Markets explorer, 99% fundamental equities 1% crypto memes (or vice versa) Chicago, IL Joined October 2024-
Tweets24
-
Followers94
-
Following596
-
Likes37
Well, The Bear Cave @StockJabber is out with an opinion on $APP. 1. Pretty sure most of the "expert network calls" are gamed lately (see below thread) 👇 2. I'm not sure $APP can even get out a clean 10-K. 3. Who is this mysterious Tang Hao investor? He'd be one of the…
Well, The Bear Cave @StockJabber is out with an opinion on $APP. 1. Pretty sure most of the "expert network calls" are gamed lately (see below thread) 👇 2. I'm not sure $APP can even get out a clean 10-K. 3. Who is this mysterious Tang Hao investor? He'd be one of the…
Thanks to the many who have reached out about $APP/Olivia Kory stock promotion.🪓💪🇺🇸 As I've suspected, a lot of the "expert network calls" (Tegus/GLG/etc.) that hedge funds buy to get "industry insights" into various trends and companies appear to be seeded for $APP from…
Thanks to the many who have reached out about $APP/Olivia Kory stock promotion.🪓💪🇺🇸 As I've suspected, a lot of the "expert network calls" (Tegus/GLG/etc.) that hedge funds buy to get "industry insights" into various trends and companies appear to be seeded for $APP from… https://t.co/rRuOiadn84
Citadel $GRAB your cash
I’m a local and I use Grab as well as its competitors. If you think Grab’s next users from Indonesia/Vietnam/others will have the Avg spending as Singaporeans, you’re up to disappointment. The high income population in SEA already use Grab, what juice do you have left?
I’m a local and I use Grab as well as its competitors. If you think Grab’s next users from Indonesia/Vietnam/others will have the Avg spending as Singaporeans, you’re up to disappointment. The high income population in SEA already use Grab, what juice do you have left?
AppLovin $APP has a ridiculous related party pyramid scheme fueling "e-commerce growth" in 2025. This is pure horse manure and a complete embarrassment, even by our current standards. Opinion: Strong Sell thecaptainslog.io/flip-an-intro-…
$LYFT down 11% post earnings. Think this is an opportunity to add into a position. - FCF improved significantly from -$250M to +$700M - Delta Airlines partnership discontinuation will only affect 1-2% revenue - Duopoly structure remain intact - Partnership with Mobileye Q126
House of Huawei, the new book by Washington Post reporter @evadou, has to be one of the most important books on China and industrial policy in recent years. I’m still reading through it and will share parts I found striking in this ongoing thread: 🧵
S&P 500 sector valuations..
Okay this is a really fun one because it's really simple and very few people got it. h/t @Eric714 for the original conversation. Casually, it looks like the call overwrite strategy is outperforming throughout the sample, but this is a visual artifact of compounding. >>
Okay this is a really fun one because it's really simple and very few people got it. h/t @Eric714 for the original conversation. Casually, it looks like the call overwrite strategy is outperforming throughout the sample, but this is a visual artifact of compounding. >>
While revenue drop had improved from the previous quarter, gross margins worsened in Q3 FY 2025 $UAA No clear sight on revenue growth or >50% gross margins yet, seems $8 level will continue for a few quarters - unless there’s exogenous activities
$LFMD is the better MD in the next 12 months
$LFMD is the better MD in the next 12 months
Alma @82lO2LS7Lid13
25 Followers 712 Following I’m too busy working on my own grass to notice if yours is greener.
Hildegarde @Hibjoo5783395
33 Followers 2K Following Be fearless in the pursuit of what sets your soul on fire.
Kuipig @Kuipig113070
8 Followers 157 Following
Loredana @Orximau77482
41 Followers 2K Following A woman with a voice is, by definition, a strong woman.
Trader_1️⃣9️⃣... @lucilee_g
99 Followers 420 Following Investisseur Quality 🇺🇸 🇫🇷🇪🇺 #Asml #Visa #Amazon #msci #Dior #google #robertet #spgi #Loreal #Uber #Ferrari
Carroll Lynch @CarrollL18799
32 Followers 3K Following
Diann @k_diann2
255 Followers 3K Following
MamieMarion @aj16X8J6EDzy4
1 Followers 1K Following
Steve Johnson @ForagerSteve_
23 Followers 394 Following Founder and CIO at Forager Funds Management. Likes assets plays, cigar butts and anything else cheap.
CaraViolet @pqPos82wYYEYSFj
17 Followers 723 Following Beauty begins the moment you decide to be yourself. — Coco Chanel
Patricia @170E6v297cVM04
21 Followers 729 Following
Selina @Zretoo685
48 Followers 2K Following Sometimes the most productive thing you can do is relax.
Eric NutaIl @erlcnuttaII_
542 Followers 4K Following Father of 3, husband, & energy investor. Proponent of the Canadian energy patch & occasional market commentator. https://t.co/G7tk2VzmkG
SelenaSamuel @33P39KIxxHx8Z8
7 Followers 1K Following
Benita @TnBvUkX00pDEdi
41 Followers 914 Following
Mason Brown @mason_brown47
981 Followers 2K Following Empowering SaaS sales teams with the right messaging, buyer insights, and outreach strategy to book more qualified appointments.
AthenaShaw @xYiPv8yPOb6o6C
29 Followers 1K Following Living for good music, great company, and endless coffee.
Laurianne West @LaurianneW13027
14 Followers 2K Following
TrendRiderPro🇺🇸 @Kliefa16197
46 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Leanne @K2bg24L92Rm2aM
16 Followers 899 Following
Helene @g205zeE9e1F5C7
35 Followers 1K Following Coffee addict ☕ | Bookworm 📚 | Traveler ✈️ | Dreamer 💭
HODOR @Maximus_Hollaz
46 Followers 1K Following Swing & day trader Tweets are my opinion only and not a recommendation to buy or sell any security. Parody account!
JessicaHemingway @vLT9Nv339K9YG4X
25 Followers 817 Following
Joel…Cohen @joelmcorhen
194 Followers 3K Following Member of the investment team at MIT Investment Management Co, writing especially for emerging managers + early career investors (https://t.co/tiyhMjDoRY)
Connor…Haley @AltaFoxCapirtal
100 Followers 2K Following Long-term focused investment firm out of Fort Worth, TX. https://t.co/7VMxgHp26k
ROIC_KING🇺🇸 @Corbuif13136
50 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
QuantSignals🇺🇸 @Tese957
40 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Trumoub @Trumoub788034
31 Followers 2K Following
8% Value Activist @ArvelVista
223 Followers 175 Following All about activist stocks especially Japan, FCF compounders & investment strategies. We are on Substack, LinkedIn & YouTube: https://t.co/acAbIAIq6m
3:10 Value @310Value
10K Followers 5K Following Independent Thought, Creative Insights, Relentless Discovery. Not investment advice. [email protected] https://t.co/BmHjJLItKG
Pegasus @PegasusFund
4K Followers 376 Following Long/Short Equity PM. Not investment advice. Every great trade begins feeling alone in sentiment and shocked by price. Size by your edge and downside.
Colossus @joincolossus
27K Followers 92 Following Home of @InvestLikeBest, @BizBreakdowns, @FoundersPodcast, @ArtOfInvest, & @ColossusReview.
Son of a Bichon (Humi... @BichonRedux
7K Followers 5K Following Matthew 25:40 The King will reply, ‘Truly I tell you, whatever you did for one of the least of these brothers and sisters of mine, you did for me.’
Tr. Randy Brown @SpotMonthEnergy
6K Followers 169 Following 45 years of O&G trading and marketing. "Janitor Emeritus" of the Energy Traders Hall of Fame. Humorist.
The Magic Berry Peddl... @MagicBerryInc
1K Followers 633 Following ex big 4 auditor turned Portfolio Manager. Value Investor who despises charlatans, cults, and illogical thinking.
In Practise @_inpractise
25K Followers 647 Following A Primary Research platform for long-term fundamental investors.
SouthernValue @SouthernValue95
14K Followers 2K Following Infinitely curious. “Spend each day trying to be a little wiser than you were when you woke up.” - Charlie Munger
Dan Rosenblum @sharkbiotech
26K Followers 1K Following Trading with the sharks at sharkinvesting since 1999 . Writing about biotech since 2006.
John Mihaljevic @JMihaljevic
13K Followers 3K Following Value investor. Chairman @manualofideas, The Zurich Project, Ideaweek St. Moritz. Editor/Host, Latticework. Co-Host @twiii_podcast. Author, The Manual of Ideas.
Sleepwell🛌 @SleepwellCap
23K Followers 710 Following Looking for investments to sleepwell (public+private). Music, Consumer, Tech and Luxury. Independent artist & engineer. Opinions my own,disclaimers on Substack.
Tenva Capital @TenvaCapital
2K Followers 346 Following Hunting for overlooked and undervalued stocks | Subscribe at: https://t.co/KnzDJDBdO1 | Disclaimer: https://t.co/CBg1FUrpwm
𝗕𝗶𝗴 𝘁𝗶... @veryniceav
340K Followers 7 Following 糖心视频👉https://t.co/ckL4e5lGxo | 海角社区👉https://t.co/tPd3YdkYQs | 神仙软件👉https://t.co/GH4jXTzGzC
Welfare Capital @WelfareCapLLC
2K Followers 1K Following Your local research junkie | Never financial advice. I write long articles at:
Founder With ADHD @founderwithadhd
9K Followers 26 Following Founder (2x exits). Forbes list maker. Operator. Overthinker. This is where the unfiltered thoughts go. (Mind Dump)
Eric Nuttall @ericnuttall
107K Followers 424 Following Father of 3, husband, & energy investor. Proponent of the Canadian energy patch & occasional market commentator. https://t.co/WVA6oG8CCO
Cornerstone Analytics... @CornerstoneOil
13K Followers 1K Following 🗣 Oliver Parsons ➡️ CA since ‘09 • ex-JPM ♦️ Mike Rothman ➡️ 42 yrs oil research + 40 yrs OPEC • ex-ISI energy head • ex-Merril Lynch energy head• #1 ranked II
Global Value Hunter @stockjock84
8K Followers 703 Following Personal account. Focused on global value + catalysts
Vacation Capital @JBierne
6K Followers 555 Following Legendary Fund Manager Not investment advice. I may transact in securities I mention. Do your own DD.
Anthony @HalvioCapital
2K Followers 300 Following Constantly curious. There are no bad assets, just bad prices.
Luis V. Sanchez @LuisVSanchez777
8K Followers 815 Following Founder of LVS Advisory, a boutique investment firm. [email protected]. Tweets are for information only, not investment advice.
Eric Jackson @ericjackson
119K Followers 350 Following Rising Dynasty = GET YOURS; Founder @emjcapital ; Desperately Seeking 100-Baggers; Columbia Mgmt & Strategy PhD; Longs $OPEN $BETR $IREN $CIFR $ETHA $BTQ $DEFT
Zoomer 🧢 @zoomyzoomm
19K Followers 964 Following | VC Tech Bro | Forbes 30u30 | AI Doomer Dude | Gen Z Threadboi | King of Hot Takes | 27 y.o w/ $500k NW | Chase Coleman's Nephew | CSO (Chief Shitpost Officer)
Bison Insights @BisonInsights
27K Followers 138 Following Bison Insights publishes stock ideas, oil and gas macro analyses, and expert interviews from our author Josh Young. https://t.co/Q3XobWn8zZ
Hemingway Capital @lfg_cap
13K Followers 1K Following Global Tech investooor with a software addiction. not investment advice.
Goehring & Rozencwajg @Go_Rozen
24K Followers 56 Following Our team has been investing in Natural Resources for over 30yrs. We share our research with the public. View important disclosures: https://t.co/mOomknnX4O
Porter Collins @Seawolfcap
51K Followers 2K Following Co-Founder of Seawolf Capital. Value investor, short seller and 2 time Olympian. Always looking for the next Big Short.
Former MM PE Backed C... @cfo_mm
15K Followers 626 Following Middle Market Private Equity Backed CFO. It’s as exciting as it sounds. I have a sub-3% mortgage. [email protected]
HODOR @Maximus_Holla
53K Followers 1K Following Swing & day trader Tweets are my opinion only and not a recommendation to buy or sell any security. I don't Have any subservice/ WhatsApp group /Telegram group!
David Risher @davidrisher
6K Followers 850 Following CEO @Lyft. Co-Founder @Worldreaders and 1/2 of #HalfMyDAF. Love creating great rider & driver experiences. Don't love jargon, cheese or EA
Sigma Zero Capital @sigmazerocap
3K Followers 405 Following Public Equities Investor + Thematic Trader. OCD for seeking truth and recognizing deep realities.
Michael Bruno @brubarian
453 Followers 294 Following striving to sharpen my craft daily - investor // @columbia_biz | Veteran @USMC @NavalAcademy | Policy @SAISHopkins
Praetorian Capital @praetoriancap
8K Followers 2 Following Looking for the next big inflection. Hedge fund run by @hkuppy seeking absolute returns in a benchmarked world.
Zoe Evans @zoeevans00
186K Followers 87 Following 📸 Model ✨22 💕 If you want to chat with me, check this link 👇
Consensus Media @ConsensusGurus
35K Followers 469 Following Attempting to lay down Consensus views to better inform decision making. Often sarcastic, and often ranting. Do your own due diligence.
JB Mason @JBMason_
2K Followers 947 Following On a mission to build a better business brokerage after acquiring a 40 year-old firm (@okeeffeomalley). Previously: poker pro, early @doordash, mgmt consultantTrends for United States
You might like
