Valuations @valuations_
Even if I miss I can’t miss. Joined May 2016-
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$SBUX and $PYPL both deserve to trade at 15x.
Happy for all the weed stonks but what’s really great about cannabis being rescheduled is it opens a flood gate of research opportunities as gov can relax the currently stringent DEA protocols. Win for science.
$PARA bagholder energy is reaching supernova levels. Way too much confidence for what looks like a pretty ugly set up. Instincts tell me it’s going to get hammered but too binary for me to place a bet.
No one: Literally no one: Adam Jonas: The AI brain is searching for its robot ‘body.’ And the body is the vessel of the AI ‘soul.’
Do I fade T$LA now to guarantee it rips another 15% when options open or do I wait patiently which guarantees it fades immediately and I miss the move altogether? 🤔
Every time I look at cannabis stocks: Rescheduling / 280E improves profit but shares get diluted into oblivion by then. Retailers lose their moat, compete w/ C-Stores and margins blow. Producers will get agricultural multiples. Maybe distributors win, so own big tobacco?
And $GOOGL hasn’t even started to “get fit” yet or been dubbed an AI winner. Just imagine.
$META blamed AI for surging capex? What year is it?
Doomers when they realize the hot inflation prints they were just celebrating also means nominal earnings go up.
The masculine urge to celebrate a double digit sell off in semis after missing a 10 bagger in the same names a year ago.
FTC using my tax dollars to protect people buying $2,000 handbags while my energy bill is up 100% in 3 years.
You mean Powell was serious about being data dependent and he’s not a politically motivated shill? I’m sorry, Anon. Please remove your tin foil hat and hit the showers.
You mean Powell was serious about being data dependent and he’s not a politically motivated shill? I’m sorry, Anon. Please remove your tin foil hat and hit the showers.
I’m not long enough. War, inflation, taxes probably all an afterthought come Monday and we ride vol crush back to Valhalla.
$CPRI spread becoming a chasm. 2nd request back in Nov (FTC has 30 days to review once both companies have complied). Given the long wait maybe arbs getting itchy about what cockroaches turned up. Plus weak results mean $TPR has cold feet and looking an out?
$HHH ~11% cap rate. Hammered on rates, but if rates stay high, housing supply remains tight making sunbelt prices more appealing = continued to support migration trends, and affluent buyers more insulated from need to borrow. Maybe the office exposure? Looks cheap.
I don’t know who needs to hear this, but don’t put your money in Robinhood account of any kind. And if you do, at very least assume there’s a much higher probability that you won’t be able to get it out compared to more reputable institutions.
Intuitive/unsubstantiated beliefs I hold: - Despite bullish positioning, markets won’t get a decent sell off until more people embrace “Goldilocks” - Powers that be want the economy to run slightly hot to inflate away the deficit - Markets are more efficient than ever
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
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”.
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.
DaRazor @akramsrazor
17K Followers 602 Following Hyyypergrowth, SaaS, Digital money enthusiast, CEFI Skeptic, Oil bull, and Futurist. If you ain't long, you're wrong. Occasional Security Analysis.
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Rod Alzmann @RodAlzmann
20K Followers 2K Following Private investor hunting for nuggets of knowledge
Midwestern Hedgie �.. @MidwestHedgie
15K Followers 3K Following enby; M.D. fmr @usuhealthsci; founder @ Aristides Capital; shorts, governance, human rights, fruit & native plants, matters of the heart, not investment advice
The Klendathu "War Ti.. @KlendathuCap
13K Followers 1K Following Personal Account. Tweets are neither advice nor solicitations. Tweets are strictly opinion. May have positions in mentioned securities. Do your own research.
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
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Michael Mitchell @IgnoreNarrative
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Kenneth Dredd @KennethDredd
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Trevor Scott . AI @TidefallCapital
33K Followers 1K Following No Management Fee. No Closet Indexing. Just Investing. Tweets are not investment advice.
Cassia Capital @getrichslow00
70 Followers 214 Following Ex-L/S HF / Ex-Sell side research / Currently managing a single family office. Opinions only; not advice.
Brady @brady_l12
116 Followers 296 Following
Cluseau Investments @blondesnmoney
8K Followers 610 Following Not Financial Advice Insert extremely corny quote here
Truffle Pig Capital @TrufflePigNose
26 Followers 74 Following Sniffing through mostly microcaps for obscenely undervalued names
Ryan Aaron @JamesAaron307
4 Followers 2K Following I’m Powerball winner of $390.7m,I’m using this to the society by giving out $3500 each to my first 1k followers & poor/needy.
sniper @optionsniper420
341 Followers 192 Following
Coco bean @_cocoloco_1
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Before WW3 @beforeww3
56 Followers 140 Following Global Financial Markets, Geopolitics, Conspiracy Theories.
Kitty Capital @parayi_takip_et
51 Followers 545 Following "Majority of the people are broke - aim to be not one of them"
Dominik Login @Dominik_Login
216 Followers 1K Following (Non)random musings on markets, tech and peculiarities of life
elonhatesjews @elonhatesj58244
25 Followers 546 Following
Earnings Hemingway @EPSHemingway
0 Followers 131 Following
Little Owl Research @LittleOwlRes
144 Followers 258 Following I post research reports on industries and companies. I am not a CFA and this is not investment advice.
NM @NM9950591049333
2 Followers 31 Following
K @nyc_interpol
37 Followers 839 Following I heard you say once, that a lie is sweet in the beginning and bitter in the end, and truth is bitter in the beginning and sweet in the end
Pizza Pasta @KAGMAM
169 Followers 390 Following 4 Girls 👧👧👧👧 Redskins 🏈 Caps 🏒 Nats ⚾ Bullets 🏀 Golf 🏌️♂️
Santimar @Santimar928279
3 Followers 30 Following
Rodolfo Chou @rc197906
21 Followers 3K Following
TBDCapital @TBDCapital_
19 Followers 114 Following Stock picking journal w/ monthly portfolio performance updates. Stock/Market commentary and community participation. Not financial advice.
CBLE @cble416
200 Followers 2K Following Private credit analyst in the daytime, moonlighting as L/S small cap value.
SG @sukh_mortgage
0 Followers 116 Following
alternativesyieldboi @alt_yield_boi
106 Followers 237 Following
Fluctus Capital @FluctusCapital
53 Followers 124 Following 50% investor - 50% speculator / looking for good r/r
verticalmvts @verticalmvts
37 Followers 411 Following
Bobbi @_Theta_Neutral_
62 Followers 349 Following Analyst @ a macro fund. Correct calls don’t matter if timing is off.
Alessandro De Blasis @polyMatto
335 Followers 2K Following Devoted family man, stoic, and software artisan. Lifelong learner in tech, history, psychology, weird things. Sharing insights on my way to minimizing regrets.
AAMM @AAMM9494
1 Followers 292 Following
Ann Gry (just angry) @Ann_G_Ry
159 Followers 2K Following ex @twitter director of ad sales fickt euch doch einfach alle
Ryan Dygdon @Ryan_Dygdon
66 Followers 32 Following
Eugene_Farmer @MusembiWa
444 Followers 376 Following Posting about markets & life. Dabbling in stock indeces. Non-Pan-Africanist. Mango enjoyer 🥭🥭 Chief U.S shill.
Ronaghan @Ronaghan2
13 Followers 125 Following
Edwin KM @Edwin_km00
486 Followers 599 Following
RM @RM4346047327421
0 Followers 36 Following
csw @missingmiddle
191 Followers 324 Following “it ain’t what you don’t know that gets you into trouble, it’s what you know for sure, that just ain’t so” -mark twain
Keith Fleischmann @KeithFleis76700
1 Followers 1 Following
Ringo @Ringo72849575
67 Followers 227 Following
James Olliver @JamesRGOlliver
89 Followers 377 Following
Deep Moat Society @DeepMoatSociety
1K Followers 3K Following Multi decade holds only. https://t.co/BTdcmLFaJs
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Pythia Capital, Baron.. @PythiaR
54K Followers 687 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
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”.
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.
DaRazor @akramsrazor
17K Followers 602 Following Hyyypergrowth, SaaS, Digital money enthusiast, CEFI Skeptic, Oil bull, and Futurist. If you ain't long, you're wrong. Occasional Security Analysis.
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Rod Alzmann @RodAlzmann
20K Followers 2K Following Private investor hunting for nuggets of knowledge
Midwestern Hedgie �.. @MidwestHedgie
15K Followers 3K Following enby; M.D. fmr @usuhealthsci; founder @ Aristides Capital; shorts, governance, human rights, fruit & native plants, matters of the heart, not investment advice
Ricky Sandler @rsandler21969
26K Followers 420 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
The Klendathu "War Ti.. @KlendathuCap
13K Followers 1K Following Personal Account. Tweets are neither advice nor solicitations. Tweets are strictly opinion. May have positions in mentioned securities. Do your own research.
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
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Michael Mitchell @IgnoreNarrative
32K Followers 2K Following 3rd gen Oklahoman. Board member $FGF / $GFP.TO. Co-founder @childrensnoco w/ my amazing wife. All views are mine. Always do your own work.
Kenneth Dredd @KennethDredd
14K Followers 632 Following Coin has dog. Lauren Sánchez is a black swan
Trevor Scott . AI @TidefallCapital
33K Followers 1K Following No Management Fee. No Closet Indexing. Just Investing. Tweets are not investment advice.
Cluseau Investments @blondesnmoney
8K Followers 610 Following Not Financial Advice Insert extremely corny quote here
PJB @PaulBieber
1K Followers 676 Following IR/Strategic Finance professional (seeking new role). Also, building Compound IR. Recovering sell-side analyst. Capital markets/soccer junkie. Always curious.
Marques Brownlee @MKBHD
6.2M Followers 472 Following Web Video Producer | ⋈ | Pro Ultimate Frisbee Player | Host of @WVFRM @TheStudio
Guy Baron @Gbaronscout
1K Followers 2K Following Guy Baron is the founder of Springview Capital Management LP.
Woodrow Oates Montagu.. @sadvalueinvestr
5K Followers 2K Following Interested in Frontier Markets | 1815 Analyst of the Year at N M Rothschild
Lake Cornelia Researc.. @CorneliaLake
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Scott Jones @RyeNotBerben
3K Followers 1K Following 90's sell-side analyst, independent trader since 2003, whiskey collector. If you can't identify the idiot, there's a good chance it's you.
TheRealJohn @TheReal50972902
1K Followers 832 Following 15+ years top hedge funds Systematic / Quant / Credit / Rates / FX / Macro Discount anything I say about individual equities and commodities Fully caffeinated
David O'Reilly @DavidOReillyHH
355 Followers 56 Following CEO of @HowardHughesCo, the #developer with the nation's largest portfolio of Master Planned Communities.
Jake LaMotta @ragingbullcap
3K Followers 247 Following “The largest cohort systematically ends up doing the wrong thing.” ex-big law. mostly value w/ a catalyst. https://t.co/xK2tMjcHTo
Lance0333 @Lance0333
1K Followers 1K Following Just another schmuck running money *Views and opinions are my own, and no information should be viewed as a recommendation*
Edmond Dantes Capital @balkantraveler1
260 Followers 1K Following L/S Generalist. DMs open. You can find my research on substack: https://t.co/VsESqij0Pc
Typical Capital @typicalcapital
12K Followers 1K Following
Davey @TheRealDavey2
4K Followers 881 Following A bear of very little brain. Trying to maximise tax losses. Avoid folly. Tweets are not recommendations.
Tobias Carlisle @Greenbackd
66K Followers 2K Following PM, Acquirers Funds® https://t.co/rjHtXEPHly. Author, The Acquirer's Multiple (https://t.co/84Cyi4G7dv) and Deep Value (https://t.co/5dE6nGGNCJ).
Paul Cerro @paulcerro
3K Followers 316 Following CEO @cedargrovech 1x exit // CIO @cedargrovecm multi-strategy // Author of @weeklysnacks (equity idea generation) & @sowresearch (cannabis research)
Hiroo Onoda @OnodaCapital
2K Followers 456 Following Former HF Analyst Allergic to grifters Not investment advice trust me
logphase research �.. @log_phase
642 Followers 150 Following "No conflict, no interest." Biotech focus, but easily distracted. @adrian_h and Shorty (the dog) Not investment advice.
Thomas George @thomasg_grizzle
21K Followers 3K Following Growth, Energy & Mining. PM of the $DARP ETF. Former Head of Commodities at TD Asset Mgmt. Nat Gas Bro & Spice King @grizzlemedia 👑🌶
Kyle Kazan @kylekazanceo
4K Followers 286 Following Husband, Father, Chairman & CEO @GlassHouseBR, RE Investor, Former LAUSD Special Ed Teacher, Retired law enforcement dedicated to ending the War on Drugs
Alan Brochstein, CFA @Invest420
42K Followers 1K Following An authority on investing in the rapidly evolving legal cannabis industry. https://t.co/47jmZZI8XZ, https://t.co/DSgIVSABQB, https://t.co/c3Lh6OEkac
Ben Kovler @Bkov9
15K Followers 512 Following CEO and Founder of Green Thumb ...Co-Founder of Invest For Kids...Co-author of Fundrum My Conundrum...Father of two.. #gtigrows #investforkids
Boris Jordan @Boris_Jordan
14K Followers 282 Following Founder & Chairman @Curaleaf_Inc. Founder Renaissance Insurance. Founder & Chairman Measure 8 Venture Capital. NYU Board. TSX: $CURA OTCQX: $CURLF #MSOGang
Victoria (calcul rapi.. @52wCapital
1K Followers 901 Following family office renegade / revived buyside us equity / playing jenga at the poker table
QSRGuy @QSRguy
5K Followers 444 Following Multi-Brand QSR Franchisee | M&A, Ops, Real Estate, Investing, Culture and crazy stuff that happens with 500+ employees
Craig MCDermott @Craig_McDermott
4K Followers 3K Following Securities analyst. Golfer / MMA fan There’s about 8 stocks I actually know something about. Everything else is just talking mess
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
Capvalue89 @CapitalOnValue
280 Followers 3K Following "On occasion, I have disobeyed orders." J. T. Kirk
QuakerHeel @quakerheel
875 Followers 828 Following It’s better to be a warrior in a garden than a gardener in a war.
Tony Greer @TgMacro
53K Followers 2K Following Market Analyst & Trader • Editor Morning Navigator • @realvision OG • Cornell • Chaminade • Sign up for Navigator TV free at https://t.co/pg6JK0YTbX
Buyside Bogey @buysidebogey
4K Followers 526 Following L/S equity HF. Mostly consumer and internet. And I’m not your brah.
Rollie Capital @RollieCapital
594 Followers 1K Following senior fintwit director of investor relations often found listening to down home country mix number two | PA is all in BetMGM
DAG Investments @DAG_Investments
2K Followers 696 Following Private family office of long-only, true long-term investors (inter-generational). Only tweet/follow about stock market and/or our holdings (see pinned thread).
Mr Neutral Man aka "H.. @Mr_Neutral_Man
7K Followers 1K Following Value investing and leg day are both about your capacity to suffer.
Capital Capital @Cap1talCap1tal
180 Followers 464 Following Starting anew. Lover of stonks. Disliker of frauds. Still no profile picture. Personal account -- not investment advice.
V @vm4888
222 Followers 396 Following Index/Special Sits/Event/Dislocations. All opinions expressed my own, probably have a position in anything I tweet about. Not financial advice.
Tobacco Stock Guy @GuyTobacco
839 Followers 469 Following “We are then in the business of selling nicotine, an addictive drug.” - Brown & Williamson. Dead serious, not parody.
All yall going to talk about Starbucks. Imma say all that Celsius growth is going to some people’s mornings. LMNT + Celsius = I drink A LOT less coffee. PS. If anyone does a survey off this crazy idea please share the results with me.
Wow. Starbucks US comps down 3%, with transactions down 7%. $SBUX.
Retail investors unaware sbux is going to comp negative or that the CEO doesn't have the temperament to deal with it.
$SBUX is trading at a 10-year low multiple. Good things tend to happen when you buy great companies at low prices. That's it. That's the whole tweet.
The fact that $AMZN stopped being a hopeful shitco after @ajassy stopped being cocky and attended earnings calls is yet another evidence of the disciplinary and important role that public markets play in guaranteeing a rational allocation of world's resources. Great to see.
AI has broken my brain no idea what's real anymore
It was an honor to give President Trump my latest artwork of our beautiful first lady Melania, and I hope it brings him as much joy on his bedroom walls as it did ours!
@valuations_ It would be hilarious if $JACK and $LOCO multibagged from here. Americans seem to have an insatiable appetite for fast food, where you don't have to tip.
capitalism can’t keep getting away with this
Marijuana is driving higher demand for delivery, fast food, per Bloomberg:
$CRON $OGI Boom
Here we go! $MSOS ksat.com/news/politics/…
Kaplan on CNBC saying we must "slow the implementation of the Inflation Reduction Act to slow inflation."
Looks like I was right
This guy doesn’t get that he just had lunch with an Apollo VP
LOL Another day, another Compute 🚀🚀🚀, case in point: Llama 3 in Instagram won't pull up content from Instagram! What is the point of a new all powerful chat partner who can't find you information within the app itself! If you're curious, I was looking for a video of a Dairy…
"The AI brain is searching for its robot 'body.' And the body is the vessel of the AI 'soul'."
FT: $3bn in new equity from Skydance, with $2bn to buybacks (partly offsetting dilution from acquiring Skydance @ $5bn valuation; ~$3/share?) and $1bn to debt reduction (vs. $15bn debt load). Apollo/Sony preparing to bid this week (exclusivity period w/ Skydance ends on Friday)
Skydance sweetens Paramount bid with $3bn cash infusion $PARA ft.com/content/990085…
8am - energized. refreshed. reading dense papers. solving complex challenges. ready to take on the day ahead. there’s literally nothing i can’t conquer w the right mindset. there’s no task out of reach 4pm - does J or P come first in the alphabet? let me sing the song to be sure
@phoenixvalue 1) wut for clothing? oh no. oh no.
@valuations_ I suck at shorting and actually thought about shorting it today. I pushed myself away from the computer.
@valuations_ If the debt resets to junk it’s much harder for a deal to go through. Whole situation is lousy but I’m salty.
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