Obscure Alpha @AlphaObscure
Contrarian thoughts Joined May 2021-
Tweets114
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Followers59
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Following58
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Likes186
$PL - never heard of a “business momentum update,” especially being <1 month post earnings but feels bullish investors.planet.com/events-and-pre…
$CMG $SG $CAVA EV/restaurant…the Cava premium is quite perplexing.
$BRBR numerator data has projected sales growth +40% in March, accelerating from ~20% in Feb. Consensus revenue growth for 2QFY is ~17%…stock was down today on a neutral initiation lol
$BRBR weird stock reaction. I can’t imagine estimates are coming down given the 2025 guidance upgrade was not expected this early on in the year.
The $AAPL complacency is wild to me. They caught a break with LLMs seemingly on the road to commoditization (proven by DeepSeek) and for some reason got a break with the utter failure of Apple Vision Pro. The UBS analyst asked the tough question and absolutely nothing from Tim.
$AXON - love the company but 43x Adj. EBITDA is still a tough pill to swallow even with the 7-10% haircut today.
It’s clockwork $PL
How are there no sell-side analysts covering $TPL?
$MODG stewards of capital destruction.
So are we at the point where $MODG misses and guides down TopGolf once again but blames it on the Hurricanes in 3Q/4Q?
$CMG needs to speed up the CEO search. Brutal one.
$CMG needs to speed up the CEO search. Brutal one.
Uiqurbirn @Uiqurbirn71414
1 Followers 535 Following
QuantSignals🇺🇸 @Uimigwe781283
43 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
DefenseStocksX🇺�... @Vievor75699
37 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
marley @marley69057504
87 Followers 1K Following
KMinNYC @KMinNYC
105 Followers 194 Following former New Yorker, wife and mom of 2 enjoying life by the beach in California ❤️
Kevin Shin @hgkevinshin
127 Followers 320 Following Partner, investments & data @ Lampa Capital formerly eng lead @wealthfront views here are my own
Tina @tinaabrams32
232 Followers 3K Following
Charlotte @b_charlotte10
296 Followers 3K Following
Anish Shenoy @AnishShenoy
87 Followers 663 Following
Magneto @sapiensdiary
240 Followers 981 Following burner account. you're either right or wrong b/c of the facts and your reasoning, not b/c of who agrees with you. wishful thinking is a powerful force.
Neel Rajendra Tanna @NeelRajendraTa1
101 Followers 2K Following
Dynamicmoats @DynamicMoats
12K Followers 4K Following Allocator of things to allocate. Views are my own. Not investment advice. No political views.
Nooper @Nooper222849
48 Followers 2K Following
value venturez @valueventurez
195 Followers 3K Following
Curiosity Capital @CuriousityCap
2K Followers 6K Following On the hunt for alpha. L/S equities. Style-agnostic generalist. Buy low, sell high.
Tenacity Capital @TenacityCapital
413 Followers 2K Following Founder, CIO & Snr PM at L/S HF. Generalist. Looking for edge. Believer in meritocracy.
ReplaceGreen @replacegreen
192 Followers 1K Following
CC04 @chcl004
216 Followers 3K Following
Rick James @NBZSG30
103 Followers 579 Following
CanRowCap @rimmer_arnie
184 Followers 896 Following
Gilded Age Goyim @SPYstraddles
371 Followers 4K Following in my free time I like to Marginalize Communities.
Yukey🫧🫧🫧 @Yukey_T
46 Followers 496 Following
Rojas Capital @CapitalRojas
231 Followers 882 Following #finsup #vamoscolombia 🇨🇴. Healthcare management consultant. Golf addict 🏌️♂️Investing is my side chick.
Ryan Tish @RyanTish
33 Followers 664 Following Business @ Fern, previously Crypto & FinTech @ CapitalG (Google Capital)
J @johnie_idea
7 Followers 90 Following
Babyboi @Yi31695104
25 Followers 365 Following
adoY^-1 @1_adoy
2K Followers 729 Following trevni syawla ,trevni control your breath, control your mind typeAhippie Miami-SoBe, Ashtangi-Yogi, Equity-Hedgie, Commodity-Junky, Funky Hulaweenie, Cheesey
Karel Escobar @karelessan
1K Followers 698 Following Get Investment: https://t.co/VbxQchp3dX Learn: https://t.co/Wc6dGNxDOP Prev: @googleforstartups @tetuanvalley @startupxplore
David @muzzless
93 Followers 574 Following
CrosscheckC @CrosscheckC
5K Followers 4K Following l/s equity generalist. focuses: airlines/travel, industrials, fad/fraud/cyclical shorts. opinions my own. just replies & dms.
Tulsi Gabbard 🌺 @TulsiGabbard
3.8M Followers 1K Following Director of National Intelligence. Former Presidential candidate & Congresswoman. Soldier. NYT bestselling author. (Views do not reflect position of USG/DoD)
Mostly Borrowed Ideas @borrowed_ideas
144K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Wasteland Capital @ecommerceshares
121K Followers 395 Following Escaped the Vampire Squid, surviving in the wasteland. Investing in bottlecaps, US UK EU & global assets. Also, jokes. Liking is not endorsing. Do your own DD.
Chips Ahoy Capital @ChipsAhoyCap
5K Followers 498 Following Technology Investor. Big into psychological shorts. Do your own homework. Not investment advice. https://t.co/WhUIBOKh2d
Yellowbrick Investing @joinyellowbrick
23K Followers 62 Following The best source of market-beating stock pitches in the world at https://t.co/TnE1hsXWqj
Donald J. Trump @realDonaldTrump
109.6M Followers 53 Following 45th & 47th President of the United States of America🇺🇸
Joshwagandha 💊 @joshua_schall
3K Followers 566 Following Functional CPG Strategist | Consumer Behavior Nerd | Infinitely Curious | Early-Stage Investor | Rust Belt Native | Futurist | Hip Hopper | Ex-Who Gives A Fuck
Jared L Kubin @JaredKubin
15K Followers 4K Following Hedge Fund Founder. Dad. HBS .🐊⚾️. Kings 18:27. No One is Coming. Die Empty. Viking. War Horse. Whatever it Takes. Everything is a Test.*NOT INVESTMENT ADVICE*
Buyside Bogey @buysidebogey
6K Followers 551 Following L/S equity HF. Mostly consumer and internet. And I’m not your brah.
Kevin Shin @hgkevinshin
127 Followers 320 Following Partner, investments & data @ Lampa Capital formerly eng lead @wealthfront views here are my own
Just Another Pod Guy @TMTLongShort
21K Followers 8K Following Economic Blitzkrieg. Never said it was a good bet, just a complex bet. Long/Short Tech Investor. Will say retarded shit often. Deeply unserious person. 🫡
Sleepwell🛌 @SleepwellCap
23K Followers 712 Following Looking for investments to sleepwell (public+private). Music, Consumer, Tech and Luxury. Independent artist & engineer. Opinions my own,disclaimers on Substack.
Suleman "Suli" Ali @sulemanali
28K Followers 5K Following I tweet about Startups & Investing. Startup Founder. Investor in Real Estate, PE, Startups: @deel @superhuman @PostscriptIO @Plangrid & 50+. Let's win win!
Business Breakdowns @bizbreakdowns
20K Followers 61 Following Official account of the Business Breakdowns Podcast. Diving deep into a single business and finding the key lessons for investors and operators. @joincolossus
Dynamicmoats @DynamicMoats
12K Followers 4K Following Allocator of things to allocate. Views are my own. Not investment advice. No political views.
Tenacity Capital @TenacityCapital
413 Followers 2K Following Founder, CIO & Snr PM at L/S HF. Generalist. Looking for edge. Believer in meritocracy.
Curiosity Capital @CuriousityCap
2K Followers 6K Following On the hunt for alpha. L/S equities. Style-agnostic generalist. Buy low, sell high.
Unemployed Capital Al... @atelicinvest
16K Followers 923 Following a washed up portfolio manager larping as a developer. compulsory poaster. class clown.
Connor Haley @AltaFoxCapital
46K Followers 1K Following Long-term focused investment firm out of Fort Worth, TX. https://t.co/MxZR00Yvgf
Jared Doerfler @DoerflerJared
40K Followers 865 Following Building putter company @HannaGolfCo | Writing about the business in golf @readperfectputt.
Rojas Capital @CapitalRojas
231 Followers 882 Following #finsup #vamoscolombia 🇨🇴. Healthcare management consultant. Golf addict 🏌️♂️Investing is my side chick.
Clark Square Capital @ClarkSquareCap
30K Followers 3K Following Global investor. I publish in-depth research on under-the-radar stocks and special situations. Subscribe at https://t.co/i702QwsfOF
Uncia Capital Managem... @unciacapital
4K Followers 561 Following HF PM (not a cub) / Anon to protect the not so innocent. Not investment advice. Read at your own risk. https://t.co/AwwZMmkuV2
Edwin Dorsey @StockJabber
117K Followers 2K Following Exposing bad companies. Author @BearCaveEmail & @IdeaBrunchEmail. Founder @FOIAsearch. Email: [email protected]
Arham @arhamgrowthcap
3K Followers 805 Following I study companies of all size and industry. Track record + extensive equity research on website. Just working on Mecca Capital Fund LP. Lived in USA KSA HK PAK.
Eric Seufert @eric_seufert
45K Followers 2K Following Analyst, Mobile Dev Memo: https://t.co/d8aHtDNdC4 | Developer, Theseus: https://t.co/gW7TUlA8Le.
adoY^-1 @1_adoy
2K Followers 729 Following trevni syawla ,trevni control your breath, control your mind typeAhippie Miami-SoBe, Ashtangi-Yogi, Equity-Hedgie, Commodity-Junky, Funky Hulaweenie, Cheesey
Seed to S-1 @SeedToS1
273 Followers 491 Following Decoding markets from first check to IPO. DMs open.
Valueminati Capital @valueminati
151 Followers 503 Following L/S investor doing some credit on the side. Not an affiliate of Illuminati
Chris Bernatz @jj_shipley
6K Followers 348 Following Corporate Development @Etsy. Long term, part-owner of public companies. Manager Member of Understudy Technologies LLC. @HelenaMueller32’s biggest fan.
In Practise @_inpractise
25K Followers 647 Following A Primary Research platform for long-term fundamental investors.
John Huber @JohnHuber72
48K Followers 1K Following Founder, Portfolio Manager: Saber Capital Management Notes: https://t.co/zKmpHEptJX Disclaimer: https://t.co/XtUW1FHumg
Barbarian Capital @BarbarianCap
47K Followers 3K Following Personal account. RT = look at this. Fave = bookmark. Stole avi from https://t.co/hVwp9JH9n0
Enrique Abeyta @enriqueabeyta
13K Followers 278 Following 30 YEAR STOCK MARKET WARRIOR - Editor @ The Maverick, Founder @STPAlgo, CEO - New Press Vinyl, Project M / @revolvermag
Heisenberg @Mr_Derivatives
272K Followers 432 Following Stock Market Commentary. Long/Short Ideas. Technical Analysis. Occasional Rants & Humor. Not Financial Advice. Other Channel: @Heisenberg_100k, @HeisenbergSport
Yan Liberman @YanLiberman
18K Followers 3K Following Co-Founder @Delphi_Digital, Managing Partner of Delphi VenturesTrends for United States
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