Bespoke Intel @BespokeIntel
Primary Research For The Buyside. https://t.co/OppJ0sS93k bespokeintel.com Port Washington, New York Joined October 2012-
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Bespoke @bespokeinvest
206K Followers 905 Following Bespoke Investment Group - Financial Markets Research. Learn more here: https://t.co/cQM6mJs66O
Indra @IndraStocks
4K Followers 676 Following Looking for quality with promising long term equilibrium. Opinions irrelevant, but argue with me anyways. 99% of this isn't serious, keep it fun.
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
Carl Quintanilla @carlquintanilla
424K Followers 6K Following 24 years @CNBC & @NBCNews / Peabody Award, Emmy, Murrow, duPont recipient / @WSJ alum / Board member, @NYCityCenter & @SH_cinema
Ensemble Capital @IntrinsicInv
37K Followers 537 Following Focused, fundamental-driven portfolios for private & institutional clients. Blog: https://t.co/tCIo9wiEhO. Disclosures: https://t.co/fjmCVI7XoT
Thirsal @ThirsalkBDqH9
0 Followers 72 Following
Audrey @totheski70718
34 Followers 795 Following Don't embarrass yourself, don't live up to the years.
Taress @Taress384202
0 Followers 55 Following
Sasuesh @sasuesh60461
0 Followers 57 Following
Lillie-rose Freet @FreetLillie
72 Followers 5K Following
ViolaWalpole @J1yKhMg5vYgzQG
1 Followers 108 Following
Teythuez @teythuez26156
0 Followers 130 Following
Market Student @sfbayKL
116 Followers 291 Following
78b5qxokc3soxir @1drimnp1sqw
23 Followers 1K Following We first transfer USDT to you TRC20, you return 90% to BEP20, you get 10% , 2K per day Our co hv a large amt of USDT need to from TRC20 convert to BEP20 network
Safiyyah Heinritz @SafiyyahHe61385
95 Followers 5K Following
8htmsyc3a7o1ywx @ajh5i4km93nnnp
0 Followers 88 Following
Maryrose Rosener @RosenMaryros
24 Followers 5K Following
Alesha Ochalek @AleshOcha
92 Followers 5K Following
Mariah Mcclellan @MariMcclella
71 Followers 5K Following
Agustina Klafehn @klafe_agust
69 Followers 5K Following
Lucy Charles @lucyc3336
19 Followers 53 Following
Russell @Shora5060799641
89 Followers 1K Following 아주 아름다운 나라예요. 당신 나라의 남자들은 매우 신사적입니다. 당신과 친구하고 싶어요 https://t.co/dj5RMgMfhu LiYY1225543
John @banana_hammo
1 Followers 30 Following
2kt6hfriye7 @opc7265305k0
4 Followers 317 Following If you want to make friends, you can contact me anytime TG：https://t.co/qbNZz66vD1 WS：https://t.co/7YltfsPfJi
Kevin R. Theodore @r_theodore1
23 Followers 172 Following
Raymond @buyhighs
32 Followers 195 Following
Esme Worsfold @EsmeWorsf
30 Followers 5K Following
Anja Cortinez @anja_cortin
77 Followers 5K Following
Rebecca Aldrow @aldro_rebec
14 Followers 3K Following
The Value Kompass @thevaluekompass
43 Followers 316 Following
Esmie Patrias @EsmiePatria
16 Followers 3K Following
moneystonks @MoneycanThear
46 Followers 1K Following
Srini Koganti @SriniKoganti
401 Followers 209 Following
Safari_Stella @safari_ste75019
29 Followers 2K Following
Cathey Medicine @CatheyMedi47216
13 Followers 3K Following
Randy Carlton @gingermunch69
22 Followers 29 Following Recently divorced father of three | Broken Arrow High School Class of ‘69 | Get the Chinese out of Oklahoma!
Jaleesa Dorshimer @j_dorshim
36 Followers 5K Following
Lynelle Thieklin @thieklin64057
59 Followers 5K Following
Aaron Chan @RecurveCapital
594 Followers 191 Following Managing Partner of Recurve Capital. No investment advice, views are my own.
T.Fossati @tatif20
309 Followers 1K Following
Eadie Reichart @reicha_ea
37 Followers 5K Following
Frank Ferritto @frank_ferritto
195 Followers 337 Following
. @Mathew_010
32 Followers 73 Following
Cassandra B.C. @michaeljburry
1.5M Followers 0 Following
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.
Bespoke @bespokeinvest
206K Followers 905 Following Bespoke Investment Group - Financial Markets Research. Learn more here: https://t.co/cQM6mJs66O
Jerry Capital @JerryCap
41K Followers 564 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.
modest proposal @modestproposal1
100K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Ricky Sandler @rsandler21969
26K Followers 419 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Marc Andreessen 🇺�.. @pmarca
1.4M Followers 24K Following Techno-optimist. E/acc. Technology brother. Move Fast and Make Things. p(Doom) = 0; p(“1984”) = not 0.
Prepared Remarks @Rebrand_As_Y
19K Followers 924 Following
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
Car Dealership Guy @GuyDealership
456K Followers 530 Following Transparent insights into the car market. Featured in Apple News and NY Post. Host @CDG_Podcast | Jobs https://t.co/TvUrG7DI0Z | DM submissions
Ramp Capital @RampCapitalLLC
345K Followers 620 Following Master shape rotator (+0m followers on TikTok, never been acquired, not a parody)
Indra @IndraStocks
4K Followers 676 Following Looking for quality with promising long term equilibrium. Opinions irrelevant, but argue with me anyways. 99% of this isn't serious, keep it fun.
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
Hemingway Capital @lfg_cap
9K Followers 1K Following Global Tech investooor with a software addiction.
Christopher Bloomstra.. @ChrisBloomstran
107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBq
Charlie Bilello @charliebilello
595K Followers 144 Following Chief Market Strategist @ Creative Planning Investor | Writer | Reader | Thinker Trying to become a little wiser every day.
intangibleAssets @psintangibles
77 Followers 201 Following College student. All opinions are my own. Not investment advice.
Toad Capital @rich_toad
3K Followers 369 Following 🏆Career advisor to public equity investors | Former TMT ER/HF | Not investment advice. | 🇨🇳 guy in 🇺🇸
Aaron Chan @RecurveCapital
594 Followers 191 Following Managing Partner of Recurve Capital. No investment advice, views are my own.
Necro Capital @NecroCapital
357 Followers 736 Following
Adam @ RepVue @thaAdamLittle
992 Followers 2K Following VP Data and Operations @repvue | Talks about B2B Sales Org KPIs | Enterprise Software Alternative Data | Attempting to separate 🌾 | Member WPN #GoPack 🐺
Gbl 🇺🇦 @gbh999
139 Followers 1K Following
Zirp Capital @zirpcap
67 Followers 222 Following Staying adrift in this one long grift. TMT L/S equity
MetaCritic Capital @MetacriticCap
4K Followers 498 Following Looking for opportunities in Philadelphia..
Coronado 'Porch' Lind.. @howardlindzon
277K Followers 1K Following GP @socialleverage, CEO @stocktwits (co-founder), founded Wallstrip (acquired by CBS), seed @robinhoodapp @manscaped @etoro @alpacahq @beehiiv @grassclippingsc
Nicholas Fusco @TheFuscoKid
322 Followers 689 Following @VueApe Founder & CEO || PE & VC Data Junkie || GNAR High Scorer
Liger Cub @realLigerCub
4K Followers 825 Following Generalist public equities stockpicker. Long-biased, yet opportunistic. DYODD. Email: [email protected]
Matt Ober @obermattj
845 Followers 1K Following GP @SocialLeverage, Previously @Thirdpointllc, WorldQuant & @Bloomberg. @SubmitforIDO founder
Ethan Berk @ethanwberk
302 Followers 233 Following reluctant optimist @SocialLeverage, formerly @KoyfinCharts
Initial Data Offering @submitforIDO
94 Followers 18 Following New datasets are listed daily. Our mission is to build the world’s largest data community.
Jamison Trane @jamisontrane
445 Followers 1K Following mostly statistics and finance | value oriented L/S
Stowe Mountain Alerts @StoweMtAlerts
8K Followers 140 Following The latest Stowe Mountain Resort weather, lift operations, and terrain information. For other info, follow us at @StoweMtResort
Sheep of Wall Street @Biohazard3737
50K Followers 3K Following MD/MBA. Investor. Disclaimer: Not financial advice. Might buy or sell any securities without disclosures.
ArtButMakeItSports @ArtButSports
452K Followers 229 Following I turn Art into Sports (and vice versa) | NO AI USED | “Everything I didn't know I needed" - follower testimonial | See inspiration? DM/tag us
Doug Ott @yesandnotyes
4K Followers 1K Following Bah weep granah weep ninni bong. Nothing I say here is advice or a recommendation. All views are solely my own.
Tech Fund @techfund1
5K Followers 859 Following Early $NVDA $ASML $AMZN $META etc investor, among many others. Long-term tech investor. Helped oversee $20bn for 15 years, now retired.
Scott Adams @ScottAdamsSays
1.1M Followers 2K Following The twice-canceled book that will change your life (literally). Reframe Your Brain available now! https://t.co/EtD6pI8L4w
TheRealJohn @TheReal50972902
1K Followers 831 Following 15+ years top hedge funds Systematic / Quant / Credit / Rates / FX / Macro Discount anything I say about individual equities and commodities Fully caffeinated
Vague Misdireccion @VagueM62565
195 Followers 435 Following Metaphysical Anarchist; Here for the Angst. Purveyor of fine quarks in Planck length lots. Arcane sarcasm a specialty. Pronouns: It/That
Perfect Game Youth @PGYouthBB
48K Followers 474 Following Premier youth baseball tournaments nationwide.
Perfect Game Scout @PG_Scouting
172K Followers 231 Following The largest scouting department in all of baseball, with over 60 full-time employees and over 100 part-time scouts across the nation. @perfectgameusa
Prospect Select @PSBaseballinc
62K Followers 6K Following 𝙊𝙛𝙛𝙞𝙘𝙞𝙖𝙡 𝙋𝙎 𝘽𝙖𝙨𝙚𝙗𝙖𝙡𝙡 𝙏𝙬𝙞𝙩𝙩𝙚𝙧 • Premier Tournaments, Showcases, Scouting Coverage, Recruiting Platform #𝙏𝙝𝙚𝘽𝙚𝙨𝙩𝙋𝙡𝙖𝙮𝙃𝙚𝙧𝙚
Perfect Game Florida @Florida_PG
52K Followers 98 Following 𝘼𝙡𝙡 𝙏𝙝𝙞𝙣𝙜𝙨 𝙋𝙚𝙧𝙛𝙚𝙘𝙩 𝙂𝙖𝙢𝙚 𝙞𝙣 𝙩𝙝𝙚 𝙎𝙩𝙖𝙩𝙚 𝙤𝙛 𝙁𝙡𝙤𝙧𝙞𝙙𝙖
Prep Baseball Illinoi.. @PrepBaseballIL
43K Followers 816 Following The official Twitter account of Prep Baseball Illinois. Covering all the bases of Illinois high school baseball.
Prep Baseball @prepbaseball
147K Followers 973 Following Covering all the bases of amateur baseball since 2005. @PBRTournaments @MLBDraftLeague 🔌 Follow our affiliates for local & regional coverage.
PG Showcases @PGShowcases
99K Followers 127 Following Providing valuable exposure to pro scouts and college coaches at every level. @perfectgameusa
Konnor Griffin @KonnorGriffin22
21K Followers 1K Following Florence, MS / Jackson Prep / USA Baseball 18U National Team / PG All American / Love God, Love People, Serve BOTH / Contact: [email protected]
Canes Baseball @TheCanesBB
55K Followers 2K Following Over 3750 college commits | Over 350 MLB draft picks | 35 national championships | 45 MLB Players #TheCanesBB https://t.co/CgqkE18uK5
Perfect Game USA @PerfectGameUSA
274K Followers 2K Following Hosts of the highest quality amateur baseball events. PG provides meaningful opportunities & info to MLB, coaches, players, families & fans.
Joy Wallet || Money, .. @JoyWallet
3K Followers 64 Following Making money is hard. Let us help you make money easy. 💰
Ohio Capital Ideas @ohcapideas
6K Followers 1K Following “As far as possible without surrender be on good terms with all persons.”
Teton Capital @TetonCap
612 Followers 2K Following.@BespokeIntel produces great survey data.
@IntrinsicInv Hey @IntrinsicInv just emailed you a survey report that I think will help with this!
#Fitness Survey October 2023 Volume 28 | Quarterly Survey 1,250 US Consumers Balanced To Census Tickers Covered: $PTON $PLNT Page Count = 51 Question Bank and KPIs Available by Request @BespokeIntel
Streaming Video India Quarterly October 2023 Volume 17 | Quarterly Survey 800+ Consumers in #India (respondents skew more urban) Tickers Covered: $NFLX $DIS Page Count = 56 Question Bank and KPIs Available by Request @BespokeIntel
Streaming Video Domestic * Account Sharing, Standard With Ads, Cable News October 2023 Volume 42 | Quarterly Survey 1k US Consumers Balanced To Census Tickers Covered: $NFLX $DIS $T $CMCSA $AAPL Page Count = 84 Question Bank and KPIs Available by Request @BespokeIntel
Streaming Video ROKU Deep Dive October 2023 Volume 12 | Quarterly Survey 1,000 US Consumers Balanced To Census Tickers Covered: $ROKU $AMZN $AAPL Page Count = 33 Question Bank and KPIs Available by Request @BespokeIntel
Online Retailers October 2023 Volume 43 | Quarterly Survey 1,000 US Consumers Balanced To Census Tickers Covered: $AMZN $ETSY $W $PDD $Temu $OSTK $WISH $Shein $WMT $TGT Page Count = 90 Question Bank and KPIs Available by Request @BespokeIntel
Temu Deep Dive October 2023 Volume 4 | Quarterly Survey 1,000+ US Consumers Balanced To Census Tickers Covered: $PDD $AMZN $WISH $ETSY $W Page Count = 32 Question Bank and KPIs Available by Request @BespokeIntel
Social Media Consumers October 2023 Volume 41 | Quarterly Survey 1,000 US Consumers Balanced To Census Tickers Covered: $META $SNAP $PINS $X $GOOG $TikTok $Instagram Threads Page Count = 109 Question Bank and KPIs Available by Request @BespokeIntel
BNPL and Payments October 2023 Volume 11 | Quarterly Survey 1,000 US Consumers Balanced To Census Tickers Covered: $AFRM $SQ $Klarna $Afterpay $AAPL $PYPL Page Count = 37 Question Bank and KPIs Available by Request @BespokeIntel
Streaming Video UK October 2023 Volume 30 | Quarterly Survey 800+ UK Consumers Tickers Covered: $NFLX $DIS Page Count = 24 Question Bank and KPIs Available by Request @BespokeIntel
Chipotle October 2023 Volume 33 | Quarterly Survey 1,500 US Consumers Balanced To Census Tickers Covered: $CMG Page Count = 19 Question Bank and KPIs Available by Request @BespokeIntel
Coffee October 2023 Volume 25 | Quarterly Survey 1,500 US Consumers Balanced To Census Tickers Covered: $SBUX $DNKN $MCD $BROS Page Count = 12 Question Bank and KPIs Available by Request @BespokeIntel
Casual Dining Tracker (Data on 32 Restaurants / Chains) October 2023 1,249 US Consumers Balanced To Census Excel Data File Question Bank and KPIs Available by Request @BespokeIntel
Food DSP October 2023 Volume 29 | Monthly Survey 1,500 US Consumers Balanced To Census Tickers Covered: $UBER $DASH $GRUB $AMZN Page Count = 36 Question Bank and KPIs Available by Request @BespokeIntel
Domino's Pizza October 2023 Volume 17 | Quarterly Survey 1,250 US Consumers Balanced To Census Tickers Covered: $DPZ $UBER $YUM $PZZA Page Count = 30 Question Bank and KPIs Available by Request @BespokeIntel
EVs and Autos October 2023 Volume 12 | Quarterly Survey 1,100 US Consumers Balanced To Census Tickers Covered: $TSLA $RIVN $LCID #ElectricVehicles Page Count = 51 Question Bank and KPIs Available by Request @BespokeIntel
10.19.23 - 10.20.23 @BespokeIntel $Afterpay $Klarna $Affirm $AAPL $PYPL $SQ $META $SNAP $PINS $GOOG $TikTok $X $Instagram $PDD $ROKU $AMZN $ETSY $W $Temu $WMT $TGT -BNPL and Payments V11 -Social Media Consumers V41 -Temu V4 Online Retail V43 -ROKU V12 -Casual Dining (32 Chains)
The Rise of Temu. Temu launched first in the US and is owned by Chinese e-comm giant $PDD, targeting the value-oriented customer. It's a 3P model but w/ the experience controlled by Temu in more of a "1P" manner (pricing, warehousing, shipping). In just 1 year (credit $GS): 🧵
Fun exercise comparing $TEMU vs. $AMZN & their margin: For matching items (likely from THE SAME seller), $TEMU's price is ~60% cheaper vs. $AMZN. And that item's cost? Just 20% of TEMU's price, using $PDD (image match) as a proxy. Items on $AMZN cost 10x+ the original price.
Trends for United States
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