MangoTree Analysis @MangotreeA
Non-target college freshman. L/S TMT. Never financial advice. RTs not endorsements. seekingalpha.com/author/mangotr… California, USA Joined January 2019-
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$amzn According to Goldman, client positioning is a 9 on the bank's 1-10 scale, and "most investors feel relaxed/confident into this quarter."
As a Penguins fan, seeing Casey DeSmith carry Vancouver to victory over Nashville is so satisfying. Wish Sullivan could've made better use of him here.
Curious to get people's thoughts on this - forgive the naivete, still learning about this: is medium/long-term fundamental alpha becoming less competitive with the rise of 'pod psychology' in fundamental investor's processes? Maybe its just my feed's bias, but it seems everyone…
Investing dogma is not environment-agnostic...
Worth adding that this isn't commentary on the issue, just on the attitude/methodology of the 'activists'.
Worth adding that this isn't commentary on the issue, just on the attitude/methodology of the 'activists'.
These were the types of kids in your AP US History class who saw the B&W March on Washington footage and thought 'OMG so inspiring, so meee'. Now, viewing themselves in that same historical light, they parade a low-energy meaningless chant for one minute in a fuckin Starbucks…
These were the types of kids in your AP US History class who saw the B&W March on Washington footage and thought 'OMG so inspiring, so meee'. Now, viewing themselves in that same historical light, they parade a low-energy meaningless chant for one minute in a fuckin Starbucks…
I've seen and shared many disturbing videos over the past six months, but I've never seen anything like this. These were the sights today in New York City. Not in Rafah. Not in Kabul. In New York City. This is domestic terrorism. (a thread)
I know it's a staple for post-IPO internet companies, but early sell-side $RDDT estimates are just too high. Projected rev. growth of mid 20s this year and next after a mid 20s growth year in '23 seems a little... aggressive. What drives that organically? Room to scale…
I'm sorry, but this game was some vintage Penguins fucking hockey.
I'm sorry, but this game was some vintage Penguins fucking hockey.
We're so back
Adam Green says there isn't strong evidence for the life and resurrection of Christ. K –– let's see what credible scholars and historians have to say about both. To everyone reading: enjoy. 🥂 On the evidence for Christ's life/his existence as a real person: - Bart Ehrman, a…
Adam Green says there isn't strong evidence for the life and resurrection of Christ. K –– let's see what credible scholars and historians have to say about both. To everyone reading: enjoy. 🥂 On the evidence for Christ's life/his existence as a real person: - Bart Ehrman, a…
We need Jonah Hill to play Palmer Luckey in the inevitable biopic.
Cont'd.: 'The fake news is talking about the adjusted eebitdahh. It's called fake news, because they don't realize when you put the stock-based compensation back in, the $DJT might be one of the most profitable companies in history, frankly. It's tremendous but they won't cover…
Cont'd.: 'The fake news is talking about the adjusted eebitdahh. It's called fake news, because they don't realize when you put the stock-based compensation back in, the $DJT might be one of the most profitable companies in history, frankly. It's tremendous but they won't cover…
The thought just popped into my head: could you imagine if Trump were the $DJT CEO and had to take analyst questions on earnings calls? - 'Hey Donald, congrats on the quarter. Can you walk me through how your thinking about the +40000bp acceleration implied in the guide? Thanks.'…
Does some novel AI feature give iPhone owners an excuse to upgrade when $AAPL refreshes marketing in the next couple of years? Does that get us back to unit growth? How would the Services business benefit from AI? What does steady-state China demand look like?
The OpenAI team dropped more wild Sora videos. 100% AI (minus sound)🤯 8 wild ones: 1. Elephant made of leaves
Say what you will about Trump, but it's ironic that the most vocal crowd in proselytizing the brokenness of our justice system is also overwhelmingly taking this opportunity to retort "no one is above the law" and "justice being served" to this news. Utterly warped psychology.
Say what you will about Trump, but it's ironic that the most vocal crowd in proselytizing the brokenness of our justice system is also overwhelmingly taking this opportunity to retort "no one is above the law" and "justice being served" to this news. Utterly warped psychology.
I think the Twitter consensus on the Cybertruck is not reflective of real-world perception. FinTwit underestimates people's innate desire for novelty, to be different from their neighbors. If nothing else, the CyberTank provides that. Hard not to be $TSLA bull in current paradigm
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.
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
Kaushik @BigBullCap
89K Followers 536 Following Sharing For Informational Purpose Only | No Investment Advice | Our Discord Community https://t.co/ArPBW919KR
Eric Jhonsa @EricJhonsa
18K Followers 1K Following Independent tech L/S investor. Part-time consultant. Previously a tech columnist @thestreet @thestreetpro.
Elliot @AlphaSeeker84
2K Followers 1K Following Capital allocator, Equity Researcher, not investment advice https://t.co/8mZcVOoA4w
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.
MetaCritic Capital @MetacriticCap
4K Followers 498 Following Looking for opportunities in Philadelphia..
Teatos @Teatos15822
2 Followers 214 Following
Tersair @Tersair131923
1 Followers 197 Following
Shesou @ShesouYE1
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Dorequit @DorequitsAS5BH
0 Followers 19 Following
Sawniez @SawniezueqmB
1 Followers 152 Following
BettyBarney @69T7JiMb230S63
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Kelton Schmitt @KeltonSchm75965
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Tossa @Tossa9614168682
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LeeLee @nga1352218606
60 Followers 91 Following
The Shark @afr6262
264 Followers 2K Following Trader. Equites, Options, Futures...anything moving. All day every day for 15 years
Sam Frost @_SamFrost1
236 Followers 947 Following Advancing AI at @huggingface. Advocate for inclusivity and equality.
Casual Cat Capital @CasualCatCap
231 Followers 645 Following Not so casual L/S investor, mostly software. Casual macro tourist. Casual crypto degen. Uncasual football fanatic. Here to learn and casually engage. DMs Open
Marsden St Capital @MarsdenCapital
3 Followers 258 Following
Amanda Simmons @AmandaSLeey
769 Followers 1K Following
Degen Option @degenoption
93 Followers 802 Following
Aravaca Capital @AravacaCap
2 Followers 49 Following
Great Great-Grand Cub @ggreatgrandcub
258 Followers 511 Following Net worth: $1,000,000,099 US dollars 😳😳😳 "damn ok shawty" "damn shawty ok" connoisseur
Jacopo Beretta @Jacopo_Beretta
57 Followers 655 Following
Thijs Buitenhuis @Thijsbuitenhuis
343 Followers 707 Following Boston based. Long only PM. personal opinions only.
Brian @EverPCap
146 Followers 1K Following
Collin Sutherland @CollinSutherla2
314 Followers 2K Following
Timothy Masvidal @MasvidalTimothy
162 Followers 3K Following
Jared L Kubin @JaredKubin
2K Followers 2K Following Hedge Fund Founder. ex Adage SAC BAM. Father. Section J HBS .🐊⚾️. Psalm 104:16. Anti-Fragile + Active Faith. Whatever It Takes. *NOT INVESTMENT ADVICE*
….. @mitchell_reinke
143 Followers 1K Following
XYZ @xyzk9
0 Followers 647 Following
Samuel Barton @samueldbarton
0 Followers 622 Following
JamesWinchester1997 @JWinchester1997
118 Followers 746 Following
Tyler @cucinotta93
30 Followers 120 Following Ex Piper Sandler #equityresearch, living in #NYC #Brooklyn, talks #AI #SaaS and #QuantumComputing #stocks. https://t.co/51caVnc05q
kalasa daniel @kalasa_dan58178
16 Followers 335 Following
Brian @brianc92785
98 Followers 388 Following
Thoughez @Thoughez383708
153 Followers 4K Following I'm new to Twitter accounts so I tried the messaging feature and it's great to meet you.
Finance Sources @finance_sources
96 Followers 148 Following Buy side (~1B) TMT analyst's Twitter account for all things finance ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ Header image is a Tokamak.
SixAI - Automated Ide.. @SixHQai
1K Followers 246 Following Idea gen systems - purpose-built for fundamental investors. Create, explore, and combine 100+ thesis drivers you love to find your next home-run idea.
Greg J. Marchand MD @MarchandSurgery
204K Followers 97K Following Dual board certified #MIGS & #OBGYN - against #genitalmutilation & #sterilization of kids under 18 for #GenderAffirming Surgery https://t.co/HRJLpqSuxG
Maddox @Dootaez12
154 Followers 2K Following
UHNWI @TAMUGreenE
236 Followers 2K Following deal broker/ investment advisor. sourcing and bringing to investors the best opportunities in private equity. rts are alpha.
Christopher Moltisant.. @OogatzCapital
55 Followers 376 Following good thing for me then, that your book don’t mean oogatz to me!!
Dylan Fitzpatrick @dyllfitz
125 Followers 520 Following Currently @CrescentFund | Prev @75SunnyVentures & @CommerceVC | Proud Aztec @SDSU
Nick Thomas @NickT96
571 Followers 1K Following
CJ @c_j_47
0 Followers 2K Following
m @semitechanalyst
34 Followers 4K Following
RC @richard_chuk
43 Followers 921 Following
Torrance Capital Part.. @LaScoliosis
414 Followers 3K Following Removing emotion and bringing stability to data analysis, investing, and betting
Rick/Reward Ratio @ESLinNYC
10 Followers 214 Following
. @_gmilton_
67 Followers 2K Following
Ice Juice Capital @IceJuiceCapital
233 Followers 306 Following 100% value, frozen concentrate with added ingredients, former l/s analyst; dispassionately observing and quantifying reality
Prepared Remarks @Rebrand_As_Y
19K Followers 925 Following
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.
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.
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
Kaushik @BigBullCap
89K Followers 536 Following Sharing For Informational Purpose Only | No Investment Advice | Our Discord Community https://t.co/ArPBW919KR
Chris Perruna @cperruna
150K Followers 663 Following Owner's Rep, investor & weather enthusiast. Husband, dad, dogs & sports. My only account has a blue checkmark. Beware of impersonators. No investment advice!
Chad Kusserow @VetTechTrader
13K Followers 2K Following 25+ year career tech investor/hedge fund manager. Fundamental alpha generation and absolute returns, driven by my self-developed R/R system and a touch of TA.
Q-Cap @qcapital2020
50K Followers 1K Following Familia • Immigrant • Ball is Life • Grift Detective • Ratioed Cramer • No Investment Advice • My Personal Views Only • Personal Diary sometimes Diarrhea
Hemingway Capital @lfg_cap
9K Followers 1K Following Global Tech investooor with a software addiction.
Cassandra B.C. @michaeljburry
1.5M Followers 0 Following
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
Eric Jhonsa @EricJhonsa
18K Followers 1K Following Independent tech L/S investor. Part-time consultant. Previously a tech columnist @thestreet @thestreetpro.
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Elliot @AlphaSeeker84
2K Followers 1K Following Capital allocator, Equity Researcher, not investment advice https://t.co/8mZcVOoA4w
Chairlift Capital @ChairliftCap
9K Followers 1K Following Mostly software. DMs open. [email protected]
Alf @MacroAlf
424K Followers 249 Following Founder of The Macro Compass. Former Head of $20bn Portfolio. Next: CIO of my own Macro Fund.
Markets & Mayhem @Mayhem4Markets
192K Followers 844 Following Helping you find an edge 📈 Investment Strategy & Consulting: https://t.co/7ahzoEscDJ Trade Ideas & Education: https://t.co/tonA7iJGM2 SPX Options Visualizer: https://t.co/6JCVhP36Fn
Mikael @BacardiCapital
703 Followers 342 Following Gold Loko fanatic, Egirl sommelier, and waterboarding enthusiast.
Clifford Sosin @CliffordSosin
12K Followers 440 Following
Mr. Dislocation @minderbinderLLC
228 Followers 221 Following
Ricky Sandler @rsandler21969
26K Followers 420 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
Nick Balch @HedgeyeSoftware
11K Followers 617 Following Software Sector @Hedgeye Not investment advice. For more information CLICK HERE: https://t.co/VAbao8XxbH
Patrick O'Driscoll | .. @podriscoll_ecom
2K Followers 578 Following I scale e-commerce businesses. Join E-Commerce Growth Track Community ↓
Palmer Luckey @PalmerLuckey
219K Followers 2K Following I am a technology enthusiast, writer, and modder. Founder of ModRetro, @Oculus VR, and @Anduriltech. Keeping American superheroes safe with autonomous systems.
internet pawnshop cap.. @ruralpwnshopcap
280 Followers 231 Following pioneer in earning fees on interest rate products
Martin Shkreli (e/acc.. @MartinShkreli
169K Followers 3K Following https://t.co/lzin5ByH0t [email protected] https://t.co/oMIiyJcIzk https://t.co/DuU6MMqcgQ
Nishant Kumar @nishantkumar07
8K Followers 505 Following Writes on #hedge funds @Bloomberg. Ex-Reuters. Opinions r my own. Retweets & likes r not endorsements. Have a news tip? DMs open
3:10 Value @310Value
7K Followers 4K Following Business analyst. Tuitio fidei et obsequium pauperum. Not investment advice. [email protected] https://t.co/BmHjJLJ1Ae
Gabagool Capital @MortadellaCap
450 Followers 800 Following Tech L/S equity. Be a wolf not a sheep. Not financial advice.
Great Great-Grand Cub @ggreatgrandcub
258 Followers 511 Following Net worth: $1,000,000,099 US dollars 😳😳😳 "damn ok shawty" "damn shawty ok" connoisseur
Culture Critic @Culture_Crit
1.3M Followers 998 Following Tradition is not the worship of ashes, but the preservation of fire.
Giuseppe Paleologo (a.. @__paleologo
7K Followers 241 Following Stanford, IBM Res (Math), Citadel, Millennium, Hudson River Trading, future Balyasny. Trying to figure out things. Wrote a book, working on a new one.
SP🅰️C-M🅰️N @SPACMAN17
2K Followers 49 Following Hedge Fund PM in a prior life. Ask me anything. Not investment advice, just opinions and thoughts. Please do your own due diligence.
Jason Shapiro @Crowded_Mkt_Rpt
36K Followers 1K Following Not investment advice. 30+ yrs of trading, HF MGR, featured in Unknown Market Wizards. Free Newsletter https://t.co/6PXysw5iLP
hallo @_1Dance
83 Followers 214 Following
Iceburgh @IceburghCapital
2K Followers 760 Following Every tweet is probably wrong as I have no idea what I am doing. Please don’t sue me.
Marty O'Donnell @MartyTheElder
75K Followers 50 Following Composer, candidate for Nevada’s 3rd Congressional District. Less lawyers, more composers. More harmony in Washington. https://t.co/ojLsqdCSOw
Rowan Cheung @rowancheung
497K Followers 377 Following Founder @therundownai. Sharing the latest developments in the world of artificial intelligence.
Tyler @cucinotta93
30 Followers 120 Following Ex Piper Sandler #equityresearch, living in #NYC #Brooklyn, talks #AI #SaaS and #QuantumComputing #stocks. https://t.co/51caVnc05q
quantymacro @quantymacro
10K Followers 219 Following hedge fund quantitative macro tradooor. chief ridge officer. writes some (allegedly) advanced cool stuffs on my blog about quant macro. posts in highlights tab
Stat Arb @quant_arb
41K Followers 1K Following Crypto HFT/MFT QR | DMs open 📥 (plz no essays) | @QuantitativeArb | Views my own. Not financial advice.
BlackSwan @BlackSwan_ptf
10K Followers 341 Following Jr equity options trader. Boring is good. Tweets reflect only my ideas and are not linked to any firm
Ben Hunt @EpsilonTheory
167K Followers 2K Following Hope has two beautiful daughters - Anger and Courage. Anger at the way things are, and Courage to see that they do not remain as they are. - St. Augustine
Travis Kling @Travis_Kling
106K Followers 1K Following Find your Ikigai 🌊 None of this is investment advice.
elPythonQuantador @ThePythonQuant
11K Followers 981 Following Quant Trader. Unapologetically miserable. Views are my own.
mediocrebuysideanalys.. @volisdead
658 Followers 403 Following equity volatility / macro portfolio manager at multistrat hedge fund
Keyser Soze @KeyserSozeCFA
6K Followers 89 Following
Anduril Industries @anduriltech
49K Followers 264 Following Anduril is shaping the future of defense, transforming U.S. & allied military capabilities with advanced technology.
Candace Owens @RealCandaceO
5.1M Followers 72 Following
Coffee @Capital2Coffee
542 Followers 319 Following Buy-Side Analyst and a hot coffee; don’t take investment advice from a cardboard cup.
alpha neutral and bet.. @aanalystbro
444 Followers 598 Following quantitative equity researcher (professional backtest overfitter)
Okapi @Okapi_Digital
2K Followers 2K Following Turning over rocks to find winners 🪨 TMT and Consumer (mostly).
Amazon $AMZN Earnings Recap - BIG Margin, Soft Guide AWS, operating margin well ahead, but 2Q guide is notably weak in contrast. Cash generation also more modest than anticipated. Is this enough to hold the 5% initial gain?
Amazon $AMZN Earnings Setup - Will the Streak of Big, Positive Earnings Revisions Continue? Despite solid stock performance, $AMZN is actually cheaper into the print than last quarter as estimates continue to move higher.
I expect $AMZN to beat tonight, and for the CFO to call out upside from surprising strength in tents, sleeping bags and camping gear.
He knows what his doing
Random Colorado Buffs player had better hands and foot work than the UFC roster Say it ain't so.
AI-generated content in $GOOG search results continues to grow at a disturbing rate. The % of websites with AI content this month was almost twice the % last year, climbing to almost 12% The spread of AI generated content has a few implications for $GOOG and several companies…
Got some feedback:
Unfortunately, we won't be moving along with you in our process
The Social Network movie vs. real life
Halloween isn’t until October but here at Anduril we deliver ahead of schedule
- Negative drip - Absolutely zero aura - Lives in a log cabin in Minnesota - Only wears quarter-zip pullovers - Bio says 'Isaiah 6.8 Football & Fishing Yeah bro is about to be a sure fire Hall of Famer
@MangotreeA @GrandTokamak Agreed, what I meant to say is that wtv their title is rn, put senior in front of it. Snr associate, snr analyst, snr spreadsheet maker it’s all semantics at the end of the day. Only two things matter here, getting paid for what you are doing and the incremental responsibility.
They get big so fast! And always ready with the right hook! No matter what side of the trade your on remember what's important!
I’m having a little bit of a tough time. My junior is unhappy that they aren’t up for a title promotion. I’ve honestly done everything I can for them. Tripled their pre-buyside comp in two years. Actually given them ownership and responsibility. How can I keep them happy?
Innovation you get when you start paying dividends
Calculator app reportedly coming to the Apple, $AAPL, iPad this year, per MacRumors.
Seeing $SNAP up 25% makes $ROKU down 9% hurt more (even though we thought Snap would be up on EPS)
I think of this a bit differently from a pitch. It’s not “pitch me a stock and convince me to own it,” to me it’s more sharing the way you pitched yourself. If you’re trying to persuade me I’m generally less interested. If the idea is really good it should kind of pitch itself.…
The act of generating alpha while running leverage + beta + factor neutral
The art of bamboo drifting
"I hate DCFs" = 1. "I can't reconcile the three financial statements in a way that corresponds to the economics I narratively express about the company."
Big tech names issuing dividends and doing buybacks
All GOOG shareholders need to thank @altcap, he told Sundar to GET FIT and Sundar listened
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