Yipit Simp/Fanboi @Midwest_Cap
TMT + Consumer L/S Manhattan, NY Joined September 2023-
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This and being short website builders this year 😮💨
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The truth finally came out today. Wholesalers de stocking due to low velocity
The truth finally came out today. Wholesalers de stocking due to low velocity
If you’re a guy in your early 20s, buy a YipitData subscription. Go into debt if you have to
If you’re a guy in your early 20s, buy a YipitData subscription. Go into debt if you have to
👀 @yipitdata pls fix
Why do sell side notes / spec sales commentary ever compare company results to their own firm’s estimates (i.e. “UBSe”). Pls save everyone some time and only compare to street nums. Preferably Visible Alpha. Thx
Relax Bill
We are now calling negative growth in core Crocs North America “impressive”
We are now calling negative growth in core Crocs North America “impressive”
Short seller on short seller violence 😔
Presenting this without comment.
GS Communacopia 2024 must have stole the chef from Fyre Festival
Got put in a group mgmt meeting with LOs today @ Communacopia. First time in a while. After the third culture question I almost left.
Please @zillow allow comments on StreetEasy listings. I’m begging you. $9,200/mo for a 670 sq ft 1bd/1ba Let me cook on these brokers 🙏
Would love to see the ROAS on these CART ads. Average person won’t know what “Maplebear Inc” is and will likely assume it’s some sort of scam. Someone needs to fire their perf mkting team
CROX down 10% since this tweet (not bragging, that’s not a great outcome in this environment). Wish there were more doors so I could have added EAT when it was at $70. 50% re-rate on a restaurant biz — are people okay?
CROX down 10% since this tweet (not bragging, that’s not a great outcome in this environment). Wish there were more doors so I could have added EAT when it was at $70. 50% re-rate on a restaurant biz — are people okay?
When you nail the top line on a consumer/ internet print without using any alt data
Yipit rugging the RBLX bulls today. Truly amazing how much they’ve overestimated these prints.
Yipit rugging the RBLX bulls today. Truly amazing how much they’ve overestimated these prints.
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