Guasty Winds @guastywinds
井の中の蛙大海を知らず somewhere Joined March 2023-
Tweets2K
-
Followers5K
-
Following696
-
Likes4K
ONsemi is running clickbait taboola ads to promote its SiC MOFSETs. Curious what the ROAS is on that one
Why is $CARS not considered a good biz? Gushes cash at 10x FcF. $CAR in Aus trades at nearly 40x P/E
stupid stupid Stupid
anyone have a good source of all broker conferences?
is it possible to explain wine to someone without sounding like a total douche? don’t think so
We are Short Globe Life $GL We uncovered that Executives Disregarded Wide-Spread “Insurance Fraud” While They Received Millions in Undisclosed Kickback Scheme Full report below fuzzypandaresearch.com/globe-life-ame…
utilities/IPP analysts getting a taste of what it feels like to cover an industry that people care about
the $UWM report is pretty tone deaf. Anybody that loosely follows mortgage industry knows exactly what has been going on - its in the headlines most months. $UWM recently had a suit thrown out against its all-in strategy by a federal judge housingwire.com/articles/feder…
why can $APLD not get their DC financed if they have multiple anchor tenants and a sweetheart power deal? Genuinely curious
there’s way too much fiscal support in these markets to be bearish. The IRA/IIJA Put
Was that a very brief 4-handle? $CSL
This was really good open.spotify.com/episode/1cr5uw…
I hadn't really been following but I cant believe how much the sogo shosha have gone up. Incredible
feels a bit like scraping the barrel for ideas
feels a bit like scraping the barrel for ideas
Scot @ScottRo02320756
1 Followers 52 Following
Manana Investing @MananaInvesting
536 Followers 429 Following On a path to be better everyday! Investing in Public Companies. TSX/TSXV/NYSE/NASDAQ. Investment Journal. Nothing is investment advice. Do your own diligence.
Anonymous Fin Student @incomingIBSA
80 Followers 166 Following Finance Student at a Large Academic Institution. Not Financial Advice.
Welfare Capital @WelfareCapLLC
574 Followers 788 Following I represent Welfare Capital LLC on twitter dot com. Views and opinions expressed are not those of GS Lunar Command. $WM compounder bro
Tandeasm @tandeasm84844
37 Followers 2K Following
Ron @ronchiriseri
57 Followers 500 Following
woshiben @woshiben427764
46 Followers 319 Following
Payer Swaption @PayerSwaption
43 Followers 452 Following
Neil Khosla @DrawafadeN
23 Followers 78 Following
Francis_MH_White @YUN9N_THA_RULER
209 Followers 773 Following Black Ribbon Boys For Life #MCF D.A.W.F.
IRHM @bl353535
18 Followers 529 Following
MarietteHuski @HuskiMarie94531
12 Followers 792 Following
KGappar 10 @Kgappar1
0 Followers 32 Following
watching and learning @suficientecap
0 Followers 221 Following
Martin Sprta @MSprta
11 Followers 104 Following
Theetere @Theetere182
28 Followers 2K Following
laiiiiii @laiiiiii3
40 Followers 401 Following
Tyler Crawford @TylerCrawfordMD
75 Followers 285 Following
Diego Viñuela Alonso @AlonsoVinuela
36 Followers 165 Following Financial Planning & Commercial Aviation.
1fattree @1fattree
13 Followers 18 Following
Canuk @ajshaju
484 Followers 2K Following
BacksideTrader @BacksideTrader
177 Followers 38 Following Equities Trader - Scanning the Stock Market since 1998. Long and Short - Stocks and Options | Tweets are opinions. Not advice. #FIBONACCI projection.
redcorolla95 @redcorolla95
21 Followers 246 Following
Chad @spreadtrade
18 Followers 37 Following Former ibank analyst... I now specialize in trying not to be a muppet and avoiding those ____ deals from ____
Marco Simone 2023 @Marco202336255
44 Followers 408 Following Purveyor of much, insatiable curiosity of our collective landscape/ethos. Seeker of the truth, opposing viewpoints, with respectful and humble decorum.
Jorge Financial @Tomas8Jorge
582 Followers 7K Following Investments, Stock Exchange, Dividends, Portfolio Management, Dividend Growth, Business, Passive Income, Value Investing
SHORTSELLERREPORTSTRA.. @SSRTracker
0 Followers 59 Following
Hitesh Shah @hs2210
37 Followers 843 Following
chip @chipperPat
3K Followers 2K Following
Kevin Zeng @kzeng0408
118 Followers 149 Following a senior @ uc berkeley deeply fascinated with markets official vic member former @ tribunal (2021) | point72 (2022) | scharf (2023) | valiant (2023)
Mark Muldowney @mxmuldowney
440 Followers 3K Following int'l expansion & partnerships @snap via @espn @bostoncollege
above traffic @goabovetraffic
60 Followers 131 Following Sharing insights on eVTOLs while betting my $100,000 life savings on them. If you like these tidbits, subscribe to the newsletter: https://t.co/apMc6b7v7N
Dante Alighieri @DanteAl18
5 Followers 427 Following
Hani 💎🙌 @elcidhani
239 Followers 4K Following
Scam Sweeper @scamsweeper
31 Followers 56 Following Current Hedge Fund Analyst who talks about anything. Always play the game within the game. Calling out bullshit
Todd Beiley @BeileyTodd
61 Followers 214 Following
Leo Cheng @LeoC00
59 Followers 215 Following Long/short private stock picker. Swimwear model. Recreational spin and go player.
DamasceneMoment @DamasceneMoment
316 Followers 824 Following “The things that are impossible with people are possible with God.” —Jesus, Luke 18:27
ShadowFall @ShadowFallCR
4K Followers 5 Following Only for Professional clients. Assume we hold short positions in Issuers discussed. Important disclosure: https://t.co/cf3z5Iimz9
Jonesy @HedgeyeDJ
34K Followers 2K Following DoR @hedgeye Ex-owner @arizonacoyotes Former legend @Yalemhockey Partner @seven7llc Agent Provacatuer of #FinTwit Not investment advice.
FREESPEECH101 @FREESPEECH1017
320 Followers 31 Following
East Asia Stocks @EastAsiaStocks
6K Followers 304 Following My goal is to help you discover and understand the most interesting stocks in Japan, China, and Korea. Link below.
Herb Greenberg @herbgreenberg
370K Followers 1K Following Co-Founder of Wall Street Beats. CNBC contributor, hype-buster, creator/proprietor of the ORIGINAL Hostile React-o-Meter™.
Wall Street Beats @StreetBeatsPros
896 Followers 79 Following Real-Time Stock & Market Intelligence | Unparalleled access to seasoned investment pros. Watch and learn from the best. Unscripted. Unfiltered. Unmissable.
Niall Ferguson @nfergus
311K Followers 1K Following International man of history. Author, @HooverInst senior fellow, @bopinion columnist. Latest book, DOOM: The Politics of Catastrophe (Penguin). Opinions my own.
Prepared Remarks @Rebrand_As_Y
19K Followers 925 Following
Kevin Zeng @kzeng0408
118 Followers 149 Following a senior @ uc berkeley deeply fascinated with markets official vic member former @ tribunal (2021) | point72 (2022) | scharf (2023) | valiant (2023)
above traffic @goabovetraffic
60 Followers 131 Following Sharing insights on eVTOLs while betting my $100,000 life savings on them. If you like these tidbits, subscribe to the newsletter: https://t.co/apMc6b7v7N
EvtolStockMan @evtolstockman
242 Followers 294 Following Jesus Christ,Family(I’m not a financial advisor) https://t.co/9xxtuP6ul8 https://t.co/IACRyEYA8t
Aviation Week Busines.. @AvWeekBizAv
1K Followers 165 Following Combining BCA, AC-U-KWIK, Aircraft Bluebook, Weekly of BizAv, Marketplace & Air Charter Guide to create a powerhouse for business aviation. From @AviationWeek
Satcom Direct @SatcomDirect
3K Followers 1K Following Delivering secure, reliable, global satcom communications to create the ultimate user experience. The finest in business and government aviation.
SmartSky Networks @SmartSkyATG
1K Followers 2K Following SmartSky Networks offers unmatched WiFi connectivity via our high performance, low latency air-to-ground (ATG) network, delivering data at the pace of life.
Parthenos Capital @ParthenosCap
1K Followers 74 Following Long-term investment partnership focused on reflexivity within global equities, managing money for family and friends.
Rick Palacios Jr. @RickPalaciosJr
37K Followers 559 Following Director of Research | John Burns Research & Consulting @JBREC | Previously @MorganStanley & @MilkenInstitute | All things housing
Mark Moore 🔋✈️.. @MarkMooreNASA
1K Followers 123 Following CEO and co-founder, @WhisperAero. Previously co-founder, @Uber Elevate & 32 years at @NASA pioneering distributed electric propulsion. Hiring HW engineers.
EHang @ehang
17K Followers 262 Following EHang (NASDAQ: EH) is the world’s leading urban air mobility (UAM) technology platform company.
Viola Capital @violacapital
182 Followers 121 Following Data scientist by day, investor by night. Opinions only; not financial advice.
Alan Semsar @AlanSemsar
10K Followers 9K Following #Producer of the largest Food & Wine Festivals - Philanthropist - Chief Executive Officer #TheShah #Pilot
LukeYoungblood.eth �.. @LukeYoungblood
14K Followers 6K Following Technologist, futurist, contributor @MoonwellDeFi. Previously built Ethereum Staking @coinbase and distributed systems @awscloud. The universe is non-fungible…
Starlink @Starlink
545K Followers 21 Following Internet from space for humans on Earth. Engineered by @SpaceX
Jimmy Grewal @jimmyg
3K Followers 1K Following Director @Elcome_Intl; previously Program Manager for Mac Internet Explorer @Microsoft, @DukeU grad, curator @AAPLcollection, photographer, husband & dad.
TechStockFundamentals @TechFundies
6K Followers 356 Following Tech investor for over 20 years. Ran ~$1b hedge fund for 10 of those. Here to help. Not investment advice.
Adam Taub @taubamush
760 Followers 2K Following I traffic in evidence and opinion. Ad hominems earn an instant block.
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.
Andrew Wellington @awellington18
152 Followers 36 Following Founder & CIO of Lyrical Asset Management
Arka @arkabagchi24
513 Followers 609 Following
F @propshoplife
438 Followers 2K Following
Snowcap @SnowCapResearch
952 Followers 19 Following Snowcap is an activist investment firm focused on positive change. Tweets reflect solely opinion and do not constitute investment advice.
RationalInvestor @Orangeman1992
5K Followers 3K Following A trader, not a financial advisor, father of a veteran. I talk politics and SU sports a lot. Don't feel obligated to follow me if I follow you.
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
ASXlongshort @ASXlongshort
2K Followers 227 Following Ex sell-side research. Tweets are strictly opinions, not financial advice under any circumstances.
Kawasaki_KR-1 @KawasakiKR11
2K Followers 422 Following A member of Vector Class. https://t.co/4SxltjNBqH
Snowball Research @snowballresearc
968 Followers 1K Following Monthly reports on special situations for companies under $5 billion market cap. DM us for a trial or email [email protected]
Kiwifruit Capital @kiwifruit_cap
182 Followers 812 Following Global Perspectives, Local Insights. East-West information arbitrager.
Lauren Balik @laurenbalik
11K Followers 1K Following Data Wrangler. Investor. Bearish on most things. Human capital, infrastructure, SaaS. Writing things here: https://t.co/9Edqal5SsL
Stockland hearing that kids might be able to access otherwise restricted funds to buy a zero boundary two bedder in a cow paddock somewhere:
Suspect they already know this and hence the Moelis pitch deck *cough* sorry I mean initiation report before they got pantsed buy like the 50th downgrade / 'push out of guidance' in 12-18 months. DMF is dead folks. Let that be the buyer's problem.
Imo Smartest thing for epically conflicted Aus Super and $LIC to do right now would be to find the dumbest private bagquity firm or competitor (e.g. $INA) imaginable to make a play for the whole shamozzle and take it off their hands. Let it be the buyer's problem in a year or so.
My coworker's family just finished the toilet paper they bought in 2020, in case you're wondering who the real villains are
Hell is when some crypto thing starts using a ticker you are watching, and then your alerts are blown up with crypto spam.
Gooooooo hoooooooooooms
@guastywinds $CARS wants to provide services to dealerships. Wants to take a piece of wholesale. Wants to keep web traffic coming. They aren't focused and won't win in any. Dealership consolidation, OEM potentially bypassing dealership are big tailwind as well. I am short.
@guastywinds Nice. Getting in at 220 was actually a really good entry point on its last big pullback given it never broke 200 and now it’s 400.
I used to short stocks. I still do, but I used to, too.
My favorite 20 accounts to follow for small-cap idea generation: 1. @Mike10947310 - Criminally underfollowed small-cap ideas 2. @catechwilliams - Smart off-the-beaten-path long/short 3. @NCSI_SA - Off-the-beaten-path microcaps 4. @finphysnerd - Independent thinker, Australian…
@guastywinds Great company. Owned for a few years now.
CH Robinson’s stock price is just 10% away from its COVID low
Opening a ppt on my iPhone outlook app
Spring housing market gets more inventory housingwire.com/articles/sprin…
Are Large Language Models about to hit the wall of investment justification ? open.substack.com/pub/bigtechnol…
This oilfield services stock is mispriced because pod shops are totally missing the 2037-2050 revenue inflection
Friendly reminder that a lot of failed SaaS (B2B and B2C) is functionally insolvent and the data or metadata collected on your company/you will be fire sold for pennies to ad networks and data brokers.
EyeEm, the bankrupt photo sharing network acquired by Freepik last year, will license users' photos to train AI if the images are not deleted within 30 days (@SarahPerezTC / TechCrunch) techcrunch.com/2024/04/26/pho… 📫 Subscribe: techmeme.com/newsletter?fro… techmeme.com/240427/p10#a24…
EyeEm, the bankrupt photo sharing network acquired by Freepik last year, will license users' photos to train AI if the images are not deleted within 30 days (@SarahPerezTC / TechCrunch) techcrunch.com/2024/04/26/pho… 📫 Subscribe: techmeme.com/newsletter?fro… techmeme.com/240427/p10#a24…
The hardest part of building a perpetual motion machine is figuring out where to hide the batteries
St Anger is literally the only one of their albums I can listen to start to finish without skipping a track.* *Because it is fantastic as a background album. But still... 😂
Trends for United States
You might like
