Well, The Bear Cave @StockJabber is out with an opinion on $APP.
1. Pretty sure most of the "expert network calls" are gamed lately (see below thread) 👇
2. I'm not sure $APP can even get out a clean 10-K.
3. Who is this mysterious Tang Hao investor? He'd be one of the…
Well, The Bear Cave @StockJabber is out with an opinion on $APP.
1. Pretty sure most of the "expert network calls" are gamed lately (see below thread) 👇
2. I'm not sure $APP can even get out a clean 10-K.
3. Who is this mysterious Tang Hao investor? He'd be one of the…
Thanks to the many who have reached out about $APP/Olivia Kory stock promotion.🪓💪🇺🇸
As I've suspected, a lot of the "expert network calls" (Tegus/GLG/etc.) that hedge funds buy to get "industry insights" into various trends and companies appear to be seeded for $APP from…
Thanks to the many who have reached out about $APP/Olivia Kory stock promotion.🪓💪🇺🇸
As I've suspected, a lot of the "expert network calls" (Tegus/GLG/etc.) that hedge funds buy to get "industry insights" into various trends and companies appear to be seeded for $APP from… https://t.co/rRuOiadn84
I’m a local and I use Grab as well as its competitors.
If you think Grab’s next users from Indonesia/Vietnam/others will have the Avg spending as Singaporeans, you’re up to disappointment.
The high income population in SEA already use Grab, what juice do you have left?
I’m a local and I use Grab as well as its competitors.
If you think Grab’s next users from Indonesia/Vietnam/others will have the Avg spending as Singaporeans, you’re up to disappointment.
The high income population in SEA already use Grab, what juice do you have left?
AppLovin $APP has a ridiculous related party pyramid scheme fueling "e-commerce growth" in 2025. This is pure horse manure and a complete embarrassment, even by our current standards.
Opinion: Strong Sell
thecaptainslog.io/flip-an-intro-…
$LYFT down 11% post earnings. Think this is an opportunity to add into a position.
- FCF improved significantly from -$250M to +$700M
- Delta Airlines partnership discontinuation will only affect 1-2% revenue
- Duopoly structure remain intact
- Partnership with Mobileye Q126
House of Huawei, the new book by Washington Post reporter @evadou, has to be one of the most important books on China and industrial policy in recent years.
I’m still reading through it and will share parts I found striking in this ongoing thread:
🧵
Okay this is a really fun one because it's really simple and very few people got it. h/t @Eric714 for the original conversation.
Casually, it looks like the call overwrite strategy is outperforming throughout the sample, but this is a visual artifact of compounding. >>
Okay this is a really fun one because it's really simple and very few people got it. h/t @Eric714 for the original conversation.
Casually, it looks like the call overwrite strategy is outperforming throughout the sample, but this is a visual artifact of compounding. >>
While revenue drop had improved from the previous quarter, gross margins worsened in Q3 FY 2025 $UAA
No clear sight on revenue growth or >50% gross margins yet, seems $8 level will continue for a few quarters - unless there’s exogenous activities
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