Linsanity Capital @JLinWin
Fan of differentiation & dependency | Enjoy secular shorts | Satire & Humor | Never investment advice New York, USA Joined April 2012-
Tweets124
-
Followers45
-
Following1K
-
Likes0
The only pragmatic read through from $DKS today is that the impending pricing war from $AMZN facilitated by $META / $AAPL fancy VR headsets (just throw the football virtually now brah) is guaranteed to raise Lina Khan's blood pressure 10 points. CC: @RaisingTheBAR47
$PYPL traded down to single digit '24 numbers yesterday...
Maybe I'm crazy, but how can you go wrong at this multiple? Projected to generate ~$4bn in FCF next year -share count will substantially shrink. If you believe Braintree is a growthco while p2p payments stabilizes from penetration, basically paying 9X for a poor mans $AAPL. 🤷♂️
Great point In layman’s terms: “Tell me the next time we will see a billionaire self-destruct 2/3rds of their net worth only to be able to press a magic button and recapture it within 9 months.”
We've all heard "Investors have lost more money trying to find the next Amazon than they made on Amazon." I now expect "investors trying to find the next META-4Q22 trade will lose more money than they made on META." It was a very unique situation.
At least we don’t have to hear the “COVID consolidated the sporting goods space” thesis anymore.
POV: Bought the top in suburban metro single-family. Opted out of rate protection and now is due to refi at 7.5%.
It appears Nikesh is virtually Ryan Cohen reincartned, but in a much more gentrified posh manner. Strategically plotting volatility events to harness the last laugh, indirectly decapitating shorts in the process. x.com/nikesharora/st…
Is it a red flag if a countries largest company is a bank?
Are we simply gonna ignore the fact buffdaddy trading in resi stonks has been Puru level contra-esque? Pukes the lows in $RH while marking the top in homebuilders 🥳
The age of memory & logic is over whilst the age of B&M apparel retail is here. Discount ASP might never go down in our lifetimes. Shorts betting on '25 maturity refi crunch might never generate a positive basis point of alpha again. We are so back. CC: @RaisingTheBAR47
Uhhh wtf?
Sentiment check: Is stripe still the best business of the current decade?
Executives at TaylorMade - please keep in mind said formula when making capital allocation decisions ROIC < WACC = 🚫 Thank you for coming to my Ted talk x.com/Top100Rick/sta…
Whoa. Taylor Made announces it’s TopGolf competitor, Bays Golf. It’s debuting here in DFW! 24 resort suites with their own hitting bays. Wake up, grab a coffee, start hammering golf balls. What do you think? I think cool idea, but gonna be too pricey.
Stronk grocery shopper with higher price per unit flips the 2nd derive thingamajig positive NTM. SSS flatlining MSD while discretio inventory books are cut 25% - your consumer basically has no option but to buy ze essential goods protecting topline cue guytappinghead.meme
So is $TGT actually good or is this a pod shop buy the cut because the cut was known on CC data but that means that people were long which means 2nd deriv traders were short but then game theory said be long but we’re in 4th deriv space on large cap prints in 2023 so that means
So is $TGT actually good or is this a pod shop buy the cut because the cut was known on CC data but that means that people were long which means 2nd deriv traders were short but then game theory said be long but we’re in 4th deriv space on large cap prints in 2023 so that means be short thus making us go higher Report in @eliant_capital @JLinWins @PeckedXDucks
Find it hard to fathom how we avoid a global recession when China is in the shitter
Lots Chinese stonk dip buyooor sentiment on here as of late. One important tidbit: In 2022 retail comprised of 60% of A-share trading volume vs 25% composition on the NYSE. How do you see a material bounce with disposable income faltering amongst the Chinese middle class?
Ella kate @Ellakate3145491
1 Followers 66 Following
Daria @sQs48Y9l08lgj1
36 Followers 654 Following Be fearless in the pursuit of what sets your soul on fire.
Fern @3n8kXyNiCZs8P7
53 Followers 1K Following
Felicitas @Z65K1PM2p8H10
23 Followers 791 Following
SmartGuard @Creaeavawh7190
86 Followers 931 Following
Geo Balistreri @Balistreri30623
3 Followers 154 Following
Koatitr @Koatitr0soJ8O
64 Followers 3K Following
McStak'n Rust @latchworm
16 Followers 297 Following Ai this , Ai that, sell l, resell, garage sell, psychedelic vacation when i need a breath
OrpingtonJBrown @OrpingtonJBrown
35 Followers 77 Following Advertising Agency Senior Manager. Traveller. Thrill Chaser. Trainer Fanatic. Londoner. Always gone but never hard to find! x
matrika chamlagai @matrikachamlag1
2K Followers 6K Following
Charles @Charles53826826
287 Followers 1K Following
alex posner @aposner1
100 Followers 900 Following
AYJ @jafarialiyawar
38 Followers 776 Following
Jagan Babilu @JBabilu
1 Followers 69 Following
Irfan @ighaffar
38 Followers 1K Following
Tamar hanassab @THanassab
648 Followers 6K Following
Tommy Lowery @tomoblue11
2K Followers 3K Following
Jay Cooper @itsmejaycooper
316 Followers 39 Following Crypto Lover, Crypto Enthusiast, Finance and Investing #Bitcoin #BNB #BSCGem #ETH #LEON #WHEX #Merge #RISE
20_Mina_30 @20Mina301
74 Followers 896 Following Typical Gamer, no pun intended, nothing else to say.
BigSnacks @branthampton11
25 Followers 175 Following
lazy bonez @lazybonez861
19 Followers 161 Following
אופק סיסו @ofekdexp21
10 Followers 66 Following
John Tanner @JohnTanner16047
0 Followers 4 Following
Tolunay Özgüç @TolunayOzg74514
45 Followers 881 Following
armand19 @armand1913
25 Followers 841 Following
Halil @Halil03729623
22 Followers 241 Following
chirag tailor @chiragt47008843
67 Followers 972 Following
M Arslan @MArslan25451777
35 Followers 1K Following
cennet cennet @yenicennet20152
26 Followers 642 Following
Richard Bourne @Richard65799934
12 Followers 465 Following
volarity @volarity4
0 Followers 109 Following FB1: https://t.co/SoeH9vjCDp IG: https://t.co/DmpocTrJA1 YT: https://t.co/yc5LB1y9ed
FabFitFun @FabFitF34931287
1 Followers 107 Following youtube : tyongeee ⚘ instagram : tyongeee ⚘ twitch partnered aka twitch Korean auntie
G @PunjabiKiaOra
45 Followers 190 Following
wardaddy @GODHINCAESAR
227 Followers 2K Following
NobleTrader @NobleTrade777
385 Followers 5K Following
yoshiiiix @yoshiiiiix
136 Followers 1K Following
bmp220 @bmp2201
172 Followers 3K Following
Bo Hi @BoHi45638851
73 Followers 262 Following
Jackie @jackie_por57955
437 Followers 2K Following
Charles @Charles53826826
287 Followers 1K Following
RR @RedRoosterRat
41 Followers 735 Following
Russ Hon @RussHon_
113 Followers 2K Following
Thao @ThaoTrade123
72 Followers 535 Following My thoughts of trading are just my thoughts and are not recommendations to follow. I am not a financial advisor and you should understand your risks first.
hdrahzal @harry56456
38 Followers 567 Following
rates learner @rateslearner
50 Followers 394 Following
Pierre Riopel @riopel_pierre
17 Followers 943 Following
Hawkeye @Hawkeyestate84
64 Followers 671 Following
Dylan Litt @dabullitt
14 Followers 58 Following
Andrew Cronin @Paratrooopa
2 Followers 22 Following
Mike @MikeBeilstein
30 Followers 624 Following
alex posner @aposner1
100 Followers 900 Following
Nols 36 @exitmile0
61 Followers 3K Following
Tithi Islam @islam_tith53806
135 Followers 1K Following
Quarkten @quarkten58969
42 Followers 78 Following
Mark Daniel @Mdk126Mark
19 Followers 140 Following
L T @LThomasG1013
31 Followers 363 Following
My Info @497f30b16b9f452
57 Followers 67 Following
Snow @CloudTrader_
259 Followers 78 Following Investing since 2011 | Turned full-time in 2020 Mostly long, occasionally short & always overtrading. NFA.
Taha @teekrad
8 Followers 39 Following
Mariana @Mar958195
3 Followers 16 Following
JamesFerguson @jafergu1vt
82 Followers 629 Following
x @jafoblue
159 Followers 2K Following The floggings will continue until morale improves... Bad investor. Good thinker. HODL'er. Logic vs team politics.
Ti-Zach @PosaPhD
82 Followers 177 Following
SlowMarketNews @secgrad1
28 Followers 156 Following
Akshit Gupta @AkshitGupt91075
10 Followers 214 Following
TheFollower @TheFollower6969
40 Followers 345 Following
Sach @Sach59600110
27 Followers 106 Following
rob illingworth @illingro
289 Followers 756 Following 20y+ credit trader…. pretty average options trader
specialk @specialk951853
180 Followers 3K Following
Ahmed Khames @AhmedKhames51
213 Followers 4K Following
TraderMon @adonysp
89 Followers 764 Following
Kringlewicz @christophe87560
487 Followers 2K FollowingYou might like
