Hi X friends, I'm happy to share an update of what I've been working on, including: 1. Democratizing access to alt data - Free coverage of $CVNA and $CDLX ( 2. Making >$50m on CVNA 3. Empowering X analysts 4. My humble goals to reshape equity research 🧵

There is 1 job as a money manager, making money. Why would fees be determined by anything other than how much money you make? It is obscene intellectual masturbation to see stocks incessantly go up and think beta neutral is the only way money should be managed

@nuancerocket Why would LO fees be lower arbitrarily

@MBbiotech @Biohazard3737 lol what?

@DConstantin84 @zoomyzoomm what happens when you click? works for me but i made it ofc

@DolphinBoi6 @ConsensusGurus @laurenbalik There are ways to manipulate ROAS over short term. ROAS also sees negative pressure from massive rev growth all else equal Not saying it's guaranteed either way, but not that simple

@zoomyzoomm Feel free to critique:

@vladtenev watching retail pay 0.6% fees per transaction for the "future of finance" Selling $HOOD after a small gain in 2023 probably my 2nd biggest omission to date.

$DKNG earnings poll

$TWLO earnings poll

$COIN earnings poll

@_RomainGauthier Just have Cloudflare buy them and go up 20% from mult arbitrage

@bucketshopcap Advertiser guiding QoQ +50% growth is pretty unprecedented for Q4->Q1 Advertising side could do +200% next year at ~80% margins

@atelicinvest Probably well. Just jerk off with LPs over quotes

Really the quarter to go long consumer slop and short everything else huh

Wearing my Croc's and reading about $CROX Great job guys

$HIMS up 18% because of an article in Forbes is pretty hilarious Probably the best return basket is heavily accelerating toplines that have Wall St skepticism like $APP $HOOD etc

@fahdananta If only you held the HIMS too

@astridwilde1 The growth is extremely sudden Correct me if I'm wrong but the idea is basically TTD for mobile? Except instead of a marketplace they scalp the difference? Surely that's not sustainable for margins?