Jordan Elist
@jordanelist
Followers
1,392
Following
179
Media
69
Statuses
1,742
Founder @goodnight_mate | Previously at J.P. Morgan (Equity Capital Markets) and Halo Top (International Strategy)
Los Angeles, CA
Joined October 2014
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
#ปิ่นภักดิ์EP12
• 904544 Tweets
ANILPIN LOVE DEPRIVATION
• 885394 Tweets
ليفربول
• 707708 Tweets
تشيلسي
• 687304 Tweets
Palmer
• 335271 Tweets
Chelsea
• 248519 Tweets
Liverpool
• 210572 Tweets
Sanchez
• 169826 Tweets
Jones
• 164162 Tweets
Fenerbahçe
• 112220 Tweets
Slot
• 90639 Tweets
#LIVCHE
• 83670 Tweets
McDonalds
• 66205 Tweets
Sancho
• 45866 Tweets
Anfield
• 38659 Tweets
Watson
• 32653 Tweets
Vikings
• 31592 Tweets
Packers
• 29602 Tweets
Tosin
• 25360 Tweets
Neto
• 23566 Tweets
Mourinho
• 22903 Tweets
Jalen
• 22426 Tweets
Nunez
• 22301 Tweets
صلاح
• 22297 Tweets
الزمالك
• 21368 Tweets
#SAMvFB
• 18812 Tweets
Lavia
• 18703 Tweets
Caicedo
• 17134 Tweets
Ali Koç
• 15728 Tweets
Saquon
• 14372 Tweets
Colwill
• 14286 Tweets
Dzeko
• 13904 Tweets
Jordan Love
• 11603 Tweets
Achilles
• 11258 Tweets
Gibbs
• 10114 Tweets
Once again, if anyone has cancelled their $hims subscription due to their founder / CEO’s anti-Semitic remarks, your first month of
@goodnight_mate
’s sexual health solutions is on us. Our way of thanking you for standing on the right side of history
If you support Israel, cancel your
@wearehims
subscriptions immediately. You can get similar products elsewhere for cheaper anyway.
159
483
3K
104
240
2K
I ultimately see $SE as a combination of three massive businesses - online gaming, online shopping, and digital banking, all fast growing and with MASSIVE potential. On top of that, they’re operating in SE Asia, which is one of the fastest growing areas in the world
9
23
220
After pricing its IPO at $30/share in November, $OZON closed its first day of trading +34%. It has since traded up an additional +18%, bouncing back and forth in a tight $41 - $48 range. Here is why I'm long $OZON:
11
19
152
For all the customers who have cancelled their $hims subscriptions, for all the doctors who have cut their ties with the company, and for all those who have stood up against their CEO's hateful words, we see you and we thank you for standing up for what's right
10
6
139
With $SE announcing a follow-on offering today, let's look back at how the stock performed after its last issuance in December 2020, which raised over $2.5bn.
8
19
137
On 09/17/20, $U (Unity Software) priced its IPO at $52/share after filing its S-1 at a $34-42 price range. The stock traded up +31% on its first day, and has since traded up an additional 117%. Here's why I'm bullish on $U in the long-term:
7
17
99
And just like that, comments are turned off. Looks like $hims founder has realized that his anti-Semitic comments come at the cost of losing business to people who stand on the right side of history. Just look at today’s -8% stock move on a day the market rallied big.
16
12
99
Looks like Moiz didn’t like me calling out the CEO of $hims for his hateful and incendiary comments. I’ve got no issue with Moiz disagreeing with me, but blocking and ignoring another person’s point of view will get us nowhere closer to peace. A real shame
14
3
89
@Elex_Michaelson
@KarenBassLA
@RickCarusoLA
What a complete joke. Caruso is the most qualified candidate we’ve had to run our city and he’s the perfect candidate for this moment in particular. And yet, the people of LA choose a candidate who’s guaranteed to continue the same failed policies that got us into this mess
22
0
59
Thanks for having me on,
@MadsC007
. Was an absolute pleasure! For English-only speakers, feel free to start listening at around the 18:10 mark
Our laterst podcast, in danish, However a great interview in english with
@jordanelist
about the IPO-proces, Jordan helps understand valuations of IPOs, SPAC and direct listings
8
0
84
2
2
50
@moizali
(1/2) Moiz, you know I have a TON of respect for you. But a few things here:
1) So much for free speech. You read something you disagree with and your instinctual reaction is to want to sue?
13
1
51
Just increased my short position in $hims. With a non-nuanced founder / CEO like this at the helm, it’s a no-brainer
Moral courage > College degree
If you’re currently protesting against the genocide of the Palestinian people & for your university’s divestment from Israel, keep going. It’s working.
There are plenty of companies & CEOs eager to hire you, regardless of university discipline.
5K
2K
10K
7
5
45
If anyone has cancelled their
@wearehims
subscription due to their CEO’s recent comments, and could benefit from an all-natural men’s sexual health solution from
@goodnight_mate
, hit me up. Your first month’s supply is on us 💪🏻
And after 10 year using Hims, I have happily canceled today.
372
460
7K
5
1
38
To me, this is really Amazon + PayPal + Activison all in one, and at just over $100bn market cap, the road to AT LEAST a $250bn market cap is very clear to me. There will undoubtedly be multiple 20% drops on the way but if $SE isn’t at $500 by 2025 at the latest I’d be surprised
1
2
36
@bryanrbeal
@goodnight_mate
That gets you a free month of
@goodnight_mate
too. DM us what you’re looking to try out
2
1
33
A few similarities I’m seeing between $SE and $TSLA.
1) TSLA had a ridiculous short float and as it started to take off, a short squeeze (people covering their shorts by buying the stock) caused it to go up even more
2
1
26
In $SE's case, the $6bn+ in funds raised will likely go towards fueling LatAm, India and Eastern European expansion, which will pay handsomely in the long run. Best to avoid the initial price dip, but after that, I'll be ready to add to my position.
3
0
25
@thestuff_ai
@goodnight_mate
Yes sir 🫡. Post it here we’ll DM you to follow up with details for your
@goodnight_mate
order
1
1
22
Shopee was the second most downloaded shopping app in 2020, with nearly 2x as many downloads as their closest competitor, Lazada. Long $SE
0
2
21
@EdWhelanEPPC
For the same reason the govt treats these institutions as non-profit organizations as opposed to the profit-maximizing private enterprises they actually are
0
0
19
@titter_ke2age
@saxena_puru
What he said makes sense. Bear market really = dead count bounce. We're still in a bear market. There are rallies within a bear market, but the downward trend continues
1
0
20
@RandallHumbird
@KevinKileyCA
@POTUS
If the government is running an excessive surplus wouldn’t you think they’re overtaxing their people?
4
0
18
The fact that this
@CNN
graphic includes
@AsaHutchinson
in lieu of
@VivekGRamaswamy
tells you all you need to know about their efforts to alter the reality on the ground
#IowaCaucus
1
4
19
@LCI_Burbank
@RickCarusoLA
@KarenBassLA
Really? Because Garcetti spent billions of our tax dollars and the problem has only gotten worse. Solving the problem requires a real leader in City Hall and Caruso is that person
3
0
15
@mon5u
Probably just people downloading the app so that they can cancel their subscription...
6
0
14
@APDiploWriter
Going to miss you grilling him. You’re one of the few who held him and the
@StateDept
accountable
0
0
16
@saxena_puru
Out of curiosity, if you knew this was the case, why did you start going long a few months ago while the Fed was still raising? I understand that you’re now short but why did you rush to jump back into software names, even though they were down 70%+, if the Fed controls all?
7
0
15
@Elex_Michaelson
@RickCarusoLA
@MarlaTellez
@FOXLA
We would have been fortunate to have Rick Caruso as our Mayor
0
0
15
It's an exciting day here at
@goodnight_mate
, as we launch not one, not two, but three new all-natural men's sexual health supplements. Our five solutions now address the most common and frustrating issues most men experience at one point in their lives
7
0
15
0
0
15
@Marlin_Capital
You’ve been absolutely spot on each step of the way these last few months. Your chart showing historical rallies within an overarching bear market has helped me stay disciplined and out of the market during this carnage. Thanks so much, David
2
0
14
@CramersButthole
@saxena_puru
You’re not factoring in how much additional equity they issued over this time period, thereby diluting existing shareholders. So while the share price may be the same, the market cap may be higher…
8
0
13
@spencerrascoff
Would make sense. Why leave that much cash on the table when the investor demand is clearly there but banks continue to inaccurately gauge that demand and price these IPOs?
2
0
14
@DavidSacks
Come on now. A mid afternoon face mask and kombucha break definitely entails some work
1
0
13
Which post-announcement, pre-merger SPACs are you most excited about? I've got my eyes on:
$HEC (Talkspace)
$LGVW (Butterfly Networks)
$SSPK (Weedmaps)
$FCAC (Sharecare)
$STIC (Barkbox)
$DMYD (Genius Sports)
$BFT (Paysafe)
$FTOC (Payoneer)
5
1
14
2) They’ve used the money from that to fund the growth of Shopee, their e-comm arm. It’s growing very quickly and taking market share from other big players including $BABA-backed Lazada across SE Asia (just overtook Lazada in Thailand)
1
0
14
@Elex_Michaelson
@KarenBassLA
@RickCarusoLA
Karen is the embodiment of failed Democratic policies that have ruined our city, is embroiled in a corruption scandal for a USC scholarship, and has no plan to effectively address our city’s most pressing problem, homelessness, and yet she has the lead. What a joke.
1
0
13
@MorningsMaria
@shervin
Beautifully said,
@shervin
. The US has a responsibility to stand with the people of Iran if it claims to stand for democracy around the world.
1
1
12
@ajc_ajp
@goodnight_mate
Thank you. Truly not doing it for marketing. Just wanted to call out how morally corrupt the founder / CEO is
2
0
13
Plus they’ll eventually get into food delivery and online health services down the line. Forrest Li has mentioned his desire to grow out these businesses seeing that they have massive potential. Also already growing core businesses rapidly in Brazil too!
3
0
13
$OZON has invested heavily in its fulfillment
infrastructure to solve the logistical challenges of shipping goods in Russia, and now offers next-day delivery for over 40% of the Russian population. $AMZN, $MELI, and $SE have all proven that investments in logistics pay off
1
0
13
$SE MSCI index inclusion to take place in May 2021. Likely to see similar index inclusion buying that we’ve seen around $TSLA the past few weeks. Long $SE
0
0
13
3) They’re just getting started on the digital banking side of things, which has such massive potential. Already granted license in Singapore. Murmurs they got it in Indonesia too. They’ll be able to offer but now, pay later, financing, etc
2
0
13
1) They started off as just a gaming company with Free Fire. That game has been an absolute cash cow for them and they’re using that to fund their other businesses. The game shows no sign of slowing down. To the contrary, it’s still growing with online gaming leagues popping up
1
0
13
@bandholz
There should be a way for D2C brands to collectively share customer e-mails of wrongful chargeback submitters so that we can all prevent them from placing orders on our sites
0
0
13
In fact, it would be silly of $SE not to complete this transaction with the share price having run up this much. The timing of this transaction only makes me respect the management team even more
1
1
12
@shervin
@MazJobrani
I'm the founder of Baaz Bites (), tahdig cups and vegetarian stews shipped right to your door!
4
1
12
@cholasoy
@Elex_Michaelson
@KarenBassLA
@RickCarusoLA
Sure I am, Susie. Enjoy life under a Karen Bass-led LA. I’m sure things will be turning around in no time!
3
0
12
Anyone in my Twitter network have contacts in Russia? Would love to get some on-the-ground perspective on how $OZON is doing, and whether it's truly taking on the likes of Wildberries and AliExpress. If so, seems like there's significant upside in share price here
5
1
12
@LiviamCapital
$SE has a clear opportunity to 5x and reach a trillion dollar market cap. $AMZN 5xing when it’s already worth more than $1 trillion seems unlikely
1
0
11
@cholasoy
@Elex_Michaelson
@KarenBassLA
@RickCarusoLA
😂😂😂 you’re right. More progressivism is what’s needed. I feel bad that you’ve got so much faith in our corrupt and inept government institutions. I hope you realize sooner rather than later that more government isn’t the answer to solving these problems
0
0
10
@eytanelbaz
Great decision to cancel, Eytan! You’re standing on the right and moral side of history. Your first month of
@goodnight_mate
is on us if you’re canceling a sexual health solution
3
0
9
@moizali
(2/2) 2) I have nothing against student protests. But giving them carte blanche approval without calling out the obvious anti-Semitic incidents that have taken place over the last two weeks simply fuels a fire of continued hatred
3
0
10
@shervin
@MazJobrani
And in case you're wondering, the Bean Baaz is ghormeh sabzi and the Pom Baaz is fesenjoon. And
@MazJobrani
has tried them!
1
0
10
@Elex_Michaelson
@RickCarusoLA
for Mayor /
@jonelist
for US Senate /
@ShellenbergerMD
for Governor - the trifecta!
0
0
10
@SEAjewce
@TheMarkCooke
, in addition to the incredible business fundamentals, looks like there’re other factors that could make this an even bigger winner in 2021
0
0
10
Great time at
@allinsummit
Night 1 with
@Jason
and the rest of the Besties. Probably heard
@Jason
say he was all in at least 5 times 😂
0
0
10
@heyalexfriedman
Same exact thing recently happened to my Grandma in Beverly Hills. Met with the BHPD, and they said it had all the signs of a Chilean crime ring.
1
0
10
$CPNG (Coupang) hit the public markets today. The South Korean founder-led company is the largest e-commerce player in Korea, offering both by direct sales (92% of 2020 revenue) and its third-party marketplace and services (8%). My take on the name below:
2
1
10
Be the face of your own brand on TikTok, they said. You'll be able to foster such a supportive and loving community, they said.
2
0
10
The stock has never seen levels that low again, and has since doubled in price. Moral of the story: primary issuance follow-ons offer a GREAT opportunity to increase your position in the company when the story remains intact
1
0
10
The MSCI November 2021 Semi-Annual Index Review will be taking place with an announcement date of November 11 and effective date of December 01. $SE currently has a weight of 9.66% in the MSCI Singapore Free Index (SIMSCI INDEX) and that will rise to 17.61%
1
1
10
E-commerce penetration in Russia was only
6.0% in 2019 (up from 4.3% in 2017), compared to 27.1% in China, 18.3% in the UK, and 15.2% in the US. This demonstrates that there is still tremendous growth potential for not only $OZON, but even $OZON competitors such as Wildberries
2
0
9
@Fernand43240669
@Zen_Options
$AMZN burned a ton of cash before they turned profitable. They should be sacrificing profit in the name of market share for now
0
0
8
Will be interesting to see where $SE prices its follow-on offering. I'm expecting a tight discount to closing price today given how much it has already sold off. My guess is (1.5%) discount to closing price today, which would mean being priced around $318
2
0
9
COVID-19 has accelerated the growth of Russian e-commerce, and $OZON has benefited from this
shift in consumer behavior, quickly growing GMV since introducing its marketplace model in September 2018
1
1
9
@lalovestrump
@Elex_Michaelson
@KarenBassLA
@RickCarusoLA
It’s really nuts. It absolutely blows my mind that it’s even this close. In what world could people simply what more of the same failed policies? Caruso is our best chance at real change and yet people aren’t even willing to give it a chance.
1
0
9
While it's unlikely that $OZON will have the same meteoric rise as $MELI and $SE have had in recent months, this is a name worth having in a diversified e-commerce portfolio. GS currently has a $53 price target on the name.
3
1
9
@clint_dalton
@KevinKileyCA
They’re not following the political science or the medical science. They’re following their made up science
1
1
9
@Stephen_Geiger
Don’t disagree with you but do you think the FDIC should just not protect customer deposits beyond a certain amount because of a bank’s failure to properly manage risk? Wouldn’t that just lead all to take deposits to Big 4 banks which have lowest likelihood of experiencing a run
15
0
9
After initially coming out at the $27-$30 range, $CPNG (Coupang) upsized its IPO and revised the range up to $32-$34, ultimately pricing at $35 / share. Yet, the stock opened at $63.50 (81% above the listing price) and closed at $49.25 (41% above the listing price)
3
0
9
@richard_chu97
Agreed! I’m extremely confident in $SE which is why it makes up 40% of my portfolio
0
0
9
Thank you to
@VICE
for highlighting
@goodnight_mate
’s all-natural approach to addressing PE, an issue that impacts nearly 40% of all guys
3
0
8
@saxena_puru
Do $SQ and Toast pose threats in the restaurant payments space, or do you see enough room in the market for multiple players? What do you see as $LSPD moat?
1
0
8
2) TSLA’s inclusion into the S&P index has caused it go up up ridiculously since the announcement 2 weeks ago. We’ll see significant SE index buying in 2021
1
0
8
@cameron_po
@goodnight_mate
Ridiculous. Let us know if you’d like to try anything from
@goodnight_mate
in the meantime
1
0
7
In the international e-commerce space, I personally continue to be more bullish on $SE, $OZON and $MELI, as well as $ETSY in the US, but I will continue to monitor $CPNG for a potentially interesting entry point
1
0
7
@Soumyazen
Just like how $SE blockbuster earnings only resulted in big jump for first 5 minutes of market open last Tuesday before the stock came tumbling down with the rest of the market
1
0
7
@Geiger_Capital
Looks like the stock fell by ~80% during Trump's term from 2017 - 2021. Any relationship between a Trump presidency and the stock's underperformance? If so, any chance that a Trump re-election could negatively impact the company's outlook?
0
0
7
@skaushi
@FromValue
Only issue is if you’re holding options, where you’ve got the time pressure as well
1
0
7
@SaadMalik
@moizali
@AndrewDudum
I never said Andrew didn’t have the right to say what he said. He has every right to share his thoughts. But he can also expect some to call him out for it when he’s falsely accusing a group of committing genocide
3
0
7
Here’s a good sign that you’ve got a successful piece of ad creative: people are tagging their friends to watch the video. 1 paid view can lead to 4-5 free organic views, and the increased engagement can lead to lower CPMs.
2
0
7
And as
@saxena_puru
has mentioned, with a weakening US Dollar likely to come from additional stimulus, international names are now more attractive than ever (as the value of their earnings on a US $ basis increases with a weakened US $)
1
0
7