Not a Tiger Analyst
@nottigeranalyst
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don’t be a consensus hugger
the tenderloin
Joined May 2022
pov me crafting a banger to Seth O to triple head-fake reverso the positioning on a stock
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seeing anyone in public w/ a happydad hat is the ultimate ick to me
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buyers supporting it at these levels - which still seems silly to me given it’s trading at ~12.5x fy’26 revs lmk what u think
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I assumed this was a joke, read the article and still think it’s a joke
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now try shorting it
For those who can read cash flow statements, you'll see below that $PLTR doles out more cash in stock comp than it generates in net income to the tune of hundreds of millions each year. The entire business is a scheme built to move money from shareholder pockets to the company insiders, who systematically dump their issued shares onto retail bagholders Good thing the bulls can't read cash flow statements, or the insiders might have a problem on their hands
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@XanderXanXan I find the artists personalities aren’t big enough or cool for lack of a better word Vs like jayz in early 2000’s No alternative idt, just a natural trend of what’s popular atm
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$zi going w/ the klarna approach here lol It’s probably appropriate to believe the opposite of what that mgmt team tells u
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Does Lattimore just beef with everyone? I kinda love that
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the Oklahoma onion burger @ hamburger America was actually a life changing experience
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@bucketshopcap For specialists I think it’s very helpful to improve the efficiency of the “generalist” work for their adjacent sectors For a software analyst it helps them ramp/stay up to date/dialed in on other areas (semis, internet etc) that can be important to their coverage
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