Bandit Capital Management
@nbanditx
Markets explorer, 99% fundamental equities 1% crypto memes (or vice versa)
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…
PROMPT: X, I'd like to learn more about $APP stock promoter Olivia Kory and her company, Haus. I want the goods, the dirt, the jewels, the info. I've noticed many of the brands she represents via Haus are using the AppLovin related party Flip pyramid scheme for end sales. Most…
Citadel $GRAB your cash
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: 🧵
S&P 500 sector valuations..
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. >>
Exercise for the group: your boss shows you this chart and says hey shouldn't we be selling 10% OTM 1-month calls on all our stocks, won't we get higher total returns? What's the problem with his reasoning?
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
$LFMD is the better MD in the next 12 months
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