You might like
2025 L/S Ideas Longs: SE, AMZN, HLT, CP, UBER Shorts: VEEV, PATH, AMRK, CHH, DOCU
Repvue claims they have 5-15% of reps participating at companies in their coverage. Is this even remotely true / is there any way to validate this?
HCP +22% / GTLB -28% seems like a good time to close this out
any reason long HCP / short GTLB pair doesnt work well over NTM? multiple spread v.s rest of infra peer group has gotten silly. could argue setup for #s revisions better for HCP too (one has a DR headwind and tough comps on a price increase and the other doesn't)
any reason long HCP / short GTLB pair doesnt work well over NTM? multiple spread v.s rest of infra peer group has gotten silly. could argue setup for #s revisions better for HCP too (one has a DR headwind and tough comps on a price increase and the other doesn't)
love software as much as the next guy but i think as a LT investor, if you're raising or lowering terminal discount assumptions because the Fed hiked/cut you either 1) do not know how to do valuation or 2) were making incredibly aggressive assumptions and deserve to be blown up.
Kind of a mystery why $NFLX is up with FX + incremental US fixed cost slaughtering op margins and Q3 sub guide below expects...this surely gets faded.
United States Trends
- 1. All 20 N/A
- 2. Usha N/A
- 3. Davos N/A
- 4. Pass the Save Act N/A
- 5. Stocks N/A
- 6. Trevon Diggs N/A
- 7. Chloe N/A
- 8. Saka N/A
- 9. Packets N/A
- 10. Monaco N/A
- 11. Mosquera N/A
- 12. #INTARS N/A
- 13. Dortmund N/A
- 14. $NFLX N/A
- 15. #HouseOfVillains N/A
- 16. Macron N/A
- 17. #HelloCompetition N/A
- 18. RIP Bear N/A
- 19. Ceballos N/A
- 20. Gabriel Jesus N/A
You might like
-
MrRatable
@MRatable -
DaRazor
@akramsrazor -
Andy 🍕🏔️
@bizalmanac -
Biggie Capital (fka Hem, fka LFG)
@lfg_cap -
TMT Jack
@TMT_Jack_ -
FLinvestor
@FLinvestor_ -
BCap21
@b_cap21 -
Charioteer Investing
@Chariot_Invest -
Southpaw Cap
@SouthpawCapital -
TBall Coach Black Sails
@BlackSailsRsch -
CrosscheckC
@CrosscheckC -
Buyside Bogey
@buysidebogey -
📉 Bad Money Guy📉
@BadMoneyGuy -
Turtle Capital
@TurtleCapMgmt -
Jigsaw
@JigsawCap
Something went wrong.
Something went wrong.