Bobby

@RealGadge @BetRivers You’ve been on 🔥 buddy. Keep it rolling. One of the best handicappers in the game!

@trygln88 @BetRivers 🤣 Of course you are!!! I'm 5-1 in Super Bowls, my only loss was the "perfect season" All good things do come to an end. Have a blast!!!

Who advances to the title game? @RealGadge looks at the spread and wonders if UConn can get another win against a tough Illinois 🏀 Check out BetRivers Banter on the app or at BetRivers.com for more takes like this! Gambling Problem? Call 1-800-GAMBLER

@RealGadge @BetRivers En route. I’m 6-0 all time at Final Fours. Gotta factor that into your model. 😜

@trygln88 @BetRivers Their luck runs out tonight.

Captive audience. What guy isn’t saying yes to the Sedona retreat with a 30% premium?

8 figure business idea- Picture a luxurious weekend escape designed exclusively for women and children — a chance to unwind, recharge, and indulge in world-class wellness experiences while someone else takes care of everything. It happens to be during first weekend of NCAA wknd.

@SowingAlphaSeed Nurture > nature.

@SowingAlphaSeed I’ve got a check ready. Just say when.

Humble brag, but this account has been kind of a surreal experience for me. It's a hobby that only my wife knows about, but I've had a few family offices and a number of high net worth individuals DM me saying they've used my analyses in their investment decisions. Will be fun if/when I can do this more full time and do things a bit more rigorously.

@RealGadge Huskies since I said we are on fraud alert

Villanova 1 for 4 from the line It feels like it’s gonna be one of those weeks.

@given2tweet Not as good as the guy in bbg chat who said "acor is a zero." Remember that?

@mr_Benny_Chan @blue_chip1 @nikzealand @cvna Of course. That is the only way they actual make money.

@blue_chip1 @nikzealand @cvna Decent FICO score here. I got quoted 8.5% from $CVNA while $KMX offered 6.5% on a Chevy Malibu.

Fundamentally, $CVNA is NOT offering better Value to customers (same exact car example below). => The only thing they offer, is to finance customers rejected elsewhere!

@RealGadge Can’t even complain about you taking Nova. My Huskies are on fraud alert!

Saturday College Hoops 🏀

@NaderAlterEgo @duncetancapital Account seems like engagement farming. I don't have high hopes for this short report. If we even get one. Hope I'm wrong.

@duncetancapital Where’s your report on $CVNA ?

Perfect storm of @GothamResearch report and Federal Judge ruling Garcia has to turn over the DriveTime records?

Could this finally be it for $CVNA ? Earnings in one week... @GothamResearch @GrantThorntonUS

Sadly, I was already out of the name prior to this data. No complaints though. Still rooting for them going forward.

What a wild ride since Helios B data in June 2024. These 3 PhIII seemed far away. Not only did they execute well on acoramidis but they went 3/3. Will likely have four commercial products soon. Obviously the stock worked well from mid to low $20s. Great call by @given2tweet $BBIO

@NUCLRGOLF Wife sent a letter? No wonder they said no.

🚨🗣️🚫 NOT NECESSARY — Suspended PGA Tour star Wesley Bryan reveals that after Brooks Koepka was permitted to return, his wife sent a detailed and thoughtful letter to the Tour, but the response they received was that “no conversation is necessary.” Bryan remains suspended for participating in a LIV / YouTube influencer event. ➡️ Is it time to free Wesley? (🎥: @DanOnGolfShow / @Skratch)

This stung.

@_Pat_Connolly I think it’s an ice cube. I was short in $80s but covered way higher than here so what do I know.

@trygln88 Yeah perhaps it’s safe from vibecoding but not from adobe who ‘should’ win the signature market

Is $DOCU piquing anyone’s interest? 12x forward earnings IMO the long tail of users / API connections insulates it from the vibecoding discourse