Bobby

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

Yes. Spike that vol. @given2tweet

@Biohazard3737 Isn't Reta going to be better / bigger than Tirz?

The UI at @hulu is so horrific. I turn on college basketball almost every single night and the sports tab is pushing me NFL Redzone? The Longest Yard? Tennis Today? We’ve got agentic AI running on people’s Mac Mini’s and Disney/Hulu unable to roll out a competent algo?