Adam Cavanagh
6.9K posts
Adam Cavanagh
@AdamCavanagh1
BTA ➰ RL with three exits (acq’ by @shopify, @messagebird & @peak_hq).
London Katılım Şubat 2009
2.5K Takip Edilen920 Takipçiler
@TheConnorPils Some watch baseball, some read headlines and box scores. We good :)
English
The Braves have played ONE (1) game against a team above .500. They lost it.
The Yankees are 1-5. The Padres are 3-5. The Dodgers are 4-3. The Brewers are 2-3. Yet SOMEHOW, the Cubs who are 8-5 get the “fraud” label?? Miss me with that lol
English
@stressedcubfan It was clear we needed Seiya's bat. Changed everything.
English
JUST IN: “MLB Clubhouse” is here and ready to engage the next generation of young fans! ❤️
MLB will now have a new YouTube channel for kids with youth-focused content to bring kids closer to the game than ever before. The MLB Clubhouse lineup will feature weekly shows called “The Doug Out!,” “MLB Art Club,” “No Easy Outs,” and “Let’s Play Ball” along with weekly highlights and compilations for kids!
English
@willahmed And this? x.com/bevel_health/s…
Bevel@bevel_health
Whoop filed a lawsuit against us, and this is our response. TL;DW: - June 2024: Whoop's Corp Dev reached out wanting to "explore collaboration" - 5 months later: cease and desist letter - Their demands: disable dark mode (ours defaults to light mode), rename common words like "Strain" and "Recovery" - We pushed back. Our lawyers exchanged letters for months. Then they went silent. - 2 weeks ago: sued us in Delaware with no warning - Their 111-page complaint claims our UI copies theirs but many of their own screenshots contradict their claims - Fun fact: Whoop updated their home screen to look like ours, not the other way around Watch the video below to learn more ↓
English
You have no experience.
You’ve never started a company.
You’ve never had a full time job.
Nike is going to kill you.
You’re a kid.
You don’t have technical skills.
You shouldn’t build hardware.
Apple is going to kill you.
You can’t build hardware.
You can’t measure heart rate non-invasively.
Athletes don’t care about recovery.
Under Armour is going to kill you.
It won’t be accurate.
You don’t listen.
You’re an ineffective leader.
You can’t recruit great talent.
You’re going to have to pay every athlete.
You can’t measure sleep non-invasively.
It’s too expensive to research.
Athletes are a small market.
The product costs too much to make.
The product costs too much to sell.
Your valuation is too high.
Consumers aren’t going to want it.
Hardware is too hard.
You should measure steps.
Fitbit is going to kill you.
You can’t build a marketing engine.
You can’t raise enough money.
You need a real CEO.
Google is going to kill you.
You can’t be a subscription.
You can’t build a brand.
You can’t do consumer in Boston.
Your valuation is too high.
You shouldn’t make accessories.
You shouldn’t make apparel.
Lululemon is going to kill you.
You can’t predict Covid.
Stay in your niche.
You are going to run out of money.
You can’t build a health platform.
Amazon is going to kill you.
You can’t measure blood pressure.
You can’t get medical approvals.
The market is too small.
You don’t understand AI.
The market is too competitive.
It won’t work internationally.
The supply chain is too complicated.
You can’t build an AI.
You can’t raise enough money.
It’s too competitive.
Healthcare isn’t going to want it.
…
Just keep going ✌️
English
Alright let's dial in on Webb here. He has a fascinating pitch profile.
That changeup is interesting. See how he gets more tail/run with the green changeups there compared to average? But the red 4seam actually is about league average in run/tail (with a bit more carry). That's what made his productive last year. You'll see that profile against lefties.
Then he has the gold sweepers for righties—so Counsell can use him against both handedness when he's on.
English
@WallStreetMav @JesseCohenInv Being public, the markets, constant expectation of ‘more’ for less.
English
@JesseCohenInv What happened to the food quality?
English
🚨🇺🇸 Restaurant stocks are in freefall.
What happened to the US consumer?
English
It really is that simple.
If you are a market maker, you should not be allowed to run directional bets.
You cannot profit from the privileged position of providing liquidity, earning billions from order flow and spread, and then turn around and trade against the very clients who have no alternative venue.
When clients are effectively captive, the playing field must be level.
Liquidity provision and proprietary directional trading should not sit under the same roof.
English
English
🚨 I BUILT A HOCKEY GAME IN A FEW DAYS (and it’s actually fun)
Stack:
• Codex 5.3
• @threejs
• @elevenlabs
• @MeshyAI
Next upgrades:
🏒 Real puck physics
🎮 Skill-based control upgrades
🎬 Player animations
🎙️ Better SFX + hype commentary
Should I open source it or turn it into a full arcade-style web game?
English
The answer is $3.2 billion in dilution over two quarters, and the per-share math is uglier than the EBITDA chart suggests.
SoFi raised $1.7 billion in Q3 2025 and another $1.5 billion in December, both at prices below where the stock was trading. That’s management selling the equity rally back to new investors while existing holders eat the dilution. Every dollar of EBITDA growth gets divided across a rapidly expanding share count.
The EBITDA chart looks incredible in isolation. $30M to $1.05B in four years, margins expanding from 9% to 29%. But institutional investors sold $5.5 billion worth of SOFI in the last six months against $3.4 billion in buying. The people with the best information are net sellers during the best earnings stretch in company history.
This tells you everything about how the market prices growth stocks. Revenue acceleration is table stakes. The multiple is driven by capital discipline, and SoFi just signaled the opposite. A company growing 37% YoY that repeatedly taps equity markets is either admitting the unit economics require external capital to sustain, or management sees the current valuation as a ceiling worth selling into. Both are bearish for the stock even if the business is thriving.
The stock ran 70% in 2025. It trades at 56x earnings with no dividend and a CEO publicly promising “long-term dominance.” Story stocks reprice violently when the narrative shifts from growth to dilution, and $3.2B in secondary offerings across two quarters is the kind of signal that sticks.
SoFi’s business is executing. The stock is repricing for the cap table.
Cole Grinde@GrindeOptions
Can somebody much smarter than I explain to me why $SOFI, a company that is growing by 30% QoQ is down 21% YTD?
English
What a wild start to the year and ending Jan with a literal bang!💥📉
Feb, ride the choppy 🌊
March -> April, get aboard the 🚀
May - who knows 📈
* 40% in 40 days
* 60% in 90 days
* The rest, unknown...
Lean into Blue Cantrell & just ‘Breathe’. 💥
English
Google dropped to $150 per share based on Eddy Cue’s ‘Google search has dropped on apple for the first time in 20 years’ comment. The world sold off and stated, ‘Google is losing, or worse, has lost’.
Six months later it’s doubled and at all time highs.
This will be similar - A perfect example of the markets/analysts not understanding the landscape/technology. What’s new.
Biggest discount on gaming companies/platforms you’ll see. Mop them up if you fundamentally like a stock/studio/platform.
This is a force multiplier for great companies.
English
I talked to two of the biggest shareholders in Ramp's competitors and they both admitted no one in B2B software has done a better job with brand marketing than Ramp. The founders of Ramp make big bets based on their own taste and intuition. And they have fun. Great example:
Eric Glyman@eglyman
Meet Brian. Brian’s been carrying accounting on his back for a long time. Super Bowl Sunday, he finally gets backup.
English
@ACInvestorBlog @finviz_com Investing versus day trading. These days are heaven. 😇
English
I’ve never seen so many stocks at extremely oversold levels while the market is at all-time highs something is wrong @finviz_com
English
BE HONEST!! Who cancelled their LAMBO ORDERS?!
Oooof lol
English
I’ve been tested beyond belief this year… just had to double check this. Obviously, these subjects aren’t Everton, Cubs or Packers fans.
English
@TouchlineX Most obvious penalty- ever. No point getting angry anymore.
English
🚨❗️The Premier League has admitted that Arsenal should have conceded a penalty during their 1-0 win over Everton in December, after the Key Match Incidents Panel narrowly ruled that referee Sam Barrott’s decision was incorrect.
The controversial moment came when William Saliba made contact with Thierno Barry inside the box, but VAR chose not to intervene. While Arsenal went on to secure all three points, the panel later voted 3–2 that VAR should have sent the referee to the monitor; a decision now viewed as potentially significant in the title race involving Manchester City.
Everton manager David Moyes openly criticised the officiating after the match, while Mikel Arteta declined to comment, citing that he had not reviewed the footage.
— @goal
English