Brant Prewitt

@compound248 Question is whether opportunity is being created. I did reasonably well buying a handful of retailers after the Amazon whole foods deal was announced. I strongly suspect I'd fare far worse if I tried to wade into this in a meaningful way though. I'm too dumb for software.

Anthropic is doing to SaaS in three months what it took $AMZN 15 years to do to retailers. 💀🏜️

The $wix collapse after their massive move to buy in almost 1/3 of the float is fascinating. Anyone close enough to have a solid conversation on this name?

Hey guys, a change in strategy eliminated my role today so looking for a new gig Can give more details in private but 3 YOE doing L/S at a FO and another yr or so interning at a $1B+ HF Will move anywhere

We’re moving the needle 📈 We’ve officially doubled our paid rides per week in less than a year. This is what responsible and effective scaling of autonomous technology looks like.

The recent Bloomberg article about $ntdoy Switch 2 demand woes does not concern me on bit as someone hoping to own this name for years. The new pokemon world builder appears to be a hit, and Switch 2 mainline Mario, Zelda etc will grow the user base when the time eventually comes

I have a genuine curiosity what market will look like for $gcts 5g chips over time. Anyone following closely? Perhaps those that were in the weeds once upon a time on $gogo?

The $pins news that matters isn't the stake disclosed today... It will be the announcement of the gutting of the cost structure that is just around the corner.

@forwardshortleg Frankly, I'll probably add a tiny bit. I'm no expert in this field by any means. They seem to have a high quality product and we know Adobe was willing to pay ~twice current price for them not very long ago. That's the whole thesis I'm afraid.

@Bprew7 Looking to add? 🤔 This drop doesn't make any sense

Figma one of the most rapid 30% gainers I've had.... and it's sized such that it isn't even a rounding error on a rounding error lol. Typical

Spending a few minutes brushing up on $bkng this morning, but inclined to be a buyer before noon. On ttm dividends+buybacks it's a 6.5% yielding asset with growth, and a long track record of being a well-managed true compounder. I've bought worse, I know that much lol.

@RealJimChanos Follow ups? What a novel idea... These analysts didn't want to ask anything. The lone question on related parties etc was basically "here's the set, tell us what we want to hear". Zero probing.

The obvious follow-up question to this is: Do affiliated entities ultimately purchase loans originated by $CVNA, and if so, from whom? Are there third parties in-between Carvana loan originations and Bridgecrest/DriveTime purchases? Or other similar structures?

That is... quite the pay package / 5 year price target over at $RELY @mario_cibelli

The $cvna Call was not, in fact, lit. The lone question pertinent to short report was basically "take 90 seconds to tell us what we want to hear". In fairness, management asserted 100% no loan sales to related parties. Either that is so, or he put himself in quite a pickle.

Geezus $cvna... call going to be "lit" as the kids say.

Fortunately, $rely having a bit more impact today (so far). I've had some really interesting chats with some of you on that little company, and all the given and take is massively appreciated. Haven't gone through everything properly yet, look forward to the work.

@BondKingJanusH1 I was old before my time, and now I'm just plain old lol.

@Bprew7 Sus is more like it pops

$CVNA we wonder what was in the sealed ex-parte order granted on 2/12 at plaintiffs behest (cc'd to $CVNA). The order came hot on the heels of plaintiffs obtaining the improperly withheld Drivetime attachments per judge's order. Our guess: 3P subpoena to @GrantThorntonUS. 🍿🍿

I've often described Roku as scrappy... this I think supports the use of that adjective. Source: nielsen.com/data-center/th…

Y/Y YT gained 1.6 pts, $roku gained 1 full point. Behind them is Netflix in 3rd followed by Amazon. Everyone else is a share donor at this point, in this particularly category/framing. Roku w/ more viewership gain than AMZN despite their OS push/distribution advantage.