Charles Levy

@JonnyRoot_ He’s literally saying the opposite of what you think he’s saying. Moron.

This statement from Rory McIlroy after blowing a historic 6-shot lead, comes across as wildly arrogant & has a mentality of “one Masters championship is enough for me” Tiger Woods would never answer a question like this.

@longbagzz @taobanker Not involved and not a strong opinion either way but isn’t this a biz where volume has higher incremental profit than price? If they pushed price too far and are finally addressing it, coming off an awful snow year, it d be worried this is max negativity moment.

I am short $MTN - Cut pricing on their Epic Pass which is unprecedented aside from in 2021. - skier visits / volume down 12.5% yoy - a weak skiing season in N.A. creating - anecdotally hearing people not buying epic pass due to uncertainty around weather. - Not really cheap on an FCF/EV yield. End of the day: this is a deteriorating business and there is clearly a volume problem and now they are cutting prices to fix the volume problem. On high op leverage this crushes ebitda.

@Investmentideen “Wix is officially dead”

The average business wants to make money but doesn’t want to spend anything on a good expensive designer/ ads manager nor does it know how to make all this themselves. As soon as people figure out how easy, fast and cheap it is to make a 10x better site with higher ROI, they’ll switch. Not tomorrow, but eventually.

$WIX is officially dead. Just redesigned an entire website, hosted it on Cloudflare, and integrated a form that announces submissions via Telegram–all done by Agentic AI in under 24 hours. Cancelling my WIX subscription next week.

@negligible_cap Why is the consensus view that the fed will raise rates during an oil shock?

Trump put himself in a pickle and it’s pretty much impossible for him to TACO now. The Iranian military countered his “48 hour to open the Strait” threat by saying that it will target “all energy, information technology, and desalination infrastructure belonging to the US and the Israeli regime in the region” if Iran’s fuel and energy infrastructure is attacked. It’s not that Iran can really ramp up attacks much more than they already have, but Trump showed his cards: contrary to his prior statements, he is desperate to open the Strait. And if the 48 hour threat cant work, then everyone knows how powerless he finally is. Oil will rise further and remain elevated, inflation will creep in, rate hikes will start getting priced in and Trump will be forced to put boots on the ground. Mind you, boots on the ground will take at least a month from now, likely more, and will probably lose republicans the midterms (if the inflation doesn’t already) The 48 hour ultimatum was a risky and potentially impulsive play by Trump and now it looks like it’s backfiring

@PaulYacoubian Cmon…Spending your entire market cap on opex annually is impressive

worst p&l award goes to Sprout Social. Good god.

@StockJabber It’s in carvana’s k…

The SEC recently released its FOIA Logs for February 2026 Companies with likely undisclosed SEC investigations: AppLovin Semtech Under Armour Movado Group The Trade Desk Dycom Industries Tradeweb Markets Carvana + DriveTime This short list shows a huge slowdown in SEC Enforcement activity under the Trump Administration. CC @direports

@systemlayers @drvolts A lot more toilet usage than sink usage…

@drvolts A few years ago UCLA did a study on room usage. I often think about how useless a porch/dining room is. Why hasn't there been more innovation around how people ACTUALLY use their space in their homes? wsj.com/articles/SB100…

@mathlonning I haven’t looked into it but ask an LLM why it’s down so much. I’ll bet just about anything it’s accounting related to the IPO, not management controlling dilution. Look at RSU grants that’s what matters.

$RBRK SBC spend went from ~900m to ~315m YoY. I haven’t digged into what next year looks like, but I like this a lot. Guided for over 200m of FCF next fiscal year.

@qualityequities Your personal robot going right down the NYSE to place trades itself…totally frictionless

Disintermediation - $HOOD Robinhood & $DASH DoorDash: This is a fancy way of saying cutting out the middleman. If an AI agent can find the best trades or the best food delivery options automatically, the brands we use today (like Robinhood) might lose their direct relationship with the customer.

$JEF Jefferies analysts are warning that AI will tear down the moats of several well-known companies. When a moat disappears, the business becomes a commodity, prices drop, and long-term returns vanish. Here’s the list:

@JerryCap @FishtownCap Sitting on your phone believing certain accounts and not others is doing your best?

Reports from Iranian state media (Tasnim, IRNA), Al Jazeera, NYT, Guardian, and others describe the Minab girls' school strike as part of today's joint US-Israeli preemptive operation on Iran. Some outlets (e.g., Al Jazeera mapping, NBC) attribute this specific hit to Israel; most call it US-Israeli jointly. No public details confirm exact missile origin or launcher-event is hours old, no independent verification yet. I'm doing my best to understand what's happening. I don't think you are.

who are the terrorists?

@TeaBagCapital I think your my favorite CVNA bear. Other people raise points that don’t make sense or matter. You don’t understand them…just say “interesting” and repost.

This is an interesting point. Despite this language, the 10k indicates that $CVNA reported no income on its tax return. How does the most profitable used-car lot in the world not generate any reportable income?

@EndicottInvests It’s not a bad look. He’s a bad guy.

$HIMS CEO. scheduling a sale right after doing “👀” on a short seller post. Terrible, terrible look. Not a fan at all.

@RealJimChanos Even chanos becoming a second derivative guy

$WING, yikes!

@himshouse It’s almost like you haven’t been doing this very long

🚨 BREAKING: MAREX GROUP TAKES 1.08 MILLION SHARE STAKE IN $HIMS - $11.5B total portfolio value - Robinhood is their #1 holding - $HIMS debuts as their 10th largest position - Other notables in top 20: Nvidia, Tesla, Reddit, Rocket Lab, Tempus, IonQ, Gamestop

@PVofFCF Left out one important point…

Baron Global Advantage Fund on initiating $LOAR - 85% proprietary aerospace parts - 50% revenue from high-margin aftermarket - High barriers to entry + pricing power - 10% organic rev growth / 15% EBITDA - Proven M&A strategy (17 deals in 13 yrs) - Long runway to compound at mid-teens rate

@QuiverQuant Jim Simons is dead…

BREAKING: Renaissance Technologies, founded legendary mathematician Jim Simons, has filed a portfolio update. Palantir, $PLTR, is the largest holding. They opened a new $421M position in UnitedHealth, $UNH. They also opened a new $7M Bitcoin position. Full portfolio below.

@Abude_al_asaad I bet your friends love that

I wasn’t born American, but I tell my friends “You’re American by accident. I’m American by choice.” I came to this country at 18 on a scholarship, drawn by the idea of America: the dream of ownership and financial freedom. That dream shaped me, but I’ve also seen how it’s slipped out of reach for so many others.

It’s been almost five years to the day since the idea first hit me. I was working at Goldman Sachs, watching wealthy clients grow their fortunes. There was nothing magical about it — they just had the one thing that mattered most: capital to compound.

@TheHoopHerald His dad played in the nba

All young guards should watch Jalen Brunson play Not a ridiculous freak athlete, doesn’t have great size Plays with pace and is really skilled. You don’t have to be gifted genetically to be an excellent basketball player

@NickKristof Says the desk jockey…

Oregon officials confirmed reports that when their fire trucks rushed south to help with LA fires, California first required them to undergo safety inspections in Sacramento. They say this wasn't a big deal. But slowing first responder vehicles from a neighboring state in a life-and-death emergency sounds to me like regulatory overreach. apps.oregon.gov/oregon-newsroo…