jason schiff

@RevShark @TheFieldOf68 Arizona has a pretty good argument for best bench: Awaka and Dell’Orso would start on most teams

@TheFieldOf68 Now ask who has the best bench. There’s no doubt about that. Michigan

Which of the AP Top 4 has the best lineup? 🤔 Rank ’em 👇

@DougKass @TheStreetPro Isn’t trump’s proposal outside of auto loans?

I remain short (small-sized to adjust for $CVNA vol and my risk profile). I have 19 other individual short positions. Several years ago I shorted $CVNA over $300 and ended up covering around $20 (all archived in @thestreetpro). But most retail traders/investors should not short: 1. Risk reward is asymmetric - shorts can only make 100% but can lose an infinte %! 2. The gravitational pull of equities is higher over time. 3. A short that goes against you increases as a % of your portfolio, a long that goes against you decreases as a % of your portfolio. Thus, risk management is of paramount importance. @dougkass @PGRA_

@bucketshopcap Josh Wolfe pitched it as a long recently

Someone explain why ADBE has been strong. Is it b/c that VC gigabrain dude pumped it? Doesn't make sense to me tbh.

@natbaker @CFC_Pukka How long would it take to exit after a game?

@CFC_Pukka Kinda begs the question why more stadiums aren’t placed on top of buildings like this

While we’re preparing for Word Cup 2026, USA-Canada-Mexico. Let’s admire Saudi World Cup 2034 Skyscraper Stadium 🏟️ A stadium in the sky

@kieranwgoodwin You already saw it with Blackstone’s BREIT

Great post .. Unfortunately, I think soon enough the Private Wealth Channel is going to become very familiar with GATES .. Interval funds are gating already; non-traded BDCs next

@MNupdate try Bose ultra open, once you get used to them very comfortable

Seeking alternatives to AirPods. Have drawer full of white plastic garbage. Half life is 4 months. Any suggestions?

@MadsenSouth never changed

@M___Morgenstern Have to dust them off and have them ready for IConnections next week

a significantly higher number of hedge fund vests (not Patagonia) heading to work today on Brickell Avenue

@joelmcohen Those chapters get longer and longer……..

Some days parenting is so hard. Other days you spend hours reading Harry Potter 5 cozily on the couch to your older kid while your younger one takes a long nap, all while it’s gently snowing outside! Fortunately, the latter days are most of what you seem to remember of parenting

@AJamesMcCarthy Power of one

What do you think is the most underrated sci-fi movie? I have a couple hours free tomorrow and I’m thinking I want to turn off my brain for a bit.

@mabtito @VisitSaltLake @sportsdenslc @SurefootSkiing Cole Sports, see Dude for boot fittings

@InvestorTobacco @The1FighterJET DHER also sold a break-even market to Uber for $1B.................

@The1FighterJET Come on man. You created this account when $Tkwy's share price was at 45. It's at 14 now. Maybe act a little less arrogant? $tkwy is not the only profitable player. Stop yapping.

@mabtito @SolitudeMTN One of the best unknown ski spots, unfortunately the traffic up the canyon has to be fixed

Hey everyone, just let me know when you will NOT be linking turns this weekend @SolitudeMTN ! Please & Thank You!

@TechFundies They are implementing a price increase across their customer base which should materially increase ARR materially for the foreseeable future

$SMAR being purchased for $8.4b - 7x CY24 sales / 36 FCF. 6x CY25 sales / 29x FCF. Yowza. SMAR is the "higher-end" work management SaaS solution that 1) has a ton of competition, 2) faces the existential $MSFT deathstar risk, and 3) may need to navigate AI risk as it is a workflow solution. Company has been decelerating rapidly to the mid-teens (net rev addition of 216m in CY22, 191m in CY23 and estimated 161m in CY24). Let's say the 84% GM is sustainable, R&D can be reduced from 23% of revs YTD to 15%, S&M can be reduced from 47% of revs YTD to 30% (pretty competitive market), and G&A can be reduced from 15% of revs YTD to 6%. That implies a 33% GAAP OM and, assuming a 23% tax rate, a 25% net margin. I personally wouldn't pay more than 16x earnings power for this business which seems to have a ton of duration risk. 16 x 25% = 4x sales. 20x is 5x sales. Expensive deal... Also, what's the exit here? Not sure any of the big SaaS companies will want it - am sure they had a look in the sale process. Not sure it has much strategic value. And not sure public markets will be excited about this down the road - if growth keeps slowing, will be valued on FCF when it re-appears and the earnings power assumptions above indicate this company might take years to grow into the buy-out valuation.

@FMetard @vlpan97 @KylerJohnson411 Yes but then instead bought a bunch of gyms in Spain at a discount

@jasonmschiff @vlpan97 @KylerJohnson411 They slowed the pace last quarter. Stock sold of 20% on the day 🤣

What stocks would you consider to be a good investment right now?

@vlpan97 @KylerJohnson411 If they were concerned about their debt they could easily slow down the number of gyms they were building and generate much more FCF

@KylerJohnson411 In 2026

@CoreyTarne @Nike Yes you are the only one

Am I the only one who’s #snkrs app glitched this morning and just sat there loading? @Nike #kobe #protro

@AlexanderLoos17 @42330bk its only on stacked orders which is a smaller discount (prob 3% vs. original 10%) making it less effective

@42330bk Coupang yesterday announced they stopped adding delevery fees on order for Rocket Members, almost every household in Korea has a membership at Coupang due to their fresh grocery business. I don't think DHER will return to growth in Korea if you account for inflation.

$DHER is the most compelling story in the food delivery space, with Korea now back on growth mode and making up most of EV, the rest of the group comes to free. Share price will at least double from here with a year and then go higher further. #buy

@MadsenSouth @jonathan22333 Hawksmoor is newer nice addition

@joelmcohen Still amazing how much hate he got when he bought Conway trucking, glad he got the last laugh…….

One key way that Brad Jacobs cultivates thinking differently and expansively (from his excellent book).