GamblersAnonymous
887 posts
@DeepValue000
this is all investment advice https://t.co/wJgD789ECl
$KMX was $73.33 on 6/7/24, so has been a strong alpha short over that period. But the market cap spread vs $CVNA has been extraordinary, moving from 2x at that time to over 13.5x today. Might have been one of the best matched pairs in recent times.
Cassandra but chained and a lil sexy $BYON, $CAVA, $HTZ, $DNUT, $REAL, $XPOF substack.com/home/post/p-18…
Cassandra but chained and a lil sexy $BYON, $CAVA, $HTZ, $DNUT, $REAL, $XPOF substack.com/home/post/p-18…
Cassandra but chained and a lil sexy $BYON, $CAVA, $HTZ, $DNUT, $REAL, $XPOF substack.com/home/post/p-18…
Update on Tenva Capital newsletter Off the back of sharing my research through the Tenva newsletter, I am excited to announce that I am joining the investment team of a high-conviction, value-oriented, boutique funds management business based in Melbourne. As such, the newsletter is going on indefinite hiatus, I won’t be making any further comments on ideas shared. A special thank you to all subscribers and readers for your support and engagement since I launched 9 months ago. I hope that many of you have financially benefited off the back of the research shared via the newsletter and wish you all the very best success into the future. I feel incredibly grateful for the fantastic network of friends and investors that launching this platform has allowed me to build. I intend on maintaining a presence on X and hope to stay in touch with many of you! All the very best, Jesse open.substack.com/pub/tenvacapit…
