Ben

@exis10tial

Whiskey Industry Veteran. Hedge Fund Founder. Conservative. Sartrean Existentialist. Grad.. Markets, Bourbon, Politics, Tech, Culture, occasional humor.

CLE-CHI-CLE
Vrijeme pridruživanja: kolovoz 2011.

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  1. prije 6 sati
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  2. prije 11 sati

    call just wrapped.. My takeaway - very healthy business in its infancy with a high-end, high-margin product and very sticky (and profitable) digital ecosystem.. With 112% of float short (~45M shares), if this catches a bid, squeeze will be insane.. Buying this weakness.

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  3. prije 11 sati

    CFO emphasizing focus on unit economics.. Magic words to investors, particularly in disruptive growth.

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  4. prije 12 sati

    Infographics from call.. Raises 2020 guidance. Expects 81% YOY growth in subscribers.

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  5. prije 12 sati
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  6. prije 13 sati
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  7. proslijedio/la je Tweet

    FULL SPEECH: Sen. Romney says he will vote in favor of the article of impeachment on abuse of power against President Trump. "With my vote, I will tell my children and their children that I did my duty to the best of my ability, believing that my country expected it of me."

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  8. prije 15 sati

    Casper is a perfect example that the “influencer” approach is losing its efficacy.. These guys courted celebs with free mattresses and PE opportunities.. IPO valuation went from $1.1B LY to $520M (top range) today.. Important lesson for brands to process.

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  9. prije 16 sati
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  10. prije 18 sati
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  11. prije 20 sati

    Problem with the Pelosi move is this — you cannot criticize the president’s behavior and then behave like the president..

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  12. proslijedio/la je Tweet
    prije 21 sat

    US Trade Balance (USD) Dec: -48.9B (exp -48.2B; prev -43.1B)

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  13. prije 21 sat

    MASSIVE surprise to the upside.. Expectation was 156K..

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  14. proslijedio/la je Tweet

    Today, we shared our 2019 full-year earnings results and the bold steps we’re taking to lead the automotive industry into the future. Learn about our results and 2020 outlook here:

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  15. prije 21 sat

    is the ultimate savage stock.. it’s already murdered all the shorts, now it’s going to roll over and rip the dicks off all the bulls..

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  16. prije 22 sata
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  17. prije 23 sata

    Ripping *again* this am.. crazy. New levels to watch are 3330 and 3290..

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  18. proslijedio/la je Tweet
    5. velj

    For a person who claims to oppose socialism, President Trump spent a lot of time in his SOTU address touting central planning, federal intervention in nonfederal matters, and a big-government spending spree—policies that threaten our rights and undermine our long-term prosperity.

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  19. 5. velj

    Regardless of where you are on POTUS, Pelosi ripping up the speech was inadvisable..

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  20. 5. velj

    oh we’re going to pretend that was good ok

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