adoY^-1
@1_adoy
Followers
2K
Following
10K
Media
940
Statuses
8K
trevni syawla ,trevni control your breath, control your mind typeAhippie Miami-SoBe, Ashtangi-Yogi, Equity-Hedgie, Commodity-Junky, Funky Hulaweenie, Cheesey
Dagobah Beach, Spirit Lake, FL
Joined February 2021
New here - never too late to say thx @GreenhavenRoad $LE "took a new look at Lands’ End as an investment during the past quarter when adoY Capital sent me a brief write-up noting that the share price was down more than 70%, yet more than 90% of the revenues were from online"
Latest investor letter up, covers $APPS $IAC $ESTC $PAR $SHSP $KKR $GOGO $APG and other companies, as well as investing during a pandemic. https://t.co/l9juZxNslV
1
0
8
$cdb.v sam story lol announces $1.60 div paid in 30days following day traded 2m shares @ $1?!?!?! lol now trading $1.33 Think the kids say thx for the cheapies?
$cdb.v ann'd trade resumption last night was looking fwd to being done with name sold largest asset for $1.40+$.40 contingent ($1.80) and would be distributing $.95 to shareholders. was ready to take $1.10 , good riddance but now I own more @ $.60
0
0
0
$sats 👀 "there's big $$ incentive to merge at price that generates an "IPO pop" type outcome"
The unearned market cap hurdles get an upward adjustment for purchase price, but he'd benefit if the market ascribes excess value to deal price. Basically, there's big $$ incentive to merge at price that generates an "IPO pop" type outcome and he's negotiating with himself so...
0
0
0
wait til silver bugs find out they don't even pretend to back anything with physical
Gold and Silver have done over $20B in volume on Hyperliquid over the last 10 days It's also reached ~1% of COMEX's combined daily volume in the last 2 days For context, this ratio was <0.1% just two weeks ago. Slowly then all at once. Hyperliquid.
0
0
4
spent most of the week playing market maker in one of these names
0
0
1
didn't think $rblx could guide '26 +20% bookings growth ex-viral games but here we are
@GenAIRoblox can't include viral games that doesn't exist yet in guide or you lose all credibility w/street
1
0
5
$t investment case getting stronger by the day
Verizon CEO Dan Schulman replaces Sowmyanarayan Sampath (who was expected to eventually replace Schulman as CEO of Verizon) with Alfonso Villanueva. Villanueva was a member of Schulman’s leadership team at PayPal during Schulman's tenure as CEO there. https://t.co/6KjDWDBKBF $VZ
0
0
1
@BadBeanieMan Thing that's $10 and could go to $0 or $1000 is a buy. Thing that's $10 and could go to $0 or $20 is not a buy.
2
2
16
This is my $t pitch #SchulmanEffect @WaltLightShed
A few thoughts about PayPal, nearly 12 years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company after I left. Part of that was loyalty to John Donahoe, who gave me
4
0
3
cable/telco slashing capex while $t continues to invest let's see where this shakes out
Verizon is cutting its capex The company today said it will reduce its overall capital expenses (capex) to $16-16.5 billion in 2026. That's down from $17 billion in 2025. https://t.co/DPZawj1NBo $VZ
1
0
4
"we've included satellite within our top tier plans for free for a period of up to 24 months. And what we're trying to do in the initial stages is really drive adoption of the technology." Rogers https://t.co/wD2zHPeCG1
0
0
0
good thought $ea
@BoxLongs The most obvious opportunity in my judgement is $EA. Got a 2nd request, don't see any anti-trust issues but capped upside but massive downside (that's gotten worse not better since deal announce)....and now that $RBLX is 20-30% cheaper it makes you scratch your head on what $EA
0
0
1
@FREESPEECH1017 Congrats you called this one correctly! I underestimated Starlink in Europe. Still TBD on the broader group; since MasOrange has independent leadership even after merger and if they had a deal with Orange France would have lit up as well. But definitely a sign SpaceX is building
2
1
5
👇
@JRMiningIntel Congrats Canex on winning control. This is going to become a core position now for me!
0
0
0
$VZ guides to 750k - 1 million post paid phone net adds for 2026 and yet no actual wireless revenue growth. #SchulmanEffect
2
1
1
$VZ EBITDA declines for first time in 2 years, post-paid phone rev declines accelerate, churn worsens but they got those net subscriber adds! #SchulmanEffect
1
2
7