For all my new followers, I share investment research on underfollowed companies and special situations. You can check out my work here: https://t.co/HvsBDwPyNP

This is ill advised but what the hey Anyone want to test drive a twitter replacement I've been building? - improved note taking experience - private notes - default feed is only your notes, replies and tickers you tweeted about - real time thread viewer + chat

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Web traffic for other luxury players also looking solid: h/t @AstutexAi https://t.co/OoKPnaIjWz

@Reignots Checking in on $LUXE / NAP / MRP web traffic, and was surprised to see a strong improvement, particularly in NAP and MRP. Looks like NAP/MRP are both back to YoY growth:

https://t.co/PvMtUOeXWW

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This is a tiny little arb. The Tile Shop (US: $TTSH) is going private — another Peter Kamin special — and will cash out shareholders holding fewer than 2,000 shares at $6.60. The stock is currently at $6.26, so the play is to buy 1,999 shares and profit from the delta ($0.34

@Reignots Luxury shares continue to rise.. but $LUXE still lags https://t.co/fDuNWF0x1L

$GRVY holders will understand

Looks like a fantastic gig. Be sure to check it out.

Here are the responses from the idea thread with the prompt, "What's the cheapest stock you like that has growing earnings?" Thanks to everyone who shared an idea! 🙏

Any pound the table cheap stock(companies)?? Needs to be profitable. Preferably with long runway for growth. Would appreciate a few sentences on the why you think this is good opportunity. Obviously, nothing here should be considered advice. ... Like/retweet for more engagement.

Brian says CFO. We say spokesperson. He says receipts. We say Ramp. RSVP to see who wins.

If you want to stress test the downside case, here are a few approaches: First: Mytheresa (pre-deal) traded at an absolute trough valuation (Nov, 2023) of 0.23x ev/sales. If you use that on EUR 2.4 billion of sales, that's an EV of EUR 550m + cash of EUR 300m. And a market

Sorry, last part is supposed to say "near-term messiness"

Surprised to see $LUXE trade down below $8 on a strong print for Mytheresa, and now at $7.70. For those interested, here's how I'm thinking about it. LUXE has 150m shs FD. At USD $7.70, the market cap is $1,115M USD, or EUR 980 million. Now, LUXE has EUR 600m in cash (EUR

Here are the responses from the idea thread with the prompt, "What's the cheapest stock you like that has growing earnings?" Thanks to everyone who shared an idea! 🙏

Why guess when you can know?

Compiling soon in case you want to share a few more...

Good note on LUXE's Q4 results h/t @Reignots https://t.co/qzLHLBqE6Z

Those that take twitter to post about stocks What annoys you the most about the editor? anything on the wishlist to make your life easier? so far - easier to add / delete boxes for threads - ticker lookup - calculator - better link handling - auto draft saving & mgmt ???

https://t.co/1am1db9c8r

No Code Needed! Just add 'em to your cart and race to the checkout 🏎️

Idea thread time! What's the cheapest stock you like that has growing earnings? (any geo/mc) Add a sentence explaining why you like it + valuation. As usual, I will compile the responses and share them with everyone. Please retweet for visibility. Thx in advance!🙏

This faded to ~$8.70 now (from as high as $14 in the pre-market). Very good risk/reward here IMO