Rahul Setty
@RahulSetty_
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Focused on compounding by finding and holding multibaggers in size. Looking for the “fat pitch”.
Joined January 2016
Very bad trend in Hims’ CAC for numerous quarters now 😬😬 I am all for exercising patience but I just don’t know how bulls can still defend this one at this point. KPIs are not..good.. under the hood at all. Bear case playing out and needing to expand/acquire to plug holes to
They only added 32k net subscribers - the second lowest since going public Marketing over net gets blown out which means a lot of people churned or rolled off Lowered FY'25 guide slightly, which implies a deceleration in Q4 from estimates based on an overshoot from Q3
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$FTAI with strong Q3 numbers, top & bottom line both up 40%+. Pretty pretty clear from this year’s results that the biz is becoming less capital intensive with higher returns on equity with runway to keep replicating the playbook. Love to see it.
$FTAI GREAT EARNINGS AGAIN -Incremental Equity Capital and SCI grows by $2B this year takes total investment from $4to $6B -Return on equity was 27.4%. - Acquired 190 aircraft in SCI I by 3Q -Raised FY guide for '26 to 1.525B EBITDA from $1.4B -2026 FCF guide of $1B - Launched
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For people who want to operate at the highest levels and master confidence.
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Reshuffling the deck for more $ROOT at 2x gross profit before earnings…arguably best risk-adjusted opportunity I have seen since the aftermath of 2022’s bear mkt. Rare to find combination of this probability of explosive upside potential + low downside risk (yes, yes, barring
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Forrest Li in a podcast appearance yesterday: We believe we could be a trillion dollar company. Market: We are going to sell your shares -10% intraday Seriously though, love Li’s focus on delighting customers to the best of their ability. Noted their fintech arm developed due
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Easy times create weak analysts.
Canaccord Genuity Initiates Coverage on $OKLO with Buy Rating, PT $175 Analyst comments: "Our price target is based on our DCF with our model stretching to 2050. Importantly, we assume Oklo’s reactor buildouts will be financed substantially with debt and further supported by
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Ratcheting up the Shift4 position here a good bit. Whenever the price action has gotten this disconnected from the biz in the past, it has been a very good buy. Biz is cheaper than it’s ever been before, but also much better than it’s ever been before. $FOUR
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$OSCR ………..
TRUMP SAYS WOULD MAKE A DEAL ON AFFORDABLE CARE ACT SUBSIDIES
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Q3 2025 portfolio update (as of 10/3): Mid-Q2 to Q3 has been a major transition period for the book after gradually selling down Hims (which had represented a >50% position), and while it was a big change the reallocation has gone well. It hasn’t been easy to find good value amid
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Someone please give me a good reason why I shouldn’t open a L/S pairs trade on FOUR/TOST because I am very tempted at these relative valuations and diverging narratives, yet similar growth and dramatically different bottom lines.
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💀
“You don’t leave your money with a professional?” The professional:
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Everyone in the comments replying to Jared as if this is somehow mindblowing or new information and it’s not, it’s all out there and it’s consistent with the story they’ve been telling for years now. Street is apathetic. Setting up an opp that keeps getting better as the multiple
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God I don’t own enough
@booya1961 @bobspaysubstack @tlaubers @X I don't mind the negative sentiment...the stock has not been performing well of late. At the same time, the numbers don't lie. Our strategy and execution are awesome and as a result FOUR has been one of the best-performing fintechs since our IPO (a 90% return on FOUR compared to
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Anyone else sell $CLPT over the past couple months for opportunity cost purposes? 🙋♂️ Bought some back after today’s news but man am I kicking myself!! Really like what they’re doing for society. Hopefully the first of many.
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Also, these types of companies can outperform WS expectations like crazy esp in the earlier innings of a business transformation, so anchoring to future estimates (or the co’s own guidance) may not be as prudent when assessing how attractive the stock is
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Lessons from my way-too-early sales of APP & AXON and what they had in common: – Rapidly increasing software mix as a % of sales —> product getting stickier with higher margins – Product market fit and aggressively share-taking from incumbents (or creating their own market) –
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As we continue to melt up and some names are getting quite extended, seems increasingly some folks are losing perspective. Whether it’s your 1st bull rally or 30th… It’s a good time to remember markets don’t just go straight up and winning over the long term is the goal.
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$FTAI thesis overview ⬇️
@CJ0pp3l $FTAI airplane engine maintenance, repair, and lessor of used engines. Increasing market share quickly due to co repairing owned engines and doing module swaps instead of on-demand repair in the shop, saving time and money for airlines. Rapidly improving capital intensity via SCI
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I tend to tune out stock pitches that lead with valuation. It’s usually a tactful admission that the business isn’t high quality or improving enough to stand on its own, or that there is low durability/predictability to the cash flows.
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If you listened to/watched investor day a couple days ago, $MNDY dispelled most of the fears around their business. One of the better disciplined growers and greater management teams in software. Today trades at ~7x fwd for this profile with AI boogeyman risk addressed. Have a
$MNDY I added today. I am not seeing anything that makes me alarmed in results or guidance, both of which were in line. Continuing to move upmarket well and DBNRR expanding nicely. Can’t believe it’s trading at low to mid 20s on FCF. They’re well aware of the AI risk but
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