@MrMojoRisinX Avatar @MrMojoRisinX Mojo

Mojo posts on X about if you, money, $msos, the most the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 38.94% finance 30.09% cryptocurrencies 10.62% technology brands 10.62% social networks 7.96% countries 4.42% automotive brands 3.54% nba 0.88% travel destinations 0.88% financial services 0.88%

Social topic influence if you 6.19%, money 5.31%, $msos #37, the most 4.42%, in the 3.54%, twitter 3.54%, $csgp #6, investment 3.54%, matter 2.65%, ai 2.65%

Top accounts mentioned or mentioned by @acapitallp @buccocapital @jay_21_ @lgadf @agnostoxxx @aureliusvalue @bizalmanac @plumcapital @yummycenturyegg @billythekid59 @scottadamssays @henrylschuck @riceforthought @briscoe224 @jessekobernick @realjimchanos @arturo10185 @michaelrose102 @mitxhsteven @baup0stgoat

Top assets mentioned CoStar Group, Inc. (CSGP) Tokemak (TOKE) Clearwater Analytics Holdings, Inc. (CWAN) Tesla, Inc. (TSLA) DigitalBridge Group, Inc. (DBRG) Smithfield Foods, Inc. (SFD) SAFE DEAL (SFD) ZoomInfo Technologies Inc Common Stock (GTM) Iron Mountain Inc (IRM) Bill.com Holdings, Inc. (BILL) Saba Capital Income & Opportunities Fund (BRW) Electronic Arts Inc. (EA) Liberty Media, Corp. (FWONK) Brookdale Senior Living, Inc. (BKD) Light & Wonder, Inc. Common Stock (LNW) Robinhood Markets, Inc. (HOOD) Revolution Medicines, Inc. (RVMD) Merck & Co., Inc. (MRK) Transocean LTD. (RIG) Validity (VAL) Acadia Healthcare Company, Inc. (ACHC)

Top Social Posts

Top posts by engagements in the last [--] hours

"Ive worked in private equity family offices and hedge funds. Analyst PM CIO. Seen a lot learned a lot the hard way. Ive seen what works what I think hasnt worked what makes people last and get better and also what gets them carried out. Theres a lot of garbage advice on Twit. I really hope this isnt that and want to see you crush it. Here are some things that I believe matter (will be a living compilation): 🧵"
X Link 2025-07-31T14:54Z [----] followers, 660K engagements

"Burry and Einhorn are getting ridiculed by FinTwit for performance. Wrong diagnosis from my perch. Both are A+ analysts and elite at due diligence but they get C/C- grades in portfolio construction and C+/B- in risk management. Burry just shut down his fund again and released his final 13F. Einhorns still running money at scale and his research talent keeps getting masked by how he sizes manages positions and constructs the portfolio. Gross and net exposure position sizing trade structuring diversity of position typesall of it. Give me his names or better yet the universe his fund sources"
X Link 2025-11-14T10:46Z [----] followers, 342.1K engagements

"Quick hitter thoughts on $RIG $VAL: Closing language 2H [----] (using mid October for now). MOE 53/47 Initial market reaction seems off to me and likely due to arbs setting the spread pressuring RIG stock (40mn shares have traded already). RIG is transitioning from multi-year (some may say multi cycle/decade) turnaround to transformation. RIG's share count has gone from 721M in [----] to over 1.1B (see chart). They raised $450M at $3.05 in September [----]. Now they're issuing another 47% to VAL shareholders after a nice run in the stock - historically an insider selling and dilution machine with"
X Link 2026-02-09T15:26Z [----] followers, [----] engagements

"What stage oh oh"
X Link 2026-02-11T13:15Z [----] followers, 64.1K engagements

"Continuation of my thoughts on AI and its impact on software (and other impacted spaces): Unless Im being tailgated I try not to drive looking in the rearview mirror. Were at the point where the person tailing you is experiencing road rage in traffic (not my driving) when in reality they should have just left for their destination earlier. Earnings revisions drive multiples. Yes the expensive starting point matters but its not the whole story. A lot of these businesses have slowed from a rate of change perspective albeit still growing. That doesnt make them bad businesses but in software the"
X Link 2026-02-12T13:33Z [----] followers, 106.7K engagements

"Cc my main bruv @agnostoxxx Cleverly coined Software-as-a-Stop-loss See thread Continuation of my thoughts on AI and its impact on software (and other impacted spaces): Unless Im being tailgated I try not to drive looking in the rearview mirror. Were at the point where the person tailing you is experiencing road rage in traffic (not my driving) when in Continuation of my thoughts on AI and its impact on software (and other impacted spaces): Unless Im being tailgated I try not to drive looking in the rearview mirror. Were at the point where the person tailing you is experiencing road rage in"
X Link 2026-02-12T13:35Z [----] followers, [----] engagements

"Would encourage you to really think about whether your gross exposure is right for this backdrop. Net keeps you from getting over your skis. But gross net every time Don't go through the windshield right now. That's the objective. Protect yourself now so you can pounce and play offense later. Do you see it Don't go through the windshield right now. That's the objective. Protect yourself now so you can pounce and play offense later. Do you see it"
X Link 2026-02-12T16:07Z [----] followers, [----] engagements

"These are principles that dont expire. Some points will sound basic. Others youll only appreciate after the fact. Ignore what doesnt fit. Steal what does. (If youve read my posts like Everyone Has a Process The Illusion of Readiness Know Thyself The Move I Never Learned.youll recognize some of this.)"
X Link 2025-07-31T14:55Z [----] followers, 72.9K engagements

"Show up early. Leave late. Ive never seen a career blow up because someone was too available. Ive seen plenty end because they werent"
X Link 2025-07-31T14:56Z [----] followers, 63K engagements

"Every Friday update your 'One pager' Summary / KPI sheet of your universe and supporting analysis. Take it home. Review it over the weekend. Then on Mondayleave the most important insight from the 'One Pager' you had for your PM (assuming no big news hit)"
X Link 2025-07-31T14:59Z [----] followers, 71.8K engagements

"Never miss a team meeting portfolio review or offsite. Even if the meeting gets rescheduled or cancelled have the materials ready. Habits build trust"
X Link 2025-07-31T15:00Z [----] followers, 55.5K engagements

"Understand exposures and factors. Dont stop at I like the stock. Know how factor moves FX rates and other variables impact your names that are in the portfolio and in your universe. Understand risk"
X Link 2025-07-31T15:03Z [----] followers, 49.9K engagements

"Track activist campaigns in your sector. Know the precedents and the players. If one shows up in your name you should have an idea of what their playbook entails and likely course of action"
X Link 2025-07-31T15:07Z [----] followers, 34.6K engagements

"Every name you cover should have a one-pager ready to print anytime"
X Link 2025-07-31T15:07Z [----] followers, 32.6K engagements

"Separate fact from opinion. If its a guess say so. Dont confuse I think with I know. Conviction is the enemy"
X Link 2025-07-31T15:13Z [----] followers, 21.3K engagements

"Own mistakes fast. Fix them faster. People respect both. Hide them and you wont last"
X Link 2025-07-31T15:13Z [----] followers, 21.4K engagements

"Dont gossip. Not about PMs not about peers and definitely not on Twitter. Pod shops know who their people are online (as do the big name big boy funds)"
X Link 2025-07-31T15:15Z [----] followers, 19.8K engagements

"Dont show frustration on the trading floor or in front of others. People noticeand they remember. The guy who slams his keyboard after a bad earnings print or is asked to stay late or yells at the trader. you want to distance yourself from people like this"
X Link 2025-07-31T15:16Z [----] followers, 18.3K engagements

"Be responsive. Nights. Weekends. If something happens in your names you need to be on it. Have a template ready to deliver news and updates"
X Link 2025-07-31T15:17Z [----] followers, 22.9K engagements

"It shouldnt surprise anyone that I buy dislocations. I think about them in two forms: 1) Doorjacks violent move dislocations. 2) Overhangs or clearing events underreactions when complexity gives way to simplicity often around corporate actions or stakeholder transitions. The process of transition from complex to simple must involve inflection/improvement in direction of fundamentals snap-shot multiple (I can't emphasize this enough): Lets talk $AIV. I bought after negative event / tax-loss selling in late [--] (added incrementally again in early April 25'). Several groups pushed privately (1"
X Link 2025-11-11T13:16Z [----] followers, [----] engagements

"It looks like $TOKE is liquidating or at the very least has to meet very substantial redemptions (Cash is 40% of the market cap of the ETF) and is reducing its exposure to all cannabis - $MSOS stocks. The reduction as % of 'average daily trading volume' is material. From the outside looking in this looks like more than just a risk reduction exercise. In addition wealth clients of the firm in tweet below likely got stopped out of their direct exposure as well as single names that mirror the holdings in some form of the fund Avoid all ETFs in this space and use them as hedging and / or"
X Link 2025-11-17T13:29Z [----] followers, [----] engagements

"Elliot went activist on $IRM in [----]. The year is [----]. Get your mind right @MrMojoRisinX Knew this business very well when it was privately-owned and have followed it since it came public. Spent time talking to Elliott when they went activist on the company. Have seen shorts go after this company many times without success. Call me a skeptic that it works this time. @MrMojoRisinX Knew this business very well when it was privately-owned and have followed it since it came public. Spent time talking to Elliott when they went activist on the company. Have seen shorts go after this company many"
X Link 2025-11-20T14:42Z [----] followers, 11.2K engagements

"If I recall correctly @AureliusValue has been on the $ACHC case for some time. Believe he highlighted the investigative red flags liabilities and actuarial risks. Insiders and even key stakeholders strategically and tactically deflected the issues via messaging accounting and financial engineering. Todays headline to summarize: Acadia Healthcare Updates PLGL Reserves Following Annual Actuarial Review Lowers [----] Guidance Reminder: Shorting is hardand its supposed to be https://open.substack.com/pub/mojo3324106/p/shorting-is-hardand-its-supposedr=5b91f3&utm_medium=ios"
X Link 2025-12-03T12:21Z [----] followers, [----] engagements

"$CSGP Clearing Event / entry catalyst Looks like $CSGP has at least [--] shareholder activists circling (albeit have not "formed a group" and [--] is sitting in swap) Proxy nomination window is early Feb with spring AGM [--] new directors joined last year and do not look the part to effectuate positive change Looks like $CSGP has at least [--] shareholder activists circling (albeit have not "formed a group" and [--] is sitting in swap) Proxy nomination window is early Feb with spring AGM [--] new directors joined last year and do not look the part to effectuate positive change"
X Link 2026-01-07T14:46Z [----] followers, 14.1K engagements

"Headline: Heineken CEO Steps Down as Slumping Beer Sales Hurt Brewer It's happening.Do you see it 'If you Grow it.They will come' $GLASF $MSOS"
X Link 2026-01-12T16:15Z [----] followers, [----] engagements

"$CWAN There is disappointment in the announced $CWAN price and the go-shop has given people hope that another buyer will come forwards. Starboard leaking their position prior to the announcement was a signal that price would be disappointing or deal announcement for this year was in There is disappointment in the announced $CWAN price and the go-shop has given people hope that another buyer will come forwards. Starboard leaking their position prior to the announcement was a signal that price would be disappointing or deal announcement for this year was in"
X Link 2026-01-20T17:13Z [----] followers, [----] engagements

"As expected no one showed up during the $CWAN go-shop (see original tweet) $CWAN https://t.co/e7gze2yaHo $CWAN https://t.co/e7gze2yaHo"
X Link 2026-01-26T18:29Z [----] followers, [----] engagements

"This is a silly inexperienced take but also not a surprise to see Merger arbitrage (combined with a real cycle of stressed / distressed credit) is an excellent training ground and can also help one figure out how good they can bein whatever field they choose. https://open.substack.com/pub/mojo3324106/p/the-factory-that-makes-investmentr=5b91f3&utm_medium=ios&shareImageVariant=overlay It takes a lot for me to say this but I think Id rather work in Human Resources at a digital marketing company than trade merger arb or event. The whole strategy just sounds painful. I listen to the analysis arbs"
X Link 2026-01-29T14:12Z [----] followers, 16.1K engagements

"The panic over merger arb spreads widening today is silly. I mean.most of the people saying this aren't arbs (yes I am sure some of you have done some arb or sat near the arb desk got it.). They just don't like the arb strategy. Which is fine.spreads haven't been that attractive other than disclocations for many years perhaps since 2014-17. Here's what's actually happening from my perch: There's a buyer strike across various sectors right now. Everything has correlation especially deals in sectors experiencing downdrafts. These spreads aren't widening because deal technicals changed. The"
X Link 2026-02-04T19:32Z [----] followers, [----] engagements

"My main bruv Shrub (Shrubby). This is what I have done/have in motion: banked a few and rolled some index puts (spy qqq iwm gld urnm) bot 10k MSOS calls (various strikes) for 7c bot a basket of risk arb names (with some risk of loss type put structures) legging into farm team size position in a busted financing for ticker AVR (MDT is involved) covering short software basket OTD and moving on (gtlb adbe team csu intu etc) Cover RBLX SNAP BKKT ASST SFTBY single names Will look to increase length next and keep gross exposure low(er). Looking for ways to get some more copper exposure after flush"
X Link 2026-02-05T18:59Z [----] followers, [----] engagements

"So the Warriors trade [--] guys who dont play for a guy who cant play Just wasting Steph Currys last few NBA seasons They dont deserve Steph"
X Link 2026-02-06T01:11Z [----] followers, [----] engagements

"$BILL (see thread) $BILL gang bang https://t.co/jZGtORezKe $BILL gang bang https://t.co/jZGtORezKe"
X Link 2026-02-06T17:37Z [----] followers, [----] engagements

"$VRE quick hitter re activism Nomination window Feb [--] - March [--] 5% holder in swap (group) Nothing of note in OI C-suite/board PR response ("milestone" "execution of strategic plan" "exceeded original target.") in December looks like a signal that they were being given a love tap. I'm an old dude and have been doing this for a while. Sometimes you look at your portfolio and you're like "something is brewing" One apartment stock up 4% while rest is down 4%. Somethings is happenning. Boom activist pushing company for a sale. Up 8% from the low yesterday I'm an old dude and have been doing this"
X Link 2026-02-06T20:49Z [----] followers, [----] engagements

"Stock "market" correction/hiccup/drawdown playbook: My order of operations/guidelines for a Long/Short strategy (this can change on the margin due to speed/severity of market drawdown as well easily adaptable based on investment/trading strategy etc) is the following: 1) cover single name shorts (my approach is to cover reduce across the board in 3-4 phases vs single name security selection) Check net and gross exposure (gross more important during market downdraft) 2) monetize and roll hedges adjust hedge block trade structures Check net and gross exposure and re-run market down 5/10"
X Link 2025-08-27T16:51Z [----] followers, 25.7K engagements

"$RIV and $BRW doing rights offerings. Time to revisit: https://open.substack.com/pub/mojo3324106/p/cef-activism-at-an-inflection-pointr=5b91f3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/mojo3324106/p/cef-activism-at-an-inflection-pointr=5b91f3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"
X Link 2025-09-24T14:13Z [----] followers, [----] engagements

"$EA $FWONK Do you see it (see bio) https://twitter.com/i/web/status/1972651241478975522 https://twitter.com/i/web/status/1972651241478975522"
X Link 2025-09-29T13:14Z [----] followers, [----] engagements

"New $WELL deck: Skip to slide 22-33 for senior living trends. I prefer another way to play the aging population theme for the next decade. https://welltower.com/wp-content/uploads/2025/10/Business-Update-3Q25_vF.pdf https://welltower.com/wp-content/uploads/2025/10/Business-Update-3Q25_vF.pdf"
X Link 2025-10-27T20:23Z [----] followers, [----] engagements

"So the question on $BILL is which activist funds are not involved I will be brief on this one.there is only one strategic alternative these holders are interested in.if no sale I would not want to be in this event gang bang unwind. Trade structure consideration: to hedge the fulcrum to be involved here re long calls/spreads or long common vs puts/spreads vs just outright long or using position block hedge (sector factors market etc) seems like a better risk adjusted structure. That's all I have to say about that"
X Link 2025-11-16T20:59Z [----] followers, 11.4K engagements

"Overlay the old $VRX Pearson chart with $MSTR Saylor Different movie same ending. May I meet you"
X Link 2025-11-19T19:04Z [----] followers, [----] engagements

"$CNM makes the list.several "value investors" have tried to call the earnings power inflection here and the management team continues to bury them. It's subtle but activism shows up in how the mgmt team speaks at events presents and communicates privately to buy/sell side etc and then they sell stock into non blackout periods or do small tuck-in deals with undisclosed terms taunting the activists to come to the surface. Proxy window opens with standard path. Nothing stands out in the OI as of now (swap reduced q/q) but would think there is a June OTC risk reversal ready to show itself for the"
X Link 2025-11-25T14:06Z [----] followers, [----] engagements

"SpaceX is rumored to IPO at $1.5T. The market says $TSLA is worth $2T. Add X (Twit) Grok Neuralink Starlink Boring Company and you're looking at a holding company structure like $SFTBY SoftBank or $BRKB Berkshire not a car company. But everyone's still arguing about car margins. Buffett attained superhero status. So did Musk. Page and Brin Brilliant but not superheroes. Bezos is somewhere in between. Going long = "audacious ambition still matters" Going short = "I'm exhausted watching rule-breakers get rewarded while I played it safe" I've been long Tesla. I've been short Tesla. Both 'trades'"
X Link 2025-12-17T13:59Z [----] followers, 64.2K engagements

"Interesting merger of equals announced between $COUR and $UDMY Looks like a 7ish month close timeline.post deal this is going to essentially be a power-couple re-IPO Buyer stock usually drags down target in the early going to put on a trade but the real investment is near the transaction goal-line to play NewCo path https://twitter.com/i/web/status/2001336577637638345 https://twitter.com/i/web/status/2001336577637638345"
X Link 2025-12-17T16:59Z [----] followers, [----] engagements

"13. Oracle ( $ORCL) shares touch both $150 and $250 during the calendar year. The CDS market goes haywire (see: Scooby Doo & The Case Of The Mysterious Oracle CDS). Someone knows something. Nobody admits to knowing anything. Yes both price targets hit"
X Link 2025-12-31T14:15Z [----] followers, [----] engagements

"14. The tale of two beverage companies: Primo Water ( $PRMB) recovers to high $20s after activist pressure and earnings estimates finally bottom. Meanwhile National Beverage ( FIZZ) misses every single print during the year closing down 40-50% from current levels. LaCroix fatigue is real. https://twitter.com/i/web/status/2006368524629938452 https://twitter.com/i/web/status/2006368524629938452"
X Link 2025-12-31T14:15Z [----] followers, [----] engagements

"$DBRG got a fair price (perhaps more than fair) is my take. This does not preclude holder agitation that leads to additional consideration but there is a fair amount of shark repellant and the ability to hold hostage is more a game than contractual event path. "Future potential LPs may think twice about partnering with these guys given how shareholders were treated." 1) I doubt it and will take the under 2) I don't think Ganz his team that is staying with SB and Masa care whatsoever I doubt there will be additional $ for $dbrg shareholders. Question: will selling below what shareholders deem"
X Link 2026-01-08T15:34Z [----] followers, [----] engagements

"$BKD Investor Day on January 30th catalytic for the space With $SNDA CNL deal likely closing sooner than investors expect things could get interesting. Improving occupancy leading to more operational leverage for senior living feels like a good place to have exposure inside a well-constructed portfolio Direction of nums and earnings revisions improving but the Street hasn't modeled the next step function higher in back half of [----] into [----] https://twitter.com/i/web/status/2011103791223853167 https://twitter.com/i/web/status/2011103791223853167"
X Link 2026-01-13T15:51Z [----] followers, [----] engagements

"Things might get spicy at $CSGP Stay tuned. $CSGP Clearing Event / entry catalyst $CSGP Clearing Event / entry catalyst"
X Link 2026-01-14T13:49Z [----] followers, 16.1K engagements

"$BSX Boston Scientific announced this morning it's acquiring $PEN Penumbra for $14.4bn in a mixed cash/stock deal - 73% cash ($273.02/share) and 27% stock (1.0455 BSX shares) subject to proration. BSX is one of the two dominant cardiovascular players in the US and PEN is a leader in thrombectomy and embolization products. The deal adds high-growth neuro and peripheral vascular segments to BSX's cardio portfolio at roughly 9x forward sales. The unusual part: closing guidance is simply "2026" with no further specificity. That's pretty rare in merger arb - parties typically give at least a"
X Link 2026-01-15T18:53Z [----] followers, [----] engagements

"Wait a sec.are you telling me no one knew about the $BKD investor day prior to today's announcement Up [--]. $BKD Investor Day on January 30th catalytic for the space With $SNDA CNL deal likely closing sooner than investors expect things could get interesting. Improving occupancy leading to more operational leverage for senior living feels like a good place to have exposure inside $BKD Investor Day on January 30th catalytic for the space With $SNDA CNL deal likely closing sooner than investors expect things could get interesting. Improving occupancy leading to more operational leverage for"
X Link 2026-01-16T15:33Z [----] followers, [----] engagements

"Smithfield Foods $SFD is buying Nathan's Famous $NATH for $102 in cash. Is Smithfield the real buyer or just the front man Keep reading. Smithfield operates in the U.S. and presents as a conventional American food company. It's controlled by WH Group a Hong Kong-listed entity. Control is exercised through Heroic Zone a broader shareholder group led by Wan Long and associated entities including Chang Yun High Zenith Sure Pass WLT Management Limited and other third-party interests. Add employee share plans with trustee-held voting rights and coordinated governance arrangements spanning multiple"
X Link 2026-01-21T14:31Z [----] followers, 11.9K engagements

"Henry - wrote this deep dive on your $GTM compensation structure. One of the most fascinating governance designs I've seen outside of Musk's Tesla package. You're essentially running PE's playbook while keeping the keys. https://mojo3324106.substack.com/p/dark-arts-of-prenups-and-pay-packages Over the last [--] years I've worked with [--] Private Equity funds at ZoomInfo. Heres my 12-step playbook for working with PE Owners. In [----] I took on my first PE investors (TA Associates and 22C Capital). In [----] we brought on Carlyle and CPPIB. Private Equity is in the https://t.co/vq69aOMu2o"
X Link 2026-01-21T15:32Z [----] followers, [----] engagements

"Obama quietly 'endorsed' the deal. That signal filtered through Washington and into the arbitrage community paving the way for a relatively quick CFIUS approval of roughly [---] days versus an average timeline closer to [---] days for comparable reviews in [----]. The President had the authority to reopen the review impose conditions or block the transaction outright. He chose not to. No mitigation was required. No presidential action was taken to slow modify or stop the deal. That outcome reflected the Obama administrations prevailing view at the time: that economic integration with China reduced"
X Link 2026-01-22T13:47Z [----] followers, [----] engagements

"Not a fan of $MSOS (see my S*bstack/tweets) or the MSO biz model but this is shaping up as pure event-driven. If Bondi kicks off rescheduling MSOS/ $TOKE become real ETFs as underlyings uplist. MSOS listed options show very few believers left. I only have one investment in the space (see tweets). Feb/March/April options are pennies with defined risk. Funny money.binary outcome: zero or 10-100x. Longer-duration options underpriced despite implied vol. Market isn't pricing what uplisting dynamics actually do. Entry timing: Watch for the daily swap rebalance smash at the same time every day."
X Link 2026-01-22T17:45Z [----] followers, [----] engagements

"The $BKKT bull thesis is chef's kiss perfection: 1) $ICE backing = institutional stamp of approval 2) High short interest = squeeze fuel 3) ATM shelf getting burned through = technical relief coming 4) Dumpster fires positioned as growth stories seem to be working in this backdrop.keep those press releases comin' 5) Only thing missing is Canadian management style and foundational principles of deception The origin story of this business deserves its own deep dive. But hey.In this current backdrop there is a small portion of market participants with no emotion who are able to buy well packaged"
X Link 2026-01-23T17:37Z [----] followers, [----] engagements

"$LKQ announces strategic alternatives a few weeks in advance of the upcoming print right in the middle of the proxy window. Board feeling the pressure.a guidance reset is in their best interest is my read"
X Link 2026-01-26T15:09Z [----] followers, [----] engagements

"$CSGP Third point targets CoStar in new activist campaign; hedge fund plans to nominate directors at Costar Trading angry. $CSGP https://t.co/J0NqQvdBj0 Trading angry. $CSGP https://t.co/J0NqQvdBj0"
X Link 2026-01-27T13:13Z [----] followers, [----] engagements

"If you grow itTHEY will come $GLASF $MSOS Cali ---US (2.0) ---Europe Japan.Mars Do you see it $GLASF $MSOS 'If you Grow it.They will come' Cali ---US (2.0) ---Europe Japan.Mars https://t.co/89PjK03V5N $GLASF $MSOS 'If you Grow it.They will come' Cali ---US (2.0) ---Europe Japan.Mars https://t.co/89PjK03V5N"
X Link 2026-01-29T13:54Z [----] followers, 10.3K engagements

"Bull market 'QE Brain' rewires the risk algorithm for many market participants. Peeps anchor to multiples instead of direction of fundamentals. They assume bad news is "priced in" which works at times but when it doesn't work it's very painful. They trained themselves to catch falling knives (someone referred to it as the Tony Hawk formation the other day which I love) because the Fed has their back and there's a mean reversion multiple that looks good on a chart. It makes you feel less uneasy about the losses that have accumulated so far. When it works those other times it makes you feel"
X Link 2026-01-29T15:39Z [----] followers, [----] engagements

"When concentrated positions get hit hard or entire sectors turn more reflexive and volatile with the underlying businesses being called into question I would encourage you to take a step back and re-underwrite the pattern of behavior/human condition in front of you: First (they): blame external factors call the market "retarded" claim manipulation or that some fund is blowing up. Meanwhile they've been buying all the way down with ridiculous claims like they invented the question mark when earnings revisions are taking a clear step function lower and not just sell side price targets (that's"
X Link 2026-02-03T18:27Z [----] followers, [----] engagements

"Just my take.but now is not the time to "go shopping" in open-ended situations unless you have conviction on earnings revisions. If you have a well-constructed portfolio that can absorb vol you can step into positioning risk and dislocations. My preference: trade structure around earnings events with defined duration. For names with event paths earnings is often your ENTRY catalyst - either buy the flush if the path stays intact or enter clean once the overhang clears. p.s. stop anchoring to historical snapshot multiples Clear eyes full hearts can't lose."
X Link 2026-02-04T16:57Z [----] followers, [----] engagements

"I'm watching people average down into this drawdown because some famous manager's 13F shows they own it or because some Twitter guy with a hot hand is posting screenshots of his buys. It's hard to watch. I know most people won't listen to this because they're emotionally committed to the narrative they've rented but I'm saying it anyway. During stress people desperately search for validation. They latch onto anyone who sounds confident. The emotional need for reassurance overrides clear thinking about what you actually know versus what you're assuming. Let's start with 13F filings. XYZ"
X Link 2026-02-05T14:58Z [----] followers, 17.6K engagements

"Spidey sense is tingling. $NATH $SFD arb spread is not a safe place. Trump administration and law enforcement is already going after Chinese Ownership of U.S. Farmland and Agriculture via National Farm Security Action Plan E.g. Look at the enforcement against Chinese-run cannabis operations - "Invasion of the Homeland: How China is Using Illegal Marijuana to Build a Criminal Network Across America" Event path: [--] day cfius clock starts after the parties make requisite filing in mid/late March. This will likely trigger an investigative period of an additional [--] days. June 22nd is outside"
X Link 2026-02-09T18:08Z [----] followers, [----] engagements

"The number of "seasoned investors" on FinX building their theses around high short interest + rocket emojis instead of actually analyzing why shorts are piling in is telling. Short interest is nice ammo when you've got the goods (re direction of fundamentals snap shot multiples). But if it's a big part of your bull case start by dismantling why the shorts are there in the first place. Do you see it https://twitter.com/i/web/status/2021236937873359085 https://twitter.com/i/web/status/2021236937873359085"
X Link 2026-02-10T14:56Z [----] followers, [----] engagements

"Public service announcement: If you have a personal vendetta against a company its CEO and executives or its stakeholders getting staked to write a short report and filing whistleblower claims over legacy issues is dirty pool. Repackaging old news as current fodder is transparent and unbecoming. The company made mistakes cleaned up its act and moved forward. You should too. Emotional vendettas make for bad research and worse trades. Think before you short hype and publish. Get your mind right. That said if you do publish Ill be here to read it unemotionally scoop up the shares and drink your"
X Link 2026-02-11T02:28Z [----] followers, [----] engagements

"RT @MrMojoRisinX: Whether you are long-only (hopefully you were hedged or raised cash prior - see tweets on hedge structures) L/S et al"
X Link 2026-02-12T15:55Z [----] followers, [--] engagements

"RT @MrMojoRisinX: Bull market 'QE Brain' rewires the risk algorithm for many market participants. Peeps anchor to multiples instead of d"
X Link 2026-02-12T15:55Z [----] followers, [--] engagements

"Activist blocking out of $APD Say it with me - you cannot solve operational challenges with financial engineering Peace out"
X Link 2026-02-12T22:37Z [----] followers, [----] engagements

"$AIV Doing the right thing"
X Link 2025-11-10T22:38Z [----] followers, [----] engagements

"$GLASF $MSOS 'If you Grow it.They will come' Cali ---US (2.0) ---Europe Japan.Mars https://twitter.com/i/web/status/2011540922144792784 https://twitter.com/i/web/status/2011540922144792784"
X Link 2026-01-14T20:48Z [----] followers, [----] engagements

"Trading angry. $CSGP Things might get spicy at $CSGP Stay tuned. Things might get spicy at $CSGP Stay tuned"
X Link 2026-01-16T18:53Z [----] followers, 11.5K engagements

"Whether you are long-only (hopefully you were hedged or raised cash prior - see tweets on hedge structures) L/S et al. Before you say "it's time to buy" or listen to anyone else shouting this from their own personal mountain top. consider taking a step back and review the 'market correction' / hiccup / drawdown playbook. Don't move.until you see it. Stock "market" correction/hiccup/drawdown playbook: My order of operations/guidelines for a Long/Short strategy (this can change on the margin due to speed/severity of market drawdown as well easily adaptable based on investment/trading strategy"
X Link 2026-01-29T16:24Z [----] followers, 11.6K engagements

"oh The narrative that software analysts/funds are "just now" waking up to AI's impact on SaaS is absurd. This has been THE topic in every earnings call fund letters internal memos every PE portfolio review for 10+ quarters. The urgency has been escalating the entire time. These https://t.co/92nCE6aPtL The narrative that software analysts/funds are "just now" waking up to AI's impact on SaaS is absurd. This has been THE topic in every earnings call fund letters internal memos every PE portfolio review for 10+ quarters. The urgency has been escalating the entire time. These"
X Link 2026-02-03T22:48Z [----] followers, 32.7K engagements

"*BLUE OWL EXECS: TOTAL SOFTWARE LOAN EXPOSURE IS 8% OF AUM *BLUE OWL EXECS: TOTAL SOFTWARE LOAN EXPOSURE IS 8% OF AUM"
X Link 2026-02-05T17:35Z [----] followers, [----] engagements

"Excellent work on $CSU by @bizalmanac I was short the stock in a bundle of software names as a trade (covered yesterday; you can see my software tweets/thoughts). Don't have much to add beyond what I've already said there. CSU has a fascinating opportunity beyond their current M&A playbook. They're already acquiring for synergies and roll-up economics. But with PE firms and activists retrenching from software (despite what articles want you to believe) there's a structural void CSU could fill with a new flavor/approach: Public market strategic activism through a separate vehicle (could fund"
X Link 2026-02-06T16:18Z [----] followers, 25.9K engagements

"@ACapitalLP Julien @ Jef been callin' around last few days and upgraded $VST today"
X Link 2026-02-10T16:56Z [----] followers, [---] engagements

"@ACapitalLP I thought Paul covers $TLN Either way Jeffries was pretty early on TLN if I recall correctly. But not as early as my main man @Plum_Capital who got me into TLN at 40+- and pressed the direction of change at [--] [--] tender [---] 250"
X Link 2026-02-10T19:46Z [----] followers, [---] engagements

"GTFO Say it with meNo hall for Doc Coach of the Milwaukee Bucks a Class of [----] Finalist Doc Rivers. #26HoopClass https://t.co/KmgCzD7lpq Coach of the Milwaukee Bucks a Class of [----] Finalist Doc Rivers. #26HoopClass https://t.co/KmgCzD7lpq"
X Link 2026-02-12T00:46Z [----] followers, [----] engagements

"Another narrative is masking reality and this time it's the "rotation" narrative. Money moved into stocks trading at optically unchallenging valuations without fundamentally inflecting numbers. Down 5/15 protection via put spreads and even down 5s in select names and ETFs (sector and market)"
X Link 2026-02-12T15:40Z [----] followers, [----] engagements

"Don't go through the windshield right now. That's the objective. Protect yourself now so you can pounce and play offense later. Do you see it Another narrative is masking reality and this time it's the "rotation" narrative. Money moved into stocks trading at optically unchallenging valuations without fundamentally inflecting numbers. Down 5/15 protection via put spreads and even down 5s in select names and ETFs Another narrative is masking reality and this time it's the "rotation" narrative. Money moved into stocks trading at optically unchallenging valuations without fundamentally inflecting"
X Link 2026-02-12T16:02Z [----] followers, 10.2K engagements

"https://t.co/1cZWZtx1JZ https://t.co/1cZWZtx1JZ"
X Link 2026-02-13T13:24Z [----] followers, [----] engagements

"Jared showing you all his stuff now - the stoic self. Immediate gratification across all walks (shareholder activism kids being pushed too far to out excel their path (faster) by the vicarious parent even in the assessment of life choices / path (Illusion of Readiness) etc and so much more) The world has lost its way it has lost its process and has never been more evident than when people show their true selves via their approach and contribution to this platform (allegory for life). Sounds crazybut I believe it Be better We need to talk about whats happening to an entire generation. Im"
X Link 2025-11-12T12:44Z [----] followers, 14.2K engagements

"Feels good to purge followers. They hook you with one insightful tweet or real expertise in their lane but the rest is just hypocritical ad hominem attacks scattered across every topictrashing people and companies actually trying to move things forward. If you value our interaction tell me where Im wrong. Ill listen. But my Twitter mental stop loss wont tolerate this drawdown anymore. Get your mind right"
X Link 2025-11-14T09:18Z [----] followers, [----] engagements

"This is horrific advice people Worrying about the economy is a sign the business you own isnt strong enough or management isnt good enough. Worrying about the economy is a sign the business you own isnt strong enough or management isnt good enough"
X Link 2025-11-14T10:01Z [----] followers, [----] engagements

"Has to be tweet of the day from Bucco @MrMojoRisinX Thank you for sharing your thoughts and for the reminder there's an opportunity to be a more positive force on here. I have some work to do but.I'll be working on it @MrMojoRisinX Thank you for sharing your thoughts and for the reminder there's an opportunity to be a more positive force on here. I have some work to do but.I'll be working on it"
X Link 2025-11-14T12:39Z [----] followers, 46.3K engagements

"New From Mojo The ABCs of 12D Chess For 13Fs 13Fs are like bikinis. What they reveal is suggestive but what they conceal is vital. See b$o https://twitter.com/i/web/status/1989382487206707489 https://twitter.com/i/web/status/1989382487206707489"
X Link 2025-11-14T17:18Z [----] followers, 14.2K engagements

"$EA is a solid gross spread and I would rate the merger agreement a 8/10. Cold feet is not a way out and the legalise language is tight especially with existing holder participation. The parties are unlikely to want to terminate and have ways of restructuring around any CFIUS issue. Hedge consideration: risk of loss downside hedges to remove tail Trading: large market deals tend to have pockets of funky trading and volatility to use to your advantage Should have some other EA thoughts floating around via search function via strategic merits of the deal"
X Link 2025-11-18T14:57Z [----] followers, [----] engagements

"Gotham City Says Is Shorting Iron Mountain: Sohn London $IRM $AI Few tickers where things smell pretty fishy.and it aint just the change in disclosures. $AI $IRM $EQIX Few tickers where things smell pretty fishy.and it aint just the change in disclosures. $AI $IRM $EQIX"
X Link 2025-11-19T15:35Z [----] followers, [----] engagements

"The $LNW $LNWO $LNW.AX forced buying hasnt even happened yet and up [--] beaners since the print (Search function on X is garbage but should be a tweet floating around)"
X Link 2025-11-28T14:52Z [----] followers, [----] engagements

"There is disappointment in the announced $CWAN price and the go-shop has given people hope that another buyer will come forwards. Starboard leaking their position prior to the announcement was a signal that price would be disappointing or deal announcement for this year was in jeopardy so they put the market on notice but there was a flaw in their thinking. 13e3 filing "path" throws a wrinkle (can be a blessing for appraisal rights and a curse for bump) into their activist playbook and lowers the probability of a kiss but at $24.10 spread range +- leaves an upside tail without a lot of risk"
X Link 2025-12-22T15:02Z [----] followers, [----] engagements

"Twitter is drowning in stock picks while starving for investment process. The issue is Twitter doesn't realize this. People haven't gone through the process of knowing thyself or even really digging in deep to execute their PMs process better versus criticizing them in public after the PM wants to size the position larger after the stock has moved when in reality the market provided information the PM "needed to see" in order to feel more confident. I see so many isolated questions on Twitter that are impossible to answer without more context. How many positions should I own Should I use"
X Link 2026-01-11T15:34Z [----] followers, 115.2K engagements

"Yay $LNW $LNWO [--] beaners The $LNW $LNWO $LNW.AX forced buying hasnt even happened yet and up [--] beaners since the print (Search function on X is garbage but should be a tweet floating around) https://t.co/NDh0DN11Oj The $LNW $LNWO $LNW.AX forced buying hasnt even happened yet and up [--] beaners since the print (Search function on X is garbage but should be a tweet floating around) https://t.co/NDh0DN11Oj"
X Link 2026-01-12T14:19Z [----] followers, [----] engagements

"Thoughtful thread but I'd gently push back on the framing. The short selling playbook hasn't devolved.I would say it's adapted to a fundamentally different market structure. The "pre-hype then cover same day" pattern is pattern recognition. The market stages violent recoveries to most news now (as Shrub says it's the golden age of grift and Chanos has said it's the golden age of fraud). Companies that are insolvent and filing for bankruptcy turn into meme stocks and rip 300%. Short sellers have learned this the expensive way. The reputation angle is interesting but incomplete from my perch."
X Link 2026-01-20T15:13Z [----] followers, [----] engagements

"Bye bye $HOOD bcc watah and thunda The massive bull market in retail trading crypto and stonks created a nationwide Dunning-Kruger effect that dramatically worsened society The massive bull market in retail trading crypto and stonks created a nationwide Dunning-Kruger effect that dramatically worsened society"
X Link 2026-01-23T18:04Z [----] followers, [----] engagements

"For the pre event and biotech experts who follow $RVMD $MRK Did the deal break down over price or deal consideration structure re part of the consideration/leaked reported deal value was possibly a CVR (contingent value right) Where should this trade tomorrow based on target asset quality relative to the unaffected trading range and [--] parties walking away Thx in advance https://twitter.com/i/web/status/2015570539344232936 https://twitter.com/i/web/status/2015570539344232936"
X Link 2026-01-25T23:40Z [----] followers, [----] engagements

"Did the $RVMD $MRK deal really break over "price".or did it really break on reporters not understanding deal range of values and that the CVR was part of the consideration.keep in mind there was a prior buyer $ABBV who was in late stage advanced discussions before $MRK (publicly) joined the party and was never indicated to be in advanced talks. For the pre event and biotech experts who follow $RVMD $MRK Did the deal break down over price or deal consideration structure re part of the consideration/leaked reported deal value was possibly a CVR (contingent value right) Where should this trade"
X Link 2026-01-26T16:15Z [----] followers, [----] engagements

"Curiouswhy would you buy a call spread in a 2x ETF with a year until expiry that is 100% otm (not sure how to think about skew) vs buying the 60c or even a lower strike with similar premium spend outright and maintain trading flexibility across your fulcrum and other complimentary instruments https://twitter.com/i/web/status/2017657314505806147 https://twitter.com/i/web/status/2017657314505806147"
X Link 2026-01-31T17:52Z [----] followers, [----] engagements

"Watah Thunda Ho.is $HOOD gonna bleed out or will this end in a whoosh"
X Link 2026-02-02T17:11Z [----] followers, [----] engagements

"Oh man I really wish there was a direct no-nonsense answer. But my final answer is.It Depends The "right" approach to a special situations case study depends entirely on the firm's investment process time horizons position sizing philosophy and analytical priorities and personality of the PM/culture they have created. I was saving this for the next edition of Ask Me Anything (AMA) since I get this question quite a bit but here's the answer you'll get from me that has worked across different contexts (will add a bit more when I get time). Don't just prepare for the case study try and"
X Link 2026-02-02T18:29Z [----] followers, [----] engagements

"Can't wait until 'they' say the SpaceX IPO at $2 Trillion valuation is '15x oversubscribed' and 'you people' believe 'them' $TSLA Do you see it *SPACEX IN TALKS TO MERGE WITH XAI BEFORE THIS YEAR'S IPO Do you see it *SPACEX IN TALKS TO MERGE WITH XAI BEFORE THIS YEAR'S IPO"
X Link 2026-02-05T16:42Z [----] followers, [----] engagements

"@yummyCenturyEgg @BillyTheKid_59 Fav (and deserved) HoldCo Discounts: Grupo Mexico Exor Indian HoldCos Old Canadian Pacific (Left a few of the departed off) But instead of taking the average just add them up and you get the Ergen discount Whats the implied price"
X Link 2025-12-09T22:05Z [----] followers, [---] engagements

"Looks like $RDNT was kept under wraps pretty pretty pretty well. Only 2500x puts purchased to open yesterday (expiring this week haha) Short interest went up by 250k shares into the report"
X Link 2025-12-16T15:11Z [----] followers, [----] engagements

"Need to inform the CEO of ZoomInfo $GTM who took a comp plan out of your unique playbook vs hitting the bid Enjoy https://open.substack.com/pub/mojo3324106/p/dark-arts-of-prenups-and-pay-packagesr=5b91f3&utm_medium=ios @ScottAdamsSays Civilization will either be gone or AI/robotics will eliminate scarcity. Either way money wont matter. https://open.substack.com/pub/mojo3324106/p/dark-arts-of-prenups-and-pay-packagesr=5b91f3&utm_medium=ios @ScottAdamsSays Civilization will either be gone or AI/robotics will eliminate scarcity. Either way money wont matter"
X Link 2025-12-23T14:20Z [----] followers, [----] engagements

"Prognostications from Inside the Mind of Mojo (2026) These are meant to be fun a little twisted perhaps make you think. Some might get you hot and bothered - that's the point. These are 50-50 balls that live in the gap between consensus and reality. All in good fun"
X Link 2025-12-31T14:14Z [----] followers, 14.8K engagements

"The parties clearly contemplated an extended timeline based on prior precedent deal timelines when they announced the deal in September. But $RKT $COOP closed in October and provided closing playbook that essentially allowed them to use 'pre notification' time to push the timeline forward into Q126 and paved way for quicker close. Despite their original guidance provided (again before the other deal closed) I had this deal closing in early [----] (early Feb to be safe) based on the momentum of the above re it became obvious this wasn't going the distance."
X Link 2026-01-07T22:36Z [----] followers, [---] engagements

"The F1 movie got great reviews despite having an awful plot. That wasn't an accident. $FWONK Link to story in next post"
X Link 2025-07-02T18:05Z [----] followers, [----] engagements

"New post: CEF Activism at an Inflection Point: What BlackRock Doesn't Want You to Know About CEF Activism A Supreme Court case could reshape how activists pressure management across all of corporate America. Link in bio (Mojo) $RIV $BRW $FOF $BLK"
X Link 2025-07-07T17:53Z [----] followers, [----] engagements

"$IREN data points: Burn $1bn Raise $600mn via convertible bond and ATM Insiders selling Co-CEOs registering stock Questionable financial disclosures and lack of transparency Organized group of online stock promotion @MrMojoRisinX Data points @MrMojoRisinX Data points"
X Link 2025-08-29T12:26Z [----] followers, [----] engagements

"$DBRG $SFTBY In Masa We Trust"
X Link 2025-12-05T15:24Z [----] followers, 12.7K engagements

"Great tweet - $MSOS echo Dont get angry be happy Eat an edible take a $TOKE and enjoy this It will make you feel better at the very least to know the mechanics that lead to the dynamics https://open.substack.com/pub/mojo3324106/p/the-synthetic-high-that-became-itsr=5b91f3&utm_medium=ios Why is $MSOS crashing on the most fundamentally-bullish day in years Because the top holder of the ETF are derivative market makers (2nd pic). Basically Jane Street buys a bunch of the ETF and then right before OpEX they sell a bunch of OTM calls and buy OTM puts and then https://t.co/cOE1oJyUbE"
X Link 2025-12-19T13:44Z [----] followers, [----] engagements

"Retail selling $MRUS in a panic. Call in an end of [----] favor to your fav European swap provider and dyson up those shares What's the IRR on [--] beaners of free money for the next [--] mins"
X Link 2025-12-29T20:08Z [----] followers, [----] engagements

"Good discussion. Here is my parting thought(s): Obviously the value of Switch has changed considerably since $DBRG took it private but how much should we strike this to pure luck.and does it matter The answer is who cares. That said and feel free to help me brush up on the details but the cash contribution from the Aussies was very low fee (heavily negotiated) and a decent chunk of the equity/roll-over was no fee at all.That was the actual demand to fund the equity component of the switch go-private. The biz dev person began those discussions by waiving incentive fees lowering mgmt fees etc"
X Link 2026-01-09T17:02Z [----] followers, [---] engagements

"@HenryLSchuck Henry - wrote this deep dive on your $GTM compensation structure. One of the most fascinating governance designs I've seen outside of Musk's Tesla package. You're essentially running PE's playbook while keeping the keys. https://mojo3324106.substack.com/p/dark-arts-of-prenups-and-pay-packages https://mojo3324106.substack.com/p/dark-arts-of-prenups-and-pay-packages"
X Link 2026-01-21T15:14Z [----] followers, [---] engagements

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