@Projectcynic ProjectCynic
ProjectCynic posts on X about $bmbl, $mtch, $snap, money the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -35%
- [--] Month [-----] +684%
- [--] Months [------] +169%
Mentions: [--] #
- [--] Months [--] -21%
Followers: [---] #
- [--] Week [---] +1.70%
- [--] Month [---] -26%
- [--] Months [---] +27%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 28% finance 21% technology brands 3% social networks 2% cryptocurrencies 1%
Social topic influence $bmbl #5, $mtch 6%, $snap 6%, money 5%, in the 2%, ai 2%, sentiment 2%, stocks 2%, the new 2%, what are 2%
Top accounts mentioned or mentioned by @hamids @proudplants @valcosecurities @potentialseekin @michaeljburry @randiancapital @valueinvest12 @thothcapital @mygrowthstocks @larryvc @wagiecapital @bitcoinmagazine @oysteinbarmen @timothygarden15 @blakestonks @devangshah @jyrisalmela @baronrevilgaz @yieldguy @eftegarie
Top assets mentioned Bumble Inc. (BMBL) Match Group Inc (MTCH) Snap, Inc. (SNAP) Bitcoin (BTC) Rocket Companies, Inc. (RKT) Lowes Companies Inc (LOW) Home Depot, Inc. (HD) SuperWalk (GRND)
Top Social Posts
Top posts by engagements in the last [--] hours
"Bumble Inc. Upgraded To 'B+' As Deleveraging Thro S&P Global Ratings https://www.spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3493974 https://www.spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3493974"
X Link 2025-12-17T23:22Z [---] followers, [---] engagements
"$bmbl. add that the buybacks have been paused and substantial share based comp was approved in the $3 dollar range and its easy to see why its a high conviction short. [----] was the last insider buy. Someone will snatch this company up and stop the free candy give away game"
X Link 2026-01-27T15:31Z [---] followers, [----] engagements
"$bmbl Amazing week. I was afraid wed end a week green for a minute there"
X Link 2026-01-30T21:04Z [---] followers, [---] engagements
"@PotentialSeekin $mtch earnings today may give some early clues"
X Link 2026-02-03T17:32Z [---] followers, [---] engagements
"@larryvc $bmbl though favorite may not be my descriptor of late . Cheap has indeed become cheaper"
X Link 2026-02-03T17:35Z [---] followers, [----] engagements
"$bmbl. we have a breach in the [----] hull. i repeat we have a breach in the [----] hull. we are taking on numbers with 2s in front of them"
X Link 2026-02-11T15:59Z [---] followers, [---] engagements
"@WagieCapital $bmbl management would like accept your challenge. Where theres a share theres a way to pass it out for free"
X Link 2026-02-11T22:12Z [---] followers, [---] engagements
"Been researching $snap for a bit now. Decided to prompt my AI bot to be @michaeljburry since I dont know him yet but I bet my autism and his would have fun. Went back and forth for some time but this line really stood out: A talented team allowed to pursue elegance instead of efficiency"
X Link 2026-01-30T14:23Z [---] followers, [---] engagements
"$bmbl. I am often asked by the fearful part of my brain "are you still buying more of that shit; no way you are that fucking dumb" Never underestimate my stupidity. never. down we go and up goes my share count goddamnit"
X Link 2026-02-05T16:27Z [---] followers, [---] engagements
"Coming up on a year since @RandianCapital posted about $bmbl. some of these have come to fruition and some are still yet to be. I am pleased with some of the steps that have taken place over the past year but continued aggressive and relentless value extraction is needed. https://t.co/ONxQ1k1MU1 https://t.co/ONxQ1k1MU1"
X Link 2026-02-12T13:57Z [---] followers, [---] engagements
"my virtual @michaeljburry summed up $SNAP better than I could have: "Snap Inc. is a culturally relevant utility mispriced as a science projectbloated by ideology not demand. Make it boring force margins and the stock rerates fast; keep chasing vision and it stays dead money"
X Link 2026-01-30T14:23Z [---] followers, [---] engagements
"@BitcoinMagazine Anytime I start thinking about buying bitcoin I force myself to listen to this guy"
X Link 2026-02-12T23:09Z [---] followers, [---] engagements
"$bmbl. I know it wont happen but finalizing and announcing a buyout or some sort of deal on valentine's weekend would be pretty cool"
X Link 2026-02-13T13:43Z [---] followers, [---] engagements
"@oystein_barmen The market over reactions have given a golden goose with this one. Not the same company but it reminds me of when Netflix or Facebook had headwinds and everyone was certain they were done forever"
X Link 2025-07-21T15:15Z [--] followers, [---] engagements
"@RandianCapital Now youre talking my language. I currently have a couple of mortgages with $rkt and theve been such a good lender to deal with. When I started re investing local branches usually had the better deals but now $rkt is one of my first stops. Great customer service and sleek UI"
X Link 2025-07-22T23:17Z [--] followers, [---] engagements
"$bmbl. Yeah the price action is fun to talk about and all but; did you know that Whitney wolf heard has only been back about [--] months as ceo The reason Im holding and not swinging this is because its only been [--] months. somebody has been busy"
X Link 2025-07-23T23:49Z [--] followers, [---] engagements
"The tea app data incident is a great illustration of the moat $Bmbl can continue to build"
X Link 2025-07-27T19:17Z [--] followers, [---] engagements
"$bmbl. My bad on that small run today. I was bored and work and drew a line on a bumble chart which somehow coincided with someone with much more cash than me buying calls"
X Link 2025-07-31T20:26Z [--] followers, [--] engagements
"@hamids Offensive that they left off $bmbl; but fitting. They will all say your name soon Bumble. Your day is coming"
X Link 2025-08-03T21:07Z [--] followers, [---] engagements
"$BMBL. theres someone out there with more conviction than me judging by the options chain. Or they definitely have more cash than me. May your $BMBL wings take us to the highest mountains fellow nameless $BMBL warrior"
X Link 2025-08-05T18:56Z [--] followers, [---] engagements
"@Proud_plants"
X Link 2025-08-05T22:06Z [--] followers, [--] engagements
"@Proud_plants Todays $mtch earnings are probably a good sign that online dating isnt done; which was a dumbass conclusion in the first place"
X Link 2025-08-05T22:10Z [--] followers, [---] engagements
"Match Group posts revenue above estimates as it looks to lure Gen Z with AI push https://finance.yahoo.com/news/match-group-posts-revenue-above-201510864.html https://finance.yahoo.com/news/match-group-posts-revenue-above-201510864.html"
X Link 2025-08-06T14:02Z [---] followers, [--] engagements
"$mtch earnings really reiterate the race back to customer experience and service. Now Im not a betting man oh wait I am but I like the odds of pivoting one primary app versus several and doing it with a founder For less than [--] a share Lets ride $bmbl"
X Link 2025-08-06T14:05Z [--] followers, [---] engagements
"$bmbl. And I love Whitney wolf heard as a leader; but I do wonder if shes rolling her eyes internally at the need to use the term ai repeatedly. Theyve been using ai for years"
X Link 2025-08-06T14:08Z [--] followers, [---] engagements
"$bmbl emphasis on quality over quantity organic growth user satisfaction is good. Another impairment charge muddies the water a bit. Also glad to hear the updated tech. No big surprises on this one for me"
X Link 2025-08-06T21:10Z [--] followers, [---] engagements
"$bmbl shorts. Nows your shot to get out but youll be too dumb to take it. Ill remind you at 15"
X Link 2025-08-06T21:15Z [--] followers, [---] engagements
"@hamids Nice Caught some of it. Interested to hear your $Bmbl take. Im still confused w the impairment charges but the conference call was helpful and numbers otherwise were about what I thought. Without those impairments though future is looking bullish to me 🥳"
X Link 2025-08-06T22:24Z [--] followers, [---] engagements
"Whats that you say $bmbl Its raining money outside Dollars are on sale for 50c you say Im in"
X Link 2025-08-07T13:58Z [--] followers, [--] engagements
"@hamids Same page my friend. I am confused at what initiates an impairment charge as I thought they had that large one earlier this year but I guess this is something different Either way still radically radically undervalued"
X Link 2025-08-07T14:46Z [--] followers, [--] engagements
"@hamids Sorry to be the bearer of bad news here but I strongly disagree on this one. $bmbl is not a [--] dollar stock. I got in thinking it was worth about [--] but the more Ive learned and listened to wwh Im gonna have to up it to 30"
X Link 2025-08-08T22:16Z [--] followers, [---] engagements
"Obligatory $Bmbl post for today because clearly I am obsessed. Geneva fueled relaunch this month for BFF (hopefully) WWH sounding laser focused new CFO and you have demonstrated cost discipline Ok give me an insider buy on the open market and I'll add even more"
X Link 2025-08-12T12:24Z [--] followers, [----] engagements
"$bmbl. this is why I have tried my best to keep some cash on the sidelines. Anything changed about the business nope. Large players exiting is a magnificent discount. Is my position growing Yep. Show me an insider buy and I double it"
X Link 2025-08-14T13:55Z [---] followers, [---] engagements
"@hamids This is one of the most bizarre stocks Ive owned in terms of sentiment. Ive had plenty with negative sentiment for bad companies; but this one get me excited. Im extremely right or extremely wrong. Good luck out there"
X Link 2025-08-14T21:00Z [--] followers, [---] engagements
"$blnk should start a new business as a money incinerator the way they are burning through cash"
X Link 2025-08-20T14:00Z [---] followers, [---] engagements
"@hamids [--] plus years $low fan here whos completely done with that company. Team $hd now after watching the deteriorating customer service at Lowes. Long term Lowes holder as well. Sold every share"
X Link 2025-08-21T15:39Z [---] followers, [--] engagements
"$bmbl. Are we about to get even more concentrated Will he roll with not just [--] stocks but [--] Will there be golden girls and Buffy the Vampire slayer references from this day forward fuck diversification"
X Link 2025-08-27T15:10Z [---] followers, [---] engagements
"$snap is catching my attention in my alerts. Is this just woeful mismanagement there are so many users it seems loved by GenZ over [--] billion in revenue. Just started research so please correct me but it looks like poor monetization over spending and an unclear path"
X Link 2025-08-29T11:15Z [---] followers, [--] engagements
"@TimothyGarden15 yeah the share structure of BMBL and that preferred share garbage is not my favorite and one of my few knocks on them but with all the other factors at play I can accept it. I've been wrong before but the $bmbl upside is truly nuts"
X Link 2025-08-29T17:41Z [---] followers, [--] engagements
"$bmbl. Yes this dip is amazing and I appreciate it but damn I am running out of cash. Other assets will go on the chopping block if you keep this up. You can't keep putting this thing on sale thinking I wont buy"
X Link 2025-08-29T18:23Z [---] followers, [---] engagements
"@value_invest12 Watched the new add campaign a bit this morning. Movie new product launch in sept and a new ai app feature. Ok $bmbl. I like what Ive seen for 2025"
X Link 2025-08-30T20:52Z [---] followers, [--] engagements
"Estelle Getty had crippling stage fright. Apparently so do my very diversified positions in $bmbl. Forced to add more of those [----] Leaps today. This will be an interesting story"
X Link 2025-09-02T18:23Z [---] followers, [---] engagements
"@blakestonks I don't know who you are but welcome to the club. $bmbl is a deep value play and things may get weird but you're in the right place. even without recession people are missing the insane value of this thing"
X Link 2025-09-04T10:17Z [---] followers, [---] engagements
"Bumble BFFs revamped app is here focusing on friend groups and community building TechCrunch https://techcrunch.com/2025/09/18/bumble-bffs-revamped-app-is-here-focusing-on-friend-groups-and-community-building/ https://techcrunch.com/2025/09/18/bumble-bffs-revamped-app-is-here-focusing-on-friend-groups-and-community-building/"
X Link 2025-09-18T15:24Z [---] followers, [--] engagements
"and the infamous block sales from blackstone and WWH. Those sales happened RIGHT when the price was improving and sticking in the mid to upper 7s starting another downward trend into the [--] abyss. I am not well versed on signs of companies leaving the public markets"
X Link 2025-10-14T11:43Z [---] followers, [--] engagements
"but looking at these events in totality sure to look a lot like prepping for something. Could the block sales be a means of price anchoring and keeping the price from running to much That concludes this theory from a lunatic"
X Link 2025-10-14T11:43Z [---] followers, [--] engagements
"@devang_shah I may be in the minority here but with some of the headwinds facing the dating apps; I think $Bmbl may be better positioned for the necessary pivot than $mtch. Scrappy and founder led vs bloated"
X Link 2025-07-21T21:28Z [---] followers, [---] engagements
"$bmbl. Yes of course Ill take more at this price. Luckily I feel nothing inside other than growing conviction"
X Link 2025-09-30T17:39Z [---] followers, [---] engagements
"@jyri_salmela Perhaps. Could also be part of having a new cfo and reallocating funds bla bla bla. Still some intriguing moves. Reading tea leaves at this point but it sure is a quiet period for $bmbl. Ill just keep adding I suppose"
X Link 2025-10-09T19:14Z [---] followers, [---] engagements
"Oh silly and playful $bmbl. what are you doing down there. Get back up here so we can make some cash"
X Link 2025-10-10T14:58Z [---] followers, [---] engagements
"$bmbl. Ok I guess I have no choice but to capitulate and buy more. The blood in the streets in definitely my own. Hold nose buy turn off computer"
X Link 2025-10-10T16:30Z [---] followers, [---] engagements
"$bmbl. As you are pummeled like the great Rocky Balboa I stand"
X Link 2025-10-10T19:34Z [---] followers, [---] engagements
"@hamids The crazy in me salutes the crazy in you. Added $bmbl like a madman all week"
X Link 2025-10-10T20:17Z [---] followers, [---] engagements
"Tea leaf Tuesday. Could $bmbl be prepping to go private Looking at this year's moves: Founder return shedding assets cutting corporate bloat seemingly endless goodwill write downs which are hiding earnings a bit no share repurchases last quarter"
X Link 2025-10-14T11:43Z [---] followers, [---] engagements
"@Baron_Revilgaz This message brought to you by $grnd and my own $bmbl calls"
X Link 2025-10-16T18:20Z [---] followers, [---] engagements
"$bmbl. Forming the classic inverse head and shoulder and shoulder and shoulder and elbow and wrist and ankle pattern. Goodnight my 8c expiring tomorrow. goodnight"
X Link 2025-10-16T18:30Z [---] followers, [---] engagements
"$bmbl earnings next week Not expecting miracles out of this report but its gonna be nice to get a glimpse on whats been happening the last [--] days. Did the bleeding slow/stop Well see"
X Link 2025-10-28T19:20Z [---] followers, [---] engagements
"$bmbl. Things I will be watching next week: how is the paying user trend and Arppu looking Not looking for magic but a healing cut over a spewing wound would be nice. A stabilizing revenue decline and those cost cuts showing up on the books would be signals of a righting ship"
X Link 2025-10-28T21:58Z [---] followers, [---] engagements
"Also Ill be tea leaf reading like the nutjob I am for a potential buyer of $bmbl. Ive added another stock recently but its more in the growth sector. Still has some crazy room to run long term and Ill be posting about it at some point"
X Link 2025-10-28T22:01Z [---] followers, [--] engagements
"@hamids I think $bmbl goes private at some point. What are your thoughts I May be reading too much into it but this years moves line up with prepping for something. Excited for earnings next week though"
X Link 2025-10-31T23:59Z [---] followers, [---] engagements
"$bmbl. earnings week. After deliberating I won't be adding any more calls right now. So for any violent upward moves you can thank me for not cursing them with my call buying voodoo. I will keep dry powder for a potential bloodbath though I am not expecting one"
X Link 2025-11-03T18:04Z [---] followers, [---] engagements
"@valcosecurities I've got those some 5.50s and some 6s sold. I am expecting some decreases in user count. Ill be interested to see how thats reflected in the numbers. Also interested to hear about how BFF is doing"
X Link 2025-11-03T18:46Z [---] followers, [--] engagements
"@valcosecurities I am certainly not an accounting expert so consider this as coming from nothing. I believe they have a substantial amount of goodwill left on the books. Not sure if they take another write down or not however. Its all non cash but really muddies the water a bit"
X Link 2025-11-03T21:40Z [---] followers, [--] engagements
"$bmbl. takeaways from $Mtch earnings and a few of the things Ill be watching today for the earnings report [--]. Ongoing industry headwinds are a given. Is $bmbl showing signs of growing and differentiating itself in this realm. swipe fatigue is real. [--]. Any data on BFF"
X Link 2025-11-05T13:54Z [---] followers, [---] engagements
"Anticipating futher user declines but are those being offset through pricing power ARPU Might we get more juice from fewer lemons Have the margins slipped Can $bmbl capitalize on the Tinder weakness"
X Link 2025-11-05T13:54Z [---] followers, [---] engagements
"@Yield_Guy I havent dug into it yet or listened to the call but $mtch was also pretty beaten up in aftermarket hours yesterday. The industry headwinds are real but market over reactions are kind of par for the $bmbl course. I would prefer an over reaction in the other direction though"
X Link 2025-11-06T00:20Z [---] followers, [---] engagements
"$bmbl. Well skeptic hat is always on but I am not seeing anything thesis breaking here. On a micro view we may even be seeing early signs of stabilizing revenues since the turnaround. I.E perhaps we are finding the floor. ARPU and margins are actually tilting positive"
X Link 2025-11-06T13:23Z [---] followers, [---] engagements
"and if we start to view this strategically the nominal user declines are relatively stable though I too want to see growth here or at least narrowed percentage losses. Not a thesis breaker and not unexpected"
X Link 2025-11-06T13:23Z [---] followers, [--] engagements
"The balance sheet is not indicating bankruptcy to me but the price action sure is. Cash pile is larger. The TRA removal is interesting. I want to do some more research on how that works but it sure adds to my tea leaf reading of a potential buyout"
X Link 2025-11-06T13:23Z [---] followers, [--] engagements
"@hamids $bmbl. Read the transcript this morning. Bought more. Im cautious about throwing good money after bad but I am still not seeing this as a dying company but it sure is priced like one"
X Link 2025-11-06T16:59Z [---] followers, [---] engagements
"Oof. $bmbl hitting me with the trap door to the trap door these last few weeks. Good time to just look away"
X Link 2025-11-06T21:51Z [---] followers, [---] engagements
"@eftegarie Smart. My leaps are bleeding but if management cant get this thing turned before they expire its not turning"
X Link 2025-11-06T22:28Z [---] followers, [--] engagements
"$BMBL I'd LOVE if you found a buyer and went private in [----]. Activists and private equity have to be penciling out deals. And at this price range I bet it could be a leveraged buy out https://www.nytimes.com/paidpost/bumble/its-never-too-late-to-love-again.htmlsmid=tw-share https://www.nytimes.com/paidpost/bumble/its-never-too-late-to-love-again.htmlsmid=tw-share"
X Link 2025-11-07T14:13Z [---] followers, [---] engagements
"@valcosecurities If they can find a way to stabilize customer loss this thing will skyrocket. Remember they drastically cut advertising spend while they focus on paying down debt and getting the product improved and arpu is looming better. Just need more u which is like Herds specialty"
X Link 2025-11-07T14:45Z [---] followers, [--] engagements
"$bmbl. Sigh. Certainly you see all your other stock friends going up. Do that. Predicting we hit upper 3s over the next couple of weeks before finding a floor though its done an amazing job with floor and subfloor demolition"
X Link 2025-11-10T21:47Z [---] followers, [---] engagements
"$bmbl may be doing something that is unintended but I wonder if its part of the plan; and if it is its bold and fucking brilliant. Consider what happens when low quality members that are actually humans get kicked off their platform. What do you think they do"
X Link 2025-11-13T15:45Z [---] followers, [---] engagements
"@PotentialSeekin consider some of the early marketing of $bmbl. back when it first started. posting on classroom doors that Bumble was banned in classrooms created a perception of exclusivity and built a trend"
X Link 2025-11-13T16:13Z [---] followers, [---] engagements
"$bmbl. Good interview here https://podcasts.apple.com/us/podcast/how-leaders-lead-with-david-novak/id1223803642i=1000734162781 https://podcasts.apple.com/us/podcast/how-leaders-lead-with-david-novak/id1223803642i=1000734162781"
X Link 2025-11-15T14:58Z [---] followers, [---] engagements
"@rnewton7777 Feeling your pain over here in $bmbl remodeling services watching them turn floors to ceilings"
X Link 2025-11-17T21:38Z [---] followers, [---] engagements
"@Proud_plants Same parts stood out to me. I actually like $bmbl not being as all consuming to her as it was as that type of leadership is unsustainable. But if shes willing to walk away what does that say about her reason for returning in the first place"
X Link 2025-11-19T11:38Z [---] followers, [---] engagements
"@Proud_plants But the earnings plus her statements and interviews really simplify the bet. Bumble isnt dying in the short term; still making money DURING a turnaround while losing customers which is insane. Can they get more customers in the long term. My bet is yes"
X Link 2025-11-19T11:41Z [---] followers, [--] engagements
"$bmbl. Building healthy relationships for customers and abusive relationships for shareholders"
X Link 2025-11-20T18:06Z [---] followers, [---] engagements
"@value_invest12 $bmbl for me. I suppose the good news is I guess Ill get assigned a lot more shares at this rate. For the love of love is going to be on my goddamn tombstone 🪦"
X Link 2025-11-20T21:45Z [---] followers, [---] engagements
"$bmbl. interesting new filing from yesterday. I have to do some more processing of it but at this point its pretty safe to say Blackstone will not be taking Bumble private. Its not Blackstone its certainly not me so we can rule out those two possibilities"
X Link 2025-12-02T14:37Z [---] followers, [---] engagements
"@hamids what are you thinking about the latest $bmbl filing Its interesting to me but as with many things public its also confusing. Youre the biggest sorry second biggest $bmbl bull I know of"
X Link 2025-12-03T14:00Z [---] followers, [---] engagements
"I asked chatgpt as the language was confusing: They still beneficially own 28.9% of the Class A as of the filing date. They and Whitney together may be deemed to own 39.1%. They keep the voting rights on the pledged shares during the forward at least for now. But economically Theyve largely linked their position to a future sale at an averaged price not to long-term upside. This is de-risking + pre-planned sell-down not were in this for the next decade"
X Link 2025-12-03T16:51Z [---] followers, [--] engagements
"@ThothCapital Im also bullish on $Bmbl but the share buyback is a bit watered down by share based compensation and their evergreen share policy for employees. I like that they are paying down debt and the cashflow is great. Dont love the governance and share structure"
X Link 2025-12-08T13:12Z [---] followers, [---] engagements
"@valcosecurities $snap. Not for the financials for the sheer user base. Certainly someone competent can monetize it"
X Link 2025-12-09T17:10Z [---] followers, [---] engagements
"@valcosecurities Agreed. Giving out shares like its Halloween candy while the stock price tanks"
X Link 2025-12-09T17:15Z [---] followers, [---] engagements
"@Proud_plants @MyGrowthStocks My 2c is that the block sales were our price anchor. So considering they were sold at a discount I have a low sales price of 8-10 which is a major disservice to shareholders. More reasonable would be low to mid double digits. Likely depends on the buyer"
X Link 2025-12-15T11:44Z [---] followers, [--] engagements
"@Proud_plants @MyGrowthStocks Yeah Im not betting on it as a main factor but it wouldnt surprise me. IPO make a bunch of cash go private and do some restructuring re ipo a few years later at a higher price get more cash etc"
X Link 2025-12-16T00:28Z [---] followers, [--] engagements
"$snap. How do I get a job at Snapchat I And does every position involve getting tons of company equity and then dumping it If so despite my being unqualified I am highly qualified for Snapchat"
X Link 2025-12-18T21:12Z [---] followers, [---] engagements
"@woodworthfund Good take on this. Its a large and growing position for me as the price seems absurd but Ive been wrong before. What are your thoughts on the blackstone exit"
X Link 2025-12-31T21:42Z [---] followers, [---] engagements
"@Stoef1988 @PotentialSeekin reminds me of somewhat similar $SNAP. widely recognized brand and likely undervalued but can't show even an ounce of shareholder alignment"
X Link 2026-01-27T18:01Z [---] followers, [---] engagements
"Easy week to hold. No news no insider sales nothing thesis breaking. Just another rejection. Hey that should be the new slogan. Its ugly right now. Deep value or deep mistake. Only time will tell"
X Link 2026-01-31T00:20Z [---] followers, [--] engagements
"Sound familiar $bmbl. Intentionally slowing revenue growth to optimize customer experience first is a predictor of success. Ramping revenue growth with bad customer experience is a negative indicator. Financial analysis says the latter is better than the former investment acumen says the opposite. Intentionally slowing revenue growth to optimize customer experience first is a predictor of success. Ramping revenue growth with bad customer experience is a negative indicator. Financial analysis says the latter is better than the former investment acumen says the opposite"
X Link 2026-01-13T21:23Z [---] followers, [---] engagements
"RIP my sweet remaining Jan 2026cs; you were left in a dry desert of nothingness. May your [----] and [----] brothers and sisters find the glory you fought for. $bmbl"
X Link 2026-01-17T16:00Z [---] followers, [---] engagements
"procrastination Monday. Decided to run some of my DD on my value play $bmbl through my AI @michaeljburry chat prompt. here was the summary. can't argue: Burry-style one-liner on management The business is salvageable but the stewards are optimized for survival not value creation. Thats the situation. Bottom line Is management evil No Are they competent administrators Yes Are they the team you want owning your downside No Will value unlock without pressure Unlikely https://twitter.com/i/web/status/2018348835232272888 https://twitter.com/i/web/status/2018348835232272888"
X Link 2026-02-02T15:40Z [---] followers, [---] engagements
"excited to review the $bmbl earnings tomorrow and over the weekend. I thought it would be fun to get the social media sentiment beforehand l. Judging by social media sentiment the company is bankrupt tomorrow and its also the next Apple. Im guessing its somewhere in between"
X Link 2025-11-06T00:27Z [---] followers, [---] engagements
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