@RahulSetty_ Avatar @RahulSetty_ Rahul Setty

Rahul Setty posts on X about $hims, in the, $tmdx, business the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

Engagements: [--] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [-----] #

Followers Line Chart

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks 36.61% finance 19.64% cryptocurrencies 6.25% technology brands 3.57% luxury brands 0.89% social networks 0.89% mlb 0.89%

Social topic influence $hims 18.75%, in the 13.39%, $tmdx 8.93%, business 6.25%, future 6.25%, $four 5.36%, the most 5.36%, ohtani 5.36%, term 5.36%, the first 4.46%

Top accounts mentioned or mentioned by @logicalthesis @paulcerro @drtomslens @drtomslensscoreboard @speedwellllc @smallcapdisc @taylorblakeward @p14capital @tintincapital @morpheus7447x @sixsigmacapital

Top assets mentioned Hims & Hers Health, Inc. (HIMS) TransMedics Group, Inc. Common Stock (TMDX) 4 (FOUR) Sea Limited (SE) Grab Holdings Limited Class A Ordinary Shares (GRAB) Novo-Nordisk (NVO) AppLovin Corporation (APP) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) Rubrik, Inc. (RBRK) Cloudflare, Inc. (NET) monday.com Ltd. (MNDY) Asana, Inc. (ASAN) Twilio, Inc. (TWLO) Crocs, Inc. (CROX)

Top Social Posts

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

"$FTAI story has gotten better and better with PMA approvals replicating SCI and unveiling Power segment to repurpose permanently out of service engines. Big rerate over the last month following more investors looking into the name $FTAI might be one of the best kept secrets and underfollowed stories in the whole market especially after a monster report showing the inflection point. Averaged up today currently my second biggest position. $FTAI might be one of the best kept secrets and underfollowed stories in the whole market especially after a monster report showing the inflection point."
X Link 2026-01-16T17:43Z [----] followers, [----] engagements

"Nice thesis overview of $FOUR in the quoted link specifically the callout to embedded growth from gateway conversions/pipeline and not needing M&A to grow further. Whats more the biz is mispriced and mgmt knows it. The Greystone Capital Q4 letter is available on the site. Included in the Appendix is a writeup on $FOUR our newest investment and a business solving what appears to be an intractable problem. https://t.co/0kU9EgbsjR The Greystone Capital Q4 letter is available on the site. Included in the Appendix is a writeup on $FOUR our newest investment and a business solving what appears to"
X Link 2026-01-23T17:58Z [----] followers, [----] engagements

"What are your favorite names in software This selloff has brought many names that were previously valuation-locked into a buy zone if you can decently understand what the future looks like"
X Link 2026-01-23T19:56Z [----] followers, [----] engagements

"Are there any cultural issues at $RBRK that the existing CRO would leave a biz that to any outside observer is performing fantastically with a bright future"
X Link 2026-02-05T01:51Z [----] followers, [----] engagements

"@LogicalThesis Its a departure not sbc sales very fair to ask the question. Twilio CRO leaving for Cloudflare in pandemic times was the beginning of the end for them"
X Link 2026-02-05T04:39Z [----] followers, [---] engagements

"Twilio underperformed because it became a deeply mismanaged company starting with a derailed sales motion and poor internal focus. Not saying Rubrik will become Twilio but its worth considering who the star employees are internally & whether success is due to general culture or one specific person/teams leadership. But yes itll probably be fine https://twitter.com/i/web/status/2019283176846434661 https://twitter.com/i/web/status/2019283176846434661"
X Link 2026-02-05T05:33Z [----] followers, [---] engagements

"$HIMS Im so relieved I sold this one they fly too close to the sun. Wasnt an easy decision at the time and received hordes of angry comments. If you cant sleep at night you owe it to yourself to trim or exit the position. Their P&L has really gone backwards over the last few quarters too 🤷🏽♂ 🚨 JUST IN: $HIMS launches copy of Wegovy pill at an introductory price of $49/month. Yikes I know most people will call this bullish but I dont share that view. The litigation risk is now higher than ever. Also the fact that the company continues to double down on this https://t.co/bA9I1pwnGk 🚨 JUST"
X Link 2026-02-05T14:23Z [----] followers, [----] engagements

"$HIMS In all seriousness some sobering words of advice for investors are holding a quickly deteriorating story: - sunk costs are sunk unrealized MTM losses can turn to permanent losses (recall 2022) - you dont need to make $ back the same way you lost it - doubling down or martingale-ing on the way down if youre not confident this ends well turns gains into losses and losses into bigger losses doubly fast - revisit your priors and mgmt promises/roadmap. did they come true or is mgmt constantly pivoting and making new promises to save face. are things constantly getting worse because of mgmt"
X Link 2026-02-07T16:27Z [----] followers, 12.2K engagements

"@LogicalThesis It would be hilarious if it wasnt so sad. Most of these people are ordinary joe schmoes ruining their financial lives trying to buy every dip. Its a shame"
X Link 2026-02-07T17:13Z [----] followers, [---] engagements

"Hey @DrTomsLensscoreboard $HIMS In all seriousness some sobering words of advice for investors are holding a quickly deteriorating story: - sunk costs are sunk unrealized MTM losses can turn to permanent losses (recall 2022) - you dont need to make $ back the same way you lost it - doubling down or $HIMS In all seriousness some sobering words of advice for investors are holding a quickly deteriorating story: - sunk costs are sunk unrealized MTM losses can turn to permanent losses (recall 2022) - you dont need to make $ back the same way you lost it - doubling down or"
X Link 2026-02-07T17:50Z [----] followers, [----] engagements

"@paulcerro @DrTomsLens Calling a DOJ investigation a conviction test is crazy thats all I have to say about that"
X Link 2026-02-07T18:39Z [----] followers, [--] engagements

"@paulcerro Congrats Paul. Happy for you. You deserve your flowers"
X Link 2026-02-07T22:27Z [----] followers, [---] engagements

"$FOUR buybacks are going well $FOUR Clues from the recent sec filings lead to a guess of approximately [-------] shares repurchased. Around $65 would be $300000000 used thus far. $FOUR Clues from the recent sec filings lead to a guess of approximately [-------] shares repurchased. Around $65 would be $300000000 used thus far"
X Link 2026-02-12T16:24Z [----] followers, [----] engagements

"$GRAB This seems like deworsification & a commoditized space The risk of this is why I had parted ways with my shares a couple quarters ago. Mgmt teams that pile up too much cash often times are often guessing when it comes to redeploying it. 🚨 $GRAB ACQUIRES STASH 🚨 - $GRAB to acquire 100% equity interest of Stash at an enterprise value of $425M. - Stash is a U.S. digital financial services company with $5B in AUM 1M+ paying subscribers and is cash-flow positive. - Stash is expected to generate over $60M in https://t.co/Mqmo5qdGMc 🚨 $GRAB ACQUIRES STASH 🚨 - $GRAB to acquire 100% equity"
X Link 2026-02-12T19:48Z [----] followers, [----] engagements

"$HIMS is now +76% since I wrote my ss article on it [--] months ago and up +400% from the October lows. Congrats to all the shareholders 😁🤯 All throughout the last several years $HIMS has put up stellar reports now finally being rewarded for it. Sentiment & narrative can turn on a dime dont forget it"
X Link 2024-06-12T13:53Z [----] followers, [----] engagements

"@Speedwell_LLC Maybe $MNDY $ASAN citing choppy demand environment"
X Link 2026-02-13T06:20Z [----] followers, [---] engagements

"Mike Trout has been more valuable this season (6.5 fWAR) than [--] other outfields in baseball have been. Not CFs RFs or LFs. Entire outfields. That's how good he has been and continues to be. #Angels"
X Link 2019-07-15T15:54Z [----] followers, [---] engagements

""Future utility guy" David Fletcher has fielded 100+ innings at four different positions with [--] defensive runs saved. On top of that he's sporting a .362 on-base and is on a 162-game pace for [---] hits an 86th percentile mark among qualified hitters in '18. #Angels"
X Link 2019-07-15T23:45Z [----] followers, [--] engagements

"#Angels team ranks in 2019: Hitting: 16th Relief pitching: 16th . . . Starting pitching: 30th There are [--] teams in baseball"
X Link 2019-09-30T18:33Z [----] followers, [--] engagements

"Mike Trout has a higher bWAR (72.5) than Derek Jeter (72.4) despite having played eleven less seasons ()"
X Link 2019-11-22T21:38Z [----] followers, [--] engagements

"Ya know I'm very glad the #Angels missed out on Cole. 9/324 ($36M) is absolutely bananas and for a pitcher no less. You have to roster elite players but you also have to build a margin of safety into your contracts to have a sustainable winner"
X Link 2019-12-11T05:03Z [----] followers, [---] engagements

"Pederson/Stripling trade would have taken LAA from a fringe contender to a competitive WC team. Moreno's pulling out of a heavily favorable deal is nothing short of gross negligence for a team that hasn't come close to sniffing the playoffs the last four seasons. Embarrassing"
X Link 2020-02-10T17:26Z [----] followers, [---] engagements

"the perfect gift doesn't exi-"
X Link 2020-02-17T02:31Z [----] followers, [--] engagements

"in these trying times there's only one thing that can save us"
X Link 2020-02-19T03:23Z [----] followers, [---] engagements

"I dunno if Joe Maddon actually adds any wins to the #Angels but his infusion of excitement is much needed after Ausmus and Scioscia's routine cookie-cutter responses Joe Maddon: Im an Olympian when it comes to sleep. Joe Maddon: Im an Olympian when it comes to sleep"
X Link 2020-02-22T17:44Z [----] followers, [--] engagements

"Gonna be so much fun seeing Trout and Rendon face Mookie and Bellinger for the foreseeable future. Being a SoCal baseball fan is pretty darn good right now"
X Link 2020-07-22T16:42Z [----] followers, [--] engagements

"If the season ended today the Angels (2-5) would be tied with the Diamondbacks for the first overall pick in the [----] draft. BREAKING: MLB commissioner Rob Manfred told MLBPA executive director Tony Clark on Friday that if the sport doesnt do a better job of managing the coronavirus it could shut down for the season sources tell ESPN. Story at ESPN: https://t.co/o0OL7JzowN BREAKING: MLB commissioner Rob Manfred told MLBPA executive director Tony Clark on Friday that if the sport doesnt do a better job of managing the coronavirus it could shut down for the season sources tell ESPN. Story at"
X Link 2020-07-31T21:13Z [----] followers, [--] engagements

"Jerry Dipoto has assembled an absolute monster of a farm system in Seattle. He might just be one of the best GMs in baseball: terrific drafting player development international signings and shrewd trading with a legitimate pitching pipeline. Watch out"
X Link 2020-08-31T04:41Z [----] followers, [---] engagements

"Mike Trout is the career HR leader for a franchise that's existed for over 2x his life. He's not even [--] years old yet and it's not possible to overstate how great he's been. That's what we're witnessing: greatness. #Angels"
X Link 2020-09-06T00:33Z [----] followers, [---] engagements

"This is the most watchable #Angels team since.2017 Hasn't been this fun in a long long time I feel like"
X Link 2021-04-06T05:27Z [----] followers, [--] engagements

"Can the #Angels replace the Pujols HR counter with a Mike Trout fWAR counter 😁"
X Link 2021-05-17T05:28Z [----] followers, [--] engagements

"It's spectacular what Jo Adell is doing in the minors right now but cutting down on the swing and miss is what will drive his success in the majors. Already know he has the power. No need to rush a call-up at least not yet but keep an eye out. #Angels"
X Link 2021-05-25T04:10Z [----] followers, [--] engagements

"Look I'll say it: the #Angels don't deserve to win unless they get their act together. That means not just building a talented well-balanced roster but investing in players systems and infrastructure that makes it sustainable. Culture starts from the top"
X Link 2021-07-24T03:42Z [----] followers, [--] engagements

"Truly astounded by anyone who says #Angels should buy at the deadline they're a .500 team [---] games in with half their lineup on the IL double digit GB of the division. With every game they don't gain ground or worse lose math continues to work against them"
X Link 2021-07-30T04:56Z [----] followers, [--] engagements

"Janson Junk #Angels main return for trading Andrew Heaney to NYY is a 25-year old with a [----] ERA across [--] appearances (12 starts) [----] innings [---] K/9 [---] BB/9. Seems like a fine return for Heaney's remaining [--] starts"
X Link 2021-07-30T20:08Z [----] followers, [---] engagements

"Brandon Marsh looking more and more like he can be the #Angels leadoff hitter of the future w/abv avg hit tool & outstanding defense/baserunning. The patience will come. Plays the game hard. Love it"
X Link 2021-08-31T04:34Z [----] followers, [---] engagements

"Arte Moreno is truly lucky he owns a sports franchise. In very few businesses can you consistently execute poorly make a metric f'ton of money and still refuse to improve the product. Truly incredible to watch"
X Link 2021-11-29T21:07Z [----] followers, [---] engagements

"So #LAAngels bullpen looks like this at the moment and it's not bad: CL: Raisel Iglesias SU: Aaron Loup Austin Warren Michael Lorenzen (my opinion) Mike Mayers Jos Quijada Swingman (i.e. Jaime Barra)"
X Link 2021-12-01T04:55Z [----] followers, [---] engagements

"#Angels wins above replacement breakdown shows their roster imbalance. Implies top [--] comprise 82% of team's production. Brutal. Shohei Ohtani: [---] fWAR Mike Trout: [---] Taylor Ward: [---] Patrick Sandoval: [---] Rest of team: [---] (18%) https://www.fangraphs.com/teams/angels https://www.fangraphs.com/teams/angels"
X Link 2022-07-11T05:46Z [----] followers, [---] engagements

"My first substack post is out I wrote about $TWLO: an in-depth look at what they do what makes it a quality business and why I believe it is a very compelling opportunity here. https://exitvelocity.substack.com/p/twilio-the-pendulum-swings-both-ways https://exitvelocity.substack.com/p/twilio-the-pendulum-swings-both-ways"
X Link 2022-11-21T14:51Z [----] followers, [---] engagements

"The Angels wasted Shohei Ohtani and they wasted Mike Trout. There I said it"
X Link 2023-09-16T18:25Z [----] followers, 47.3K engagements

"If $CROX were to have flat sales over the next [--] years (lets call it $4 billion) and hold EBIT margins constant (28% in 1H23) they could pay off all LT debt in [--] quarters and buy back 70% of shares at the current price. And thats assuming no revenue growth. Just sayin"
X Link 2023-09-28T14:34Z [----] followers, 45.9K engagements

"The next [---] bagger is not going to be something that looks like Constellation Software or Intuitive Surgical or Amazon. Its probably a company that is misunderstood and underappreciated by the marketplace today. What profitable earlier-stage cos fit this mold I gave this presentation at the @smallcapdisc event last month. I think you will enjoy it. https://t.co/YJT8idrrps I gave this presentation at the @smallcapdisc event last month. I think you will enjoy it. https://t.co/YJT8idrrps"
X Link 2023-11-07T06:57Z [----] followers, 116.8K engagements

"Added to $SE this morning at $38.24. Have some more cash anyone have good long ideas Looking for high probability 15%+ CAGR ideas preferably above 20%"
X Link 2024-01-04T19:18Z [----] followers, 28.9K engagements

"Phenomenal $HIMS Q1 [----] results Showing monster operating leverage and should give investors confidence they can hit their long-term 20-30% adj EBITDA targets. They are projecting to hit their [----] targets a full year early. The team delivers again.🎯 - Revenue $278.2mm +46% y/y - GAAP net income $11.1mm 4% of revenue vs (5%) in comparable period - Adj EBITDA 11.6% of revenue vs 3.2% in comparable period - Raised FY24 revenue guide to $1.20-$1.23 billion & adj EBITDA guide to $120mm - [---] bps of leverage on marketing spend () - Subscribers 1.7mm +41% y/y - AOV $109 +21% y/y"
X Link 2024-05-06T20:25Z [----] followers, [----] engagements

"$FOUR numbers are solid continuing to execute though needs to do better job of messaging seasonality to street - Q1 is slowest of the [--] quarters and analyst exps didnt reflect resulting in large headline miss. This will separate investors vs speculators Net revenue $263.7mm or +32% y/y and E2E volume $33.4B or +50% y/y Gross profit +27% y/y 11% net income margin $78.2 adj FCF Confirmed reports of staying public no offer was good enough Announced $500mm buyback (10% of market cap) and $250mm purchase of Revel (will contribute $15mm EBITDA to FY if closes by July 1st) Significant marquee"
X Link 2024-05-09T13:16Z [----] followers, 11.9K engagements

"$SE is +101% since my below tweet 🎯 Just produced a fantastic quarter with 36% e-comm growth solid fintech results and even Garena bookings returning to growth (after gaming revs showed bottoming 2-3 quarters ago). My hunch is its going to $100+ within a few quarters as mgmt has dramatically derisked the business through improved execution & focus. As evident to anyone who studied this region Lazada and Tokopedia not threats. Very excited to continue owning this one. My thoughts on potential $SE catalysts shared from earlier this morning. Just getting started imo were so early to folks"
X Link 2024-05-18T15:57Z [----] followers, 20.2K engagements

"Just saw some results from a 40-position diversified portfolio over the previous [--] years and well I dont think Ill be concentrating at cost 10% ever again. 🤯 Theres no reason why one cant materially outperform with a 20+ position diversified portfolio while greatly reducing left-tail risk"
X Link 2024-07-28T02:23Z [----] followers, 15.1K engagements

"My hunch re $HIMS px action is the market is concerned about GLP-1 margins being dilutive to overall margins (confirmed by CFO Okupe) as well as lower GMs over the next [--] quarters due to new product ramps. To me these are short-term concerns that should subside as we approach the back half of the year bigger picture they believe they can continue to sell compounded weight loss solutions beyond the shortage and have guided to 75% GMs long term and reiterated 20-30% adj EBITDA LT margin guide (call it 15-25% FCF ballpark). The market is still looking for its gotcha moment just as it was"
X Link 2024-08-06T13:53Z [----] followers, [----] engagements

"Anyone who thinks the $HIMS thesis hinges on GLP-1s needs to be put in a timeout zone. The markets perception (4x gross profit EX-GLP-1) for a 90% recurring revenue 80%+ GM cash-flowing & profitable business implies deep-rooted business model flaws. This is an asset-light entity with $200mm+ in cash no debt and buying back stock. Continuing to cash flow every quarter and more substantively. No clue how this is a battleground stock because without GLP-1s the stock deserves to be 2x where it is right now"
X Link 2024-08-22T17:04Z [----] followers, 26.8K engagements

"Added meaningfully to $HIMS again at $14.32 after my post-ER adds around $16. Breaking all sorts of position sizing rules but can't help it this business is going to generate wicked cash flow in the years to come (and already is despite its youth). Stock is sitting on the [---] dma with volume drying up oversold RSI and MACD appearing to have bottomed - not advice of course but points to perhaps the best entry point since mid-Q2"
X Link 2024-09-05T18:20Z [----] followers, [----] engagements

"Very disappointing that Seeking Alpha is paywalling all articles. Whats the point of visiting their site now The value is in reading contributors opinions and the comments section. 🧐"
X Link 2024-09-16T20:19Z [----] followers, 14.4K engagements

"The current $TMDX discourse reminds me of 12-15 months ago whyd they even buy planes in the first place Added quite a bit to my position today excited to have bought at these levels. Did not think wed be back here tbh. TMDX taken to the woodshed follow me for more financial tips 😩 TMDX taken to the woodshed follow me for more financial tips 😩"
X Link 2024-10-29T17:53Z [----] followers, 61.2K engagements

"$TMDX this was the most important part of the TransMedics call for me. Fleet deeply underutilized resulting in revenue & margin pressure with long run expectations unchanged. Management outspoken about this and this planned maintenance has been well telegraphed. These are (obviously) short term headwinds. Mgmt is also stating they plan to go international and can expand into kidney which is huge for the equity as growth in the out years of a 5-10 yr forecast likely wont be boom or bust. Dont see why 25% FCF margins arent unreasonable at scale if they expect to be at 30% EBIT exiting 25; no"
X Link 2024-10-30T02:33Z [----] followers, 58.7K engagements

"An overshare: Im so proud of how far Ive come lately. Just a couple months ago I decided I was finally fed up with a truly t***c boss/workplace and put in a notice without anything lined up. I took a spontaneous memorable cross-country solo travel trip followed by another one with a few close friends which was much-needed time to recharge. Fast forward to a few interviews in the pipeline going well and these past few weeks have been a breath of fresh air at my new job. Mentally emotionally physically its a complete [---]. Its never too late to set your boundaries and look out for yourself. You"
X Link 2024-11-16T18:38Z [----] followers, 23.2K engagements

"Sold about 70% of the $TMDX position this morning. I think this may work out in the end but its rapidly turned into a too-hard pile and may not be what I originally thought. There are valid concerns here on pricing/competition and Im going to play defense (risk mgmt) after having been too patient since Q3 earnings. Im rarely one to read into stock prices but after reporting strong Q4 preliminary KPIs and terrific flight data so far in Q1 the stock reacted to Mondays conference by sharply selling good news two days in a row. Lot of lessons here introspection needed. Not reacting quickly enough"
X Link 2025-01-16T16:33Z [----] followers, 84.3K engagements

"Just my 2c: the prevailing rhetoric around $HIMS on fintwit has gradually transitioned from cautiously optimistic to extremely reckless lately (buy at any price just get in its a great company we are going to squeeze the shorts etc). Hard to tell if this is a rerating a short squeeze or both but the reality is there are valid near-term concerns for the stock as this is a very different risk-return calculus than in the past. For my part I have continued to trim my position heavily (having sold nearly half the position now) and may continue to do so simply recognizing that my original thesis"
X Link 2025-02-05T15:32Z [----] followers, 68.6K engagements

"Missing the point completely as it shows the strength of $HIMS ability to distribute not only generics but brandeds under partnership as they can move so much more volume vs the manufacturer can on their own. In the long term more partnerships across each of their categories are likely. It is validation"
X Link 2025-04-29T13:01Z [----] followers, [----] engagements

"The short thesis for $HIMS is predicated on the company going from hypergrowth to just good/no-growth but the stock was never priced for hypergrowth or high growth in the first place despite first-class execution software-esque gross margins and blistering growth. Shorts are clearly not understanding the product-market fit + operating leverage which is insane because management has proven this virtually every quarter over the last [---] years not missing a beat as theyve gone from a small microcap into mid/large cap territory. And the operating leverage isnt remotely done yet given the"
X Link 2025-05-06T15:49Z [----] followers, 10.4K engagements

"$HIMS I am out very frustrated with management and have sold the remainder of my position (which was 20% of the peak shares I had in March/April). I am irate with the $NVO press release because if these allegations are true it could be the end of the businesss credibility to millions of customers current and prospective in an industry where thats all that matters. Some sweeping allegations from Novo Nordisk include illegal sham and unsafe and illegal foreign ingredients dont exactly inspire confidence. To me this is a clear narrative violation and a story that may be deteriorating (god forbid"
X Link 2025-06-23T15:04Z [----] followers, 335K engagements

"I say this with respect to all those who follow $HIMS in some capacity: this stock has changed my life. I am eternally grateful for finding this early being right in my work in position sizing it meaningfully and reaping meaningful rewards. Dont know that there will be a customer exodus coming and the long-term story can be intact while still impacting new subscriber growth/rev per sub in my view as well as ability to meet their guide. At the end of the day am very content with how I have played this over the years and wish everyone well to all who are involved. Good investing is all about"
X Link 2025-06-23T19:39Z [----] followers, 14.4K engagements

"I was recently asked what I would need to see from $HIMS to reenter as a long term investment this is what my wishlist would be: Management breakout of GLP revenue (compounded vs mass vs oral) vs core revenue De-escalation from management on the Novo spat and no ire of regulators drawn/lawsuit incoming Strong core revenue performance Margins continuing to scale Leveraging/integrating Trybe to roll out new product categories such as menopause or test Ultimately I dont believe Hims will do (1) or (2) so it is difficult for me to reconcile these on principle with what is currently an undemanding"
X Link 2025-06-26T00:27Z [----] followers, 20.1K engagements

"$AFRM is arguably the best story to come out of payments last [--] years. Yet another quarter of product market fit at scale a product actually good for consumer with no hidden/late fees or deferred interest clauses. Built the most extensive two-sided network of any BNPL co leading to high distribution and low S&M. Best in class underwriting and capital markets teams. Spawned [--] years ago what is now a $4B+ annual run rate GMV biz to take their product into point of sale. Getting leverage on fixed costs and now GAAP NI positive with BNPL still in its infancy w/more margin gains likely to come."
X Link 2025-08-29T13:48Z [----] followers, [----] engagements

"2017 was not the #Angels year"
X Link 2017-09-26T03:57Z [----] followers, [--] engagements

"Mike Trout is good. Shohei Ohtani is good. Andrelton Simmons is good. Justin Upton is good. Zack Cozart is good. Kole Calhoun is good. Garrett Richards is good. THE ANGELS ARE GOOD"
X Link 2018-04-01T20:20Z [----] followers, [---] engagements

"Mike Trout's career bWAR (56.2) is the same as that of Bryce Harper's (26.9) and Manny Machado's (29.3) combined despite playing in [---] fewer games. (h/t Reddit) Happy Monday. #Angels"
X Link 2018-04-23T23:45Z [----] followers, [---] engagements

"The Ohtani-Trout bow exchange that just ensued after Ohtani's Homer is my new favorite thing"
X Link 2018-05-11T04:44Z [----] followers, [---] engagements

"Mike Trout's deal with #Angels is at $35.83M AAV enabling team to both keep him yet build a team around him. Win-win-win. Well except for Phillies and Yankees fans. And Mariners fans. Sorry Mariners fans"
X Link 2019-03-19T14:32Z [----] followers, [--] engagements

"Hey did you know that people are allowed to live and work in a different place than where they grew up Crazy concept I know"
X Link 2019-03-19T14:41Z [----] followers, [--] engagements

"luckily for Tats it was a tie game so he's allowed to hit this one FEEEEEEEEEEERRRRNANNNNNDOOOO https://t.co/rClVelQO7L FEEEEEEEEEEERRRRNANNNNNDOOOO https://t.co/rClVelQO7L"
X Link 2020-08-20T02:11Z [----] followers, [--] engagements

"if I were the Angels I would simply pitch better"
X Link 2020-08-25T04:18Z [----] followers, [--] engagements

"Even if Cobb is low cost acquiring bad or underperforming players on 'can't go wrong no-risk 1-year deals' is a driver of perennial poor performance for #Angels. Doing the same thing and expecting different results is insanity. Either the Angels will be getting a pretty decent prospect back if the Os dont eat some money(like the Cozart trade last year) Or They wont be paying much of Cobbs salary in [----] Either way I cant see this being a bad deal for the Halos Either the Angels will be getting a pretty decent prospect back if the Os dont eat some money(like the Cozart trade last year) Or They"
X Link 2021-02-01T17:52Z [----] followers, [--] engagements

"this has to be one of the most hilarious tweets of all time Otani On Deck #Whew #WeDodgedThatOne https://t.co/qztlBkvXbP Otani On Deck #Whew #WeDodgedThatOne https://t.co/qztlBkvXbP"
X Link 2021-06-19T05:09Z [----] followers, [---] engagements

"My thoughts on potential $SE catalysts shared from earlier this morning. Just getting started imo were so early to folks coming around to this"
X Link 2023-12-19T19:04Z [----] followers, 26K engagements

"$FOUR notes Vectren deal allows them to capture customers at 1/6th the cost of what $TOST does. Strategic M&A (with acquisitions fully integrated) paired with dramatically lower CAC extracts more value from these assets resulting in profitable growth"
X Link 2024-06-18T13:20Z [----] followers, 23.8K engagements

"Q2 [----] portfolio update: Another phenomenal quarter thanks to $HIMS $TMDX $SE whose fundamentals are now much more reflected in their stock prices vs 6-9 months ago. My deep understanding of these bizs dynamics and future growth/margins have paid off and enabled me to make outsized returns by buying the dislocations between the stock price & intrinsic value + growth of intrinsic value. It only takes a couple big winners to do well and Im always looking for the next one. This bull market has made many investors careless with respect to buying at a reasonable price ( $COST or $CRWD anyone) but"
X Link 2024-06-29T16:38Z [----] followers, 78.7K engagements

"My hunch is anyone who sold $APP today for the purpose of factor rotations will regret that decision after the formers earnings in a month. That business is on some kind of heater"
X Link 2024-07-12T01:32Z [----] followers, 13.8K engagements

"$TMDX has delivered monster revenue growth over the past few years driven by the penetration of their OCS systems. Looking ahead to this year analysts are expecting $401mm in sales (66% y/y) which seems far too conservative based on annualizing TransMedics Q1 alone ($97mm revs x [--] = $388mm) vs observed sequential growth rates. Of course trees dont grow to the sky and the stock is priced for big expectations (now 26x ttm EV/gross profit). While there is a law of large numbers happening there are several factors which (I think) will prevent a reckoning coming for the stock as this is still a"
X Link 2024-07-13T15:01Z [----] followers, [----] engagements

"Added to my $HIMS position again here at a 6% free cash flow yield based on annualizing the most recent quarter. Dont see how the stock stays here over the next 12-18 months if they continue to generate this kind of cash (ps theyll probably generate much more). There will be a lot of emotional appeals made with this name for and against but one cant argue against cash flow going into the bank account + fantastic execution. Stock price movements are often random and even among stock charts of superperformers most of the time spent is in corrections and drawdowns. These movements come with the"
X Link 2024-08-26T18:26Z [----] followers, 10.1K engagements

"Added to my $GRAB position this morning this does feel like a prime setup over the next 12-18 months. In this market hard to find places to park cash with a strong probability of meaningful upside + low downside risk 🤷🏽♂"
X Link 2025-01-27T15:45Z [----] followers, 14.3K engagements

"Pitch me your best longs from todays prices What names are you most excited about must generate FCF/inflecting towards it"
X Link 2025-02-06T15:34Z [----] followers, 19.2K engagements

"Important to note: Cozart can slide over to 2b in [----] and [----] not restricting a Manny Machado or Donaldson signing. Just one reason why his versatility is so important to #Angels"
X Link 2017-12-15T20:08Z [----] followers, [--] engagements

"Kevin Maitan is here taking grounders at shortstop on the #Angels back fields. He is uh rusty"
X Link 2018-03-20T17:19Z [----] followers, [--] engagements

"Kazuhisa Makita is absolutely funky. #Padres"
X Link 2018-03-21T04:24Z [----] followers, [--] engagements

"I'm just going to leave this here and kindly walk away. #Angels https://www.reddit.com/r/angelsbaseball/comments/8mervh/congratulations_mike_trout_has_become_a_father/ https://www.reddit.com/r/angelsbaseball/comments/8mervh/congratulations_mike_trout_has_become_a_father/"
X Link 2018-05-27T02:36Z [----] followers, [--] engagements

"In less than five weeks the #Angels will have Mike Trout Anthony Rendon Shohei Ohtani and Andrelton Simmons on the same baseball diamond. Good morning"
X Link 2020-06-24T18:53Z [----] followers, [--] engagements

"The #Angels strategy for the last half-decade has been to look at their roster squint and say "If it all goes right maybe we can win a wild card spot." In a season where over half the league makes the postseason they still trail the 5th WC spot by [--] games"
X Link 2020-08-21T04:11Z [----] followers, [---] engagements

"Shohei Ohtani turned away tens of millions by signing a deal w/LAA when he did and has generated his salary many times over in team publicity merchandising ticket sales etc This is a huge slap in the face to him but it is consistent with how Arte Moreno operates. So Ohtani and the Angels are going to fight over 800K Ridiculous Ohtani could of come one year later and broke the bank instead came at around league minimum for [--] years give him the [---] and be grateful hes here and chose you 🤦♂ So Ohtani and the Angels are going to fight over 800K Ridiculous Ohtani could of come one year later and"
X Link 2021-01-16T02:53Z [----] followers, [---] engagements

"Shohei Ohtani straight up on a different planet right now"
X Link 2021-07-03T05:17Z [----] followers, [---] engagements

"F it call up Detmers"
X Link 2021-07-24T03:33Z [----] followers, [--] engagements

"The # of Angels fans who want the homegrown stud starter without expecting/tolerating any growing pains is incredible"
X Link 2021-08-21T21:21Z [----] followers, [---] engagements

"It'll be super interesting to see what free agents think of Anaheim as a destination this winter: what impact does Shohei Ohtani's breakout have on their decision Add that to Trout/Rendon being healthy & the #Angels have a potentially compelling story to tell"
X Link 2021-10-09T18:58Z [----] followers, [---] engagements

"I love the #Angels they'll be my team for life but my emotional investment in them is at an all-time low. Hard to watch (mostly) & little hope on the horizon. Would love to dream but just don't see a path. Ownership not building club for long haul yet not selling. Frustrating"
X Link 2022-08-08T03:51Z [----] followers, [---] engagements

"Q1 [----] portfolio update: The $HIMS positions drove my returns when you find a gem this early hang on and dont let go. When I think about expected forward returns + biz quality Hims & Hers Shift4 and Transmedics are my [--] highest conviction names and Ive been adding to Shift4 in earnest over the last week as it is somehow dramatically lower than the buyout offer(s) they rejected likely because funds are shorting (interpreting a lack of buyout as weakness) or dont want it to show up in their 13-Fs. Dramatically higher quality than all-but-one peer & a disrespectful valuation. I would like to"
X Link 2024-03-30T15:31Z [----] followers, 27.7K engagements

"$TMDX up 10% as everyone realizes its dramatically undervalued as a result of the $SWAV buyout. Best name to own right now in medtech and if you consider hypergrowth + terminal margins they should get to its no contest. Could be 3x in [--] years verticalizing their supply chain with no real competition. Story dramatically derisked vs [--] months ago as proving increased utilization on planes is a huge tailwind not a headwind as investors (wrongly) assumed. Management executes"
X Link 2024-04-06T01:07Z [----] followers, 41.4K engagements

"Jared with an insider buy to increase his shares by almost 20%. $FOUR +5% so far. Company implied $400mm in FCF this year simply trades too cheap for this mix of growth and quality. $FOUR CEO & Chairman Jared Isaaman buys [-----] shares worth $5.76 million. Isaacman now owns [------] shares. https://t.co/nqeF1tHe7W $FOUR CEO & Chairman Jared Isaaman buys [-----] shares worth $5.76 million. Isaacman now owns [------] shares. https://t.co/nqeF1tHe7W"
X Link 2024-05-15T13:52Z [----] followers, 12.8K engagements

"Not great news for $HIMS but worth remembering the $HIMS thesis does not hinge on GLP-1s and the stock is trading at a very reasonable multiple on GP/terminal margins (likely 5x ttm gross profit as of now) without any GLP-1 revenue in its prior run rates. Its easy to forget they just grew 45% or so at over a $1b revenue run rate in Q1 [--] and have inflected to GAAP profits. Investors shoot first and ask questions later but the company is going to be just fine. LILLY CEO SEES ITS WEIGHT-LOSS DRUG SHORTAGE ENDING 'VERY SOON' $LLY $HIMS $NVO LILLY CEO SEES ITS WEIGHT-LOSS DRUG SHORTAGE ENDING"
X Link 2024-08-01T17:03Z [----] followers, 14.3K engagements

"Don't want to jinx but having a pretty phenomenal earnings season so far. Price action will do what it does but these businesses are executing and that feels good. Spectacular results: $HIMS $TMDX $MELI $ASPN Very good: $FOUR $KNSL $APP Very whelming/mixed: $EVVTY $CPNG Also initiated $ACIC following doing deeper diligence this week and the ER very impressed by this one. One of the best new pitches I have found in quite a while"
X Link 2024-08-08T16:31Z [----] followers, 11.6K engagements

"Ive had a phenomenal year in the market as many have but that doesnt change that my long term goal is to hit 15% CAGR after-tax. I dont think Ill ever replicate this years results again and Im not going to anchor to that/change my behavior in an unhealthy way to chase low-probability home run bets moving forward. Staying grounded staying focused and competing against myself not anyone else"
X Link 2024-11-30T19:44Z [----] followers, 11K engagements

"Listened to the $TMDX investor day and Im glad I did my own work here. Think this could be a great setup for an INVESTOR not a trader. My highlights: (1) next-gen OCS to enable organ preservation for [--] hours vs current 6-hrs enabling back to back & scheduled daytime surgeries. This is huge for reducing the all-in cost to their customers. Daytime is happening in liver to a large extent but yet to see that in heart & lung. Expected 2H next year. (2) Investors are wrongly comparing a greatly understated NRP cost to OCS one that isnt including overhead labor costs of retrieval/perfusion (ie"
X Link 2024-12-12T14:01Z [----] followers, 14.2K engagements

"$TMDX short report screams fanfiction so far through my skim of the first few pages. Just incredible prose. One of the quotes makes them out to be a squid game esque company. How do objectively outrageous hit pieces not legally qualify as libel 🤔"
X Link 2025-01-10T15:20Z [----] followers, [----] engagements

"Finally rang the register on some $HIMS today selling 28% of my total position. Rapidly became a huge position and wanted to reduce some risk here the r/r still makes sense longer term but short term the shortage ending still looms stock has run a lot (very different than when the year started) and I locked in a 17-bagger on my LEAPs. Would rather build some cash in preparation for going on the offense when the time comes dont want to be too greedy. Now trades at 8x EV/GP (higher if backing out GLP-1 contributions) which is a much fairer price and have to be rational about this with a heavy"
X Link 2025-02-03T20:27Z [----] followers, 55.8K engagements

"Late stage bull market posting is the easiest time to rack up a big following on this app. Due diligence is at its lowest level and everyone gets lulled into a false sense of security because stocks keep going up up up without fail. Stay safe out there and be careful this is the time to lean cautious if youre an investor in my opinion. Many of the most popular names on this app have a ton of downside coming for them"
X Link 2025-02-17T21:05Z [----] followers, 15.2K engagements

"$OSCR daily move came on 6x average volume thats not mom & pop buying. Have to wonder if someone knows something about whats in the revised BBB or general optimism from institutions or both"
X Link 2025-06-19T02:25Z [----] followers, [----] engagements

"BTW: I have seen numerous $HIMS investors who said today to ignore the noise but your biggest partner one of the biggest pharma cos suing you and using defamatory language in the press release that you partnered with SO RECENTLY is not just noise. To say it is noise is cope. Hard to say how these things will definitively play out but you cant just bury your head in the sand and pretend not to see it imo"
X Link 2025-06-23T15:07Z [----] followers, 13.3K engagements

"$ZETA has grown diluted share count higher than gross profit since going public. Even in a most charitable case [----] to [----] grew share count by 18% Not good. 🚩🚩"
X Link 2025-07-02T03:48Z [----] followers, 18.6K engagements

"Very excited to announce I'll be interning with @TaylorBlakeWard this season and continuing to cover the #Angels at Scout"
X Link 2018-01-10T19:19Z [----] followers, [--] engagements

"#Angels injury updates: Ohtani healthy Richards healthy Shoemaker healthy Heaney healthy Skaggs healthy Tropeano healthy J.C. Ramirez healthy Griffin Canning healthy It's going to be a fun season"
X Link 2018-02-14T03:57Z [----] followers, [--] engagements

"Very excited to announce that I will be joining FanGraphs in the near future"
X Link 2018-04-11T18:12Z [----] followers, [--] engagements

"Angel Stadium is packed already two hours before game time. This never happens #Ohtani"
X Link 2018-04-18T00:10Z [----] followers, [--] engagements

"Someone please explain to me why #Angels fans are freaking out 16-12 to start the year despite a brutal stretch against BOS/SFG/HOU/NYY (and facing an assortment of aces no less) is nothing to sneeze at. And the schedule gets a lot easier from here. RE-LAX"
X Link 2018-05-02T03:50Z [----] followers, [--] engagements

"Kole Calhoun's throw is a thing of beauty. Can't do it much better than this wow. #Angels"
X Link 2018-05-13T22:03Z [----] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing