@TheNarrenschiff Avatar @TheNarrenschiff Paul Narrenschiff

Paul Narrenschiff posts on X about business, ai, $rgen, $evh 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 19.2% finance 12.8% technology brands 4.8% cryptocurrencies 3.2% travel destinations 1.6% social networks 1.6% countries 1.6% celebrities 1.6% automotive brands 0.8% financial services 0.8%

Social topic influence business 4.8%, ai 4%, $rgen 3.2%, $evh #1, at least 3.2%, health 3.2%, $tech 2.4%, in the 2.4%, $hims 2.4%, history 2.4%

Top accounts mentioned or mentioned by @hatfieldcapital @waterworldcapi1 @lebronex @rks2305 @hjb20 @keubiko @friedoystercult @richardtip17589 @blondesnmoney @cuibonocapital @innocencecapit1 @barbariancap @onodacapital @snoopypartners @revcap @ltmleverage @drgingerballs @bagholderquotes @deathswap1 @convexitycowboy

Top assets mentioned Repligen, Corp. (RGEN) Evolent Health, Inc Class A Common Stock (EVH) BIO-TECHNE Corp (TECH) Hims & Hers Health, Inc. (HIMS) Danaher Corporation (DHR) Centene Corp (CNC) Molina Healthcare, Inc. (MOH) SafeMoon (SFM) Avantor, Inc. (AVTR) West Pharmaceutical Services Inc. (WST) Integral (ITGR) Tesla, Inc. (TSLA) Otis Worldwide Corp (OTIS) Bloom Energy Corporation (BE) Kyndryl Holdings, Inc. (KD) Moderna Inc (MRNA) Icon Plc (ICLR)

Top Social Posts

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

"@bradleyt2008 Agree but I don't think those make sense either (same with the cheaper but still dumb $ITGR). IMHO if the rationale for your business existing is 25% spreading fixed costs over a larger base and 75% because customers want to offload capital intensity and margin volatility"
X Link 2026-01-16T01:34Z [----] followers, [--] engagements

"I could care less about the $TSLA stock price itself. I'm here for the knock-on TSLA/EV tangential ShitCo's getting smoked in sympathy"
X Link 2021-03-03T21:14Z [----] followers, [--] engagements

"@Keubiko @realArtyomD @StanphylCap @mtns2ocean @funwithnumberz @TESLAcharts @TeslaAgnostic @passthebeano @TroyTeslike @montana_skeptic @Paul91701736 @fly4dat @CoverDrive12"
X Link 2021-03-31T20:41Z [----] followers, [--] engagements

"@quantian1 @BrattleStCap Wonder how the LA DA feels about wealth manager clowns who took PPP loans as a motorcycle dealership"
X Link 2021-04-17T18:31Z [----] followers, [--] engagements

"@Keubiko @GerberKawasaki Next Chinese New Year when he's in Beijing Ross will just pull Xi aside at dinner and say "any chance you can knock off this whole ethnic cleansing deal I'm catching a lot of shit for it on Twitter back home.""
X Link 2021-04-20T03:27Z [----] followers, [--] engagements

"$MVIS We are ready to share some LIDAR just not today. And thanks for letting us tap that ATM. We were going to just liquidate this pig for nothing [--] months ago but thanks to you donkeys we can keep paying ourselves and clowning retail for many years to come"
X Link 2021-04-29T20:47Z [----] followers, [--] engagements

"@BarbarianCap It really is a platform for everyone to give their two cents"
X Link 2021-04-30T02:17Z [----] followers, [--] engagements

"@JGreenwald86 One bath tub companion for every time you almost passed BUD/S training"
X Link 2021-06-27T16:12Z [----] followers, [--] engagements

"@DavidKeo @BarbarianCap Distributing flares from arses is no basis for a system of government"
X Link 2021-07-11T17:42Z [----] followers, [--] engagements

"@EnergyCredit1 We asked our summer intern this question and the answer was basically "the girls we want to come to our parties only want seltzer and it does the job so we just buy seltzer now""
X Link 2021-07-12T21:21Z [----] followers, [--] engagements

"@Keubiko Maintain eye contact. Assert dominance by replying "the law of the jungle is universal.""
X Link 2021-07-20T13:27Z [----] followers, [--] engagements

"When the next credit cycle starts (I'm making a bold assumption that one will at some point) a bunch of folks who needed a 6-week credit product to acquire a $50 shirt are going to be at the vanguard of the Show.and shareholders of the credit providers will be like"
X Link 2021-10-12T19:02Z [----] followers, [--] engagements

"If your portfolio was up a lot today you might own some ShitCos"
X Link 2022-02-08T21:11Z [----] followers, [--] engagements

"@SemiCynic @Keubiko And "the shorts" are getting blamed Really pretty masterful when you think about it. I mean in an evil sort of way but still masterful"
X Link 2022-03-16T18:18Z [----] followers, [--] engagements

"@dgoold Cards with ST pitching injury concerns and no good backup plans"
X Link 2022-03-18T21:00Z [----] followers, [--] engagements

"Nice month end everyone Enjoy your weekends"
X Link 2022-04-29T19:47Z [----] followers, [--] engagements

"@GZuckerman I.e. we're never going to make carry again on our fund but we'd really like to make some carry this year after all"
X Link 2022-05-26T19:02Z [----] followers, [--] engagements

"@rabois @Nick_JIS @HighyieldHarry I guess the lesson for you Keith is that if you're going to use the public markets to unload your overvalued VC garbage on you need to get all the way out before people figure it out"
X Link 2022-09-19T19:30Z [----] followers, [--] engagements

"@friedoystercult @WealthOrDie Well first have you simply tried not being a poor family"
X Link 2022-11-01T21:57Z [----] followers, [--] engagements

"Everyone is always talking about going back in time and killing baby Hitler but what if we went back in time and blew up the PayPal HQs before all these clowns got ultra wealthy"
X Link 2023-06-18T19:36Z [----] followers, 29.3K engagements

"The $RGEN presentation at JPM yesterday is a good example of valuation issue. They're talking about taking EBITDA margins from [--] - [--] in five years and doubling revenue (15% CAGR). Pretty awesome. So assuming they execute it trades at 20x [----] Adj. EBITDA. Is that exciting @WaterworldCapi1 Kind of I think the growth won't be as good as the bulls thought [--] years ago but it should be pretty good. I think the biggest change is that they won't ever get those multiples again because the dream of "growth no matter what" is dead. @WaterworldCapi1 Kind of I think the growth won't be as good as the"
X Link 2026-01-14T18:41Z [----] followers, [----] engagements

"I've been long and short the stock a few times over the years but I'm now of the opinion that $EVH's stock is significantly higher [--] months from now. Not investment advice just a-dumb-guy-on-the-internet's view"
X Link 2026-01-16T23:51Z [----] followers, [---] engagements

"$NTDOY uses [--] GB of LPDDR5X in a dual-6 config for Switch [--]. This is made by Hynix or Samsung on 10nm or 12nm tech. The big price squeeze is in sub-5nm where Qualcomm Apple and the rest of the mobile chain has to buy. Not saying there isn't pressure but shouldn't be THAT bad"
X Link 2026-01-17T00:39Z [----] followers, [----] engagements

"@WaterworldCapi1 I had laid out a compelling knife catching pitch for $EVH. Come and join me"
X Link 2026-01-22T02:37Z [----] followers, [---] engagements

"@HatfieldCapital Did you find the needle"
X Link 2026-01-23T00:21Z [----] followers, [---] engagements

"@RichardTip17589 [--] months is hard 18-24 is easier. Their [----] "soft guide" was flat EBITDA assuming 40-60% dropoff in exchange membership. Looks like that's going to be down high single digits unless you end up with weird in-year attrition from premium costs (I would be surprised). Assume 10%"
X Link 2026-01-26T18:04Z [----] followers, [--] engagements

"@RichardTip17589 If that's what has happened (we don't know company-specific levels yet so for $EVH big customer Centene as well as smaller customer Molina) then I think [----] EBITDA looks more like $165-175mm. There will still be exchange volume risk into [----] and [----] though. But off $170mm"
X Link 2026-01-26T18:06Z [----] followers, [---] engagements

"Lol took [--] hours from me posting this to the flat MA rate announcement that has tanked the MCOs. FWIW $EVH is clipping either $0.40 PMPM for its tech & services or $45 PMPM for risk contracts in oncology cardio and MSK on $1700 PMPM in MA generally. @RichardTip17589 People just don't want to deal with the populist uncertainty of healthcare reimbursement / overall industry structure right now on the payor side and frankly I don't blame them. I think those risks are why there is opportunity though. @RichardTip17589 People just don't want to deal with the populist uncertainty of healthcare"
X Link 2026-01-27T16:05Z [----] followers, [---] engagements

"@ltmleverage They said they expect high-single digit bioprocessing growth with flat equipment (pulled into 25) which would imply pretty solid consumables. Would read as bullish guys like $RGEN. Their commentary on Life Sci probably not so good for $TECH"
X Link 2026-01-28T20:16Z [----] followers, [---] engagements

"Ja Morant when reached for comment about potentially playing for the Jazz next"
X Link 2026-02-03T22:56Z [----] followers, 43.8K engagements

"@Dr_Gingerballs @RealJimChanos @RandolphDuke7 Long $OTIS"
X Link 2026-02-04T00:34Z [----] followers, [--] engagements

"@friedoystercult What's up with this PDEX Just a tiny company with good ROICs at a reasonable valuation or is there some whiz-bang thesis to it"
X Link 2026-02-05T18:54Z [----] followers, [---] engagements

"@lebron_ex Will be interesting to see what the $MOH call and $CNC have to say tomorrow morning"
X Link 2026-02-05T23:58Z [----] followers, [---] engagements

"@lebron_ex Also as someone who owns adjacent stuff like $EVH I'm watching the real-time data source to get a feel for exchange plan effectuation. It doesn't look bad based on the data so far and plan enrollments weren't bad (down mid-single digits). Volatile times in HC land"
X Link 2026-02-06T00:02Z [----] followers, [---] engagements

"Alright so this morning $CNC announced and their guide for exchange enrollment change YoY in [----] was -36% (5.5mm - 3.5mm). The states that have released data so far are showing down low single digits and CMS reported open enrollment down 5% but these aren't effectuated yet. No one cares about this $450mm market cap company whose stock has been a turd I'm sure but I'll expand. Their "soft" guidance for [----] was that in a downside case on exchange memberships being down 40-60% their EBITDA would be flat. Exchanges looking to be down 10% now. No one cares about this $450mm market cap company"
X Link 2026-02-06T18:34Z [----] followers, [---] engagements

"So I think we're starting to dial-in a range. Keep in mind $EVH's guidance of flat EBITDA assumed exchange membership down 40-60%. I'm guessing that down 20-40% effectuated is where it ends up but more data is needed. Also will see what impact they think MA rates might have"
X Link 2026-02-06T18:34Z [----] followers, [---] engagements

"@WaterworldCapi1 $BE has the added angle that GE actually has a similar but superior technology sitting in a warehouse somewhere that at this point nobody who works there might even know about"
X Link 2026-02-06T22:12Z [----] followers, [---] engagements

"Sure sign of a ShitCo: bad news comes in the form of an 8-K only good news comes via PR social media postings etc etc"
X Link 2026-02-06T23:52Z [----] followers, [---] engagements

"Put it in my veins $HIMS https://www.reuters.com/business/healthcare-pharmaceuticals/fda-restrict-glp1-ingredients-used-nonapproved-compounded-drugs-2026-02-06/ $HIMS baggies down so bad they want the FDA to just stop regulating drugs already because Vioxx and stuff @BagholderQuotes https://t.co/WIePJ6RG6W https://www.reuters.com/business/healthcare-pharmaceuticals/fda-restrict-glp1-ingredients-used-nonapproved-compounded-drugs-2026-02-06/ $HIMS baggies down so bad they want the FDA to just stop regulating drugs already because Vioxx and stuff @BagholderQuotes https://t.co/WIePJ6RG6W"
X Link 2026-02-06T23:54Z [----] followers, [---] engagements

"@Deathswap1 @HJB2_0 I Tweet for love of the game and Ill take shots at Bill Ackman whenever I damn well please"
X Link 2026-02-07T01:37Z [----] followers, [--] engagements

"@ShitFund All the risk of VC without the upside but at least weve got the FDIC to bail us out"
X Link 2026-02-07T02:00Z [----] followers, [--] engagements

"You dont loose until you sell. @DonutShorts Yes they are cheap so was Gazprom Bear Sterns and community banks in the 1990s. Wait for the balance sheets to be "honest" till then everyone looses. https://t.co/uI2seCPUG9 @DonutShorts Yes they are cheap so was Gazprom Bear Sterns and community banks in the 1990s. Wait for the balance sheets to be "honest" till then everyone looses. https://t.co/uI2seCPUG9"
X Link 2026-02-07T15:45Z [----] followers, [---] engagements

"@Dr_Gingerballs @TMTLongShort This is the inverse of the Talladega Nights meme where he says with all due respect and then insults him"
X Link 2026-02-08T01:45Z [----] followers, [---] engagements

"@lebron_ex @MikeFritzell Eh Remarkable integrates with OneDrive and other cloud services so the iCloud not a huge deal. The store would be nice though"
X Link 2026-02-08T02:56Z [----] followers, [--] engagements

"@HJB2_0 Yeah maybe some of the Nordics in cross country skiing for the Winter Olympics Chinese diving for the Summer hard to think of too many others"
X Link 2026-02-08T18:34Z [----] followers, [--] engagements

"@BarbarianCap White House going back-to-back very on-trend"
X Link 2026-02-08T23:42Z [----] followers, [--] engagements

"@OnodaCapital @nejatian How about unprofitable AI house-flipping on the blockchain"
X Link 2026-02-08T23:50Z [----] followers, [--] engagements

"@the_chart_life @bennpeifert More people than will see your shitty ETF bro. Go beat the index chud"
X Link 2026-02-09T01:32Z [----] followers, [--] engagements

"@WaterworldCapi1 Just lost $50k on Kalshi. Was betting the penguins would cave and cut a deal before Bengladesh"
X Link 2026-02-09T21:41Z [----] followers, [---] engagements

"@HatfieldCapital @MBrooks87621 If: [--]. You get new store cash IRR of 20-25% [--]. Unit growth can continue at 5-10% for [--] years [--]. MCX of $200k / store plus some for DCs + logistics [--]. Comps stabilize at +LSD% from here Then it's very undervalued. Don't have a strong opinion on #4 which is all people care about"
X Link 2026-02-09T22:40Z [----] followers, [--] engagements

"Letting 22-24mm Americans essentially go to zero or negative discretionary income overnight feels like it is going to end up being a huge own-goal for the Republicans"
X Link 2026-02-10T20:15Z [----] followers, [---] engagements

"@rks2305 The jewel of the business is New Century which they bought over a decade ago. Care management platform for oncology cardiology and MSK (most recent offering). Value prop is lowering cost of care while maintaining (or increasing) quality of care rather than just PA denials"
X Link 2026-02-10T20:44Z [----] followers, [--] engagements

"@rks2305 So like you said the value-add tends to be less for less complex and/or acute populations. I have a few private investments in care management platforms for primary care practices and it's a different ballgame. I assume this is why EVH sold their GP business in Q4"
X Link 2026-02-10T21:09Z [----] followers, [--] engagements

"Haven't tried Claude in Excel yet but my experience generally is that it accomplishes tasks like scouring the internet for data creating structured database files and performing analysis & generating visualization tools fast and takes forever to follow Excel formatting commands"
X Link 2026-02-10T21:14Z [----] followers, [---] engagements

"@HatfieldCapital I literally just posted about how I think 23mm U.S. consumers are hosed from health premiums while my grocery store VWAP was working. I'm not a smart man"
X Link 2026-02-10T21:15Z [----] followers, [---] engagements

"@HatfieldCapital @blondesnmoney"
X Link 2026-02-10T21:17Z [----] followers, [---] engagements

"@blondesnmoney @HatfieldCapital No my OpSec is better than that. I left my office to take the pupper out and showed here the meme on my screen"
X Link 2026-02-10T21:22Z [----] followers, [--] engagements

"@ConvexityCowboy For this I didnt (because I had Claude running a larger project) so I didnt want both of them in my file system at the same time. Normally I let it look at all my stock research files and my private company data. I dont currently subscribe to any alt data to feed it"
X Link 2026-02-10T23:09Z [----] followers, [--] engagements

"So $MRNA was garbage to begin with and now you have RFK doing his thing. How does it not see a 2-handle again"
X Link 2026-02-11T00:06Z [----] followers, [---] engagements

"The Department of War On Party Balloons"
X Link 2026-02-12T03:15Z [----] followers, [---] engagements

"DOW below 50k can we get the pedos now"
X Link 2026-02-12T16:23Z [----] followers, [---] engagements

"Artisan wearing a $370mm mark on that $ICLR today"
X Link 2026-02-12T16:56Z [----] followers, [---] engagements

"@CuiBonoCapital @FirstSquawk Hegseth was the Captain of one and O'Leary was steering the other"
X Link 2026-02-12T17:29Z [----] followers, [--] engagements

"@LongVollllll Crazy mis-matches across sectors where the valuation can't possibly make sense and where both theses can't be right. With all the passive/theme market participation the time frame of actually closing that price discovery gap is the only question"
X Link 2026-02-12T17:50Z [----] followers, [---] engagements

"AI can't sell fresh produce (*yet) Alright @HatfieldCapital I officially joined team $SFM bagholder today. I'm sorry to say that based on my trading history this likely means we have at least another 20-30% down before it can go up to fair value. Alright @HatfieldCapital I officially joined team $SFM bagholder today. I'm sorry to say that based on my trading history this likely means we have at least another 20-30% down before it can go up to fair value"
X Link 2026-02-12T19:38Z [----] followers, [---] engagements

"@HatfieldCapital have you done some back-of-the-envelope math on what $SFM's margins are going to be when 100% of the employees are TezlaBots"
X Link 2026-02-12T20:55Z [----] followers, [---] engagements

"The generous tech bro oligarch overlords will vigorously support generous levels of universal basic income paid with higher taxes on their infinite-ROIC AI money-printing machines if their predictions are right and everyone loses their jobs. No chance at all of a hellscape"
X Link 2026-02-12T21:05Z [----] followers, [---] engagements

"World feels weird. Seems like either: the AI maxis are wrong in which case the market is going to get smoked. Or they're right and the economy is going to get smoked and then the market is going to get smoked"
X Link 2026-02-12T21:10Z [----] followers, [----] engagements

"@rks2305 @SnoopyPartners They paid down $100mm of debt from the sale of the primary care business in Q4 so it's 5.4x now but yes that's high. If they can do 60% op cash flow conversion from EBITDA with $35mm of capex/software spend they can get it 5x by year end even on flat EBITDA and 3x in 2027"
X Link 2026-02-14T16:01Z [----] followers, [--] engagements

"@CuiBonoCapital @EricBalchunas @Todd_Sohn Good thing the regulatory apparatus in this country is as well-staffed with smart people as its ever been to make sure criminals and fraudsters dont take advantage of all this innovation to fleece vulnerable people who dont know any better"
X Link 2026-02-14T18:13Z [----] followers, [--] engagements

"What's the intellectual rationale for valuing the big SaaS vertical companies ($WDAY et al) and the MAG7 software players at teens EBITDA multiples and the bioprocessing supply chain names ($DHR $TECH $RGEN et al) at 20x+ multiples Growth expectations are lower for the latter"
X Link 2025-12-30T18:34Z [----] followers, [----] engagements

"@UpslopeCapital Kind of like.consumer staples I'm kidding. I will take a look at $CCK thanks for the idea"
X Link 2026-01-16T00:50Z [----] followers, [---] engagements

"@lebron_ex I hate $MOH and seeing them struggle is schadenfreude but I am surprised at how bad the guide was and even though we all hate health insurance companies I'm not sure it's good to be knee-capping them (like the dumb interest rate cap idea will just hurt consumers)"
X Link 2026-02-05T23:56Z [----] followers, [---] engagements

"Alright @HatfieldCapital I officially joined team $SFM bagholder today. I'm sorry to say that based on my trading history this likely means we have at least another 20-30% down before it can go up to fair value"
X Link 2026-02-10T21:11Z [----] followers, [----] engagements

"@PythiaR @cmo040958 $AVTR has always had a little ShitCo in it though"
X Link 2026-02-11T17:17Z [----] followers, [---] engagements

"@pekwat @PurpleDrink_LLC When I ran my fund we had a strategic investor (similar to a seed but with lower economic terms) who had a [--] month lockup unless we lost more than a trigger threshold cumulatively before then. Cant remember but I think it was more like 40% or something. (We did not hit it lol)"
X Link 2026-02-13T06:07Z [----] followers, [--] engagements

"Took two years of flat stock price action but $KNSL multiple starting to look pretty reasonable"
X Link 2026-02-13T15:01Z [----] followers, [---] engagements

"Im glad The Netherlands is going to try out the unrealized capital gains tax so everyone else can see how stupid it is and maybe not try it"
X Link 2026-02-13T22:12Z [----] followers, [----] engagements

"The bioprocessor names have been pretty crazy. The following names all have total returns between -5% and +5% over the past five years: $TECH $WST $DHR $RGEN $TMO Others like $AVTR and $SRT have been materially worse. No big winners to speak of"
X Link 2026-01-08T19:43Z [----] followers, [---] engagements

"@cate_long Back a long time ago $AGO was one of my positions and it was such a zoo trying to keep track of all the nonsense that gov't was up to down there. Don't miss it"
X Link 2026-02-11T00:19Z [----] followers, [---] engagements

"Is AI going to do nurse staffing too $AMN"
X Link 2026-02-12T20:44Z [----] followers, 10K engagements

"@InnocenceCapit1 @TheQuarterZip Florida comically over-represented in that list for sure"
X Link 2026-02-16T01:02Z [----] followers, [--] engagements

"@InnocenceCapit1 @TheQuarterZip FL is like [--] of the [---] lol"
X Link 2026-02-16T01:58Z [----] followers, [--] engagements

"@HatfieldCapital Not $UNFI eh"
X Link 2026-01-23T00:25Z [----] followers, [--] engagements

"@sevencornerscap @OnodaCapital @CorneliaLake I just mean your post history. Always long ShitCos. Hate short sellers. Admire Bill Ackman. It's gotta be a bit no"
X Link 2026-01-23T16:37Z [----] followers, [---] engagements

"@RichardTip17589 They did. Just a little still outstanding theyll just use cash for"
X Link 2026-01-24T16:36Z [----] followers, [--] engagements

"@bucketshopcap It seems the battleground now is over terminal value (multiple) and LT glide path not earnings and multiple. Suppose the question is if they miss but say it's macro softness and churn isn't going up (not seeing replacement) do people care"
X Link 2026-01-26T21:05Z [----] followers, [---] engagements

"And they just divested their GP business. Lower reimbursement will if anything leave plans looking for more ways to lower CoC (EVH's business). Some plans could close I guess. And the war on the health insurers ups the general risk. Just not sure the direct impact here is bad"
X Link 2026-01-27T16:05Z [----] followers, [---] engagements

"$DHR was pretty positive on bioprocessing but all the bioprocessing names down anyway 🤷"
X Link 2026-01-28T18:23Z [----] followers, [---] engagements

"@WaterworldCapi1 Well there are some boys who do business right around where this video comes from and one of the founders of $NUTX came from that business. Do with that info what you will. But I've got my popcorn and my short ladder ready"
X Link 2026-01-28T19:25Z [----] followers, [---] engagements

"@pekwat @CuiBonoCapital @Aureliusltd28 META should definitely pay some kind "objectively making the world a worse place" tax"
X Link 2026-01-29T17:05Z [----] followers, [--] engagements

"@steads is it finally time to buy some $WST"
X Link 2026-01-29T18:12Z [----] followers, [---] engagements

"@ChairliftCap When theres blood in the streets buy Canadian junior miners. -Warren Buffet"
X Link 2026-01-29T21:20Z [----] followers, [---] engagements

"When Trump Tontines A little over five years ago I had an idea on how to give every newborn American a stake in capitalism. Today President @realDonaldTrump made that idea a reality with Trump Accounts. Thank you President Trump With Trump Accounts President Trump will transform the lives A little over five years ago I had an idea on how to give every newborn American a stake in capitalism. Today President @realDonaldTrump made that idea a reality with Trump Accounts. Thank you President Trump With Trump Accounts President Trump will transform the lives"
X Link 2026-01-29T22:52Z [----] followers, [---] engagements

"@HJB2_0 @Alphaholic1 My grandmother climbed Everest with a walker last year. Anyone can do it now. Climb K2 you cowards"
X Link 2026-01-30T00:13Z [----] followers, [--] engagements

"Hell of an MSR mark for $PFSI. Those prepayment speeds are nothing to sneeze at. 1.8x TBV that $9.6bn book of MSRs would make me a tiny bit nervous"
X Link 2026-01-30T00:32Z [----] followers, [----] engagements

"@WaterworldCapi1 @rev_cap Rates are coming down regardless. Trump didnt say hey man let me appoint you and just do whatever you think is best. Rates down economy looks better into the midterms then stagflation"
X Link 2026-01-30T03:41Z [----] followers, [---] engagements

"@WaterworldCapi1 @rev_cap Thats why theres a market"
X Link 2026-01-30T03:47Z [----] followers, [---] engagements

"@WaterworldCapi1 @rev_cap I mean look what do I know You might be right. But Trump knows if he doesnt weather the midterms its over. Hell spend [--] years getting impeached. He controls reported data on inflation. He controls Federal purse strings (until he doesnt). Hes going to do whatever he can"
X Link 2026-01-30T03:55Z [----] followers, [--] engagements

"@lebron_ex @WagieCapital Those pref stacks for some of them who did 6-7+ rounds are going to be tons of fun if they can't"
X Link 2026-01-30T18:01Z [----] followers, [--] engagements

"@lebron_ex @WagieCapital Large tiered pref stacks with pay-to-plays and then can't dump it on Main Street's 401(k)s is indeed the funniest outcome"
X Link 2026-01-30T20:44Z [----] followers, [--] engagements

"My Google Maps has stopped giving me directions using street names. Instead of saying turn right on Magnolia Lane it has started saying turn right after the Jack In The Box. Is this some new paid ad revenue thing or what"
X Link 2026-01-31T18:56Z [----] followers, [---] engagements

"@Deathswap1 @PythiaR The real Danaher System is hiding declining ROIC through M&A"
X Link 2026-01-31T20:10Z [----] followers, [--] engagements

"@defaultusert @MatthewWal57743 @Malone_Wealth The pump aint pumping Kevin"
X Link 2026-01-31T20:43Z [----] followers, [--] engagements

"To want to be a career politician or political actor is to want to give up most semblance of a normal life to chase power. That takes a certain kind of person IMHO. Of course a bunch of politicians from both sides of the aisle were friends with Epstein"
X Link 2026-01-31T21:02Z [----] followers, [---] engagements

"@dalibali2 Airlines changed how travel worked and very likely have inflation-adjusted destroyed shareholder value"
X Link 2026-02-02T01:12Z [----] followers, [---] engagements

"Every single one of those people in the Epstein files deserves to be deported to that El Salvadoran death facility way more than any day laborer in a Home Depot parking lot"
X Link 2026-02-02T03:42Z [----] followers, [---] engagements

"Apropos of the stock move today that has nothing to do with this does increased volatility of snow pack with Climate change lead to less people being willing to shell out the extraordinary cost ahead of time to book ski vacations over time or nah"
X Link 2026-02-03T19:50Z [----] followers, [---] engagements

"@winsteadscap I will say my biggest one is based not anywhere cool and has no stock comp so at any point we could vote to start distributing cash and it would be a lot of cash. But were not exiting for 10x anymore"
X Link 2026-02-03T19:59Z [----] followers, [--] engagements

"Ready for his first flight"
X Link 2026-02-03T20:47Z [----] followers, [---] engagements

"Reminder: most people don't have a view on what the investments they own are actually work in any absolute sense and essentially no one has any idea what's going on with public equities at any given point in time (maybe someone like Kenny G with unparalleled access to flows)"
X Link 2026-02-04T17:44Z [----] followers, [---] engagements

"@shortbus_ace At least she didnt ask about Guam cap sizing"
X Link 2026-02-05T00:57Z [----] followers, [--] engagements

"@GrainSurgeon @JeffMacke The Bubba Gump Shrimp Co in Times Square is a cant miss"
X Link 2026-02-05T01:40Z [----] followers, [--] engagements

"@HJB2_0 @friedoystercult My Winter Olympics ignorance is showing. But also her marketing is not effective on me"
X Link 2026-02-05T01:46Z [----] followers, [--] engagements

"@lebron_ex @WaterworldCapi1 Commodities especially metals are well known to be honest and orderly and never have any kind of fuckery about"
X Link 2026-02-05T04:45Z [----] followers, [--] engagements

"Crypto and ShitCos getting smoked health insurance premiums through the roof rates not cooperating social cohesion stretching. Can't wait to see the next populist "affordability" policy the current administration panic-throws at the wall"
X Link 2026-02-05T23:44Z [----] followers, [---] engagements

"I wasn't paying attention when this spun but given the investor day presentation around spin time in June was calling for low-single digit organic growth why was $RAL ever trading in the $50's With the good FCF conversion feels fairly valued here 11x+ no"
X Link 2026-02-06T00:50Z [----] followers, [---] engagements

"@cashflowgolfer @DrMakaryFDA You must own a lot of $HIMS"
X Link 2026-02-06T02:54Z [----] followers, [---] engagements

"$HIMS baggies down so bad they want the FDA to just stop regulating drugs already because Vioxx and stuff @BagholderQuotes"
X Link 2026-02-06T03:05Z [----] followers, [----] engagements

"Now is finally the time to submit my study on how perineum sunning can cure dwarfism. Robert F. Kennedy Jr. is now claiming a keto diet can cure schizophrenia and erase bipolar disorder. His evidence: I saw a study two days ago. This isnt harmless wellness talk. People with serious mental illness are listening. https://t.co/tKP6QQ8C9Z Robert F. Kennedy Jr. is now claiming a keto diet can cure schizophrenia and erase bipolar disorder. His evidence: I saw a study two days ago. This isnt harmless wellness talk. People with serious mental illness are listening. https://t.co/tKP6QQ8C9Z"
X Link 2026-02-06T03:59Z [----] followers, [---] engagements

"@HJB2_0 @ChairliftCap When $WMT was small you could look at it and say "the economics on each box are 20% ROIC and they have room for lots more boxes and the amount of capital per box is $x." So the capital intensity was a positive. Here nobody has a reasonable range of certainty for ROIC"
X Link 2026-02-06T18:00Z [----] followers, [--] engagements

"@CapitolistPig @herbgreenberg The crazy thing is while sales would have been lower they probably could have wink and nod marketed these dumb things without the specific references the FDA is mad about and avoided this. Unethical and kind of dumb"
X Link 2026-02-07T15:02Z [----] followers, [--] engagements

"@ignore89039500 A few weekends ago at a wedding I was talking to a guy I hadnt seen in [--] years and he was saying he and his wife are into F1 and go to 2-3 races per year in Europe. So I watched the Austrian and GB Grand Prix first races Ive ever watched. My rake: dont worry its all yours"
X Link 2023-07-12T04:49Z [----] followers, [---] engagements

"Long been an $AGM fan. Sold around $200 over the summer. There are very few things that can really damage lending to farms ranches & related infrastructure at 60% LTVs so you generally feel good about owning it over long time frames. Unless you have a moron President that is"
X Link 2025-10-01T18:21Z [----] followers, [---] engagements

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