@larryvc Avatar @larryvc Larry Cheng

Larry Cheng posts on X about investment, $grov, $gme, grove collaborative 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 finance stocks cryptocurrencies technology brands social networks countries exchanges ncaa football celebrities travel destinations

Social topic influence investment, $grov #7, $gme #358, grove collaborative #3, debt, livestream, gme #538, in the, if you, business

Top accounts mentioned or mentioned by @gamestop @grovecollab @usmobile @volitioncapital @aletheiaboston @adammabry @roaringsensei @super73 @screenverse @danielw40094974 @burstoralcare @khattkoo @thekristenwiley @joinstatus @harvard @yurcisin @stuland @usmobiles @mozaicio @nih

Top assets mentioned GameStop, Corp. (GME) Bitcoin (BTC) Alphabet Inc Class A (GOOGL) Spotify Technology (SPOT)

Top Social Posts

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

"Burger King McDonalds"
X Link 2021-10-30T03:22Z 69K followers, [----] engagements

"The PE/VC business is a unique one in that there is a 5+ year lag between inputs (investment decisions) and outputs (investment returns). That sets up two common scenarios that experienced investors often go through in their career: [--]. Strong outputs bad inputs. [--]. Bad outputs strong inputs. Scenario [--] (strong outputs bad inputs): This is an investor who has a great portfolio there are strong realized returns happening. Maybe they recently hit a home run investment. This person has the "hot hand" the Midas touch etc. No one will question what this all-star is doing. Whatever investment this"
X Link 2024-06-27T18:48Z 69K followers, 42.7K engagements

"GameStop [----] CEO comp: Cash: $0 Options: [--] GameStop [----] Board member comp: Cash: $0 Options: [--] $GME"
X Link 2024-12-18T13:21Z 69K followers, 323.7K engagements

"Aleksandr Solzhenitsyn The Gulag Archipelago"
X Link 2025-05-23T19:58Z 69K followers, 110.7K engagements

"The #1 predictor of whether a young business today will be strongly compounding 5-10 years from now is if the market they operate in is strongly compounding 5-10 years from now. Secular long-term market growth is the best enabler of secular long-term company growth"
X Link 2025-10-22T17:16Z 69K followers, 71.8K engagements

"My current take: Barrys Orange Theory CrossFit"
X Link 2026-01-10T16:52Z 69K followers, 19.2K engagements

"Im honored to have been officially elected to the GameStop board of directors at todays enthusiastic shareholder meeting. Excited for the journey ahead $GME @GameStop"
X Link 2021-06-09T15:38Z 69K followers, [----] engagements

"Every company is a company. However on rare occasion some companies become movements. The company ends up standing for something much larger and more significant than itself. These companies break the traditional paradigm - they can play chess when everyone else plays checkers"
X Link 2021-06-18T20:01Z 69K followers, [----] engagements

"The type of stock I get most excited about: micro/small cap at or near their all-time lows no or negative institutional coverage written off and forgotten by most people market I understand and quietly doing a turnaround that no one is paying attention to"
X Link 2021-09-30T22:07Z 69K followers, [----] engagements

"It feels like we are headed to two different financial markets - the traditional one where institutional support is the driver and a decentralized one where community support is the driver. When these two worlds meet in the same asset there will be fireworks"
X Link 2021-11-25T00:46Z 69K followers, [----] engagements

"A GameStop Pro customer reached out today singing the praises of store employee Adrian at the Bradenton FL GameStop on Cortez Rd. He called her a gem knowledgeable patient helpful. Thank you Adrian for going the extra mile to give customers a great experience"
X Link 2022-01-06T04:21Z 69K followers, [----] engagements

"The divide in value between businesses that just have customers and businesses that have community + customers is becoming more stark. To many community has historically been a nice-to-have. In the future community will be the key value driver of the entire business"
X Link 2022-02-22T16:41Z 69K followers, [----] engagements

"I am pleased to have increased my position in GameStop. $GME https://news.gamestop.com/node/19671/html https://news.gamestop.com/node/19671/html"
X Link 2022-03-23T22:12Z 69K followers, [----] engagements

"So much of an investors lens is influenced by their sense of scale. Whats a lot of revenue: $10M $100M $1B $10B $100B Whats a lot of customers: [---] 2k 2M 2B We think our sense of scale is based on business acumen when its usually based qualitatively on comfort zone"
X Link 2022-03-29T01:25Z 69K followers, [----] engagements

"Theme that is being reinforced many times in these changing times: community support institutional support community influence functional governance community sentiment PR"
X Link 2022-04-11T12:08Z 69K followers, [----] engagements

"Without exaggeration for each of the best investments in my career the market experts we consulted in diligence were quite negative on investing. Luckily I ignored their feedback. Their perspectives were thoughtful and wise but divorced from the knowledge of real customers"
X Link 2022-04-27T02:01Z 69K followers, [----] engagements

"Institutional investors talk about retail investors like they are second class citizens. I wish I had a broader data set to prove this but Im inclined to believe that retail investors are more committed than institutional investors in economic downturns. https://www.reuters.com/business/us-retail-investors-bought-heavily-during-thursdays-big-stock-market-drop-2022-05-06/ https://www.reuters.com/business/us-retail-investors-bought-heavily-during-thursdays-big-stock-market-drop-2022-05-06/"
X Link 2022-05-08T03:12Z 69K followers, [----] engagements

"A down market tests whether the CFO is a leader. If the CFO is more of a back-office administrator playing a support role companies can falter during these times. If the CFO is a culture-driving agenda-setting leader it can be a huge asset to companies in down markets"
X Link 2022-05-11T19:28Z 69K followers, [----] engagements

"The great companies seem to make over a year or two years worth of progress between quarterly board meetings. I always marvel at how much gets accomplished in a short three months. Its usually the result of clarity of strategy operational decisiveness and execution pace"
X Link 2022-05-24T20:20Z 69K followers, [----] engagements

"I'm honored to be re-elected to the GameStop board of directors. $GME"
X Link 2022-06-02T15:25Z 69K followers, [----] engagements

"If you engage in the same activities with the same philosophy with the same processes as your competitors why would you expect a differentiated end result What feels like the safety of a normalized model is really an accelerated high risk path to commoditization"
X Link 2022-06-03T12:14Z 69K followers, [----] engagements

"Certain investors can disproportionately access capital for their companies by virtue of their relationships track record brand and effort. To have one involved in your company is a real positive. To have an entire syndicate of these investors involved in your co is invaluable"
X Link 2022-06-20T22:57Z 69K followers, [----] engagements

"The success of an investment isn't based on what the company is at the time of the investment it's based on what the company becomes in the future. Overweighting present realities in investment decisions can miss the fact that investments succeed/fail based on future realities"
X Link 2022-06-23T00:17Z 69K followers, [----] engagements

"There arent really individual successes. Behind every individual success is a community that helped make that success possible. When trying to replicate an individuals success it may be just as or more valuable to study that individuals community than to study the individual"
X Link 2022-07-16T00:27Z 69K followers, [----] engagements

"Having a precise and clear end goal is the enabler of great execution. Absent that measurable clarity attempts at execution can unknowingly devolve into a series of disjointed activities. Boards and leaders should ask themselves - are we crystal clear on where we are going"
X Link 2022-08-09T02:08Z 69K followers, [----] engagements

"The best position: debt free cash flow positive strong balance sheet"
X Link 2022-08-10T01:31Z 69K followers, [----] engagements

"If you doubt whether customer service is worth investing in think about how our views of a company degrade if we have a bad customer service experience vs how it elevates if we have a great customer experience. Thats happening one way or another every day with your customers"
X Link 2022-08-14T18:07Z 69K followers, [----] engagements

"GameStop Q422 Results: Net Sales: $2.2B Cash Flow from Ops: $337M Net Income: $48M Cash + Equivalents: $1.39B LT Debt: negligible Thanks to everyone on the GameStop team for their continued hard work. $GME"
X Link 2023-03-22T11:45Z 69K followers, 140.1K engagements

"Making progress"
X Link 2023-09-28T12:26Z 69K followers, 43.2K engagements

"Interview by @modernretail with Grove Collaborative's new CEO Jeff Yurcisin. "Customers tell us probably more than any other comment 'I love your products.'" $GROV @grovecollab Disclaimer: The views and opinions expressed are solely those of the articles author and do not reflect the views or opinions of Larry Cheng Volition Capital Grove Collaborative or any of their respective affiliates. Investments in securities involve the risk of loss. Past performance is not indicative of future results. Neither Larry Cheng Volition Capital Grove Collaborative nor any of their respective affiliates"
X Link 2023-11-21T23:10Z 69K followers, 10.5K engagements

"It's a subtle but significant sign of strength when a company can legitimately refer to its customers not as customers but as the community"
X Link 2023-12-05T14:56Z 69K followers, 92.2K engagements

"Making progress at Grove. Kudos to the team. Every positive step big or small adds up. $GROV https://www.bizjournals.com/sanfrancisco/news/2024/03/21/grove-collaborative-san-francisco-headquarters.html https://www.bizjournals.com/sanfrancisco/news/2024/03/21/grove-collaborative-san-francisco-headquarters.html"
X Link 2024-03-26T18:02Z 69K followers, [----] engagements

"GameStop FY Results: [----] Adj EBITDA: ($192.7M) [----] Adj EBITDA: $64.7M [----] Net Income: ($313.1M) [----] Net Income: $6.7M [----] Cash + Equiv: $1.199B [----] Long-Term Debt: limited Thanks to the GameStop team for their efforts. $GME For full results: https://gamestop.gcs-web.com/news-releases/news-release-details/gamestop-reports-fourth-quarter-and-fiscal-year-2023-results https://gamestop.gcs-web.com/news-releases/news-release-details/gamestop-reports-fourth-quarter-and-fiscal-year-2023-results"
X Link 2024-04-01T18:12Z 69K followers, 275.6K engagements

"Good article from @RetailDive catching-up with Grove Collaboratives CEO Jeff Yurcisin. $GROV Eight months into his tenure Grove Collaborative CEO Jeff Yurcisin is shaking things up at the sustainable products company. Grove is embarking on several changes to boost both its bottom line and planet-friendly reputation. #DTC https://t.co/5DmbJyLF3p Eight months into his tenure Grove Collaborative CEO Jeff Yurcisin is shaking things up at the sustainable products company. Grove is embarking on several changes to boost both its bottom line and planet-friendly reputation. #DTC https://t.co/5DmbJyLF3p"
X Link 2024-05-05T01:38Z 69K followers, 11.3K engagements

"A great learning exercise is to review all of the original diligence done prior to making an investment years after making the investment. Word-by-word line-by-line number-by-number. What happens with the benefit of hindsight is certain numbers certain words certain observations from the original diligence jump off the page. What might have been innocuous points that blended into a sea of diligence at the time of the investment now elevate themselves into being the key elements that disproportionately drove the entire trajectory or outcome of the investment. And it is with the clarity of that"
X Link 2024-05-15T10:38Z 69K followers, 75.1K engagements

"Productive week"
X Link 2024-05-17T21:11Z 69K followers, 126.1K engagements

"GameStop Completes At-The-Market Equity Offering Program - May [--] [----] $GME https://news.gamestop.com/news-releases/news-release-details/gamestop-completes-market-equity-offering-program-1 https://news.gamestop.com/news-releases/news-release-details/gamestop-completes-market-equity-offering-program-1"
X Link 2024-05-24T21:16Z 69K followers, 94.4K engagements

"Beware of the confidently voiced loudly stated declaratively positioned moderately informed statement that is probably incorrect"
X Link 2024-06-05T01:55Z 69K followers, 103.3K engagements

"We must know the truth; and we must avoid errorthese are our first and great commandments as would-be knowers; but they are not two ways of stating an identical commandment they are two separable laws. - William James The Will to Believe"
X Link 2024-06-07T01:13Z 69K followers, 51.4K engagements

"GameStop Completes At-The-Market Equity Offering Program https://news.gamestop.com/news-releases/news-release-details/gamestop-completes-market-equity-offering-program-2 https://news.gamestop.com/news-releases/news-release-details/gamestop-completes-market-equity-offering-program-2"
X Link 2024-06-11T22:58Z 69K followers, 108.7K engagements

"Dilution is not neutral and shouldn't be viewed as such. It's either positive or negative good or bad. In the world of VC-backed companies dilution is such a normalized part of the journey that it is often passively accepted. This often leads to the negative form of dilution such as capital raised for: -inefficient sales and marketing spend -R&D supporting technology searching for a market -layers of unnecessary organizational overhead -supporting broken business models -vanity valuations -etc. However dilution has a positive and accretive expression as well such as capital raised for:"
X Link 2024-06-13T16:57Z 69K followers, 241K engagements

"For this reason capital allocation is one of the most essential responsibilities and capabilities of a CEO. Effective capital allocation leads to dilution being positive. Ineffective capital allocation leads to dilution being negative. It's usually that linear. Dilution is not neutral and shouldn't be viewed as such. It's either positive or negative good or bad. In the world of VC-backed companies dilution is such a normalized part of the journey that it is often passively accepted. This often leads to the negative form of dilution Dilution is not neutral and shouldn't be viewed as such. It's"
X Link 2024-06-13T20:58Z 69K followers, 98K engagements

"Livestream #1 https://x.com/i/broadcasts/1jMJgmBEmvkKL https://x.com/i/broadcasts/1jMJgmBEmvkKL"
X Link 2024-06-24T21:00Z 69K followers, 81K engagements

"Opened up my Grove app and this is what I found. So great that Grove is tracking impact on behalf of customers. Would love to see the impact tracker for others in the Grove community. @grovecollab $GROV"
X Link 2024-07-03T00:59Z 69K followers, 39.4K engagements

"My most recent purchase from arrived yesterday. What other graded cards should I add to my collection from Open to suggestions http://GameStop.com http://GameStop.com"
X Link 2024-07-06T13:02Z 69K followers, 146.8K engagements

"Omaha World-Herald May [--] [----]. How Shareholders Have Built Preserved Berkshire https://t.co/PzPbpJdVUT How Shareholders Have Built Preserved Berkshire https://t.co/PzPbpJdVUT"
X Link 2024-07-07T01:26Z 69K followers, 167.7K engagements

"In most things conviction is essential but it does not obviate the importance of diversification"
X Link 2024-07-09T19:15Z 69K followers, 106.2K engagements

"The balance sheet doesnt have to be spent because taking calculated risks doesnt have to entail consuming capital. Capital can serve as a backstop enabling a co to take risks that may result in capital consumption if they fail but may result in capital accumulation if they succeed"
X Link 2024-07-12T17:30Z 69K followers, 158K engagements

"I was thinking how many public co CEOs - literally in history - have taken: Salary: $0 Bonus: $0 Stock: [--] shares/options granted Not a single dollar in wages not a single share of stock not a single option nothing. Not Jobs Ellison Buffett Musk. It may be only one"
X Link 2024-07-19T13:23Z 69K followers, 244.4K engagements

"Kind of addicted to scanning my PSA graded cards on the @GameStop mobile app to get a sense for their value"
X Link 2024-07-21T03:13Z 69K followers, 98.7K engagements

"A combination that I've come to respect more and more as a winning trio: -Patience -Persistence in chipping away -Psychological fortitude"
X Link 2024-08-01T17:25Z 69K followers, 46.6K engagements

"No joke my Uber driver this morning"
X Link 2024-08-30T11:54Z 69K followers, 97K engagements

"When in Grapevine thanks to the hospitality of the @gamestop team today"
X Link 2024-08-30T22:03Z 69K followers, 290.5K engagements

"Analogy I heard this morning that made me laugh: Getting married in your mid-20's is like two start-up co-founders coming together. Getting married in your mid-30's is like an M&A transaction between two mature companies. Kind of makes sense"
X Link 2024-09-12T14:21Z 69K followers, 96.9K engagements

"Back in the saddle after a busy week last week. How is everyone"
X Link 2024-09-23T17:10Z 69K followers, 72.5K engagements

"For the full press release on our investment: https://investors.grove.co/news-events/press-releases/detail/88/grove-collaborative-announces-15m-pipe-investment-from https://investors.grove.co/news-events/press-releases/detail/88/grove-collaborative-announces-15m-pipe-investment-from"
X Link 2024-09-24T15:05Z 69K followers, [----] engagements

"My growing collection via @gamestop"
X Link 2024-09-28T21:44Z 69K followers, 44.8K engagements

"Love it @gamestop This blew my mind 🤯 Ive never seen a GameStop or any store for that matter so stocked up on Pokemon TCG. Bruh https://t.co/FSZgYgwuY8 This blew my mind 🤯 Ive never seen a GameStop or any store for that matter so stocked up on Pokemon TCG. Bruh https://t.co/FSZgYgwuY8"
X Link 2024-10-09T17:57Z 69K followers, 55.8K engagements

"Been waiting for this - excited that its here GameStop PSA Get your cards PSA graded with GameStop now: https://t.co/DqwpP6wfq8 https://t.co/NUbSub26h0 GameStop PSA Get your cards PSA graded with GameStop now: https://t.co/DqwpP6wfq8 https://t.co/NUbSub26h0"
X Link 2024-10-16T02:40Z 69K followers, 59.7K engagements

"I prefer no daylight savings"
X Link 2024-11-03T11:37Z 69K followers, 45.5K engagements

"Had dinner with some founders who started the conversation by saying theyve done extensive diligence on me by reading about me on Reddit. Just a little bit scary. Give me the download what would be the takeaway if you read about me on Reddit I honestly have no idea"
X Link 2024-11-05T02:39Z 69K followers, 53.4K engagements

"Happy Saturday morning - any weekend plans"
X Link 2024-11-09T14:34Z 69K followers, 40.2K engagements

"Good morning"
X Link 2024-11-11T11:42Z 69K followers, 62.3K engagements

"Good morning whats on tap today"
X Link 2024-11-12T11:45Z 69K followers, 81.4K engagements

"Have a good day today"
X Link 2024-11-14T12:28Z 69K followers, 59K engagements

"Reminder: Livestream today at 3pm EST on @X. I'll answer [--] pre-selected questions from the community and then open Q&A. Looking at the questions it's a mix of general business and general personal. If you can't make it no big deal will be posted later today"
X Link 2024-11-14T15:21Z 69K followers, 29K engagements

"Closed a new investment just now. Will likely announce it next week. Founders are pumped as is the team at @volitioncapital. I'll be joining the board. Excited to tell you more about it soon enough"
X Link 2024-11-14T17:57Z 69K followers, 75.7K engagements

"My nondescript thank you post limited to the new $GROV community on @x gets 2.1M impressions Make that make sense If you're a $grov holder you should probably join this new community. https://t.co/GuOGVIgsyq If you're a $grov holder you should probably join this new community. https://t.co/GuOGVIgsyq"
X Link 2024-12-02T13:10Z 69K followers, 34.1K engagements

"GameStop Discloses Third Quarter [----] Results https://gamestop.gcs-web.com/news-releases/news-release-details/gamestop-discloses-third-quarter-2024-results https://gamestop.gcs-web.com/news-releases/news-release-details/gamestop-discloses-third-quarter-2024-results"
X Link 2024-12-11T02:02Z 69K followers, 61.3K engagements

"Pretty happy with this one. via @gamestop"
X Link 2024-12-21T17:21Z 69K followers, 38.3K engagements

"I just dropped off [--] cards at @GameStop to be PSA graded. It was an easy process. All the cards were in sleeves they took pictures of them put labels on them packaged them up got my Pro discount and done in [--] minutes. Not all stores support this service yet so check in advance but more stores are being trained every month"
X Link 2025-01-05T00:26Z 69K followers, 80.5K engagements

"Just to save people time I wont be making any comments about GameStop. Sorry to disappoint but just wanted to be upfront about that so you can skip out if thats what you were interested in. $GME Livestream tomorrow at Noon EST. Haven't prepared anything so will just wing this one AMA-style. Feel free to put any general topics/questions you might want me to cover in comments. Livestream tomorrow at Noon EST. Haven't prepared anything so will just wing this one AMA-style. Feel free to put any general topics/questions you might want me to cover in comments"
X Link 2025-02-12T03:41Z 69K followers, 161.6K engagements

"Just going back and forth between my GameStop app PSA app and eBay app looking at pricing"
X Link 2025-03-09T00:50Z 69K followers, 94.3K engagements

"Turnarounds are like baseball - the market might not reward your efforts until the game is won. That means for investors you can join in after [--] innings and still be rewarded. But if you join in the 1st inning patience will be required. Know which inning the turnaround is in"
X Link 2025-03-13T18:20Z 69K followers, 168.2K engagements

"GameStop Reports Fourth Quarter and Fiscal Year [----] Results $GME https://investor.gamestop.com/news-releases/news-details/2025/GameStop-Reports-Fourth-Quarter-and-Fiscal-Year-2024-Results/default.aspx https://investor.gamestop.com/news-releases/news-details/2025/GameStop-Reports-Fourth-Quarter-and-Fiscal-Year-2024-Results/default.aspx"
X Link 2025-03-25T20:36Z 69K followers, 46.2K engagements

"GameStop Announces Proposed Private Offering of$1.3 Billion of Convertible Senior Notes $GME https://investor.gamestop.com/news-releases/news-details/2025/GameStop-Announces-Proposed-Private-Offering-of1-3-Billion-of-Convertible-Senior-Notes/default.aspx https://investor.gamestop.com/news-releases/news-details/2025/GameStop-Announces-Proposed-Private-Offering-of1-3-Billion-of-Convertible-Senior-Notes/default.aspx"
X Link 2025-03-26T20:35Z 69K followers, 159.3K engagements

"Hedge funds hedge"
X Link 2025-03-28T16:00Z 69K followers, 172.4K engagements

"Happy Sunday - hope everyone is having a good weekend"
X Link 2025-03-30T12:02Z 69K followers, 36.7K engagements

"The five key financial pillars for a business to prosper in good times and to weather the bad times: -Revenue growth -Profitability -Balance sheet strength -Balance sheet strength -Balance sheet strength"
X Link 2025-04-03T03:34Z 69K followers, 120.5K engagements

"Same here which is how you know its probably the incorrect conclusion. Everyone I talk to in business thinks these tariffs are stupid and destructive. Everyone I talk to in business thinks these tariffs are stupid and destructive"
X Link 2025-04-05T17:38Z 69K followers, 86.3K engagements

"In turbulent times a strong balance sheet is a businesss best defense to protect it against unpredictable dynamics. It also enables the business to go on the offensive and seize opportunities that emerge. Strong balance sheet = defense + offense at the same time. (cue Top Gun) The five key financial pillars for a business to prosper in good times and to weather the bad times: -Revenue growth -Profitability -Balance sheet strength -Balance sheet strength -Balance sheet strength The five key financial pillars for a business to prosper in good times and to weather the bad times: -Revenue growth"
X Link 2025-04-08T01:12Z 69K followers, 87K engagements

"I just want to acknowledge one of @gamestops very best customers. Hes been buying something at GameStop every Wednesday for years. Behind every great company are your most loyal customers. Thank you @DanielW40094974 Wednesdays are for @gamestop 🏴☠ https://t.co/cBfNE2pmvk Wednesdays are for @gamestop 🏴☠ https://t.co/cBfNE2pmvk"
X Link 2025-04-16T20:53Z 69K followers, 132.3K engagements

"In business the old adage remains true: cash is king"
X Link 2025-05-13T00:35Z 69K followers, 108.1K engagements

"$GME GameStop has purchased [----] Bitcoin. https://t.co/gGdr0BRrAv GameStop has purchased [----] Bitcoin. https://t.co/gGdr0BRrAv"
X Link 2025-05-28T11:15Z 69K followers, 246.6K engagements

"$GME GameStop CEO Ryan Cohen discusses Bitcoin acquisition https://t.co/CW3dqyVX01 GameStop CEO Ryan Cohen discusses Bitcoin acquisition https://t.co/CW3dqyVX01"
X Link 2025-05-28T17:16Z 69K followers, 140.1K engagements

"GameStop Discloses First Quarter [----] Results: Sales: $732.4M Net Income: $44.8M Adjusted Net Income: $83.1M Cash & Securities: $6.4B Release: $GME https://investor.gamestop.com/news-releases/news-details/2025/GameStop-Discloses-First-Quarter-2025-Results/default.aspx https://investor.gamestop.com/news-releases/news-details/2025/GameStop-Discloses-First-Quarter-2025-Results/default.aspx"
X Link 2025-06-10T20:10Z 69K followers, 178.5K engagements

"Congratulations to everyone in the Class of 2025"
X Link 2025-06-10T22:14Z 69K followers, 263.5K engagements

"The time is coming when private companies will use their balance sheets to take positions in public companies given the arbitrage in multiples"
X Link 2025-07-17T16:40Z 69K followers, 77.9K engagements

"Good morning all"
X Link 2025-08-25T11:25Z 69K followers, 43.4K engagements

"GameStop Q225 Earnings Results: Net Sales: $972.2M (22% YoY growth) Net Income: $168.6M (1039% YoY growth) Cash + Equiv: $8.7B (107% YoY growth) Bitcoin: $528.6M For more $GME information heres the full release: https://investor.gamestop.com/news-releases/news-details/2025/GameStop-Discloses-Second-Quarter-2025-Results/default.aspx https://investor.gamestop.com/news-releases/news-details/2025/GameStop-Discloses-Second-Quarter-2025-Results/default.aspx"
X Link 2025-09-09T20:07Z 69K followers, 190.2K engagements

"Logging for future reference. $GME Logging for future reference. $GME https://t.co/oCIgjrpTIf Logging for future reference. $GME https://t.co/oCIgjrpTIf"
X Link 2025-09-10T00:36Z 69K followers, 270.3K engagements

"I just love that RC gave a @super73 e-bike to a dedicated GameStop employee who had to walk [--] miles to work each day. $GME https://sherwood.news/markets/one-mothers-linkedin-post-inspired-gamestop-ceo-ryan-cohen-to-give-a/utm_source=robinhood&utm_medium=referral https://sherwood.news/markets/one-mothers-linkedin-post-inspired-gamestop-ceo-ryan-cohen-to-give-a/utm_source=robinhood&utm_medium=referral"
X Link 2025-09-17T13:36Z 69K followers, 62.1K engagements

"$14B for TikTok If true seems like a bargain"
X Link 2025-09-26T12:29Z 69K followers, 117.2K engagements

"Some trading cards are priceless and some are worthless. Ill let you decide - ha ha"
X Link 2025-10-07T20:59Z 69K followers, 57K engagements

"Wait for the fat pitch"
X Link 2025-11-02T03:08Z 69K followers, 170.8K engagements

"The calm waters of stable S&P [---] performance is masking carnage going on in sectors underneath the surface. Many companies experiencing significant multiple compression and are down 50%-75%+ from highs. Still many are trading above normalized multiples. Interesting times"
X Link 2026-02-03T01:50Z 69K followers, 48.8K engagements

"Common but trust-eroding communication style between managers and their investors: - Potential good news: Early - Actual bad news: Late Uncommon trust-enhancing communication style between managers and their investors: - Potential bad news: Early - Actual good news: On-time"
X Link 2022-07-01T18:51Z 69K followers, [----] engagements

"Making progress $GROV $GME"
X Link 2023-09-06T20:43Z 69K followers, 50.8K engagements

"The path to profitable growth: [--]. Get your cost structure right. [--]. Get your unit economics right. [--]. Get your working capital right. [--]. Get your capital structure right. [--]. Invest wisely to grow. Miss any one of the first four steps and you might not get to the last step"
X Link 2023-10-31T23:44Z 69K followers, 84.3K engagements

"Do you remember when: Berkshire Hathaway was a textiles company American Express was an express mail business Nokia was a pulp mill Samsung was a grocery trader Marriott was a root beer stand Instagram was a check-in app I don't - businesses evolve. Other examples"
X Link 2024-05-30T14:26Z 69K followers, 537.1K engagements

"I can think of one other. Id argue that no other executive is as aligned with shareholders as @elonmusk who committed to no salary no bonus no stock comp FOR [--] YEARS unless he created tremendous value for @Tesla shareholders. Id argue that no other executive is as aligned with shareholders as @elonmusk who committed to no salary no bonus no stock comp FOR [--] YEARS unless he created tremendous value for @Tesla shareholders"
X Link 2024-06-06T21:17Z 69K followers, 233.4K engagements

"GameStop [----] Proxy Statement - Annual Meeting: June [--] [----] - 10am CST - link: https://s205.q4cdn.com/272884106/files/doc_downloads/annual-meeting-docs/2025/2025-Proxy-Statement.pdf http://meetnow.global/MGWWKKP https://s205.q4cdn.com/272884106/files/doc_downloads/annual-meeting-docs/2025/2025-Proxy-Statement.pdf http://meetnow.global/MGWWKKP"
X Link 2025-04-24T22:29Z 69K followers, 73.6K engagements

"I had a funny convo last week with the global practice head for board searches at a top exec search firm. They do [---] public co board searches a year. I told him how at GameStop none of the board members or CEO are paid cash or equity. He said "So you grant options" I said "No the stock board members and the CEO get come from purchasing stock just like any other shareholder." He said "So you grant restricted stock units" I said "No we don't grant any equity and don't pay any cash. We believe this aligns our interest with shareholders." He said "What" Out of the thousands of public co board"
X Link 2025-09-02T14:21Z 69K followers, 128.2K engagements

"I appreciate Ryan doing an hour long interview answering questions about $GME and other topics. What you see is what you get ICYMI: Heres our full conversation with $GME CEO @ryancohen https://t.co/dfE3j6qbeM ICYMI: Heres our full conversation with $GME CEO @ryancohen https://t.co/dfE3j6qbeM"
X Link 2025-10-21T01:06Z 69K followers, 147.4K engagements

"DISCLAIMER The views and opinions expressed herein are solely those of the author and do not reflect the views or opinions of Volition Capital Grove Collaborative or its affiliates. The author does not guarantee the accuracy or completeness of the information provided in this thread. You should not treat any opinion expressed herein as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of the authors opinion. All information provided is for informational purposes only and shall not be relied upon as personal financial advice. Any"
X Link 2023-08-21T13:03Z 69K followers, [----] engagements

"Full Post: Why Volition Invested In Grove Collaborative (NYSE: GROV) 9/9 $GROV @grovecollab https://www.volitioncapital.com/news/why-volition-invested-in-grove-collaborative/ https://www.volitioncapital.com/news/why-volition-invested-in-grove-collaborative/"
X Link 2023-08-21T13:03Z 69K followers, [----] engagements

"Whats an undervalued metric for business health Order value growth. Lets use Grove Collaborative $GROV as an example. They have a long history of improving D2C Net Revenue Per Order: 2018: $37 2019: $42 2020: $53 2021: $56 2022: $59 Q223: $65 Why is this key To build a great business - expanding customer lifetime value (LTV) over time is an important goal as customer acquisition cost (CAC) often increases over time. LTV gains need to exceed CAC increases to maintain business health. There are [--] primary levers to increase LTV: (1) increase net revenue per order or average order value (AOV) (2)"
X Link 2023-09-05T12:13Z 69K followers, 19.7K engagements

"From my investment in cos like Grove Collaborative $GROV whose stocks have minimal or no analyst coverage I've seen a gap in the market for quality small/micro cap equity research. If there was a co that provided this I'd really consider investing in it. Anyone doing this well"
X Link 2023-09-25T15:28Z 69K followers, 24.7K engagements

"Grove Collaborative $GROV Q323 Earnings Call: Thursday Nov 9th at 2:00pm PST/5:00pm EST. Webcast: Conference Call: 800-274-8461 International Call-In: 203-518-9814 Code: "GROVE" Replay (until 11/23/23): 877-660-6853 or 201-612-7415 code: [--------] https://investors.grove.co/ https://investors.grove.co/"
X Link 2023-11-07T13:17Z 69K followers, 14.1K engagements

"Grove Collaborative $GROV just announced its earnings for Q3 [----]. Read about it here: Disclaimer: Investments in securities involve the risk of loss.Past performance is not indicative of future results. Neither the author Volition Capital Grove Collaborative nor any of their respective affiliates guarantees any specific outcome or profit.All information is provided for informational purposes only and shall not be relied upon as personal financial or investment advice.You should be aware of the real risk of loss in following any strategy or investment discussed herein."
X Link 2023-11-09T22:00Z 69K followers, 14.3K engagements

"Just reading my original thesis on $GROV posted in Aug. It's a good practice to review the original thesis after some time with a company to see if the core tenets would have changed. Still feels on point (note disclaimer at end). Why Volition Invested in Grove Collaborative Why did Volition Capital invest in Grove Collaborative The simple answer is we believe the company has similar ingredients in place as some of our most successful investments. This certainly doesnt guarantee success but it serves as a promising foundation to build upon. The [--] Core Pillars Let me step back some of our best"
X Link 2023-12-06T12:27Z 69K followers, 20.9K engagements

"Holiday Giveaway: $200 Gift Card to Grove Collaborative (20 winners) Restock your home with sustainable household essentials from Grove To enter: RT Winners: selected randomly at noon EST on Friday. (DM to finalize) @grovecollab *Disclosure - I'm an investor and board member of $GROV. No purchase necessary void where prohibited. https://www.grove.co/ https://www.grove.co/"
X Link 2023-12-14T13:25Z 69K followers, 79K engagements

"$200 Grove Gift Card Winners: @economicdunce @sierrastrades @monsoon69420 @spaceshark23 @cyberhedge @onehit42 @kkuszek @blyn81 @ohhgarrett @kitsunelly @forkyeth @jessdpierce @iamristretto @dianaharper1 @carriebarberlpn @vonzipperface @loopypihead @jinjinmoripark @mcbates182 @brandi_kell9939 I'll DM you for your emails and the team from @grovecollab will take it from there. Congratulations and happy holidays Holiday Giveaway: $200 Gift Card to Grove Collaborative (20 winners) Restock your home with sustainable household essentials from Grove (https://t.co/Glkm9ScpyG). To enter: RT Winners:"
X Link 2023-12-15T16:56Z 69K followers, 44.8K engagements

""The organic badge has done an incredible job educating consumers about their food. It's long overdue that other consumables have similar disclosure about their sustainability impact." - Stu Landesberg Co-Founder Grove Collaborative Excited for Grove's "Beyond Plastic" badges and the continued efforts to be a leader in providing transparency and clarity on the planet-friendly claims of household consumable brands. @Stu_Land $GROV @grovecollab https://thedieline.com/blog/2024/1/11/grove-collaborative-announces-beyond-plastic-badges-to-its-platform-to-make-plastic-free-shopping-easier"
X Link 2024-01-13T18:43Z 69K followers, 13.1K engagements

"Grove Collaborative $GROV Fourth Quarter and Full Year [----] Earnings Conference Call Wednesday March [--] [----] - 5:00pm EST https://investors.grove.co https://investors.grove.co"
X Link 2024-02-28T12:28Z 69K followers, [----] engagements

"Grove Collaborative Announces First Quarter [----] Financial Results Thanks to the entire @grovecollab team for their hard work. Making progress. $GROV Full results below: https://investors.grove.co/news-events/press-releases/detail/82/grove-announces-first-quarter-2024-financial-results https://investors.grove.co/news-events/press-releases/detail/82/grove-announces-first-quarter-2024-financial-results"
X Link 2024-05-14T20:44Z 69K followers, 17.2K engagements

"I admit I have a strange fascination with what hand written note will be on my next Grove Collaborative box. The Grove community should have input into whats on the box. What phrase would you suggest @grovecollab - can you make some of the suggestions happen"
X Link 2024-06-06T01:35Z 69K followers, 53.1K engagements

"Board meeting this week: Grove Collaborative $GROV Excited to host the Board of Directors and members of the leadership team in Boston"
X Link 2024-07-17T12:50Z 69K followers, 20.4K engagements

"I am very excited to lead Volitions $15M additional investment into Grove Collaborative (NYSE: GROV) at a 38% premium to Fridays closing price. We are more than doubling our original investment of $10M a year ago. This reflects our conviction on the companys prospects. $GROV @volitioncapital https://investors.grove.co/news-events/press-releases/detail/88/grove-collaborative-announces-15m-pipe-investment-from https://investors.grove.co/news-events/press-releases/detail/88/grove-collaborative-announces-15m-pipe-investment-from"
X Link 2024-09-23T21:28Z 69K followers, 34.9K engagements

"Why Volition Invested in Grove Collaborative (Again) In August [----] Volition made a $10M investment into Grove Collaborative (NYSE: GROV) and I joined the Board of Directors of the company. Today roughly a year later we are very excited to announce an additional $15M investment into Grove. We believe this investment will enable Grove to extend its leadership in sustainable household essentials and better delight its loyal base of conscientious consumers while continuing to work towards delivering on Groves three core financial goals: consistent profitability balance sheet strength and revenue"
X Link 2024-09-24T11:37Z 69K followers, 49.2K engagements

"Grove $GROV burned $400M+ prior to [----]. Since then theyve had their first [--] straight Adjusted EBITDA positive quarters and have been Cash Flow positive in [--] of the last [--] quarters. Great progress on profitability over the last year. @YahooFinance https://finance.yahoo.com/news/grove-collaborative-announces-15m-pipe-203000329.html https://finance.yahoo.com/news/grove-collaborative-announces-15m-pipe-203000329.html"
X Link 2024-09-25T18:31Z 69K followers, 26.4K engagements

"Very honored to speak at the Grove Collaborative all-hands meeting just now. Excited for the future - thanks to everyone on the team for their hard work. @grovecollab $GROV Grove Collaborative thinks it has found the way to become the Chewy of sustainable home products. https://t.co/DebpHcMkCl Grove Collaborative thinks it has found the way to become the Chewy of sustainable home products. https://t.co/DebpHcMkCl"
X Link 2024-10-04T18:48Z 69K followers, 22.8K engagements

"Very well-written @Forbes piece covering the progress of Grove over the last year. Captured what's transpired better than I could have. Proud of all that the company has accomplished since we first invested in Aug '23. @grovecollab @PamDanziger $GROV https://www.forbes.com/sites/pamdanziger/2024/10/15/after-year-under-new-ceo-grove-collaborative-is-finally-building-a-sustainable-business/ https://www.forbes.com/sites/pamdanziger/2024/10/15/after-year-under-new-ceo-grove-collaborative-is-finally-building-a-sustainable-business/"
X Link 2024-10-16T12:36Z 69K followers, 20.3K engagements

"Grove Collaborative's Q324 earnings results/call summary: $GROV [--] Pillars: [--]. Profitability: Adj. EBITDA breakeven Net Loss was $1.3M Operating Cash Flow positive. [--]. Balance Sheet strength: $55.6M of cash will pay off $30M of debt to take term debt to $0. [--]. Revenue Growth: Per earnings call projecting sequential Q/Q revenue growth in Q424. [--]. Mission: Equal product focus on both human and environmental health. For more info on @grovecollab: Q324 Press Release: Q324 Earnings Call: Q324 Investor Presentation: DISCLAIMER The views and opinions expressed are solely those of the author and do"
X Link 2024-11-13T18:03Z 69K followers, 18K engagements

"voluntarily repaid and discharged in full all obligations in the amount of $30349672.50. - $GROV 8-K Term debt = $0. Congrats to the team at Grove Collaborative. https://investors.grove.co/sec-filings/all-sec-filings/content/0001628280-24-049138/0001628280-24-049138.pdf https://investors.grove.co/sec-filings/all-sec-filings/content/0001628280-24-049138/0001628280-24-049138.pdf"
X Link 2024-11-26T23:43Z 69K followers, 65.4K engagements

"I'm getting more engaged in X communities this year. This is the community to join if you're interested in Grove Collaborative. Grove is a Volition investment focused on being the premier online destination for healthy household essentials. $GROV https://x.com/i/communities/1862192099707203969 https://x.com/i/communities/1862192099707203969"
X Link 2025-01-07T20:22Z 69K followers, [----] engagements

"Grove Collaborative Announces Asset Purchase Agreement with Grab Green $GROV https://www.businesswire.com/news/home/20250210928462/en/Grove-Collaborative-Announces-Asset-Purchase-Agreement-with-Grab-Green https://www.businesswire.com/news/home/20250210928462/en/Grove-Collaborative-Announces-Asset-Purchase-Agreement-with-Grab-Green"
X Link 2025-02-11T21:18Z 69K followers, 34.5K engagements

"Grove Collaborative Announces 8Greens Acquisition $GROV https://investors.grove.co/news-events/press-releases/detail/97/grove-collaborative-announces-8greens-acquisition https://investors.grove.co/news-events/press-releases/detail/97/grove-collaborative-announces-8greens-acquisition"
X Link 2025-03-11T21:01Z 69K followers, 48K engagements

"$GME https://news.gamestop.com/news-releases/news-details/2025/GameStop-Announces-Pricing-of-Private-Offering-of-1-3-Billion-of-Convertible-Senior-Notes/default.aspx https://news.gamestop.com/news-releases/news-details/2025/GameStop-Announces-Pricing-of-Private-Offering-of-1-3-Billion-of-Convertible-Senior-Notes/default.aspx"
X Link 2025-03-27T22:37Z 69K followers, 171.8K engagements

"Beautiful day in Seattle with Grove Collaborative and Levanta"
X Link 2025-04-16T16:40Z 69K followers, 19.7K engagements

"Grove Collaborative [----] Annual Report $GROV: https://investors.grove.co/sec-filings/all-sec-filings/content/0001628280-25-020645/0001628280-25-020645.pdf https://investors.grove.co/sec-filings/all-sec-filings/content/0001628280-25-020645/0001628280-25-020645.pdf"
X Link 2025-04-29T20:41Z 69K followers, 36.2K engagements

"Not the Monday morning I expected good to start the week with a laugh"
X Link 2025-10-27T12:26Z 69K followers, 52K engagements

"The winner of the Super73 - MZFT is @Picklesgal111 (And many thanks to @super73 for facilitating special shipment to Canada.) Excited to be celebrating the launch of the new Super73 - MZFT. Congrats to the @super73 team on this launch To join in on the festivities Ill be giving away one Super73 - MZFT to a randomly selected person who reposts this (will select tomorrow). https://t.co/ZIgyDF6SqI https://t.co/Ht9Ggo4tHj Excited to be celebrating the launch of the new Super73 - MZFT. Congrats to the @super73 team on this launch To join in on the festivities Ill be giving away one Super73 - MZFT"
X Link 2025-11-13T01:53Z 69K followers, 40.6K engagements

"Livestream #10 https://x.com/i/broadcasts/1YpKkkZlreNKj https://x.com/i/broadcasts/1YpKkkZlreNKj"
X Link 2026-01-22T16:58Z 69K followers, 12.4K engagements

"It was fun to catch up with @adamsarhan of Smart Money this week to have a pretty philosophical discussion actually - covered a lot of ground in a short time YouTube: Spotify: https://open.spotify.com/episode/6oezeWTBOLOPTr3fsMMZJRsi=m1ijgKXgT1iWaw1XXh2Q5w&t=2&pi=3UMbADUpRVm_O https://youtu.be/A9aCReYPEZEsi=jFI_mOl2l2soNi0p https://open.spotify.com/episode/6oezeWTBOLOPTr3fsMMZJRsi=m1ijgKXgT1iWaw1XXh2Q5w&t=2&pi=3UMbADUpRVm_O https://youtu.be/A9aCReYPEZEsi=jFI_mOl2l2soNi0p"
X Link 2026-02-12T14:13Z 69K followers, 10.6K engagements

"Strong cash position + no debt + profitable business = controlling your destiny. Add growth and you have real value creation in normalized market conditions. This is true regardless of company size industry public or private. Simple financial goals can help focus the mind"
X Link 2024-05-28T18:58Z 69K followers, 160.2K engagements

"$GME https://gamestop.gcs-web.com/news-releases/news-release-details/gamestop-discloses-second-quarter-2024-results https://gamestop.gcs-web.com/news-releases/news-release-details/gamestop-discloses-second-quarter-2024-results"
X Link 2024-09-10T20:13Z 69K followers, 161.4K engagements

"I was asked by an entrepreneur about the mechanics of how two private companies merge my response: The two companies have to agree that Company A is worth x% of the combined companies and Company B is worth y% of the combined companies where x + y = 100%. Generally speaking Company A's shareholders get their pro-rata portion of x%. Company B's shareholders get their pro-rata portion of y%. So all shareholders get their pro-rata portion of their relative ownership of the combined companies. That's the high level structure"
X Link 2025-04-30T17:54Z 69K followers, 88.2K engagements

"Logging for future reference. $GME"
X Link 2025-05-23T16:54Z 69K followers, 768K engagements

"During this tidbit on the power law from my chat with @MikeGelb on the @ConsumerVC podcast I was thinking about a conversation with one of my partners when we exited Chewy in [----]. He noted that Chewy had returned more than every other investment in our history combined. And I responded that if we do our job well there would be another investment down the road that would return more than every other investment in our then history + Chewy combined. That's how the power law works. He looked at me like I was nuts - I stand by it"
X Link 2025-07-21T18:12Z 69K followers, 34K engagements

"GameStop Announces Dividend of Warrants to Shareholders: - [--] warrant for every [--] shares of $GME common stock held - exercise price of $32.00 - expiration date 10/30/26 - warrants are freely tradable on NYSE: GME WS Full details below: https://investor.gamestop.com/news-releases/news-details/2025/GameStop-Announces-Dividend-of-Warrants-to-Shareholders/default.aspx https://investor.gamestop.com/news-releases/news-details/2025/GameStop-Announces-Dividend-of-Warrants-to-Shareholders/default.aspx"
X Link 2025-09-09T21:07Z 69K followers, 137.4K engagements

"Reminder to self: less is more less is more less is more"
X Link 2025-10-23T01:52Z 69K followers, 78.5K engagements

"Excited to be celebrating the launch of the new Super73 - MZFT. Congrats to the @super73 team on this launch To join in on the festivities Ill be giving away one Super73 - MZFT to a randomly selected person who reposts this (will select tomorrow). https://super73.com/products/super73-mzft https://super73.com/products/super73-mzft"
X Link 2025-11-10T18:25Z 69K followers, 176.5K engagements

"Strange reality: Shipped an [--] pound extra large parcel across the country and the UPS ground rates were $250-$400. Shipped an SUV (happens to weigh [----] pounds) across the country for $1300. Relative pricing seems off - and the car got there faster"
X Link 2025-12-27T17:52Z 69K followers, 28.8K engagements

"GameStop Announces Long-Term Performance Award for Ryan Cohen (press release below) $GME"
X Link 2026-01-07T11:23Z 69K followers, 399K engagements

"Post the 1-year stock chart of your favorite company that is down 50%+ in the last year"
X Link 2026-02-03T16:56Z 69K followers, 56.4K engagements

"This is a slide I presented at the [----] Volition LP Meeting. It shows peak to trough multiples of emerging tech cos during large capital rotations. The lesson Valuation multiples usually compress by 90%+ from peak to trough. 10x revenues becomes 1x. 50x EBITDA becomes 5x. We are watching a large capital rotation right now in the tech markets due to AI. The bad news is 90% multiple compression is not uncommon historically. The good news is multiples typically normalize 2x-3x above the trough. https://twitter.com/i/web/status/2022138216132784455"
X Link 2026-02-13T02:38Z 69K followers, 16K engagements

"In capital rotations industry-leading companies are not spared. In 2006-2009 example peak to trough declines: - Amazon (-61%) - eBay (-78%) - Apple (-61%) - Salesforce (-71%) - VMWare (-88%) - EMC (-65%) - etc. Therein lies the opportunity with hard capital rotations"
X Link 2026-02-13T13:30Z 69K followers, 31.3K engagements

"Reframing mindsets is hard to do. What is clear is that in an AI world many white collar desk job workers (including myself) will go from doing the work to orchestrating agents to do 10x-100x the work one used to do. To make that transition you have to burn the boat on what you used to do and how you used to do it. To burn the boat one has to fundamentally reframe how they think about their job. Thats the hard mental leap - you used to do x or y and now youre an agent orchestrator. Even though many certainly have the intellectual capacity to make the transition many wont because they wont"
X Link 2026-02-17T11:38Z 69K followers, 29.3K engagements

"Common presentation: Company A (start-up) touts a partnership with Company B (large co) as a primary competitive advantage. Flipside: Company B views Company A as one of many or nothing particularly special. This may be an asset for Company A for now but its not the basis for a durable competitive advantage long-term. What it conveys is that Company A has a major dependency and may not have a real moat for their business. Its often presented as a strength by the start-up but it can communicate more risk than reward to an investor"
X Link 2026-02-18T17:18Z 69K followers, 14.5K engagements

"binance gnosis trezor telegram nomics and others. two crypto days will become two crypto weeks. where else should i go http://0x.org http://yape.exchange http://chainlist.org http://zenledger.io http://lido.fi http://vvs.finance http://0x.org http://yape.exchange http://chainlist.org http://zenledger.io http://lido.fi http://vvs.finance"
X Link 2021-11-24T17:50Z 64.1K followers, [---] engagements

"Kumar - from "Harold and Kumar Go to White Castle" - is now working at the White House http://bit.ly/5a4YL"
X Link 2009-04-08T01:16Z 64.1K followers, [--] engagements

"Ive had the pleasure of spending time with several of our portfolio company founders over the last couple of weeks and am reminded to never underestimate the sheer relentless tenacity of founders. They can move mountains by force of will. It is inspiring"
X Link 2022-04-06T23:48Z 64.1K followers, [----] engagements

"A recurring phrase Im hearing to justify raising debt is that its non-dilutive capital. If your company cant service debt from its cash flows then debt can be the most dilutive capital. Relying on debt to finance a money losing business can be a bet the company decision"
X Link 2022-09-09T13:12Z 64.1K followers, [----] engagements

"A one-time cost restructuring doesnt replace running a business with increasing operating leverage every day. The former lower costs episodically to get closer to profitability. The latter is about building a business that generates cash normal course which is more important"
X Link 2022-09-13T13:07Z 64.1K followers, [---] engagements

"Excited to announce Volitions newest $675M Fund V - thanks to all of our LPs and portfolio companies for their support Im also excited to be back on twitter after taking a pause for fundraising. Ready to go for [----] and beyond @volitioncapital https://www.volitioncapital.com/news/volition-capital-announces-closing-of-volition-capital-fund-v-l-p-with-675m-in-capital-commitments/ https://www.volitioncapital.com/news/volition-capital-announces-closing-of-volition-capital-fund-v-l-p-with-675m-in-capital-commitments/"
X Link 2023-01-26T20:40Z 64K followers, 53.6K engagements

"Which best describes your awareness of Silicon Valley Bank (SVB) - before - March [----] and your support of recent government intervention (GI) guaranteeing deposits at SVB (Im particularly interested in comments on why you do/dont support GI from those unaware of SVB) Aware of SVB-support GI Aware of SVB-against GI Unaware of SVB-against GI Unaware of SVB-support GI Aware of SVB-support GI Aware of SVB-against GI Unaware of SVB-against GI Unaware of SVB-support GI"
X Link 2023-03-14T11:22Z 64.8K followers, 25.5K engagements

"From my vantage point absent clear and effective leadership the primary organizational leader usually defaults to being inertia"
X Link 2023-04-26T02:33Z 65.5K followers, 28.8K engagements

"I just love investing in gutsy entrepreneurs building high quality companies in a disciplined way in sectors that investors hate. Its my comfort zone"
X Link 2023-06-30T00:57Z 49.6K followers, 34.2K engagements

"A few thoughts/misconceptions about debt that have come up repeatedly: We will refinance is not a sound or acceptable plan for servicing your debt. Your capacity to service your debt shouldnt be defined by your capacity to service the interest-only period it should be"
X Link 2023-06-14T21:12Z 49.6K followers, [----] engagements

"One ironic reality is my best investments often resulted from seeing beyond the obvious and my worst investments often resulted from overlooking the obvious. Over-indexing on the obvious can protect you from mistakes but its also unlikely to lead to disproportionate returns"
X Link 2023-06-27T02:22Z 49K followers, [----] engagements

"I was taught early in my career that the capital markets are efficient. I no longer believe that - I view the capital markets as being fundamentally emotional because they are led by the thinking of human beings. Therefore my operating conclusion is the inverse of what I was taught - I believe there are always profound inefficiencies in the capital markets and one must have the curiosity to find them and the courage to step into them"
X Link 2023-06-29T13:22Z 49K followers, 60.6K engagements

"We celebrated the retirement of our COO Andy Flaster yesterday. After a forty-year career he shared some words of wisdom with the firm. Three that I will always remember: - Ask questions - Be curious - Think long-term Three ideals that all have huge compounding benefits"
X Link 2023-06-29T19:04Z 49.6K followers, 13.5K engagements

"If you could only ask one question about a business to assess whether you would have preliminary interest in pursuing an investment what would it be"
X Link 2023-07-07T11:21Z 49.6K followers, 38.2K engagements

"I suspect Buffetts single question would be: Can the company raise prices without impacting demand Hard to think of a better data point if quantifiable that shows the strength of a business"
X Link 2023-07-12T23:40Z [--] followers, 20.2K engagements

"If you havent hit bottom youre more afraid of falling. - wise observation from a founder Im meeting with today"
X Link 2023-07-07T15:25Z 49.6K followers, 31.7K engagements

"I spent [--] straight hours in focused one-on-one conversation with a founder yesterday. Pencils down laptops closed no other people no distractions. I cant remember the last time I did that with anyone but its a great way to cut through the noise and get to know someone"
X Link 2023-07-08T16:05Z 49.6K followers, 25.2K engagements

"What things are much easier said than done Two obvious ones in my world: (1) Be contrarian (2) Think long-term Others that come to mind"
X Link 2023-07-11T04:03Z 49.6K followers, 28.8K engagements

"Thats a clever hotspot name. I think Ill avoid it"
X Link 2023-07-12T14:19Z 49.6K followers, 12.3K engagements

"A simple playbook many companies are or should be pursuing: [--]. Delight customers [--]. Focus on profitable growth [--]. De-lever/strengthen balance sheet [--]. Optimize working capital to generate cash [--]. Acquire more customers efficiently (Go back to #1)"
X Link 2023-07-19T19:32Z 49.6K followers, 29.9K engagements

"If you had to start a business to solve a problem youve seen or experienced what would that business be and what problem would it solve"
X Link 2023-07-25T00:39Z 49.6K followers, 30.2K engagements

"If an investment diligence process focuses predominantly on everything that could go wrong youve likely given insufficient emphasis on the central point of making an investment in the first place which is what could go right"
X Link 2023-07-31T23:54Z 49.6K followers, 29.9K engagements

"The -80/50 Club: companies who at one point had their market cap drop by at least 80% from peak to trough and then rebounded from that trough by over 50x. A sampling ranked by rebound multiple (company peak to trough decline trough to current price): - Amazon -94% 412x - Booking Holdings -99% 397x - Nexstar Media -97% 316x - Nvidia -85% 291x - Ziff Davis -97% 230x - Aspen Tech -98% 208x - Sleep Number -99% 114x - Dominos -91% 112x - Crocs -98% 112x - Microstrategy -99% 73x - Sirius XM -99% 69x - Adobe -80% 57x - Netflix -82% 55x Nearly all of the peak to trough declines took place either"
X Link 2023-07-27T13:10Z 68.4K followers, 44.3K engagements

"As Ive gone from working at firms to leading one Ive grown in my appreciation of colleagues who consistently do things that positively impact culture. They are the culture carriers and are so important. Whats something notable a colleague has done to enhance company culture"
X Link 2023-07-31T12:13Z 68.5K followers, 21.4K engagements

"The Valuation Cheat Sheet: With help from the Volition team I looked at all US publicly traded companies over [--] years and distilled the data into one page to help provide a historical basis on how companies have been valued. Heres the one page https://www.volitioncapital.com/news/valuation-cheat-sheet-2/ https://www.volitioncapital.com/news/valuation-cheat-sheet-2/"
X Link 2023-08-09T12:02Z 64.1K followers, 33K engagements

"In Feb [--] my family visited a rural village near San Luis Ro Colorado Mexico. Some women there make these nice bags and my daughter is now helping to sell them by building this Etsy store and selling at farmers markets. Please check them out"
X Link 2023-08-12T15:50Z 49.6K followers, 33.9K engagements

"Thank you for supporting everyone involved with The Besito Store Special thx to @JudgeGibson3 @DanielW40094974 @JamesDrgme @Eileen_927 @creampuffL2 for posting orders -Etsy: -TikTok/Insta: @thebesitostore -All proceeds to:"
X Link 2023-08-13T12:41Z 49.6K followers, 21.8K engagements

"We are entering a very intriguing period for many VC-backed companies that grew up in the era of freely flowing capital in the private markets. Many raised too much capital spent too much capital had capital-inflated revenues and then retrenched over the last year+ when capital became scarce. Included in that retrenchment for many included a material reduction in sales and marketing expense (S&M). They are now in a period of comping year-over-year revenue growth over periods where S&M expense was still high in an era of free money - so revenue is declining although often S&M expense is"
X Link 2023-08-14T12:24Z 49.6K followers, 32K engagements

"Im very excited to lead Volitions newest $10M investment in Grove Collaborative (NYSE: GROV) and am honored to join the Board. Grove is a leading sustainable brand in home essentials and were thrilled to partner with them. $GROV @grovecollab"
X Link 2023-08-14T20:10Z 49.6K followers, 16.5K engagements

"Fun time this morning with @YahooFinance discussing @volitioncapitals newest investment in Grove Collaborative $GROV. Make sure to check out the conversation below: Weve taken huge steps to listen to our customers and drive innovation that creates long-term value $GROV Collaborative co-Founder @Stu_Land says on Q2 earnings. Weve doubled down on our most loyal community. Full interview: https://t.co/z5S8hmpOuQ Weve taken huge steps to listen to our customers and drive innovation that creates long-term value $GROV Collaborative co-Founder @Stu_Land says on Q2 earnings. Weve doubled down on our"
X Link 2023-08-15T16:13Z 68.5K followers, 21.9K engagements

"Thinking more about competitive advantage: A common behavior when you dont have a competitive advantage is to complain about how competitive the market is because thats how it feels. Its almost a tell. It may be a conflation - the problem might not be the intensity of competition but a lack of a competitive advantage within the market. Its possible to work hard and be very busy doing tasks but to not build any competitive advantage in the process. Competitive advantage takes intentionality to build as it doesnt typically happen accidentally. Its a worthwhile question to ask - what competitive"
X Link 2023-08-17T12:24Z 48.9K followers, 30.2K engagements

"Im convinced that significant dollars spent by consumer companies on customer acquisition would have been better spent on fostering community. The most convincing expression of brand strength is community passion and engagement. Community is both differentiator and moat"
X Link 2023-08-17T21:00Z 48.6K followers, 30.7K engagements

"How hard do you work on Fridays compared to your normal work day the rest of the week On Fridays you work"
X Link 2023-08-18T13:54Z 49.6K followers, 16.3K engagements

"What do you do for work"
X Link 2023-08-19T11:42Z 49.6K followers, 51.5K engagements

"Its important to understand two things about any company organization club school church that youre engaged with: (1) What is the governance model (2) Who are the governors So much organizational good and bad can be tied to governance - its valuable to understand"
X Link 2023-08-28T02:50Z 49.6K followers, [----] engagements

"New Investment Alert: Im excited to welcome Aditude to the Volition family with our $15M Series A investment Aditude is a next-gen ad monetization solution for online publishers and Jim Ferry will be joining the board. @volitioncapital @JFerryInvestor"
X Link 2023-08-28T16:59Z 49.6K followers, [----] engagements

"During a weekend when Colorado Buffaloes football is back - Ive been thinking about my high school friend and teammate Rashaan Salaam. He was a truly remarkable player who went on to win the Heisman Trophy in [----] at Colorado after rushing for [----] yards. I remember a conversation with Rashaan after he had spent some time in the NFL with the Bears and he said he loved playing at Colorado more than the NFL because of the spirit of the school. So Im thrilled to see some of that spirit back this weekend. Ironically Rashaan and I were both big @DeionSanders fans in high school and beyond. I just"
X Link 2023-09-03T21:23Z 50.3K followers, 37.6K engagements

"After watching some friends kids riding the @Super73 K1D bike this weekend I wish we had built more for the holiday season. Feels teed up to be a hot gift - cant imagine them staying in stock. Its a kids electric balance bike with a throttle"
X Link 2023-09-04T17:00Z 49.6K followers, [----] engagements

"The advice I get now as more people I know retire is to not work too hard as you dont get the time back. However the prevailing advice I got early in my career was to work hard. Thinking more about when in ones career or life the work hard advice flips to dont work too hard"
X Link 2023-09-05T00:51Z 49.6K followers, 28.9K engagements

"From SVBs State of the Markets report (2H23): - $26.6B monthly burn across VC-backed tech cos - $13.1B in monthly capital invested in VC-backed tech cos Thats unsustainable and means more pain is coming. CEOs need to be decisive on capital efficiency or risk the business"
X Link 2023-09-05T18:52Z 49.6K followers, 13.2K engagements

"The data shows that steady capital deployment pace across market cycles outperforms capital deployment that shrinks when the market shrinks and expands when the market expands. By definition few do this which is why markets expand and contract. This is true for GPs and LPs"
X Link 2023-09-07T15:31Z 49.6K followers, 32.1K engagements

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