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@paulcerro
"Bumping $OWLT because it was one that didn't get love for a long time. Jumps XX% today on killer earnings and raise on guide. A microcap that's up XXX% in XX months Congrats to those who went for the ride"
X Link @paulcerro 2025-08-08T13:56Z 11.6K followers, 3208 engagements
"Arb deals/trades currently in the hopper after $GES Lands End $LE Canada Goose $GOOS Purple Innovation $PRPL LENSAR $LNSR Foot Locker $FL (completes 9.8)"
X Link @paulcerro 2025-09-02T16:44Z 11.6K followers, 6986 engagements
"Livewire Group $LVWR is definitely a short candidate but my god the borrow rate is wild"
X Link @paulcerro 2025-10-21T13:30Z 11.6K followers, 3641 engagements
"Seeing some recent movement on the $LNSR takeout trade. Paired back a bit when $ALC announced another acquisition but is since trending back up to $XX Don't forget the $XXXX CVR. While I would still love to just own $LNSR the "arb" still yields X% ROI XX% annualized"
X Link @paulcerro 2025-08-22T19:17Z 11.6K followers, 6128 engagements
"@buccocapital wrote about $REAL back in April when everyone was looping it in with luxury retailers even though it wasn't. One that the market really got wrong and is only now just waking up to it"
X Link @paulcerro 2025-10-19T20:01Z 11.6K followers, 8073 engagements
"@Raul_DSF what "hit pieces" are you referring to Also "gamifying" healthcare as you put it with $HOOD just promotes pill-popping culture. That doesn't help anyone but the guy selling the drugs"
X Link @paulcerro 2025-10-23T18:28Z 11.6K followers, XXX engagements
"Every chart guy acts like the 200DMA is some unbreakable technical until fundamentals come up and smack you in the face. See everyone in two weeks $HIMS"
X Link @paulcerro 2025-10-23T20:40Z 11.6K followers, 3804 engagements
"TOLD YOU $HIMS This breach of FDA regulation was most overt earlier this year when Hims & Hers ran a Super Bowl ad highlighting the benefits of glucagon-like peptide-1 drugs without any mention of side effects or disclaimers" - Marty Makary h/t @g0ingmad CC: @BaysideGrowth"
X Link @paulcerro 2025-09-12T20:23Z 11.6K followers, 11.5K engagements
"8 months late but thankfully @MartyMakary finally showing what we all knew $HIMS broke ad rules "This breach of F.D.A. regulation was most overt earlier this year when Hims & Hers ran a Super Bowl ad parading the benefits of GLP-1 drugs without any mention of side effects.""
X Link @paulcerro 2025-09-13T16:45Z 11.6K followers, 11K engagements
"Omg wtf is this This thing just won't die $RENT -X% AH Death by a thousand cuts just like Allbirds $BIRD"
X Link @paulcerro 2025-09-18T21:12Z 11.6K followers, 3879 engagements
"Has anyone seen the new fall/winter Ralph Lauren $RL stuff The collection is on fire. You want to walk into that store and buy everything. Something to potentially say for the stock"
X Link @paulcerro 2025-10-12T17:54Z 11.6K followers, 2216 engagements
"Alright. Create some watchlist ideas for the rest of fintwit. What's your best SHORT idea now and why Me (not saying right now is THE moment FYI) $CVNA: One can only ignore the underlying issues in the car market for so long. @UnicusResearch has done great work on this that shows how much turmoil is going on underneath the hood in the car market. ABS showing signs of stress. Repos are climbing higher and delinquencies at local highs"
X Link @paulcerro 2025-10-17T14:19Z 11.6K followers, 4854 engagements
"Nice of @WSJ to highlight that second hand luxury is being supported by strong natural tailwinds and dropping TheRealReal $REAL in their post We first wrote about them in April of this year saw a +40% gain only to be reversed a month later. Now the stock is up XXX% since"
X Link @paulcerro 2025-10-20T13:49Z 11.6K followers, 2741 engagements
"Bulls keep getting excited about this stuff as if it means much. Just like the COO with an Amazon background that left after X months LOL"
X Link @paulcerro 2025-10-24T15:35Z 11.6K followers, 6134 engagements