#  @TheLAPurchaser TheLAPurchaser TheLAPurchaser posts on X about $dhr, $tmo, $lly, $nvo the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1246931474936406016/interactions)  - [--] Week [---------] +573% - [--] Month [---------] +307% - [--] Months [---------] +1,245% - [--] Year [---------] +297% ### Mentions: [--] [#](/creator/twitter::1246931474936406016/posts_active)  - [--] Week [--] +1.20% - [--] Month [---] +43% - [--] Months [---] +271% - [--] Year [---] +48% ### Followers: [-----] [#](/creator/twitter::1246931474936406016/followers)  - [--] Week [-----] +1.70% - [--] Month [-----] +4.80% - [--] Months [-----] +37% - [--] Year [-----] +66% ### CreatorRank: [---------] [#](/creator/twitter::1246931474936406016/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [currencies](/list/currencies) [automotive brands](/list/automotive-brands) [social networks](/list/social-networks) [celebrities](/list/celebrities) [us election](/list/us-election) **Social topic influence** [$dhr](/topic/$dhr) #40, [$tmo](/topic/$tmo) #28, [$lly](/topic/$lly), [$nvo](/topic/$nvo) #328, [$amzn](/topic/$amzn) #974, [$bsx](/topic/$bsx) #23, [$hims](/topic/$hims) #151, [ai](/topic/ai), [stocks](/topic/stocks), [$isrg](/topic/$isrg) **Top accounts mentioned or mentioned by** [@pythiar](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@revcap](/creator/undefined) [@borlaug](/creator/undefined) [@petermantas](/creator/undefined) [@restructuring](/creator/undefined) [@masasoncap](/creator/undefined) [@callerycap](/creator/undefined) [@thecapitalgame](/creator/undefined) [@1springthunder](/creator/undefined) [@yipitdata](/creator/undefined) [@itsmarkmoran](/creator/undefined) [@shanumathew93](/creator/undefined) [@buccocapital](/creator/undefined) [@ccmbrett](/creator/undefined) [@jerrycap](/creator/undefined) [@pekwat](/creator/undefined) [@wallstreetoasis](/creator/undefined) [@danielsloeb1](/creator/undefined) [@gobirds555](/creator/undefined) **Top assets mentioned** [Danaher Corporation (DHR)](/topic/$dhr) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Eli Lilly and Company (LLY)](/topic/$lly) [Novo-Nordisk (NVO)](/topic/$nvo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Basilisk (BSX)](/topic/$bsx) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [DexCom, Inc. (DXCM)](/topic/$dxcm) [Repligen, Corp. (RGEN)](/topic/$rgen) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Arcblock (ABT)](/topic/$abt) [Charles River Laboratories Intl. Inc (CRL)](/topic/$crl) [Lennar Corporation (LEN)](/topic/$len) [UnitedHealth Group (UNH)](/topic/$unh) [Iqvia Holdings Inc (IQV)](/topic/$iqv) [Icon Plc (ICLR)](/topic/$iclr) [Measurable Data Token (MDT)](/topic/$mdt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Johnson & Johnson (JNJ)](/topic/$jnj) [Inspect (INSP)](/topic/$insp) [Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [D R Horton Inc (DHI)](/topic/$dhi) [T-Mobile (TMUS)](/topic/$tmus) [Salesforce Inc (CRM)](/topic/$crm) [Insulet, Corp. (PODD)](/topic/$podd) [Micron Technology, Inc. (MU)](/topic/$mu) [Netflix Inc (NFLX)](/topic/$nflx) [Microsoft Corp. (MSFT)](/topic/$msft) [Avantor, Inc. (AVTR)](/topic/$avtr) [Match Group Inc (MTCH)](/topic/$mtch) [Bumble Inc. (BMBL)](/topic/$bmbl) [General Electric Company (GE)](/topic/$ge) [Tempus AI, Inc. (TEM)](/topic/$tem) [Exact Sciences Corp (EXAS)](/topic/$exas) [Align Technology, Inc. (ALGN)](/topic/$algn) [GE Vernova Inc. (GEV)](/topic/$gev) [Sandisk Corporation (SNDK)](/topic/$sndk) [Lowes Companies Inc (LOW)](/topic/$low) [Home Depot, Inc. (HD)](/topic/$hd) [PulteGroup, Inc. (PHM)](/topic/$phm) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Edwards Lifesciences Corp (EW)](/topic/$ew) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Workday Inc (WDAY)](/topic/$wday) [Charter Communications Inc (CHTR)](/topic/$chtr) [Pfizer, Inc. (PFE)](/topic/$pfe) [Wat (WAT)](/topic/$wat) [GE HealthCare Technologies Inc. Common Stock (GEHC)](/topic/$gehc) [Intel Corporation (INTC)](/topic/$intc) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [DisChain (DIS)](/topic/$dis) [Davita Inc (DVA)](/topic/$dva) [AT&T Inc. (T)](/topic/$t) [Verizon Communications Inc. (VZ)](/topic/$vz) [Stryker Corporation (SYK)](/topic/$syk) [Comcast Corporation (CMCSA)](/topic/$cmcsa) ### Top Social Posts Top posts by engagements in the last [--] hours "@peter_mantas Not sure will LT matter if DSA comping HSD in [--] and margins compress. Point is think you can see a disgusting level on this asset. Hear you on the thesis. Were getting close. And Jims gonna sell this thing before he retires" [X Link](https://x.com/TheLAPurchaser/status/1719180289954418693) 2023-10-31T02:31Z [----] followers, [---] engagements "Bioprocessing just one step forward one step back. $SRT better $TMO no visibility $MRKga visibility in early '24 $DHR "bouncing at bottom" but no viz Now $RGEN better w/b2b 1.07" [X Link](https://x.com/TheLAPurchaser/status/1719343569771606255) 2023-10-31T13:20Z [----] followers, [----] engagements "bioprocess investors today $RGEN $DHR $SRT $TMO" [X Link](https://x.com/TheLAPurchaser/status/1719352669049934323) 2023-10-31T13:56Z [----] followers, [----] engagements "i tell you the story.you tell me mult you want to underwrite down HSD-DD comp Q3/Q4 down LSD in [----] slowing store openings negative FCF '23/'24/'25 $2-2.50 in [----] EPS $FND I continue to closely monitor $FND store opening cadence this year which is a bit disappointing As of today $FND appears to be at just +18 new stores YTD vs. [----] guidance for +32 new stores https://t.co/CUVlkEOT7e I continue to closely monitor $FND store opening cadence this year which is a bit disappointing As of today $FND appears to be at just +18 new stores YTD vs. [----] guidance for +32 new stores" [X Link](https://x.com/TheLAPurchaser/status/1719361503806062617) 2023-10-31T14:31Z [----] followers, [----] engagements "*SHORTS PLEASE TAKE NOTE* bioprocessing is market people are dying to own BPS aint like the rest of tools. It aint capex. It aint replacement cycle. Its consumable. Recurring revenue. High margin. W/lot of innovation. Once destocking is done. These stocks will ripperrooo" [X Link](https://x.com/TheLAPurchaser/status/1719363928638083561) 2023-10-31T14:41Z [---] followers, [---] engagements "@callerycap me likely long DHR; short TMO" [X Link](https://x.com/TheLAPurchaser/status/1719364129859752196) 2023-10-31T14:42Z [---] followers, [---] engagements "$DHR CEO Rainer checking $CTLT price action today" [X Link](https://x.com/TheLAPurchaser/status/1719369714470666712) 2023-10-31T15:04Z [----] followers, [---] engagements "$TMO investors really in for a treat over the next year as they try to figure out what biz they really own. a pharma services biz a psuedo-industrial with healthcare customers hard to know the path to HSD growth when mgmt does their best to obfuscate underlying components" [X Link](https://x.com/TheLAPurchaser/status/1719373744810909955) 2023-10-31T15:20Z [----] followers, [----] engagements "$MTCH another stellar print from a stellar asset. Tinder subs down 6% yy and guiding to worst net add quarter in company history (maybe [---] to [---] net losses) in Q4. But hey we'll probably return to sub growth in 2024" [X Link](https://x.com/TheLAPurchaser/status/1719458412797350063) 2023-10-31T20:56Z [---] followers, [----] engagements "Wouldn't be surprised to see Blackstone to puke another tranche of $BMBL as online dating continues to unravel with this $MTCH print. Whitney prob pukes some deadweight stock as well for "tax planning"" [X Link](https://x.com/TheLAPurchaser/status/1719472938615767113) 2023-10-31T21:54Z [---] followers, [---] engagements "@CCM_Brett They just guided to the worst net add (net loss) quarter in company history for tinder. Its an internet subscription biz. Where your top of the funnel is declining" [X Link](https://x.com/TheLAPurchaser/status/1719478443534934159) 2023-10-31T22:16Z [---] followers, [----] engagements "@StockMarketNerd @CCM_Brett They just guided to tinder net subs down 300-400k in Q4" [X Link](https://x.com/TheLAPurchaser/status/1719489838976499971) 2023-10-31T23:01Z [---] followers, [---] engagements "@StockMarketNerd @CCM_Brett Have fun in your value trap" [X Link](https://x.com/TheLAPurchaser/status/1719493875209781476) 2023-10-31T23:17Z [---] followers, [---] engagements "@FakeFedSpeaker @StockMarketNerd @CCM_Brett Any response to why @FakeFedSpeakers argument is flawed" [X Link](https://x.com/TheLAPurchaser/status/1719510345239109902) 2023-11-01T00:23Z [---] followers, [---] engagements "$MTCH so let me get this straight we rolled out weekly tier to drive monetization. Churn rips. But its all good in the good. Well jsut 1x it out until it normalizes. Huh" [X Link](https://x.com/TheLAPurchaser/status/1719528775778435320) 2023-11-01T01:36Z [---] followers, [----] engagements "@Goderguy @peter_mantas Done work on CITES I think Nov standing committee is a nothing burger. DOJ well see anything can happen but theyve de-risked a lot with global ftprint. Its just high beta in a v uncertain when spend is being cut" [X Link](https://x.com/TheLAPurchaser/status/1719549226470748525) 2023-11-01T02:57Z [---] followers, [---] engagements "$IQV just walking people off a cliff with TAS blow-up. Mgmt all year defending the TAS biz pointing to XYZ for why it should be ok.big sigh. Can't wait to see how they spin this. Struggling to get to $10 in EPS in '24. The long $ICLR; short $IQV pair continues to print $$$" [X Link](https://x.com/TheLAPurchaser/status/1719699488736936256) 2023-11-01T12:54Z [----] followers, [----] engagements "Ah the $BMBL PUKE on $MTCH blow-up" [X Link](https://x.com/TheLAPurchaser/status/1719709511512998358) 2023-11-01T13:34Z [---] followers, [---] engagements "IQV's hamartia is really this mgmt team just doesn't get it sometimes. Ari (CEO) - not a single one of your investors wants you to run your biz at 3.5x leverage in the current rate environment" [X Link](https://x.com/anyuser/status/1719717967888290195) 2023-11-01T14:08Z [--] followers, [---] engagements "$SMG Has to be one of the most reckless management teams on the Street. Another smid-cap family owned dumpster fire. Took a good lawn/garden asset and just destroyed the BS.best case will take til '26 to undo the damage. Mgmt is still living in la la land based on EPS today" [X Link](https://x.com/TheLAPurchaser/status/1719834649197715892) 2023-11-01T21:51Z [----] followers, [----] engagements "@michaelfrazis Its gonna take some time to change the narrative here. But CGM utility goes well beyond insulin. Cash pay / non-insulin product launch next year is going to go a long way to demonstrate that for the category" [X Link](https://x.com/TheLAPurchaser/status/1719880585932325193) 2023-11-02T00:54Z [----] followers, [---] engagements "$RACE just an incredible asset. ASPs +19% FXN. Backlogs at highs. GM a bit lighter than expected but no one cares. We're slowly working its way to a Hermes mult. The difference between real and faux luxury becoming very apparent in this market $RACE $RMS.FP vs. $KER.FP $EL $RH" [X Link](https://x.com/TheLAPurchaser/status/1720059295662793044) 2023-11-02T12:44Z [----] followers, [----] engagements "@Rebrand_As_Y I think both can be true.mkt got oversold. but shtcos leading the way tells u a lot about ppl's willingness to gross up. $PLTR +18% $AFRM +17% $CVNA +14% $LCID +11% $PARA $WBD $AMCX +9% there are sellers higher in quality" [X Link](https://x.com/TheLAPurchaser/status/1720119569266708579) 2023-11-02T16:43Z [---] followers, [---] engagements "@FundasyInvestor $FND looking forward to fireworks today. Comp will be bad - how bad we'll see. bigger focus imo - if they slow walk ppl to slower unit growth to preserve FCF" [X Link](https://x.com/TheLAPurchaser/status/1720128422028992533) 2023-11-02T17:19Z [----] followers, [---] engagements "@FundasyInvestor yea there are buyers lower for the asset but all of home improvement in a tough spot until EHS improves. $LOW $HD etc" [X Link](https://x.com/TheLAPurchaser/status/1720131482193199472) 2023-11-02T17:31Z [---] followers, [--] engagements "Son: Tell me a story Dad: I remember when $FND said there's no way they would comp down HSD-DD in [----]. Store maturation curves wouldn't allow that to happen. Narrator: Q3 down 9%; Q4 implied down 12-15% Audience:" [X Link](https://x.com/TheLAPurchaser/status/1720181353050722606) 2023-11-02T20:49Z [----] followers, 24.2K engagements "@MillLineCap $FND Pro likely negative in Q3 Q4 traffic -MSD/HSD (vs prior expects of flat) Q4 ticker -MSD (vs prior expects of -LSD) Watch out $LOW $HD" [X Link](https://x.com/TheLAPurchaser/status/1720195885739528501) 2023-11-02T21:47Z [----] followers, [---] engagements "Share shift from private to public builders should accelerate over NTM as financing/working cap constraints pressure smaller players" [X Link](https://x.com/TheLAPurchaser/status/1720470047682900110) 2023-11-03T15:56Z [----] followers, [---] engagements "Optioned lot mix (materially reducing impairment risk) is 70% for $LEN $DHI and $PHM 50%. Balance sheets are net cash or quickly trending here. Removing two key risk factors that have historically plagued the group" [X Link](https://x.com/TheLAPurchaser/status/1720470662970503455) 2023-11-03T15:59Z [----] followers, [---] engagements "Affordability is a concern. Sitting at multidecade lows. But builder incentives + shrinkflation i.e. smaller sq ft are offsets. Entry level homes ( $DHI $LEN) should be most durable" [X Link](https://x.com/TheLAPurchaser/status/1720472474448474323) 2023-11-03T16:06Z [----] followers, [---] engagements "@RichLightShed And the multiple has halved $NFLX $DIS" [X Link](https://x.com/TheLAPurchaser/status/1720483771760152917) 2023-11-03T16:51Z [---] followers, [---] engagements "$BILL if you liked it at $350 you'll love it at $60 right Still somehow negative ADJUSTED EBITDA (ex-float income). That's okay though. I'll just blindly slap at 40% terminal margin in DCF" [X Link](https://x.com/TheLAPurchaser/status/1720494015513035106) 2023-11-03T17:31Z [----] followers, [----] engagements "Whats a lie your PM tells you Ill go first We have duration" [X Link](https://x.com/TheLAPurchaser/status/1720510429758181739) 2023-11-03T18:37Z [---] followers, 28.7K engagements "We dont short high quality assets (in the same breathis $AAPL a short)" [X Link](https://x.com/TheLAPurchaser/status/1720521048783777953) 2023-11-03T19:19Z [----] followers, [----] engagements "@RagingVentures Whats the $BLDR short pitch Doesnt everyone love this thing" [X Link](https://x.com/TheLAPurchaser/status/1720531634821136772) 2023-11-03T20:01Z [----] followers, [---] engagements "Duration is a lie we often hide behind when we're wrong. Will you still want to own the asset in [--] [--] [--] mths when fundamentals continue to erode Great biz can be bad stocks for a long time.Ex: $PCOR $FND tee'd up for this. There's alpha in (i) conviction (ii) not overtrading and (iii) acute sell offs do create opportunities. But don't conflate duration with a story that's breaking. Few of us have forced duration (i.e. PE illiquidity). So it's worth considering the opportunity cost of what you are missing in the interim" [X Link](https://x.com/TheLAPurchaser/status/1720813086095904963) 2023-11-04T14:39Z [----] followers, 13.9K engagements "EHS frozen - top of funnel - traffic will undershoot. industry overearned on ticket - giving it back. Productivity and profitability ramp is overstated. ftprint growth slowing to preserve cash yet still high capital intensity. Burning FCF. Shareholder base largely in denial and just saying well look through to the other side what are you playing for here when things are bad and no vis to how much worse 1.50-2$ in eps next year. At best 40x. Wheres your upside" [X Link](https://x.com/TheLAPurchaser/status/1720834607304659373) 2023-11-04T16:05Z [---] followers, [----] engagements "@IDntMakeThRules @JerryCap Yea EHS = existing home sales. Not so much plummeting anymore. Hard to see them go much lower tbh. Even in GFC there was some level of baseline activity at 3.5-4mn. Nice segway to homebuilder pitch" [X Link](https://x.com/TheLAPurchaser/status/1720845965127569476) 2023-11-04T16:50Z [---] followers, [---] engagements "IS PAIN TRADE HIGHER FROM HERE Some musings below 1) I dont think the equity market has internalized the magnitude of the rate move that happened last week. The 10yr moved up [--] bps (4% to 5%) over the entire month in Sept. We moved [--] bps (5% to 4.5%) in [--] days last week. Its no surprise thats driving violent moves off the lows. Rate sensitive stories ( $DHI $TRU ) can continue to run here as frozen credit starts to modestly thaw" [X Link](https://x.com/TheLAPurchaser/status/1721185961571127519) 2023-11-05T15:21Z [----] followers, 28.2K engagements "2) Positioning is still offsides (GS est [---] on [---] to +10 scale). Everyone I know is broken after the move last week. No one wants to bid this rally. Theres broad fear and corresponding risk mgmt. But seems like few are willing to add length and accept theres follow through. And why should you When the micro has been incrementally weaker each month since July. Prints broadly have been a catastrophe. Pick your recent blow up (SW: $PAYC $CFLT. LST: $TMO. Consumer: insert any ticker here)" [X Link](https://x.com/TheLAPurchaser/status/1721186569984368838) 2023-11-05T15:23Z [----] followers, [----] engagements "3) If it feels impossible to own anything other than $AMZN $MSFT with any real duration youre in good company. I dont think were back to a goldilocks soft landing narrative. But I think the pain trade higher continues. Its not the craziest idea to add length to the book here. Rate sensitive stories. And if you have no regard for risk mgmt maybe sprinkle a constituent or two from the most shorted basket - on technicals if nothing else" [X Link](https://x.com/TheLAPurchaser/status/1721186825824330025) 2023-11-05T15:24Z [---] followers, [----] engagements "4) Remember In todays tape only two things are constant: i) Duration is measured in days. ii) Conviction is low. Narrative and sentiment is driven by trialing [--] day price action. So this view will almost certainly change by Wednesday. Be nimble. Goodluck" [X Link](https://x.com/TheLAPurchaser/status/1721187117978538419) 2023-11-05T15:26Z [---] followers, [----] engagements "@callerycap Whats best way to play MCO" [X Link](https://x.com/TheLAPurchaser/status/1721207729589538990) 2023-11-05T16:47Z [----] followers, [---] engagements "'Mgmt tone was good'" [X Link](https://x.com/TheLAPurchaser/status/1721313175163842887) 2023-11-05T23:46Z [----] followers, [----] engagements "@CaptialRubbish @capital_in_soup IRA and IIJA are definitely multiyear tailwinds but only a piece of the pie. ABI is rolling (lowest lvls since Dec '20). Private non-res is a mess driven by warehousing. Aggs players keep highlighting this $VMC $MLM" [X Link](https://x.com/TheLAPurchaser/status/1721316723725406374) 2023-11-06T00:01Z [----] followers, [---] engagements "earlier this year. i think the first timd we didnt hike 75bps i had a wtf moment. does he get it (as i got my face ripped off on short side). more recent mtgs i'm like ok.i think he does get it. macro rolling. slower than wouldve thought. but slowing and micro is so bad. feel like macro has to follow soon. i tend to agree w/the zervos view. prob not gonna just roll over for biden next year. gonna protect his legacy. doesnt want to be remembers as arthur burns 2.0" [X Link](https://x.com/TheLAPurchaser/status/1721329185057050931) 2023-11-06T00:50Z [---] followers, [---] engagements "@rev_cap magnitude of fiscal offset from biden admin continue to surprise. so insane the level of spend" [X Link](https://x.com/TheLAPurchaser/status/1721337418295525774) 2023-11-06T01:23Z [---] followers, [---] engagements "@bentan__ that wasn't dynamics calling it was general dynamics $GD" [X Link](https://x.com/TheLAPurchaser/status/1721347331931439387) 2023-11-06T02:02Z [----] followers, [---] engagements "*BUMBLE INC. CEO WHITNEY WOLFE HERD STEPS DOWN: WSJ Most bullish thing I've heard in online dating in [--] years. $BMBL $MTCH" [X Link](https://x.com/TheLAPurchaser/status/1721513624278118606) 2023-11-06T13:03Z [---] followers, [---] engagements "@MasaSonCap Remember when this was going to be the end of $TMUS" [X Link](https://x.com/TheLAPurchaser/status/1721569997334417598) 2023-11-06T16:47Z [----] followers, [---] engagements "'The guide isn't that bad'" [X Link](https://x.com/TheLAPurchaser/status/1721584687460557208) 2023-11-06T17:45Z [----] followers, [----] engagements "'They'll buyout my deferred'" [X Link](https://x.com/TheLAPurchaser/status/1721585142072848403) 2023-11-06T17:47Z [----] followers, [---] engagements "@FairWindsCap $HD $LOW $ORLY $AZO" [X Link](https://x.com/TheLAPurchaser/status/1721619739892429268) 2023-11-06T20:05Z [----] followers, [---] engagements "@Rebrand_As_Y So $BMBL fires CEO day before the print. and there's a 15x spread vs. the mkt leader who isn't growing. oh and $BX owns 30% of shares outs. seems like a favorable setup" [X Link](https://x.com/TheLAPurchaser/status/1721622798957683048) 2023-11-06T20:17Z [----] followers, [----] engagements "$CRM hires 15yr $VEEV head of Vault CRM to run budding life sciences franchise. Three questions: 1) Can someone remind me what the 'C' in CRM stands for 2) How many top [--] pharma accounts we think he's bringing over 3) Why $VEEV's shareholder base lives in la la land" [X Link](https://x.com/TheLAPurchaser/status/1721878621415964772) 2023-11-07T13:13Z [----] followers, 38.2K engagements "it's interesting a large # of mkt participants have already decided $VEEV will retain 100% share in 2025-2030 b/c of how hard a software transition and the regulatory framework in healthcare. Why would the 3rd largest software company in the world have any chance here Oh wait. $CRM is already the backend VEEV runs on hm. NO WAY $CRM can take 20% share" [X Link](https://x.com/TheLAPurchaser/status/1721891794471031001) 2023-11-07T14:06Z [----] followers, [---] engagements "$DHI -- Builders unique ability to tow the line on consumer affordability remains underappreciated. It's not just rate buydowns. It's "de-amenitizing"; It's shrinkflation" [X Link](https://x.com/TheLAPurchaser/status/1721908264361689576) 2023-11-07T15:11Z [----] followers, [----] engagements "$BMBL: Guides Q4/'24 below Street. Stock -6%. Whitney (CEO): I'm excited to transition to chair and show the new CEO my 'superpowers'. $BX (30% of shares out): mutters under breath* 'wait til they see my superpowers'. calls David Polk. 'How quickly can we file our secondary'" [X Link](https://x.com/TheLAPurchaser/status/1722017632524681472) 2023-11-07T22:26Z [----] followers, [----] engagements "My guess is that whenever $BX does selldown. $BMBL takes down a large chunk of it with their $280mn or so of buyback authorized" [X Link](https://x.com/TheLAPurchaser/status/1722020121697210610) 2023-11-07T22:36Z [----] followers, [----] engagements "Not quite sure how to thread this needle. There are idio pairs to be made for sure. But expressing a broader sector view is tough. On fundamentals: Bioprocess: Biased positive. Hard to argue it's one of the best end markets in healthcare. At some point channel is destocked Instruments/Tools: Not sure. [----] and probably [----] are going to be bad for anything replacement cycle. I'm not sure we've all come to terms with how long things can be bad here. But it's a generic statement for a broad group. Clinical CROs: Not sure. I struggle to come to terms with the why B2B are improving (i.e. $IQV at" [X Link](https://x.com/TheLAPurchaser/status/1722313146067493312) 2023-11-08T18:00Z [----] followers, [----] engagements "CONCLUSION --- There's a level for everything. But I have more questions than answers today. In this tape I'm okay being greedy until I see a path and can build conviction" [X Link](https://x.com/TheLAPurchaser/status/1722313259087212774) 2023-11-08T18:00Z [----] followers, [----] engagements "$MRK.GY bioprocessing 2nd derivative on order intake in Q3 improved. B2B 'improved slightly'. B2B remains 'slightly below one' cue liftoff $DHR $TMO $SRT.GR $AVTR $RGEN $AVTR *SHORTS PLEASE TAKE NOTE* bioprocessing is market people are dying to own BPS aint like the rest of tools. It aint capex. It aint replacement cycle. Its consumable. Recurring revenue. High margin. W/lot of innovation. Once destocking is done. These stocks will ripperrooo. *SHORTS PLEASE TAKE NOTE* bioprocessing is market people are dying to own BPS aint like the rest of tools. It aint capex. It aint replacement cycle." [X Link](https://x.com/TheLAPurchaser/status/1722588163854536892) 2023-11-09T12:13Z [----] followers, [----] engagements "After $IQV TAS cut $VEEV cutting Q4 guide isn't really shocking. Investors need to re-underwrite the defensiveness of this asset in the face weakening biopharma spend. And longer term scrutinize the compounding assumptions in the face of competitive incursion. LT compounding assumptions get scrutinized in the face of NT weakness. And the market is biased to being unkind during this period. $CRM hires 15yr $VEEV head of Vault CRM to run budding life sciences franchise. Three questions: 1) Can someone remind me what the 'C' in CRM stands for 2) How many top [--] pharma accounts we think he's" [X Link](https://x.com/TheLAPurchaser/status/1722602593220763929) 2023-11-09T13:10Z [----] followers, [----] engagements "Every life sciences player and every channel check for months has been been getting incrementally more negative on anything biopharma service related. with with an accelerating negative cadence from July - Sept. $IQV commentary. While we still have growth for the segment as a whole we experienced further declines in our Analytics and Consulting business somewhat slower-than-expected growth in the discretionary parts of our real-world business as well as some impact from the China situation. And so the consulting and analytics part of our business which as you know is a bad quarter of our" [X Link](https://x.com/TheLAPurchaser/status/1722644742352122290) 2023-11-09T15:58Z [----] followers, [--] engagements "@MillLineCap $CRM brought out $AZN (top [--] pharma) to announce their life sci platform. Who did $VEEV bring out for their customer example today Madrigal Pharma. I'm sorry who VEEV couldn't get one of their top [--] pharma out here The mkt they have dominant share in" [X Link](https://x.com/anyuser/status/1722676700788462000) 2023-11-09T18:05Z [--] followers, [---] engagements "Anyone cover $LMND Softbank filed to register it's entire stake (17% of company). 30% short interest (15mn shares v. 12mn softbank filed on. doesn't seem like its a real biz" [X Link](https://x.com/TheLAPurchaser/status/1722759809047359739) 2023-11-09T23:35Z [----] followers, [----] engagements "Yipit has been a building point of frustration for me over the past few years.But after the circle jerk we saw with $AMN and AWS accel/decel this past quarter. I'm now at peace. Why B/c I can't wait for these guys to come public. And watch as a company's entire customer base froths at the lips to pummel the stock down from whatever insane private mark up it's gotten on masquarding as the next big thing to come out in biz services to zero" [X Link](https://x.com/TheLAPurchaser/status/1722764827280457884) 2023-11-09T23:55Z [----] followers, [----] engagements "@callerycap Weve had [--] years in pulling cats out of hats" [X Link](https://x.com/TheLAPurchaser/status/1723175612355891380) 2023-11-11T03:07Z [----] followers, [---] engagements "$NOVO SELECT Trial at @American_Heart PRELIMINARY TAKEAWAYS --- Not stat-sig (p=0.07) on CV Death a welcome breath of fresh air for medtech. Takes a bear case outcome off the table. Positive for $ABT $BSX $MDT Curve separation at Year [--] presents some question around broader payer coverage and tougher to make a case for NT catalyst for CMS coverage" [X Link](https://x.com/TheLAPurchaser/status/1723375022528508397) 2023-11-11T16:19Z [----] followers, 43.4K engagements "What about diabetes SELECT data largely seems to reaffirm what we already knew: GLP1 impact top of funnel progression. 65% of sema arm improved to normoglycemia at 104wks from prediabetic baseline. Mean a1c improvement of [---]. Compared to STEP-1 where 85% of sema arm improved to normoglycemia and [---] improvement in a1c at 68wks. I imagine there will be a robust debate around incrementality of the data (larger trial v. known outcomes). A bit unclear to me at the moment if this (or how much worse this is) for $DXCM $PODD" [X Link](https://x.com/TheLAPurchaser/status/1723379273472389551) 2023-11-11T16:36Z [----] followers, [----] engagements "Buried on page [--] of the appendix.sneaky little stat sig increase in gallbladder related disorders in the sema arm. Is $ISRG now a GLP1 winner Lol" [X Link](https://x.com/TheLAPurchaser/status/1723379968879526082) 2023-11-11T16:39Z [----] followers, [----] engagements "A couple interesting points from @TCTMD NNT of [--] is good. it's actually pretty good but it aint knock your socks off. The point i've been trying to impart is we needed knock your socks off today. The magnitude of the absolute MACE reduction translates into a number needed to treat of [--] which is a pretty good number she said. On the flip side there are adverse eventsprimarily GI-relatedthat might be a deterrent for some patients taking GLP-1 receptor agonists and could affect adherence. Patients could lose the benefits if they cant tolerate this medication. Other issues to consider are cost" [X Link](https://x.com/TheLAPurchaser/status/1723441479962521797) 2023-11-11T20:44Z [----] followers, [----] engagements "Some positive follow-ups on $ISRG 1) Couple presenters brought up on bariatric in positive context on stage 2) Editorial commentary: Along the obesity treatment continuum intensive lifestyle interventions and bariatric surgery remain effective but underutilized option 3) gallbladder adverse event rate stat-sig in sema arm. mostly irrelevant but it's a talking pt" [X Link](https://x.com/TheLAPurchaser/status/1723442703130607738) 2023-11-11T20:48Z [----] followers, [----] engagements "SELECT Investigators throwing up a MS Consumer Survey. It's credibility damaging more than anything else (i.e. Fauci / InStyle cover). Stick to presenting YOUR data. That's what we're all here for.not the commercial corporate Wall St side of things. But also.lolz😂" [X Link](https://x.com/TheLAPurchaser/status/1723466869229625761) 2023-11-11T22:24Z [----] followers, [---] engagements "Followed by a barclays survey. I guess the investigators are long $UAL $LULU; short $MCD $CMG" [X Link](https://x.com/TheLAPurchaser/status/1723469194849567186) 2023-11-11T22:34Z [----] followers, [----] engagements "CV Death miss being blamed 1) COVID-19 2) trial powering" [X Link](https://x.com/TheLAPurchaser/status/1723480026073448811) 2023-11-11T23:17Z [----] followers, [---] engagements "10% weight reduction v. 15% in other semaglutide trials a function of (i) not pushing titration to max dose (ii) trial focus was not max weight loss. NOVO highlights trial results on weight loss prob more representative to real world" [X Link](https://x.com/TheLAPurchaser/status/1723481752277045733) 2023-11-11T23:24Z [----] followers, [---] engagements "Why no stat sig on N. America population b/c it's a sub-analysis. it was only 20% of patients. sir i find your answer wanting" [X Link](https://x.com/TheLAPurchaser/status/1723485136103104648) 2023-11-11T23:37Z [----] followers, [---] engagements "Can someone tell me if weight loss is or is not a driver of outcomes i've heard mgmt say both in responses to back to back questions" [X Link](https://x.com/TheLAPurchaser/status/1723485632931012870) 2023-11-11T23:39Z [----] followers, [---] engagements "Path to diabetes prevention claim FDA wants long period of follow-up off drug" [X Link](https://x.com/TheLAPurchaser/status/1723487211985764530) 2023-11-11T23:45Z [----] followers, [---] engagements "we see a renal specific benefit similar to what we see on CV benefit. Need to dig into this but seems tough. $OM $DVA $FRE $BAX" [X Link](https://x.com/TheLAPurchaser/status/1723488234179596617) 2023-11-11T23:49Z [----] followers, [----] engagements "The more $NOVO mgmt spoke during the analyst day the more frustrated I got. Didn't learn anything new in relation to the study / outcomes. Deflected any lack of signal in sub-group to 'powering' Talked out of both sides of mouth in weight driven causality. No docs present - not even trial investigators - to add perspective. I understand some limitations from data that hasn't been published yet butthere are real questions people need answers to before mkt open on Monday on BMI and N. America cohorts. Maybe i'm just a grumpy analyst at the end of a long Saturday. But broadly it was an" [X Link](https://x.com/TheLAPurchaser/status/1723491633415475465) 2023-11-12T00:03Z [---] followers, [----] engagements "#SELECT @American_Heart -- WEEKEND CONCLUSIONS (scroll to end for stocks) (1) Let's baselineWhat did we know coming into this weekend We knew the GLP1 datasets were VERY robust. SELECT's 20% MACE-3 reduction came in above a low teens bar in August. FLOW trial stopping early -- completely unexpected. SURPASS-6 showed a 20% reduction in insulin patients. STEP-1 showed a 85% reduction in progression to diabetes. This was our starting point coming into the weekend. (2-A) What did learn this weekend Well given the starting point.I'm gonna say not much. I mean this trial was incredibly robust. But" [X Link](https://x.com/TheLAPurchaser/status/1723828714310398326) 2023-11-12T22:22Z [----] followers, [----] engagements "Whats a lie mgmt tells you Ill go first Growth will accelerate in the backhalf" [X Link](https://x.com/TheLAPurchaser/status/1724204474791493776) 2023-11-13T23:15Z [----] followers, 87.8K engagements "@SouthernValue95 Accretive ex financing costs $TMO" [X Link](https://x.com/TheLAPurchaser/status/1724219486562074992) 2023-11-14T00:15Z [----] followers, [---] engagements "$HD Q3 comp comes in better than worst case. Q4 implied guide so wide.Guess we now wait for Q4TD to extrapolate the next 12mths. $HD $LOW" [X Link](https://x.com/TheLAPurchaser/status/1724399499311825293) 2023-11-14T12:10Z [----] followers, [----] engagements "$FND Never underestimate this shareholder base's ability to snatch victory from the jaws of defeat. THIS. STOCK. IS TEFLON" [X Link](https://x.com/TheLAPurchaser/status/1725226475199090799) 2023-11-16T18:56Z [----] followers, 11.1K engagements "What's a lie you tell mgmt I'll go first. 'Weve been long time supporters of your story' *has never owned the stock*" [X Link](https://x.com/TheLAPurchaser/status/1725267225433584013) 2023-11-16T21:38Z [----] followers, 30.4K engagements "We've been following the broader end market for a while now and are digging deeper on your story. *proceeds to ask questions exclusively about competitors*" [X Link](https://x.com/TheLAPurchaser/status/1725272586295116017) 2023-11-16T22:00Z [----] followers, [---] engagements "We dont get too caught up in ST relative performance *but we are about to grill you on why you lost 10bps of share based on comically inconsistent 3rd party data* p.s. yipit up to no good again on $AMZN AWS decel" [X Link](https://x.com/TheLAPurchaser/status/1725274653000704209) 2023-11-16T22:08Z [----] followers, [----] engagements "@Rebrand_As_Y $FND aint a clean or easy short. but what about unit growth stories where unit growth is slowing" [X Link](https://x.com/TheLAPurchaser/status/1725295331124867319) 2023-11-16T23:30Z [----] followers, [---] engagements "@DeviantPercept tell me what your 50% benchmark on revenue growth - mostly M&A driven does for me as a shareholder incinerate capital thats what i thought" [X Link](https://x.com/TheLAPurchaser/status/1725334508109430867) 2023-11-17T02:06Z [----] followers, [---] engagements "$DXCM back to day [--] trading level seen on $NOVO's SELECT PR in August. The round trip we're witnessing in diabetes stocks (to a lesser extent $PODD) has been one of the most chaotic roller coasters rides. Bulls/Bears both probably agree the terminal value debate isn't over here. But the extreme volatility in the price action has given both sides ample opportunity to capture value in [--] mths" [X Link](https://x.com/TheLAPurchaser/status/1728080380480160060) 2023-11-24T15:57Z [----] followers, [----] engagements "The long $DXCM / short $PODD. Mkt neutral pair has captured 20pts+ of spread over this time period" [X Link](https://x.com/TheLAPurchaser/status/1728081136243425517) 2023-11-24T16:00Z [----] followers, [---] engagements "Comes back to the target populations and the TAMs. PODD is a therapeutic tool only applicable in insulin using populations. and 1/3 of new pt growth coming from T2 insulin which now has a LT sizing ''. DXCM is a dx monitoring tool with potential utility across the diabetes spectrum -- expanding into prediabetics and general population. So [-----] foot view. (i) TAM - utility is much broader for CGM (ii) Asset quality - Pumping is a worse biz model v. CGM (more reliant on share shift between players higher competition lower terminal margin) (iii) Valuation - DXCM way cheaper given current" [X Link](https://x.com/TheLAPurchaser/status/1728083769498747263) 2023-11-24T16:10Z [----] followers, [---] engagements "I dont think the marker is underwriting much adoption beyond core insulin TAMs. But i do think there is utility for intermittent use in the 20mn+ non-insulin using diabetics which you can see a pretty clear. Youll start to see contribution here from the cash pay product launching mid [--] Adoption beyond that into prediabetics / broader population is a free call" [X Link](https://x.com/TheLAPurchaser/status/1728086243647381693) 2023-11-24T16:20Z [----] followers, [---] engagements "@WaterworldCapi1 if u strip everything else away.the lack of earnings support for $PODD is the biggest issue. Outside of the medtech specialist world nobody wants to value these assets on EV/Rev. When you're sitting on a EV/EBITDA multiple that's 70x (and can't put a P/E).it's a problem" [X Link](https://x.com/TheLAPurchaser/status/1728093505392644305) 2023-11-24T16:49Z [----] followers, [---] engagements "Me at Thanksgiving waiting to switch the convo to monetary policy and investors misplaced focus solely on interest rates when they need to view Fed tools more holistically - rates AND balance sheet" [X Link](https://x.com/TheLAPurchaser/status/1728178217566220736) 2023-11-24T22:26Z [----] followers, [----] engagements "Anyone close to cell/gene editing crispr how meaningful is the $VRTX NIH approval a couple approvals and we see a renewed interest in biotech innovation / funding https://www.wsj.com/tech/biotech/gene-editing-changing-medicine-9cc02c7est=nsttlf3dc3cid8w&reflink=article_imessage_share https://www.wsj.com/tech/biotech/gene-editing-changing-medicine-9cc02c7est=nsttlf3dc3cid8w&reflink=article_imessage_share" [X Link](https://x.com/TheLAPurchaser/status/1728455425262338164) 2023-11-25T16:47Z [----] followers, [---] engagements "Doing some holiday shopping.# of purchases through $AMZN this year materially higher vs. prior years. Feels like the differentiation v. peers has hit another inflection point. Biggest change this year seems to be the better deals/pricing and broader SKU assortment (on top of already best in class shipping time and seamless checkout). ex 1: $AAPL macbook -- $75 cheaper on AMZN vs direct on Apple ex 2: sunglasses -- cheaper and next day delivery on AMZN v. 12/5 delivery on Sunglass Hut ex 3: bowflex dumbbells -- $50 cheaper and 1wk+ earlier shipping on AMZN" [X Link](https://x.com/TheLAPurchaser/status/1728561871815320007) 2023-11-25T23:50Z [----] followers, [----] engagements "And Im getting this $AMZN stock for 20x FCF😮💨" [X Link](https://x.com/TheLAPurchaser/status/1728564180733808873) 2023-11-25T23:59Z [----] followers, [----] engagements "*CIGNA HUMANA IN TALKS TO COMBINE IN STOCK-AND-CASH DEAL: WSJ *CIGNA HUMANA DEAL COULD BE FINALIZED BY YEAR END: WSJ *LINE KHAN HAS ENTERED THE CHAT $HUM $CI" [X Link](https://x.com/TheLAPurchaser/status/1729918202665152843) 2023-11-29T17:40Z [----] followers, [---] engagements "*Netflix Inc.: Grand Theft Auto Coming to Netflix on Dec. [--] *Netflix Inc.: Grand Theft Auto Trilogy to be Offered as Mobile Game bearish bullish or whatever (i) Is my FCF getting wrecked as we move beyond streaming into gaming (ii) or am I opening up a licensing low cost engagement tool to drive users and accelerate growth (iii) they've said it just small mobile gaming. that's all its going to be. and really won't move the needle. $NFLX" [X Link](https://x.com/TheLAPurchaser/status/1729918255572066641) 2023-11-29T17:40Z [----] followers, [----] engagements "Powell: *FOMC MOVING CAREFULLY AS RISKS BECOMING MORE BALANCED *FED POLICY RATE IS 'WELL INTO RESTRICTIVE TERRITORY' Markets: *TAKE THESE BROKEN WINGS AND LEARN TO FLY AGAIN LEARN TO LIVE SO FREE" [X Link](https://x.com/TheLAPurchaser/status/1730664906964283708) 2023-12-01T19:07Z [----] followers, [----] engagements "The affordability of both goods/services as % of household income is problematic. This dynamic has been masked by consumer savings. There are two paths to steady state 1) wage inflation re-accelerating 2) goods/services deflation Imo fed will keep rates elevated until UE is comfortably moving higher. So wage inflation seems less likely to me. Leaving goods/services deflation as the most likely outcome until affordability normalizes" [X Link](https://x.com/TheLAPurchaser/status/1731126925513375744) 2023-12-03T01:43Z [----] followers, [----] engagements "Im not sure I agree. Powell is towing a line. I think its too early to make the the call that everything is going to reacclerate. 136mth core PCE metrics are objectively encouraging. Mult industries are seeing a material slowdown with higher rates and will continue to do so with positive real rates - even if we see rate cuts next year. If you do see reflation I think thatll be a very sobering period for risk assets as market reprices the curve and higher for longer expectations" [X Link](https://x.com/TheLAPurchaser/status/1731134781931360326) 2023-12-03T02:14Z [----] followers, [--] engagements "Its hard to really say hard v soft landing and where UE goes. Its still really early on to see the full effect from rate hikes and a lot of it has been subsidized by the size of the fed balance sheet. Continuing claims spiked last week. How high and how far it goes is tbd. All looks the same at the beginning" [X Link](https://x.com/TheLAPurchaser/status/1731136058505441756) 2023-12-03T02:19Z [----] followers, [--] engagements "@rev_cap The Mkts also so ficke4wks ago. 10yr was 5%. Everyone was max short. The world was ending Volatility is insane and that volatility in mkt value + illiquid real estate makes it hard to underwrite a point in time hh net worth as the right barometer for support affordability" [X Link](https://x.com/TheLAPurchaser/status/1731137246173012442) 2023-12-03T02:24Z [----] followers, [---] engagements "@MasaSonCap Remind the goons what $TMUS said today pls. What $T said today. What $VZ said yesterday" [X Link](https://x.com/TheLAPurchaser/status/1732109107266555969) 2023-12-05T18:46Z [---] followers, [---] engagements "How do homebuilders tackle affordability Shrinkflation. $DHI $LEN $NVR $PHM $TOL $DFH $BLDR $DHI -- Builders unique ability to tow the line on consumer affordability remains underappreciated. It's not just rate buydowns. It's "de-amenitizing"; It's shrinkflation. https://t.co/hR1MSBG9sP $DHI -- Builders unique ability to tow the line on consumer affordability remains underappreciated. It's not just rate buydowns. It's "de-amenitizing"; It's shrinkflation. https://t.co/hR1MSBG9sP" [X Link](https://x.com/TheLAPurchaser/status/1732783275809083585) 2023-12-07T15:25Z [----] followers, [----] engagements "$BTC okay whatever. $ETH okay whatever. But the recent resurgence in alt coins has me raising an eyebrow. Were waking up the animal spirits again. And that doesnt make me feel warm and fuzzy inside. If cadence is light payrolls tmwr followed by similar CPI trends and a dovish fed.risk assets will explode into YE" [X Link](https://x.com/TheLAPurchaser/status/1732952414724980817) 2023-12-08T02:37Z [----] followers, [----] engagements "Were analysts - were gonna say the PM didnt listen to our recs Were analysts - were gonna move to a seat that we havent due diligenced but flashes guarantees Were analysts - were gonna get 0d this year Were analysts - were basically idiots (Keep it going below)" [X Link](https://x.com/TheLAPurchaser/status/1732967037809410216) 2023-12-08T03:35Z [----] followers, 75.6K engagements "We're (first year medtech) analysts - we're going to pitch $MDT long on turn around" [X Link](https://x.com/TheLAPurchaser/status/1732970244061254054) 2023-12-08T03:47Z [----] followers, [----] engagements "We're analysts - of course we don't understand why the distant #2 player trades at a material discount to the mkt leader ( $LOW $ORLY )" [X Link](https://x.com/TheLAPurchaser/status/1732970626451681597) 2023-12-08T03:49Z [----] followers, [----] engagements "@PythiaR 🥰🥰🥰 ❤🤍💙" [X Link](https://x.com/TheLAPurchaser/status/1733244242275840366) 2023-12-08T21:56Z [----] followers, [---] engagements "Were PMs - Were going to ask if model is updated 5min after the print Were PMs - Were going to give you the conclusion we want before youve done any work on the name Were PMs - Just send us the R/R range Were PMs - Of course were going to overtrade😊 Keep it going" [X Link](https://x.com/TheLAPurchaser/status/1733474285690204435) 2023-12-09T13:10Z [----] followers, 69.6K engagements "Were PMs - Were never going give you any credit for pitching Mag7. But also chastise you for missing the $AMZN drawdown from $180 to $90 last year" [X Link](https://x.com/TheLAPurchaser/status/1733475373910835416) 2023-12-09T13:15Z [----] followers, [----] engagements "We're PMs: We're going to remind you.you were bullish $NVDA at $300. Bearish at $115. Bullish again at $300. All we've done is lose money trading this name and the stock is now at $500" [X Link](https://x.com/TheLAPurchaser/status/1733480213302878698) 2023-12-09T13:34Z [----] followers, [----] engagements "Were PMs - $AMZN is OUR COVERAGE. Youre just the junior analyst updating the model" [X Link](https://x.com/TheLAPurchaser/status/1733503978590093522) 2023-12-09T15:08Z [----] followers, [----] engagements "You remember when you were a bottom bucket banking analyst Now imagine getting 0d in [--] days You do not want to left holding the short end of the stick. Show your platform who is really the boss. Start the unionization process now" [X Link](https://x.com/TheLAPurchaser/status/1733667756061380615) 2023-12-10T01:59Z [----] followers, [----] engagements "You spend all year analyzing stocks. How about NPVing your cash flow How much more durable is your eps power post unionization How much lower is your discount rate Reminder: NY/CA are union friendly jurisdictions. This is low risk high return opp. Unionize now" [X Link](https://x.com/TheLAPurchaser/status/1733668889295270370) 2023-12-10T02:04Z [----] followers, [----] engagements "Fintwit gimme [--] stocks ahead of CPI 1) rate sensitive 2) momentum is working right now and will rip on light CPI 3) has a long tail fundamental thesis to the story You have 10min. Go" [X Link](https://x.com/TheLAPurchaser/status/1734564017404776700) 2023-12-12T13:21Z [----] followers, [----] engagements "$AFRM $COIN $PLTR lol lol jk" [X Link](https://x.com/TheLAPurchaser/status/1734564153501605993) 2023-12-12T13:21Z [----] followers, [---] engagements "Me a fairweather bull waking up refreshed after slightly hotter jobs and CPI still expecting a dovish JPowell to send the market into the stratosphere today" [X Link](https://x.com/TheLAPurchaser/status/1734923087735292099) 2023-12-13T13:07Z [----] followers, [----] engagements "Look i know there's a lot of pain and frustration out there right now. Yes there's limited visibility. Yes all hard landings look like soft landings at the beginning. But take a step back for a second.Inflation went from from 9% to core PCE trending 2% while UE is still 3.7%. Was that on your bingo card a year ago Real rates are still 2% after this move in bond market. Take a minute to internalize that. Breathe. Now tell me why shouldn't Powell sound dovish (which btw he has for 2/3 of his last appearances incl Nov mtg) You'll say reflation and labor is still strong etc etc. But how many" [X Link](https://x.com/TheLAPurchaser/status/1735147681947811970) 2023-12-14T04:00Z [----] followers, 12.5K engagements "@rev_cap Certain investing rules I live byI dont invest in China. In bear or bull Mkts buys Im always the dumbest guy in the room and theres [--] confidence in govt at any point around the corner" [X Link](https://x.com/TheLAPurchaser/status/1738182310481051763) 2023-12-22T12:58Z [----] followers, [---] engagements "@Okapi_Digital Whyd they kill mando" [X Link](https://x.com/TheLAPurchaser/status/1763197955748639159) 2024-02-29T13:42Z [----] followers, [--] engagements "$DXCM $ABT Street doesnt seem to appreciate how big Stelos (cash pay device) FDA approval today is.WITHOUT a prescription. This is the first CGM that can be acquired w/o a doctor visit or routine follow ups. Not only does this open up the 25mn Type [--] diabetes market. But it opens up pre-diabetes a 100mn patient market. As well as the broader general health & wellness population" [X Link](https://x.com/TheLAPurchaser/status/1765163821616738780) 2024-03-05T23:53Z [----] followers, 14.5K engagements "Is $DWAC a continued meme long or fade short on pending Trump #supertuesday sweep" [X Link](https://x.com/TheLAPurchaser/status/1765176982109553009) 2024-03-06T00:46Z [----] followers, [---] engagements "$DXCM Stelo 'CGM for all' (from Wolfe's Polark) $DXCM $ABT Street doesnt seem to appreciate how big Stelos (cash pay device) FDA approval today is.WITHOUT a prescription. This is the first CGM that can be acquired w/o a doctor visit or routine follow ups. Not only does this open up the 25mn Type [--] diabetes market. But $DXCM $ABT Street doesnt seem to appreciate how big Stelos (cash pay device) FDA approval today is.WITHOUT a prescription. This is the first CGM that can be acquired w/o a doctor visit or routine follow ups. Not only does this open up the 25mn Type [--] diabetes market. But" [X Link](https://x.com/TheLAPurchaser/status/1765337679976092157) 2024-03-06T11:24Z [----] followers, [----] engagements "Anyone check the $TMUS v. $CHTR spread anytime in the.idk say last 2-3 years UPDATE $CHTR CEO Chris Winfrey at the Morgan Stanley conference today: Were in a lull right now with broadband net adds UPDATE $CHTR CEO Chris Winfrey at the Morgan Stanley conference today: Were in a lull right now with broadband net adds" [X Link](https://x.com/TheLAPurchaser/status/1765436222774665424) 2024-03-06T17:56Z [----] followers, [----] engagements "If $WBD $PARA or $DIS launched a CSPAN-like competitor to broadcast all the gov't data fkery we've been exposed to over the past couple years. The ratings might be enough to save their imploding FCF. All of Wall St gonna be tuned in to this one. Join us for a webinar on Thursday March [--] [----] at noon ET. BLS will discuss the underlying methodology related to the January [----] Consumer Price Index (CPI) for rent and owners equivalent rent (OER). https://t.co/VL3EjhQPQR Join us for a webinar on Thursday March [--] [----] at noon ET. BLS will discuss the underlying methodology related to the January" [X Link](https://x.com/TheLAPurchaser/status/1765439675743805485) 2024-03-06T18:09Z [----] followers, [----] engagements "$NOVO.DC / $NVO hosting an [--] hour analyst day Stock up 8%. I guess 1pt for each hour of pres" [X Link](https://x.com/TheLAPurchaser/status/1765740226297622927) 2024-03-07T14:04Z [----] followers, [---] engagements "I will be discussing this with the mgmt teams of $NOVO and $LLY. The untapped market opportunity here. The thought that Biden likely has some [--] year advanced secret Illuminati deep state Adderall that we dont know about yet is going to keep us up at night. ITS NOT FAIR. The thought that Biden likely has some [--] year advanced secret Illuminati deep state Adderall that we dont know about yet is going to keep us up at night. ITS NOT FAIR" [X Link](https://x.com/TheLAPurchaser/status/1765955404259844159) 2024-03-08T04:19Z [----] followers, [----] engagements "Sitting in a waiting room. Retail guy next to me is talking about bidding $NVDA. If you buy it at $900 and it goes up $50 thats a pretty good 1-day return. You can make $100 a day doing this" [X Link](https://x.com/TheLAPurchaser/status/1766089096999366685) 2024-03-08T13:10Z [----] followers, [----] engagements "UPDATE: He is now discussing $NVDA market share with the office staff. He has done the analysis" [X Link](https://x.com/TheLAPurchaser/status/1766099719472726101) 2024-03-08T13:52Z [----] followers, [---] engagements "$CRL hearing rumblings that they would consider buybacks at some point. Maybe [----] First time I've heard that commentary" [X Link](https://x.com/TheLAPurchaser/status/1766107147677335572) 2024-03-08T14:22Z [----] followers, [----] engagements "Tony P at ( $GS ): wealth creation. I find this a bit incredible: since the local lows of October of [----] the total wealth creation from the rally in US equities is $10.3 tr. for context the base level of US GDP is $28.3 tr. How many times can I use this gif in one day" [X Link](https://x.com/TheLAPurchaser/status/1766108692175307042) 2024-03-08T14:28Z [----] followers, [---] engagements "GS new acronym for key healthcare compounders: LIMBERS $LLY $ISRG $MRK $BSX $EW $REGN $SYK What about $NOVO $DHR $TMO $IQV $DXCM" [X Link](https://x.com/TheLAPurchaser/status/1766116110376505535) 2024-03-08T14:57Z [----] followers, [----] engagements "@Njord_Capital i think its hard to make generalizations today but certainly feels like there can/will be specific verticals with poor setups" [X Link](https://x.com/TheLAPurchaser/status/1767937929454686312) 2024-03-13T15:37Z [----] followers, [---] engagements "@Njord_Capital yea when fiscal deficit 7% of GDP and incremental fiscal spending setting up to add [---] bps to GDP.its hard to fight" [X Link](https://x.com/TheLAPurchaser/status/1767940656410853691) 2024-03-13T15:47Z [----] followers, [--] engagements "$BA #retailmusings" [X Link](https://x.com/TheLAPurchaser/status/1767970690982981897) 2024-03-13T17:47Z [----] followers, [----] engagements "QT today so we can QE tmwr From Bill Dudley: Finally decisions on quantitative tightening have no bearing on the timing and magnitude of cuts to the Feds short-term interest-rate target. The central bank is shrinking its balance sheet not to tighten monetary policy but instead to rebuild its capacity for quantitative easing in the future. This will become relevant only if short-term interest rates again reach the zero lower bound or if there is acute Treasury market dysfunction" [X Link](https://x.com/TheLAPurchaser/status/1767978955687030835) 2024-03-13T18:20Z [----] followers, [---] engagements "$ISRG - DV5 Approval" [X Link](https://x.com/TheLAPurchaser/status/1768378851099349441) 2024-03-14T20:49Z [----] followers, [---] engagements "@rev_cap Why is vehicle insurance so high Home insurance driven by environmental hazard (extreme weather) or something else" [X Link](https://x.com/TheLAPurchaser/status/1769056196021846049) 2024-03-16T17:40Z [----] followers, [----] engagements "$ISRG - Stock is up 50% since Oct '23 but is there still room to run Backdrop: The sector leader in innovation - you know the guys who literally created the field of robotic surgery - are re-establishing their competitive moat in a field where they have a 20yr headstart. Da Vinci [--] is going to be one of the greatest product cycles you've seen in healthcare. Let's dig in" [X Link](https://x.com/TheLAPurchaser/status/1769737958859350277) 2024-03-18T14:49Z [----] followers, 13.4K engagements "$SMCI giving anyone $PARA [----] vibes" [X Link](https://x.com/TheLAPurchaser/status/1770120282432287070) 2024-03-19T16:08Z [----] followers, [----] engagements "@Okapi_Digital Elon Musks sale of X to NYT" [X Link](https://x.com/TheLAPurchaser/status/1770693329757376716) 2024-03-21T06:06Z [----] followers, [--] engagements "Fintwit about to have an aneurysm over this EHS number *US FEB. EXISTING HOME SALES RISE 9.5% TO [----] MILLION RATE $FND $RH $WSM squeezy squeeze" [X Link](https://x.com/TheLAPurchaser/status/1770817013415354456) 2024-03-21T14:17Z [----] followers, [----] engagements "After weak Jan/1H Feb weather driven weakness it still feels like consumer spending is weak notably at the low end. Few recent datapts/annecdotes (i) Low end consumer sentiment moving lower (see exhibit below) (ii) Gas prices up 15% (iii) $DRI Transactions from HH w/$150K income were higher y/y while transactions from HH w/$75K income were MUCH lower y/y & in every brand transactions for HH $50K fell (iv) $SIG calling out delay in engagements. If right now theyre worried about their jobs or theyre still paying a little bit more for rent or for gas then they might wait a few months for that" [X Link](https://x.com/TheLAPurchaser/status/1771515914145472612) 2024-03-23T12:34Z [----] followers, 15.7K engagements "$DXCM comes out more or less unscathed from ABT patent litigation trial. After getting past GLP1 Roche CGM and now patent litigation theres clear path from here to Street appreciating Stelo (cash pay OTC CGM) value. Will be the biggest product in CGM history imo. $DXCM $ABT Street doesnt seem to appreciate how big Stelos (cash pay device) FDA approval today is.WITHOUT a prescription. This is the first CGM that can be acquired w/o a doctor visit or routine follow ups. Not only does this open up the 25mn Type [--] diabetes market. But $DXCM $ABT Street doesnt seem to appreciate how big Stelos" [X Link](https://x.com/TheLAPurchaser/status/1772257687809716537) 2024-03-25T13:42Z [----] followers, [---] engagements "So the $SOLV healthcare spin out of $MMM End markets grow 4-6% (which seems aggressive as a starting point) and they're pointing to [---] to 0% Lol. [--] year story. Back half weighted. This should be fun" [X Link](https://x.com/TheLAPurchaser/status/1773065963425955967) 2024-03-27T19:14Z [----] followers, [----] engagements "At least investors can sit back knowing the business is in a tenured medtech CEO's trusted hands right I mean we just need to look at all the value Bryan Hansen created at $ZBH. A stellar -1.7% total return over [--] years as CEO" [X Link](https://x.com/TheLAPurchaser/status/1773067452953379172) 2024-03-27T19:19Z [----] followers, [---] engagements "$WDAY index inclusion still has to be one of the more interesting trades in software Lot of analysts I speak to dont have a favorite Long idea right now due to myriad factors namely valuation / guidance concerns. Curious what Twitter thinks (4 polls below): SW large cap with the most upside through YE24 Lot of analysts I speak to dont have a favorite Long idea right now due to myriad factors namely valuation / guidance concerns. Curious what Twitter thinks (4 polls below): SW large cap with the most upside through YE24" [X Link](https://x.com/TheLAPurchaser/status/1773662703921303967) 2024-03-29T10:45Z [----] followers, [----] engagements "It's clear there's increasing interest in home builders i.e. $LEN shaking off a GM miss on eps and breaking out to new ATH. The longer rates remain prohibitive to EHS moving 5mn -- NHS remain the only place to get a home -- more opportunity for the group's multiple to re-rate Bottom right. HFs finally may be finally buying builders Group is still like 10x P/E on numbers that are too low But I guess now less on an island in liking the group Bottom right. HFs finally may be finally buying builders Group is still like 10x P/E on numbers that are too low But I guess now less on an island in" [X Link](https://x.com/TheLAPurchaser/status/1773757410538147943) 2024-03-29T17:01Z [----] followers, [----] engagements "Anyone have a good list/thread of finance books @FundamentEdge @PythiaR" [X Link](https://x.com/TheLAPurchaser/status/1773836216414212201) 2024-03-29T22:14Z [----] followers, [----] engagements "@JerryCap @borrowed_ideas ANNECDOTE ALERT: I walked into $TGT for the first time in a while. Never bought clothes from there before. The athleisure there was surprisingly solid quality. $18 tshirt basically same as $70 from $LULU. I'll be back to buy some cheap shirts there" [X Link](https://x.com/TheLAPurchaser/status/1775315283084706156) 2024-04-03T00:12Z [----] followers, [---] engagements "@willis_cap Ppl still own $CHTR @MasaSonCap" [X Link](https://x.com/TheLAPurchaser/status/1782138698223759833) 2024-04-21T20:05Z [----] followers, [---] engagements "BLUE CHIP STOCKS BLUE BALLED PODS BLUE FACE BABY $V $DHR $SPOT $GE $TXN" [X Link](https://x.com/TheLAPurchaser/status/1782867152694919608) 2024-04-23T20:20Z [----] followers, [----] engagements "Did @yipitdata walk everyone off a cliff in medtech in its inaugural $BSX data reads Great work guys. Also 16% $BSX cardiology growth. Fk you #. Never seen numbers like this in large cap medtech. GM to the all the farapulse and Mahoney haters" [X Link](https://x.com/TheLAPurchaser/status/1783089943356526992) 2024-04-24T11:05Z [----] followers, [----] engagements "$TMO looks solid this AM after $DHR positively rocked the group yday. Good margin/EPS beat + raising low end of rev guide seems good enough. Fundamentals improving in LS/Tools. Interesting that $TMO LSS was -7% q/q better than $DHR Biotech -13% q/q" [X Link](https://x.com/TheLAPurchaser/status/1783093101155803270) 2024-04-24T11:18Z [----] followers, [----] engagements "A shocker. FWA set to remain robust across $T $VZ $TMUS. Another quarter showing that the ROIC bros need to re-evaluate their telco v. cable frameworks. Remind me why the valuation spread exists again.seems more like an adage of ole. Telco growing subs revs ebitda FCF. What is cable ( $CHTR $CMCSA $ATUS ) doing Remember when cable bulls misunderstood $T FWA quotes and used that for their bull case AT&T added 110k Internet Air subs this quarter (launched in 2Q23) which helped their Consumer Wireline segment grow EBITDA by 15% YoY What's cable growing EBITDA at these days Anyone" [X Link](https://x.com/TheLAPurchaser/status/1783107570468573527) 2024-04-24T12:15Z [----] followers, [----] engagements "@PythiaR Moberg sizing is lolz - god speed. i rooting u on. this $DHR to $MXCT sizing is interesting. what's mxct angle rn" [X Link](https://x.com/TheLAPurchaser/status/1783203021846917397) 2024-04-24T18:35Z [----] followers, [---] engagements "$META entering an AI CAPEX cycle in 2024+.where were the signs" [X Link](https://x.com/TheLAPurchaser/status/1783267443726549206) 2024-04-24T22:51Z [----] followers, [----] engagements "Does anyone know what gods Sundar and Satya worship Im sitting here fully grossed. With incredible length. Knowing Im going to get bent over tomorrow. But am willing to make substantial promissory offerings to whatever Hindu Buddhist etc God I need to. $MSFT $GOOGL" [X Link](https://x.com/TheLAPurchaser/status/1783293310863307155) 2024-04-25T00:33Z [----] followers, [----] engagements "Another [--] day period passes. Another uninspiring $POOL print. Another over-earning cyclical compounder of yesteryear at an extended multiple or am I missing something" [X Link](https://x.com/TheLAPurchaser/status/1783460066051449331) 2024-04-25T11:36Z [----] followers, 39.8K engagements "I understood why it traded 25x pre-covid. There was a lot of industry to roll up. But M&A contribution is much smaller now so it's really SSS comp or expansion outside into adjacent categories. But you overearned materially during covid replacement cycle. Inflation comp'ing headwinds - esp in trichlor. And HELOC funding of new pool construction is dead w/rates and will be indefinitely w/H4L. So what are you playing for" [X Link](https://x.com/TheLAPurchaser/status/1783461213910814831) 2024-04-25T11:41Z [----] followers, [---] engagements "After 2yrs of underperf is the sun shining relatively brighter for healthcare growth vs non-hc growth In an uncertain macro whats more interesting to own than idio product cycle non-cyclical growth Wonder if we get a bigger rotation into quality GARP/Growth HC from here" [X Link](https://x.com/TheLAPurchaser/status/1783465746250576046) 2024-04-25T11:59Z [----] followers, [---] engagements "Medtech fndmetals been solid for multiple qtrs now + some once in decade product cycles. LS/Tools peeking its head up after 2yr wines. Managed care gets more interesting post election. GLP1 will be a multi-yr tailwind. Biosecures a driver for R&D onshoring. Theres a lot to like" [X Link](https://x.com/TheLAPurchaser/status/1783466723137486925) 2024-04-25T12:02Z [----] followers, [---] engagements "Not to mention a ton of dry powder for M&A activity + building IPO pipeline on the come" [X Link](https://x.com/TheLAPurchaser/status/1783466938527519093) 2024-04-25T12:03Z [----] followers, [---] engagements "$DHR $TMO $AVTR $UNH $DXCM $ISRG $BSX $SYK $WST $STVN $NOVO $LLY $GSK $MCK $MTD $CLR $IQV $ICLR to name a few" [X Link](https://x.com/TheLAPurchaser/status/1783467802814287990) 2024-04-25T12:07Z [----] followers, [----] engagements "@PythiaR Sorry left foot fungus off my list😂" [X Link](https://x.com/TheLAPurchaser/status/1783471939433951678) 2024-04-25T12:23Z [----] followers, [---] engagements "I am going to ask you once againwhere do you think cable ROICs are going and why are you still extrapolating the historical 10yr average You are at risk of violating your fiduciary duty with the well capital intensity is coming down kind of mental gymnastics. $CMCSA reported 65k 1Q24 broadband losses today But dont worry Chris Winfrey - conveniently before a massive Rutledge $CHTR sale - told us CHTR will be back to 300k adds/Q in no time Liar or dumb pick one $CMCSA reported 65k 1Q24 broadband losses today But dont worry Chris Winfrey - conveniently before a massive Rutledge $CHTR sale -" [X Link](https://x.com/TheLAPurchaser/status/1783475852866474002) 2024-04-25T12:39Z [----] followers, [----] engagements "Not that anything matters today other than STAGFLATION b/c we're all so dead. But can someone answer (i) how PCE Deflation is so high after Jan/Feb were ok (ii) how'd GDP just die" [X Link](https://x.com/TheLAPurchaser/status/1783496416721035603) 2024-04-25T14:00Z [----] followers, [---] engagements "@Lennart54613183 @pekwat 18x" [X Link](https://x.com/TheLAPurchaser/status/1783504539972243553) 2024-04-25T14:33Z [----] followers, [---] engagements "@Borlaug_ what prison homeboy from cambodia is free at last" [X Link](https://x.com/TheLAPurchaser/status/1783573883531997324) 2024-04-25T19:08Z [----] followers, [---] engagements "@BiasedRational @Borlaug_ But yes it tells you that CRL is in a completely separate bucket of quality. CROs are not bioprocessing. And for certain stocks investors like to see the whites of the eyes first" [X Link](https://x.com/TheLAPurchaser/status/1783578872241365203) 2024-04-25T19:28Z [----] followers, [---] engagements "Before $DXCM prints.My quick thoughts/assumptions on Stelo Stelo launch by ADA: It's the greatest free marketing opportunity. Imagine every attendee walking around the conf with a patch on their shoulders. Literally thousands of industry participants wearing your device and testing it real time. DTC: I can't think of any real DTC consumer product in medtech. it's hard for analysts to appreciate the adoption curves b/c well there's no precedent to model to.Just wait til you get these first couple sellside surveys on consumer / physician interest. Analysts going to need to be slapped across the" [X Link](https://x.com/TheLAPurchaser/status/1783585661280285168) 2024-04-25T19:55Z [----] followers, [----] engagements "$LLY when you miss and it just doesnt matter. Because take your head out of your ass. And ask yourself if Fidelity is changing its [----] based PT on any given quater" [X Link](https://x.com/TheLAPurchaser/status/1785282208519070179) 2024-04-30T12:17Z [----] followers, [----] engagements "Another quarter another underwhelming $FND print. It really isnt more complicated than rates need to go down EHS to turn. Until then comps just bleedWhen will we stop valuing this on [----] EPS SSS: Jan -14.7% Feb -10.7% Mar -10% Apr -9.3% On 2yr stack: Jan -14.8% Feb -14.0% Mar -14.7% Apr QTD -15.3%" [X Link](https://x.com/TheLAPurchaser/status/1786162794292994427) 2024-05-02T22:36Z [----] followers, [----] engagements "Why hasnt this tragic death gotten airtime anywhere The circumstances A statement from baml MSM not picking up coverage @nypost Saw this on @WallStreetOasis - seems like Patrick will try to censor it soon about BAML IBD analysts walking out tomorrow Not really in the loop but let me know what to retweet / share thats helpful https://t.co/W3yrGYhRlj Saw this on @WallStreetOasis - seems like Patrick will try to censor it soon about BAML IBD analysts walking out tomorrow Not really in the loop but let me know what to retweet / share thats helpful https://t.co/W3yrGYhRlj" [X Link](https://x.com/TheLAPurchaser/status/1787287591324418081) 2024-05-06T01:05Z [----] followers, [----] engagements "@Restructuring__ Was there any follow up on this Why hasnt any MSM outlet reported on the death at least" [X Link](https://x.com/TheLAPurchaser/status/1787290076684362185) 2024-05-06T01:15Z [----] followers, 21.4K engagements "@Stock_Based @Restructuring__ But they took it down effectively" [X Link](https://x.com/TheLAPurchaser/status/1787304106182451571) 2024-05-06T02:11Z [----] followers, [---] engagements "@Joe20885855 @Restructuring__ Any idea why it hasnt been confirmed anywhere No reports Nothing from family" [X Link](https://x.com/TheLAPurchaser/status/1787304482289893685) 2024-05-06T02:12Z [----] followers, [--] engagements "@Stock_Based @Restructuring__ Can you link to it" [X Link](https://x.com/TheLAPurchaser/status/1787306051911692312) 2024-05-06T02:19Z [----] followers, [---] engagements "@itsmarkmoran @WallStreetOasis If this death happened Wed of last week. Its insane this hasnt been reported anywhere. And the one source of info is down With the utmost respect for the family and their loss. This issue is about an entire cohort of young professionals. Who deserve to have transparency here" [X Link](https://x.com/TheLAPurchaser/status/1787311542788407675) 2024-05-06T02:40Z [----] followers, [----] engagements "@WSJ @CNN @FoxBusiness @FinancialTimes @CGasparino Anyone want to shed some more light on this Cc @itsmarkmoran @Restructuring__" [X Link](https://x.com/TheLAPurchaser/status/1787329018309812514) 2024-05-06T03:50Z [----] followers, [---] engagements "@agnostoxxx Still alarming no MSM outlet has reported on this" [X Link](https://x.com/TheLAPurchaser/status/1787412808541618425) 2024-05-06T09:23Z [----] followers, 11.1K engagements "Any update on this BofA situation Or is another day going to go by and we're just going to act like a man didn't die in indentured servitude b/c of gross negligence by mgmt Any media outlet want to wake up and report on this @itsmarkmoran @WallStreetOasis @Restructuring__ @itsmarkmoran @WallStreetOasis Why hasnt this gotten more airtime anywhere The death The circumstance A statement from baml MSM not picking up coverage @nypost @itsmarkmoran @WallStreetOasis Why hasnt this gotten more airtime anywhere The death The circumstance A statement from baml MSM not picking up coverage @nypost" [X Link](https://x.com/TheLAPurchaser/status/1787491264944107930) 2024-05-06T14:35Z [----] followers, 10.1K engagements "@itsmarkmoran @WallStreetOasis @Restructuring__ @nypost @CNN @FoxBusiness @CGasparino @WSJ @FT" [X Link](https://x.com/TheLAPurchaser/status/1787491762547929159) 2024-05-06T14:37Z [----] followers, [---] engagements "One of the most fascinating threads on why AI will enable a new frontier of healthcare R&D in the not so far future. Today AlphaFold [--] came to life. A monumental leap toward the world of biomolecules. Predicting structures across proteins nucleic acids and small molecules. The world just changed - let me try to break it down the best I can. 🧵OPEN THE THREAD🧵 https://t.co/TtkW95hk3L Today AlphaFold [--] came to life. A monumental leap toward the world of biomolecules. Predicting structures across proteins nucleic acids and small molecules. The world just changed - let me try to break it down" [X Link](https://x.com/TheLAPurchaser/status/1788460452214866305) 2024-05-09T06:46Z [----] followers, [----] engagements "If you continue to pitch $CPNG $MTCH $SHOP long please call [---] and check yourself into the closest mental health facility. Edit: Ill be taking no further questions at this time. ☺" [X Link](https://x.com/TheLAPurchaser/status/1788728035182866602) 2024-05-10T00:29Z [----] followers, [----] engagements "@LeveragedBunny @Goderguy Different ways to play it based on your risk profile and investing framework. Were closer to the end than the beginning. So its a matter of time. You can wait another [--] maybe 6mth period and find a level 5% or so lower At risk of missing out on a 20% move to the upside" [X Link](https://x.com/TheLAPurchaser/status/1788731773708558397) 2024-05-10T00:44Z [----] followers, [---] engagements "Whats your biggest professional mistake Ill go first Taking the job at the private approach to public markets investing fund" [X Link](https://x.com/TheLAPurchaser/status/1788886864054935807) 2024-05-10T11:00Z [----] followers, 91.3K engagements "Believing your fund is a meritocracy" [X Link](https://x.com/TheLAPurchaser/status/1788887212534431942) 2024-05-10T11:02Z [----] followers, [----] engagements "Studying finance over comp sci" [X Link](https://x.com/TheLAPurchaser/status/1788887380281442670) 2024-05-10T11:02Z [----] followers, [----] engagements "@econvibes Public Mkts tough SS mental health suicide" [X Link](https://x.com/TheLAPurchaser/status/1788902171314135303) 2024-05-10T12:01Z [----] followers, [----] engagements "@stonkoperator $CHTR because good ROIC @MasaSonCap" [X Link](https://x.com/TheLAPurchaser/status/1788905615269748878) 2024-05-10T12:15Z [----] followers, [----] engagements "Investing in cable b/c good ROIC" [X Link](https://x.com/TheLAPurchaser/status/1788906152971194739) 2024-05-10T12:17Z [----] followers, [----] engagements "Missing $PTON and $UPST shorts" [X Link](https://x.com/TheLAPurchaser/status/1788906486934196439) 2024-05-10T12:18Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@TheLAPurchaser TheLAPurchaser
TheLAPurchaser posts on X about $dhr, $tmo, $lly, $nvo the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [---------] +573%
- [--] Month [---------] +307%
- [--] Months [---------] +1,245%
- [--] Year [---------] +297%
Mentions: [--] #
- [--] Week [--] +1.20%
- [--] Month [---] +43%
- [--] Months [---] +271%
- [--] Year [---] +48%
Followers: [-----] #
- [--] Week [-----] +1.70%
- [--] Month [-----] +4.80%
- [--] Months [-----] +37%
- [--] Year [-----] +66%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance technology brands cryptocurrencies countries currencies automotive brands social networks celebrities us election
Social topic influence $dhr #40, $tmo #28, $lly, $nvo #328, $amzn #974, $bsx #23, $hims #151, ai, stocks, $isrg
Top accounts mentioned or mentioned by @pythiar @waterworldcapi1 @revcap @borlaug @petermantas @restructuring @masasoncap @callerycap @thecapitalgame @1springthunder @yipitdata @itsmarkmoran @shanumathew93 @buccocapital @ccmbrett @jerrycap @pekwat @wallstreetoasis @danielsloeb1 @gobirds555
Top assets mentioned Danaher Corporation (DHR) Thermo Fisher Scientific Inc. (TMO) Eli Lilly and Company (LLY) Novo-Nordisk (NVO) Amazon.com, Inc. (AMZN) Basilisk (BSX) Hims & Hers Health, Inc. (HIMS) Intuitive Surgical, Inc. (ISRG) DexCom, Inc. (DXCM) Repligen, Corp. (RGEN) NVIDIA Corp. (NVDA) Arcblock (ABT) Charles River Laboratories Intl. Inc (CRL) Lennar Corporation (LEN) UnitedHealth Group (UNH) Iqvia Holdings Inc (IQV) Icon Plc (ICLR) Measurable Data Token (MDT) Alphabet Inc Class A (GOOGL) Johnson & Johnson (JNJ) Inspect (INSP) Floor & Decor Holdings, Inc. (FND) Warner Bros Discovery, Inc. (WBD) D R Horton Inc (DHI) T-Mobile (TMUS) Salesforce Inc (CRM) Insulet, Corp. (PODD) Micron Technology, Inc. (MU) Netflix Inc (NFLX) Microsoft Corp. (MSFT) Avantor, Inc. (AVTR) Match Group Inc (MTCH) Bumble Inc. (BMBL) General Electric Company (GE) Tempus AI, Inc. (TEM) Exact Sciences Corp (EXAS) Align Technology, Inc. (ALGN) GE Vernova Inc. (GEV) Sandisk Corporation (SNDK) Lowes Companies Inc (LOW) Home Depot, Inc. (HD) PulteGroup, Inc. (PHM) Veeva Systems, Inc. (VEEV) Edwards Lifesciences Corp (EW) Super Micro Computer, Inc. Common Stock (SMCI) Workday Inc (WDAY) Charter Communications Inc (CHTR) Pfizer, Inc. (PFE) Wat (WAT) GE HealthCare Technologies Inc. Common Stock (GEHC) Intel Corporation (INTC) Palantir Technologies Inc. (PLTR) DisChain (DIS) Davita Inc (DVA) AT&T Inc. (T) Verizon Communications Inc. (VZ) Stryker Corporation (SYK) Comcast Corporation (CMCSA)
Top Social Posts
Top posts by engagements in the last [--] hours
"@peter_mantas Not sure will LT matter if DSA comping HSD in [--] and margins compress. Point is think you can see a disgusting level on this asset. Hear you on the thesis. Were getting close. And Jims gonna sell this thing before he retires"
X Link 2023-10-31T02:31Z [----] followers, [---] engagements
"Bioprocessing just one step forward one step back. $SRT better $TMO no visibility $MRKga visibility in early '24 $DHR "bouncing at bottom" but no viz Now $RGEN better w/b2b 1.07"
X Link 2023-10-31T13:20Z [----] followers, [----] engagements
"bioprocess investors today $RGEN $DHR $SRT $TMO"
X Link 2023-10-31T13:56Z [----] followers, [----] engagements
"i tell you the story.you tell me mult you want to underwrite down HSD-DD comp Q3/Q4 down LSD in [----] slowing store openings negative FCF '23/'24/'25 $2-2.50 in [----] EPS $FND I continue to closely monitor $FND store opening cadence this year which is a bit disappointing As of today $FND appears to be at just +18 new stores YTD vs. [----] guidance for +32 new stores https://t.co/CUVlkEOT7e I continue to closely monitor $FND store opening cadence this year which is a bit disappointing As of today $FND appears to be at just +18 new stores YTD vs. [----] guidance for +32 new stores"
X Link 2023-10-31T14:31Z [----] followers, [----] engagements
"SHORTS PLEASE TAKE NOTE bioprocessing is market people are dying to own BPS aint like the rest of tools. It aint capex. It aint replacement cycle. Its consumable. Recurring revenue. High margin. W/lot of innovation. Once destocking is done. These stocks will ripperrooo"
X Link 2023-10-31T14:41Z [---] followers, [---] engagements
"@callerycap me likely long DHR; short TMO"
X Link 2023-10-31T14:42Z [---] followers, [---] engagements
"$DHR CEO Rainer checking $CTLT price action today"
X Link 2023-10-31T15:04Z [----] followers, [---] engagements
"$TMO investors really in for a treat over the next year as they try to figure out what biz they really own. a pharma services biz a psuedo-industrial with healthcare customers hard to know the path to HSD growth when mgmt does their best to obfuscate underlying components"
X Link 2023-10-31T15:20Z [----] followers, [----] engagements
"$MTCH another stellar print from a stellar asset. Tinder subs down 6% yy and guiding to worst net add quarter in company history (maybe [---] to [---] net losses) in Q4. But hey we'll probably return to sub growth in 2024"
X Link 2023-10-31T20:56Z [---] followers, [----] engagements
"Wouldn't be surprised to see Blackstone to puke another tranche of $BMBL as online dating continues to unravel with this $MTCH print. Whitney prob pukes some deadweight stock as well for "tax planning""
X Link 2023-10-31T21:54Z [---] followers, [---] engagements
"@CCM_Brett They just guided to the worst net add (net loss) quarter in company history for tinder. Its an internet subscription biz. Where your top of the funnel is declining"
X Link 2023-10-31T22:16Z [---] followers, [----] engagements
"@StockMarketNerd @CCM_Brett They just guided to tinder net subs down 300-400k in Q4"
X Link 2023-10-31T23:01Z [---] followers, [---] engagements
"@StockMarketNerd @CCM_Brett Have fun in your value trap"
X Link 2023-10-31T23:17Z [---] followers, [---] engagements
"@FakeFedSpeaker @StockMarketNerd @CCM_Brett Any response to why @FakeFedSpeakers argument is flawed"
X Link 2023-11-01T00:23Z [---] followers, [---] engagements
"$MTCH so let me get this straight we rolled out weekly tier to drive monetization. Churn rips. But its all good in the good. Well jsut 1x it out until it normalizes. Huh"
X Link 2023-11-01T01:36Z [---] followers, [----] engagements
"@Goderguy @peter_mantas Done work on CITES I think Nov standing committee is a nothing burger. DOJ well see anything can happen but theyve de-risked a lot with global ftprint. Its just high beta in a v uncertain when spend is being cut"
X Link 2023-11-01T02:57Z [---] followers, [---] engagements
"$IQV just walking people off a cliff with TAS blow-up. Mgmt all year defending the TAS biz pointing to XYZ for why it should be ok.big sigh. Can't wait to see how they spin this. Struggling to get to $10 in EPS in '24. The long $ICLR; short $IQV pair continues to print $$$"
X Link 2023-11-01T12:54Z [----] followers, [----] engagements
"Ah the $BMBL PUKE on $MTCH blow-up"
X Link 2023-11-01T13:34Z [---] followers, [---] engagements
"IQV's hamartia is really this mgmt team just doesn't get it sometimes. Ari (CEO) - not a single one of your investors wants you to run your biz at 3.5x leverage in the current rate environment"
X Link 2023-11-01T14:08Z [--] followers, [---] engagements
"$SMG Has to be one of the most reckless management teams on the Street. Another smid-cap family owned dumpster fire. Took a good lawn/garden asset and just destroyed the BS.best case will take til '26 to undo the damage. Mgmt is still living in la la land based on EPS today"
X Link 2023-11-01T21:51Z [----] followers, [----] engagements
"@michaelfrazis Its gonna take some time to change the narrative here. But CGM utility goes well beyond insulin. Cash pay / non-insulin product launch next year is going to go a long way to demonstrate that for the category"
X Link 2023-11-02T00:54Z [----] followers, [---] engagements
"$RACE just an incredible asset. ASPs +19% FXN. Backlogs at highs. GM a bit lighter than expected but no one cares. We're slowly working its way to a Hermes mult. The difference between real and faux luxury becoming very apparent in this market $RACE $RMS.FP vs. $KER.FP $EL $RH"
X Link 2023-11-02T12:44Z [----] followers, [----] engagements
"@Rebrand_As_Y I think both can be true.mkt got oversold. but shtcos leading the way tells u a lot about ppl's willingness to gross up. $PLTR +18% $AFRM +17% $CVNA +14% $LCID +11% $PARA $WBD $AMCX +9% there are sellers higher in quality"
X Link 2023-11-02T16:43Z [---] followers, [---] engagements
"@FundasyInvestor $FND looking forward to fireworks today. Comp will be bad - how bad we'll see. bigger focus imo - if they slow walk ppl to slower unit growth to preserve FCF"
X Link 2023-11-02T17:19Z [----] followers, [---] engagements
"@FundasyInvestor yea there are buyers lower for the asset but all of home improvement in a tough spot until EHS improves. $LOW $HD etc"
X Link 2023-11-02T17:31Z [---] followers, [--] engagements
"Son: Tell me a story Dad: I remember when $FND said there's no way they would comp down HSD-DD in [----]. Store maturation curves wouldn't allow that to happen. Narrator: Q3 down 9%; Q4 implied down 12-15% Audience:"
X Link 2023-11-02T20:49Z [----] followers, 24.2K engagements
"@MillLineCap $FND Pro likely negative in Q3 Q4 traffic -MSD/HSD (vs prior expects of flat) Q4 ticker -MSD (vs prior expects of -LSD) Watch out $LOW $HD"
X Link 2023-11-02T21:47Z [----] followers, [---] engagements
"Share shift from private to public builders should accelerate over NTM as financing/working cap constraints pressure smaller players"
X Link 2023-11-03T15:56Z [----] followers, [---] engagements
"Optioned lot mix (materially reducing impairment risk) is 70% for $LEN $DHI and $PHM 50%. Balance sheets are net cash or quickly trending here. Removing two key risk factors that have historically plagued the group"
X Link 2023-11-03T15:59Z [----] followers, [---] engagements
"Affordability is a concern. Sitting at multidecade lows. But builder incentives + shrinkflation i.e. smaller sq ft are offsets. Entry level homes ( $DHI $LEN) should be most durable"
X Link 2023-11-03T16:06Z [----] followers, [---] engagements
"@RichLightShed And the multiple has halved $NFLX $DIS"
X Link 2023-11-03T16:51Z [---] followers, [---] engagements
"$BILL if you liked it at $350 you'll love it at $60 right Still somehow negative ADJUSTED EBITDA (ex-float income). That's okay though. I'll just blindly slap at 40% terminal margin in DCF"
X Link 2023-11-03T17:31Z [----] followers, [----] engagements
"Whats a lie your PM tells you Ill go first We have duration"
X Link 2023-11-03T18:37Z [---] followers, 28.7K engagements
"We dont short high quality assets (in the same breathis $AAPL a short)"
X Link 2023-11-03T19:19Z [----] followers, [----] engagements
"@RagingVentures Whats the $BLDR short pitch Doesnt everyone love this thing"
X Link 2023-11-03T20:01Z [----] followers, [---] engagements
"Duration is a lie we often hide behind when we're wrong. Will you still want to own the asset in [--] [--] [--] mths when fundamentals continue to erode Great biz can be bad stocks for a long time.Ex: $PCOR $FND tee'd up for this. There's alpha in (i) conviction (ii) not overtrading and (iii) acute sell offs do create opportunities. But don't conflate duration with a story that's breaking. Few of us have forced duration (i.e. PE illiquidity). So it's worth considering the opportunity cost of what you are missing in the interim"
X Link 2023-11-04T14:39Z [----] followers, 13.9K engagements
"EHS frozen - top of funnel - traffic will undershoot. industry overearned on ticket - giving it back. Productivity and profitability ramp is overstated. ftprint growth slowing to preserve cash yet still high capital intensity. Burning FCF. Shareholder base largely in denial and just saying well look through to the other side what are you playing for here when things are bad and no vis to how much worse 1.50-2$ in eps next year. At best 40x. Wheres your upside"
X Link 2023-11-04T16:05Z [---] followers, [----] engagements
"@IDntMakeThRules @JerryCap Yea EHS = existing home sales. Not so much plummeting anymore. Hard to see them go much lower tbh. Even in GFC there was some level of baseline activity at 3.5-4mn. Nice segway to homebuilder pitch"
X Link 2023-11-04T16:50Z [---] followers, [---] engagements
"IS PAIN TRADE HIGHER FROM HERE Some musings below 1) I dont think the equity market has internalized the magnitude of the rate move that happened last week. The 10yr moved up [--] bps (4% to 5%) over the entire month in Sept. We moved [--] bps (5% to 4.5%) in [--] days last week. Its no surprise thats driving violent moves off the lows. Rate sensitive stories ( $DHI $TRU ) can continue to run here as frozen credit starts to modestly thaw"
X Link 2023-11-05T15:21Z [----] followers, 28.2K engagements
"2) Positioning is still offsides (GS est [---] on [---] to +10 scale). Everyone I know is broken after the move last week. No one wants to bid this rally. Theres broad fear and corresponding risk mgmt. But seems like few are willing to add length and accept theres follow through. And why should you When the micro has been incrementally weaker each month since July. Prints broadly have been a catastrophe. Pick your recent blow up (SW: $PAYC $CFLT. LST: $TMO. Consumer: insert any ticker here)"
X Link 2023-11-05T15:23Z [----] followers, [----] engagements
"3) If it feels impossible to own anything other than $AMZN $MSFT with any real duration youre in good company. I dont think were back to a goldilocks soft landing narrative. But I think the pain trade higher continues. Its not the craziest idea to add length to the book here. Rate sensitive stories. And if you have no regard for risk mgmt maybe sprinkle a constituent or two from the most shorted basket - on technicals if nothing else"
X Link 2023-11-05T15:24Z [---] followers, [----] engagements
"4) Remember In todays tape only two things are constant: i) Duration is measured in days. ii) Conviction is low. Narrative and sentiment is driven by trialing [--] day price action. So this view will almost certainly change by Wednesday. Be nimble. Goodluck"
X Link 2023-11-05T15:26Z [---] followers, [----] engagements
"@callerycap Whats best way to play MCO"
X Link 2023-11-05T16:47Z [----] followers, [---] engagements
"'Mgmt tone was good'"
X Link 2023-11-05T23:46Z [----] followers, [----] engagements
"@CaptialRubbish @capital_in_soup IRA and IIJA are definitely multiyear tailwinds but only a piece of the pie. ABI is rolling (lowest lvls since Dec '20). Private non-res is a mess driven by warehousing. Aggs players keep highlighting this $VMC $MLM"
X Link 2023-11-06T00:01Z [----] followers, [---] engagements
"earlier this year. i think the first timd we didnt hike 75bps i had a wtf moment. does he get it (as i got my face ripped off on short side). more recent mtgs i'm like ok.i think he does get it. macro rolling. slower than wouldve thought. but slowing and micro is so bad. feel like macro has to follow soon. i tend to agree w/the zervos view. prob not gonna just roll over for biden next year. gonna protect his legacy. doesnt want to be remembers as arthur burns 2.0"
X Link 2023-11-06T00:50Z [---] followers, [---] engagements
"@rev_cap magnitude of fiscal offset from biden admin continue to surprise. so insane the level of spend"
X Link 2023-11-06T01:23Z [---] followers, [---] engagements
"@bentan__ that wasn't dynamics calling it was general dynamics $GD"
X Link 2023-11-06T02:02Z [----] followers, [---] engagements
"*BUMBLE INC. CEO WHITNEY WOLFE HERD STEPS DOWN: WSJ Most bullish thing I've heard in online dating in [--] years. $BMBL $MTCH"
X Link 2023-11-06T13:03Z [---] followers, [---] engagements
"@MasaSonCap Remember when this was going to be the end of $TMUS"
X Link 2023-11-06T16:47Z [----] followers, [---] engagements
"'The guide isn't that bad'"
X Link 2023-11-06T17:45Z [----] followers, [----] engagements
"'They'll buyout my deferred'"
X Link 2023-11-06T17:47Z [----] followers, [---] engagements
"@FairWindsCap $HD $LOW $ORLY $AZO"
X Link 2023-11-06T20:05Z [----] followers, [---] engagements
"@Rebrand_As_Y So $BMBL fires CEO day before the print. and there's a 15x spread vs. the mkt leader who isn't growing. oh and $BX owns 30% of shares outs. seems like a favorable setup"
X Link 2023-11-06T20:17Z [----] followers, [----] engagements
"$CRM hires 15yr $VEEV head of Vault CRM to run budding life sciences franchise. Three questions: 1) Can someone remind me what the 'C' in CRM stands for 2) How many top [--] pharma accounts we think he's bringing over 3) Why $VEEV's shareholder base lives in la la land"
X Link 2023-11-07T13:13Z [----] followers, 38.2K engagements
"it's interesting a large # of mkt participants have already decided $VEEV will retain 100% share in 2025-2030 b/c of how hard a software transition and the regulatory framework in healthcare. Why would the 3rd largest software company in the world have any chance here Oh wait. $CRM is already the backend VEEV runs on hm. NO WAY $CRM can take 20% share"
X Link 2023-11-07T14:06Z [----] followers, [---] engagements
"$DHI -- Builders unique ability to tow the line on consumer affordability remains underappreciated. It's not just rate buydowns. It's "de-amenitizing"; It's shrinkflation"
X Link 2023-11-07T15:11Z [----] followers, [----] engagements
"$BMBL: Guides Q4/'24 below Street. Stock -6%. Whitney (CEO): I'm excited to transition to chair and show the new CEO my 'superpowers'. $BX (30% of shares out): mutters under breath* 'wait til they see my superpowers'. calls David Polk. 'How quickly can we file our secondary'"
X Link 2023-11-07T22:26Z [----] followers, [----] engagements
"My guess is that whenever $BX does selldown. $BMBL takes down a large chunk of it with their $280mn or so of buyback authorized"
X Link 2023-11-07T22:36Z [----] followers, [----] engagements
"Not quite sure how to thread this needle. There are idio pairs to be made for sure. But expressing a broader sector view is tough. On fundamentals: Bioprocess: Biased positive. Hard to argue it's one of the best end markets in healthcare. At some point channel is destocked Instruments/Tools: Not sure. [----] and probably [----] are going to be bad for anything replacement cycle. I'm not sure we've all come to terms with how long things can be bad here. But it's a generic statement for a broad group. Clinical CROs: Not sure. I struggle to come to terms with the why B2B are improving (i.e. $IQV at"
X Link 2023-11-08T18:00Z [----] followers, [----] engagements
"CONCLUSION --- There's a level for everything. But I have more questions than answers today. In this tape I'm okay being greedy until I see a path and can build conviction"
X Link 2023-11-08T18:00Z [----] followers, [----] engagements
"$MRK.GY bioprocessing 2nd derivative on order intake in Q3 improved. B2B 'improved slightly'. B2B remains 'slightly below one' cue liftoff $DHR $TMO $SRT.GR $AVTR $RGEN $AVTR SHORTS PLEASE TAKE NOTE bioprocessing is market people are dying to own BPS aint like the rest of tools. It aint capex. It aint replacement cycle. Its consumable. Recurring revenue. High margin. W/lot of innovation. Once destocking is done. These stocks will ripperrooo. SHORTS PLEASE TAKE NOTE bioprocessing is market people are dying to own BPS aint like the rest of tools. It aint capex. It aint replacement cycle."
X Link 2023-11-09T12:13Z [----] followers, [----] engagements
"After $IQV TAS cut $VEEV cutting Q4 guide isn't really shocking. Investors need to re-underwrite the defensiveness of this asset in the face weakening biopharma spend. And longer term scrutinize the compounding assumptions in the face of competitive incursion. LT compounding assumptions get scrutinized in the face of NT weakness. And the market is biased to being unkind during this period. $CRM hires 15yr $VEEV head of Vault CRM to run budding life sciences franchise. Three questions: 1) Can someone remind me what the 'C' in CRM stands for 2) How many top [--] pharma accounts we think he's"
X Link 2023-11-09T13:10Z [----] followers, [----] engagements
"Every life sciences player and every channel check for months has been been getting incrementally more negative on anything biopharma service related. with with an accelerating negative cadence from July - Sept. $IQV commentary. While we still have growth for the segment as a whole we experienced further declines in our Analytics and Consulting business somewhat slower-than-expected growth in the discretionary parts of our real-world business as well as some impact from the China situation. And so the consulting and analytics part of our business which as you know is a bad quarter of our"
X Link 2023-11-09T15:58Z [----] followers, [--] engagements
"@MillLineCap $CRM brought out $AZN (top [--] pharma) to announce their life sci platform. Who did $VEEV bring out for their customer example today Madrigal Pharma. I'm sorry who VEEV couldn't get one of their top [--] pharma out here The mkt they have dominant share in"
X Link 2023-11-09T18:05Z [--] followers, [---] engagements
"Anyone cover $LMND Softbank filed to register it's entire stake (17% of company). 30% short interest (15mn shares v. 12mn softbank filed on. doesn't seem like its a real biz"
X Link 2023-11-09T23:35Z [----] followers, [----] engagements
"Yipit has been a building point of frustration for me over the past few years.But after the circle jerk we saw with $AMN and AWS accel/decel this past quarter. I'm now at peace. Why B/c I can't wait for these guys to come public. And watch as a company's entire customer base froths at the lips to pummel the stock down from whatever insane private mark up it's gotten on masquarding as the next big thing to come out in biz services to zero"
X Link 2023-11-09T23:55Z [----] followers, [----] engagements
"@callerycap Weve had [--] years in pulling cats out of hats"
X Link 2023-11-11T03:07Z [----] followers, [---] engagements
"$NOVO SELECT Trial at @American_Heart PRELIMINARY TAKEAWAYS --- Not stat-sig (p=0.07) on CV Death a welcome breath of fresh air for medtech. Takes a bear case outcome off the table. Positive for $ABT $BSX $MDT Curve separation at Year [--] presents some question around broader payer coverage and tougher to make a case for NT catalyst for CMS coverage"
X Link 2023-11-11T16:19Z [----] followers, 43.4K engagements
"What about diabetes SELECT data largely seems to reaffirm what we already knew: GLP1 impact top of funnel progression. 65% of sema arm improved to normoglycemia at 104wks from prediabetic baseline. Mean a1c improvement of [---]. Compared to STEP-1 where 85% of sema arm improved to normoglycemia and [---] improvement in a1c at 68wks. I imagine there will be a robust debate around incrementality of the data (larger trial v. known outcomes). A bit unclear to me at the moment if this (or how much worse this is) for $DXCM $PODD"
X Link 2023-11-11T16:36Z [----] followers, [----] engagements
"Buried on page [--] of the appendix.sneaky little stat sig increase in gallbladder related disorders in the sema arm. Is $ISRG now a GLP1 winner Lol"
X Link 2023-11-11T16:39Z [----] followers, [----] engagements
"A couple interesting points from @TCTMD NNT of [--] is good. it's actually pretty good but it aint knock your socks off. The point i've been trying to impart is we needed knock your socks off today. The magnitude of the absolute MACE reduction translates into a number needed to treat of [--] which is a pretty good number she said. On the flip side there are adverse eventsprimarily GI-relatedthat might be a deterrent for some patients taking GLP-1 receptor agonists and could affect adherence. Patients could lose the benefits if they cant tolerate this medication. Other issues to consider are cost"
X Link 2023-11-11T20:44Z [----] followers, [----] engagements
"Some positive follow-ups on $ISRG 1) Couple presenters brought up on bariatric in positive context on stage 2) Editorial commentary: Along the obesity treatment continuum intensive lifestyle interventions and bariatric surgery remain effective but underutilized option 3) gallbladder adverse event rate stat-sig in sema arm. mostly irrelevant but it's a talking pt"
X Link 2023-11-11T20:48Z [----] followers, [----] engagements
"SELECT Investigators throwing up a MS Consumer Survey. It's credibility damaging more than anything else (i.e. Fauci / InStyle cover). Stick to presenting YOUR data. That's what we're all here for.not the commercial corporate Wall St side of things. But also.lolz😂"
X Link 2023-11-11T22:24Z [----] followers, [---] engagements
"Followed by a barclays survey. I guess the investigators are long $UAL $LULU; short $MCD $CMG"
X Link 2023-11-11T22:34Z [----] followers, [----] engagements
"CV Death miss being blamed 1) COVID-19 2) trial powering"
X Link 2023-11-11T23:17Z [----] followers, [---] engagements
"10% weight reduction v. 15% in other semaglutide trials a function of (i) not pushing titration to max dose (ii) trial focus was not max weight loss. NOVO highlights trial results on weight loss prob more representative to real world"
X Link 2023-11-11T23:24Z [----] followers, [---] engagements
"Why no stat sig on N. America population b/c it's a sub-analysis. it was only 20% of patients. sir i find your answer wanting"
X Link 2023-11-11T23:37Z [----] followers, [---] engagements
"Can someone tell me if weight loss is or is not a driver of outcomes i've heard mgmt say both in responses to back to back questions"
X Link 2023-11-11T23:39Z [----] followers, [---] engagements
"Path to diabetes prevention claim FDA wants long period of follow-up off drug"
X Link 2023-11-11T23:45Z [----] followers, [---] engagements
"we see a renal specific benefit similar to what we see on CV benefit. Need to dig into this but seems tough. $OM $DVA $FRE $BAX"
X Link 2023-11-11T23:49Z [----] followers, [----] engagements
"The more $NOVO mgmt spoke during the analyst day the more frustrated I got. Didn't learn anything new in relation to the study / outcomes. Deflected any lack of signal in sub-group to 'powering' Talked out of both sides of mouth in weight driven causality. No docs present - not even trial investigators - to add perspective. I understand some limitations from data that hasn't been published yet butthere are real questions people need answers to before mkt open on Monday on BMI and N. America cohorts. Maybe i'm just a grumpy analyst at the end of a long Saturday. But broadly it was an"
X Link 2023-11-12T00:03Z [---] followers, [----] engagements
"#SELECT @American_Heart -- WEEKEND CONCLUSIONS (scroll to end for stocks) (1) Let's baselineWhat did we know coming into this weekend We knew the GLP1 datasets were VERY robust. SELECT's 20% MACE-3 reduction came in above a low teens bar in August. FLOW trial stopping early -- completely unexpected. SURPASS-6 showed a 20% reduction in insulin patients. STEP-1 showed a 85% reduction in progression to diabetes. This was our starting point coming into the weekend. (2-A) What did learn this weekend Well given the starting point.I'm gonna say not much. I mean this trial was incredibly robust. But"
X Link 2023-11-12T22:22Z [----] followers, [----] engagements
"Whats a lie mgmt tells you Ill go first Growth will accelerate in the backhalf"
X Link 2023-11-13T23:15Z [----] followers, 87.8K engagements
"@SouthernValue95 Accretive ex financing costs $TMO"
X Link 2023-11-14T00:15Z [----] followers, [---] engagements
"$HD Q3 comp comes in better than worst case. Q4 implied guide so wide.Guess we now wait for Q4TD to extrapolate the next 12mths. $HD $LOW"
X Link 2023-11-14T12:10Z [----] followers, [----] engagements
"$FND Never underestimate this shareholder base's ability to snatch victory from the jaws of defeat. THIS. STOCK. IS TEFLON"
X Link 2023-11-16T18:56Z [----] followers, 11.1K engagements
"What's a lie you tell mgmt I'll go first. 'Weve been long time supporters of your story' has never owned the stock"
X Link 2023-11-16T21:38Z [----] followers, 30.4K engagements
"We've been following the broader end market for a while now and are digging deeper on your story. proceeds to ask questions exclusively about competitors"
X Link 2023-11-16T22:00Z [----] followers, [---] engagements
"We dont get too caught up in ST relative performance but we are about to grill you on why you lost 10bps of share based on comically inconsistent 3rd party data p.s. yipit up to no good again on $AMZN AWS decel"
X Link 2023-11-16T22:08Z [----] followers, [----] engagements
"@Rebrand_As_Y $FND aint a clean or easy short. but what about unit growth stories where unit growth is slowing"
X Link 2023-11-16T23:30Z [----] followers, [---] engagements
"@DeviantPercept tell me what your 50% benchmark on revenue growth - mostly M&A driven does for me as a shareholder incinerate capital thats what i thought"
X Link 2023-11-17T02:06Z [----] followers, [---] engagements
"$DXCM back to day [--] trading level seen on $NOVO's SELECT PR in August. The round trip we're witnessing in diabetes stocks (to a lesser extent $PODD) has been one of the most chaotic roller coasters rides. Bulls/Bears both probably agree the terminal value debate isn't over here. But the extreme volatility in the price action has given both sides ample opportunity to capture value in [--] mths"
X Link 2023-11-24T15:57Z [----] followers, [----] engagements
"The long $DXCM / short $PODD. Mkt neutral pair has captured 20pts+ of spread over this time period"
X Link 2023-11-24T16:00Z [----] followers, [---] engagements
"Comes back to the target populations and the TAMs. PODD is a therapeutic tool only applicable in insulin using populations. and 1/3 of new pt growth coming from T2 insulin which now has a LT sizing ''. DXCM is a dx monitoring tool with potential utility across the diabetes spectrum -- expanding into prediabetics and general population. So [-----] foot view. (i) TAM - utility is much broader for CGM (ii) Asset quality - Pumping is a worse biz model v. CGM (more reliant on share shift between players higher competition lower terminal margin) (iii) Valuation - DXCM way cheaper given current"
X Link 2023-11-24T16:10Z [----] followers, [---] engagements
"I dont think the marker is underwriting much adoption beyond core insulin TAMs. But i do think there is utility for intermittent use in the 20mn+ non-insulin using diabetics which you can see a pretty clear. Youll start to see contribution here from the cash pay product launching mid [--] Adoption beyond that into prediabetics / broader population is a free call"
X Link 2023-11-24T16:20Z [----] followers, [---] engagements
"@WaterworldCapi1 if u strip everything else away.the lack of earnings support for $PODD is the biggest issue. Outside of the medtech specialist world nobody wants to value these assets on EV/Rev. When you're sitting on a EV/EBITDA multiple that's 70x (and can't put a P/E).it's a problem"
X Link 2023-11-24T16:49Z [----] followers, [---] engagements
"Me at Thanksgiving waiting to switch the convo to monetary policy and investors misplaced focus solely on interest rates when they need to view Fed tools more holistically - rates AND balance sheet"
X Link 2023-11-24T22:26Z [----] followers, [----] engagements
"Anyone close to cell/gene editing crispr how meaningful is the $VRTX NIH approval a couple approvals and we see a renewed interest in biotech innovation / funding https://www.wsj.com/tech/biotech/gene-editing-changing-medicine-9cc02c7est=nsttlf3dc3cid8w&reflink=article_imessage_share https://www.wsj.com/tech/biotech/gene-editing-changing-medicine-9cc02c7est=nsttlf3dc3cid8w&reflink=article_imessage_share"
X Link 2023-11-25T16:47Z [----] followers, [---] engagements
"Doing some holiday shopping.# of purchases through $AMZN this year materially higher vs. prior years. Feels like the differentiation v. peers has hit another inflection point. Biggest change this year seems to be the better deals/pricing and broader SKU assortment (on top of already best in class shipping time and seamless checkout). ex 1: $AAPL macbook -- $75 cheaper on AMZN vs direct on Apple ex 2: sunglasses -- cheaper and next day delivery on AMZN v. 12/5 delivery on Sunglass Hut ex 3: bowflex dumbbells -- $50 cheaper and 1wk+ earlier shipping on AMZN"
X Link 2023-11-25T23:50Z [----] followers, [----] engagements
"And Im getting this $AMZN stock for 20x FCF😮💨"
X Link 2023-11-25T23:59Z [----] followers, [----] engagements
"*CIGNA HUMANA IN TALKS TO COMBINE IN STOCK-AND-CASH DEAL: WSJ *CIGNA HUMANA DEAL COULD BE FINALIZED BY YEAR END: WSJ *LINE KHAN HAS ENTERED THE CHAT $HUM $CI"
X Link 2023-11-29T17:40Z [----] followers, [---] engagements
"*Netflix Inc.: Grand Theft Auto Coming to Netflix on Dec. [--] *Netflix Inc.: Grand Theft Auto Trilogy to be Offered as Mobile Game bearish bullish or whatever (i) Is my FCF getting wrecked as we move beyond streaming into gaming (ii) or am I opening up a licensing low cost engagement tool to drive users and accelerate growth (iii) they've said it just small mobile gaming. that's all its going to be. and really won't move the needle. $NFLX"
X Link 2023-11-29T17:40Z [----] followers, [----] engagements
"Powell: *FOMC MOVING CAREFULLY AS RISKS BECOMING MORE BALANCED *FED POLICY RATE IS 'WELL INTO RESTRICTIVE TERRITORY' Markets: *TAKE THESE BROKEN WINGS AND LEARN TO FLY AGAIN LEARN TO LIVE SO FREE"
X Link 2023-12-01T19:07Z [----] followers, [----] engagements
"The affordability of both goods/services as % of household income is problematic. This dynamic has been masked by consumer savings. There are two paths to steady state 1) wage inflation re-accelerating 2) goods/services deflation Imo fed will keep rates elevated until UE is comfortably moving higher. So wage inflation seems less likely to me. Leaving goods/services deflation as the most likely outcome until affordability normalizes"
X Link 2023-12-03T01:43Z [----] followers, [----] engagements
"Im not sure I agree. Powell is towing a line. I think its too early to make the the call that everything is going to reacclerate. 136mth core PCE metrics are objectively encouraging. Mult industries are seeing a material slowdown with higher rates and will continue to do so with positive real rates - even if we see rate cuts next year. If you do see reflation I think thatll be a very sobering period for risk assets as market reprices the curve and higher for longer expectations"
X Link 2023-12-03T02:14Z [----] followers, [--] engagements
"Its hard to really say hard v soft landing and where UE goes. Its still really early on to see the full effect from rate hikes and a lot of it has been subsidized by the size of the fed balance sheet. Continuing claims spiked last week. How high and how far it goes is tbd. All looks the same at the beginning"
X Link 2023-12-03T02:19Z [----] followers, [--] engagements
"@rev_cap The Mkts also so ficke4wks ago. 10yr was 5%. Everyone was max short. The world was ending Volatility is insane and that volatility in mkt value + illiquid real estate makes it hard to underwrite a point in time hh net worth as the right barometer for support affordability"
X Link 2023-12-03T02:24Z [----] followers, [---] engagements
"@MasaSonCap Remind the goons what $TMUS said today pls. What $T said today. What $VZ said yesterday"
X Link 2023-12-05T18:46Z [---] followers, [---] engagements
"How do homebuilders tackle affordability Shrinkflation. $DHI $LEN $NVR $PHM $TOL $DFH $BLDR $DHI -- Builders unique ability to tow the line on consumer affordability remains underappreciated. It's not just rate buydowns. It's "de-amenitizing"; It's shrinkflation. https://t.co/hR1MSBG9sP $DHI -- Builders unique ability to tow the line on consumer affordability remains underappreciated. It's not just rate buydowns. It's "de-amenitizing"; It's shrinkflation. https://t.co/hR1MSBG9sP"
X Link 2023-12-07T15:25Z [----] followers, [----] engagements
"$BTC okay whatever. $ETH okay whatever. But the recent resurgence in alt coins has me raising an eyebrow. Were waking up the animal spirits again. And that doesnt make me feel warm and fuzzy inside. If cadence is light payrolls tmwr followed by similar CPI trends and a dovish fed.risk assets will explode into YE"
X Link 2023-12-08T02:37Z [----] followers, [----] engagements
"Were analysts - were gonna say the PM didnt listen to our recs Were analysts - were gonna move to a seat that we havent due diligenced but flashes guarantees Were analysts - were gonna get 0d this year Were analysts - were basically idiots (Keep it going below)"
X Link 2023-12-08T03:35Z [----] followers, 75.6K engagements
"We're (first year medtech) analysts - we're going to pitch $MDT long on turn around"
X Link 2023-12-08T03:47Z [----] followers, [----] engagements
"We're analysts - of course we don't understand why the distant #2 player trades at a material discount to the mkt leader ( $LOW $ORLY )"
X Link 2023-12-08T03:49Z [----] followers, [----] engagements
"@PythiaR 🥰🥰🥰 ❤🤍💙"
X Link 2023-12-08T21:56Z [----] followers, [---] engagements
"Were PMs - Were going to ask if model is updated 5min after the print Were PMs - Were going to give you the conclusion we want before youve done any work on the name Were PMs - Just send us the R/R range Were PMs - Of course were going to overtrade😊 Keep it going"
X Link 2023-12-09T13:10Z [----] followers, 69.6K engagements
"Were PMs - Were never going give you any credit for pitching Mag7. But also chastise you for missing the $AMZN drawdown from $180 to $90 last year"
X Link 2023-12-09T13:15Z [----] followers, [----] engagements
"We're PMs: We're going to remind you.you were bullish $NVDA at $300. Bearish at $115. Bullish again at $300. All we've done is lose money trading this name and the stock is now at $500"
X Link 2023-12-09T13:34Z [----] followers, [----] engagements
"Were PMs - $AMZN is OUR COVERAGE. Youre just the junior analyst updating the model"
X Link 2023-12-09T15:08Z [----] followers, [----] engagements
"You remember when you were a bottom bucket banking analyst Now imagine getting 0d in [--] days You do not want to left holding the short end of the stick. Show your platform who is really the boss. Start the unionization process now"
X Link 2023-12-10T01:59Z [----] followers, [----] engagements
"You spend all year analyzing stocks. How about NPVing your cash flow How much more durable is your eps power post unionization How much lower is your discount rate Reminder: NY/CA are union friendly jurisdictions. This is low risk high return opp. Unionize now"
X Link 2023-12-10T02:04Z [----] followers, [----] engagements
"Fintwit gimme [--] stocks ahead of CPI 1) rate sensitive 2) momentum is working right now and will rip on light CPI 3) has a long tail fundamental thesis to the story You have 10min. Go"
X Link 2023-12-12T13:21Z [----] followers, [----] engagements
"$AFRM $COIN $PLTR lol lol jk"
X Link 2023-12-12T13:21Z [----] followers, [---] engagements
"Me a fairweather bull waking up refreshed after slightly hotter jobs and CPI still expecting a dovish JPowell to send the market into the stratosphere today"
X Link 2023-12-13T13:07Z [----] followers, [----] engagements
"Look i know there's a lot of pain and frustration out there right now. Yes there's limited visibility. Yes all hard landings look like soft landings at the beginning. But take a step back for a second.Inflation went from from 9% to core PCE trending 2% while UE is still 3.7%. Was that on your bingo card a year ago Real rates are still 2% after this move in bond market. Take a minute to internalize that. Breathe. Now tell me why shouldn't Powell sound dovish (which btw he has for 2/3 of his last appearances incl Nov mtg) You'll say reflation and labor is still strong etc etc. But how many"
X Link 2023-12-14T04:00Z [----] followers, 12.5K engagements
"@rev_cap Certain investing rules I live byI dont invest in China. In bear or bull Mkts buys Im always the dumbest guy in the room and theres [--] confidence in govt at any point around the corner"
X Link 2023-12-22T12:58Z [----] followers, [---] engagements
"@Okapi_Digital Whyd they kill mando"
X Link 2024-02-29T13:42Z [----] followers, [--] engagements
"$DXCM $ABT Street doesnt seem to appreciate how big Stelos (cash pay device) FDA approval today is.WITHOUT a prescription. This is the first CGM that can be acquired w/o a doctor visit or routine follow ups. Not only does this open up the 25mn Type [--] diabetes market. But it opens up pre-diabetes a 100mn patient market. As well as the broader general health & wellness population"
X Link 2024-03-05T23:53Z [----] followers, 14.5K engagements
"Is $DWAC a continued meme long or fade short on pending Trump #supertuesday sweep"
X Link 2024-03-06T00:46Z [----] followers, [---] engagements
"$DXCM Stelo 'CGM for all' (from Wolfe's Polark) $DXCM $ABT Street doesnt seem to appreciate how big Stelos (cash pay device) FDA approval today is.WITHOUT a prescription. This is the first CGM that can be acquired w/o a doctor visit or routine follow ups. Not only does this open up the 25mn Type [--] diabetes market. But $DXCM $ABT Street doesnt seem to appreciate how big Stelos (cash pay device) FDA approval today is.WITHOUT a prescription. This is the first CGM that can be acquired w/o a doctor visit or routine follow ups. Not only does this open up the 25mn Type [--] diabetes market. But"
X Link 2024-03-06T11:24Z [----] followers, [----] engagements
"Anyone check the $TMUS v. $CHTR spread anytime in the.idk say last 2-3 years UPDATE $CHTR CEO Chris Winfrey at the Morgan Stanley conference today: Were in a lull right now with broadband net adds UPDATE $CHTR CEO Chris Winfrey at the Morgan Stanley conference today: Were in a lull right now with broadband net adds"
X Link 2024-03-06T17:56Z [----] followers, [----] engagements
"If $WBD $PARA or $DIS launched a CSPAN-like competitor to broadcast all the gov't data fkery we've been exposed to over the past couple years. The ratings might be enough to save their imploding FCF. All of Wall St gonna be tuned in to this one. Join us for a webinar on Thursday March [--] [----] at noon ET. BLS will discuss the underlying methodology related to the January [----] Consumer Price Index (CPI) for rent and owners equivalent rent (OER). https://t.co/VL3EjhQPQR Join us for a webinar on Thursday March [--] [----] at noon ET. BLS will discuss the underlying methodology related to the January"
X Link 2024-03-06T18:09Z [----] followers, [----] engagements
"$NOVO.DC / $NVO hosting an [--] hour analyst day Stock up 8%. I guess 1pt for each hour of pres"
X Link 2024-03-07T14:04Z [----] followers, [---] engagements
"I will be discussing this with the mgmt teams of $NOVO and $LLY. The untapped market opportunity here. The thought that Biden likely has some [--] year advanced secret Illuminati deep state Adderall that we dont know about yet is going to keep us up at night. ITS NOT FAIR. The thought that Biden likely has some [--] year advanced secret Illuminati deep state Adderall that we dont know about yet is going to keep us up at night. ITS NOT FAIR"
X Link 2024-03-08T04:19Z [----] followers, [----] engagements
"Sitting in a waiting room. Retail guy next to me is talking about bidding $NVDA. If you buy it at $900 and it goes up $50 thats a pretty good 1-day return. You can make $100 a day doing this"
X Link 2024-03-08T13:10Z [----] followers, [----] engagements
"UPDATE: He is now discussing $NVDA market share with the office staff. He has done the analysis"
X Link 2024-03-08T13:52Z [----] followers, [---] engagements
"$CRL hearing rumblings that they would consider buybacks at some point. Maybe [----] First time I've heard that commentary"
X Link 2024-03-08T14:22Z [----] followers, [----] engagements
"Tony P at ( $GS ): wealth creation. I find this a bit incredible: since the local lows of October of [----] the total wealth creation from the rally in US equities is $10.3 tr. for context the base level of US GDP is $28.3 tr. How many times can I use this gif in one day"
X Link 2024-03-08T14:28Z [----] followers, [---] engagements
"GS new acronym for key healthcare compounders: LIMBERS $LLY $ISRG $MRK $BSX $EW $REGN $SYK What about $NOVO $DHR $TMO $IQV $DXCM"
X Link 2024-03-08T14:57Z [----] followers, [----] engagements
"@Njord_Capital i think its hard to make generalizations today but certainly feels like there can/will be specific verticals with poor setups"
X Link 2024-03-13T15:37Z [----] followers, [---] engagements
"@Njord_Capital yea when fiscal deficit 7% of GDP and incremental fiscal spending setting up to add [---] bps to GDP.its hard to fight"
X Link 2024-03-13T15:47Z [----] followers, [--] engagements
"$BA #retailmusings"
X Link 2024-03-13T17:47Z [----] followers, [----] engagements
"QT today so we can QE tmwr From Bill Dudley: Finally decisions on quantitative tightening have no bearing on the timing and magnitude of cuts to the Feds short-term interest-rate target. The central bank is shrinking its balance sheet not to tighten monetary policy but instead to rebuild its capacity for quantitative easing in the future. This will become relevant only if short-term interest rates again reach the zero lower bound or if there is acute Treasury market dysfunction"
X Link 2024-03-13T18:20Z [----] followers, [---] engagements
"$ISRG - DV5 Approval"
X Link 2024-03-14T20:49Z [----] followers, [---] engagements
"@rev_cap Why is vehicle insurance so high Home insurance driven by environmental hazard (extreme weather) or something else"
X Link 2024-03-16T17:40Z [----] followers, [----] engagements
"$ISRG - Stock is up 50% since Oct '23 but is there still room to run Backdrop: The sector leader in innovation - you know the guys who literally created the field of robotic surgery - are re-establishing their competitive moat in a field where they have a 20yr headstart. Da Vinci [--] is going to be one of the greatest product cycles you've seen in healthcare. Let's dig in"
X Link 2024-03-18T14:49Z [----] followers, 13.4K engagements
"$SMCI giving anyone $PARA [----] vibes"
X Link 2024-03-19T16:08Z [----] followers, [----] engagements
"@Okapi_Digital Elon Musks sale of X to NYT"
X Link 2024-03-21T06:06Z [----] followers, [--] engagements
"Fintwit about to have an aneurysm over this EHS number *US FEB. EXISTING HOME SALES RISE 9.5% TO [----] MILLION RATE $FND $RH $WSM squeezy squeeze"
X Link 2024-03-21T14:17Z [----] followers, [----] engagements
"After weak Jan/1H Feb weather driven weakness it still feels like consumer spending is weak notably at the low end. Few recent datapts/annecdotes (i) Low end consumer sentiment moving lower (see exhibit below) (ii) Gas prices up 15% (iii) $DRI Transactions from HH w/$150K income were higher y/y while transactions from HH w/$75K income were MUCH lower y/y & in every brand transactions for HH $50K fell (iv) $SIG calling out delay in engagements. If right now theyre worried about their jobs or theyre still paying a little bit more for rent or for gas then they might wait a few months for that"
X Link 2024-03-23T12:34Z [----] followers, 15.7K engagements
"$DXCM comes out more or less unscathed from ABT patent litigation trial. After getting past GLP1 Roche CGM and now patent litigation theres clear path from here to Street appreciating Stelo (cash pay OTC CGM) value. Will be the biggest product in CGM history imo. $DXCM $ABT Street doesnt seem to appreciate how big Stelos (cash pay device) FDA approval today is.WITHOUT a prescription. This is the first CGM that can be acquired w/o a doctor visit or routine follow ups. Not only does this open up the 25mn Type [--] diabetes market. But $DXCM $ABT Street doesnt seem to appreciate how big Stelos"
X Link 2024-03-25T13:42Z [----] followers, [---] engagements
"So the $SOLV healthcare spin out of $MMM End markets grow 4-6% (which seems aggressive as a starting point) and they're pointing to [---] to 0% Lol. [--] year story. Back half weighted. This should be fun"
X Link 2024-03-27T19:14Z [----] followers, [----] engagements
"At least investors can sit back knowing the business is in a tenured medtech CEO's trusted hands right I mean we just need to look at all the value Bryan Hansen created at $ZBH. A stellar -1.7% total return over [--] years as CEO"
X Link 2024-03-27T19:19Z [----] followers, [---] engagements
"$WDAY index inclusion still has to be one of the more interesting trades in software Lot of analysts I speak to dont have a favorite Long idea right now due to myriad factors namely valuation / guidance concerns. Curious what Twitter thinks (4 polls below): SW large cap with the most upside through YE24 Lot of analysts I speak to dont have a favorite Long idea right now due to myriad factors namely valuation / guidance concerns. Curious what Twitter thinks (4 polls below): SW large cap with the most upside through YE24"
X Link 2024-03-29T10:45Z [----] followers, [----] engagements
"It's clear there's increasing interest in home builders i.e. $LEN shaking off a GM miss on eps and breaking out to new ATH. The longer rates remain prohibitive to EHS moving 5mn -- NHS remain the only place to get a home -- more opportunity for the group's multiple to re-rate Bottom right. HFs finally may be finally buying builders Group is still like 10x P/E on numbers that are too low But I guess now less on an island in liking the group Bottom right. HFs finally may be finally buying builders Group is still like 10x P/E on numbers that are too low But I guess now less on an island in"
X Link 2024-03-29T17:01Z [----] followers, [----] engagements
"Anyone have a good list/thread of finance books @FundamentEdge @PythiaR"
X Link 2024-03-29T22:14Z [----] followers, [----] engagements
"@JerryCap @borrowed_ideas ANNECDOTE ALERT: I walked into $TGT for the first time in a while. Never bought clothes from there before. The athleisure there was surprisingly solid quality. $18 tshirt basically same as $70 from $LULU. I'll be back to buy some cheap shirts there"
X Link 2024-04-03T00:12Z [----] followers, [---] engagements
"@willis_cap Ppl still own $CHTR @MasaSonCap"
X Link 2024-04-21T20:05Z [----] followers, [---] engagements
"BLUE CHIP STOCKS BLUE BALLED PODS BLUE FACE BABY $V $DHR $SPOT $GE $TXN"
X Link 2024-04-23T20:20Z [----] followers, [----] engagements
"Did @yipitdata walk everyone off a cliff in medtech in its inaugural $BSX data reads Great work guys. Also 16% $BSX cardiology growth. Fk you #. Never seen numbers like this in large cap medtech. GM to the all the farapulse and Mahoney haters"
X Link 2024-04-24T11:05Z [----] followers, [----] engagements
"$TMO looks solid this AM after $DHR positively rocked the group yday. Good margin/EPS beat + raising low end of rev guide seems good enough. Fundamentals improving in LS/Tools. Interesting that $TMO LSS was -7% q/q better than $DHR Biotech -13% q/q"
X Link 2024-04-24T11:18Z [----] followers, [----] engagements
"A shocker. FWA set to remain robust across $T $VZ $TMUS. Another quarter showing that the ROIC bros need to re-evaluate their telco v. cable frameworks. Remind me why the valuation spread exists again.seems more like an adage of ole. Telco growing subs revs ebitda FCF. What is cable ( $CHTR $CMCSA $ATUS ) doing Remember when cable bulls misunderstood $T FWA quotes and used that for their bull case AT&T added 110k Internet Air subs this quarter (launched in 2Q23) which helped their Consumer Wireline segment grow EBITDA by 15% YoY What's cable growing EBITDA at these days Anyone"
X Link 2024-04-24T12:15Z [----] followers, [----] engagements
"@PythiaR Moberg sizing is lolz - god speed. i rooting u on. this $DHR to $MXCT sizing is interesting. what's mxct angle rn"
X Link 2024-04-24T18:35Z [----] followers, [---] engagements
"$META entering an AI CAPEX cycle in 2024+.where were the signs"
X Link 2024-04-24T22:51Z [----] followers, [----] engagements
"Does anyone know what gods Sundar and Satya worship Im sitting here fully grossed. With incredible length. Knowing Im going to get bent over tomorrow. But am willing to make substantial promissory offerings to whatever Hindu Buddhist etc God I need to. $MSFT $GOOGL"
X Link 2024-04-25T00:33Z [----] followers, [----] engagements
"Another [--] day period passes. Another uninspiring $POOL print. Another over-earning cyclical compounder of yesteryear at an extended multiple or am I missing something"
X Link 2024-04-25T11:36Z [----] followers, 39.8K engagements
"I understood why it traded 25x pre-covid. There was a lot of industry to roll up. But M&A contribution is much smaller now so it's really SSS comp or expansion outside into adjacent categories. But you overearned materially during covid replacement cycle. Inflation comp'ing headwinds - esp in trichlor. And HELOC funding of new pool construction is dead w/rates and will be indefinitely w/H4L. So what are you playing for"
X Link 2024-04-25T11:41Z [----] followers, [---] engagements
"After 2yrs of underperf is the sun shining relatively brighter for healthcare growth vs non-hc growth In an uncertain macro whats more interesting to own than idio product cycle non-cyclical growth Wonder if we get a bigger rotation into quality GARP/Growth HC from here"
X Link 2024-04-25T11:59Z [----] followers, [---] engagements
"Medtech fndmetals been solid for multiple qtrs now + some once in decade product cycles. LS/Tools peeking its head up after 2yr wines. Managed care gets more interesting post election. GLP1 will be a multi-yr tailwind. Biosecures a driver for R&D onshoring. Theres a lot to like"
X Link 2024-04-25T12:02Z [----] followers, [---] engagements
"Not to mention a ton of dry powder for M&A activity + building IPO pipeline on the come"
X Link 2024-04-25T12:03Z [----] followers, [---] engagements
"$DHR $TMO $AVTR $UNH $DXCM $ISRG $BSX $SYK $WST $STVN $NOVO $LLY $GSK $MCK $MTD $CLR $IQV $ICLR to name a few"
X Link 2024-04-25T12:07Z [----] followers, [----] engagements
"@PythiaR Sorry left foot fungus off my list😂"
X Link 2024-04-25T12:23Z [----] followers, [---] engagements
"I am going to ask you once againwhere do you think cable ROICs are going and why are you still extrapolating the historical 10yr average You are at risk of violating your fiduciary duty with the well capital intensity is coming down kind of mental gymnastics. $CMCSA reported 65k 1Q24 broadband losses today But dont worry Chris Winfrey - conveniently before a massive Rutledge $CHTR sale - told us CHTR will be back to 300k adds/Q in no time Liar or dumb pick one $CMCSA reported 65k 1Q24 broadband losses today But dont worry Chris Winfrey - conveniently before a massive Rutledge $CHTR sale -"
X Link 2024-04-25T12:39Z [----] followers, [----] engagements
"Not that anything matters today other than STAGFLATION b/c we're all so dead. But can someone answer (i) how PCE Deflation is so high after Jan/Feb were ok (ii) how'd GDP just die"
X Link 2024-04-25T14:00Z [----] followers, [---] engagements
"@Lennart54613183 @pekwat 18x"
X Link 2024-04-25T14:33Z [----] followers, [---] engagements
"@Borlaug_ what prison homeboy from cambodia is free at last"
X Link 2024-04-25T19:08Z [----] followers, [---] engagements
"@BiasedRational @Borlaug_ But yes it tells you that CRL is in a completely separate bucket of quality. CROs are not bioprocessing. And for certain stocks investors like to see the whites of the eyes first"
X Link 2024-04-25T19:28Z [----] followers, [---] engagements
"Before $DXCM prints.My quick thoughts/assumptions on Stelo Stelo launch by ADA: It's the greatest free marketing opportunity. Imagine every attendee walking around the conf with a patch on their shoulders. Literally thousands of industry participants wearing your device and testing it real time. DTC: I can't think of any real DTC consumer product in medtech. it's hard for analysts to appreciate the adoption curves b/c well there's no precedent to model to.Just wait til you get these first couple sellside surveys on consumer / physician interest. Analysts going to need to be slapped across the"
X Link 2024-04-25T19:55Z [----] followers, [----] engagements
"$LLY when you miss and it just doesnt matter. Because take your head out of your ass. And ask yourself if Fidelity is changing its [----] based PT on any given quater"
X Link 2024-04-30T12:17Z [----] followers, [----] engagements
"Another quarter another underwhelming $FND print. It really isnt more complicated than rates need to go down EHS to turn. Until then comps just bleedWhen will we stop valuing this on [----] EPS SSS: Jan -14.7% Feb -10.7% Mar -10% Apr -9.3% On 2yr stack: Jan -14.8% Feb -14.0% Mar -14.7% Apr QTD -15.3%"
X Link 2024-05-02T22:36Z [----] followers, [----] engagements
"Why hasnt this tragic death gotten airtime anywhere The circumstances A statement from baml MSM not picking up coverage @nypost Saw this on @WallStreetOasis - seems like Patrick will try to censor it soon about BAML IBD analysts walking out tomorrow Not really in the loop but let me know what to retweet / share thats helpful https://t.co/W3yrGYhRlj Saw this on @WallStreetOasis - seems like Patrick will try to censor it soon about BAML IBD analysts walking out tomorrow Not really in the loop but let me know what to retweet / share thats helpful https://t.co/W3yrGYhRlj"
X Link 2024-05-06T01:05Z [----] followers, [----] engagements
"@Restructuring__ Was there any follow up on this Why hasnt any MSM outlet reported on the death at least"
X Link 2024-05-06T01:15Z [----] followers, 21.4K engagements
"@Stock_Based @Restructuring__ But they took it down effectively"
X Link 2024-05-06T02:11Z [----] followers, [---] engagements
"@Joe20885855 @Restructuring__ Any idea why it hasnt been confirmed anywhere No reports Nothing from family"
X Link 2024-05-06T02:12Z [----] followers, [--] engagements
"@Stock_Based @Restructuring__ Can you link to it"
X Link 2024-05-06T02:19Z [----] followers, [---] engagements
"@itsmarkmoran @WallStreetOasis If this death happened Wed of last week. Its insane this hasnt been reported anywhere. And the one source of info is down With the utmost respect for the family and their loss. This issue is about an entire cohort of young professionals. Who deserve to have transparency here"
X Link 2024-05-06T02:40Z [----] followers, [----] engagements
"@WSJ @CNN @FoxBusiness @FinancialTimes @CGasparino Anyone want to shed some more light on this Cc @itsmarkmoran @Restructuring__"
X Link 2024-05-06T03:50Z [----] followers, [---] engagements
"@agnostoxxx Still alarming no MSM outlet has reported on this"
X Link 2024-05-06T09:23Z [----] followers, 11.1K engagements
"Any update on this BofA situation Or is another day going to go by and we're just going to act like a man didn't die in indentured servitude b/c of gross negligence by mgmt Any media outlet want to wake up and report on this @itsmarkmoran @WallStreetOasis @Restructuring__ @itsmarkmoran @WallStreetOasis Why hasnt this gotten more airtime anywhere The death The circumstance A statement from baml MSM not picking up coverage @nypost @itsmarkmoran @WallStreetOasis Why hasnt this gotten more airtime anywhere The death The circumstance A statement from baml MSM not picking up coverage @nypost"
X Link 2024-05-06T14:35Z [----] followers, 10.1K engagements
"@itsmarkmoran @WallStreetOasis @Restructuring__ @nypost @CNN @FoxBusiness @CGasparino @WSJ @FT"
X Link 2024-05-06T14:37Z [----] followers, [---] engagements
"One of the most fascinating threads on why AI will enable a new frontier of healthcare R&D in the not so far future. Today AlphaFold [--] came to life. A monumental leap toward the world of biomolecules. Predicting structures across proteins nucleic acids and small molecules. The world just changed - let me try to break it down the best I can. 🧵OPEN THE THREAD🧵 https://t.co/TtkW95hk3L Today AlphaFold [--] came to life. A monumental leap toward the world of biomolecules. Predicting structures across proteins nucleic acids and small molecules. The world just changed - let me try to break it down"
X Link 2024-05-09T06:46Z [----] followers, [----] engagements
"If you continue to pitch $CPNG $MTCH $SHOP long please call [---] and check yourself into the closest mental health facility. Edit: Ill be taking no further questions at this time. ☺"
X Link 2024-05-10T00:29Z [----] followers, [----] engagements
"@LeveragedBunny @Goderguy Different ways to play it based on your risk profile and investing framework. Were closer to the end than the beginning. So its a matter of time. You can wait another [--] maybe 6mth period and find a level 5% or so lower At risk of missing out on a 20% move to the upside"
X Link 2024-05-10T00:44Z [----] followers, [---] engagements
"Whats your biggest professional mistake Ill go first Taking the job at the private approach to public markets investing fund"
X Link 2024-05-10T11:00Z [----] followers, 91.3K engagements
"Believing your fund is a meritocracy"
X Link 2024-05-10T11:02Z [----] followers, [----] engagements
"Studying finance over comp sci"
X Link 2024-05-10T11:02Z [----] followers, [----] engagements
"@econvibes Public Mkts tough SS mental health suicide"
X Link 2024-05-10T12:01Z [----] followers, [----] engagements
"@stonkoperator $CHTR because good ROIC @MasaSonCap"
X Link 2024-05-10T12:15Z [----] followers, [----] engagements
"Investing in cable b/c good ROIC"
X Link 2024-05-10T12:17Z [----] followers, [----] engagements
"Missing $PTON and $UPST shorts"
X Link 2024-05-10T12:18Z [----] followers, [----] engagements
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