[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@CatNyanpital](/creator/twitter/CatNyanpital) "@SupBagholder @ConiferousCap And I dont think trail runners can deliver $2B in shoes alone of revenue. Thats XXXX million shoes at $XXX price point. Which is almost the 15m trail runners estimated in the US"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1945185136825237766) 2025-07-15 18:14:11 UTC XXX followers, XX engagements "As Nyan leaves Paris X. Coach presence dwindling ( $TPR ). X. Mallcore bubbling with a lot of Guess bags ( $GES ) Eastpack ( $VFC ) and ASICS shoes ( $7936 ). wtf silver bags X. Hokas are basically dead. I saw more brooks than Hokas X. Nike and Adidas still hanging in there"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1945362993312637211) 2025-07-16 06:00:55 UTC XXX followers, 3527 engagements "$LULU not as logged on a Wednesday. Foot traffic seems to have reverted to normal. XX people in the store or so"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1948025228560638085) 2025-07-23 14:19:41 UTC XXX followers, 1544 engagements "Im 50/50 on the future of private equity in Italy. Or at least more uncertain about it than in Japan. Recent tax laws have allowed EU-based funds to invest on a tax advantaged basis w fewer red tape. Ie. 2021 law that makes dividends and cap gains tax exempt. 🧵"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1949086707846197298) 2025-07-26 12:37:38 UTC XXX followers, XXX engagements "Alright why did Nyan open a $MC X. LVMH is an insanely good private equity firm. They can ruthlessly cut when shit doesnt work. No IRR-maxxing X. Cultural prestige attracts people who love culture (Virgil Pharrell). 🧵 Pic related. By the former CEO of LVMH USA"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1940821331962220781) 2025-07-03 17:13:58 UTC XXX followers, 1177 engagements "@atelicinvest CareCloud Looks like $CRM but for medical. their advertising: monetize the shit out of your patients Sounds greedy and a potential business culture risk Product looks like a steep learning curve. Seems hard to get adoption. Like a startup using Jira"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1949452616226021542) 2025-07-27 12:51:37 UTC XXX followers, XXX engagements "@kellangrenier @atelicinvest Fucking wild. Those parlays. Imagine going all in on 3D printing instead of Tesla tho You are one lucky son of a bitch but god damn I respect it"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1949170062491033677) 2025-07-26 18:08:51 UTC XXX followers, XXX engagements "@entdark_ @taobanker you shouldnt use PE. Use sales since youre trying to capture the growth. .3 is basically mallcore levels like GIII. But I still consider it speculative bc you need something to increase the brand value. Like if Sydney Sweeney walks the VS runway sure"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1949375416738721910) 2025-07-27 07:44:51 UTC XXX followers, XX engagements "Correct. True of any stock. Just assume inflation is the only driver. Ie. Housing Just assume home prices rise at the rate of inflation. Equities Assume that revenues rise at rate of inflation. Thats pretty much it"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1950203748602520021) 2025-07-29 14:36:21 UTC XXX followers, XXX engagements "2. Coursera is indeed OCF and FCF profitable. They have built a machine that has high operating leverage. From my experience they are cyclical: when a new tech emerges they provide the reputable course and see a flux of sign ups 🧵"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1949197083367612613) 2025-07-26 19:56:13 UTC XXX followers, XXX engagements "I still am a X stock port. Been that way for a few months even through liberation day. Tied w SP500 YTD"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1949438182744826197) 2025-07-27 11:54:16 UTC XXX followers, XXX engagements "@Breadcrumb_Cap @pitandhummus I do have a Tencent position"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1946527146022707354) 2025-07-19 11:06:50 UTC XXX followers, XX engagements "The $GES thesis in a nutshell: mallcore Prada Yes theyre charging Europoors XXX euros for clothing. I think theyre basically 2014-2016 Michael Kors"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1946590192510406879) 2025-07-19 15:17:22 UTC XXX followers, XXX engagements "As an asterisk I want to point out the dot com bubble was X major events X. TMT development. Over investment in capacity for demand was never materialized. 1a. The internet companies built on top of that assumption. 🧵"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1949200901690007910) 2025-07-26 20:11:24 UTC XXX followers, XXX engagements "Muh $LULU supply chain is like Apple No. Let me explain how this ACTUALLY works. The supply chain argument its important for Apple bc of the complexity of what is being made. 🧵"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1946650086148108498) 2025-07-19 19:15:22 UTC XXX followers, XXX engagements "@taobanker One thing I noticed as well is that they are very willing to buyback stock at the lows. They dont pull a $CPRI and buyback at the highs. Even the insiders bought in 2021 I like how the Marciano line is the founders signing their names on the line"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1945521991961784422) 2025-07-16 16:32:43 UTC XXX followers, XXX engagements "@The_Pro_Invest @philly76fan215 @blondesnmoney FYI Bumble CEO nuked all her shares a long time ago"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1949169234078036124) 2025-07-26 18:05:33 UTC XXX followers, XX engagements "$PUM.DE ASAP rocky collab BlackPink Rose Something is gonna happen here one day. Worth keeping an eye out for. Especially if fashion becomes more chaotic/brandless"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1941933456893546654) 2025-07-06 18:53:10 UTC XXX followers, XXX engagements "I believe the future of investing will be primarily in small private equity funds. As the world comes out of ZIRP and interest rates are due this year thin cash flows will force zombie companies to sell out or go full BK. Another Continuation funds w X company"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1946711657754857868) 2025-07-19 23:20:02 UTC XXX followers, XXX engagements "@realEstateTrent Venice They dont allow cars so you can keep moving without waiting for traffic"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1949211971267498114) 2025-07-26 20:55:23 UTC XXX followers, XX engagements "What if Nyan told you his investment account was regularly funded by a fashionable Milanese sugar mommy who regularly takes Nyan on vacation in exchange for gratification all behind her husbands back"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1948487525443489991) 2025-07-24 20:56:41 UTC XXX followers, XXX engagements "2. Cultural shift in investment from speculation to noble. Investment was previously seen as gambling. Now it became sophisticated and sensible because it kept printing money + online day trading. People quitting jobs to day trade 🧵"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1949200905145864457) 2025-07-26 20:11:24 UTC XXX followers, XXX engagements "TALK TO NYAN TALK TO ME ABOUT NETWORK EFFECTS #nyanpredicts $MTCH $BMBL"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1939413405770944623) 2025-06-29 19:59:23 UTC XXX followers, XXX engagements "Some of yall dont believe me about Eastpack. $VFC"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1945370457915773323) 2025-07-16 06:30:35 UTC XXX followers, XXX engagements "@carrot951753 I think they overpaid for Versace. Dolce and Gabanna are our Versace-ing Versace. The only sign of a turnaround is Versace getting NingNing. Otherwise their handbags have lost their status. So to me Prada screams value trap. I would want it XX PE"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1947961614596006266) 2025-07-23 10:06:54 UTC XXX followers, XXX engagements "Tea app is literally exposing everyone. All I have left to say is Will women hold other women accountable"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1949130281497096671) 2025-07-26 15:30:46 UTC XXX followers, XXX engagements "@SupBagholder Good call. Hokas arent as popular anymore and were at the end of the trend. Lulu better r/r forward than Hokas"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1948488774901719535) 2025-07-24 21:01:39 UTC XXX followers, XXX engagements "$VFC Look at Lil Uzi drive those Vans sales Decent foot traffic maybe about XX people in the store across X floors"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1946624370799006024) 2025-07-19 17:33:11 UTC XXX followers, XXX engagements "Correct. Pick the thing you enjoy. If not then pick the thing you are extraordinarily gifted in. Otherwise youre going to get wrecked by following trends. Nyan was very lucky to identify mobile in tech in early 2010s as the next big frontier"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1949094971778232323) 2025-07-26 13:10:28 UTC XXX followers, XXX engagements "Sex is temporary Shiny Pokmon are forever"  [@CatNyanpital](/creator/x/CatNyanpital) on [X](/post/tweet/1949235833934090503) 2025-07-26 22:30:12 UTC XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@CatNyanpital
"@SupBagholder @ConiferousCap And I dont think trail runners can deliver $2B in shoes alone of revenue. Thats XXXX million shoes at $XXX price point. Which is almost the 15m trail runners estimated in the US"
@CatNyanpital on X 2025-07-15 18:14:11 UTC XXX followers, XX engagements
"As Nyan leaves Paris X. Coach presence dwindling ( $TPR ). X. Mallcore bubbling with a lot of Guess bags ( $GES ) Eastpack ( $VFC ) and ASICS shoes ( $7936 ). wtf silver bags X. Hokas are basically dead. I saw more brooks than Hokas X. Nike and Adidas still hanging in there" @CatNyanpital on X 2025-07-16 06:00:55 UTC XXX followers, 3527 engagements
"$LULU not as logged on a Wednesday. Foot traffic seems to have reverted to normal. XX people in the store or so" @CatNyanpital on X 2025-07-23 14:19:41 UTC XXX followers, 1544 engagements
"Im 50/50 on the future of private equity in Italy. Or at least more uncertain about it than in Japan. Recent tax laws have allowed EU-based funds to invest on a tax advantaged basis w fewer red tape. Ie. 2021 law that makes dividends and cap gains tax exempt. 🧵" @CatNyanpital on X 2025-07-26 12:37:38 UTC XXX followers, XXX engagements
"Alright why did Nyan open a $MC X. LVMH is an insanely good private equity firm. They can ruthlessly cut when shit doesnt work. No IRR-maxxing X. Cultural prestige attracts people who love culture (Virgil Pharrell). 🧵 Pic related. By the former CEO of LVMH USA" @CatNyanpital on X 2025-07-03 17:13:58 UTC XXX followers, 1177 engagements
"@atelicinvest CareCloud Looks like $CRM but for medical. their advertising: monetize the shit out of your patients Sounds greedy and a potential business culture risk Product looks like a steep learning curve. Seems hard to get adoption. Like a startup using Jira" @CatNyanpital on X 2025-07-27 12:51:37 UTC XXX followers, XXX engagements
"@kellangrenier @atelicinvest Fucking wild. Those parlays. Imagine going all in on 3D printing instead of Tesla tho You are one lucky son of a bitch but god damn I respect it" @CatNyanpital on X 2025-07-26 18:08:51 UTC XXX followers, XXX engagements
"@entdark_ @taobanker you shouldnt use PE. Use sales since youre trying to capture the growth. .3 is basically mallcore levels like GIII. But I still consider it speculative bc you need something to increase the brand value. Like if Sydney Sweeney walks the VS runway sure" @CatNyanpital on X 2025-07-27 07:44:51 UTC XXX followers, XX engagements
"Correct. True of any stock. Just assume inflation is the only driver. Ie. Housing Just assume home prices rise at the rate of inflation. Equities Assume that revenues rise at rate of inflation. Thats pretty much it" @CatNyanpital on X 2025-07-29 14:36:21 UTC XXX followers, XXX engagements
"2. Coursera is indeed OCF and FCF profitable. They have built a machine that has high operating leverage. From my experience they are cyclical: when a new tech emerges they provide the reputable course and see a flux of sign ups 🧵" @CatNyanpital on X 2025-07-26 19:56:13 UTC XXX followers, XXX engagements
"I still am a X stock port. Been that way for a few months even through liberation day. Tied w SP500 YTD" @CatNyanpital on X 2025-07-27 11:54:16 UTC XXX followers, XXX engagements
"@Breadcrumb_Cap @pitandhummus I do have a Tencent position" @CatNyanpital on X 2025-07-19 11:06:50 UTC XXX followers, XX engagements
"The $GES thesis in a nutshell: mallcore Prada Yes theyre charging Europoors XXX euros for clothing. I think theyre basically 2014-2016 Michael Kors" @CatNyanpital on X 2025-07-19 15:17:22 UTC XXX followers, XXX engagements
"As an asterisk I want to point out the dot com bubble was X major events X. TMT development. Over investment in capacity for demand was never materialized. 1a. The internet companies built on top of that assumption. 🧵" @CatNyanpital on X 2025-07-26 20:11:24 UTC XXX followers, XXX engagements
"Muh $LULU supply chain is like Apple No. Let me explain how this ACTUALLY works. The supply chain argument its important for Apple bc of the complexity of what is being made. 🧵" @CatNyanpital on X 2025-07-19 19:15:22 UTC XXX followers, XXX engagements
"@taobanker One thing I noticed as well is that they are very willing to buyback stock at the lows. They dont pull a $CPRI and buyback at the highs. Even the insiders bought in 2021 I like how the Marciano line is the founders signing their names on the line" @CatNyanpital on X 2025-07-16 16:32:43 UTC XXX followers, XXX engagements
"@The_Pro_Invest @philly76fan215 @blondesnmoney FYI Bumble CEO nuked all her shares a long time ago" @CatNyanpital on X 2025-07-26 18:05:33 UTC XXX followers, XX engagements
"$PUM.DE ASAP rocky collab BlackPink Rose Something is gonna happen here one day. Worth keeping an eye out for. Especially if fashion becomes more chaotic/brandless" @CatNyanpital on X 2025-07-06 18:53:10 UTC XXX followers, XXX engagements
"I believe the future of investing will be primarily in small private equity funds. As the world comes out of ZIRP and interest rates are due this year thin cash flows will force zombie companies to sell out or go full BK. Another Continuation funds w X company" @CatNyanpital on X 2025-07-19 23:20:02 UTC XXX followers, XXX engagements
"@realEstateTrent Venice They dont allow cars so you can keep moving without waiting for traffic" @CatNyanpital on X 2025-07-26 20:55:23 UTC XXX followers, XX engagements
"What if Nyan told you his investment account was regularly funded by a fashionable Milanese sugar mommy who regularly takes Nyan on vacation in exchange for gratification all behind her husbands back" @CatNyanpital on X 2025-07-24 20:56:41 UTC XXX followers, XXX engagements
"2. Cultural shift in investment from speculation to noble. Investment was previously seen as gambling. Now it became sophisticated and sensible because it kept printing money + online day trading. People quitting jobs to day trade 🧵" @CatNyanpital on X 2025-07-26 20:11:24 UTC XXX followers, XXX engagements
"TALK TO NYAN TALK TO ME ABOUT NETWORK EFFECTS #nyanpredicts $MTCH $BMBL" @CatNyanpital on X 2025-06-29 19:59:23 UTC XXX followers, XXX engagements
"Some of yall dont believe me about Eastpack. $VFC" @CatNyanpital on X 2025-07-16 06:30:35 UTC XXX followers, XXX engagements
"@carrot951753 I think they overpaid for Versace. Dolce and Gabanna are our Versace-ing Versace. The only sign of a turnaround is Versace getting NingNing. Otherwise their handbags have lost their status. So to me Prada screams value trap. I would want it XX PE" @CatNyanpital on X 2025-07-23 10:06:54 UTC XXX followers, XXX engagements
"Tea app is literally exposing everyone. All I have left to say is Will women hold other women accountable" @CatNyanpital on X 2025-07-26 15:30:46 UTC XXX followers, XXX engagements
"@SupBagholder Good call. Hokas arent as popular anymore and were at the end of the trend. Lulu better r/r forward than Hokas" @CatNyanpital on X 2025-07-24 21:01:39 UTC XXX followers, XXX engagements
"$VFC Look at Lil Uzi drive those Vans sales Decent foot traffic maybe about XX people in the store across X floors" @CatNyanpital on X 2025-07-19 17:33:11 UTC XXX followers, XXX engagements
"Correct. Pick the thing you enjoy. If not then pick the thing you are extraordinarily gifted in. Otherwise youre going to get wrecked by following trends. Nyan was very lucky to identify mobile in tech in early 2010s as the next big frontier" @CatNyanpital on X 2025-07-26 13:10:28 UTC XXX followers, XXX engagements
"Sex is temporary Shiny Pokmon are forever" @CatNyanpital on X 2025-07-26 22:30:12 UTC XXX followers, XXX engagements