[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.] [@GlenKacher](/creator/twitter/GlenKacher) "$BILL is cutting its workforce by X% following its commitment to to activist Starboards path to the rule of XX. Analysts are expecting XX% operating margins and given 12-13% consensus revenue growth there is 1000+ bp (10 percentage points) of potential upside to operating profitability going forward" [X Link](https://x.com/GlenKacher/status/1979234225867182174) [@GlenKacher](/creator/x/GlenKacher) 2025-10-17T17:13Z 7989 followers, 6079 engagements "Apples effective sitting out of generative AI thus far is a massive miss for the company. It shows on one hand how terrific their mobile franchise is but it shows a concerning level of complacency" [X Link](https://x.com/GlenKacher/status/1980722877386383773) [@GlenKacher](/creator/x/GlenKacher) 2025-10-21T19:48Z 7989 followers, XXX engagements "$BILL is cutting its workforce by X% following its commitment to to activist Starboards path to the rule of XX. Analysts are expecting XX% operating margins and given 12-13% consensus revenue growth there is 1000+ bp (10 percentage points) of potential upside to operating profitability going forward" [X Link](https://x.com/GlenKacher/status/1979232249292951737) [@GlenKacher](/creator/x/GlenKacher) 2025-10-17T17:05Z 7988 followers, 1288 engagements "Time for Anthropic to go public. Large capital raises are made for the public equity market" [X Link](https://x.com/GlenKacher/status/1980447089038676251) [@GlenKacher](/creator/x/GlenKacher) 2025-10-21T01:32Z 7988 followers, 4040 engagements "Starboard Value released a presentation on $BILL comparing the opportunity for to improv margins on the path to the Rule of XX vs. prior Starboard engagements with software companies" [X Link](https://x.com/GlenKacher/status/1981369457047146503) [@GlenKacher](/creator/x/GlenKacher) 2025-10-23T14:37Z 7988 followers, 1150 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@GlenKacher
"$BILL is cutting its workforce by X% following its commitment to to activist Starboards path to the rule of XX. Analysts are expecting XX% operating margins and given 12-13% consensus revenue growth there is 1000+ bp (10 percentage points) of potential upside to operating profitability going forward"
X Link @GlenKacher 2025-10-17T17:13Z 7989 followers, 6079 engagements
"Apples effective sitting out of generative AI thus far is a massive miss for the company. It shows on one hand how terrific their mobile franchise is but it shows a concerning level of complacency"
X Link @GlenKacher 2025-10-21T19:48Z 7989 followers, XXX engagements
"$BILL is cutting its workforce by X% following its commitment to to activist Starboards path to the rule of XX. Analysts are expecting XX% operating margins and given 12-13% consensus revenue growth there is 1000+ bp (10 percentage points) of potential upside to operating profitability going forward"
X Link @GlenKacher 2025-10-17T17:05Z 7988 followers, 1288 engagements
"Time for Anthropic to go public. Large capital raises are made for the public equity market"
X Link @GlenKacher 2025-10-21T01:32Z 7988 followers, 4040 engagements
"Starboard Value released a presentation on $BILL comparing the opportunity for to improv margins on the path to the Rule of XX vs. prior Starboard engagements with software companies"
X Link @GlenKacher 2025-10-23T14:37Z 7988 followers, 1150 engagements
/creator/twitter::21277179/posts