[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.] [@RahulSetty_](/creator/twitter/RahulSetty_) "$LEAT I'm ready to get hurt again 🫡 Certainly not a compounder but buying cyclicals at the lows once the business has turned up can be powerful. The operating leverage could be nuts"  [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1926698966344708241) 2025-05-25 17:56:44 UTC 5630 followers, 2609 engagements "My lesson from $LEAT is beware of cyclicals obviously. But bigger than that prioritizing companies with higher purchase frequencies leads to smoother more predictable outcomes. Probably a good buy here but have the John Tudor Jones image going off in my head"  [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1752439722247614871) 2024-01-30 21:12:43 UTC 5630 followers, 2180 engagements "Todays daily downgrade of $OSCR states company will lose at least XX% of customers in 2026 due to ACA enhanced subsidies ending. Managements estimate was between 5-10%. Both of these cant be right. 🤔"  [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1945155345887728044) 2025-07-15 16:15:48 UTC 5630 followers, 5659 engagements "$GTLB CFO: "From a macro perspective the GitLab platform Ultimate has less than six month payback and over XXX% ROI in three years. And so people are buying our platform to consolidate and save money. And so we haven't really seen much overall from a macro perspective.""  [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1946357889041588262) 2025-07-18 23:54:16 UTC 5631 followers, XXX engagements "@komodo_capital Yep agreed. Want time to be my friend and not my enemy"  [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1946635846322446776) 2025-07-19 18:18:47 UTC 5631 followers, XX engagements "@ReneSellmann @CCM_Ryan Arent $RELY and Revolut doing the exact same thing"  [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1946316791375925269) 2025-07-18 21:10:58 UTC 5631 followers, XXX engagements "Q3 2023 portfolio update: The bludgeon continues in sub-$10b mkt caps regardless of factor or sector. Fine by me we are playing the long game here. Adds: $FOUR $MELI $SE $CROX $DNP.WA $MNDY $HIMS $TMDX Trims/sells: $TWLO $UPST $AFRM $MQ $CPNG $S $AVCR.V"  [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1710690685303795828) 2023-10-07 16:16:57 UTC 5629 followers, 6167 engagements "@MoS_Investing Aging curve of investors after joining fintwit"  [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1946285576975429878) 2025-07-18 19:06:56 UTC 5630 followers, XX engagements "This mornings analyst note conflating $OSCR to $CNC on pure speculation is silliness imo: historically different underwriting metrics different demographics (age groups) different markets (Oscar isnt in Medicare or Medicaid where Cengene primarily operates) Oscar also a much younger co when it comes to operative leverage efficiency etc when comparing to its elders"  [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1943377180903510356) 2025-07-10 18:30:00 UTC 5631 followers, 3487 engagements "$GTLB CEO not worried about software dev jobs or AI's impact on developer demand:"  [@RahulSetty_](/creator/x/RahulSetty_) on [X](/post/tweet/1946355509340361113) 2025-07-18 23:44:49 UTC 5631 followers, 1962 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.]
@RahulSetty_
"$LEAT I'm ready to get hurt again 🫡 Certainly not a compounder but buying cyclicals at the lows once the business has turned up can be powerful. The operating leverage could be nuts"
@RahulSetty_ on X 2025-05-25 17:56:44 UTC 5630 followers, 2609 engagements
"My lesson from $LEAT is beware of cyclicals obviously. But bigger than that prioritizing companies with higher purchase frequencies leads to smoother more predictable outcomes. Probably a good buy here but have the John Tudor Jones image going off in my head" @RahulSetty_ on X 2024-01-30 21:12:43 UTC 5630 followers, 2180 engagements
"Todays daily downgrade of $OSCR states company will lose at least XX% of customers in 2026 due to ACA enhanced subsidies ending. Managements estimate was between 5-10%. Both of these cant be right. 🤔" @RahulSetty_ on X 2025-07-15 16:15:48 UTC 5630 followers, 5659 engagements
"$GTLB CFO: "From a macro perspective the GitLab platform Ultimate has less than six month payback and over XXX% ROI in three years. And so people are buying our platform to consolidate and save money. And so we haven't really seen much overall from a macro perspective."" @RahulSetty_ on X 2025-07-18 23:54:16 UTC 5631 followers, XXX engagements
"@komodo_capital Yep agreed. Want time to be my friend and not my enemy" @RahulSetty_ on X 2025-07-19 18:18:47 UTC 5631 followers, XX engagements
"@ReneSellmann @CCM_Ryan Arent $RELY and Revolut doing the exact same thing" @RahulSetty_ on X 2025-07-18 21:10:58 UTC 5631 followers, XXX engagements
"Q3 2023 portfolio update: The bludgeon continues in sub-$10b mkt caps regardless of factor or sector. Fine by me we are playing the long game here. Adds: $FOUR $MELI $SE $CROX $DNP.WA $MNDY $HIMS $TMDX Trims/sells: $TWLO $UPST $AFRM $MQ $CPNG $S $AVCR.V" @RahulSetty_ on X 2023-10-07 16:16:57 UTC 5629 followers, 6167 engagements
"@MoS_Investing Aging curve of investors after joining fintwit" @RahulSetty_ on X 2025-07-18 19:06:56 UTC 5630 followers, XX engagements
"This mornings analyst note conflating $OSCR to $CNC on pure speculation is silliness imo: historically different underwriting metrics different demographics (age groups) different markets (Oscar isnt in Medicare or Medicaid where Cengene primarily operates) Oscar also a much younger co when it comes to operative leverage efficiency etc when comparing to its elders" @RahulSetty_ on X 2025-07-10 18:30:00 UTC 5631 followers, 3487 engagements
"$GTLB CEO not worried about software dev jobs or AI's impact on developer demand:" @RahulSetty_ on X 2025-07-18 23:44:49 UTC 5631 followers, 1962 engagements