# ![@SloppyDave Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::302564920.png) @SloppyDave boy oh boy Capital

boy oh boy Capital posts on X about $intst, $bark, $cpri, business the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::302564920/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::302564920/c:line/m:interactions.svg)

- [--] Week [---] -70%
- [--] Month [-----] -25%
- [--] Months [------] +877%
- [--] Year [------] -73%

### Mentions: [--] [#](/creator/twitter::302564920/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::302564920/c:line/m:posts_active.svg)

- [--] Months [--] +227%
- [--] Year [--] +50%

### Followers: [---] [#](/creator/twitter::302564920/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::302564920/c:line/m:followers.svg)

- [--] Week [---] -0.82%
- [--] Month [---] +0.83%
- [--] Months [---] +94%
- [--] Year [---] +106%

### CreatorRank: [---------] [#](/creator/twitter::302564920/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::302564920/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  33% [stocks](/list/stocks)  13% [countries](/list/countries)  6% [automotive brands](/list/automotive-brands)  3% [celebrities](/list/celebrities)  3% [cryptocurrencies](/list/cryptocurrencies)  2% [currencies](/list/currencies)  2% [technology brands](/list/technology-brands)  1% [luxury brands](/list/luxury-brands)  1% [fashion brands](/list/fashion-brands)  1%

**Social topic influence**
[$intst](/topic/$intst) 7%, [$bark](/topic/$bark) #4, [$cpri](/topic/$cpri) 5%, [business](/topic/business) 4%, [core](/topic/core) 3%, [$brag](/topic/$brag) 3%, [ceo](/topic/ceo) 3%, [$nowv](/topic/$nowv) 3%, [ai](/topic/ai) 2%, [hedging](/topic/hedging) 2%

**Top accounts mentioned or mentioned by**
[@linakhanftc](/creator/undefined) [@itsa68891](/creator/undefined) [@barkmeeker](/creator/undefined) [@labour](/creator/undefined) [@elonmusk](/creator/undefined) [@inflexiosearch](/creator/undefined) [@corporalcocopuf](/creator/undefined) [@cloneshameless](/creator/undefined) [@svennordenstam](/creator/undefined) [@williscap](/creator/undefined) [@mitchflegg](/creator/undefined) [@maaverix](/creator/undefined) [@johnsangwonsuh](/creator/undefined) [@bluthcapital](/creator/undefined) [@bdjima1](/creator/undefined) [@0xsamhogan](/creator/undefined) [@cursorai](/creator/undefined) [@oilgastourist](/creator/undefined) [@valuations](/creator/undefined) [@ray4tesla](/creator/undefined)

**Top assets mentioned**
[BARK, Inc. (BARK)](/topic/$bark) [Capri Holdings Limited (CPRI)](/topic/$cpri) [Tesla, Inc. (TSLA)](/topic/tesla) [Novo-Nordisk (NVO)](/topic/$nvo) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Tapestry, Inc. (TPR)](/topic/$tpr) [Merge (MERGE)](/topic/merge) [Eli Lilly and Company (LLY)](/topic/$lly) [MAPS (MAPS)](/topic/$maps) [Evotec SE (EVO)](/topic/$evo) [Spirit Airlines, Inc. (SAVE)](/topic/spirit-airlines) [XPENG INC. (XPEV)](/topic/xpeng) [Wise (WISE)](/topic/$wise) [1Life Healthcare, Inc (ONEM)](/topic/$onem) [Activision Blizzard, Inc. (ATVI)](/topic/$atvi)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$BARK Merger getting interesting. @barkmeeker and his board of cronies trying to stonewall Lemonis and didn't engage in any talks since Lemonis made the bid [--] weeks ago. Meeker trying to steal the Co. from minorities is now official. https://www.globenewswire.com/news-release/2026/02/11/3236406/0/en/GNK-Holdings-and-Marcus-Lemonis-Reiterate-Superior-1-10-All-Cash-Proposal-for-BARK-and-Demand-Response-from-Special-Committee.html"  
[X Link](https://x.com/SloppyDave/status/2021602429070885344)  2026-02-11T15:09Z [---] followers, [---] engagements


"$BARK Textbook insider heist at play. Reaffirmed by the PR today. Demand Lemonis to sign a non-standard standstill NDA to get diligence if they sign they can't go public or pressure the board and their bid gets silently rejected if they don't sign they can't access inside data to secure a firm financing board rejects their bid as "too flaky". We will see how much appetite Lemonis really has soon. $BARK Merger getting interesting. @barkmeeker and his board of cronies trying to stonewall Lemonis and didn't engage in any talks since Lemonis made the bid [--] weeks ago. Meeker trying to steal the"  
[X Link](https://x.com/SloppyDave/status/2022526749766988287)  2026-02-14T04:22Z [---] followers, [---] engagements


"$WISE.L Monitoring the stock but I feel they're not growing in new accounts enough due to a subpar product vs. competitors like Revolut which is in total landgrab mode. Their bread and butter cross-border-payments (plus platforms) make them a leader in a niche but the valuation plus their 13-16% target margin demand growth acceleration in accounts https://twitter.com/i/web/status/1996278570973274187 https://twitter.com/i/web/status/1996278570973274187"  
[X Link](https://x.com/SloppyDave/status/1996278570973274187)  2025-12-03T18:01Z [---] followers, [----] engagements


"$CSU.TO I somehow don't buy into the bull theses floating around its core business (like VMSes are so entrenched TAM too small for competition to enter etc.). AI is massively reducing the cost of replacing legacy software. And I don't even mean vibe coding an alternative version here (although that will happen too) but making migrations so much easier. AI is so good at doing the heavy lifting. If we can agree on anything than it is that the commoditization of software will accelerate not decelerate and this will decrease margins. They might change their allocation strategy in the future but"  
[X Link](https://x.com/SloppyDave/status/2017901993260446030)  2026-02-01T10:05Z [---] followers, [---] engagements


"@willis_cap It was [----] or so when I first had to use Jira in my first job. To think that they're still negative on EPS is unbelievable. Will happily watch this ShitCo burn with their bloatware"  
[X Link](https://x.com/SloppyDave/status/2019649598550339733)  2026-02-06T05:49Z [---] followers, [----] engagements


"They wont because Lemonis will not sign. The board will ultimately recommend Meekers bid to shareholders almost zero doubt about it. Shareholders will see a final offer of =$1 from Meeker or a Lemonis group that will goes full activist and tries to grab board seats. AGM is soon so we won't have to wait long to know what Lemonis' plan is. https://twitter.com/i/web/status/2022596834472935441 https://twitter.com/i/web/status/2022596834472935441"  
[X Link](https://x.com/SloppyDave/status/2022596834472935441)  2026-02-14T09:00Z [---] followers, [--] engagements


"#sqz New mgmt (@MitchFlegg got the boot) esp. CFO makes a great first impression shareholder friendly stance with dividends and buybacks better hedging and lots of tax-losses to make use of. Although production guidance is a meh a lot of the weight on the shareprice has been lifted imho🤞"  
[X Link](https://x.com/SloppyDave/status/1783800241864540621)  2024-04-26T10:08Z [--] followers, [--] engagements


"$CPRI $TPR bulls are f*cked with this judge"  
[X Link](https://x.com/SloppyDave/status/1790108759047507977)  2024-05-13T19:56Z [--] followers, [---] engagements


"#SQZ My take on what will happen when @labour is on charge: They will add their 3% EPL but will drop the whole CAPEX-not-deductible idea as this would immediately kill the whole sector"  
[X Link](https://x.com/SloppyDave/status/1798442591220097502)  2024-06-05T19:51Z [--] followers, [---] engagements


"Deep value Investors when $GME Hits $66 last night"  
[X Link](https://x.com/SloppyDave/status/1798961262434398661)  2024-06-07T06:12Z [--] followers, [---] engagements


"@maaverix @labour It's priced for destruction atm. If oil px holds and labour give (any even if bad as expected) clues on what they intend to do with local O&G this will re-rate upwards in H2 of the year is my bet"  
[X Link](https://x.com/SloppyDave/status/1799702583864693107)  2024-06-09T07:18Z [--] followers, [--] engagements


"@johnsangwonsuh @BluthCapital @Bdjima1 Tesla's cameras-only approach is obvs cheaper but the car will never reach autonomy. I say this as a Tesla owner. Elon manoeuvred himself into a local optimum and needs to do a [---] here. The camera-based parking assistent is a disaster for example"  
[X Link](https://x.com/SloppyDave/status/1827039269422059663)  2024-08-23T17:44Z [---] followers, [---] engagements


"@0xSamHogan And just to merge it into the Visual Studio of Nightmares"  
[X Link](https://x.com/SloppyDave/status/1828505238107758702)  2024-08-27T18:49Z [---] followers, [--] engagements


"Genuinely unimpressed with @cursor_ai . Can't refactor a single SQL query I gave it from our codebase for performance (always gives confident wrong answers like a shit junior dev)"  
[X Link](https://x.com/SloppyDave/status/1830936922262512088)  2024-09-03T11:52Z [---] followers, [---] engagements


"@oilgastourist Problem is UK Gas is still a long time from ESIM trigger territory so oil in the 60s alone won't do anything (except ruin Oilers further ofc)"  
[X Link](https://x.com/SloppyDave/status/1831375291798974927)  2024-09-04T16:54Z [---] followers, [--] engagements


"@valuations_ Smart grifters hool their subscribers on good research and at some point they taste the sweet nectar of p&d'ing their subscribers into less and less liquid stocks"  
[X Link](https://x.com/SloppyDave/status/1835374905937870944)  2024-09-15T17:47Z [---] followers, [--] engagements


"$CPRI We all know there are no legal grounds on which to grant this PI so it comes down on how "leftish and activist" Judge Rochon is. For any judge it would be the easiest way out to just kick the can down the road and divert it back to the FTC's administrative trial. My bet is she will do just that and here's my reasoning: [--]. Little/No merger experience She has no experience here and will have no interest to create any groundbreaking precedence for future merger cases on her first trial of this sort. [--]. She has no personal advantage by granting a PI. She knows she'll kill the merger if she"  
[X Link](https://x.com/SloppyDave/status/1836743818105733496)  2024-09-19T12:27Z [---] followers, [----] engagements


"Certainly some people like to live dangerously. You better make sure your caretaking skills are up to par because if the judge is ill for a week you need to pass by her house and nurse her back to health ASAP. Let alone any other factor that prevents the merger from being actually consumed at this date and you need it to trade at min. 7% below closing price. But if whoever is in this trade reads this: I root for you :)"  
[X Link](https://x.com/SloppyDave/status/1837147491776565616)  2024-09-20T15:11Z [---] followers, [--] engagements


"@ray4tesla @elonmusk As a Tesla owner: Elons disbelief in sensors will not pay off long-term. Driving a FSD Tesla will inevitably feel like driving without a safety belt and yes most of the times it will work but I would never put my kid in danger like that"  
[X Link](https://x.com/SloppyDave/status/1840748853646991863)  2024-09-30T13:41Z [---] followers, [--] engagements


"@WimalSamara @yiqinsh FTC is clearly in it to expand the caselaw for their new merger guidelines. If they get a few citations for future cases out of this it's already a win for @linakhanFTC $CPRI"  
[X Link](https://x.com/SloppyDave/status/1841019011158442439)  2024-10-01T07:35Z [---] followers, [---] engagements


"$CPRI It's actually not that simple. It's about a PI so FTC "just" needs to prove likeliness on (one) their core allegations. E.g. although their expert made (serious) calculation errors (59% concentration) that doesn't mean the judge won't come to the conclusion that it's still 30% after accounting for these errors. Afaik the max. range between defendants best-case calculation and FTC's worst-case calculation is 16% concentration vs. 59%"  
[X Link](https://x.com/SloppyDave/status/1841767474661892226)  2024-10-03T09:09Z [---] followers, [----] engagements


"@SievaKozinsky 0% capital gains because you don't generate any shareholder returns. Total fraudsters. Crazy you guys can still attract 💰 from investors"  
[X Link](https://x.com/SloppyDave/status/1846939584640287123)  2024-10-17T15:41Z [---] followers, [---] engagements


"$CPRI Truly the age of neo socialism is here. Kudos to @linakhanFTC on winning this one and spearheading the demise of capitalism and individual freedom"  
[X Link](https://x.com/SloppyDave/status/1849550305697898640)  2024-10-24T20:35Z [---] followers, [----] engagements


"#sqz Worst case scenario (all uplifts cancelled and not only EPL) is off the table. Hence I increased significantly today. Still Serica needs to get out of the UK asap"  
[X Link](https://x.com/SloppyDave/status/1851619081062948865)  2024-10-30T13:36Z [---] followers, [---] engagements


"Taxing illiquid assets (via exit inheritance you name it tax) is one of the worst socialist idea oyt there in order to to catch a few billionaires who hacked the system with debt on their assets. Competition on taxation is the only thing that is and was ever relevant on this topic. So the outcome in your case is actually quite exactly how it's supposed to be. The UK needs to ask itself why you were leaving for the US and found better circumstances there and then fix these or attract other entrepreneurs from other places to fill your gap "  
[X Link](https://x.com/SloppyDave/status/1858404423258492964)  2024-11-18T06:58Z [---] followers, [--] engagements


"@RAStadler @elonmusk "Director of Climate Diversification (she/her)""  
[X Link](https://x.com/SloppyDave/status/1862181986103652754)  2024-11-28T17:09Z [---] followers, [--] engagements


"@Mr_Derivatives Literal nightmare"  
[X Link](https://x.com/SloppyDave/status/1862905169127538930)  2024-11-30T17:02Z [---] followers, [--] engagements


"@FriendlyCapMgmt Mild weather "what-is-a-capital-gain-tax" states be like"  
[X Link](https://x.com/SloppyDave/status/1864226785585397926)  2024-12-04T08:34Z [---] followers, [--] engagements


"#SQZ 35/50 is really not a great result. You've got ask what they're even doing in the [--] months shutdown. I hope they didn't f*ck up the gas hedging again (cant even remember the last quarter where they didn't lose on hedging) so they come out of '24 with roughly the same revenue as '23 but their cash position is melting like ice cream in the sun on buying more capacity flowing through Grandpa Triton who can't really tap dance no more"  
[X Link](https://x.com/SloppyDave/status/1864577701605957724)  2024-12-05T07:49Z [---] followers, [---] engagements


"#SQZ Flegg on Tailwind acquisition: The result is that the uptime on that FPSO is really good more than 95% in [----]. Its performing absolutely brilliantly and we expect it to continue to do so"  
[X Link](https://x.com/SloppyDave/status/1864923671808090131)  2024-12-06T06:43Z [---] followers, [---] engagements


"@essential6t7 Got burnt on every merger play this year happy to have stayed out of this one"  
[X Link](https://x.com/SloppyDave/status/1866162817163784227)  2024-12-09T16:47Z [---] followers, [--] engagements


"@chinch69 @baroninvestment Also their Capex spent is mainly for their Tailwind assets that have been offline this year for months. so a gift that keeps on giving 😑"  
[X Link](https://x.com/SloppyDave/status/1870052424188153884)  2024-12-20T10:23Z [---] followers, [--] engagements


"It was a horrible interview I just can not understand how Lex Fridman is so popular. Constantly pushing his overtly naive "peace" narrative like he's a Miss America pageant wishing for world peace. Completely detached from the real-world wartime dynamics. Like interviewing Polands president in [----] "I wish you could just sit down with Hitler and Churchill and negotiate peace". what a tool"  
[X Link](https://x.com/SloppyDave/status/1876082083417743780)  2025-01-06T01:43Z [---] followers, 86.3K engagements


"@blondesnmoney CANCELED"  
[X Link](https://x.com/SloppyDave/status/1876847656619606241)  2025-01-08T04:25Z [---] followers, [---] engagements


"@InflexioSearch Fitness is obsolete didn't u get the memo ;) $HIMS $LLY $NVO"  
[X Link](https://x.com/SloppyDave/status/1888940375064055878)  2025-02-10T13:17Z [---] followers, [---] engagements


"@evfcfaddict Seriously. My mother called me to ask if she should buy Rheinmetall. She never called me about a stock ever and the last one she bought was Infineon in 1999"  
[X Link](https://x.com/SloppyDave/status/1900237578101518693)  2025-03-13T17:28Z [---] followers, [---] engagements


"#sqz Divi cut (by 4p/share) was expected if you're not naive (still yields 15% if maintained at current px). I also expected they'd spin the narrative of including the buybacks in the return calc so in a chart it looks still like an increase in comparison to '23. chart crime . Good news is that the 2nd compressor is rdy and no summer maintenance necessary BUT Triton has its ways to only surprise to the downside. No news on ENQ deal so I interesting to see what happens on market open today"  
[X Link](https://x.com/SloppyDave/status/1906955377922474428)  2025-04-01T06:22Z [---] followers, [---] engagements


"@RentYourStocks @AJ_Invests_Co Nah lmk when the Directors of Compliance Accounting and Claims go long big time"  
[X Link](https://x.com/SloppyDave/status/1924074405409313190)  2025-05-18T12:07Z [---] followers, [--] engagements


"@SericaEnergyUK @SericaEnergyplc Even if Triton sinks this broker wouldn't downgrade"  
[X Link](https://x.com/SloppyDave/status/1925488142007550450)  2025-05-22T09:45Z [---] followers, [--] engagements


"@himshouse $HIMS longs read this and buy the dip. Pure retardium"  
[X Link](https://x.com/SloppyDave/status/1937197979066159155)  2025-06-23T17:16Z [---] followers, [---] engagements


"$MAPS only interesting when back in the 0.70s. No buyers in [--] range is my guess"  
[X Link](https://x.com/SloppyDave/status/1937899083068232046)  2025-06-25T15:42Z [---] followers, [---] engagements


"$bark s cashpile is still on fire while the biz is going nowhere. Leadership too weak for a real pivot starting initiatives left and right (M&A while core biz not working lol) without a clue although the founder is at the helm. Same valuation as [--] years ago now with half the cash. Stay away"  
[X Link](https://x.com/SloppyDave/status/1945006380009533616)  2025-07-15T06:23Z [---] followers, [--] engagements


"$hims delusional bulls really believe $nvo is not gonna mop the court's floor with their "personalization" BS story. If that would work you can basically circumvent any pharma patent as standard doses will never be 100% optimal for everyone. Bulls should rather hope $nvo made some serious rookie mistakes while filing their patents so at least that would be worth a discussion"  
[X Link](https://x.com/SloppyDave/status/1954155791524429929)  2025-08-09T12:20Z [---] followers, [---] engagements


"Bought a single share of $RICK finally"  
[X Link](https://x.com/SloppyDave/status/1968352900809470400)  2025-09-17T16:34Z [---] followers, [---] engagements


"Thanks for the writeup The key risk to me is that regulators have a tendency/history of overregulating legal markets into total disfunction (see Germany Netherlands etc.) all while they're unable to meaningfully enforce on the unregulated-only operators. The sector itches every incoming government to tinker with it again. The analogy in $EVO 's case to me is more like you could buy high-taxed Marlboro cigarettes at the local mom&pop or buy illegal ones around the corner for 50% less but of similar or even better quality"  
[X Link](https://x.com/SloppyDave/status/1970438719338406398)  2025-09-23T10:42Z [---] followers, [---] engagements


"We can disagree on the "most likely". There is no hard evidence of fraud (yet). What we do have is an audit and a new half-mil credit line (no way a legit counterparty signs that without thoroughly dd'ing their receivables; they have no other collateral). So unless they publish next week that the credit is from an obscure/related counterparty it's further hard evidence for their legitimacy imho"  
[X Link](https://x.com/SloppyDave/status/1974169385230119170)  2025-10-03T17:47Z [---] followers, [---] engagements


"@corporalCocoPuf @CloneShameless I am seperating signal from noise. Just shouting "Wirecard All auditors are idiots and can be fooled by anyone" is noise. Me lending you 600m sek is signal"  
[X Link](https://x.com/SloppyDave/status/1974176315004891270)  2025-10-03T18:14Z [---] followers, [---] engagements


"@corporalCocoPuf @CloneShameless Not saying these are not indicators but if someone (legit third party lender ideally a bank) is putting 600mil on the line which is basically all their cash+receivables then this is the strongest form of evidence I can think of in this situation"  
[X Link](https://x.com/SloppyDave/status/1974193974593343865)  2025-10-03T19:24Z [---] followers, [---] engagements


"@sportsking123 @ClarkSquareCap December so 16% IRR if nothing changes"  
[X Link](https://x.com/SloppyDave/status/1975646954911899678)  2025-10-07T19:38Z [---] followers, [---] engagements


"$INT.ST The issue isn't MoveoMed's small balance sheet (there are a million ways to structure these deals so only the commission ultimately runs through your books) but that its hard to make (positive) sense of the outlined deal terms Intellego is communicating. Because you can't even be sure what their definition of an "order" is here. Who assumes which risk and what are the devices in question and what are the fulfillment terms"  
[X Link](https://x.com/SloppyDave/status/1975939460484214898)  2025-10-08T15:00Z [---] followers, [----] engagements


"@chrisbeeSA @h79sharesunder Could be anything really. Claes should write horoscopes for a living"  
[X Link](https://x.com/SloppyDave/status/1975995910648889569)  2025-10-08T18:45Z [---] followers, [---] engagements


"$INT.ST Clickbait headline. Community service from me so you don't have to buy a subscription: He speculates how much of the Q2 (and Q3) cash conversion is from factoring (or similar arrangements). Only relevant content new info: "Documents from Swedens Export Credit Board (EKN) reviewed by Affrsvrlden reveal that Intellego has transferred all three EKN-issued guarantees for its accounts receivable to another party suggesting the company may have sold or pledged its receivables for substantial sums. The EKN files confirm that: Three separate receivables guarantees were originally issued to"  
[X Link](https://x.com/SloppyDave/status/1978416918299123994)  2025-10-15T11:05Z [---] followers, [----] engagements


"A better question/investigation would be on "who granted the new 600msek credit line" (which covers their total AR EKN insured or not) and what the terms are. Also from Nordea I have doubts because company would have floated that in a PR for sure. Nevertheless its still a positive sign (if lender is 3rd party)"  
[X Link](https://x.com/SloppyDave/status/1978424800075735230)  2025-10-15T11:36Z [---] followers, [---] engagements


"Best case: it's just that Nordea has expanded the previous limits. Worst case: something obscure that Claes called liquidity but it really isn't under IFRS plus he just cash-converted the EKN insured part of the AR. Claes being Claes it's impossible to tell if sth is intentionally misleading here or just horrible comms as always"  
[X Link](https://x.com/SloppyDave/status/1978509458461356188)  2025-10-15T17:13Z [---] followers, [---] engagements


"I remember when FinTwit was afraid of Lina Khan in the ONEM/AMZN merger because she wrote a book on Amazon and Anti-Trust and "will literally do anything to block the deal". Few weeks later FTC just approved in silence. These mad-man-with-a-killswitch theories always get psychologically overblown. Politicians need to be herd people. Swimming against the tide after FIRB decided otherwise is just not how these people operate imho especially when there is so little individual gain (public profile sharpening) for the amount of headache involved"  
[X Link](https://x.com/SloppyDave/status/1979138250783563912)  2025-10-17T10:51Z [---] followers, [--] engagements


"@marketplunger1 $SBER - If Russia conquers Europe US and China this is gonna moon"  
[X Link](https://x.com/SloppyDave/status/1570407430462341121)  2022-09-15T13:41Z [---] followers, [--] engagements


"Wow $bark is really being left for dead here. Got in at $1.03. SPAC valuation of 1.6bn was ridiculous but 180mc for a 500m mostly high-margin d2c revenue with 150m in the bank and fcf is hardly a bad outcome in [--] years"  
[X Link](https://x.com/SloppyDave/status/1653832629928460288)  2023-05-03T18:43Z [---] followers, [---] engagements


"@BlokeOak57182 Great writeup Their cashflow and shareholder returns strategy is indeed a solid downside protection from here while we wait for more deal announcements. I also think they've shown their cards and will stay in the UK"  
[X Link](https://x.com/SloppyDave/status/1869667374691139980)  2024-12-19T08:53Z [---] followers, [--] engagements


"@P_Kallioniemi So my $SBER shares in lockup are finally gonna print is what you're sayin"  
[X Link](https://x.com/SloppyDave/status/1889932685658955875)  2025-02-13T07:00Z [---] followers, [---] engagements


"And here we go again. Tailwind remains one of the worst acquisitions ever #sqz https://t.co/RfYhcdvsiZ #sqz https://t.co/RfYhcdvsiZ"  
[X Link](https://x.com/SloppyDave/status/1891750855671529793)  2025-02-18T07:25Z [---] followers, [--] engagements


"$brag Q2 with guidance cut"  
[X Link](https://x.com/SloppyDave/status/1955949433637437548)  2025-08-14T11:07Z [---] followers, [---] engagements


"$BRAG Got hit by soft demand in Q2. Obvsly not great after reaffirming higher guidance just in Q1 but not catastrophic either. Mgmt is still doing the right thing imho with trying to build the flywheel and feeding every $ into their proprietary IP machine all while lining up more partnerships. Now with the BetCity overhang finally having its rip-the-band-aid-off moment I see limited downside now going forward while we wait for rev growth to re-accelerate increased EBIT margins and/or signs of operational leverage"  
[X Link](https://x.com/SloppyDave/status/1956249856411877579)  2025-08-15T07:01Z [---] followers, [---] engagements


"$g2m.st Another insider buy by the CEO at the end of Q3. Good enough for me to dumpster dive for a few as well"  
[X Link](https://x.com/SloppyDave/status/1973359212370747538)  2025-10-01T12:07Z [---] followers, [---] engagements


"Plus Q3 macro looks weak for Bragg's highest exposure markets judging by Entain/BetMGM calls. So further guidance cut not unlikely. That being said Matz is a seller at any price so wouldn't read to much into it. Not a single insider buying down here on market is a bigger downer imho :("  
[X Link](https://x.com/SloppyDave/status/1979084255603892685)  2025-10-17T07:17Z [---] followers, [---] engagements


"@CDachrisson @SvenNordenstam I hope @CDachrisson is just Claes behind a ChatGPT layer"  
[X Link](https://x.com/SloppyDave/status/1979174128495079644)  2025-10-17T13:14Z [---] followers, [---] engagements


"@TheSpaceOdicy @MrtnNls @RyanReeves_ Also at least theoretically we have to come up with categories of endcustomers who need lots of UVC- and/or measuring devices but have elevated default risk profiles. Especially in disinfection I am having a hard time coming up with good ideas"  
[X Link](https://x.com/SloppyDave/status/1979497354018353593)  2025-10-18T10:38Z [---] followers, [---] engagements


"@InflexioSearch $brag CFO bought some shares down here. Glimpses of hope"  
[X Link](https://x.com/SloppyDave/status/1980545380418048464)  2025-10-21T08:03Z [---] followers, [---] engagements


"I think we end up with a condition but a soft one as its just the most rational and smoothest path to paper push it to the next institution while keeping optics in tact politically. These people also read the news and creating precedent here for sour buyers is neither in their own nor the countries best interest"  
[X Link](https://x.com/SloppyDave/status/1983024805382152631)  2025-10-28T04:15Z [---] followers, [--] engagements


"@hollertotide $INT.ST Yes if this was a normal company. But with these clowns I am at a loss. Also Claes was literally buying Intellego shares on the open market above even their warrant px of 153sek in the last [--] weeks"  
[X Link](https://x.com/SloppyDave/status/1983039558657757693)  2025-10-28T05:14Z [---] followers, [----] engagements


"$INT.ST Intellego: Sold the position down to a tracker size yesterday. 1) The HCM deal makes no sense. You don't take a dilutive deal like that for 200m when you honestly have 750m liquid available plus whatever is left from your 120m ebit on top every quarter. Not saying its fraud maybe just horrible allocators or desperation. But I just can't wrap my head around it. If my business would be that great I WILL find better financing alternatives period. Final nail in the coffin for me. 2) Giving them the benefit of the doubt and thinking they already have something great in the making to make"  
[X Link](https://x.com/SloppyDave/status/1983438852489466116)  2025-10-29T07:40Z [---] followers, 18.9K engagements


"You're assuming a fully drawn year. The receivables convert and draw decreases. So effective cost of debt for 210M on a 170days DSO 500m AR could theoretically be half of that. It might be a different story if they'd need to max out every available credit line all of a sudden ofc but nothing they said in the announcement implies that they've even started looking at targets. [--] weeks ago they didn't need any of the cash at all to finance the organic growth🤷 Also warrants"  
[X Link](https://x.com/SloppyDave/status/1983637621852000387)  2025-10-29T20:50Z [---] followers, [--] engagements


"$INT.ST Intellego reports on the 10th Nov and top things I will be looking for (They didn't announce a call/Q&A altough they said they're considering doing it from now on. Very bad sign imho.) - Details around AR Age cohorts sales & terms categories (devices dosimeters bundles) distributor categories look through info about deliveries from top distributors regional data not shipped-to based etc. - Exact definition on what they call "available liquidity". Terms draw etc. - Details on 500msek credit line. Lender terms soft vs hard commitments - Details on Henkel/Likang deals. - Details on"  
[X Link](https://x.com/SloppyDave/status/1984190094329204893)  2025-10-31T09:25Z [---] followers, [----] engagements


"Targets won't accept a too generalized communication gag clause anymore in case the gloves come off. This is to an extent the root of all evil here (except for the design flaw in the legislative system which gives veto power to a single person without oversight which will obvsly be abused sooner or later)"  
[X Link](https://x.com/SloppyDave/status/1984415840133898263)  2025-11-01T00:22Z [---] followers, [---] engagements


"Me neither. If he changes his stance and the plant actually gets closed he'd look like a fool. Now he can just block the acquisition and the plant will def. stay open. No strategic value for him to take that risk. In the Spirit/BlueJet merger it was almost mathematically certain that Spirit would fold if the merger didn't happen but it was blocked nevertheless (with the now famous "this one is for your" by the judge-for-the-little-man) and here that is not even a remote scenario"  
[X Link](https://x.com/SloppyDave/status/1984535562196312079)  2025-11-01T08:18Z [---] followers, [---] engagements


"I think you're pretty safe in terms of this specific subsidy. Was introduced under Merkel and funds have only ever been increased under every parliament so far. State intervention will stay popular in Germany and with Germany's former leading sectors suffering (automotive chemical etc) they will keep it and probably extend it further in hopes of saving their economy imho"  
[X Link](https://x.com/SloppyDave/status/1985695877424365607)  2025-11-04T13:09Z [---] followers, [--] engagements


"$bark Keep the cash pile burning baby. Q3: -20M OCF and -45M convertible repayment they're sitting at 25M of cash (down from 200M in 2022) plus 35M credit line now. Wen dilution @valuemaverick1 $bark s cashpile is still on fire while the biz is going nowhere. Leadership too weak for a real pivot starting initiatives left and right (M&A while core biz not working lol) without a clue although the founder is at the helm. Same valuation as [--] years ago now with half the @valuemaverick1 $bark s cashpile is still on fire while the biz is going nowhere. Leadership too weak for a real pivot starting"  
[X Link](https://x.com/SloppyDave/status/1987859010981142770)  2025-11-10T12:24Z [---] followers, [---] engagements


"$INT.ST Intellego Q3 continued: - Just to be clear: The communication around their 500msek credit line in October was FRAUD. It's not miscommunication or something that deserves a similar soft phrasing. It's (intentional) market manipulation. I attached a screenshot of a mail I sent to FI back then. With the Q3 report they now have proof. - The Yuvio order: All of a sudden attributable to Q3 falls into the same manipulation category. Telling the market it was all a timing issue because of "compliance" reasons is a hard no. They (intentionally) rewrote history to hide weak actual sales in Q3."  
[X Link](https://x.com/SloppyDave/status/1988167393445622049)  2025-11-11T08:50Z [---] followers, 22.9K engagements


"$MYX.AX Mayne: At least it's over now. Too much power in the hands of one man. Altough I got hurt here in total I took the chance to get most of the cash out when the TP ruling hit and the market overreacted to the upside. Specifically because the Chalmers risk was still the same. Kudos to @fabreres who reinforced that thought. If this case has taught me one thing (again) it's that gov institutions exist in a vacuum. Also I should read my own bio more often"  
[X Link](https://x.com/SloppyDave/status/1991709595346014309)  2025-11-21T03:25Z [---] followers, [---] engagements


"$int.st Intellego. "My first act will be to man the pump station again""  
[X Link](https://x.com/SloppyDave/status/1991819269164953644)  2025-11-21T10:41Z [---] followers, [----] engagements


"The up und down over the recent weeks made it hard to not overtrade and violate size limits. Takeaway for me is to not play these things anymore when there is a socialist with a killswitch in the mix. Lost Spirit Airlines (hard to detect Judge looked legit) Michael Kors and now Mayne to them. Best way to win these would've been not to play imho. Easier to make money focusing on the less popular cases I guess"  
[X Link](https://x.com/SloppyDave/status/1992231717499773333)  2025-11-22T14:00Z [---] followers, [---] engagements


"@3Plantey2 @Mufasa_Capital Int marketcap probably higher after reopen .Make sense to start analysis on hash now or thesis broken @3Plantey2"  
[X Link](https://x.com/SloppyDave/status/1994421479602102612)  2025-11-28T15:01Z [---] followers, [--] engagements


"@lundeen_ne @kingdomcapadv Europoors like me getting out before dividend is paid. After IRS shutdown I decided it's not worth it to lock up my cash in the US while they work through the huge backlog of tax return filings (which will take a year I assume)"  
[X Link](https://x.com/SloppyDave/status/1996096241982226618)  2025-12-03T05:56Z [---] followers, [--] engagements


"@stefan_mnl Can I short this on polymarket"  
[X Link](https://x.com/SloppyDave/status/2006464106925273160)  2025-12-31T20:34Z [---] followers, [--] engagements


"@xiaopenghexpeng Stock and sales +50% if you rename the brand outside of China. No American or european will be unashamed while telling their friends they're driving a "X-PENG""  
[X Link](https://x.com/SloppyDave/status/2006743164611367313)  2026-01-01T15:03Z [---] followers, [---] engagements


"Hope you're getting rewarded for $NOW.V. While I like the setup (and the 'under the hood' metrics) for [----] overall my biggest issue with this stock is the promotional CEO. At the beginning of [----] he said in an interview hes very certain that theyll make 50M revenue that year and they will be coming in under [--] now. He has a history of overpromising. Hard to take anything for a fact that this guy says. Also when he was asked in the latest investor call What is your outlook on the operating leverage in regards to headcount/CAPEX he basically said they can double or quadruple the current"  
[X Link](https://x.com/SloppyDave/status/2007066972547146235)  2026-01-02T12:30Z [---] followers, [---] engagements


"@ValueIsaac2002 $NOW.V He sold Acrotrend for $5M plus earnouts over [--] years afaik. Assuming his share was 50% that is 150k/year plus optionality. It is not nothing ofc but I don't see anything remotely justifying an "extremely skilled" attribution"  
[X Link](https://x.com/SloppyDave/status/2007072004491636848)  2026-01-02T12:50Z [---] followers, [---] engagements


"$NOW.V I don't see it as a "turnaround" per se. The core business(es) are the same as before. Except the focus on SA the rest are mainly paper initiatives without a (visible) representation in the numbers (yet). I discount their "additional revenue due to integration" as it's at the sole discretion of the company what to include here and especially the question of "compared to what alternative scenario" remains unanswered. Also getting deals from stakeholders starring into the abyss is not a hard sell. I like the CFO though. She probably deserves more credit. I am not saying what he does is"  
[X Link](https://x.com/SloppyDave/status/2007081436088541399)  2026-01-02T13:27Z [---] followers, [---] engagements


"Yes these "lure me in" tax benefits never last (same as in micro company rates in Romania). The only thing that works is structurally disadvantaged countries that have no choice but to make it their business model to serve as tax shelters against endlessly tax increasing 1st world governments. https://twitter.com/i/web/status/2008054751217225936 https://twitter.com/i/web/status/2008054751217225936"  
[X Link](https://x.com/SloppyDave/status/2008054751217225936)  2026-01-05T05:55Z [---] followers, [----] engagements


"$TPG.DE The platform Group: I talked to an insider who worked for one of their bigger brands and he basically confirmed market sentiment. The toplines are collapsing for the brand he worked for and what he knows from colleagues from other brands it's looking equally grim. If TPG will not be able to generate organic success stories it has no other option but to report blended/misleading numbers and buy revenue inorganically to keep the illusion afloat until funding sources are dry. No position. @BerkelKip $TPG.DE Horrible "we do all the things" business with typical golden spoon CEO. Will"  
[X Link](https://x.com/SloppyDave/status/2008994123668160906)  2026-01-07T20:08Z [---] followers, [--] engagements


"$WISE Biggest for me are (in that order): - Subaccounts (having more than a single set of bank details per currency). This is so important because if you don't have that not only are they forcing customers to also be/stay with another bank as well but they also have to integrate twice for any integration/API related features. That means established mid-size businesses just won't switch because the ROI is just not there. For new businesses its equally problematic but the issue pops up later. - Batch payments: They have it now but the UX is horrible. - API: Very confusing (as it was made for"  
[X Link](https://x.com/SloppyDave/status/2009993298337738851)  2026-01-10T14:18Z [---] followers, [---] engagements


"I think we can agree on the FX part. Theyre doing a good job there and have built a wide moat which they not only widen with more rails but also leverage via Platform. I think its almost all good here but this market has its limits in terms of growth and TAM (cross border revenue down to single digit growth although Platforms hopefully reaccelerates that soon plus take-rate decreases hopefully done for quite a while). What I meant above in terms of underspending /spreading is about the accounts and further verticals like Wise Checkout. Imho instead of trying to build a niche Stripe/Adyen"  
[X Link](https://x.com/SloppyDave/status/2010228496904196366)  2026-01-11T05:53Z [---] followers, [--] engagements


"Long $BARK take-private at $0.9 Optionality of a bidding war and downside protected by Meeker's bid. Lemonis is a wildcard but Meeker obviously sees some silver linings for the company so its reasonable to assume the numbers will start to tell a better story soon. Timing is surely not coincidental here. If that turns out to be true the break price will be significantly higher in a no-bid scenario than what we saw before the first bid. Black swan (all bids withdrawn plus melting ice cube fundamentals) we're fucked as always ofc. But not many things have to go right to not lose here and"  
[X Link](https://x.com/SloppyDave/status/2012087987962593544)  2026-01-16T09:02Z [---] followers, [---] engagements


"@biblapmatch No Intellego was straight out fabricating revenue and cooking the books. TPG is just a bad business model (buying dying eCom brands) trying hard to make a good impression. I doubt that they're systematically breaking the law though"  
[X Link](https://x.com/SloppyDave/status/2013820796955709850)  2026-01-21T03:47Z [---] followers, [---] engagements


"No more hard facts to share I'm afraid without speculating. I can only add that the conversation was recently (so Q4 was in the bag already) and that the insights he had are from one of the segments that was highlighted as "strong organic growth" in the 9M comparison you posted. It was one of those brief conversations where you ask someone "how's it going" and during a wider range of topics they casually drop a few insights. https://twitter.com/i/web/status/2013949939433271715 https://twitter.com/i/web/status/2013949939433271715"  
[X Link](https://x.com/SloppyDave/status/2013949939433271715)  2026-01-21T12:20Z [---] followers, [--] engagements


"@CapitalJurassic Hey @grok when will you be able to do my taxes ( without hallucinating a refund to please me or committing tax fraud on my behalf)"  
[X Link](https://x.com/SloppyDave/status/2011163296670630167)  2026-01-13T19:47Z [---] followers, [---] engagements


"@ChrisBloomstran MemeCap MarketCap"  
[X Link](https://x.com/SloppyDave/status/1452721929081794566)  2021-10-25T19:41Z [---] followers, [--] engagements


"@CSUnerd Yes but switching costs are going down and that is equally problematic for the sentiment. Some of CSIs portfolio companies will be easier to migrate from than others but the costs overall have come down and will decline further. https://x.com/i/status/2018031719245390255 @Speedwell_LLC We migrated from left to right (the mentioned tools are substitutes). Cost tool harmonization and openness of the software were the [--] factors because: If the software has open interfaces (like n8n) the AI can produce new workflows by itself. Providers like https://x.com/i/status/2018031719245390255"  
[X Link](https://x.com/SloppyDave/status/2018054082745758018)  2026-02-01T20:09Z [---] followers, [---] engagements


"$MBR U ever wasted [--] years of ur life with someone U ever wasted [--] years of ur life with someone"  
[X Link](https://x.com/SloppyDave/status/1805670935854465441)  2024-06-25T18:34Z [---] followers, [---] engagements


"Is said before $onem and now with $atvi (and soon $irbt). @linakhanFTC ftc is a paper tiger fueled by idealism and not competent enough to build a case that survives even the first round of battle in a court. Don't get distracted by armchair lawyers. this is easy money for arbs"  
[X Link](https://x.com/SloppyDave/status/1675066874512433155)  2023-07-01T09:00Z [---] followers, [---] engagements

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