# ![@TheNarrenschiff Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3140719786.png) @TheNarrenschiff Paul Narrenschiff

Paul Narrenschiff posts on X about business, ai, $rgen, $evh the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::3140719786/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3140719786/c:line/m:interactions.svg)

- [--] Week [------] +19%
- [--] Month [------] +354%
- [--] Months [-------] +379%
- [--] Year [-------] -22%

### Mentions: [--] [#](/creator/twitter::3140719786/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3140719786/c:line/m:posts_active.svg)

- [--] Week [--] +33%
- [--] Month [---] +92%
- [--] Months [---] +319%
- [--] Year [---] +149%

### Followers: [-----] [#](/creator/twitter::3140719786/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3140719786/c:line/m:followers.svg)

- [--] Week [-----] +0.48%
- [--] Month [-----] +2.10%
- [--] Months [-----] +5.40%
- [--] Year [-----] +8.80%

### CreatorRank: [---------] [#](/creator/twitter::3140719786/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3140719786/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  13.38% [stocks](/list/stocks)  11.97% [technology brands](/list/technology-brands)  4.23% [social networks](/list/social-networks)  2.82% [countries](/list/countries)  2.82% [cryptocurrencies](/list/cryptocurrencies)  2.11% [currencies](/list/currencies)  1.41% [automotive brands](/list/automotive-brands)  1.41% [travel destinations](/list/travel-destinations)  1.41% [celebrities](/list/celebrities)  1.41%

**Social topic influence**
[business](/topic/business) 5.63%, [ai](/topic/ai) 3.52%, [$rgen](/topic/$rgen) 2.82%, [$evh](/topic/$evh) 2.82%, [if you](/topic/if-you) 2.82%, [in the](/topic/in-the) 2.82%, [we are](/topic/we-are) 2.11%, [$tech](/topic/$tech) 2.11%, [history](/topic/history) 2.11%, [up to](/topic/up-to) 2.11%

**Top accounts mentioned or mentioned by**
[@hatfieldcapital](/creator/undefined) [@keubiko](/creator/undefined) [@innocencecapit1](/creator/undefined) [@rks2305](/creator/undefined) [@upslopecapital](/creator/undefined) [@ltmleverage](/creator/undefined) [@lebronex](/creator/undefined) [@blondesnmoney](/creator/undefined) [@friedoystercult](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@richardtip17589](/creator/undefined) [@onodacapital](/creator/undefined) [@cuibonocapital](/creator/undefined) [@snoopypartners](/creator/undefined) [@barbariancap](/creator/undefined) [@thequarterzip](/creator/undefined) [@drgingerballs](/creator/undefined) [@convexitycowboy](/creator/undefined) [@longvollllll](/creator/undefined) [@dgoold](/creator/undefined)

**Top assets mentioned**
[Repligen, Corp. (RGEN)](/topic/$rgen) [Evolent Health, Inc Class A Common Stock (EVH)](/topic/$evh) [BIO-TECHNE Corp (TECH)](/topic/$tech) [Danaher Corporation (DHR)](/topic/$dhr) [Avantor, Inc. (AVTR)](/topic/$avtr) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Centene Corp (CNC)](/topic/$cnc) [SafeMoon (SFM)](/topic/$sfm) [AMN Healthcare Services (AMN)](/topic/$amn) [Workday Inc (WDAY)](/topic/$wday) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [West Pharmaceutical Services Inc. (WST)](/topic/$wst) [Crown Holdings, Inc. (CCK)](/topic/$cck) [Integral (ITGR)](/topic/$itgr) [Otis Worldwide Corp (OTIS)](/topic/$otis) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Kyndryl Holdings, Inc. (KD)](/topic/$kd) [Moderna Inc (MRNA)](/topic/$mrna) [Icon Plc (ICLR)](/topic/$iclr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Keubiko @realArtyomD @StanphylCap @mtns2ocean @funwithnumberz @TESLAcharts @TeslaAgnostic @passthebeano @TroyTeslike @montana_skeptic @Paul91701736 @fly4dat @CoverDrive12"  
[X Link](https://x.com/anyuser/status/1377360486769983489)  2021-03-31T20:41Z [----] followers, [--] engagements


"@friedoystercult @WealthOrDie Well first have you simply tried not being a poor family"  
[X Link](https://x.com/anyuser/status/1587564556641001472)  2022-11-01T21:57Z [----] followers, [--] engagements


"Is AI going to do nurse staffing too $AMN"  
[X Link](https://x.com/TheNarrenschiff/status/2022049125702021279)  2026-02-12T20:44Z [----] followers, 10.1K engagements


"@InnocenceCapit1 @TheQuarterZip Florida comically over-represented in that list for sure"  
[X Link](https://x.com/TheNarrenschiff/status/2023201385895108863)  2026-02-16T01:02Z [----] followers, [--] engagements


"$MVIS We are ready to share some LIDAR just not today. And thanks for letting us tap that ATM. We were going to just liquidate this pig for nothing [--] months ago but thanks to you donkeys we can keep paying ourselves and clowning retail for many years to come"  
[X Link](https://x.com/anyuser/status/1387871076458418180)  2021-04-29T20:47Z [----] followers, [--] engagements


"@EnergyCredit1 We asked our summer intern this question and the answer was basically "the girls we want to come to our parties only want seltzer and it does the job so we just buy seltzer now""  
[X Link](https://x.com/anyuser/status/1414696338659348484)  2021-07-12T21:21Z [----] followers, [--] engagements


"When the next credit cycle starts (I'm making a bold assumption that one will at some point) a bunch of folks who needed a 6-week credit product to acquire a $50 shirt are going to be at the vanguard of the Show.and shareholders of the credit providers will be like"  
[X Link](https://x.com/anyuser/status/1448001121939767296)  2021-10-12T19:02Z [----] followers, [--] engagements


"If your portfolio was up a lot today you might own some ShitCos"  
[X Link](https://x.com/anyuser/status/1491157748461219841)  2022-02-08T21:11Z [----] followers, [--] engagements


"@SemiCynic @Keubiko And "the shorts" are getting blamed Really pretty masterful when you think about it. I mean in an evil sort of way but still masterful"  
[X Link](https://x.com/anyuser/status/1504160090730946564)  2022-03-16T18:18Z [----] followers, [--] engagements


"Nice month end everyone Enjoy your weekends"  
[X Link](https://x.com/anyuser/status/1520127640623108098)  2022-04-29T19:47Z [----] followers, [--] engagements


"@GZuckerman I.e. we're never going to make carry again on our fund but we'd really like to make some carry this year after all"  
[X Link](https://x.com/anyuser/status/1529900753304834048)  2022-05-26T19:02Z [----] followers, [--] engagements


"What's the intellectual rationale for valuing the big SaaS vertical companies ($WDAY et al) and the MAG7 software players at teens EBITDA multiples and the bioprocessing supply chain names ($DHR $TECH $RGEN et al) at 20x+ multiples Growth expectations are lower for the latter"  
[X Link](https://x.com/TheNarrenschiff/status/2006071442949984629)  2025-12-30T18:34Z [----] followers, [----] engagements


"The bioprocessor names have been pretty crazy. The following names all have total returns between -5% and +5% over the past five years: $TECH $WST $DHR $RGEN $TMO Others like $AVTR and $SRT have been materially worse. No big winners to speak of"  
[X Link](https://x.com/TheNarrenschiff/status/2009350200373170685)  2026-01-08T19:43Z [----] followers, [---] engagements


"The $RGEN presentation at JPM yesterday is a good example of valuation issue. They're talking about taking EBITDA margins from [--] - [--] in five years and doubling revenue (15% CAGR). Pretty awesome. So assuming they execute it trades at 20x [----] Adj. EBITDA. Is that exciting @WaterworldCapi1 Kind of I think the growth won't be as good as the bulls thought [--] years ago but it should be pretty good. I think the biggest change is that they won't ever get those multiples again because the dream of "growth no matter what" is dead. @WaterworldCapi1 Kind of I think the growth won't be as good as the"  
[X Link](https://x.com/TheNarrenschiff/status/2011508973157888254)  2026-01-14T18:41Z [----] followers, [----] engagements


"@UpslopeCapital Kind of like.consumer staples I'm kidding. I will take a look at $CCK thanks for the idea"  
[X Link](https://x.com/TheNarrenschiff/status/2011964316547743826)  2026-01-16T00:50Z [----] followers, [---] engagements


"@bradleyt2008 Agree but I don't think those make sense either (same with the cheaper but still dumb $ITGR). IMHO if the rationale for your business existing is 25% spreading fixed costs over a larger base and 75% because customers want to offload capital intensity and margin volatility"  
[X Link](https://x.com/TheNarrenschiff/status/2011975401971617927)  2026-01-16T01:34Z [----] followers, [--] engagements


"I've been long and short the stock a few times over the years but I'm now of the opinion that $EVH's stock is significantly higher [--] months from now. Not investment advice just a-dumb-guy-on-the-internet's view"  
[X Link](https://x.com/TheNarrenschiff/status/2012311871706075264)  2026-01-16T23:51Z [----] followers, [---] engagements


"$NTDOY uses [--] GB of LPDDR5X in a dual-6 config for Switch [--]. This is made by Hynix or Samsung on 10nm or 12nm tech. The big price squeeze is in sub-5nm where Qualcomm Apple and the rest of the mobile chain has to buy. Not saying there isn't pressure but shouldn't be THAT bad"  
[X Link](https://x.com/TheNarrenschiff/status/2012323884335247612)  2026-01-17T00:39Z [----] followers, [----] engagements


"@WaterworldCapi1 I had laid out a compelling knife catching pitch for $EVH. Come and join me"  
[X Link](https://x.com/TheNarrenschiff/status/2014165466894279157)  2026-01-22T02:37Z [----] followers, [---] engagements


"@HatfieldCapital Did you find the needle"  
[X Link](https://x.com/TheNarrenschiff/status/2014493752631411127)  2026-01-23T00:21Z [----] followers, [---] engagements


"@RichardTip17589 [--] months is hard 18-24 is easier. Their [----] "soft guide" was flat EBITDA assuming 40-60% dropoff in exchange membership. Looks like that's going to be down high single digits unless you end up with weird in-year attrition from premium costs (I would be surprised). Assume 10%"  
[X Link](https://x.com/TheNarrenschiff/status/2015848413695267140)  2026-01-26T18:04Z [----] followers, [--] engagements


"@RichardTip17589 If that's what has happened (we don't know company-specific levels yet so for $EVH big customer Centene as well as smaller customer Molina) then I think [----] EBITDA looks more like $165-175mm. There will still be exchange volume risk into [----] and [----] though. But off $170mm"  
[X Link](https://x.com/TheNarrenschiff/status/2015848931062661368)  2026-01-26T18:06Z [----] followers, [---] engagements


"Lol took [--] hours from me posting this to the flat MA rate announcement that has tanked the MCOs. FWIW $EVH is clipping either $0.40 PMPM for its tech & services or $45 PMPM for risk contracts in oncology cardio and MSK on $1700 PMPM in MA generally. @RichardTip17589 People just don't want to deal with the populist uncertainty of healthcare reimbursement / overall industry structure right now on the payor side and frankly I don't blame them. I think those risks are why there is opportunity though. @RichardTip17589 People just don't want to deal with the populist uncertainty of healthcare"  
[X Link](https://x.com/TheNarrenschiff/status/2016180803844120795)  2026-01-27T16:05Z [----] followers, [---] engagements


"@ltmleverage They said they expect high-single digit bioprocessing growth with flat equipment (pulled into 25) which would imply pretty solid consumables. Would read as bullish guys like $RGEN. Their commentary on Life Sci probably not so good for $TECH"  
[X Link](https://x.com/TheNarrenschiff/status/2016606420389470545)  2026-01-28T20:16Z [----] followers, [---] engagements


"Ja Morant when reached for comment about potentially playing for the Jazz next"  
[X Link](https://x.com/TheNarrenschiff/status/2018820903388532942)  2026-02-03T22:56Z [----] followers, 43.8K engagements


"@Dr_Gingerballs @RealJimChanos @RandolphDuke7 Long $OTIS"  
[X Link](https://x.com/TheNarrenschiff/status/2018845645394870611)  2026-02-04T00:34Z [----] followers, [--] engagements


"@lebron_ex I hate $MOH and seeing them struggle is schadenfreude but I am surprised at how bad the guide was and even though we all hate health insurance companies I'm not sure it's good to be knee-capping them (like the dumb interest rate cap idea will just hurt consumers)"  
[X Link](https://x.com/TheNarrenschiff/status/2019560835660525979)  2026-02-05T23:56Z [----] followers, [---] engagements


"@lebron_ex Will be interesting to see what the $MOH call and $CNC have to say tomorrow morning"  
[X Link](https://x.com/TheNarrenschiff/status/2019561366890377378)  2026-02-05T23:58Z [----] followers, [---] engagements


"@lebron_ex Also as someone who owns adjacent stuff like $EVH I'm watching the real-time data source to get a feel for exchange plan effectuation. It doesn't look bad based on the data so far and plan enrollments weren't bad (down mid-single digits). Volatile times in HC land"  
[X Link](https://x.com/TheNarrenschiff/status/2019562257324404777)  2026-02-06T00:02Z [----] followers, [---] engagements


"Alright so this morning $CNC announced and their guide for exchange enrollment change YoY in [----] was -36% (5.5mm - 3.5mm). The states that have released data so far are showing down low single digits and CMS reported open enrollment down 5% but these aren't effectuated yet. No one cares about this $450mm market cap company whose stock has been a turd I'm sure but I'll expand. Their "soft" guidance for [----] was that in a downside case on exchange memberships being down 40-60% their EBITDA would be flat. Exchanges looking to be down 10% now. No one cares about this $450mm market cap company"  
[X Link](https://x.com/TheNarrenschiff/status/2019842075689443774)  2026-02-06T18:34Z [----] followers, [---] engagements


"So I think we're starting to dial-in a range. Keep in mind $EVH's guidance of flat EBITDA assumed exchange membership down 40-60%. I'm guessing that down 20-40% effectuated is where it ends up but more data is needed. Also will see what impact they think MA rates might have"  
[X Link](https://x.com/TheNarrenschiff/status/2019842077312577943)  2026-02-06T18:34Z [----] followers, [---] engagements


"Put it in my veins $HIMS https://www.reuters.com/business/healthcare-pharmaceuticals/fda-restrict-glp1-ingredients-used-nonapproved-compounded-drugs-2026-02-06/ $HIMS baggies down so bad they want the FDA to just stop regulating drugs already because Vioxx and stuff @BagholderQuotes https://t.co/WIePJ6RG6W https://www.reuters.com/business/healthcare-pharmaceuticals/fda-restrict-glp1-ingredients-used-nonapproved-compounded-drugs-2026-02-06/ $HIMS baggies down so bad they want the FDA to just stop regulating drugs already because Vioxx and stuff @BagholderQuotes https://t.co/WIePJ6RG6W"  
[X Link](https://x.com/TheNarrenschiff/status/2019922557684912245)  2026-02-06T23:54Z [----] followers, [---] engagements


"@Deathswap1 @HJB2_0 I Tweet for love of the game and Ill take shots at Bill Ackman whenever I damn well please"  
[X Link](https://x.com/TheNarrenschiff/status/2019948570192093435)  2026-02-07T01:37Z [----] followers, [--] engagements


"@Dr_Gingerballs @TMTLongShort This is the inverse of the Talladega Nights meme where he says with all due respect and then insults him"  
[X Link](https://x.com/TheNarrenschiff/status/2020312987068756148)  2026-02-08T01:45Z [----] followers, [---] engagements


"@lebron_ex @MikeFritzell Eh Remarkable integrates with OneDrive and other cloud services so the iCloud not a huge deal. The store would be nice though"  
[X Link](https://x.com/TheNarrenschiff/status/2020330883383972157)  2026-02-08T02:56Z [----] followers, [--] engagements


"@OnodaCapital @nejatian How about unprofitable AI house-flipping on the blockchain"  
[X Link](https://x.com/TheNarrenschiff/status/2020646349138751596)  2026-02-08T23:50Z [----] followers, [--] engagements


"@the_chart_life @bennpeifert More people than will see your shitty ETF bro. Go beat the index chud"  
[X Link](https://x.com/TheNarrenschiff/status/2020672155428548755)  2026-02-09T01:32Z [----] followers, [--] engagements


"@WaterworldCapi1 Just lost $50k on Kalshi. Was betting the penguins would cave and cut a deal before Bengladesh"  
[X Link](https://x.com/TheNarrenschiff/status/2020976296424243253)  2026-02-09T21:41Z [----] followers, [---] engagements


"@HatfieldCapital @MBrooks87621 If: [--]. You get new store cash IRR of 20-25% [--]. Unit growth can continue at 5-10% for [--] years [--]. MCX of $200k / store plus some for DCs + logistics [--]. Comps stabilize at +LSD% from here Then it's very undervalued. Don't have a strong opinion on #4 which is all people care about"  
[X Link](https://x.com/TheNarrenschiff/status/2020991335159808136)  2026-02-09T22:40Z [----] followers, [--] engagements


"Letting 22-24mm Americans essentially go to zero or negative discretionary income overnight feels like it is going to end up being a huge own-goal for the Republicans"  
[X Link](https://x.com/TheNarrenschiff/status/2021317007304458587)  2026-02-10T20:15Z [----] followers, [---] engagements


"@rks2305 The jewel of the business is New Century which they bought over a decade ago. Care management platform for oncology cardiology and MSK (most recent offering). Value prop is lowering cost of care while maintaining (or increasing) quality of care rather than just PA denials"  
[X Link](https://x.com/TheNarrenschiff/status/2021324347982368838)  2026-02-10T20:44Z [----] followers, [--] engagements


"@rks2305 So like you said the value-add tends to be less for less complex and/or acute populations. I have a few private investments in care management platforms for primary care practices and it's a different ballgame. I assume this is why EVH sold their GP business in Q4"  
[X Link](https://x.com/TheNarrenschiff/status/2021330776294310209)  2026-02-10T21:09Z [----] followers, [--] engagements


"Alright @HatfieldCapital I officially joined team $SFM bagholder today. I'm sorry to say that based on my trading history this likely means we have at least another 20-30% down before it can go up to fair value"  
[X Link](https://x.com/TheNarrenschiff/status/2021331290709164086)  2026-02-10T21:11Z [----] followers, [----] engagements


"Haven't tried Claude in Excel yet but my experience generally is that it accomplishes tasks like scouring the internet for data creating structured database files and performing analysis & generating visualization tools fast and takes forever to follow Excel formatting commands"  
[X Link](https://x.com/TheNarrenschiff/status/2021331927425224756)  2026-02-10T21:14Z [----] followers, [---] engagements


"@HatfieldCapital I literally just posted about how I think 23mm U.S. consumers are hosed from health premiums while my grocery store VWAP was working. I'm not a smart man"  
[X Link](https://x.com/TheNarrenschiff/status/2021332162407170260)  2026-02-10T21:15Z [----] followers, [---] engagements


"@HatfieldCapital @blondesnmoney"  
[X Link](https://x.com/TheNarrenschiff/status/2021332650040988015)  2026-02-10T21:17Z [----] followers, [---] engagements


"@blondesnmoney @HatfieldCapital No my OpSec is better than that. I left my office to take the pupper out and showed here the meme on my screen"  
[X Link](https://x.com/TheNarrenschiff/status/2021333915756265796)  2026-02-10T21:22Z [----] followers, [--] engagements


"@ConvexityCowboy For this I didnt (because I had Claude running a larger project) so I didnt want both of them in my file system at the same time. Normally I let it look at all my stock research files and my private company data. I dont currently subscribe to any alt data to feed it"  
[X Link](https://x.com/TheNarrenschiff/status/2021360852289585624)  2026-02-10T23:09Z [----] followers, [--] engagements


"So $MRNA was garbage to begin with and now you have RFK doing his thing. How does it not see a 2-handle again"  
[X Link](https://x.com/TheNarrenschiff/status/2021375183798534340)  2026-02-11T00:06Z [----] followers, [---] engagements


"@PythiaR @cmo040958 $AVTR has always had a little ShitCo in it though"  
[X Link](https://x.com/TheNarrenschiff/status/2021634706778005950)  2026-02-11T17:17Z [----] followers, [---] engagements


"The Department of War On Party Balloons"  
[X Link](https://x.com/TheNarrenschiff/status/2021785288670847420)  2026-02-12T03:15Z [----] followers, [---] engagements


"DOW below 50k can we get the pedos now"  
[X Link](https://x.com/TheNarrenschiff/status/2021983415453806716)  2026-02-12T16:23Z [----] followers, [---] engagements


"Artisan wearing a $370mm mark on that $ICLR today"  
[X Link](https://x.com/TheNarrenschiff/status/2021991873821495611)  2026-02-12T16:56Z [----] followers, [---] engagements


"@CuiBonoCapital @FirstSquawk Hegseth was the Captain of one and O'Leary was steering the other"  
[X Link](https://x.com/TheNarrenschiff/status/2022000138680729917)  2026-02-12T17:29Z [----] followers, [--] engagements


"@LongVollllll Crazy mis-matches across sectors where the valuation can't possibly make sense and where both theses can't be right. With all the passive/theme market participation the time frame of actually closing that price discovery gap is the only question"  
[X Link](https://x.com/TheNarrenschiff/status/2022005455980310982)  2026-02-12T17:50Z [----] followers, [---] engagements


"AI can't sell fresh produce (*yet) Alright @HatfieldCapital I officially joined team $SFM bagholder today. I'm sorry to say that based on my trading history this likely means we have at least another 20-30% down before it can go up to fair value. Alright @HatfieldCapital I officially joined team $SFM bagholder today. I'm sorry to say that based on my trading history this likely means we have at least another 20-30% down before it can go up to fair value"  
[X Link](https://x.com/TheNarrenschiff/status/2022032479604125749)  2026-02-12T19:38Z [----] followers, [---] engagements


"@HatfieldCapital have you done some back-of-the-envelope math on what $SFM's margins are going to be when 100% of the employees are TezlaBots"  
[X Link](https://x.com/TheNarrenschiff/status/2022052032488910990)  2026-02-12T20:55Z [----] followers, [---] engagements


"The generous tech bro oligarch overlords will vigorously support generous levels of universal basic income paid with higher taxes on their infinite-ROIC AI money-printing machines if their predictions are right and everyone loses their jobs. No chance at all of a hellscape"  
[X Link](https://x.com/TheNarrenschiff/status/2022054425838457025)  2026-02-12T21:05Z [----] followers, [---] engagements


"World feels weird. Seems like either: the AI maxis are wrong in which case the market is going to get smoked. Or they're right and the economy is going to get smoked and then the market is going to get smoked"  
[X Link](https://x.com/TheNarrenschiff/status/2022055713229647960)  2026-02-12T21:10Z [----] followers, [----] engagements


"@pekwat @PurpleDrink_LLC When I ran my fund we had a strategic investor (similar to a seed but with lower economic terms) who had a [--] month lockup unless we lost more than a trigger threshold cumulatively before then. Cant remember but I think it was more like 40% or something. (We did not hit it lol)"  
[X Link](https://x.com/TheNarrenschiff/status/2022190809064567183)  2026-02-13T06:07Z [----] followers, [--] engagements


"Im glad The Netherlands is going to try out the unrealized capital gains tax so everyone else can see how stupid it is and maybe not try it"  
[X Link](https://x.com/TheNarrenschiff/status/2022433746314482068)  2026-02-13T22:12Z [----] followers, [----] engagements


"@cate_long Back a long time ago $AGO was one of my positions and it was such a zoo trying to keep track of all the nonsense that gov't was up to down there. Don't miss it"  
[X Link](https://x.com/TheNarrenschiff/status/2021378472783081921)  2026-02-11T00:19Z [----] followers, [---] engagements


"@rks2305 @SnoopyPartners They paid down $100mm of debt from the sale of the primary care business in Q4 so it's 5.4x now but yes that's high. If they can do 60% op cash flow conversion from EBITDA with $35mm of capex/software spend they can get it 5x by year end even on flat EBITDA and 3x in 2027"  
[X Link](https://x.com/TheNarrenschiff/status/2022702826976133553)  2026-02-14T16:01Z [----] followers, [--] engagements


"@CuiBonoCapital @EricBalchunas @Todd_Sohn Good thing the regulatory apparatus in this country is as well-staffed with smart people as its ever been to make sure criminals and fraudsters dont take advantage of all this innovation to fleece vulnerable people who dont know any better"  
[X Link](https://x.com/TheNarrenschiff/status/2022735911432151148)  2026-02-14T18:13Z [----] followers, [--] engagements


"I could care less about the $TSLA stock price itself. I'm here for the knock-on TSLA/EV tangential ShitCo's getting smoked in sympathy"  
[X Link](https://x.com/anyuser/status/1367221930114318348)  2021-03-03T21:14Z [----] followers, [--] engagements


"@quantian1 @BrattleStCap Wonder how the LA DA feels about wealth manager clowns who took PPP loans as a motorcycle dealership"  
[X Link](https://x.com/anyuser/status/1383488217735860224)  2021-04-17T18:31Z [----] followers, [--] engagements


"@BarbarianCap It really is a platform for everyone to give their two cents"  
[X Link](https://x.com/anyuser/status/1387954349960269825)  2021-04-30T02:17Z [----] followers, [--] engagements


"@DavidKeo @BarbarianCap Distributing flares from arses is no basis for a system of government"  
[X Link](https://x.com/anyuser/status/1414278825723187206)  2021-07-11T17:42Z [----] followers, [--] engagements


"@rabois @Nick_JIS @HighyieldHarry I guess the lesson for you Keith is that if you're going to use the public markets to unload your overvalued VC garbage on you need to get all the way out before people figure it out"  
[X Link](https://x.com/anyuser/status/1571944725757984770)  2022-09-19T19:30Z [----] followers, [--] engagements


"Everyone is always talking about going back in time and killing baby Hitler but what if we went back in time and blew up the PayPal HQs before all these clowns got ultra wealthy"  
[X Link](https://x.com/TheNarrenschiff/status/1670515904256540673)  2023-06-18T19:36Z [----] followers, 29.3K engagements


"@OnodaCapital Uh I think there's a much more powerful dude who might have popularized the playbook"  
[X Link](https://x.com/TheNarrenschiff/status/2020963827521814963)  2026-02-09T20:51Z [----] followers, [---] engagements


"@UpslopeCapital Also Bill Ackman"  
[X Link](https://x.com/TheNarrenschiff/status/2021753092791054577)  2026-02-12T01:07Z [----] followers, [---] engagements


"Took two years of flat stock price action but $KNSL multiple starting to look pretty reasonable"  
[X Link](https://x.com/TheNarrenschiff/status/2022325369240535158)  2026-02-13T15:01Z [----] followers, [---] engagements


"@InnocenceCapit1 @TheQuarterZip FL is like [--] of the [---] lol"  
[X Link](https://x.com/TheNarrenschiff/status/2023215340717834520)  2026-02-16T01:58Z [----] followers, [--] engagements


"@Keubiko @GerberKawasaki Next Chinese New Year when he's in Beijing Ross will just pull Xi aside at dinner and say "any chance you can knock off this whole ethnic cleansing deal I'm catching a lot of shit for it on Twitter back home.""  
[X Link](https://x.com/anyuser/status/1384347932464324614)  2021-04-20T03:27Z [----] followers, [--] engagements


"@JGreenwald86 One bath tub companion for every time you almost passed BUD/S training"  
[X Link](https://x.com/anyuser/status/1409182757926879234)  2021-06-27T16:12Z [----] followers, [--] engagements


"@Keubiko Maintain eye contact. Assert dominance by replying "the law of the jungle is universal.""  
[X Link](https://x.com/anyuser/status/1417476257546129417)  2021-07-20T13:27Z [----] followers, [--] engagements


"@dgoold Cards with ST pitching injury concerns and no good backup plans"  
[X Link](https://x.com/anyuser/status/1504925656936853506)  2022-03-18T21:00Z [----] followers, [--] engagements


"@ltmleverage @winsteadscap Sure but if you're a (non-AI) business you already knew that because your business kind of sucked. If you're a consumer you knew that because you felt pinched. I agree it's good to have the right numbers for historical macro analysis I'll give it that much"  
[X Link](https://x.com/TheNarrenschiff/status/2023503793296703551)  2026-02-16T21:04Z [----] followers, [--] engagements


"@InnocenceCapit1 @SHistorians Yeah would be subjective for sure. Dodging the various top-100 lists probably a good starting point but even on those lists I feel like there are courses you just never hear people talking about"  
[X Link](https://x.com/TheNarrenschiff/status/2023568291193634965)  2026-02-17T01:20Z [----] followers, [--] engagements


"@CP2Close I'm waiting for the DB square to get added: "what's a Bill Hwang and why are we unable to reach him about this collateral problem""  
[X Link](https://x.com/anyuser/status/1379208241373192199)  2021-04-05T23:04Z [----] followers, [--] engagements


"ALERT: DROOLERS ALL GETTING HIGH FOR 4/20 NO BID FOR SHITCOS CAUSES MARKET PANIC"  
[X Link](https://x.com/anyuser/status/1384522091207151623)  2021-04-20T14:59Z [----] followers, [--] engagements


"@Keubiko Imagine working that hard to disparage a company based on the views of its founder [---] years ago while thinking Tesla is cool and Elon is a swell guy. No one ever said the Goober was a good judge of anything though"  
[X Link](https://x.com/anyuser/status/1386371530305716229)  2021-04-25T17:28Z [----] followers, [--] engagements


"@TylerKepner @dgoold Which automatically also makes him the only player in MLB history with [----] hits [---] homers and multiple World Series titles to be DFA'd"  
[X Link](https://x.com/anyuser/status/1390388474851831811)  2021-05-06T19:30Z [----] followers, [--] engagements


"@BarryRoland19 Good thing RE is a frictionless low-transaction cost business"  
[X Link](https://x.com/anyuser/status/1402403399547637760)  2021-06-08T23:13Z [----] followers, [--] engagements


"How to PE: [--]. Go to datarooom. Everything you could ever want to know about the company is there. [--]. Make "quick n dirty" LBO model. Toggle cap structure and solve for IRR. [--]. If you still can't decide pay McKinsey $5mm for 200-slide deck on the company. [--]. Be highest bidder"  
[X Link](https://x.com/anyuser/status/1411003738815336449)  2021-07-02T16:48Z [----] followers, [--] engagements


"@WallStCynic If you had told me [--] years ago that Mr. Diogenes would be directing written communication to "apes" informing them "facts matter" I just plain wouldn't have believe you"  
[X Link](https://x.com/anyuser/status/1414669805634867201)  2021-07-12T19:35Z [----] followers, [--] engagements


"It was a busy but profitable day melting down bonds of companies we are naked short to falsify short interest reports then using our dark pool algos to ladder attack the baggies and steal their cheapies. God bless America"  
[X Link](https://x.com/anyuser/status/1415055811735400456)  2021-07-13T21:09Z [----] followers, [---] engagements


"When a Cam Girl who leads a moron army calls you a bad dog and says you need to be trained it might be time to start examining some life choices. (not a threat)"  
[X Link](https://x.com/anyuser/status/1469146948510883840)  2021-12-10T03:28Z [----] followers, [--] engagements


"@Keubiko A classic. What do you think Xi would do to a Chinese wealth manager who took a gov't stimulus spent it on a sports car then bragged about doing it and crapped on the poors on social media"  
[X Link](https://x.com/anyuser/status/1478450918261723137)  2022-01-04T19:39Z [----] followers, [--] engagements


"Maybe the real Fintwit was all the accidental Nazis we met along the way"  
[X Link](https://x.com/anyuser/status/1482461282037030919)  2022-01-15T21:14Z [----] followers, [--] engagements


"I'd like to meet the credit shops taking down [--] year AMC paper at 7.5% and find out what other credits they like"  
[X Link](https://x.com/anyuser/status/1488956021594894337)  2022-02-02T19:22Z [----] followers, [---] engagements


"@EnergyCynic @Keubiko One man's ecological disaster is another man's green energy as the saying goes"  
[X Link](https://x.com/anyuser/status/1490069211036766218)  2022-02-05T21:05Z [----] followers, [--] engagements


"I watched a guy jump out of the Met Life building from my seat in our lunch room in [----]. Long way to go until we get back there IMHO"  
[X Link](https://x.com/anyuser/status/1495885102106222592)  2022-02-21T22:16Z [----] followers, [---] engagements


"A strongly worded Dan Loeb letter would probably scare Putin more than this sanctions package"  
[X Link](https://x.com/anyuser/status/1496990110394552321)  2022-02-24T23:27Z [----] followers, [--] engagements


"@WallStCynic If you put a bunch of paper together for consumers pulling forward their purchasing power on a t-shirt can you get a AAA tranche I thought we played this game in 2007/2008 already"  
[X Link](https://x.com/anyuser/status/1502416436198838272)  2022-03-11T22:49Z [----] followers, [--] engagements


"@muddywatersre @ryancohen He sold dog food at a loss on the internet then someone paid a lot of money for it. Big Mark Cuban vibes"  
[X Link](https://x.com/anyuser/status/1504164733053812746)  2022-03-16T18:36Z [----] followers, [--] engagements


"Probably won't be enough liquidity when it hits the fan but will be interesting to watch how the mainstreaming of ATM offerings impacts the ability to realize credit-driven shorts in a recession. Magic balance sheet repair tool that preys on retail will be a new twist"  
[X Link](https://x.com/anyuser/status/1504244968583577609)  2022-03-16T23:55Z [----] followers, [--] engagements


"It's fun watching people posting under their own name work through stuff you last thought about in Philosophy [---] freshman year"  
[X Link](https://x.com/anyuser/status/1505749938084405248)  2022-03-21T03:35Z [----] followers, [--] engagements


"@BarbarianCap That slap hand was open just like Will's marriage"  
[X Link](https://x.com/anyuser/status/1508281904688209925)  2022-03-28T03:16Z [----] followers, [--] engagements


"Lots of bold talk of fiduciary duties from VCs who are the GPs of funds where the LPs have no right to replace them as GP if they do a terrible job"  
[X Link](https://x.com/anyuser/status/1515484400535937028)  2022-04-17T00:16Z [----] followers, [--] engagements


"Just watched an episode of The Deep End. I said "this show sucks. They made the cult leader too over the top and ridiculous." Then my wife said "this is an actual documentary." I couldn't believe it. Apparently this insane Teal Swan woman is a real "guru." Jeebus"  
[X Link](https://x.com/anyuser/status/1534724968470171651)  2022-06-09T02:32Z [----] followers, [--] engagements


"Texans and Californians finally agree on something"  
[X Link](https://x.com/anyuser/status/1567264776664801280)  2022-09-06T21:33Z [----] followers, [----] engagements


"All the M&A of the last [--] years justified with "everything is accretive if you finance with debt and rates are at zero" is going to be fun coming back around"  
[X Link](https://x.com/anyuser/status/1572652051045437440)  2022-09-21T18:20Z [----] followers, [--] engagements


"@friedoystercult @GrahamStephan Hes a RE investor with a lot of YouTube subscribers so obviously I trust him with analyzing complex multinational banks and their statutory capital situations"  
[X Link](https://x.com/anyuser/status/1576705939607912448)  2022-10-02T22:49Z [----] followers, [--] engagements


"I can't stand Elon Musk but that letter from Twitter employees makes me want to fire 75% of them"  
[X Link](https://x.com/anyuser/status/1584909305702191104)  2022-10-25T14:06Z [----] followers, [----] engagements


"@handlesman If I invent time travel I will be the most important human whoever lived. The if doing a lot of heavy lifting"  
[X Link](https://x.com/anyuser/status/1585268625849581570)  2022-10-26T13:54Z [----] followers, [--] engagements


"I dont like oil prices in the U.S. When theyre very low I let the producers go bankrupt and when theyre high I try to windfall tax em. And for some reason those E&P bastards just wont drill enough so I have to go beg the Saudis This not a serious national energy policy"  
[X Link](https://x.com/anyuser/status/1587120420502867968)  2022-10-31T16:32Z [----] followers, [---] engagements


"@QuisitiveInvest Combined with an ROE view its pretty necessary in industries like banking and insurance where earnings power is directly tied to capital levels. You could say youre looking at Tier [--] Capital or whatever instead but thats the same thing"  
[X Link](https://x.com/anyuser/status/1588144854864912388)  2022-11-03T12:23Z [----] followers, [--] engagements


"Fun times with adjusted EBITDA aircraft leasing addition: add back your asset impairments but don't back out your gain from asset sales. Creating an endless potential adj. EBITDA loop by writing down assets then selling them for higher than BV is very cool"  
[X Link](https://x.com/anyuser/status/1599450031689388032)  2022-12-04T17:06Z [----] followers, [---] engagements


"@Keubiko This has most of the elements of bagtivism"  
[X Link](https://x.com/anyuser/status/1605273134105767936)  2022-12-20T18:45Z [----] followers, [----] engagements


"Would you rather fight one Dutch-sized Indonesian or [--] Indonesia-sized Dutchmen"  
[X Link](https://x.com/anyuser/status/1612273436914585602)  2023-01-09T02:21Z [----] followers, 13.5K engagements


"Every. Single. Earnings call. Management: completely generic word salad response to a direct question. Analyst: "Thank you that was really helpful.""  
[X Link](https://x.com/anyuser/status/1630361772875038721)  2023-02-28T00:18Z [----] followers, 22K engagements


"@SaraEisen @NickatFP Please don't forget this fellow"  
[X Link](https://x.com/anyuser/status/1635320460706734082)  2023-03-13T16:42Z [----] followers, [----] engagements


"These mega-rich 🤡 are all saying basically the same thing: We made gobs of money the last decade with excess leverage / duration / risk. Now were looking at the downside of those choices. So we need a bailout. Not for us of course. For the system / America / middle class"  
[X Link](https://x.com/anyuser/status/1639099683564843009)  2023-03-24T02:59Z [----] followers, 51K engagements


"@BmhirschBrian @Keubiko Seems like the guy with the bill for a taxable distribution and shares in a private ShitCo worth $0 might be the one with a deficient intellect but opinions vary"  
[X Link](https://x.com/anyuser/status/1645069639519551488)  2023-04-09T14:22Z [----] followers, [----] engagements


"@buccocapital We must either support the fentanyl sellers in the their ignoble quest out of pity or round them up and hang them high in the street. No middle ground unfortunately"  
[X Link](https://x.com/anyuser/status/1645613355971796994)  2023-04-11T02:22Z [----] followers, [----] engagements


"My son just got his test results back for the talented and gifted program at school. 99th percentile in math. 99th percentile in reading. There was also a creativity section. It says [--]. I thought that must be out of [--] or something. No 7th percentile. He got in at least"  
[X Link](https://x.com/anyuser/status/1653552781406420993)  2023-05-03T00:11Z [----] followers, 26.1K engagements


"Watching high-quality growth HC get completely wrecked while FANG+ is up 60% on the year is wild"  
[X Link](https://x.com/anyuser/status/1658524079891021839)  2023-05-16T17:25Z [----] followers, [----] engagements


"Value sucks on up days. Value sucks on down days. Small caps suck on up days. Small caps suck on down days. We do small cap value. We are not smart. send tweet"  
[X Link](https://x.com/anyuser/status/1663924721455452160)  2023-05-31T15:05Z [----] followers, 15K engagements


"@fed_speak Hes a lot of things personified and Dunning-Kruger may be the nicest one"  
[X Link](https://x.com/anyuser/status/1665369140926750724)  2023-06-04T14:45Z [----] followers, [----] engagements


"If I was Emperor for a day all the Guys would be sent to Siberia. Net Worth can mean different things. Bob has $3M in equity in his house worth $4M. No other assets for simplicity. Net worth is $3M. Megan has a net worth of $3M due to her brokerage account [--] cash-flowing rentals cash and equity in a car wash business. Be Megan. Net Worth can mean different things. Bob has $3M in equity in his house worth $4M. No other assets for simplicity. Net worth is $3M. Megan has a net worth of $3M due to her brokerage account [--] cash-flowing rentals cash and equity in a car wash business. Be Megan"  
[X Link](https://x.com/anyuser/status/1669031299464536087)  2023-06-14T17:17Z [----] followers, 29.6K engagements


"Its odd to see these VC scammers who are in theory in favor of technological progress insist that all science including settled issues must be re-litigated every single time some dumbass comes along. Seems antithetical to making actual progress"  
[X Link](https://x.com/anyuser/status/1670571300597768192)  2023-06-18T23:16Z [----] followers, [----] engagements


"@ignore89039500 A few weekends ago at a wedding I was talking to a guy I hadnt seen in [--] years and he was saying he and his wife are into F1 and go to 2-3 races per year in Europe. So I watched the Austrian and GB Grand Prix first races Ive ever watched. My rake: dont worry its all yours"  
[X Link](https://x.com/TheNarrenschiff/status/1678990031376064514)  2023-07-12T04:49Z [----] followers, [---] engagements


"@UpslopeCapital Fixed it for you"  
[X Link](https://x.com/anyuser/status/1679225541549862913)  2023-07-12T20:25Z [----] followers, [----] engagements


"$MASI: "all you haters doubted us when we said we were moving into premium consumer audio." Investors: "well is it working" $MASI: "actually no. no it isn't.""  
[X Link](https://x.com/anyuser/status/1681061798756204544)  2023-07-17T22:02Z [----] followers, 13.7K engagements


"@VCBrags My team in Asia"  
[X Link](https://x.com/anyuser/status/1682012983172513793)  2023-07-20T13:02Z [----] followers, [----] engagements


"@chamath @wmcintyre84 @tiltwave I was at a giant tech company at just the right time to get rich for no reason and now I foist shady TMT garbage on retail to make money. Am I in the arena"  
[X Link](https://x.com/anyuser/status/1694023800646512738)  2023-08-22T16:28Z [----] followers, [----] engagements


"@VCBrags In my experience women love it when you say "hold on let me refer to my notes" in the middle of an argument"  
[X Link](https://x.com/anyuser/status/1729529521685049509)  2023-11-28T15:55Z [----] followers, 11.5K engagements


"@for_yield @sweatystartup He already called the team in Malaysia but they dont know how to do it"  
[X Link](https://x.com/anyuser/status/1736812894892044644)  2023-12-18T18:17Z [----] followers, [----] engagements


"DARIEN JUST VOTED 8-3 IN SUPPORT OF NOT CLOSING THE CARRIED INTEREST LOOPHOLE SAN FRANCISCO JUST VOTED 8-3 IN SUPPORT OF A CEASEFIRE RESOLUTION Its time for other cities to follow. ✊ https://t.co/HuSxSmahev SAN FRANCISCO JUST VOTED 8-3 IN SUPPORT OF A CEASEFIRE RESOLUTION Its time for other cities to follow. ✊ https://t.co/HuSxSmahev"  
[X Link](https://x.com/anyuser/status/1745129518660976772)  2024-01-10T17:04Z [----] followers, 80.6K engagements


"Im not an activist man Im an activist man"  
[X Link](https://x.com/anyuser/status/1757154084589596828)  2024-02-12T21:25Z [----] followers, [----] engagements


"@friedoystercult We've looked at a bunch of these the past 3-5 years. It's always the same. The business does $250-500k of "FCF." They want 5-7x. The owner doesn't have a salary and he works there [--] hours a week owns a lot of key relationships. They're all trying to sell you a job"  
[X Link](https://x.com/anyuser/status/1764663655725949135)  2024-03-04T14:46Z [----] followers, [----] engagements


"Long been an $AGM fan. Sold around $200 over the summer. There are very few things that can really damage lending to farms ranches & related infrastructure at 60% LTVs so you generally feel good about owning it over long time frames. Unless you have a moron President that is"  
[X Link](https://x.com/TheNarrenschiff/status/1973453191040868372)  2025-10-01T18:21Z [----] followers, [---] engagements


"@winsteadscap This particular story reminds me of $ASTH for some strange reason"  
[X Link](https://x.com/TheNarrenschiff/status/2016236408634048946)  2026-01-27T19:46Z [----] followers, [--] engagements


"Someone tell Cohodes to unblock me so I can root for him in his quest against David Sacks"  
[X Link](https://x.com/anyuser/status/1638646476317360134)  2023-03-22T20:58Z [----] followers, [----] engagements

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