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MI Capital
MIcapital2
$FB vs. $TWTR (short thread)- FB grows faster (27% rev growth vs. TWTR 14% in 2019)- FB holds up better in downturns (FB flat in April vs. TWTR down 20+%)-
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LST
LongShortTrader
The last time we had a super high conviction long position in $TWTR, short interest was very high. Short interest is currently low.What's the bear case for $TWTR, why, and
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Really Unsarcastic Daniel
Crussian17
$twtr obviously going to be bad today & as part of that im going to take big losses but now sentiment in mid 50s is extremely negative so thought id
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Nancy Levine 🌊
nancylevine
.@BlackRock is the 3rd largest investor in Twitter with more than $1 billion in $TWTR stock. BlackRock CEO Larry Fink warned portfolio companies: Make a "positive contribution to society" or
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Really Unsarcastic Daniel
Crussian17
Thoughts on social media/metrics:$pins reports monthly active users (MAU’s)- user logged on once in a month$snap reports daily active users (DAU’s)- user logged on once a day $twtr reports monetizable
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Adam Singer
AdamSinger
There's only 4 possibilities for $twtr:-Jack FT CEO -Jack to SQ, new FT CEO-Nothing changes (I don't see it now that they have activist)-Msft picks it up, lnkd/bing/twtr ad stack
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👀🥀
__laibay1
Question answer thread start krty hyy Ur name City Qualification City where u live Fav colour Fav city Fav person on twtr Dream place Place last visited Quarantine routine Anything
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Fat Tail Capital
FatTailCapital
As 3Q ends, I look forward to another round of the same 13-Fs with the same 100 holdings. Here's a preview of holdings by manager:Tiger Cub/80% of the performance of
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Zero Liability Capital
ZLCap
Everyone is a Fed expert & knows if it is an inherently good or bad institution. Slinging around regurgitated talking-points learned by reading @ BlueCheck's TWTR Fed thread.Let's take a
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Drew A Blank
HWKammers
Here's an idea 2 organize #RedpillResearch on Twtr:If Uve done a #DeepDive Research Thread, repost it using the hashtag #DiveInto (Target Name) so that those threads will align under
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ѕαм🇵ðŸ‡
casido_1315
Marion Adrian FloresA FVCKING THREAD (not for clout); nagstart po toh sa gc ng isang twtr fam which is first twtr fam ng friend ko then yon tumagal naman po
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eya ♥︎ treasure aus ^.^
parkjwooyuh
– philhealth home screen lock screen twtr tl twtr dm drafts... hehehehe muted acc blocked acc trends last song you listened to notifs notes gallery apps last call -
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Joel Bocko
LostInTheMovies
Lots of thoughts about this. Here's two: 1) This really puts the minimum wage fiasco of a couple months ago in sharp perspective; 2) Bernie & others should rally in
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John Huber
JohnHuber72
Companies like Etsy, Shopify, Twitter, and yes, Facebook are helping democratize economic opportunities. I think it's the opposite of the centralization-of-power narrative that focuses on the pitfalls without acknowledging the
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Christian Reshoeft
reshoftc
$SHOP $SQ $TWTR going fully remote, and $FB $GOOG iterating towards a more remote workforce is going to change the landscape significantly. In the long term, this movement is going
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John Street Capital
JohnStCapital
1/ If $AAPL really wants to make a splash in fitness they should roll up $NLS, @Hydrow_by_CREW, & @tonal & have a complete end-to-end product offering integrated with the AAPL Watch +
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