Beeli Capital

Analyst seeking to analyze the world. Target signal/noise greater than 1.

Twitter fix your string validation for "invalid characters."

[Beeli Capital @BeeliCapital]

@signulll @DKThomp "... the number of matchmakers registered in the Global Love Institute's database has grown from about 1,000 just six years ago to over 10,000 today."
The article definitely implies demand is higher, but I agree that I'm not completely convinced.

[Beeli Capital @BeeliCapital]

https://t.co/TjCXLY3oIn

[Beeli Capital @BeeliCapital]

https://t.co/MZ9HO5pQyE

[Beeli Capital @BeeliCapital]

This is awesome! The games are quite fun (although the Balatro for dice is complicated and not the clearest UI, I haven't truly figured out the game yet). The travel map is amazing.

[Ethan Mollick @emollick]

I've had access to Fable for a bit. A genuine jump in capability, I could feed it a 15 page design document for a project and it would work for 9+ hours and deliver terrific results.

But working with it is weird & weirder is coming

Lots of examples: https://t.co/HptkYunBzr

[Beeli Capital @BeeliCapital]

@RampCapitalLLC I guess so. In fairness, my purchases are more domino's, kids stuff, and less expensive golf stuff.

[Beeli Capital @BeeliCapital]

Value investing isn't dead, you just can't rely on other investors to increase the multiple for your stocks. Here's how value investing actually works.

https://t.co/imSVmOXARK

[Beeli Capital @BeeliCapital]

@finphysnerd Devil's advocate: very low EV/Sales (0.25) and $230M in Cash on balance sheet. Strong consumer facing brand and some meme-potential. Definitely rather be short than long, but I'm looking for a higher entry. Also FCF positive before SBC, so more dilution than financing pressure.

[Beeli Capital @BeeliCapital]

@calvinfroedge Did the most recent earnings support your thesis? Looked like 1% growth y/y and guide down of 3% for this coming year. Don't know well, just trying to learn a little more about the biz.

[Beeli Capital @BeeliCapital]

I do agree that if you know what hotel you want, then booking directly should in theory be as cheap or cheaper (ex-loyalty). I think they benefit from aggregator advantages and generally require hotels best prices to also be available on https://t.co/DtUsmlMvgx (like AMZN does)

[Beeli Capital @BeeliCapital]

Interesting take: https://t.co/tfOdqMfNNL

I'm long $BKNG and think it provides a lot of value whether it's the loyalty program, customer service / returns, or ability to filter through the hotels that I'm looking for.

[Beeli Capital @BeeliCapital]

I'm assuming this is tongue-in-cheek. Otherwise, your investment banking takeaways and mine were polar opposites.

[Denver Rayburn @DenverRayburn]

@harleyf @patrickbjohnson @bebullish The most fulfilling part of the whole thing: sending diligence request lists to the Lazard deal team at 2am. I'd been the analyst on the other side of that exact email a hundred times when I worked there. Now I was the client.

[Beeli Capital @BeeliCapital]

@BreakoutPoint @NMRtweet I made a post on 5/14 and then tweeted on 5/15 https://t.co/GRyF46GW6w

[Beeli Capital @BeeliCapital]

I put out a skeptical post on $POET yesterday: https://t.co/3bkmcYvdmX

Today Night Market Research put out a short report and the stock is down 14%: https://t.co/IEyGYifUQM

A lot of that is short-term noise, but I still predict long-term problems for POET and POET shareholders!

[Beeli Capital @BeeliCapital]

@pennycheck @POETtech $40M when I published this piece on 5/14! https://t.co/3bkmcYvdmX

[Beeli Capital @BeeliCapital]

I put out a skeptical post on $POET yesterday: https://t.co/3bkmcYvdmX

Today Night Market Research put out a short report and the stock is down 14%: https://t.co/IEyGYifUQM

A lot of that is short-term noise, but I still predict long-term problems for POET and POET shareholders!

[Beeli Capital @BeeliCapital]

@ByrneHobart I audited courses for fun when I was in college; you've just never heard of me. Now I'm not as near a college and busy with work and family. I think the Sean Parker types are pretty rare, and there's a reason for his depiction in the social network as going after co-eds.

[Beeli Capital @BeeliCapital]

@valuations_ A lot of the profits come from the software sales, and those probably improve as they have more marquee releases this year and next year, but I've still been avoiding for now. https://t.co/CgjIcTlINF

[Beeli Capital @BeeliCapital]

@TechFundies Yeah, as mentioned, Bloomberg is about 10x this price. Have you looked at @CanalystModels? That can be a little bit more reasonable but likely still above $200/mo.

[Beeli Capital @BeeliCapital]

@fiscal_ai @TechFundies Does it have an Excel add-in?