Inner Light Capital

[Inner Light Capital @InnerLightCap]

If Diller liked $MGM at $48 he must love it at $28 💰 💰 💰

[Inner Light Capital @InnerLightCap]

@CarsonTalkMoney $HOOD is the obvious choice

[Inner Light Capital @InnerLightCap]

@KGInvests_ Today. $63.

[Inner Light Capital @InnerLightCap]

@mario_cibelli @JerryCap $NFLX so much better than $UBER. $50B in FCF over 3 years vs. negative FCF and smashing into a robotaxi terminal cliff in 3 years.

[Inner Light Capital @InnerLightCap]

@Mr_Derivatives

[Inner Light Capital @InnerLightCap]

Doesn't it feel like $INDI is about to launch to $10?

[Inner Light Capital @InnerLightCap]

$NFLX “screaming buy”

[@jason @Jason]

Netflix is a screaming buy at these levels... just added 3,000 shares

They need to level up their content and figure out how to work with the BEST OF THE BEST

They can do that by giving a backend of Netflix stock to ELITE directors.

Give Nolan or Nathan $10M to direct their next film AND give them up to $50M in RSUs based on minutes viewed and box office.

... Netflix doesn't have to be only mid-tier content, and they don't need to have just one type of deal for creators.

[Inner Light Capital @InnerLightCap]

@ericjackson Do you still like $OPEN? You never post about it anymore.

[Inner Light Capital @InnerLightCap]

$ENPH announced the world’s first 900 V monolithic GaN bidirectional switch and you’re bearish?

[Inner Light Capital @InnerLightCap]

$TTWO at $200 could be the easiest ~20% you make all year

[Inner Light Capital @InnerLightCap]

$EQT buying $RRC is good for $AR $EXE. Think about it.

[Inner Light Capital @InnerLightCap]

@michaelsikand I won’t be alive in 2050.

[Inner Light Capital @InnerLightCap]

$NFLX churn is only ~2% a month despite lower engagement. @BillAckman’s “utility-like” thesis still holding.

[Inner Light Capital @InnerLightCap]

$TTAN +41% over the past month

[Inner Light Capital @InnerLightCap]

$TTAN at ~$5B is a gift. Category-leading vertical SaaS, 70%+ margins, still compounding. Exactly the profile that ends up on the desk of @OrlandoBravoTB. Watch this one.

[Inner Light Capital @InnerLightCap]

@BillAckman (finally) wins

[Three-Legged Stool @valiovalentino]

Icahn's legacy has been damaged.

The irony is that he spent decades arguing that companies should unlock value for shareholders.

[Inner Light Capital @InnerLightCap]

$NFLX is going to generate $50 billion in FCF over the next three years and you're bearish?

[Inner Light Capital @InnerLightCap]

@advisors_abcz But why not just $SPCX? Or just this one?

[Inner Light Capital @InnerLightCap]

@advisors_abcz What’s your thesis on $RKLB?

[Inner Light Capital @InnerLightCap]

@advisors_abcz @ysl_mask Fair point.

[Inner Light Capital @InnerLightCap]

When does $PL buy $BKSY and officially become a monopoly?