Steven Santos

CEO of Santos Capital Investment. Pokemon VGC. Competitive Pokémon player and value investor

[Steven Santos @SantosCapital]

Went 5 and 3 in my first ever regional. I have to give a big shout out to @JoeUX9 for helping me build a team, being patient as a coach, and sharing all his knowledge with me at the literal end of the day after he’s been coaching for 7 hours.

Looking forward to NAIC!

[Pop Base @PopBase]

One year ago today, Zara Larsson released ‘Midnight Sun.’

[Steven Santos @SantosCapital]

Boomer origin stories are always like…

[Finding Compounders @F_Compounders]

Steve Schwarzman on how he landed his first job on Wallstreet in 1969

[Steven Santos @SantosCapital]

@Rabadash2 You forgot the part where I said walk 2 hours a day. Not sure what you mean by normal. When does have unlimited food that we can consume whenever we want normal?

If a person ate what they burned from their basal metabolic rate plus physical activity they wouldn’t gain weight

[Steven Santos @SantosCapital]

@TheStalwart @conorsen The more impressive status symbol will be losing weight without drugs because it shows you have the time and resources to spend throughout the day to dedicate to losing weight.

Plus studies are already showing that GLP 1s are bad for your resting heart rate (increase it)

[Steven Santos @SantosCapital]

@Rabadash2 I doubt that. 1) people are notoriously bad at tracking their caloric intake (very often underestimating how much they eat) and 2) actually not getting in enough movement throughout the day (15 minutes of weightlifting barely burns any calories. Try walking 2 hours per day)

[Steven Santos @SantosCapital]

@Tintincapital How are you calculating the 300% upside ? I’m seeing these put options for June 17 2027 at 530 with a pretty high delta

[Steven Santos @SantosCapital]

@InvestSpecial $SOXX OTM puts still don’t look cheap still given that the delta isn’t below .1 how I would want

[Steven Santos @SantosCapital]

@OddStats @improvingtrader If one were to specifically avoid these call options what DTE should we be really avoiding?

[Steven Santos @SantosCapital]

@Alan_Couzens I’m trying to do CrossFit while keeping my HR under zone 2. Means a lot of lowering the weights and slowing down. Also keeping my 2 hours of walking and biking in.

Will let you know how it goes but I see more muscle definition after 11 months

[Steven Santos @SantosCapital]

@firstadopter Except Warren intentionally avoided buying Disney…

[Steven Santos @SantosCapital]

@izzyonit SEC filing shows Net Sales of 38.39M not 34.2M

[Steven Santos @SantosCapital]

@careywfindley @AdrianSuarez23 @uniquemoviemom You mean the Vader who force choked and killed someone at the beginning of ANH?

[Steven Santos @SantosCapital]

@ecommerceshares Barrons was trying to push a short squeeze article on this name as well…

[Steven Santos @SantosCapital]

@Alan_Couzens Hey Alan! Unrelated but I was curious what you thought of the training Chris Henshaw does predominantly with CrossFitters.

Thank you!

[Steven Santos @SantosCapital]

@planert41 Collab with $NVDA

[Steven Santos @SantosCapital]

@vanhaley_yt And did you study?

[Steven Santos @SantosCapital]

@pdamodaran @RLx6o I don’t believe 3) was a gotcha question.

Any true Capital allocator knows that reduction in DILUTED share count is the only thing that matters

[Steven Santos @SantosCapital]

@TheYisusOne

[Steven Santos @SantosCapital]

@BlackberryNews I'm selling all my remaining shares of $bb

FY27 guide only shows 6% growth on lower end of Total revenue (10% for QNX)

Def. Rev down $161.5M to $138.5M (struggled to sign on new business)

Backlog growth only 10% ($865M in '25 to $950M in '26). This is no🚀🚀

[Antonio Costa @ACInvestorBlog]

$BB BlackBerry Reports Fourth Quarter and Full Fiscal Year 2026 Results

Reports 10% year-over-year revenue growth for the quarter; returns to top-line growth for fiscal year 2026

Records eighth consecutive quarter of improvement in GAAP net income; reports operating cash flow of $45.6 million, up 9% year-over year

QNX reports record quarterly revenue of $78.7 million, up 20% year-over-year and 14% for the full fiscal year; QNX grows royalty backlog to $950 million and achieves Rule of 401 for both the quarter and the full fiscal year

Secure Communications returns to year-over-year revenue growth for the quarter, driven by accelerating demand for digital sovereignty solutions and expanding defence budgets

[Steven Santos @SantosCapital]

@ACInvestorBlog How could the stock price move when they are only guiding top line revenue growth of 10% for 2027?

Growth is almost nonexistent so share price doesn’t really command a higher multiple