ShrekCap

Another anonymous buyside analyst. Moats in the swamp.

[ShrekCap @ShrekCapital]

@paperstrategy_ super hyped for this strategy https://t.co/eU2uVtMSMo

[ShrekCap @ShrekCapital]

@paperstrategy_ governance vote is smooth https://t.co/eU2uVtMSMo

[ShrekCap @ShrekCapital]

@usehotbot @0xKyuubi @clawpumptech super hyped for this https://t.co/aaihodbW1D

[ShrekCap @ShrekCapital]

@usehotbot @MCGlive @clawpumptech @0xWhoismax @elijahintek huge update for $HOTBOT https://t.co/aaihodctRb

[ShrekCap @ShrekCapital]

@streamoors need more $STREAM before the next drop https://t.co/VZisl1IbmF

[ShrekCap @ShrekCapital]

@ClarkCountySch Moo

[ShrekCap @ShrekCapital]

@FundamentEdge FExWITG

[ShrekCap @ShrekCapital]

@InnocenceCapit1 @TheGribblerOG I demo’d both the 88 and 93 a couple seasons ago and loved them, slight edge to the 93 but both felt great underfoot.

Fwiw, I’ve had the Atomic Vantage 90 Ti as my everything ski for years before I bought a pair of Kastle ZX108s after a particularly embarrassing powder day.

[ShrekCap @ShrekCapital]

@NLRG_it QVC / HSN “best customers” (20+ items purchased annually) make up ~18% of customers and 75%+ of revenue

[Michael Mauboussin @mjmauboussin]

We have a new report out today. This one extends our analysis of the return on invested capital (ROIC) for public companies in the U.S. and updates the data to cover the years 1990 to 2022. https://t.co/4cS8q53q4L

[ShrekCap @ShrekCapital]

@buysidebogey @JerryCap +1 on shuffling segments. I remember looking at $NWL years ago and it felt like they changed reporting every quarter

[ShrekCap @ShrekCapital]

@BazCap Thought this post was an interesting look at trends https://t.co/2kZDanSalv

[CVC.ai @CVCResearch]

What gets me here isn't just that the $ROKU CFO left half a yard in an uninsured checking account, as dumb as that is. It's also that the CFO was foregoing $20M+ of risk free annual FCF by keeping cash there earning nothing. Ugly P&L could use that +income
https://t.co/W1C5TlVV3A

[ShrekCap @ShrekCapital]

@FoolAllTheTime I’ve been taking this for sleep and it really works https://t.co/Ajcs8CnMkn

[ShrekCap @ShrekCapital]

@stockthoughts81 @SleepwellCap +1 especially if including LatAm

[ShrekCap @ShrekCapital]

@jclarkson203 https://t.co/maaRl1HkWx

[ShrekCap @ShrekCapital]

@elonmusk I started taking Portal Dream before bed (https://t.co/qqU5vVeVQE) and saw a dramatic increase in my quality of sleep. All natural feels like magic

[ShrekCap @ShrekCapital]

@elonmusk I started taking Portal Dream before bed (https://t.co/qqU5vVeVQE) and saw a dramatic increase in my quality of sleep. All natural feels like magic

[ShrekCap @ShrekCapital]

@paul_k_0907 @InvestiAnalyst @JerryCap @BucknSF And by end customer I primarily mean the sellers / site owners, but there is also considerable UX friction in bigc that hurts the actual sales process a lot more than with sites build on shop

[ShrekCap @ShrekCapital]

@paul_k_0907 @InvestiAnalyst @JerryCap @BucknSF If anyone tells you that bigc is a substitute for or can compete against shop with the end customer, they have not spent any time on either platform. It is night and day for users

[ShrekCap @ShrekCapital]

@nachkari We surveyed 2000 Ford owners and 100% of them own fords