Horizon

NYC TMT hedgie

[Horizon @_HorizonCapital]

@Teslaconomics @grok when was this video taken?

[Horizon @_HorizonCapital]

Just checking in on $TKWY. Ah, yes. As you were, fallen off the face of the earth.

[Horizon @_HorizonCapital]

@The1FighterJET Fine, okay. I'll add to my short.

[Horizon @_HorizonCapital]

$TKWY , the short that keeps on giving. Thanks @jitsegroen , making it too easy.

[Horizon @_HorizonCapital]

@The1FighterJET You only needed one option on the poll...

[Horizon @_HorizonCapital]

@InvestingSeva @jitsegroen No, it is pathetic.

[Horizon @_HorizonCapital]

@jitsegroen what a real legend! $TKWY -5% YTD, $DHER +56%, $DASH +46%, $UBER +27%. Still winning at being the worst, year-in and year-out. What is the point of being listed? Clearly $TKWY not being run for shareholders, that is for damn sure.

[Horizon @_HorizonCapital]

@ArjenA76 @delivery_zero How has the FCF definition changed?

[Horizon @_HorizonCapital]

@Rebrand_As_Y Not the tape you want to be missing in. Then again, it is $TKWY we are talking about. It trades like shit in any tape.

[Horizon @_HorizonCapital]

@4drant @JerryCap Fair. Just highlight what I think the narrative out here was/is.

[Horizon @_HorizonCapital]

@4drant @JerryCap No real hard evidence other than joining the dots I suppose. Few expert network interviews alluded to it as well.

[Horizon @_HorizonCapital]

@JerryCap @4drant

[Horizon @_HorizonCapital]

@JerryCap @4drant Comments around Braintree "growing profitably". i.e. more rational competitive environment which is good for Adyen given the concerns around competition in the US for them.

[Horizon @_HorizonCapital]

@InvestingSeva @jitsegroen Love how everyone gets so hyped up on hope before every result. Apart from major M&A, I can't see how there can be anything meaningfully incrementally that moves the needle.

[Horizon @_HorizonCapital]

$TKWY short: the gift that keeps on giving. Thanks @jitsegroen .

[Horizon @_HorizonCapital]

Okay, I might have my views but this is a bit stupid. Guy probably doesn't understand risk/reward all that well. $TKWY

[Horizon @_HorizonCapital]

@The1FighterJET I mean, $DHER is a near-ponzi and is still rated higher than $TKWY. I think you have your answer.

[Horizon @_HorizonCapital]

@Rebrand_As_Y @jitsegroen please listen to Crocs Guy. He makes a lot of sense. Time for some rationality at $TKWY.

[Horizon @_HorizonCapital]

@jitsegroen @InvestingSeva Is China "on the planet"?

[Horizon @_HorizonCapital]

@sidecarcap So true. One of the best examples being @jitsegroen $TKWY. Hands down.