Pat Connolly

Throwing spaghetti at the wall to see what sticks

[Pat Connolly @_Pat_Connolly]

+ Elon is going to juice the algo to promote unfathomable levels of FOMO

[Nate Geraci @NateGeraci]

If you want an early indication of how wild SpaceX IPO could be…

ProShares issued press release *today* indicating it plans to launch 2x leveraged SpaceX ETF on *same day* as IPO.

Will be other ETF issuers jumping in here as well.

[Pat Connolly @_Pat_Connolly]

The riches are in the niches

https://t.co/eMMqS7oRQS

[Pat Connolly @_Pat_Connolly]

Avio, another example of European stocks screening cheap but struggling to attract a bid

[Negligible Capital @negligible_cap]

SpaceX prospectus is expected to drop as soon as this week.

Space names are going crazy:

[Pat Connolly @_Pat_Connolly]

I like this pitch

My 2 cents: it doesn’t seem like $AVIO is great at any one thing (slow cadence of launches / decent payload capacity) BUT is 1 of N companies that can launch satellites amidst a worldwide space race

1.5x EV/Sales vs RKLB at 58x

+Defense missiles nice bonus

[Newmoon Capital @NewmoonCap]

It has been a while since I found a compelling idea. But I recently found one that I legitimately think could be a 10-bagger. The company is Avio S.p.A (AVIO IM).

https://t.co/12xW6NchpI

[Pat Connolly @_Pat_Connolly]

Have we witnessed any notable behavioral changes from retail investors since the advent of AI?

AI skews toward conservative, diversified portfolios. At the margins it seems this will decrease inflows to unproven small cap names & put a higher multiple on safer large caps?

[Pat Connolly @_Pat_Connolly]

Will take a lot more to shift consumer behavior but trending in the right direction

[Attorney General Ken Paxton @KenPaxtonTX]

🚨BREAKING: I launched an investigation into Lululemon over the potential presence of toxic "forever chemicals" in activewear.

[Pat Connolly @_Pat_Connolly]

I think $LULU investors should be nervous the brand is levered to questionable materials

Rhetoric like this will only grow over time, I find it difficult to believe brand loyalty is a moat against health concerns

[Pat Connolly @_Pat_Connolly]

@AndrewRangeley @_SeanDavid @AvoryCo Need a comment on Clear1 and its growth potential

[Pat Connolly @_Pat_Connolly]

@paulcerro @RoamResearch

[Pat Connolly @_Pat_Connolly]

@taketheLearly https://t.co/MMBYzf9Yxd

[Pat Connolly @_Pat_Connolly]

Premium egg pricing is really robust
~18% in 1996
~upwards of 200% in GFC
~100% today

[Pat Connolly @_Pat_Connolly]

It's time to start doing some SOTP valuations on $YOU

Who else is collecting, warehousing, and licensing biometric data to 3rd parties? (100+ partnerships to date)

Imo the Clear1 segments warrants a 25x + multiple given the margin profile / growth potential

[Pat Connolly @_Pat_Connolly]

@hcapinvesting I think it hinges on whether consumers want to experiment with new brands or not

For example I don't see any reason someone currently in the Zyn rewards ecosystem would churn

[Pat Connolly @_Pat_Connolly]

@Divergent7651 Makes me wonder if the nicotine pouch market will end up looking like the soda market -- dominated by a coke/pepsi type formula

Zyn has been the most coveted product for a decade+ now, how much longer do we need to this see before we declare it a 'timeless' formula?

[Pat Connolly @_Pat_Connolly]

@trygln88 Yeah perhaps it’s safe from vibecoding but not from adobe who ‘should’ win the signature market

[Pat Connolly @_Pat_Connolly]

Is $DOCU piquing anyone’s interest? 12x forward earnings

IMO the long tail of users / API connections insulates it from the vibecoding discourse

[Pat Connolly @_Pat_Connolly]

Until proven otherwise I typically assume lawsuits like this result in a slap on the wrist compared to a thesis altering penalty $RKT

https://t.co/BBx23E9ZhK

[Pat Connolly @_Pat_Connolly]

If they did a direct bank transfer to the people there’s really only 1 bank with the infrastructure to facilitate it…

[zerohedge @zerohedge]

Can pay every Greenlander $1 million and buy the island with just 2 months of tariff revenue.

[Pat Connolly @_Pat_Connolly]

From a risk-adjusted return POV I like the story for $GRLA

A small cap bank with a 50+ year operating history & 80% marketshare trading at ~1x book value, ~7% dividend, ~7x earnings...

What happens to this bank if the US really does 'acquire' Greenland?

[Pat Connolly @_Pat_Connolly]

Curious if this statement will have any market impact

[Disclose.tv @disclosetv]

NOW - Trump on taking Greenland: "I think we're gonna get it—one way or the other we're gonna get it."

[Pat Connolly @_Pat_Connolly]

@BowTiedBroke I’ll need a tour of your Airbnb empire too

[Pat Connolly @_Pat_Connolly]

@JoeVennare https://t.co/doOyzyZKU9

[Pat Connolly @_Pat_Connolly]

Lighting could be a fast growing category of consumer discretionary / health & wellness

If you're curious you could spend $30 on a light bulb experiment -- pretty low stakes where the worst case scenario is a functioning lightbulb, just an underwhelming therapeutic effect

[Pat Connolly @_Pat_Connolly]

If the price point gets low enough I can see this becoming more commonplace

[Bleacher Report @BleacherReport]

Tom Brady revealed that his current dog Junie is a clone of his late dog Lua, who died in December 2023, per @baileykrich 🤯

The dogs were cloned by Colossal Biosciences, a biotech company that Brady is an investor in, using blood collected prior to Lua's death

[Pat Connolly @_Pat_Connolly]

AR Glasses > bodycam for delivery drivers

https://t.co/Qhc05aczVy

[Pat Connolly @_Pat_Connolly]

For years WMT has been talking about delivering groceries & placing them directly into the fridges of customers -- nice to see $AXON bodycams are a critical component of gaining consumer trust (smart door locks are also necessary)

https://t.co/WgA7sYm75g