Baz

sharing ideas, VC rookie

[Baz @bazmtz]

$dave +46% from there

[Baz @bazmtz]

Cheapest stock out there

[Baz @bazmtz]

@RJCcapital $DAVE: AI cash-flow underwriting + digital infrastructure = high-leverage fintech delivering faster, cheaper alternative credit that beats banks for America's underbanked paycheck-to-paycheck crowd.

[Baz @bazmtz]

Cheapest stock out there

[Mindset for Money @Mindset4Money_X]

Not that anyone cares but $DAVE just reported INCREDIBLE preliminary Q4 results.

- They beat Q4 revenue guidance by 6%, +62% YoY
- They beat Q4 EBITDA guidance by 16%, +118% YoY
- Delinquency rate of 1.95%-2% - AMAZING
- MGMT ALSO SAID 10% CC CAP IS A TAILWIND

BULLISH

[Baz @bazmtz]

@NestBetter $BLNE providing realestate liquidity through fractional equity sales

[Baz @bazmtz]

@theficouple They can now avoid the refinance and sell a portion of their home equity via $BLNE and maintain residence/controlling ownership of the home with no ongoing payments

[Baz @bazmtz]

@amitisinvesting The BNPL/EWA sell off due to high beta + credit card caps (that don’t impact them, actually is positive ) is where the value is at

[esk @_esk_kse_]

bro they out here rugging orange juice

[Baz @bazmtz]

@amitisinvesting $FTAI cleared the audit, ath coming after earnings next week

[Baz @bazmtz]

@jimcramer Jim I am just trying to buy what you’re selling, stop yapping

[Baz @bazmtz]

@AutismCapital $TSSI

[Baz @bazmtz]

@EmilVbf @amitisinvesting Fintwit is still finding $NBIS

[Baz @bazmtz]

@jimcramer Just put the ticker in the bag 🔄

[Baz @bazmtz]

@GrindeOptions Share count is the most irrelevant metric when comparing companies. I could not think of a more useless piece of data.

[Baz @bazmtz]

@amitisinvesting $tssi been cooking

[Baz @bazmtz]

@doomerzoomer My absolutely fully baked valuation was 12x forward ARR at the high $1bn. That was c.$60 a share. There is a lot of execution risk in that

[Baz @bazmtz]

@doomerzoomer Ofc - and if I find anything net new I’ll contribute to the cause

[Baz @bazmtz]

@doomerzoomer GPU rent from $8 to $2, and will likely trend lower. The payback period is 1 year, so it’s really a case of can Nebius max out utilisation and stay ahead of the curve. Tbh valuation is getting frothy after the German trading over night