Brant Prewitt

Just a guy

[Brant Prewitt @Bprew7]

What are the odds $goog manages to close positive today, or at least well higher by the end of week?
I will be fascinated to learn where their capex lands over the next 2-3 years...

[Brant Prewitt @Bprew7]

I continue to believe there is a ton of value in the assorted Nintendo IP relative to the sub $40b enterprise valuation today. $ntdoy Roughly 25% of market cap in cash to ride out memory price issues and await marquee game releases for switch 2.

[Brant Prewitt @Bprew7]

Nintendo at ~$40b enterprise valuation screams extremely cheap to me relative to the IP catalogue and strategy going forward. Maybe that's ~20x earnings next year on an enterprise basis, but look at the takeout comps in gaming in recent years, compare IP quality, etc. We'll see.

[Brant Prewitt @Bprew7]

I would really love to get in touch with someone that understands $gcts very well. I've had some really interesting conversations this month, but I don't feel I've gotten to the depth I need to understand potential adoption of this new chip.

[Andrew Walker @AndrewRangeley]

The $GME deck for $EBAY looks like what a college senior trying to pass Finance 301 with a solid C+ would put together

[Brant Prewitt @Bprew7]

@compound248 @andrewrsorkin What a bizarre exchange.

[Brant Prewitt @Bprew7]

I've had some losses that sting over the years, no investor escapes that. But the loss on Spirit airlines hurts the most in light of today's headlines.

[Brant Prewitt @Bprew7]

@invertedfragil1 Going through it currently brother... It's thrown me harder than anything I could have imagined. But a day at a time it gets better. I have 2 small boys, and starting to feel the peace of being a wholly undistracted dad helps. Keep your chin up friend.

[Brant Prewitt @Bprew7]

Sub $50b EV for $ntdoy is beginning to look extremely attractive. I continue to add. Extremely valuable IP, early Switch 2 success with biggest game releases still on the horizon. And waking up an IP flywheel strategy that had long been neglected.

[Brant Prewitt @Bprew7]

@compound248 Question is whether opportunity is being created. I did reasonably well buying a handful of retailers after the Amazon whole foods deal was announced.
I strongly suspect I'd fare far worse if I tried to wade into this in a meaningful way though. I'm too dumb for software.

[Brant Prewitt @Bprew7]

The $wix collapse after their massive move to buy in almost 1/3 of the float is fascinating. Anyone close enough to have a solid conversation on this name?

[Alex @mustang_cap23]

Hey guys, a change in strategy eliminated my role today so looking for a new gig

Can give more details in private but 3 YOE doing L/S at a FO and another yr or so interning at a $1B+ HF

Will move anywhere

[Waymo @Waymo]

We’re moving the needle 📈 We’ve officially doubled our paid rides per week in less than a year. This is what responsible and effective scaling of autonomous technology looks like.

[Brant Prewitt @Bprew7]

The recent Bloomberg article about $ntdoy Switch 2 demand woes does not concern me on bit as someone hoping to own this name for years. The new pokemon world builder appears to be a hit, and Switch 2 mainline Mario, Zelda etc will grow the user base when the time eventually comes

[Brant Prewitt @Bprew7]

I have a genuine curiosity what market will look like for $gcts 5g chips over time. Anyone following closely? Perhaps those that were in the weeds once upon a time on $gogo?

[Brant Prewitt @Bprew7]

@forwardshortleg Frankly, I'll probably add a tiny bit. I'm no expert in this field by any means. They seem to have a high quality product and we know Adobe was willing to pay ~twice current price for them not very long ago. That's the whole thesis I'm afraid.

[Brant Prewitt @Bprew7]

Figma one of the most rapid 30% gainers I've had.... and it's sized such that it isn't even a rounding error on a rounding error lol. Typical

[Brant Prewitt @Bprew7]

Spending a few minutes brushing up on $bkng this morning, but inclined to be a buyer before noon. On ttm dividends+buybacks it's a 6.5% yielding asset with growth, and a long track record of being a well-managed true compounder. I've bought worse, I know that much lol.

[Brant Prewitt @Bprew7]

@RealJimChanos Follow ups? What a novel idea... These analysts didn't want to ask anything. The lone question on related parties etc was basically "here's the set, tell us what we want to hear". Zero probing.

[Andrew Walker @AndrewRangeley]

That is... quite the pay package / 5 year price target over at $RELY

@mario_cibelli