flexman22

Analyst.
Looking for inflections and dawg management.
Sizing and entrypoints matter

[Sahil Bloom @SahilBloom]

https://t.co/5XlFZaoXBZ

[flexman22 @fleximan2222]

@UCompounders @DeepSailCapital What gives you so much conviction in management execution beyond the past

[flexman22 @fleximan2222]

@finphysnerd Korean corporate governance movement is on now

[flexman22 @fleximan2222]

@moneyflowinvest Is the Wise line isolated for just Consumer? Otherwise not like-for-like

[flexman22 @fleximan2222]

@_balaji_km WHY DON'T YOU make some open market buys

[flexman22 @fleximan2222]

@ragingbullcap anywhere I can see the maths with the PF acquisition?

[flexman22 @fleximan2222]

@Uzocapital where was the commentary around re-accel?

[flexman22 @fleximan2222]

@thespencerwalsh Love this dashboard

[Paul Enright @pmje73]

I created this slide 11 years ago. Need to update it for a commoditized intelligence world.

[flexman22 @fleximan2222]

@evantindell No when you mention UMG trades 14x and seems reasonable. Not disagreeing! just commenting on potential bias if looking at that statement in isolation

[flexman22 @fleximan2222]

@TechFundies Not disagreeing with your overall conclusion but possibly because NOW is higher ROIC/ capital light software vs hyper scalers

[flexman22 @fleximan2222]

@SowingAlphaSeed How do you think about “moving the needle” or being able to meaningfully outperform the market with position sizes at this quantum

[Braden Dennis 📊 @BradoCapital]

@BillBrewsterTBB MSFT is a buy as a numbers guy

MSFT is a sell as a product guy

[flexman22 @fleximan2222]

@danbakalarz you definitely got AI to edit this

[flexman22 @fleximan2222]

@DrewCohenMoney How are personal agents not one of the 5 call options?

[flexman22 @fleximan2222]

@lngspt @ContrarianCurse What examples of mistake from declining user growth? I can only think of examples where market was right over time

[flexman22 @fleximan2222]

@HugoNavarroPer2 Have you flown to meet $CCLD yet

[flexman22 @fleximan2222]

@ragingbullcap @ReneSellmann Problem is market is fixated on DAU growth, which is fair to some extent (speaks to durability of engagement over long term) - and there is major uncertainty in this metric in short term (re dependency on Google)

[flexman22 @fleximan2222]

@HiddenGemsInves Have a look at Amcomri- hidden gem in UK