Top Tweets for #YAVP
In this clip from #YAVP episode #328, @orel2589 discusses what he thinks the market is missing at $CLBT
In this clip from #YAVP episode #323, @ByrneHobart and I discuss @RayDalio's comparison of today's world to pre-WWI / WWII geopolitics.
In this clip from #YAVP episode #322, @yummyCenturyEgg discusses $SATS potentially enormous spectrum value
In this clip from #YAVP episode #319, @RecurveCapital discusses what he thinks the market is missing at $CCOI and why the hardest part of the integration might be in the past.
In this clip from #YAVP episode #318, @BR_Kelleran discusses Sable and why he thinks the opportunity to invest in a domestic producer with "Saudi economics" is so interesting $SOC
In this clip from #YAVP episode #314, @PitchThePM discusses what he thinks the market is missing at $TUSK
In this clip from #YAVP episode 310, @CliffordSosin breaks down why self-driving cars aren't a threat to car ownership (and by extension $CVNA's used car market)
In this clip from #YAVP episode #300, @HiddenGemsInves discusses what he thinks the market is missing at $SEG
In this clip from #YAVP episode #293, @KerrisdaleCap discusses what he's seeing that the market continues to ignore at $ACMR
In the clip from #YAVP episode #291, Redwood's Shaul Rosten explains what he thinks the market is missing at $AYV.FP
In this clip from #YAVP episode #290, Windward discusses what they think the market is missing with the $GRPN turnaround story
In this clip from #YAVP episode #289, @JeremieEO
from @SemiAnalysis_ discusses the demand from AI for data centers and electricity on the heels of DeepSeek.
In this clip from #YAVP episode #288, @shomikghosh21 discusses why he thinks the market is missing the long term potential for $KPG.AX
In this clip from #YAVP episode 287, @RecurveCapital discusses what he sees that he thinks the market is missing in $CVNA
In this clip from #YAVP episode #286, @1MainCapital discusses why investors are so skeptical of $IWG.L despite the huge insider ownership and history of calling the industry's future
In this clip from #YAVP episode 285, Rory Wallace discusses what he thinks the market is missing at $ALLT
In this clip from #YAVP episode #281, @AsifSuria what he's seeing at $PEB that he thinks the market is missing
In this clip from #YAVP #280, @Jake___Barfield discusses what he's seeing that he thinks the market is missing at $INPST
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