AP

L/S

[AP @inactive346677]

@CornCapital_ We need to see glide path next earnings I’m confident though

[AP @inactive346677]

Consumer discretionary repeat of q3 last year into earnings

[AP @inactive346677]

$RDDT a short here bull thesis on licensing so stale and nothing has changed fundamentally with logged in. Mature ad biz is baked. Impressions accel from here face tough comps.

[AP @inactive346677]

@the_zack_zhu Street needs ecomm acceleration and gaming stabilization (at least) as well as Adam getting back to beat and raise cadence. Whether or not app is a capital efficient business isn’t what street needs to see

[AP @inactive346677]

@Mentatso @FundamentEdge Gabe Plotkin entered the chat

[AP @inactive346677]

@coatuemgmt @leopoldriskmgmt @noahrshinn 80% retention rate for sharing one piece of info is crazy

[AP @inactive346677]

@Invesquotes over investing for growth earning sub par ROIC that investors not looking through, cyclical company at industry trough with returns normalizing, inverted shorts with downside off the table/expectations reset, street thinking in absolutes sell off mispricing

[AP @inactive346677]

@AltayCapital Indirect take rate like 0-5% and they’ll just get pushed down the funnel

[AP @inactive346677]

@tbo1789 Gladstone? Then again heard mixed abt Pm

[AP @inactive346677]

@outerbridgecap @cncapital123 Don’t think ads will work given failure of previous brand collabs and structure of how the game is optimizing for playing even lapping grow a garden/steal a brainrot peak 25 comps, 2 week CCU accel on top 10 games doesn’t look great.

[AP @inactive346677]

@partners_road @JaredKubin Maplelane respect

[AP @inactive346677]

@outerbridgecap Amazon dsp taking share

[AP @inactive346677]

@OnodaCapital Chase Coleman

[AP @inactive346677]

@OnodaCapital every podcast is just "if you think about it from first principles" and "orders of magnitude"

[AP @inactive346677]

@vivekmehtagyat U r still outperforming every legacy Tiger cub

[AP @inactive346677]

$fig Wtw with the inverted shortss

[AP @inactive346677]

@evrgn11112231 Stickiness does not necessarily correlate to monetization. I.e. $SNAP , I am bullish $meta in the future (bag holder had 2 trim losses) but market refuses to pay premium multiple for Zuck spending. Even with back of envelope math on whatsapp and subs

[AP @inactive346677]

Direct booking from hotels should compress margins.. leadership leaving to competitors…in general trips trending shorter windows and lower ticket…no slice of the pie overseas

[AP @inactive346677]

$expe short stock near ath… 3p data showing bkng blowing them out of the water with GB this q…model take rate decel (it’s been flat at 12%) with space increasingly competitive… $ABNB expanding into hotels ss modeling every 1 pt gain in OTA = ~70 bp hit

[AP @inactive346677]

$snow long here? Coco still early in ramp…databricks proof of concept and roi solid but expensive and engineering heavy…see path for more use cases/pipelines with stack ons