Jonah

Private market investor | Tweets are not financial advice nor do they reflect the views of my employer

[Jonah @jonahporter]

@HighyieldHarry Banking is a better risk adjusted career at the moment. Once you complete your analyst years your life gets a lot easier. Most places you can get away with being a mid associate versus switching to PE where you have rebuild the goodwill and don’t have analysts below you.

[Jonah @jonahporter]

@Jack_Raines Great book so far. Have read about half of it

[Jonah @jonahporter]

NYC anti-data center propaganda

[Jonah @jonahporter]

@MrBeast 5,557,890

[Jonah @jonahporter]

5 years from now Elon will IPO Twitter for over $100b

[Jonah @jonahporter]

Late to post. Long $QXO

Bought in at $20.

1. World class management team
2. Bringing tech enabled platform to a fragmented and antiquated industry

Additional details coming

[Jonah @jonahporter]

Dara and his team are working hard to increase FCF. I expect then to make a few acquisitions over the next few years with a more favorable m&a environment and strong balance sheet

[Jonah @jonahporter]

Long $uber. Self-driving card is still years away from mass adoption

[Jonah @jonahporter]

Uber undervalued compared to peers assuming uber valuation is on par with DoorDash leaves uber’s ride business valued at around $60b for the premier peer-to-peer ride service. Uber is the standard

[Jonah @jonahporter]

Up 516% now

[Jonah @jonahporter]

Netflix and AT&T earnings showing consumers aren’t done spending yet. Market is just waiting for positive news to rip almost all bad news is priced in.

[Jonah @jonahporter]

Since this tweet Nvidia is up 270%

[Jonah @jonahporter]

Long google $goog

- forward and current PE trail the market
- antitrust concerns are overblown
- breaking up company will unlock more value e.g, PayPal eBay various other antitrust breakups

https://t.co/XIccb9zQjs

[Jonah @jonahporter]

@LuxuryWatchGuy1 @IWC I need a Rolex too

[Jonah @jonahporter]

Sometimes your wrong and you got to admit it. Still think the market is overextended.

[Jonah @jonahporter]

Purchased $SQQQ at the bell. Think NVDA misses earnings. This will push the $QQQ off a cliff

[Jonah @jonahporter]

In addition, Zyn's have a high nicotine concentration that makes users even more addicted which reuslt in more sales. The 6mg Zyns one of their most popular products and are easy to use.

[Jonah @jonahporter]

Long Philip Morris today at $89.80
The stock trades on its legacy business that is continuing to fall behind. Continued investment into its smokeless nicotine products will lead to significant revenue growth. $PM

[Jonah @jonahporter]

Combined with a renewed interest in cigarettes by college aged males makes Philip Morris attractive at these levels. Expect the Zyn product demand to increase as more college aged males switch to these products in the long-run.

[Jonah @jonahporter]

@JacobLeonardCLT Let it be settled on the field

[Jonah @jonahporter]

@JacobLeonardCLT Nah

[Jonah @jonahporter]

@nflrums @Lions @Samlaporta @JacobLeonardCLT LaPorta