Twasluck @Twasluck1 Twitter profile

Last Seen Profiles

@NFTERA_

@stwmaniax

@LivMathsSchool

@MasryLynn

@DvalFemboy

@qoscoveredits

@kaori_xoxo_1

@CtmoonX

@LamaAlashi2

@Ioveauras

@TalesOfAccra

@Forever46471223

@stw_pdg

@uwraZaPuSQAVUgq

@TAMPA_DREADHEAD

@salutierus

@mekuse_

@Yoru_deffus

@EIGHTCELIN

@onesimozondani

@Jazzub_Beats

@slimmmblaaac

@kpertiwi29

@datlilbaddie

@willchamberlain

@soapcandy16

@misspigmalion

@_FinnCarnivore

@jhgliytu

@stw_pdg

@BasedSpiritual

@BinorRaja

@OttawaNextLevel

@yngmely

@omochi__to__

Twasluck

@Twasluck1

2 years

Old PM is still 90% net long tech, down as much as tiger YTD, and is listening to Druck's Sohn Conference rn in his office via loud speaker, sending it round to all the analysts 👀 We are so early in this sell-off.

7

4

292

Twasluck

@Twasluck1

3 years

Will never understand why conc. "value" investors have such an aversion to making portfolio changes. There's no problem with selling immediately upon major news. Imo it is smarter to sell, then re-evaluate situation when you have no risk on. Clearer mind.

9

2

93

Twasluck

@Twasluck1

3 years

Quit at current fund today ! Now I can sit and scroll twitter all day long being a reply guy!

5

0

81

Twasluck

@Twasluck1

2 years

how do you generate ideas? industry stripping? sell-side? conferences? alt-data? Now in a role where I need to have rapid idea velocity and I'm struggling as a generalist

14

5

72

Twasluck

@Twasluck1

1 year

Newly single. Just put this on my hinge profile. Yes / no?

5

0

42

Twasluck

@Twasluck1

10 months

why work and earn an income when you can just YOLO into property. Love being on this page.

5

0

28

Twasluck

@Twasluck1

2 years

Have emailed IR 2x. PM has emailed 2x for a face to face meeting. No responses. Is this company about to be acquired?

15

0

26

Twasluck

@Twasluck1

2 years

I've come to the conclusion that Japanese sell-side analysts simply don't care.

4

0

24

Twasluck

@Twasluck1

8 months

Housemate 1: "bro my stock is up 5% today". Crypto housemate: "5% ? lmfao that's not a return, that's my transaction fee 👀 Look at cumrocket"

3

1

23

Twasluck

@Twasluck1

3 years

The beauty of Tegus is now I can see who I'm competing with

1

0

20

Twasluck

@Twasluck1

2 years

@bucketshopcap I know a firm. They are down 50% over LTM

3

0

21

Twasluck

@Twasluck1

1 year

So many industrial distributors trading at mid cycle multiples on absolute peak earnings... issue is wen do they break?

6

1

20

Twasluck

@Twasluck1

1 year

So my house is fkd. 1 of 3 rooms. Begging neighbours to borrow their recycling bins.

Twasluck

@Twasluck1

1 year

Playing my first ever DJ set tmr. Prefer techno/hard house. Any song recs? Here's one I'll be playing: beautiful dirty rich - danyo x taahliah remix by <3 danyo on

1

0

10

7

0

19

Twasluck

@Twasluck1

2 years

$BIRD out with the 650 page 10K. What complexity is associated with making shoes that justifies this?

4

0

18

Twasluck

@Twasluck1

3 years

@viggy_krishnan @NestBetter finally someone rational. FedNow has been bear case for ages. Again, it ultimately comes down to winning over ALL stakeholders - merchants and consumers (to some extent issuers too). New tech means nothing in absence of economic incentives for both sides of the network.

3

0

18

Twasluck

@Twasluck1

2 years

Rajiv Jain does not miss ... @ShortSightedCap

1

18

Twasluck

@Twasluck1

3 years

i've posted about this co so many times... ppl love catching falling knives. short closed +~60%

Twasluck

@Twasluck1

3 years

Why are ppl bullish $POSH? Is it simply valuation ? they seem to be a share donor & idfa headwinds should hurt NT

1

0

2

4

0

17

Twasluck

@Twasluck1

4 years

Guy at my CFA level 1 exam today, definitely doesn't need to be sitting these exams... God there's not a lot I wouldn't do to drive one of these

4

0

15

Twasluck

@Twasluck1

4 years

fucking got into work 2.5hrs early to get on an international IR call and they didn't show up.... No prior emails, nothing... and we are long 💀

2

0

15

Twasluck

@Twasluck1

11 months

@finphysnerd I did this to a girl, walked her through the math and everything. She told me we should see other people.

2

0

16

Twasluck

@Twasluck1

2 years

long that I sold into y/e has ripped 40% ytd. kill me

2

0

15

Twasluck

@Twasluck1

9 months

@RaisingTheBAR47 still ugly. industry is structurally fkd. too much excess chinese capacity, but cyclical upturn began 4q23. chemours is best imo. if ballsy go kronos bc of EU commission into china

1

15

Twasluck

@Twasluck1

10 months

So I'm going to be on Bondi rescue now ... 🤮

1

0

12

Twasluck

@Twasluck1

2 years

We are so far from the bottom - from some fund's 3Q letter

3

0

13

Twasluck

@Twasluck1

1 year

my stock on 3x p/e just announced positive profit warning and is down 1%... hows your day going?

5

1

12

Twasluck

@Twasluck1

2 years

@eveleigh_cap best part is that he had none of his money invested in his funds 🤡

1

0

12

Twasluck

@Twasluck1

10 months

Gym is packed. Everyone tryna get a pump before heading to nye party? wtf

1

0

11

Twasluck

@Twasluck1

2 years

Landlord just increased by rent by 40%! wtf

3

0

12

Twasluck

@Twasluck1

1 year

So many european industrials are just levered China RE plays.

2

0

12

Twasluck

@Twasluck1

3 years

@Larryjamieson_

0

11

Twasluck

@Twasluck1

4 years

@SiPhillipsSport I want to see so much more of him, especially considering he chose to stay at Chelsea this season, and not leave on loan

1

0

11

Twasluck

@Twasluck1

1 year

US SMID internet stock, dominates a niche category, at ~5x '25 FCF, putting through price increases and pivoting to profitability yet cannot catch a bid. Any bears? $EB

6

1

11

Twasluck

@Twasluck1

1 year

Playing my first ever DJ set tmr. Prefer techno/hard house. Any song recs? Here's one I'll be playing: beautiful dirty rich - danyo x taahliah remix by <3 danyo on

beautiful dirty rich - danyo x taahliah remix

unreleased account - @dan_yo bookings - [email protected]

soundcloud.com

1

0

10

Twasluck

@Twasluck1

2 years

@MadThunderdome Pitchbook in MORN?

0

10

Twasluck

@Twasluck1

2 years

Cali says no to Sportbetting. 15% of DKNG, FLTR US TAM evaporated.

0

10

Twasluck

@Twasluck1

1 year

@CommSec @parrapower2022 I can't afford my mortgage next month when I switch from fixed to variable. What can CBA do for me to stop me from defaulting?

3

1

11

Twasluck

@Twasluck1

1 year

@88888sAccount thank you for posting this... this guy just uses buffett's terminology to lure in simpletons to buy his stock. apparently his accounting firm trading a 50x p/e is undervalued 😂

0

9

Twasluck

@Twasluck1

1 year

goodnight sweet prince

Twasluck

@Twasluck1

3 years

Me: F45 $FXLV just ipo'd ... and L1 capital has a significant position PM: remind me to check borrow 😂

0

6

0

10

Twasluck

@Twasluck1

8 months

@dalibali2 ends in consolidation right? twlo, brze, kvyo, ampl etc

1

0

9

Twasluck

@Twasluck1

8 months

same crypto housemate is on a crypto discord call now talking about "gotta rotate portfolio into other shitcoins... dogecoin too stable atm.... who know we could move the markets... Jacko dumped $80k the other day and is now at $160k... bro wtf it keeps going up??"

Twasluck

@Twasluck1

8 months

Housemate 1: "bro my stock is up 5% today". Crypto housemate: "5% ? lmfao that's not a return, that's my transaction fee 👀 Look at cumrocket"

3

1

23

1

0

9

Twasluck

@Twasluck1

3 years

not seeing any talk on here about $APO... that was a huge investor day

2

0

9

Twasluck

@Twasluck1

1 year

My services have been requested again. Rolling up my sleeves to deliver a Bondi rager. Opening with this one tn:

Twasluck

@Twasluck1

1 year

Playing my first ever DJ set tmr. Prefer techno/hard house. Any song recs? Here's one I'll be playing: beautiful dirty rich - danyo x taahliah remix by <3 danyo on

1

0

10

2

0

9

Twasluck

@Twasluck1

3 years

SaaS guys looking around nervously

Frazier

@Frazier_Cap

3 years

@willis_cap @Badpak @Post_Market Still one of my favourite memes. All three steps apply here 100%.

1

3

60

0

8

Twasluck

@Twasluck1

4 years

Uber driver pitching me Bitcoin and Aussie property. Telling me about a rider he had who sold his house and put 500k in bitcoin who is now trying get a license to become a fund manager.

2

0

8

Twasluck

@Twasluck1

3 years

@BallTherapyYan kai and mount have been bang average this game... also noticing a lack of movement off the ball from kova

1

0

8

Twasluck

@Twasluck1

3 years

1

0

8

Twasluck

@Twasluck1

2 years

me as I think about yolo'ing into a packaging firm that trades with input prices of a substitute good

0

1

9

Twasluck

@Twasluck1

1 year

@eveleigh_cap and you did no prep bc the broker pushed you into the meeting last minute... "So what keeps you up at night? 🥺"

0

8

Twasluck

@Twasluck1

3 years

how sustainable is this? 🤔🪜

1

0

8

Twasluck

@Twasluck1

1 year

My boys are telling me to lie about my height on hinge and I'm 6'1, wtf. Apparently everyone does this?

2

0

6

Twasluck

@Twasluck1

8 months

*ALIBABA CUTS CLOUD SERVICE PRICES TO SPUR CHINA AI BUSINESS *ALIBABA TO CUT PRICES AS MUCH AS 55% OVER 100 PRODUCTS

1

0

7

Twasluck

@Twasluck1

11 months

TiO2 manufacturers are a long. Timestamp this.

2

0

8

Twasluck

@Twasluck1

3 years

@YoungMoneyCap @JourneyToIthaka

0

8

Twasluck

@Twasluck1

1 year

Are ppl buying things on 2025 #'s? I am, but it feels so far away.

3

0

7

Twasluck

@Twasluck1

11 months

@PauloMacro BHP internal modelling suggests otherwise.

0

5

Twasluck

@Twasluck1

1 year

Not being long momentum stocks is so boring and painful.

0

6

Twasluck

@Twasluck1

3 years

@adoxen at least a month? lmfao I'd have been belted for this. At 14 you are more than old enough to know that a TV is expensive.

1

0

6

Twasluck

@Twasluck1

1 year

Japanese shitco that is holding 200% of market cap in securities announces the following growth plans to "accelerate new biz creation"... 🤡

1

0

7

Twasluck

@Twasluck1

1 year

I swear Snap exists solely to gap down on earnings

1

0

5

Twasluck

@Twasluck1

4 years

my god tegus is so much better than GLG/TB

2

1

7

Twasluck

@Twasluck1

3 years

@Larryjamieson_ @BhagKitty wrong answer mate

1

0

6

Twasluck

@Twasluck1

2 years

@ShortSightedCap one of my favourite fund managers. can't name many who have outperformed over decades like him. He has 2 very good podcasts you can check out.

1

0

7

Twasluck

@Twasluck1

2 years

... missed it

Twasluck

@Twasluck1

3 years

time to sharpen the pencils on SIVB... it's happening.gif

0

1

2

0

5

Twasluck

@Twasluck1

2 years

help, im looking at junior miners

4

0

7

Twasluck

@Twasluck1

2 years

can't help but think $bbwi is a home run from here if you have any duration. any bears?

2

0

7

Twasluck

@Twasluck1

9 months

Having a dart in the living room. This is electric.

2

0

7

Twasluck

@Twasluck1

2 years

@spudheadcapital comparing interest expense to revenue rather than pre-tax earnings or even cash flow ...

1

0

6

Twasluck

@Twasluck1

10 months

perfect. Goodnight sweet prince.

Twasluck

@Twasluck1

1 year

finally the sell side is gonna stop bombarding me with their long WOSG pitches. had a tweet drafted about them a while back but thought the content was too niche, now i wish i had posted it.

0

2

1

0

6

Twasluck

@Twasluck1

2 years

@justbrosef recently spoke to a small cap ex HF IR guy who took at least a week to respond to me by email then blew off our meeting twice. We owned the stock. They got acquired two weeks after we last spoke to them for a 70% premium. Hope he gets canned.

0

5

Twasluck

@Twasluck1

2 years

Is china internet permanently dead? seeing a bunch of net nets

2

0

6

Twasluck

@Twasluck1

3 years

From MS today. One of these is not like the rest.

0

6

Twasluck

@Twasluck1

10 months

This mix is insane. Channeling this energy for my next set. Listen to SWIM | Boiler Room: Melbourne by Boiler Room on #SoundCloud

SWIM | Boiler Room: Melbourne

We're in Naarm, platforming the city’s essential local talent alongside some of the most celebrated international artists in the game. Get the full tracklist: https://blrrm.tv/4aLqw95

soundcloud.com

1

0

6

Twasluck

@Twasluck1

2 years

short semi's.... the sector with greatest potential for positive revisions + evidence of end mkt demand bottoming & channel inventory below pre-COVID levels. 🫡

1

0

5

Twasluck

@Twasluck1

1 year

Going to spend 1/3 of their market cap on a totally unrelated biz. holeee fuk

Twasluck

@Twasluck1

1 year

Japanese shitco that is holding 200% of market cap in securities announces the following growth plans to "accelerate new biz creation"... 🤡

1

0

7

0

5

Twasluck

@Twasluck1

2 years

@AbsoluteChelsea @SunSport Take out Kai

1

0

6

Twasluck

@Twasluck1

2 years

@puppyeh1 This example assumes 30% corporate tax rate that provides the franking credit, and how it all flows through for investors with differing marginal tax rates.

1

0

6

Twasluck

@Twasluck1

3 years

Me: F45 $FXLV just ipo'd ... and L1 capital has a significant position PM: remind me to check borrow 😂

0

6

Twasluck

@Twasluck1

2 years

goodnight sweet prince

Twasluck

@Twasluck1

3 years

$WEBR

0

3

2

0

6

Twasluck

@Twasluck1

2 years

anyone tracking data would see tik tok has been stealing engagement from YouTube shorts, not FB properties...

0

6

Twasluck

@Twasluck1

3 years

@linzcom 13k holiday every month? 😂

1

0

6

Twasluck

@Twasluck1

2 years

Ed Coppolla saw it before we all did - this is back in 2018 - CAC online vs B&M retail

1

0

5

Twasluck

@Twasluck1

1 year

What's on everyone's shopping list for when we finally get that job loss quarter that sees a selloff?

3

0

5

Twasluck

@Twasluck1

2 years

@MadThunderdome goodnight sweet prince

1

0

5

Twasluck

@Twasluck1

2 years

Reexamining some of my positions and wondering how I overlooked certain things. Gonna have to blow out at a loss.

2

0

5

Twasluck

@Twasluck1

2 years

@VPCapital100 TH, SITE

0

6

Twasluck

@Twasluck1

8 months

$cc well that was wrong. what would it take to buy this sell-off?

Twasluck

@Twasluck1

11 months

TiO2 manufacturers are a long. Timestamp this.

2

0

8

1

0

6

Twasluck

@Twasluck1

3 years

@AbsoluteChelsea our attackers are passengers and we are not direct enough in attack. All we do is push to wing and cross the ball in.

0

5

Twasluck

@Twasluck1

1 year

St james place imploding wtf

2

0

5

Twasluck

@Twasluck1

9 months

I'm done buying stocks with blatant "asset value". Headache.

1

0

5

Twasluck

@Twasluck1

2 years

Twitter and YouTube ad loads have increased noticeably recently

0

5

Twasluck

@Twasluck1

4 years

@JimmyDaGreek76 @pomonabedouin @AnabasisCap Alt w vg mate

0

4

Twasluck

@Twasluck1

3 years

nobody talks about this, but taking minority stake means that $BX is not subject to standard insurance regulatory IMA cap on fee rates and can charge mkt rates unlike their competitors who consolidate acquired insurers $KKR, $CG. getting jon gray on the board is also important

2

0

5

Twasluck

@Twasluck1

2 years

@MRatable nothing wrong w buying a bad biz if stock px goes up

0

5

Twasluck

@Twasluck1

1 year

@sadvalueinvestr just wish these women could see that I sometimes get 10 likes on my tweets! then they'd swipe right.

0

5

Twasluck

@Twasluck1

1 year

Aussie fundies piling into $sko "tech growth stock" after the latest result...

2

0

4

Twasluck

@Twasluck1

3 years

@Nd172557208 lol throw on a puffer jacket and you're dressed like 95% of Sydney blokes

1

0

4

Twasluck

@Twasluck1

3 years

myself and 3 other mates all have dates lined up at the same bar at the same time tonight. Never been more excited for a date. Going to recreate the scene from IASIP.