Most engaging posts mentioning stocks from @JonahLupton over the last 72 hours.
02/01/23
As $SNAP dumps today after earnings, don't forget they dished out another $1.38 billion of SBC last year which was 30% of revenues and 7.5% of market cap. That's some serious dilution!
As we get through earnings season I'll be updating my SBC spreadsheet https://t.co/PycMmwkJLJ
02/01/23
$NKE (Nike) should buy $DECK (which owns Hoka).
$DECK bought @Hoka in 2012 for $1.1M when the company was doing $2-3M in sales.
$DECK reports earnings tomorrow; weβll find out Hoka probably did $1.2B+ in sales last year.
Hoka will hit $2B+ in annual sales in the next 2 years.
02/01/23
I guess $SNAP is not a great read through to $META π
$META up +15% AH
$SNAP was down -10% today but -15% at the lows of the day.
$META now up 100% from the November lows. https://t.co/0OSz0ioeuS
Captain Connections - 5 Days
Discover the most influential accounts with highest volume of shared conversation and/or mutual connections with @JonahLupton within the past 5 days
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