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Bio: Work for a $1.6B LP (all views are personal). Previously banking, PE, and corporate finance. Passed Level II of the CFA exam. @NHLJets fan

02:19 PM  08/08/18 reply  |  re-tweet

RT @daveegan: "But my friends only post Instagram stories now" Thanks @VidMob $SNAP (Msgs, Twts) https://t.co/jlYIesyiJN

12:10 PM  08/07/18 reply  |  re-tweet

The new $FB (Msgs, Twts) “feed AR ads” are also NOT the same as $SNAP (Msgs, Twts) AR lenses. “Tap for this AR ad” as you quickly scroll fee… https://t.co/OpMSWC3XDO

12:06 PM  08/07/18 reply  |  re-tweet

$SNAP (Msgs, Twts) is building an AR ecosystem: -50% of US 13-34 yr olds play w/ Snapchat AR weekly -Bitmoji = AR/VR Profiles -… https://t.co/EOckS1Dx6v

08:40 PM  07/12/18 reply  |  re-tweet

Should I payoff my last student loan or buy 98,167 shares of MoviePass ($HMNY (Msgs, Twts))?

02:14 PM  06/27/18 reply  |  re-tweet

$SPOT (Msgs, Twts) needs to buy $LYV (Msgs, Twts). Assuming mature podcast industry is monetized w/ ads... there's a reason people get Spotif… https://t.co/MMSKdWC3F3

03:10 PM  06/25/18 reply  |  re-tweet

$SNAP (Msgs, Twts) is uniquely positioned to offer the best back-end AR/VR infrastructure via its existing AR platform - the Sna… https://t.co/g8bYosEdfi

03:10 PM  06/25/18 reply  |  re-tweet

$SNAP (Msgs, Twts)’s Head of Engineering Jerry Hunter previously built and maintained Amazon’s global network of data centers.… https://t.co/mcKIw4hihK

03:10 PM  06/25/18 reply  |  re-tweet

You may think $SNAP (Msgs, Twts) has no chance at competing w/ the cloud incumbents today. And you’re right - there’s zero chanc… https://t.co/g92LpEzsfe

03:10 PM  06/25/18 reply  |  re-tweet

If you don’t think SnapKit and $SNAP (Msgs, Twts)'s social graph are attractive to developers, you need to stop drinking the dar… https://t.co/DNn7TZjJsK

03:10 PM  06/25/18 reply  |  re-tweet

I wouldn’t be surprised to see $SNAP (Msgs, Twts) launch a cloud hosting service (SnapCloud) at some point. This would monetize… https://t.co/7IlgAeAz9l

05:35 PM  06/12/18 reply  |  re-tweet

RT @marketfolly: 1) Brief observations from recent China visit $FXI (Msgs, Twts) (tier 1 cities only, so take w/ grain of salt): Delivery services are i…

03:24 PM  06/08/18 reply  |  re-tweet

Big thing stopping $SPOT (Msgs, Twts) from dominating the music industry is $LYV (Msgs, Twts), which essentially has a monopoly on live event… https://t.co/rCXHa8bBfo

09:44 AM  06/07/18 reply  |  re-tweet

$AMZN (Msgs, Twts) (and any other tech co with a competitive advantage centered on data that has high NPV corporate projects tha… https://t.co/td2XWeIy8D

09:34 AM  06/07/18 reply  |  re-tweet

$AMZN (Msgs, Twts) could absolutely crush legacy insurers: a) Legacy insurers invest premiums in the market, Amazon will invest… https://t.co/DxRvgRTEya

10:08 AM  05/30/18 reply  |  re-tweet

@varma_ashwin97 $WFCF (Msgs, Twts) is an interesting publicly traded ag company to follow. They do source verification (aka food… https://t.co/Zn639eo28R

10:08 AM  05/14/18 reply  |  re-tweet

This is a really entertaining read from 2012, right after the $FB (Msgs, Twts) IPO: "100%+ return opportunity shorting Facebook… https://t.co/fB63jy3m6a

02:10 PM  05/11/18 reply  |  re-tweet

Beginning of $FB (Msgs, Twts) going all-in on Stories. Expect the feed to eventually be 100% Stories, similar to $SNAP (Msgs, Twts) Discover. https://t.co/EYmGkt0C5Y

01:18 AM  05/06/18 reply  |  re-tweet

Pure play insurers are going to get absolutely smoked by $AMZN (Msgs, Twts), $GOOG (Msgs, Twts), etc. They set their rates based on earning m… https://t.co/oH58FSOPB1

12:48 AM  05/06/18 reply  |  re-tweet

How long til $AMZN (Msgs, Twts) launches insurance? It’s the ultimate float to fund future projects: collect premium up front, p… https://t.co/98tjVEcMnE

05:17 PM  05/01/18 reply  |  re-tweet

RT @victoriouscake: Solid quarter from $AAPL (Msgs, Twts) -- as the iphone / android market share stabilizes the recurring cash generation is increasing…

05:02 PM  05/01/18 reply  |  re-tweet

22/ Ouch! $SNAP (Msgs, Twts) misses on revenue and DAU's! While growing DAU's in every geography, prepared remarks say that Mar… https://t.co/gEnUnw6MSH

03:54 PM  05/01/18 reply  |  re-tweet

RT @Gfilche: hi @elonmusk & @tesla 😀 150 $TSLA (Msgs, Twts) shareholders, representing 63K+ shares ($18M+) have reached out to you in the past 4 days to…

12:36 PM  05/01/18 reply  |  re-tweet

18/ In December, $SNAP (Msgs, Twts) also announced Lens Studio the day after $FB (Msgs, Twts) announced its own AR Studio, pretty much comple… https://t.co/UzRV8vvmXy

05:22 PM  04/27/18 reply  |  re-tweet

RT @FinanceBlue: I'm calling it right now... $SNAP (Msgs, Twts) is going to have a miserable day after the earnings report next week. You can't take a p…

11:53 AM  04/10/18 reply  |  re-tweet

Sponsored Stories (see link) combined w/ new Discover Feed (aka $FB (Msgs, Twts) feed ads), could be huge revenue driver for… https://t.co/RrTGorJXOn

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