Sunday Finds

Investment Roundtable, Five Below, Upstart Holdings

Content from Us:

• Episode 107: Investment Roundtable with Ian and Brad

• Deep Dive: Five Below

• Deep Dive: Upstart Holdings

Other Stuff:

• Everything I Love About Carvana

• Have Investors Lost Their Minds With Growth Stocks?

• Intel Unleashed

• Moats With Pat Dorsey (Video)

• The Resiliency of Consumer Staples

• History of Boats and Finance

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Smart and Funny Tweets:

Bart P. Fuchs IV @ThisGuyFuchz

If it’s an expense, just add it back. Thank me later

Eren Bali 🥼📲 @erenbali

Does anyone know how to adjust EBITDA? Asking for a friend.

Christopher Bloomstran @ChrisBloomstran

Brett @wintonARK, Your taking the time to reply is again appreciated. I was going to let @ARKInvest's 2025 $TSLA $3,000 price target and your replies go but in thinking over the past several days a few of your answers just don’t resonate. Comments and a proposition follow...1/

Post M. @Post_Market

In the first quarter we observed two highly successful fund managers face death or a near death experiences due to portfolio leverage, with the market at or near all time highs and without any real exogenous economic shock... Definitely means something, but I don’t know what...

Dovey “Rug The Fiat” Wan🪐🦖 @DoveyWan

A Korean top prop trader Bill Hwang was liquidated of his entire 15B position on over 80B gross notional exposure yesterday ... might be among the biggest liquidation in recent years for a Aisa prop shop Many of his position are Chinese big tech stock like TME, BIDU, VIPS etc

Matt Levine @matt_levine

sure, okay globenewswire.com/en/news-releas…

Henry Mance @henrymance

why not cut out the middleman and install a petrol engine?

Kalani Scarrott @ScarrottKalani

Upslope Capital @UpslopeCapital

God, I love $COKE's proxy

Quantian @quantian1

when the investigation by your handpicked lawyers instructed to find absolutely nothing concerning is going very well >>>>>>

axios.comPrivate equity giant Leon Black quits Apollo completely after Epstein investigationBlack will no longer remain as firm chairman.

Ryan Mac🙃 @RMac18

This is without exaggeration the dumbest shit I have ever read