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𝚃𝚛𝚞𝚗𝚐 𝙿𝚑𝚊𝚗 🇨🇦 Profile picture
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31 Jan, 5 tweets, 2 min read
In the WSJ article about Keith Gill (aka u/DeepF——ingValue), there’s a photo of his sketch pad.

If you zoom in, you see a bunch of tickers —- some have been on a run 👀:

$JMIA
$IDEX
$SPI
$FCEL
$FSLR
$NVDA
$FCEL
$FSLR
$JMIA
$IDEX

• • •

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More from @TrungTPhan

𝚃𝚛𝚞𝚗𝚐 𝙿𝚑𝚊𝚗 🇨🇦 Profile picture
31 Jan
1/ Marcus Bullock went to prison in the mid-90s at the age of 15.

Today, he's the CEO of Flikshop -- the "Instagram for the Incarcerated", an alternative to the outrageously expensive phone call system.

This is a truly inspirational founder story 👇👇 Image
2/ In 1996, Bullock was living in Maryland. One night, he and a friend carried out an armed carjacking on a man sitting idle in a shopping mall parking lot.

It was the biggest mistake of this life.
3/ Several years prior to hit actions, there was the famed 1989 Central Park "Jogger Case", in which 5 minority youths were (falsely) accused of raping a jogger.

In the aftermath, nearly every state passed new laws that made it easier for courts to try youth as adults. Image
Read 12 tweets
𝚃𝚛𝚞𝚗𝚐 𝙿𝚑𝚊𝚗 🇨🇦 Profile picture
30 Jan
The GameStop movie is clearly coming.

Here are the actors we will call upon:

1/ Keith Gill (AKA the hero AKA u/DeepF*ckingValue AKA @TheRoaringKitty) played by Sean Penn
2/ @chamath (AKA SPAC-man AKA I will fund 100 r/WallStreetBets traders AKA I'm YOLO-ing $GME in support of yall) played by Aziz Ansari
3/ Vlad Tenev (AKA Robinhood CEO) played by Joseph Gordon-Levitt
Read 17 tweets
𝚃𝚛𝚞𝚗𝚐 𝙿𝚑𝚊𝚗 🇨🇦 Profile picture
29 Dec 20
Amazon’s white label business

Its ~1% of sales and prob not worth the regulatory scrutiny.

Thread 👇👇

1/ The first white label product was the Amazon Basics battery in 2009. Within a few years, it had ⅓ of online battery sales, outselling Duracell and Energizer.
2/ Today, Amazon has 400+ brands under “Our Brands” (some are private label and some are 3rd party exclusives).

By one estimate, these brands collectively bring in ~$1-2B of 2019 revenue (drop in the bucket for total: $280B)

Here are some:
3/ Of these 400+ brands, the top 4 account for 72% of sales (all with "Amazon" in name):

-- Amazon Basics
-- Amazon Collection
-- Amazon Elements
-- Amazon Essentials
Read 12 tweets
𝚃𝚛𝚞𝚗𝚐 𝙿𝚑𝚊𝚗 🇨🇦 Profile picture
29 Dec 20
The CGI in Steven Spielberg’s 1993 film Jurassic Park was so good, it convinced:

• George Lucas to get started on the “Star Wars” prequels
• Stanley Kubrick to invest in making “A.I.”
• Peter Jackson to make “Lord of the Rings”

THAT is trailblazing tech.
Might be the best "Legacy" section in a Wikipedia entry

en.wikipedia.org/wiki/Jurassic_…
Mini thread on incredible Jurassic Park facts

1/ Steven Spielberg made $250m from Jurassic Park (merch and box office) -- its the single largest sum any individual has made from one film.
Read 5 tweets
𝚃𝚛𝚞𝚗𝚐 𝙿𝚑𝚊𝚗 🇨🇦 Profile picture
27 Dec 20
When a startup claims it has “AI” or “ML” and then you take a look at the actual tech
👇
AI ImageImage
Read 10 tweets
𝚃𝚛𝚞𝚗𝚐 𝙿𝚑𝚊𝚗 🇨🇦 Profile picture
14 Dec 20
Tesla is replacing Aimco in the S&P 500 index next week.

After hours of deep research, I discovered why Aimco ($6B REIT) is getting the boot:

— it’s Twitter account has <2k followers
— I couldn’t find a single meme on the timeline
— it’s CEO doesn’t have a Twitter handle
This is Aimco CEO Terry Considine:

-- Harvard BA / Harvard Law
-- Colorado state Senator
-- Founded Aimco in 1994, owns 124 apartment complexes with ~33k apartments that brought in $900m+
-- Again, ZERO TWITTER HANDLE
Official S&P video announcing the Aimco / Tesla swap
Read 4 tweets

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