It’s official — the FinTwit Conference in Orlando over Columbus Day weekend has the green light 🚀

I signed the contract today. Now I’m just waiting for the sales team to send over the our special reservation links so everyone can book their rooms and get the negotiated rates. ImageImageImageImage
I’ll be launching a website tomorrow with all the details, schedules, speakers, tickets and hotel reservation links so make sure you fill out this form to ensure you get that email

docs.google.com/forms/d/1_D570…
This is going to be an epic weekend and I hope you can join us.

Everyone is welcome as long as you don’t act like an asshole.

We still have a few sponsorship slots open so please DM me if interested.
Ignore any of the Miami related stuff on the Google form — we’re doing this event in Orlando.

I’m just using the same form from a few weeks ago because it’s connected to my main spreadsheet — the only details that really matter are your name and email address.
I’m still waiting for the sales team to send over our reservation link to the blocked off group rooms.

Apparently they thought it was more important to start the weekend then get me that link.

I hope they realize they just cost themselves some free concessions for us.
The website is almost done: fintwit2021.com

I'm hoping to have all of the links active on Monday -- I'm just waiting for @JW_Orlando to officially block off our rooms and provide me with the special reservation link.

Sponsorships are $5,000 each -- DM me if interested.
Don't forget to fill out this form so I have your contact info. Once we have all the links setup for tickets and guest rooms I'll be sending out an email blast. You don't want to miss it.

docs.google.com/forms/d/1_D570…

So far 725+ people have filled out the form.
…to think we negotiated a rate of $239/night for the FinTwit Conference and now these rooms are going for $639/night on the travel sites 😂

Good thing we have 350+ rooms blocked off at the @JW_Orlando and @RC_ORLANDO but now I’m wondering if that’s going to be enough 🤨 Image

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More from @JonahLupton

14 Jul
$CELH forming a wedge
$UPST sitting on the trendline
$FUTU still above the trendline
Read 21 tweets
12 Jul
We have decided to go with the @JWMarriott and @RitzCarlton in Orlando for the FinTwit Conference during Columbus Day Weekend (October 8-10).

Tomorrow morning I'll open the bank account then sign the contract and put down the $10,000 deposit.
I have not finalized the exact schedule and where everyone is getting slotted in but so far we have an amazing group of speakers confirmed including: @PatternProfits @alphatrends @hhhypergrowth @StackInvesting @Trendspider_J @Hugh_Henne @RichardMoglen
Between the keynote speakers, breakout sessions and panels we'll have approximately 12 speakers in total.

Since attendees will have to pick which breakout sessions to attend it means they'll miss some however everyone that buys a ticket will also get the recordings for free.
Read 19 tweets
8 Jul
I'm hoping to finalize the FinTwit Conference details by tomorrow -- it will be Columbus Day weekend in October.

Turns out the JW Marriott and Ritz Carlton are next to each other and share the same pool

JW Marriott: marriott.com/hotels/travel/…

Ritz Carlton: ritzcarlton.com/en/hotels/flor…
We've negotiated a block of rooms at both properties for $239/night plus $20 resort fee (down from $40 normally).

We've also decided to do all the content/speaking in one day (Saturday from 9am-1pm) instead of breaking it up over two days which just increases F&B costs.
This means the new schedule would be:
Friday 6-8pm: happy hour (cash bar)
Saturday 8-9am: buffet breakfast (included)
Saturday 9am-12:30pm: speakers, breakout sessions, panels (included)
Saturday 12:30-1:15pm: lunch (included)
Saturday afternoon: OPEN
Sunday: OPEN
Read 8 tweets
8 Jul
Here's my recent interview with @OptoCMC -- I discussed why I like $UPST and $FUTU so much at current prices

**spoiler alert** because their fundamentals are incredible; I'm expecting 170-190% revenue growth from both companies this year

Listen: podcasts.apple.com/gb/podcast/71-…
On a related note, we got a perfect bounce off the trend line today for $UPST -- this could be the near term bottom that many investors and large funds have been waiting for post-IPO lockup expiration which was three weeks ago.
Lastly, here's a recent interview with Sam Sidhu, COO of Customers Bank (one of $UPST's bank partners); they've been working with $UPST for several years and are now processing $100+ million of consumer loans per month through the $UPST platform.

Watch:
Read 4 tweets
2 Jul
7 months ago I loaded up on $UPST $FUTU $CELH before the big revenue growth kicked in -- this worked out very well.

Now I'm doing the same thing with $DMTK $DM $CLPT b/c the big revenue growth will kick in over the next 4-6 quarters which should move these stocks much higher. Image
Just to be clear, $UPST $FUTU and $CELH are still my largest positions and I've been adding to each of them the past few days but I expect $DMTK $DM and $CLPT to be massive winners over the next 18 months as we get into that revenue acceleration.
If you don't know much about 3D printing (especially 3D printing for metal compounds/materials) then this is a great video to get you started that compares 3D printing to the more traditional methods of making metal parts ie casting and stamping

Read 4 tweets
2 Jul
I just got Nielsen scan data for $CELH over last 12 weeks: +198%

This means for Q2 revenues $CELH should do around 198% YoY for US

If international only does 20% YoY we should see $CELH post Q2 revenue growth of 160-165% YoY 🚀

Right now analysts are looking for 78% YoY for Q2
Here are the consensus numbers from analysts for full year 2021 and quarterly.

Now that we have Q2 data from Nielsen there’s no excuse for these analysts not to raise their numbers. Otherwise I have no idea why they are even covering $CELH

I have $CELH doing $290M+ in 2021. ImageImage
This is by far the most empty I have ever seen @CelsiusOfficial shelves at my local @shaws 😬 Image
Read 5 tweets

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