Passionate Investor | Research | Tweets do not reflect opinion of employer
Apr 15, 2022 • 19 tweets • 3 min read
My GameStop $GME bull thesis summary & quick thoughts on the importance of the evolution of digital communities for retail investors 🧵
Uniquely Positioned in a rapidly Growing Sector
GameStop is the only gaming-only focused retailer with both a large brick-and-mortar presence, along with a strong and growing e-commerce line. This gives them an opportunity to be a category leader.
Jan 3, 2022 • 61 tweets • 12 min read
Time for a controversial investment thread 🧵
Here's why I believe this company that ran over 700% in 2021 is one of the most misunderstood stocks in the market and could be comparable to buying Tesla $TSLA in early 2020.
The company?
You guessed it, Gamestop. $GME
Sep 21, 2021 • 45 tweets • 8 min read
Sex Sells. So how can you invest in it? 🧵 My first of many threads.
Here's my 5x idea on one of the most recognized brands in the world; Playboy Group. $PLBY
Let's get started 👇
1/ Today you can buy $PLBY under a $900M market cap, even though it has a global brand awareness of 97%. That's not a typo, 97% of people on the planet know what Playboy is.
So how did one of the most iconic brands in the world end up here?