Secret Capital (@SecretCapital_) profile picture
Joined August 2020
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Secret Capital retweeted
Never, stop, fighting! My first Grand Slam title, lost for words, forza!!!!!! 🏆🏆🏆🏆
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Secret Capital retweeted
“You have to find it. No one else can find it for you.” Bjorn Borg
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Secret Capital retweeted
Thanks for the follow! ⬇️ Find more here ⬇️ Research-as-a-Service investingcity.org/subscripti… Business Breakdowns businessbreakdowns.org Podcast investingcity.org/podcast Analysis Course investingcity-course.teachab…… Blog investingcity.org/blog Meta-thread teapaw.org/investing_city/status/…
Broke down a "10k in 10 tweets" for 10 days in a row 1. Square 2. Match 3. Plug Power 4. Carvana 5. Constellation Brands 6. Teladoc 7. Autodesk 8. Wayfair 9. Kinsale Capital 10. Enphase Enjoy this meta-[THREAD]
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Secret Capital retweeted
I keep thinking of Muhammad Anwar, who left Pakistan in hopes of a better life for his family, and continued working as a food delivery driver during a pandemic to provide for them. He was a father, a grandfather, a husband, but most importantly he was an innocent human being
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Here is my first blog post: $XPEL Some Scuttlebutt on Ceramic Coating maxwellhouse99.substack.com/… Appreciate the feedback!
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Inspired by my friend @SecretCapital2 thread, I’m pondering what would cause Rokus’s business and/or stock to worsen over intermediate / long-term:
27%Competing CTV platform 📺
18%Competing technology 📡
25%Multiple compression 📉
30%Roku wins! 🎉
142 votes • Final results
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