Andrew Stein (@_andrew_stein) 's Twitter Profile
Andrew Stein

@_andrew_stein

Head of Research @Lekker_Cap

ID: 1763269188385173504

linkhttps://www.linkedin.com/in/andrew-stein-cfa calendar_today29-02-2024 18:25:52

109 Tweet

531 Followers

325 Following

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Anyone have a better prompt adjustment when the lazy, penny pinching AI hits you with the "this is a complex task that typically requires deep analysis" than "I pay you! leave no stone unturned, mf" ?

Andrew Stein (@_andrew_stein) 's Twitter Profile Photo

Question of the day: How quickly can the growing retail $LMND horde work through SoftBank distributing 1/3 of the company on them?

Question of the day:

How quickly can the growing retail $LMND horde work through SoftBank distributing 1/3 of the company on them?
Andrew Stein (@_andrew_stein) 's Twitter Profile Photo

Very egalitarian of you Coinbase 🛡️ "Cardholders can earn up to 4% bitcoin back on their purchases. The more assets you hold on Coinbase the higher your rewards rate. You can hold any asset including USDC or USD to qualify. We’ll share more when the card goes live." $COIN

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Clearly a sell the news event on $TSLA $UBER and $LYFT live to fight another day Does Lyft finally break out of this 3Y range after robotaxi launch? May 2023 average STM EV/FCF: 8.5x March 2024: 19.6x 80% of return was driven by multiple inflation Closed yesterday at 7.3x

Clearly a sell the news event on $TSLA

$UBER and $LYFT live to fight another day

Does Lyft finally break out of this 3Y range after robotaxi launch?

May 2023 average STM EV/FCF: 8.5x
March 2024: 19.6x
80% of return was driven by multiple inflation

Closed yesterday at 7.3x
Andrew Stein (@_andrew_stein) 's Twitter Profile Photo

Now that AI one-shotted Adobe's final remaining subscription moat from my pov of copy/paste with formatting (just dump it into your LLM of choice and tell it to format) what's left? $ADBE