M&M Lion Fund (@mmlionfund) 's Twitter Profile
M&M Lion Fund

@mmlionfund

Learning | General Partner of a small fund since 2023 | Compounding multi-decade growth | @iebusiness @unijaveriana Alumni

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calendar_today08-06-2010 00:26:58

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M&M Lion Fund (@mmlionfund) 's Twitter Profile Photo
M&M Lion Fund
@mmlionfund

3 months ago

Essential reading. Burry thinks in a unique way; his thought process and structuring of ideas are distinct. "Palantir $PLTR CEO is marketing as hard as he can to keep this going, but it will slip. There are virtually no earnings after stock-based compensation." $NVDA $QQQ

Essential reading. Burry thinks in a unique way; his thought process and structuring of ideas are distinct. "Palantir $PLTR CEO is marketing as hard as he can to keep this going, but it will slip. There are virtually no earnings after stock-based compensation." $NVDA $QQQ
M&M Lion Fund (@mmlionfund) 's Twitter Profile Photo
M&M Lion Fund
@mmlionfund

3 months ago

GitLab $GTLB dual downgrades from Morgan Stanley and Barclays today. Trading at 5.3x EV/sales with +24% revenue growth, 119% dollar-based net retention. Valuation appears reasonable, but it has been difficult to fight the negative narrative base on AI disruption fears. No

GitLab $GTLB dual downgrades from Morgan Stanley and Barclays today. Trading at 5.3x EV/sales with +24% revenue growth, 119% dollar-based net retention. Valuation appears reasonable, but it has been difficult to fight the negative narrative base on AI disruption fears. No
M&M Lion Fund (@mmlionfund) 's Twitter Profile Photo
M&M Lion Fund
@mmlionfund

3 months ago

Jamie Dimon: "Everything’s on the table to block Trump’s 10% credit card cap." $JPM $V $MA