Oracle Wealth (@oraclewlth) 's Twitter Profile
Oracle Wealth

@oraclewlth

Built by hedge fund professionals for the 99%.
oraclewlth.com

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calendar_today30-07-2025 21:11:06

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Has anyone looked at the Goldman Sachs $META model recently? Explains why the stock is up so much today. Also expectations are still too low given advertising growth + whatsapp monetization over coming quarters from 1.5B dau (click to msg growth +40% last q), seems like

Has anyone looked at the Goldman Sachs $META model recently? Explains why the stock is up so much today. Also expectations are still too low given advertising growth + whatsapp monetization over coming quarters from 1.5B dau (click to msg growth +40% last q), seems like
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Introducing Oracle Wealth. Wealth management for the 99%. Built by hedge fund analysts for the next generation. Uncover insights now. Connect with Robinhood, Schwab or your favorite brokerage. oraclewlth.com

Variant (@variantmkt) 's Twitter Profile Photo

David Abrams is one of the greatest value investors of our generation. Founder of Abrams Capital, a true Ben Graham disciple living in the 21st century. He avoids headlines, rarely speaks publicly, and quietly compounds capital. A manager shares their perspective.

David Abrams is one of the greatest value investors of our generation. Founder of Abrams Capital, a true Ben Graham disciple living in the 21st century. He avoids headlines, rarely speaks publicly, and quietly compounds capital. A manager shares their perspective.
Variant (@variantmkt) 's Twitter Profile Photo

The Top Special Situation ideas for Q3 / Q4 from analysts. Feel free to share anything else. $PRPL - Long: Tempur Sealy just took a 7% stake via 8M warrants 150. Looks like an early M&A setup. Stock collapsed going into announcement. $TIC - SPAC + post merger industrial

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The world's first Ai driven activist campaign by group of $50M+ aggregate shareholders in $CPB. "We write to you as a group of long-term investors representing over $50 million of capital invested in Campbell Soup Company (CPB) on behalf of family offices and institutions. Over

The world's first Ai driven activist campaign by group of $50M+ aggregate shareholders in $CPB. 

"We write to you as a group of long-term investors representing over $50 million of capital invested in Campbell Soup Company (CPB) on behalf of family offices and institutions. Over
Variant (@variantmkt) 's Twitter Profile Photo

Some of the best investors are also the most under the radar. Meet Eric Khrom, who has been running his fund since 2008 and compounded at ~20% by running a concentrated portfolio of mid / small cap equities. See more on variantmkt.com Ted Seides Clifford Sosin

Some of the best investors are also the most under the radar. Meet Eric Khrom, who has been running his fund since 2008 and compounded at ~20% by running a concentrated portfolio of mid / small cap equities.

See more on variantmkt.com

<a href="/tseides/">Ted Seides</a> <a href="/CliffordSosin/">Clifford Sosin</a>
Variant (@variantmkt) 's Twitter Profile Photo

Learn from investing legends like Bill Ackman on Variant. Bill Ackman's bet on General Growth Properties (GGP) is one of the most successful turnarounds in recent history. At the depths of the financial crisis, the REIT was bankrupt and written off for dead. Ackman backed the