James Chanos (@realchan0sjlm) 's Twitter Profile
James Chanos

@realchan0sjlm

ID: 1753033792145518592

calendar_today01-02-2024 12:33:21

36 Tweet

110 Takipçi

4,4K Takip Edilen

James Chanos (@realjimchanos) 's Twitter Profile Photo

As a history buff, I have learned quite a bit this week on X about the 1930’s and 1940’s, like Hitler was a Communist and the little gem below.

James Chanos (@realjimchanos) 's Twitter Profile Photo

What NY State law specifically is allowing repeat violent offenders back on the streets before trial, giving judges no choice? It would seem time to amend that law immediately. It’s a state law, not a law of nature. What say you, Albany?

James Chanos (@realjimchanos) 's Twitter Profile Photo

With $PLNT’s 2024 yearend update, we see that members/club had its first down Y/Y comparison since the Pandemic. And 4Q 2024 is below the 4Q of 2019.

With $PLNT’s 2024 yearend update, we see that members/club had its first down Y/Y comparison since the Pandemic. And 4Q 2024 is below the 4Q of 2019.
James Chanos (@realjimchanos) 's Twitter Profile Photo

Did the Minnesota Vikings know they were down 3 scores before they took 4 minutes to go 30 yds with 7 minutes left in the game…?! More NFL clock management at its finest.

James Chanos (@realjimchanos) 's Twitter Profile Photo

“Upcoding” in the US healthcare industry has been an issue for years now (the Medicare Advantage business model was arguably built on it). How is Justice Dept. just getting around to it now?!

James Chanos (@realjimchanos) 's Twitter Profile Photo

If you are buying fintech “growth” stories, but have to worry about credit losses in a recession ($AFRM, $CVNA, etc.) or catastrophic insurance losses ($LMND), then you aren’t really buying a “growth” stock. You are buying a very pro-cyclical derivative.

James Chanos (@realjimchanos) 's Twitter Profile Photo

As Morgan Stanley continues to push $TSLA as a next-gen AI play, it’s hard not to notice that they just cut their deployed Tesla Robotaxi fleet numbers massively, over the next decade. (Ht: LostFundamentals)

As Morgan Stanley continues to push $TSLA as a next-gen AI play, it’s hard not to notice that they just cut their deployed Tesla Robotaxi fleet numbers massively, over the next decade. (Ht: <a href="/LostFundamental/">LostFundamentals</a>)