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@StuSim  ⭐️

Stuart Sim 🧙‍♂️ ·  

Started tracking July 30, 2020
Updated 1 minute ago

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Today

Followers
2,329
+330 (+16.51%)
last 14 days
Engagement
0.00
24.63
14 day avg
Impressions
0
11,297
14 day avg
Tweets
0
4
14 day avg

Engagements per tweet

0.00 EPT today
Highest 268.00 · Average 17.15 ↑11%

Engagements per impression

0.00% EPI today
Highest 4.20% · Average 1.09% ↓21%

Top Tweets

Ranked by impressions

Date Tweet Impressions Engagements EPI Likes Replies RTs / Quotes Link clicks Profile clicks
1/n $LMND has recently become one of my largest positions. It comes with a lot of risks as a young company trying to disrupt the insurance industry. Today, short seller @CitronResearch published an interesting 7min "critique" of the company [Below]
1/n $LMND has recently become one of my largest positions.

It comes with a lot of risks as a young company trying to disrupt the insurance industry.

Today, short seller @CitronResearch published an interesting 7min "critique" of the company [Below]
1/n $LMND has recently become one of my largest positions.

It comes with a lot of risks as a young company trying to disrupt the insurance industry.

Today, short seller @CitronResearch published an interesting 7min "critique" of the company [Below]
44,299 629 1.42% 141 20 22 / 5 0 441
From 2017 to today there were 727x 365day periods. If you bought and held $SPY for any one of those periods, you would have underperformed $QQQ in 714 of them.
From 2017 to today there were 727x 365day periods.

If you bought and held $SPY for any one of those periods, you would have underperformed $QQQ in 714 of them.
From 2017 to today there were 727x 365day periods.

If you bought and held $SPY for any one of those periods, you would have underperformed $QQQ in 714 of them.
24,312 36 0.15% 14 0 3 / 1 0 18
Getting more comfortable with this portfolio split compared to 11/3 Core Growth - 30%: $FB $TSLA $NVDA $ESPO Core Value - 38%: $AMZN $AAPL $GOOGL $MSFT $V 10x - 32%: $LMND $CRWD $TWLO $ESTC $FSLY $AONE twitter.com/StuSim/status/…
Getting more comfortable with this portfolio split compared to 11/3

Core Growth - 30%:
$FB $TSLA $NVDA $ESPO

Core Value - 38%:
$AMZN $AAPL $GOOGL $MSFT $V

10x - 32%:
$LMND $CRWD $TWLO $ESTC $FSLY $AONE https://twitter.com/StuSim/status/1323428586158616576
Getting more comfortable with this portfolio split compared to 11/3

Core Growth - 30%:
$FB $TSLA $NVDA $ESPO

Core Value - 38%:
$AMZN $AAPL $GOOGL $MSFT $V

10x - 32%:
$LMND $CRWD $TWLO $ESTC $FSLY $AONE https://twitter.com/StuSim/status/1323428586158616576
15,738 113 0.72% 39 4 2 / 0 0 68
Using my $TSLA trim to add to: $LMND by 16% $CRWD by 31%
Using my $TSLA trim to add to:

$LMND by 16%
$CRWD by 31%
Using my $TSLA trim to add to:

$LMND by 16%
$CRWD by 31%
15,177 235 1.55% 50 3 2 / 1 0 179
Stocks I like but don’t own: $SHOP $TDOC $TTD $SQ Stocks I don’t like and don’t own: $TWTR $AYX $FUBO $CELH $GRWG
Stocks I like but don’t own:
$SHOP
$TDOC
$TTD
$SQ

Stocks I don’t like and don’t own:
$TWTR
$AYX
$FUBO
$CELH
$GRWG
Stocks I like but don’t own:
$SHOP
$TDOC
$TTD
$SQ

Stocks I don’t like and don’t own:
$TWTR
$AYX
$FUBO
$CELH
$GRWG
14,561 289 1.98% 40 10 2 / 1 0 236

View more →

Tweet impressions

0 today
Total 657,036 ↑36% · Highest 18,747 · Average 4,055

Tweets

0 today
Total 312 ↑50% · Highest 9 · Average 3

Followers

2,329 followers · +1 today
Growth 1376 ↑142% · Best +428 · Average +15

 

Latest 20 Tweets

Date Tweet Impressions Engagements EPI Likes Replies RTs / Quotes Link clicks Profile clicks
After a blockbuster first week to the year, the second week of January saw a week resembling something more normal. The top 5 Tech ETFs (non-levered, non-inverse, >$100 AUM) gained an average of just 2.19% pic.twitter.com/AUsg2tboOv
After a blockbuster first week to the year, the second week of January saw a week resembling something more normal.

The top 5 Tech ETFs (non-levered, non-inverse, >$100 AUM) gained an average of just 2.19% pic.twitter.com/AUsg2tboOv
After a blockbuster first week to the year, the second week of January saw a week resembling something more normal.

The top 5 Tech ETFs (non-levered, non-inverse, >$100 AUM) gained an average of just 2.19% pic.twitter.com/AUsg2tboOv
1,243 9 0.72% 5 1 0 / 0 0 3
“YouTube Gaming has 40million channels and 80,000 of those have 100,000+ subscribers” Great episode from @Fwiz and @reedjd_ What are you building to support this community? pic.twitter.com/Fk8wSspeMy
“YouTube Gaming has 40million channels and 80,000 of those have 100,000+ subscribers”

Great episode from @Fwiz and @reedjd_

What are you building to support this community? pic.twitter.com/Fk8wSspeMy
“YouTube Gaming has 40million channels and 80,000 of those have 100,000+ subscribers”

Great episode from @Fwiz and @reedjd_

What are you building to support this community? pic.twitter.com/Fk8wSspeMy
1,187 19 1.60% 6 0 0 / 0 0 13
Jan 1 2020: $TSLA 3% of portfolio Jan 17 2020: $TSLA 14% of portfolio twitter.com/BrianFeroldi/s…
Jan 1 2020: $TSLA 3% of portfolio
Jan 17 2020: $TSLA 14% of portfolio https://twitter.com/BrianFeroldi/status/1350601730828988416
Jan 1 2020: $TSLA 3% of portfolio
Jan 17 2020: $TSLA 14% of portfolio https://twitter.com/BrianFeroldi/status/1350601730828988416
2,289 13 0.57% 6 1 0 / 0 0 6
$FUBO twitter.com/Benioff/status…
2,209 9 0.41% 2 1 0 / 0 0 6
Considering I haven't really launched finlister.com just yet, this is kind of cool pic.twitter.com/CuiuyLpcpG
Considering I haven't really launched finlister.com just yet, this is kind of cool pic.twitter.com/CuiuyLpcpG
Considering I haven't really launched finlister.com just yet, this is kind of cool pic.twitter.com/CuiuyLpcpG
1,357 18 1.33% 6 0 0 / 0 10 2
1/n $LMND has recently become one of my largest positions. It comes with a lot of risks as a young company trying to disrupt the insurance industry. Today, short seller @CitronResearch published an interesting 7min "critique" of the company [Below]
1/n $LMND has recently become one of my largest positions.

It comes with a lot of risks as a young company trying to disrupt the insurance industry.

Today, short seller @CitronResearch published an interesting 7min "critique" of the company [Below]
1/n $LMND has recently become one of my largest positions.

It comes with a lot of risks as a young company trying to disrupt the insurance industry.

Today, short seller @CitronResearch published an interesting 7min "critique" of the company [Below]
44,299 629 1.42% 141 20 22 / 5 0 441
The biggest issue I see with stock drops greater than 30% for such a new company is market sentiment and reputation as a serious long term investment. In reality, traders and investors run up stocks...not the management, but management can suffer from volatile investors.
The biggest issue I see with stock drops greater than 30% for such a new company is market sentiment and reputation as a serious long term investment.

In reality, traders and investors run up stocks...not the management, but management can suffer from volatile investors.
The biggest issue I see with stock drops greater than 30% for such a new company is market sentiment and reputation as a serious long term investment.

In reality, traders and investors run up stocks...not the management, but management can suffer from volatile investors.
1,270 15 1.18% 3 2 0 / 0 0 10
If I had to guess some issues $LMND - Not mega growth - Profitability and margin compression - AI sophistication I won’t be catching this live but always happy to hear the bear case. $100 is still much ahead of where I thought this stock would have been when I started buying twitter.com/citronresearch…
If I had to guess some issues $LMND
- Not mega growth
- Profitability and margin compression
- AI sophistication

I won’t be catching this live but always happy to hear the bear case.

$100 is still much ahead of where I thought this stock would have been when I started buying https://twitter.com/citronresearch/status/1349768295856050177
If I had to guess some issues $LMND
- Not mega growth
- Profitability and margin compression
- AI sophistication

I won’t be catching this live but always happy to hear the bear case.

$100 is still much ahead of where I thought this stock would have been when I started buying https://twitter.com/citronresearch/status/1349768295856050177
1,437 8 0.56% 0 0 0 / 0 0 8
$LMND has been and will continue to be a risky stock for me Accounting changes and the long term narrative vs growth and profit expectations of the market are key risks, further stressed by the recent run of the stock. Will be paying very close attention to Q4 earnings. Long. twitter.com/stusim/status/…
$LMND has been and will continue to be a risky stock for me

Accounting changes and the long term narrative vs growth and profit expectations of the market are key risks, further stressed by the recent run of the stock.

Will be paying very close attention to Q4 earnings. Long. https://twitter.com/stusim/status/1326370293900857345
$LMND has been and will continue to be a risky stock for me

Accounting changes and the long term narrative vs growth and profit expectations of the market are key risks, further stressed by the recent run of the stock.

Will be paying very close attention to Q4 earnings. Long. https://twitter.com/stusim/status/1326370293900857345
1,308 2 0.15% 0 0 0 / 0 0 2
The short sightedness of financial media is just ridiculous. @robinhood has a phenomenal new investor resource collection but it’s algo’s choose to push this crap pic.twitter.com/03jZO41tbj
The short sightedness of financial media is just ridiculous.

@robinhood has a phenomenal new investor resource collection but it’s algo’s choose to push this crap pic.twitter.com/03jZO41tbj
The short sightedness of financial media is just ridiculous.

@robinhood has a phenomenal new investor resource collection but it’s algo’s choose to push this crap pic.twitter.com/03jZO41tbj
1,551 8 0.52% 6 1 0 / 0 0 1
“The data is on a mainframe which we can’t access” - overheard on CH
“The data is on a mainframe which we can’t access” - overheard on CH
“The data is on a mainframe which we can’t access” - overheard on CH
228 0 0.00% 0 0 0 / 0 0 0
Stocks I like but don’t own: $SHOP $TDOC $TTD $SQ Stocks I don’t like and don’t own: $TWTR $AYX $FUBO $CELH $GRWG
Stocks I like but don’t own:
$SHOP
$TDOC
$TTD
$SQ

Stocks I don’t like and don’t own:
$TWTR
$AYX
$FUBO
$CELH
$GRWG
Stocks I like but don’t own:
$SHOP
$TDOC
$TTD
$SQ

Stocks I don’t like and don’t own:
$TWTR
$AYX
$FUBO
$CELH
$GRWG
14,561 289 1.98% 40 10 2 / 1 0 236
Given the size of $V in my port (2%) and their recent anti-trust issues and ultimate termination of the Plaid acquisition, I'm considering trimming or selling this stock.
Given the size of $V in my port (2%) and their recent anti-trust issues and ultimate termination of the Plaid acquisition, I'm considering trimming or selling this stock.
Given the size of $V in my port (2%) and their recent anti-trust issues and ultimate termination of the Plaid acquisition, I'm considering trimming or selling this stock.
1,291 8 0.62% 0 1 0 / 0 0 7
Current Top 3 Holdings by %: $LMND - 20% $AMZN - 17% $TSLA - 14%
Current Top 3 Holdings by %:
$LMND - 20%
$AMZN - 17%
$TSLA - 14%
Current Top 3 Holdings by %:
$LMND - 20%
$AMZN - 17%
$TSLA - 14%
1,811 24 1.33% 12 0 0 / 0 0 12
Guesses on $ZM s next acquisition?
Guesses on $ZM s next acquisition?
Guesses on $ZM s next acquisition?
4,669 27 0.58% 6 7 0 / 0 0 14
1% of those who are able to make $100 online go on to make over $100,000 twitter.com/dr/status/1349…
1% of those who are able to make $100 online go on to make over $100,000 https://twitter.com/dr/status/1349056837119709184
1% of those who are able to make $100 online go on to make over $100,000 https://twitter.com/dr/status/1349056837119709184
1,398 4 0.29% 3 0 0 / 0 0 1
People in this thread complaining that “$20 is more than Netflix” have not been a part of an actual community before. twitter.com/tzhongg/status…
People in this thread complaining that “$20 is more than Netflix” have not been a part of an actual community before. https://twitter.com/tzhongg/status/1349166728828252163
People in this thread complaining that “$20 is more than Netflix” have not been a part of an actual community before. https://twitter.com/tzhongg/status/1349166728828252163
1,786 13 0.73% 8 0 0 / 0 0 5
Love this! Remote work benefits with Plerk via @ProductHunt producthunt.com/posts/plerk
Love this! Remote work benefits with Plerk via @ProductHunt producthunt.com/posts/plerk
Love this! Remote work benefits with Plerk via @ProductHunt producthunt.com/posts/plerk
674 6 0.89% 1 0 0 / 0 2 3
Damn. This would have been great for $V , looking for them to innovate through M&A in a new way now Hope that $AONE can try to scoop up Plaid before Chamath twitter.com/pitdesi/status…
Damn. This would have been great for $V , looking for them to innovate through M&A in a new way now

Hope that $AONE can try to scoop up Plaid before Chamath https://twitter.com/pitdesi/status/1349102873934663680
Damn. This would have been great for $V , looking for them to innovate through M&A in a new way now

Hope that $AONE can try to scoop up Plaid before Chamath https://twitter.com/pitdesi/status/1349102873934663680
1,831 8 0.44% 3 1 0 / 0 0 4
Added automatic role upgrades and downgrades. Users can access certain rooms based on what roles they have been granted. twitter.com/StuSim/status/…
Added automatic role upgrades and downgrades. Users can access certain rooms based on what roles they have been granted. https://twitter.com/StuSim/status/1348573070626152455
Added automatic role upgrades and downgrades. Users can access certain rooms based on what roles they have been granted. https://twitter.com/StuSim/status/1348573070626152455
1,176 4 0.34% 0 0 0 / 0 0 4

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