Chellyges (@Chellyges) profile picture

Chellyges

@Chellyges

Matt Rempe enjoyer and Greg Brown dis-enthusiast. Young public markets dude. Working on getting that handicap back to single digits. Probably undiagnosed.

 New York, NY
Joined February 2019
  • Tweets396
  • Following139
  • Followers69
5Media
Photo by Chellyges (@Chellyges)Photo by Chellyges (@Chellyges)Photo by Chellyges (@Chellyges)Photo by Chellyges (@Chellyges)Photo by Chellyges (@Chellyges)
I need to expand my thinking I guess, cuz in hindsight, it’s insane that $RDDT sold off this hard on the Search issue today when that has been prominently hitting several other companies for months already. Figured it woulda been priced in already but I don’t follow it
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Why do ppl like Daloopa? Am I using this wrong? It’s terrible for updating models, I just tell AI to do it and it’s way faster/accurate… unless I’m missing something. Same for building new models
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How does $ROL even get out of this mess… such an unexpected company to get absolutely one shot by AI, diverting consumers to mom & pop shops and not Orkin… pest control of all places…
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The more I think about it, the more concerned I am about $EFX losing its Workday exclusivity. 2nd with ADP that gives EXPN and Checkr more rev to try and poach other payroll processors, which can be a nasty domino effect. If there’s another one of these, I’d be very concerned
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$MBGL is a buy from here, now that the forced selling is done. Proprietary CARFAX and Polk data undermine the biz, + CARFAX brand. Still a dealer penetration story, + value goes up as more ppl turn to used car market. Risks are autonomous vehicles, EVs, and AutoCheck competition
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Pretty bearish on this print on Friday, but hopefully all the bad news is out and I can buy it thereafter and hold for the long-term
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My first short call on $ROL March 5th looking pretty good 🤑 RTO eating their lunch ramping up their marketing and finally trying to pick themselves out of the pit they dug themselves when they acquired Terminix years ago
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I want to own $TRI badly but there’s just no way sentiment can improve any time soon… it’s just going to be continuously risked to the downside on every earnings for at least this year and any announcement from Anthropic or Harvey will send it sliding. Expecting an accel tho
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I agree with all the takes I’m seeing on $SPGI and $MCO ratings and spgi indices not being disrupted. And yes, these are the crown jewels of the businesses. But they have a long string of other businesses that are different degrees of susceptible to AI and cannot be ignored
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Throwback to last year’s hockey East final where BC beat the breaks off BU and to add insult to injury, every neutral hockey fan on Twitter was talking about how much better looking the BC students were @BarstoolBU
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Oh and our student body that is half the size of BU still had way more numbers
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Yer boy still has a perfect nhl bracket through two rounds 💪🏼💪🏼💪🏼 #nhlbracketchallenge
Image from Chellyges (@Chellyges)
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How???
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Heard if you drink this four pack you can’t stop complaining about refs
Image from Martin Artest (@ArtestJones)
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Zeev Buium is second to none offensively. But oh boy, I am not sure I’ve seen a defenseman so lackluster in his own zone. High risk high reward draft pick for a team this summer #CawlidgeHawkey #DU_Hockey #UmassHockey
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Interesting
Image from The Beacon Street Buzz (@bstreetbuzz)
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Hockey East Champions!!! #WINNING
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Gabe Perreault is the best college hockey player this year and no hobey baker voting scheme can convince me otherwise. Dude is a nailgun
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#ChicletsCast tell RA to fix his glasses
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