Feeds of @BrokenMoats on Twitter

Broken Moats

Research long and short. variant perception. Worked at two small cap focused hedge funds. Not investment advice.

Lauren Balik (@laurenbalik) started following @BrokenMoats on Oct 17, 2024

Broken Moats

@BrokenMoats

131 Following • 534 Followers

Research long and short. variant perception. Worked at two small cap focused hedge funds. Not investment advice.

RT @BrokenMoats: $THO Morningstar "A fair value reduction may occur as fiscal 2025 revenue guidance of $9.0 billion to $9.8 billion is belo…

7 months ago

$CAVA in addition to the cleanliness issues cited on this platform, the absurd valuation, and sales growth impact from high concentration in the SE due to the storms that will impact Q4 sales. $CMG invested in a direct competitor - Brassica https://t.co/jNcZrEMhv3 Who is buying?

258 views • 3 likes • 7 months ago