Fierce_beast on X
ANGI remains a short position after working year to date, despite broader losses in the short book.
X
Fierce_beast
Everything we have picked from this writer, newest first.
Fierce_beast on X
Coursera’s $100 million VectorLearn collaboration, valued at $300 million, shifts R&D, acquisition and capex costs off its income statement, reducing reported expenses.
Fierce_beast on X
Coursera faces collapsing enterprise retention, loss-making operations and heavy stock-based compensation, despite net cash and merger synergies that could require $45 million to $60 million in cost cuts to break even.
Fierce_beast on X
$cour did not realize this. not a great look, especially after its new 100m investment :/ https://t.co/wj1wPvgFof
Fierce_beast on X
$SSTK -- this stock was often trading below 8x p/e throughout the last 3 years and even lower on a net cash basis. At the start of this year it was trading around 4.5x p/e. It's down 70% YTD https://t.co/aRCDW2mTMu
Fierce_beast on X
$MORN? https://t.co/pksTLRmJoS
Fierce_beast on X
OpenAI’s early compute buying is improving customer service versus Anthropic and pushing AI rivals to match its infrastructure spending.
Fierce_beast on X
@SowingAlphaSeed i am short $nrds
Fierce_beast on X
$CLBT short? i don't totally get it https://t.co/6hqkVNkIss
Fierce_beast on X
Wix's Base44 AI business faces rising competition from foundation-model providers, reviving the bear case for AI wrappers reliant on pricing concessions and promotions.
Fierce_beast on X
the bear case for $udmy / $COUR https://t.co/fN3TS2Jmm3
Fierce_beast on X
11 reasons for why i'm long $goog: https://t.co/2HTd3mVPKx
Fierce_beast on X
@ramahluwalia how much are you investing in $acn as a % of your book?
Fierce_beast on X
how is this not the end for $wix and $gddy? https://t.co/nY1p4vAMfN
Fierce_beast on X
Rent the Runway's inventory cuts obscure replenishment costs in COGS while management guides to 2026 margin deterioration, weakening revenue quality after a volatile Q4 beat.
