Rahul Setty (@RahulSetty_) header
Rahul Setty (@RahulSetty_) profile picture

Rahul Setty

@RahulSetty_

Focused on compounding by finding and holding multibaggers in size. Looking for the “fat pitch”.

Joined January 2016
  • Tweets12.1K
  • Following384
  • Followers6.1K
Rahul Setty retweeted
Sebastian Krog (@SebKrog) profile picture
Sebastian Krog
@SebKrogFeb 8
I wanted to be right more than I wanted to make money. That's what made my 2025 suck. New article on the thin line between being a contrarian and just protecting your ego and why "circle of competence" is often just a polite way of saying "I don't want to learn this"
Image from Sebastian Krog (@SebKrog)
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Rahul Setty retweeted
Tom Smith (@TomSmith839) profile picture
Tom Smith@TomSmith839Jan 13
In light of Burry selling his $FOUR shares and calling out 'shady transactions', I'm re-reading the 2023 Blue Orca short report and it is too funny: Shift4 'overstated' Adj. EBITDA with $70m in 2022 and BO thinks: "the party ends with stagnant growth or aggressive dilution" 4Y later, Adj. EBITDA is $1.25B or up 331% and dilution has been minimal (even negative if you account for the current $1B buyback that starts appearing in Q4/Q1 results) They were dead-ass wrong about the company (irrespective of where the share price is, as it can trade anywhere in a short time span)
Image from Tom Smith (@TomSmith839)
Image from Tom Smith (@TomSmith839)
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Rahul Setty retweeted
Jerry Capital (@JerryCap) profile picture
Jerry Capital
@JerryCap19 Dec 2025
Governance getting simpler at $FOUR Jared Isaacman gave up control, special voting rights, and special cash payments while keeping all the skin in the game. $FOUR is now a clean, one share one vote public company.
Image from Jerry Capital (@JerryCap)
Image from Jerry Capital (@JerryCap)
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$FOUR
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As we continue to melt up and some names are getting quite extended, seems increasingly some folks are losing perspective. Whether it’s your 1st bull rally or 30th… It’s a good time to remember markets don’t just go straight up and winning over the long term is the goal.
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Love it, @RahulSetty_! You get the "I read it fastest" award! 🥇 Thank you so much. I hope you'll share it out with friends. Great to see how you too are playing the only game that counts (the long game). Fool on! 🃏🙂💚
Rahul Setty (@RahulSetty_) profile pictureRahul Setty
@RahulSetty_17 Sep 2025
My Rule Breaker Investing preorder came in the mail yesterday and I read it cover to cover within a couple hours. Beautiful and timeless investing wisdom in an easy to digest way, distilled differently than anyone else can. My biggest surprise was reading that @DavidGFool does sell underperforming businesses or for opportunity cost reasons. All this time, I thought he had never sold anything, ever!
Image from Rahul Setty (@RahulSetty_)
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One of the most dangerous words in investing: “Conviction” There are many unknowns in investing, to say one is holding “with great conviction” implies near 100% confidence of an outcome. Sexy, but dangerous. Thinking in terms of probabilities is more practical and safe, IMO.
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GS on $FOUR
Image from icemancapital (@icemancapital)
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Imagine a world where every woodworking tool was manual. Every cut you want to make took you minutes, if not hours. Every sand job gave you elbow pain. One day, power tools magically appear everywhere—mitre saws, chainsaws, table saws, jointers, sanders—all the tools you’d dreamed of. At first, it’s incredible: tasks that took days now take mere minutes. It's going to be amazing! Building furniture, chopping firewood, crafting anything becomes effortless. But oh wait - maybe we won't need as many people to do woodworking anymore - we all spend so much time cutting!. Unemployment! Bad! This is where we are with LLMs. And everyone out here just chopping all kinds of shit into all sorts of shapes, thinking that we're going to solve woodworking.
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Replying to @himshouse
To be fair, that’s not a contradiction. Novo Nordisk allowed $HIMS to sell compounded semaglutide, as explained by Andrew Dudum during the last earnings call, but only in cases where it’s really clinically necessary. What they wanted to stop was the "mass" compounding — specifically, $HIMS pushing the personalized solution to as many customers as possible, which is exactly what $HIMS continued to do. The 503A exemption isn’t meant to be a loophole to bypass patents, it’s intended to be used only when certain patients truly can’t take the commercially available dosages. This is where we enter a grey area.
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Rahul Setty retweeted
Citrini (@citrini) profile picture
Citrini
@citrini7 Jun 2025
20 years ago, KKR and Silver Lake acquired Avago, installed Hock Tan and then sold their stake in IPO and Secondaries for a ~5x that stake today is worth about 3 times as much as KKR’s market cap something to consider the next time you have conviction on a long term opportunity and management’s ability to execute on it but want to sell because the stock has gone up too much
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My grandfather bought his house in 1981 for ~$1m cash. He sold it in 2024 for ~$2.5m. The memories we had were priceless. But if he just put that money in Berkshire instead, he would have made over $1B, and we would just have had great memories in a house he rented.
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“The polls don’t tell us much, let’s turn now to the degenerate gamblers to see if we can learn anything.”
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Replying to @hikeandhold
$NVDA - $1.06 $AXON - $38.4 $CRWD - $142.75 $MELI - $219.24 $AMZN - $15.81
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Among all the companies on my watchlist $KNSL $MAD.AX $DUR.AX $CSU $TVK.TO $CPRT $MELI $EVO $FOUR, etc.... I put a Growth (X-Axis: 2Y Rev CAGR) and Valuation (Y Axis: Price/GP) Hims&Hers $HIMS is in the bottom right, every time. The market thinks the business won't scale I do.
Image from Fundasy (@FundasyInvestor)
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Rahul Setty retweeted
Rahul Setty (@RahulSetty_) profile picture
Rahul Setty
@RahulSetty_9 Aug 2024
Btw, the inherent problem with reading tea leaves based on stock price is that “the market” constitutes consensus opinion at a given point in time, which isn’t necessarily correct. This is the very reason why alpha exists. If you listened to the market in fall 2023, for example, you would have thought this company is going bankrupt and missed a +150% move to today. Do your own work!
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A couple stock pitches from this morning's email: $FOUR - recently declined buyout offers, strong growth, and undervalued by 64% - @RahulSetty_ $HAS - New management + Wizard of the Coast brand are revitalizing the company
Image from Yellowbrick Investing (@joinyellowbrick)
Image from Yellowbrick Investing (@joinyellowbrick)
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Me: Unassumingly walks into the kitchen. Wife (listening to the news on the radio): Do we have $NVDA stock? Me: No, we sold it in January because it had gone up so much. Wife: Oh that's too bad, because the news said it was up a lot this year. Me: Well, yeah, it is. Wife: Maybe we should buy it again, because everyone will need to use AI more in the future. Me: Well it's a cyclical stock and... Wife: AI isn't going away. I think we should buy more. Me (walking away and under my breath): Top.
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Twitter/X, if used properly, is one of the best investment research and networking tools available. Seriously. A highly curated feed with high-quality individuals of diverse investment backgrounds is worth $1,000s per month. There are exceptional people on here. Go find them.
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For those who own $HIMS shares or just interested to learn more I would recommend this piece by Rahul. quick 5/6 min read Hims & Hers Health: We Are Still So. Damn. Early., by @RahulSetty_ open.substack.com/pub/exitve…
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