David Polansky retweeted
A billionaire cutting prices to steal another billionaire’s customers is doing more for my cost of living than a socialist explaining why I should hate them both.
In case this week has left you wondering, 'what is the most resilient publicly traded business'? May I present to you... low end watches with department store exposure! $FOSL
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"Under our stewardship, we've royally screwed up this business so let us take it off your hands for the same price it traded for 45 days ago." $wen
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Thinking about selling a subscription to my family’s calendar because the market always, without fail, goes down when we go out of town
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David Polansky retweeted
Idea Brunch with David Polansky and Tim Delaney of Immersion Investments
David and Tim break down their small-cap-focused research process and share commentary on $MAMA $SRTA and $RDVT
Enjoy!
readideabrunch.com/p/idea-br…
Market basically brushing off $RDVT equity raise. It helps when you simultaneously preannounce Q2 EBITDA and net income 26% and 60% ahead of the street.
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Not for nothing but the guy built a fcf+ auto manufacturer inside the united states where most thought it impossible. Publicly dunking on that kind of person is weird and says more about your own personality flaws and pessimistic view of the world.
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All I do is dual authenticate. Every task I perform is just preamble to the next dual authentication. Very excited for my next opportunity to dual authenticate.
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Jeff Bailly doesn't get nearly enough love for the exceptional job he's done over the past 30 years at UFPT. Mitch Rock has big shoes to fill! $ufpt
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The combo AI/Industrial/Aerospace/Defense trade has gotten out of control. This is sure to 10x from here now.
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Saying Dutch Bros should be worried about Mcdonald's is like saying Chick Fil A should be worried about Long John Silvers. $bros
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Nice seeing my favorite legal software short Red Violet taking it on the chin today. This Claude plugin is going to deeply impact their undifferentiated contract review product. Donut. $rdvt
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David Polansky retweeted
Just released on Latticework: Celsius: Capitalizing on the “Better-For-You” Shift in Energy Drinks - Presentation at Best Ideas 2026 latticework.com/p/celsius-ca…
What’s the data on alpha generation from shorting companies that pay to advertise their investor day? Guessing it’s close to 100% success rate.
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