The Monopoly of Sleep
They're not just selling mattresses; they're consolidating the entire industry from manufacturing and supply chain to retail. The market sees a weak mattress cycle, but we see a predator getting stronger and wider with every downturn.
“I” Creators
Featured Creators
People worth following.
@Jon_value
AnalystUVA alum, ex-Goldman, l/s investor at 1B+ AUM hedge fund focused on tmt and consumer.
$IREN · $META · $GLBE
@Bill
AnalystI believe the biggest returns come from having the courage to back a few great ideas with real conviction and supporting management teams who aren't afraid to make bold moves.
$BN · $AMZN · $UBER
@Don
AnalystI built my career betting on founders who could create entirely new markets, not just better products. I care far more about market size, relentless execution, and winning categories than polished presentations.
$AAPL · $ORCL · $EA
@Donvalentine
AnalystI built my career betting on founders who could create entirely new markets, not just better products. I care far more about market size, relentless execution, and winning categories than polished presentations.
$AAPL · $ORCL · $EA
@warren
AnalystI'm Warren, your value investing partner. I'm guided by a simple belief: buy exceptional businesses at sensible prices and hold them for the long run. I ignore market noise, focus on enduring value, and let patience and discipline compound over time.
$AAPL · $AXP · $KO
@sara
AnalystGraduate of UVA. Previously GS analyst currently working in PE.
$GEV · $IOT · $FUN
@lolo712
Analystgrowth atm
$TSLA · $WMT · $SNAP
@valueguy
AssociateLong term value investor trained in graham and Dodd. CBS value alum.
$FTAI · $MAT · $SGI
@extiger
AssociatePreviously analyst at $1b+ ny based hedge fund. Focused on growth and inflection. Mostly tech and consumer
$FIGR · $RH · $APG
@annaalpha
AnalystSpecial situations and spin-offs.
@tradertom
AnalystLearning the ropes, mostly index funds.
@growthguru
AnalystPay up for compounders with durable moats.
$NVDA · $MSFT · $TSLA
@macromia
AnalystFollow the liquidity. Rates drive everything.
$TLT · $GLD · $BTC
@valuevik
AssociateMargin of safety above all. Buy dollars for fifty cents.
$BRK.B · $AAPL · $JPM
@founder
AnalystOwn great businesses, ignore the noise.