@Pray4Equity
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writing about stocks
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Joined July 2022
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I’m looking for an analyst/research role after graduation (5/27), I’m particularly interested in financials but I’m open to anything. Here’s my track record; links to each pitch below. Result is a 34% simple avg. return above sector benchmarks. If you’re looking for a junior or know someone who is, please comment or DM!
A bit more on me. I’m proud of the work I've done with @AurelionRsch, including MRX and TW research reports and our Japan Financials piece covering the JPX Exchange and two small cap brokers.
Over the past summer I completed a buyside internship at a small cap fund, most of my work was in consumer channel checking and maintenance research across sectors.
Welfare Capital (Jack) 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…
It’s cold gas thrusters fed by a COPV under immensely high pressure. Imagine getting into a crash and say, this 5 cubic ft tank of extremely compressed air at 400 atmospheres ruptures and instantly expands to 2,000 cubit ft. It would be a bad time! Completely impractical I think
Welfare Capital (Jack) retweeted
Cool stunt. Great hype marketing.
Time for me to be that guy everyone hates - It's a scam and this will never ship.
The external compressor and cooling system to charge the tank once, likely cost more than the car. A multi-stage compressor and heat echanger setup that would fit in a car, would take several days to the better part of a week of constant running for a single charge.
250kg of 10,000psi air in a composite tank, with all the potential failure points of complex plumbing and valves in a human occupied confined space... If your sphincter didn't just make a diamond reading that sentence, you're not comprehending it.
Go ask grok about the physics involved just in compressing, cooling, storing and controlling a compressed air system with these specs, and what's possible with typical industrial equipment. This is just a cool gimmick to pump fans and stock.
Id bet money, the car in the demo didn't have a full size battery in it. Wouldn't be surprised if someone isn't currently doing analysis on the video to calculate the vehicles weight.
Sorry.
Welfare Capital (Jack) retweeted
Glad to see Tesla is still innovating; now the greatest hazard to pedestrians isn’t pickup trucks, it’s getting your skin blown clean off your body by 400 bar nitrogen
BREAKING: Tesla’s new Roadster: 0–60 in under a second.
It also flies, does barrel rolls, and drives upside down.
nitter.cf/KanekoaTheGreat/status…
Welfare Capital (Jack) retweeted
Of course, there’s no way I would drive a car equipped with a massive high pressure COPV system, not on any road with other people.
This got a lot of attention. Let me clarify I am Jon Snow and I know nothing, a mere fraction of the information out there on just the fins sector! Much less other sectors. Which is why I want to learn…. and the easiest way to do that is from great mentors and working in the field!
Idrk I just feel like it’s a bad sign that everyone’s hopes are underpinned by one private company’s ARR number? It seems like if they miss whatever number was invented, we’re all doomed. Maybe that’s just twitter though?
Welfare Capital (Jack) retweeted
Aurelion Research (@AurelionRsch) is one of the best new research teams sharing stock ideas.
They gave me access to their paid research to see what I could find.
Here are some of their best pitches (and a couple of their newest ones):
link didn’t work. this one should open.substack.com/pub/aureli…
This is not all necessarily. You can count a VBNK ‘pitch’ from Dec 13th 2025, short-form, not in much depth, and a borrowed idea so despite a would-be 52% return bf. dividends I am not counting it.
Same with a more recent CME pitch, from June 2nd 2026, very short-form not necessarily a real pitch. 11.5% return bf. the dividend but I’m not counting it either.
Including all pitches, fins and everything else, I have done OK over time. I haven’t calculated the average in a second but it is above market returns thanks to large winners like RDVT IBKR especially RKLB at $5. Ex- RKLB still above market averages. Held back by losers like SOC (terrible idea, never again…), GRND, and other cases where J simply messed up. But the net result has been OK.