@jonrice80

Mostly posting on stocks, Voss Capital

Joined May 2012
  • Tweets1.9K
  • Following606
  • Followers3.2K
150Media
Level headed framing of the Washington State income tax.
GeekWire
@geekwireOct 7
Opinion: Washington’s new state income tax must be repealed geekwire.com/2026/opinion-wa…

Opinion: Washington’s new state income tax must be repealed

Opinion: Venture capitalist Matt McIlwain of Madrona urges Washington voters to pass Initiative 645 and repeal the state's new income tax. He argues the tax is written to expand beyond high earners...

geekwire.com
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Sorry how was that quarter from $RNG worth +30%? Just a short squeeze? And why should it trade more expensive than CCaaS players like $nice and $fivn?
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Simultaneously crazy bullish and crazy bearish.
Sean Sharpe
@BornInvestorJul 6
CEO of Samsung, Kim: “This year’s profit alone will exceed the cumulative profit generated over the 40 years since Samsung entered the semiconductor business.”
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These guys are sharp from what I've seen so far. Well articulated long thesis for $TDOC if you go through their thread. Basically BetterHelp is being valued at less than $0 while showing signs of a successful biz model transition.
Pineal Capital Management
@pinealcapitalMay 8
In March, we published an open letter to the Board and Management of Teledoc Health $TDOC #Teladoc; for those interested, the letter can be found here - but we wanted to share some further thoughts following recent Q1-26 results - 🧵👇 globenewswire.com/news-relea…

Pineal Capital Management Issues Open Letter to the Board of Teladoc Health, Inc.

Teladoc Health’s mental health platform is a Hidden Crown Jewel Calls on the Board to initiate Strategic Review and launch $200m+ share buyback ...

globenewswire.com
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So we simultaneously have so little clarity on the future that software companies have no terminal value, but also so much that there is massive demand for 100 year Google bonds.
Holger Zschaepitz
@SchuldensuehnerFeb 9
TOTALLY CRAZY! #Alphabet has attracted >$100bn of orders for a bond sale that’s expected to be ~$15bn, BBG reports, citing people w/direct knowledge of the matter. The demand is among the strongest ever seen for a corp bond offering, showing investor hunger to buy debt tied to the AI boom. Alphabet has also mandated banks for potential Swiss franc and Sterling debt offerings, including a rare 100-year Sterling note. bloomberg.com/news/articles/…
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If $BILL is worth mid-$50s, $FLYW is worth ____
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Having some trouble understanding/explaining this. Software stocks are somehow tied to Bitcoin?
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Replying to @k3ithmccullough
Basically the opposite of everything you read on X. Relying on incumbent software vendors for ai functionality add-ons and paying for it, time to market is critical and want to focus internal developer resources on driving revenue and core business forward not rebuilding 3p apps, and so have no plans to displace any vendors and on the contrary growing spend with every vendor coming up for renewal. Havnt downgraded anything, consider their top SaaS vendors mission critical, laugh off the thought of in housing any software and having to maintain it, would rather relay on 3p and outsource accountability and liability. havnt touched dev seat counts. laugh off Claude cowork (although they like Claude code- will change dev workflows and driving heightened productivity), not moving any pre allocated enterprise sw budget to LLM providers
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Really good, level-headed overview of the AI vs SaaS narrative.
Jared Sleeper
@JaredSleeperJan 21
At Avenir, we’ve followed the emerging bear cases on SaaS closely. This 46-page deck contains our reflections and research on the path ahead. We see opportunity and risk as SaaS companies vie with AI natives to be "systems of context." Link in replies, excited to discuss!
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Trying to gauge perception of $FOUR. Do investors think organic growth is really around 18% as the company says? If they said "yeah organic growth based on how other companies talk about it is closer to 8%, and it's based on acquisition integration" what would be the reaction?
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Am I the only one that finds it ironic that these stablecoin company's are using their cash to buy gold and invest in US treasuries? Like this in fact seems to be their primary business strategies.
Katusa Research
@KatusaResearch8 Oct 2025
LOOKOUT: Tether Gold has now passed $1.5 billion in market cap Stablecoins are coming after the gold sector
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investing.com/news/company-n… $FIVN This guy did really good work at Solarwinds, in my opinion. Good get on the board. Five9 now ~1.6x my 2026 sales (using max dilution share count).

Five9 appoints SolarWinds CEO Ramakrishna to board as Welsh retires By Investing.com

Five9 appoints SolarWinds CEO Ramakrishna to board as Welsh retires

investing.com
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Was dusting off $TDOC. Kind of a train wreck but at 1x Gross Profit. Can someone tell me why they still need to spend $400 mm/year on R&D? What is it they are producing with that?
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I've argued $FLYW can overcome weak US enrollment, but this article suggests things aren't as bad as feared (or the data is completely wrong, also possible) so maybe some upside to US numbers in 2025-2026. distributedprogress.substack…
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Benioff has to be trolling here, right?
Marc Benioff
@Benioff3 Sep 2025
Elon’s Tesla Optimus 🤖🔥 is here! Dawn of the physical Agentforce revolution, tackling human work for $200K–$500K. Productivity game-changer! Congrats @elonmusk, and thank you for always being so kind to me! 🚀 #Tesla #Optimus
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The quality of $CLBT EBITDA has to be pretty much unmatched. Relatively low stock based comp combined with this: Any other company you know doing this?
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$AI Is this the biggest revenue miss in the history of "subscription" software businesses? And loses $58 mm non-GAAP? Guidance was for $104.5 mm and -28.5 mm How is this not down 75%+?
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Sorry, you're telling me Genesys is worth $15 billion but $FIVN is only worth $2? I understand Gensys is larger, but not THAT much larger. theinformation.com/briefings…

Salesforce, ServiceNow Invest $1.5 Billion in Contact Center Firm Genesys

Salesforce and ServiceNow have each invested $750 million in contact center automation company Genesys, in the latest sign of AI breathing new life into one of the older segments of the enterprise...

theinformation.com
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Hunh, well $OLO apparently preferred a $10.25 all cash offer from Thoma Bravo than a $13 offer from "Party A", whose identity is found in "party".
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Is the setup for software really that bad here? Didn't most companies hold back on guidance?
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