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Apr 22
Upstart is my most contrarian position to date.
I've never come across a more misunderstood company, with a deeper asymmetry, than $UPST.
And this is coming from an early Palantir $PLTR and Rocket Lab $RKLB investor!
Stay tuned for my debut article - follow and subscribe to my Substack!
-> substack.com/@harrykay
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Jun 12
Congratulations to Henry - an absolute pillar of the Upstart investor community!
$UPST @HenryInvests
Jun 12
EXCLUSIVE: Interview with $UPST CFO Andrea Blankmeyer x.com/i/broadcasts/1kJzDDWZk…
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Harry Kay retweeted
Jun 1
Agree, #UTPI is undeniably a leading indicator - it highlighted the model tightening in 3Q25 prior to ER. But the direct relationship is not 1:1, and is evolving quickly due to loan mix, etc. So I agree - it's directionally right, but not all encompassing
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Jun 1
Fantastic coup from @HenryInvests!
CFO of Upstart! Well done
Jun 1
📅 Mark Your Calendars!
Friday, June 12th • 8:30 AM PT / 11:30 AM ET • I'll sit down with @Upstart $UPST CFO Andrea Blankmeyer LIVE 🚨
Have a question you'd like to ask Andrea? Drop it below and I'll bring the best to the stage 🎙️
Watch live right here on X @HenryInvests or @Rebellionaire (X & YouTube) 🦁🦁
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Jun 1
Great work once again- June originations will be telling.
Jun 1
Upstart $UPST May Trustpilot #UTPI reviews hit 1,343, up 64.4% YoY and 19.5% MoM🛡️⚔️
May's Trustpilot Reviews per Day hit 43.3, up 64.4% YoY and 15.6% MoM, reaching a new all-time high. This comes in light of April UMI reaching 1.46, the highest level since August '26.
Upstart will publish May origination data this Wednesday (June 3), which will reconcile the relationship between Trustpilot reviews and Originations.
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May 17
This can never be part of a thesis and certainly isn’t factored into mine - but Upstart is unbelievably cheap right now and it’s starting to be recognised 👀
$UPST
reddit.com/r/wallstreetbets/…
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May 15
“Not dead”
May 14
Quick update: not dead.
$FIG Q1 results:
→ 46% YoY revenue growth, accelerating for the 2nd straight quarter
→ Net Dollar Retention Rate increased to 139%, our highest rate in over two years
→ Raising 2026 revenue guidance for the year
Design matters more than ever.
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May 15
Appears I virtually timed the bottom on Figma - suspect it will never reach these levels again…
Modest position at $17.30
Incredible earnings.
$FIG
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May 8
Upstart is a company you NEVER sell
May 8
Lol this idiot knows how to burn money. He'll flip it at 34
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May 8
This is exactly why I have no worries re operating expenses and balance sheet…
They’re backing what they know; not fleeing the ship.
It’s not often you see management purchase shares of any public company these days - massive news
$UPST
May 8
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May 8
Really great set of results for Omada - another company I’m keenly following.
Big fan of the CEO Sean Duffy a born founder: spotted a problem, fixed it himself.
$OMDA
May 7
@OmadaHealth just reported a milestone Q1 2026 💪
Very proud of the team for:
💡 1M Total Members, a first in our history
💡 Revenue 42% YoY to $78M
💡 GAAP net loss narrowed to $3M; positive Adjusted EBITDA (non-GAAP) in our highest-cost quarter
💡 Margins expanded; full-year guidance raised
Our business runs on four growth levers: expanding reach, increasing enrollment, deepening engagement, and operational efficiency. We delivered against each in Q1.
We believe our new offerings with Optum Rx and Lilly's Employer Connect will help catalyze our mission.
Grateful, proud, and more motivated than ever to keep bending the curve of chronic disease.
$OMDA tinyurl.com/yc38ck3v
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May 6
As far as I’m aware, they give solely yearly guidance now and this is for good reason: they’re juggling a very many things at once.
May 6
Dave talked about turning the corner to profitability a year ago or more, then they decide Q to Q whether that matters or not. They are all over the place.
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May 6
This is why I’m buying more $UPST
Follow the fundamentals, the transcripts, and the storyline; ignore the noise.
May 6
It’s May 2026 and $UPST is $28. If you told me that a year ago I would have said it’s impossible short of a embezzlement, financial mismanagement, or major financial crisis.
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May 6
By far the best investment of my career so far was buying this…
25x!
Better than buying Palantir itself at $6!
$PLTR
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