Mark Mulhern - Manu Invests - Fundamentally Sound Substack. Quality investment insights. Breaking down financial statements & simplifying complex concepts.
Joined May 2025
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- Followers 5,914
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737 Photos and videos
Manu Invests retweeted
Most of you are far too emotional and shouldn't invest in single names.
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Manu Invests retweeted
Jun 16
More confident than ever… $UBER update in the works and coming soon.
23 Dec 2025
1/ The primary bear case against $UBER is summarized in two words: AV disruption.
Investors fear that AVs will crush Uber's ~30% take rate, destroying profitability.
I disagree. In fact, I believe an estimated 20% AV take rate is a massive tailwind.
Here is the math. 🧵
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$SEZL I shared my Sezzle writeup on SS at the end of November.
In Jan I called it as the best setup for 2026.
It has not disappointed and is showing no signs of slowing down. 🔥🔥🔥
Jan 11
$SEZL mentions on Reddit went parabolic after @ManuInvests published on it. Maybe the feedback was not that good, but time will show them.
Also on X we can start to see some increased attention after the CEO interview.
reddit.com/r/wallstreetbets/…
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Manu Invests retweeted
Only ~5% of SpaceX stock is floating right now
~95% $SPCX is still locked
Most don’t realize bearish pressure often comes later, when insiders finally get liquidity
Unlock schedule below ⬇️
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This.
It is likely no one in the $SPCX C-suite expects this current valuation to hold.
SpaceX did its job - the company used an IPO to raise $85B directly into their coffers. Their goal was to extract the maximum amount of funding out of the IPO, mission accomplished.
But current valuations aren't accurate... there is ~4% float trading... but ALL shares are valued based off last traded prices...
That should not be taken as the ACTUAL value of spacex.
There is a massive demand chasing a small amount of shares...
As more shares enter the market the demand for the shares decreases. As that happens the market will adjust for supply and demand and 'real' price discovery will happen.
Or it wont... and it will just keep going up.
Jun 16
You do understand that the only reason SpaceX is going up is because almost nobody can sell just yet, right?
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Houston, we’re on our way!
Our robotaxi fleet is already testing every day across the city. In 2027, you’ll be able to experience it for yourself.
The future of mobility is coming, and we’re building it together.
Built by @LucidMotors. Driven by @nuro. Available exclusively on @Uber.
Learn more: nuro.ai/blog/uber-nuro-and-l…
#autonomousvehicles #selfdriving #drivenbynuro #Texas
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Manu Invests retweeted
Jun 16
$META This is actually the beauty of META.
They are able to do incremental "attention" land grabs and expand potential ad surfaces.
Whatever the 500M MAU active user metrics represents - real/engaging users or re-directs from instagram - ultimately what matters is monetization and ROAS.
If it is there, it is worth the expansion. And the beauty of META ads is that it is all very measurable by companies.
And... believe it or not, this is the take on X because we are on X. There are populations of people that fundamentally do not and will not use X. Threads is one of the viable alternatives.
$META threads crossed 500M monthly active users.
I love the company… but seriously… who are these people? 😂🙂
I have never met a consistent user of that app.
And it feels like a ghost town compared to this one despite roughly similar monthly user counts.
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Manu Invests retweeted
Jun 16
“Meta hasn’t built a successful product since Facebook.”
This is what the power of distribution looks like - compounding on top of an enormous installed base. $META
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Jun 16
$HIMS back above 30... has met resistance breaking these levels.. let's see it it can hold.
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Manu Invests retweeted
Jun 15
Ackamn noted that the market is heavily distracted by momentum and hype specifically regarding semiconductor/memory chips and new IPOs.
This obsession drains attention and capital away from massive, highly profitable tech incumbents. Ackman named $META and $MSFT, noting that the market currently treats them as old-fashioned companies. This lack of excitement makes fundamentally dominant mega-caps "very cheap" on a relative basis compared to overvalued, hype-driven sectors.
Even $NVDA has recently become a lot cheaper on a price to growth basis as the market continues to follow momentum.
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Manu Invests retweeted
Jun 15
$SEZL Don't say I didn't tell you...
🚨🚨🚨NEW PODCAST EPISODE 🚨🚨🚨
Sezzle: Why This BNPL Stock Has Multibagger Potential $SEZL w/ @ManuInvests
(00:00) Introduction
(01:57) Understanding Sezzle's Business Model
(03:35) The Appeal of Buy Now Pay Later
(05:50) Sezzle's Unique Position in the Market
(09:24) Sezzle's Business History and Stock Performance
(13:00) Keys to Sezzle's Profitability
(15:21) Merchant Preferences and Sezzle's Strategy
(17:50) The State of the BNPL Industry
(21:20) Personal Insights on BNPL vs. Credit Cards
(26:34) Understanding Sezzle's Financial Growth
(27:01) Sezzle's Financial Performance and Growth Strategy
(31:30) Sezzle's Future: Market Positioning and Consumer Trends
(36:36) User Experience and App Functionality
(38:53) Valuation Insights and Growth Potential
(44:18) Risks and Challenges in the BNPL Market
(49:54) Misconceptions About Sezzle and BNPL
Follow the Chit Chat Stocks Podcast on YouTube, Spotify, and Apple Podcasts!
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Jun 15
Just buy it and skim.
$1.99.
Trust.
You owe it to the greats.
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Manu Invests retweeted
Jun 15
Nick Sleep letters are must reading for investors and founders. @FoundersPodcast has 2 great videos on this
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Manu Invests retweeted
Jun 9
It’s quite mindblowing how a few percentage points can impact returns so much. Compounding is truly a wonderful thing.
Consistent 20% annual returns may seem boring at first read vs screenshots of >100% but they are truly an incredible feat.
Consistency is the king of total lifetime returns.
10% return: $2.08M
15% return: $5.63M
20% return: $15.68M 👀🤯
25% return: $43.79M 👀🤯
Jun 7
IF YOU STARTED WITH $1,000 TODAY AND INVESTED $1,000 EVERY MONTH FOR 30 YEARS, HERE IS WHAT YOU WOULD HAVE:
Total invested: $361,000
-5% return: $184K
0% return: $361K
1% return: $421K
2% return: $493K
3% return: $581K
4% return: $689K
5% return: $820K
6% return: $980K
7% return: $1.18M
8% return: $1.42M
9% return: $1.72M
10% return: $2.08M
11% return: $2.53M
12% return: $3.08M
13% return: $3.76M
14% return: $4.60M
15% return: $5.63M
20% return: $15.68M
25% return: $43.79M
The S&P 500 has averaged roughly 10% annually over the last 30 years ... $2.08M from $361K invested.
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Manu Invests retweeted
Jun 10
CPI JUST DROPPED.
HEADLINE 4.2% YOY (EXP 4.2%)
CORE 2.9% YOY (EXP 2.9%)
BOTH IN LINE.
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