Shanu Mathew(@ShanuMathew93):Investing X and substack is such an interesting phenomenon -on one side you have retail garbage / x bois that just repost/steal content and pump stocks based on regurgitated anecdotes, vibes, reference to someone else's 'credible' research with 10s to 100s of thousands of followers -then you'll have someone with like <1K followers do the most granular ROIC modeling or forensic accounting you've ever seen the range is so wild haha

Shanu Mathew

@ShanuMathew93

Energy Abundance, AI Power & Data Centers, NBA, & Rap posts. PM equities. Prior: HY credit, ibanking. All views expressed = personal. No investment advice. DYOR

参加 June 2019

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Shanu Mathew@ShanuMathew93

2026.08.09 11:07

Investing X and substack is such an interesting phenomenon -on one side you have retail garbage / x bois that just repost/steal content and pump stocks based on regurgitated anecdotes, vibes, reference to someone else's 'credible' research with 10s to 100s of thousands of followers -then you'll have someone with like <1K followers do the most granular ROIC modeling or forensic accounting you've ever seen the range is so wild haha