thelapurchaser
@thelapurchaser
Past bets that played out
These are the clearest thesis calls with observable outcomes, linked back to the original videos.
Very short social post expressing negative sentiment (“Hell on Earth”) about attending/experiencing two investor conferences: JPM Healthcare and Morgan Stanley TMT. No company-specific, sector-specific, macro, valuation, catalyst, or positioning claims are made; no cashtags/tickers present.
Very short social post expressing negative sentiment (“Hell on Earth”) about attending/experiencing two investor conferences: JPM Healthcare and Morgan Stanley TMT. No company-specific, sector-specific, macro, valuation, catalyst, or positioning claims are made; no cashtags/tickers present.
A humorous/behavioral quip about internal pitching dynamics between analysts and portfolio managers. No market, macro, sector, or company-specific content; no cashtags; no catalysts. Not actionable for trading.
What this channel is watching now
Recent mentions show where this author is concentrating attention right now.
Latest videos and market context
Recent source posts from this author. Create an account to inspect the complete persisted research trail.
TheLAPurchaser @TheLAPurchaser 18h 10yr 4.7% -- anyone care? 1 2 20 3.8K
Single-line macro/rates observation: “10yr 4.7% -- anyone care?” No tickers, no positioning, no catalyst framing beyond noting the 10Y yield level. Low actionability.
TheLAPurchaser @TheLAPurchaser Jul 22 I think $TMO will be ok guys 4 30 6K
Single-line social post expressing reassurance on Thermo Fisher ($TMO): “I think $TMO will be ok.” No catalyst, timeframe, or supporting reasoning provided.
TheLAPurchaser @TheLAPurchaser Nov 16, 2025 Economy is fine. My gf keeps buying useless shit.
A joking anecdote implying consumer spending is still strong (“economy is fine… keeps buying useless shit”). No tickers, catalysts, or actionable positioning information.
TheLAPurchaser @TheLAPurchaser Oct 25, 2025 Note to analysts: Your PM not listening to you? Pitch it to his best frie...
A humorous/behavioral quip about internal pitching dynamics between analysts and portfolio managers. No market, macro, sector, or company-specific content; no cashtags; no catalysts. Not actionable for trading.
Proof-backed call history
These are recent thesis calls tied to original source content where available.
Very short social post expressing negative sentiment (“Hell on Earth”) about attending/experiencing two investor conferences: JPM Healthcare and Morgan Stanley TMT. No company-specific, sector-specific, macro, valuation, catalyst, or positioning claims are made; no cashtags/tickers present.
Very short social post expressing negative sentiment (“Hell on Earth”) about attending/experiencing two investor conferences: JPM Healthcare and Morgan Stanley TMT. No company-specific, sector-specific, macro, valuation, catalyst, or positioning claims are made; no cashtags/tickers present.
A humorous/behavioral quip about internal pitching dynamics between analysts and portfolio managers. No market, macro, sector, or company-specific content; no cashtags; no catalysts. Not actionable for trading.
Post flags a potential “peak pod” / crowded momentum unwind: multiple market-neutral platforms reportedly experiencing worst drawdowns since inception, per $GS prime brokerage data (platform funds down 18 of last 29 days). Implies de-risking, concentration unwind, and factor/crowding reversal risk rather than a single-ticker catalyst.
Speaker describes a highly positive first-hand Waymo (Alphabet) robotaxi user experience and explicitly links it to "$UBER terminal value questions," implying autonomous ride-hailing could pressure Uber’s long-term economics. This is a qualitative adoption signal rather than a near-term catalyst.
Speaker describes a highly positive first-hand Waymo (Alphabet) robotaxi user experience and explicitly links it to "$UBER terminal value questions," implying autonomous ride-hailing could pressure Uber’s long-term economics. This is a qualitative adoption signal rather than a near-term catalyst.
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@thelapurchaser
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