Michael Sikand 🦑 @michaelsikand Jan 18, 2023 1/ This guy made tens of millions selling the same app to two different ...
Valuation rerating supports WASH — idea initiated from a collection of social posts by Michael Sikand. The primary source is a Jan 18, 2023 thread; related posts by the same author provide additional thematic color but do not introduce new public tickers or concrete catalysts.
Linked assets
1 ticker linked: WASH. Thesis: a valuation rerating could support upside in WASH. The attached source material is social-media commentary from Michael Sikand; no proprietary financial models or explicit price targets are provided.
Thesis: WASH could benefit from a valuation rerating. Source material is a social-media thread by Michael Sikand; no detailed catalysts, targets, or valuation analysis are provided in the source.
Michael Sikand 🦑 @michaelsikand Jan 18, 2023 1/ This guy made tens of millions selling the same app to two different ...
Source proof
Source proof: Supported source proof | 1 extracted claim | 1 directional asset | 1 supporting author | headline-like title review
Primary source: Michael Sikand Twitter thread (Jan 18, 2023). Related posts from the same author provide anecdotal and thematic context but do not cite additional public-company tickers or specific catalysts tied to WASH.
Post is a non-investment anecdote praising @nikitabier for repeatedly selling the same app to different companies. No public-company, sector, macro, product-cycle, valuation, or catalyst details are provided; no cashtags/tickers mentioned.
Post highlights extreme market-cap appreciation and trading volume in $BMNR, framing it as a leveraged/strategic acquirer of ETH (analogous to MicroStrategy’s BTC approach) and calling it “Exxon Mobil of digital oil.” Actionability is moderate: there is a clear bullish framing and asset-allocation narrative, but no concrete catalyst, valuation work, or timing/levels beyond hype/scale comparisons.
Post claims the author concentrated 70% of portfolio into an unnamed “secret smallcap” expected to 10x because it “powers Anduril’s subsea drones,” framing an “ocean/subsea” defense-spending supercycle. No identifiable public ticker is provided, so no directly tradable ticker idea can be formed from this text alone.
The post is a personal announcement about selling a startup to Morning Brew, presented as a thread about building/exiting a TikTok media company. It contains no cashtags, no public-company tickers, no macro/sector call, and no investable catalyst tied to a publicly traded security.
Non-investing social post (story about Thomas Tull backing Christopher Nolan; dynamic pricing at laundromats). No public-market ticker, catalyst, position, or actionable market view is stated in the provided text.
Supporting authors
Single author: Michael Sikand. Posts are social-media commentary and anecdotes; they are not investment research, and they lack detailed valuation work, timing, or concrete catalysts.
Unlock full thesis monitoring
If you consider acting on this thesis, perform independent due diligence: review WASH’s financials, valuation, and potential rerating drivers rather than relying solely on social-media anecdotes.