Porter Collins ✓

@Seawolfcap · joined 15 Apr 2012

Value investor, short seller and 2 time Olympian. Always looking for the next Big Short. https://t.co/HlIq3cxDsb

52 241Followers

2 291Following

5 610Posts total

91.8KViews on collected posts

Ultimi post

Porter Collins ✓@Seawolfcap19 Aug

Well done team.... 12.5K views · 115 likes · 14 reposts · 14 replies Open on X →

Porter Collins ✓@Seawolfcap19 Aug

$40 trillion = $360,749 per taxpayer https://t.co/pIwxK08U6j

12K views · 5 likes · 2 reposts · 1 replies Open on X →

Porter Collins ✓@Seawolfcap24 Jul

This was our first Tesla rant in a while. 14.3K views · 29 likes · 2 reposts · 3 replies Open on X →

Porter Collins ✓@Seawolfcap17 Jun

With the US momentum index up 37% YTD we thought we would write a somewhat contrarian article today. It happens to everybody. What do you do with a stock when it breaks the 200dma and becomes a "chartists" nightmare. A bit of anger in the article too... @VD718 @dmoses34 15.3K views · 53 likes · 5 reposts · 4 replies Open on X →

Porter Collins ✓@Seawolfcap13 Jun

@Seawolfcap Awesome read! My channel checks fully align on the Euro and Cad mkts. Last time comparable unit econs were in a filing was 2019… ~$455Usd/lbs. No structural way to cut costs to compete with $GLASF https://t.co/76c5N8WrP4

203 views · 3 likes · 0 reposts · 0 replies Open on X →

Porter Collins ✓@Seawolfcap12 Jun

Yesterday's Substack post was more of a "think piece" but it was one of my favorites. R.E.M. is depressing music but appropriate for the largest retail stuffing ever. https://t.co/hwiV1gfn0D 7.5K views · 18 likes · 1 reposts · 2 replies Open on X →

Porter Collins ✓@Seawolfcap29 May

@Seawolfcap You and Cohodes are great touts and the stock is rising on that alone. Problem is, interstate commerce is not even in view yet. You can’t move the stuff out of Cali. And despite Cohodes trying to will it so, the November hemp ban is very unlikely to change. Tread cau 837 views · 4 likes · 0 reposts · 2 replies Open on X →

Porter Collins ✓@Seawolfcap28 May

@Seawolfcap Thanks for sharing this. I’d add the “meme case”…. It’s the base case or the bull case, but add in a stupid overshoot WAY beyond comp to PM based on the fact that there will be real/sustainable growth and that there has never been a group so ripe to be “moon”ed. 692 views · 4 likes · 0 reposts · 0 replies Open on X →

Porter Collins ✓@Seawolfcap28 May

We have a free Substack follow up on $GLASF today. The stock is up 50% from our November report. Positive and negative feedback welcome. https://t.co/VaO0Pe4iV9 28.3K views · 64 likes · 11 reposts · 7 replies Open on X →

Rispetto ad account della stessa dimensione

3 post degli ultimi 90 giorni, accanto alla fascia di 10K–100K follower. arriva a molti, ma pochi di loro reagiscono.

Visualizzazioni mediane12 546questo account1 018mediana per 10K–100K

Copertura, %24.02%questo account3.99%mediana per 10K–100K

Interazione, %0.24%questo account1.55%mediana per 10K–100K

Metrica	Questo account	Mediana per 10K–100K	Rapporto
Visualizzazioni mediane per post	12 546	1 018	12.3×
Copertura (visualizzazioni ÷ follower)	24.02%	3.99%	6.02×
Tasso di interazione	0.24%	1.55%	0.15×

Altri account di questa fascia → Confronta con un altro account → Come sono costruiti questi parametri →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

28.3K28 May

692

83729 May

7.5K12 Jun

20313 Jun

15.3K17 Jun

14.3K24 Jul

12K19 Aug

12.5K

Last 9 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.29%28 May

0.58%

0.72%29 May

0.28%12 Jun

1.48%13 Jun

0.40%17 Jun

0.24%24 Jul

0.07%19 Aug

1.14%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.55%.

What the audience does

Likes71.1%295 in total

Reposts8.4%35 in total

Replies8.0%33 in total

Bookmarks12.5%52 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.