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Rod Alzmann Profile
Rod Alzmann

@RodAlzmann

22,040
Followers
2,401
Following
3,598
Media
18,269
Statuses

Not Head of Macro. Private investor hunting for nuggets of knowledge.

Tampa, FL
Joined January 2010
Don't wanna be here? Send us removal request.
Pinned Tweet
@RodAlzmann
Rod Alzmann
13 days
I have never held @TheRoaringKitty on my shoulders, he is not a cat.
@ryancohen
Ryan Cohen
2 years
Anyone going to the movies tonight? 🍿
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@RodAlzmann
Rod Alzmann
3 years
@ryancohen Okay, I’ll buy back in.
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@RodAlzmann
Rod Alzmann
2 years
@elonmusk @EvaFoxU @SECGov Ser, most of us have lost count how many securities law violations you've achieved in the last two months. Clearly no one there is home.
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@RodAlzmann
Rod Alzmann
2 years
The part of the Melvin Capital story that bugs me the most is the ceaseless gaslighting by media that 'rabbid Redditors took him down'. Clearly there was an embedded risk management issue. In their GameStop trade (which was up ~80-90% at various times from initial short 1/x
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@RodAlzmann
Rod Alzmann
2 years
@ryancohen You may remember this one from when we got #WeWantCohen trending back in December 2020 after management lost shareholder support :kekl: :alwayshasbeen:
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@RodAlzmann
Rod Alzmann
2 years
It is absolutely mind boggling how much analysts like Chukumba and Pachter LOATHE GameStop & Cohen's transformation
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@RodAlzmann
Rod Alzmann
2 years
There’s no fucking MovieTokenCo and GameStop partnership
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@RodAlzmann
Rod Alzmann
3 years
GameStop closed at $3.76 on my birthday last year. What a year it has been. Congratulations to the OGs, 🦔s, and all investors that put in the work. Cheers all!
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@RodAlzmann
Rod Alzmann
3 years
I still have to laugh at the fact the company diluted shareholders by <5% and simultaneously raised more than twice what the company was worth before @ryancohen disclosed his first 13D. #NotSoEfficientMarkets
@RodAlzmann
Rod Alzmann
3 years
GameStop completed the sale of 3.5M shares at a $157.43 average in their ATM, raising $551M dollars on a gross basis. CC: @GMEdd
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@RodAlzmann
Rod Alzmann
2 years
Once you see it you can't unsee it. Saw this shared in a Discord and literally LOL'ed.
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@RodAlzmann
Rod Alzmann
2 years
One year ago today, Sophos purportedly closed their ~8M share $GME short, helping send the price surging over 100% intraday as Ryan Cohen’s bloodless coup Sunday board settlement claimed its first victim.
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@RodAlzmann
Rod Alzmann
2 years
One year ago, @TheRoaringKitty revealed himself to be u/DeepFuckingValue … what transpired over the next ~30 days would change the world forever. Cheers, my friend.
@TheRoaringKitty
Roaring Kitty
3 years
$GME
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@RodAlzmann
Rod Alzmann
3 years
Pro-tip: Don’t write naked calls on GME.
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@RodAlzmann
Rod Alzmann
3 years
GameStop isn’t like Dogecoin because one remains a deeply misunderstood player whose business prospects are bright led by a dream team of e-commerce & customer obsessed execs...and the other is a shitcoin
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@RodAlzmann
Rod Alzmann
2 years
Ken Griffin on Clubhouse tonight said he downloaded a game on his Xbox and that is why GameStop will see the same fate as Blockbuster. I guess he and Gabe still are unhappy about how wrong they're being proven while ignoring the transformation. Gotta get some better dd, gents.
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@RodAlzmann
Rod Alzmann
2 years
@ryancohen Well at least this makes it clear, mostly you’re stirring the pot. Btw the customer service in the stores & appearances have been much better the past year, good stuff.
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@RodAlzmann
Rod Alzmann
3 years
People don’t realize... GameStop analysis & research was a second job. This is why the OGs who put the work in are so worn out & frustrated by the media’s shallow portrayal. I’ve done my best to set the record straight w pods/interviews. There will never be another GME.
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@RodAlzmann
Rod Alzmann
3 years
I have no position in Robinhood, but wow this is damning. Expecting multiple high level resignations soon.
@EpsilonTheory
Ben Hunt
3 years
Jim Swartwout, Robinhood’s President and COO, is both trading on MNPI and tipping. This isn’t a gray area. This is black and white. If this doesn’t matter, nothing matters. #BITFD
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@RodAlzmann
Rod Alzmann
3 years
I wonder how much the first @GameStop NFTs go for.
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@RodAlzmann
Rod Alzmann
3 years
No. It’s not.
@business
Bloomberg
3 years
Dogecoin is the GameStop of cryptocurrencies
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@RodAlzmann
Rod Alzmann
2 years
🚩🚩🚩🚩🚩🚩🚩🚩🚩🚩
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@RodAlzmann
Rod Alzmann
2 years
I joke around on here a lot, but I'm dead serious when I say if you have money you cannot afford to lose 'invested' in $AMC, please take a serious look at what the CEO is doing () and reconsider the choice of where you allocate your hard earned dollars.
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@RodAlzmann
Rod Alzmann
3 years
Finished the "Game Stopped" documentary... kind of blows my mind they failed to mention @ryancohen even ONCE. I hope follow-ups do a better job digging into WHY the market began rapidly re-pricing GameStop over 2H20 and not just shilling a David vs. Goliath facade. #WeGotCohen
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@RodAlzmann
Rod Alzmann
2 years
Seriously, @Twitter , why is @GMEdd shadowbanned? The fact that the handle generates as much engagement and active participation even being banned from top search results and various ways in feeds speaks to the fact that real people value our work. Do your own due diligence.
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@RodAlzmann
Rod Alzmann
3 years
GameStop closed at $254.13 today, up ~100x from a $2.57 all-time low last year. It's unfortunate the deep pocketed parties that were incorrect in their fair market value assessment refuse to acknowledge their poor analysis and risk management practices.
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@RodAlzmann
Rod Alzmann
3 years
Someone shared this and I LOLed $AMC $GME
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@RodAlzmann
Rod Alzmann
3 years
What a clown. I was happy to explain the actual fundamental based bull thesis for GameStop to this guy months and months ago—like when he called up management begging them to issue shares at ~1/5th the current price. Jimmy Shill needs to stop.
@jimcramer
Jim Cramer
3 years
WSB, keep your fire power for $AMC and $GME. There is too much money being lost on your other names. You might not be able to keep buying AMC or GME up here if you keep this up. Just sayin.
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@RodAlzmann
Rod Alzmann
3 years
If the price of $HOOD were to rise too high, too fast, and Robinhood lacked clearinghouse collateral… it would be hilarious if they removed the buy button from their own stonk
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@RodAlzmann
Rod Alzmann
2 years
@ryancohen As nonsensical as is sounds, Anthony Chukumba is the answer.
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@RodAlzmann
Rod Alzmann
3 years
Seeing tweets like this just highlight to me that a group of funds blatantly orchestrated this entire charade. Sad.
@jimcramer
Jim Cramer
3 years
AMC buyers HOLD!
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@RodAlzmann
Rod Alzmann
2 years
It's so sad that the @Twitter shadowban of @GMEdd is so extreme that they've rendered the account nearly inaccessible for people that want to follow along with our research that has been published in multiple analyst reports & media outlets. Shame on you for weakening discourse.
@GMEdd
Due Diligence
2 years
Just over one year ago, GMEdd․com published our first GameStop Research Report, citing that Ryan Cohen’s influence pointed to a $169 PT on $GME.
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@RodAlzmann
Rod Alzmann
2 years
The shirt is really comfy, btw. $GME
@GMEdd
Due Diligence
2 years
GMEdd․com Co-Proprietor @RodAlzmann spoke with Bloomberg Quicktake to discuss GameStop's plans to launch an NFT Marketplace later this year. “GameStop has millions of PowerUp Rewards members, if they can onboard any percent into the marketplace, that’s a competitive edge.”
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@RodAlzmann
Rod Alzmann
2 years
Since November this guy has dumped ~80%+ of his shares in the company he leads.
@CEOAdam
Adam Aron
2 years
In January, the officially reported short interest in AMC rose by 13.8%, from 94.8 million short shares on Dec 31 to 107.8 million shares on Jan 31. I still have an interest in 2.3 million AMC shares. So, I hope those short sellers are wrong, wrong, wrong. Only time will tell.
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@RodAlzmann
Rod Alzmann
2 years
Millennial activist strikes again: Cohen's $BBBY letter: Love: "....we do not place significant emphasis on any one quarter or any one year when evaluating a business...To the contrary, we are maniacally focused on the long-term.
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@RodAlzmann
Rod Alzmann
2 years
Damn the AMC apes are upset that Papa Silverback keeps dumping on them. #FeelsBadMan #ApesGettingDumpedOn
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@RodAlzmann
Rod Alzmann
3 years
GameStop CEO announcement tomorrow premarket?
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@RodAlzmann
Rod Alzmann
3 years
My lambo is a rabbit
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@RodAlzmann
Rod Alzmann
3 years
Throwback to after $GME 3Q20 when retail revolted and Ryan Cohen’s ascent was assured.
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@RodAlzmann
Rod Alzmann
3 years
Officially short AMC. Come at me.
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@RodAlzmann
Rod Alzmann
2 years
The Twitter shadowbans for @GMEdd & myself are getting very frustrating, ngl
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@RodAlzmann
Rod Alzmann
3 years
Heard my boy @TheRoaringKitty told Congress he likes the stock, and bought more of the stock. Legend. I'm really liking what I've seen from a personnel perspective the past few weeks.
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@RodAlzmann
Rod Alzmann
2 years
Already seeing articles that GameStop’s partnership implies desperation and a lack of strategy.
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@RodAlzmann
Rod Alzmann
3 years
Just an afternoon visit to a dYiNg MaLl-bAsEd rEtAiLeR…
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@RodAlzmann
Rod Alzmann
3 years
This right here is why I'm going to put on a long $GME / short $AMC trade next week. Happy 4th of July to all investors, speculators, and apes!
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@RodAlzmann
Rod Alzmann
3 years
I just sent #BUY +100 $GME at @221 .50 LMT GTC_EXT #orders @TDAmeritrade
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@RodAlzmann
Rod Alzmann
2 years
Excited to see what comes next.
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@RodAlzmann
Rod Alzmann
2 years
@unusual_whales @pulte If you’re actually interested in fundamental research, you should review @GMEdd ’s work.
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@RodAlzmann
Rod Alzmann
3 years
Lol. Remember that time I thought GameStop was going to retrace further after yesterday? Is it possible to be any more wrong?
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@RodAlzmann
Rod Alzmann
3 years
Look at all these leaders going to Blockbuster! #WeGotCohen
@GMEdd
Due Diligence
3 years
GameStop is poaching talent from the best — Amazon, Chewy, Facebook, Google, & more. LinkedIn indicates over 30 new hires from high growth e-commerce stars. GMEdd discovered the motivations as to what would compel someone to make such a career move.
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@RodAlzmann
Rod Alzmann
2 years
Seems like something that would delight users.
@GMEdd
Due Diligence
2 years
The GameStop Wallet (L2) grants users significantly lower fees than leading competitor MetaMask (L1). An $11 transaction on MetaMask can cost the user between $10 and $19 in gas fees. That same transaction on GameStop Wallet? 22 cents.
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@RodAlzmann
Rod Alzmann
2 years
I have no idea if anyone will see this tweet. It seems like any interactions with the exiled G M E D D handle are being shadow banned to the nth degree.
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@RodAlzmann
Rod Alzmann
2 years
@matt_kohrs @Benzinga @business No, it’s a reminder that you all are relentlessly focused on the nearly insolvent movie theater company and not the video game purveyor amid a legitimate digital transformation. 🤤
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@RodAlzmann
Rod Alzmann
2 years
Definitely Chewy vibes.
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@RodAlzmann
Rod Alzmann
2 years
LOL the interview clip was 4:20 🤣
@GMEdd
Due Diligence
2 years
GMEdd․com Co-Proprietor @RodAlzmann spoke with Bloomberg TV to discuss GameStop's Q3 2021 financial results and ongoing transformation.
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@RodAlzmann
Rod Alzmann
3 years
I'm going to join the 🚀 gang, bought 20x $300C 0DTE, 10x $700C Mar19,... Now this is speculating!
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@RodAlzmann
Rod Alzmann
3 years
Is anyone else mentally & emotionally exhausted? Asking for my sanity.
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@RodAlzmann
Rod Alzmann
3 years
GameStop: $33,847
@JonErlichman
Jon Erlichman
3 years
Value of $1,000 invested 1 year ago: Dogecoin: $274,521 Ethereum: $17,186 Bitcoin: $5,872 Penn National: $4,700 The Gap: $4,375 Tesla: $4,103 Moderna: $2,754 FedEx: $2,613 Zoom: $1,900 Twitter: $1,797 PayPal: $1,748 Google: $1,728 Apple: $1,679 Amazon: $1,383
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@RodAlzmann
Rod Alzmann
2 years
lol that movie token place never even had a huge short interest. Craziest psy-op ever. I genuinely feel bad for those suckered in losing money they couldn’t afford to.
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@RodAlzmann
Rod Alzmann
2 years
The revised @GMEdd bull case price target is comparable, $1,069. Execution has to happen, but too many clowns keep thinking this is the GameStop of yesteryear...
@HedgeyeRetail
Brian McGough
2 years
Did I just hear @HedgeyeRetailJM say that a bull case on $GME from here is pushing $1,000? Not the call we're making rn, but be careful if you're one of the many institutions calling us saying that it's time to short it on 'valuation'. GME Black Book TODAY
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@RodAlzmann
Rod Alzmann
3 years
We have to thank @CitronResearch for this. Without their foil the @GMEdd team wouldn’t have built our report & model. Newton’s third law on squeezeroids.
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@RodAlzmann
Rod Alzmann
3 years
Honestly in the entire $GME saga the most confounding part (to me) remains what happened in late February...unfortunately this falls outside the scope of the report :
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@RodAlzmann
Rod Alzmann
2 years
I expect indictments within ~18 months. What’s your best guess?
@CEOAdam
Adam Aron
2 years
You know, as the sitting CEO of an NYSE-listed company, I could never say publicly what is in NorCal’s tweet, not in a million years. But, hey, I can’t stop you from saying it. #HaHa . What I can say to those who doubted AMC’s investment in HYMC…. #CHOKEonTHAT
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@RodAlzmann
Rod Alzmann
2 years
What is this business worth?
@GameStopNFT
GameStopNFT
2 years
📚 Meet the new kid on the blockchain #GameStopNFT
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@RodAlzmann
Rod Alzmann
3 years
Looking like one of those Power to the Players kinda days
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@RodAlzmann
Rod Alzmann
3 years
One day the GameStop haters will swallow their pride and admit they were wrong. It will be great. $GME
@GerberKawasaki
Ross Gerber
3 years
One day we’ll see the last GameStop doc. It will be great. $GME
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@RodAlzmann
Rod Alzmann
3 years
While is currently overrun by a zergling rush of interested readers, I will share with you that the revised $GME bull case price target does yield an $80B market cap.
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@RodAlzmann
Rod Alzmann
3 years
“We were able to buy back less than 1% of our outstanding debt (not including lease liabilities!) using capital we raised from rampant dilution. This helps me spin a yarn to maintain a grossly inflated share price before I dilute you more next year, progress!”
@CEOAdam
Adam Aron
3 years
We were able to buy back at par $35 million of @AMCTheatres ’ most expensive debt, with its 15% interest rate. That saves us more than $5 million of interest cost annually. Progress is made when you take big steps or small steps. The important thing is that you are moving forward.
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@RodAlzmann
Rod Alzmann
2 years
the end of Melvin Capital was not a purely unfair turn of events for a leveraged trader that leaned hard on his shorts & bet hard on high duration tech/HF hotel favs. It was a self inflicted failure to manage risk prudently that build up over years. 6/x
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@RodAlzmann
Rod Alzmann
3 years
How mad is Anthony Chukumba going to be when GameStop's NFT marketplace opens up over the next few weeks 🤣 "To liken this to an Internet startup is an insult to Internet startups..." - Mr. Nonsensical
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@RodAlzmann
Rod Alzmann
3 years
First there was u/DeepFuckingValue… revealed to be @TheRoaringKitty on Christmas 2020. Now we have BiG Fucking Value: $BGFV the ubiquitous Reddit YOLO play of u/Sir_Jack_A_Lot & his pursuit of $10M. What a time to be alive:
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@RodAlzmann
Rod Alzmann
2 years
If $AMC went down 10% every calendar day until Christmas it would still be overvalued.
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@RodAlzmann
Rod Alzmann
3 years
I heard there’s a new Gamma variant accelerating
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@RodAlzmann
Rod Alzmann
2 years
I’m a blockchain noob, but so far I’ve been impressed by the ongoing influx of talent throughout their organization. Seems like a major product launch is any day now. There’s so much more to this ‘meme’ than one week in January.
@GMEdd
Due Diligence
2 years
GameStop has posted a job listing for a Blockchain Mobile Product Manager, stating, “At GameStop we value ideas over status quo and innovation over structure.” The listing goes on to state that the blockchain team is growing quickly to empower users in the world of web3.
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@RodAlzmann
Rod Alzmann
3 years
Farewell, George. Always has been, indeed.
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@GMEdd
Due Diligence
3 years
George Sherman has resigned from GameStop's board, effective immediately. Matt Furlong has been granted Sherman's seat. Furlong, a former Amazon executive, was hired as CEO as part of Ryan Cohen’s plan to expand e-commerce initiatives.
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@RodAlzmann
Rod Alzmann
3 years
GameStop now trades at a ~3x price to next twelve month forecasted sales... Remember when Melvin Capital didn’t close out their winning short when the P/S was <0.05x? #NeverForget
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@RodAlzmann
Rod Alzmann
2 years
Imagine a CEO tweeting something this meaningless for their business operations AND that they’ve been working for YEARS to make this announcement!
@CEOAdam
Adam Aron
2 years
We’ve been working for years to be able to make this announcement. Next week, we introduce at most of our AMC-brand theatres Impossible™ Nuggets! With crispy breading on the outside, and a tender juicy bite on the inside, it’s hard to believe they are made solely from plants.
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@RodAlzmann
Rod Alzmann
2 years
On this basis, oof. Tig if brue.
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@RodAlzmann
Rod Alzmann
2 years
I watched closer than anyone. I know what I saw. 7/end.
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@RodAlzmann
Rod Alzmann
2 years
Catch me on @business after the close discussing $GME earnings!
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@RodAlzmann
Rod Alzmann
3 years
Instead of trying so hard tarnish an innocent man ( @TheRoaringKitty ) like most of the media has done since January, maybe… just maybe, we’ll see some truth shed from the Gensler report. Not holding my breath. Those that know the truth were vindicated long ago.
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@RodAlzmann
Rod Alzmann
3 years
SEC report basically concludes that GameStop rapidly re-rated in January after experiencing one of the fastest shifts in sentiment in modern market history on the tail of the RC Ventures settlement. Price remains above our bull case many months later. You're welcome. CC: @GMEdd
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@RodAlzmann
Rod Alzmann
2 years
Dipped my toes back in Loopring this afternoon, ~55% below my exit in early January. Speculating there's some news coming 2/22/22, perhaps even tweet #69 ...
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@RodAlzmann
Rod Alzmann
3 years
“Now it is obvious the negative thesis was incorrect in all respects. GameStop turned out to be solvent, the streaming threat was overblown and the lease obligations for its retail stores were manageable.” - @firstadopter
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@RodAlzmann
Rod Alzmann
3 years
I’ve had a few drinks so… $AMC $AMCAPES $GME One of these can sell via e-commerce and the other has billions of dollars in debt 🤪
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@RodAlzmann
Rod Alzmann
2 years
Just as degenerate gamblers like Bill Hwang shouldn't have been able to accumulate insanely sized ownership positions in companies w/ no disclosure via TRS, shorts like Melvin Capital should've never been able to short a plurality of a company's shares w/o disclosure. Wen fix?
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@RodAlzmann
Rod Alzmann
3 years
Pretty incredible seeing people still defending Melvin Capital as the ‘victim’ (& not their abhorrent risk management practices) when they simply never updated their GME thesis. They were right until the market realized they were wrong. Then came FUD & bot campaigns. Then -54%.
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@RodAlzmann
Rod Alzmann
1 year
Big if true
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@RodAlzmann
Rod Alzmann
3 years
Market is closed, all short ladder dark pool swamp monster attacks shall be paused until Monday. Have a nice weekend.
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@RodAlzmann
Rod Alzmann
2 years
Stop, sell your GameStop now! Sell first, ask questions later! This is nonsensical!!!
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@RodAlzmann
Rod Alzmann
2 years
It's really strange signing off a work computer for the final time. Two multiyear stints at Fortune 500 companies down, time for something a bit more intimate...
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@RodAlzmann
Rod Alzmann
2 years
LFG!!! Private screening!!!
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@RodAlzmann
Rod Alzmann
3 years
Btw, this is my current GameStop position. Suffice it to say, I’m heavily exposed to the company’s success & share price.
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@RodAlzmann
Rod Alzmann
2 years
Sleek page that'll yield solid GameStop Wallet conversion for $GME. Eager to hear more about early metrics from the company come 2Q remarks! Congratulations to everyone on the team at @GameStop & @GameStopNFT on the launch, doesn't appear DOA to me 😉
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@RodAlzmann
Rod Alzmann
3 years
Well that's the shortest earnings call I've ever heard, personally.
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@RodAlzmann
Rod Alzmann
2 years
@jimcramer You’re an idiot
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@RodAlzmann
Rod Alzmann
3 years
😂… I’m sorry, when it came to WSB I preferred autist to ape, personally. But this is accurate:
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@RodAlzmann
Rod Alzmann
3 years
Going to have the man, the myth, the legend himself u/SIR_JACK_A_LOT on during the trading day tomorrow as he marches towards his $10M goal.
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@RodAlzmann
Rod Alzmann
3 years
$GME really likes the @GMEdd bull case price target.
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