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vlad tennv

T2 · manager / operator

Co-founder and CEO of Robinhood (HOOD); led expansion into 13 $100M+ ARR business lines including Gold Card, Legend desktop trading, futures, crypto, and Robinhood Social; advocates for broad individual ownership of financial assets.

2 calls·1 name·100% bull·last heard 12 days ago·TBPN
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$HOODRobinhoodposition

Tennv: 13 business lines >$100M ARR each, Gold Card at 3% cashback driving million users, expanding into social, futures, international

Robinhood's diversification across 13 high-revenue lines (Legend desktop trading, Gold Card, crypto, futures, social network with verified trades) creates a self-reinforcing ecosystem; the Gold Card's simple 3% cashback drives viral growth, while social combines real portfolios with opinions for unique content primitive.

TBPN2026-07→

most discussed · click a bar to filter

recurring themes

2 total
$HOOD
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Robinhood
HIGHvlad tennv·TBPN·12 days ago· position
Tennv: 13 business lines >$100M ARR each, Gold Card at 3% cashback driving million users, expanding into social, futures, international
Robinhood's diversification across 13 high-revenue lines (Legend desktop trading, Gold Card, crypto, futures, social network with verified trades) creates a self-reinforcing ecosystem; the Gold Card's simple 3% cashback drives viral growth, while social combines real portfolios with opinions for unique content primitive.
"We've got 13 business lines. So lucky number 13, generating a 100 million in annualized revenue or more. So we added two more this quarter. Robin Hood Legend, which is our pro tra…"
166:00
$HOOD
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Robinhood
HIGHvlad tennv·TBPN·12 days ago· position
Robinhood hits 13 business lines >$100M ARR, Gold Card at 3% cash back drives million users
Robinhood has diversified into 13 distinct $100M+ ARR lines (Legend desktop trading, Gold Card, futures, crypto, etc.), creating a durable multi-engine revenue model; Gold Card's simple 3% cash back drove viral growth to 1M+ holders; Social network ties real trades to opinions for credible financial content.
"we've got 13 business lines... generating a 100 million in annualized revenue or more. So we added two more this quarter. Robin Hood Legend... and the Robin Hood gold card crossed…"
155:00