SingleDigitCap
@ComebackCap
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2K
Following
17K
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925
Statuses
11K
tweets about arsenal, investment management. probably wrong
Joined February 2022
I worked for Todd - there are so many uninformed takes going around. Geico needed a complete re-org. Thatâs what he did. It was a retirement home, and can probably continue to cut jobs. Sure itâs âsadâ but the environment requires more discipline, esp with PGR.
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Appaloosaâs public 13F literally outperforms the index and most of fintwit.
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This is gaslighting to the highest degree. $98 for 10 people is a fucking steal
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I have been dating my best friend for 8 years. Itâs about time to end that! đđ.
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Perspective: If you live in a nice area, take vacations, drive a decent car, eat well and can buy most things you need, then relative to the general population you live in a Utopia.
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All of these multi-managers posting crazy fucking returns are why the LO/SM market is shrinking. Fast. Next the alts are gonna roll out mm platforms.
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The most junior person on our team is 9 months in. Rhodes scholar type. Was into changing the world and then realized she needed a job. She is absolute garbage. 2/10. Entitled, doesnât try, no ideas, doesnât make meetings productive etc⌠my bosses all thought sheâd be goodâŚ.
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+154% YTD. Sized meta up right end of last year, net long AF since q3 â22. Some other honorable mentions, anet, estc, wst, wms, Uber.
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Most interesting non-US sub $1b cap companies? Iâll start, Mensch and Maschine, Helios Tower, Judges Scientific and Ashtead Technologies.
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My old boss had me do this bear case scenario for Sea Limited ($se) back when it was above $200. My bear case was sub $50. We are there, and neither of us want to touch it. Now of course the bear case is $0.
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Fuck my ass. Bunch of retards over there.
Iâm buying $bill.
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Biggest error of omission this year was Netflix for me. The max pessimism at 180, was cheap, and is dominate with all the right fundamental characteristics youâd want in a winning business. Bears are wrong. Legacy media has spent multiples of Netflixâs ev and canât touch em.
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Once you stop working for money, what do you work for? How many people find true purpose?.
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i love when you get a long sellside primer with tons of good info and they're like "so our PT of $69 is based on next year EPS on a 25x multiple based on peers".
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Sitting next to old money in Naples, his grandson telling him âyou wanna be in things that wonât go away, staples, Energy to a degree, and cryptoâ im gonna poop my pants.
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Coming from âStreetâ to corp role the biggest difference is how many people are Excel cavemen. Formatting, charts all of it is just atrocious. Learning why Excel is actually a skill lol.
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Earnings have quadrupled, return on equity has increased 10% and over 100% ttm fcf goes to buybacks. Yet I am the same price that I was 6 years ago. Who am I?.
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I really need to get back into markets professionally. Best position I got to was being the analyst for a guy running 200m, broad mandate - worked on some very cool things over the 4 years. Left to go into tech and make more money with better life balance as I start my family.
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Okay here it is, 2024 was a good year in my PA and ran long (like 150%) the whole year . 65% YTD, 2.2 sharpe.Winners: TPL (ctr 10), SE (8), PM, META, FNMA (5).Losers: EPAM (-1), WSC, WMS, CACC, AMD (-.5).
+154% YTD. Sized meta up right end of last year, net long AF since q3 â22. Some other honorable mentions, anet, estc, wst, wms, Uber.
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Iâm gonna be one of those âday in the lifeâ tik tokers just watch out.
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Canât wait for FICO to hit $1000, will never forget the reaction of my boss when I pitched it around $350.
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Fico is the most cracked company I have ever seen (6 year career).
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This earning season feels very âpureâ. Am I alone in thinking this? Bad ERâs getting slammed, Good ones being rewarded, and all relative to valuation. Has made much more sense than past qâs.
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Wait until people realize, this isnât the 1970âs, not the Internet Bubble, nor 2008 bust. Itâs of less magnitude than any of those and the Fed will have done a *good job* in hindsight.
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Up next for wreckage are some of my all time favorite names like $ctas, $fico, $cp, $wcn.
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I want equities to be in a bull market but Airbnb owners to get wiped out.
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@3YearLetterman @WayneGretzky @DaveCoulier @Alanis @VancityReynolds @JessePalmerTV @DougFlutie @celinedion @DeionSanders @Grimezsz @TimHortons bruh there's around 38m people in canada! lmaooo.
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One of the biggest mistake you can make in life is not having enough fun.
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After joining a team that is all ex-consultants, they definitely have a different way of working than I was ever required to have. Extreme dedication, attention to detail and stone cold.
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Some folks on here absolutely nailed Sea Limited $SE. kudos.
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Quotes from an old boss (no, I am not lying):. âSaylor is an evangelistâ . âI like Chamath, he is a smart guyâ . âBuffett just got lucky with the value factorâ . âAll that stocks are, is a combination of random letters and numbersâ . In hindsight, should have left sooner đ.
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Someone is going to make a ton of money in MedTech but unfortunately it wonât be fintwit đ.
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@verdadcap is one of the best weeklies to hit my inbox. first one I open and most of the time it's the only one worth reading. just great context around markets.
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Favorite crewneck sweater brand? Wearing brooks bro cashmere but wanna up, not quite LP but looking to upgrade.
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feel like of all parts of finance sell siders or VC would be worst at starting a real business from scratch. a lot of PE and buyside guys would be fine business operators imo.
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Bull market over, amazon retail free and chatgpt is disrupting google. Goodnight.
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Have been buying stocks sub 10x p/e what is wrong with me.
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PA breaking out LFG. Levered up and like +50% YTD. Beacon to sell đ¨
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If youâre an RIA and you put any of your clients into anything relating to crypto currencies in the past 2-3 years you should be forced to close up shop. No exceptions. The vol is far too high to justify your fiduciary dutyâŚand theyâre fake so thereâs that.
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$epam, decision is to add down here. Theyâll be fine and getting a good deal with juicy forward returns. donât think terminal risk is there or that their biz has been fundamentally altered.
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if you think that higher rates can stop my redneck cousin from smoking cigs, eating at iHop and going to riverboat casinos, then you need to go on a vacation to Americana USA.
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Any time you see Abrams, Brave Warrior and MFN in a companyâs ownership, itâs probably a long.
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I love him.
Lee Cooperman, 79 years old & worth $2.5 billion, taking time to berate mgmt of a $80m market-cap TSX-listed penny stock
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Is there a better work/life/money balance than working in tech?.
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Is Seven Years in Tibet Brad Pittâs greatest movie? Itâs fantastic.
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Match Group $mtch is the biggest flaming pile of shit out there. Bet you could sell calls out the ass on this thing. Seems like a ânever go upâ like cvs of some shit.
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My YTD is -25%. Attribution:.Pos: Tractor Supply, Epam, Five Below, Orly, Mercadolibre.Neg: Amazon, Meta, Adobe, Topicus, Norfolk Southern .Not complete but thatâs the picture.
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Regarding the Druck PM story about the PM not driving a Tesla but being short. I feel the same way about TMT and Consumer. For example, Zscaler. Have you ever used it? If not, it sucks. Endless examples across the space both pos and neg. This is a heuristic but helpful sorting.
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@viggy_krishnan bears will tell you short covering. bulls will tell you fed clarity + strength in face of bad news. consultants will tell you what you wanna hear, and I'll tell you that I have no fucking clue.
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I donât stand for much as an anon in a cesspool like twitter, but one thing I wonât is FUD like the US needs to be destroyed. This dude reaped the benefits of the US system and then shits on it. gtfo
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anyone who outperformed me, with or without risk constraints, is levered beta. i donât make the rules.
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I always do this cool thing with edibles where I eat some, donât feel anything, have more and end up staring at the Netflix menu for 3 hours.
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Early in your life if you ainât maxxing the rothâs, ngmi.
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Wow. This is refreshing. Unfortunately people in power are not like this anymore.
When #JerrySpringer was mayor of Cincinnati, Nazis wanted to march downtown. He knew he had to allow it but worried what his parentsâwho were Holocaust survivorsâwould think. They told him, "This is America. Let 'em march.". RIP to a principled free speech advocate.
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Iâm gonna butt in. This is bad. Grandpa gonna lose money. All of these guys wearing 100k watches and dumb as hell.
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Fintwit cares significantly more about sounding smart than making money. I fully believe this. Better content in posting slides, podcasts, talking #âs etc.
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They donât make them like this anymore.
Taken from Microsoftâs IPO prospectus . It was a great company from the beginning
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What are relatively easy ways to set yourself apart at work? Iâll start:.Communicating promptly and being available. Easier said than done.
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i think the strategy of putting everything in BRK is interesting and I kind of admire it depending on the pool of capital. If grandma does this instead of using an FA I tend to think she's pretty smart.
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Lol no fucking kidding m8.
Resumes including âthey/themâ pronouns are more likely to be overlooked, new report finds (via @CNBCMakeIt)
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Did you tell your clients the world was ending, and move them out of equities when the indices were down 30%? Do you own gold and try to predict the economy? Time to retire.
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@bucketshopcap I also use the # of likes I get as a signal, if the post gets no likes, I donât buy, if more than 10 we absolutely send it.
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My Dadâs portfolio (rich): 50% Amazon, 30% Raytheon, 20% Paypal. I bet he outperforms me and most of fintwit.
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Price leads narrative. Sure. But I definitely fucked up passing on LW under $60. Knew it was a good 1-2 year trade and just sat on my hands.
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Twitter used to be decent for sourcing names to review. Now, nothing. Probably a few good accounts that left.
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Literally levered long and not beating the market today. Nice.
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@hmeisler Beating on sales, missing on margins. Cost inflation not offset by pricing. Will revert.
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