MaldenDriveCap Profile
MaldenDriveCap

@MaldenDriveCap

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2,384
Following
708
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Statuses
38

Not investment advice. Views are my own.

United States
Joined December 2018
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@MaldenDriveCap
MaldenDriveCap
2 months
Question - what’s realistic / optimal savings rate (% of gross annual income) for a late-20s HF guy in NYC? Asking for own sake but also curious how folks optimize for consumption
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@MaldenDriveCap
MaldenDriveCap
2 months
Credit guys out there - what do we think the worst ‘21 vintage LBO was? Points for how we think the debt recoveries play out
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@MaldenDriveCap
MaldenDriveCap
3 months
I thought the Sahm rule was that you can’t drive BMWs on Montauk highway past midnight
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@MaldenDriveCap
MaldenDriveCap
2 months
@liensofnewyork Think there’s some pretty gnarly adverse selection in here. Would guess the bulk of respondents are goobers from Eaton Vance who think they work for a hedge fund. Real guys ain’t responding to this nonsense
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@MaldenDriveCap
MaldenDriveCap
3 months
If you are <30 in NYC, the living situation is grim. Everywhere been overtaken by zombie hoards. Unfortunately the hive seems to be the W. 4th subway, so even WV is overrun. Tribeca the last hope to not get accosted by crazies, but a ghost town. Quality 1B $7k+. FL time?
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@MaldenDriveCap
MaldenDriveCap
1 month
@fundiescapital This is almost certainly hybrid value who will rip their face off while taking little to no definitive view on valuation
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@MaldenDriveCap
MaldenDriveCap
2 months
Anyone have credits they’re excited about? Can be safe risk at 500 over or distressed / spicy
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@MaldenDriveCap
MaldenDriveCap
2 months
Didn’t expect this to get so much engagement. Appreciate views from all. Currently saving 20% pre-tax / 40% post-tax. “Saving” doesn’t include mortgage payments which in theory isn’t true burn, but whatever. Y’all make me want to save more!
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@MaldenDriveCap
MaldenDriveCap
3 months
Open a bar in vacant downtown space in your rural hometown. $50k upfront, which is an immediate zero (at best), but you get to be a baller the Wednesday before thanksgiving. Thoughts?
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@MaldenDriveCap
MaldenDriveCap
2 months
Anyone current on $bbwi equity? Seems cheap to me. Side note - those bonds at 600 over an absolute gift in ‘22
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@MaldenDriveCap
MaldenDriveCap
2 months
@GrandTokamak For private credit yes. If a HF role then it’s comical.
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@MaldenDriveCap
MaldenDriveCap
2 months
@cap_zay @PrefShares It’s 100% possible.
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@MaldenDriveCap
MaldenDriveCap
3 months
@AyyouEm I get this sucks, but to be honest it’s really not that hard to avoid. This isn’t Diameter hosing Canyon, then next time Canyon hosing Diameter. It’s Barings getting hosed, just over and over and over. Don’t be small. Don’t be real money. Don’t be a stranger to the big dogs.
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@MaldenDriveCap
MaldenDriveCap
2 months
@FauxRight Sixth Street been doing this for years.
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@MaldenDriveCap
MaldenDriveCap
3 months
@F_Compounders He got toasted on $WAIR for a few years pre-COVID. Toasted his track
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@MaldenDriveCap
MaldenDriveCap
3 months
@chipperPat All yours for a 50% marginal rate!
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@MaldenDriveCap
MaldenDriveCap
3 months
@DynamicMoats This is arguably the first thing I’ve read about $TKWY that has made me want to buy it. On a side note, say a prayer for the Cat Rock analyst that had to read this tonight. Heavy pour, brother.
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@MaldenDriveCap
MaldenDriveCap
12 days
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@MaldenDriveCap
MaldenDriveCap
13 days
@hkuppy Agree - isn’t the follow-on that if folks can raise duration capital they should be bidding these shtcos on a take private?
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@MaldenDriveCap
MaldenDriveCap
3 months
Have defaulted to Ask Jeeves on every computer I’ve owned in my life. Look who’s laughing now.
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@MaldenDriveCap
MaldenDriveCap
2 months
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@MaldenDriveCap
MaldenDriveCap
2 months
@deliberate_cap @cap_zay @PrefShares Couldn’t agree with this more
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@MaldenDriveCap
MaldenDriveCap
3 months
@GrandTokamak @SirBaby6 @petition Now breaking on Reorg - Tokamak-led Twitter user group organizing with Gibson Dunn
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@MaldenDriveCap
MaldenDriveCap
2 months
@compoundpapi I actually respect the candor tbh
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@MaldenDriveCap
MaldenDriveCap
2 months
@cap_zay People realized they should get paid more to work somewhere as lame as CPPIB
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