Employed analyst
@theunemployeda1
Followers
5K
Following
36K
Media
2K
Statuses
17K
Eppur si muove. Family office professional. Nothing tweeted constitutes advice. I don’t have a plan, I rely on coffee and weirdness to get me through the day.
Joined July 2019
@DonutShorts One of my investing mentors once said:. “There is a price at which you should theoretically be willing to buy any business.”. He paused pensively, as if remembering some trauma, and added:. “Sometimes that price is negative.”.
3
23
222
Overheard on the Upper East Side. “What’s worse for Gilman, that their valedictorian only went to Penn or that he’s a potential murderer?”.
28
162
5K
Friend outside Greenwich. Just watched their church’s online mass broadcast. The priest read the nativity story and asked a kid in the audience what a prophet was. Kid said “It’s when you buy a company, and revenues are greater than expenses”. Might be the most CT thing ever said.
13
150
2K
@medievaliszt In college I didn’t know that chocolate covered espresso beans had caffeine. Ate a whole box of them and ended up doing laps around the track in 15 degree weather at 2 am.
13
32
707
Just got back from $COST. Hot dog is still $1.50. Inflation is a hoax.
21
30
578
Sapiens is one of those books that people like to say they loved, so they sound deep. It's not that good, certainly not earth shattering. Same with Thinking Fast and Slow.
90
11
506
I feel like most marriages boil down to one person who’s a credit analyst and another person who’s an equity analyst.
11
14
310
@realEstateTrent If they’re over 40, successful, and single. There is something wrong with them.
42
1
272
@pscha648 @raagagrawal It was a joke about how hard it is to cancel memberships at gyms. Sorry if you missed the funny.
1
0
233
The next 12m are going to be rough for pizza places. If 2 of your biggest costs are labor and wheat you are going to have some margin pressure.
32
7
230
My mom passed at the end of last year (dad died 2 years ago). As executor I put their house on the market on Friday and we already have an offer. I’m not ready emotionally for it to sell this quickly….
20
0
183
@loganbartlett You mean people with young kids who don't want to spend their time commuting?.
3
1
153
Serious question for parents of more than one child (particularly 2 boys). At some point. Do you just get comfortable with violence?. When does that happen…?. Being mediator all day is exhausting.
58
0
135
My sister works for a financial services firm. A young co-worked asker her yesterday. YC: What's going on? Why is it so quiet? Did we miss some meetings, are people getting fired?. Sis: Every white man at this firm, and there are a lot of them, is secretly watching the Masters.
2
5
129
Some friends own a few funeral homes. They closed one to host a trunk or treating event tonight. We accidentally went to another location with my kids dressed as skeletons. During an actual wake…
3
5
123
When this pandemic is all over. We should remember that it was our green spaces that saved us, and kept us sane. Back yards, bike trails, parks, playgrounds.
4
12
119
I am in the wrong line of work. Was just quoted $4300 to remove a dead tree from my yard. 1 tree!.
27
0
114
I think if someone has a locked account. And they comment on your tweet. You should be able to see the comment. Regardless of whether you follow them or not. Commenting is choosing to interact with you.
6
1
116
If ever there was a time for $meta to launch a Twitter like service under a new site. This is it.
18
6
113
What jobs do people have in Santa Barbara, CA that the minimum price for a 2500 SF house is $1.9m?.
40
1
107
Down 14 lbs in the past month. Long way to go, but steady progress.
6
0
107
In a panic all correlations go to 1. I am beginning to think that in manias all valuations converge as well. Seeing Memphis RE trade at the same cap rates as Boston, old buildings at the same cap rate as new ones.
5
4
106
I am very well prepared to BE a billionaire. Not particularly well equipped to BECOME one. Working in a family office is a bit of a c@ck tease.
7
1
98
Job that rejected me for full time because they were unsure what they wanted (new role investing partner capital for an asset manager). Asked me to do part time consulting for them while they figure it out. Excited to get back in the saddle, at least part time!!!.
7
0
101
Let me get this straight, head of macro homeboy was not even a Greenlight employee. He was a consultant?
2
1
88
@kimmytaylor "I'm giving you the same opportunity I give to my girlfriend. The opportunity to get f'ed by me. ". - Chadworth Broson IV.
0
1
87
@realEstateTrent Sad fact. They were likely dating/hooking up way past the time when that was appropriate - a la Peter Pan. And none of their prior partners cared enough to- or more likely could successfully persuade them to - settle down with them. They missed the window for finding a partner.
15
0
85
My 6yo son is in a bilingual education program. Today he was so angry about something he started yelling at me in Spanish for the first time (normally English is his preferred language for tantrums). First time I've ever been proud to be cursed out.
3
0
80
Ask yourself, am I spending more time reading about:. - famous investors and investment theory, or. - source documents like K’s, Q’s and earnings call transcripts?. If it’s the former, you’re doing it wrong.
4
4
81
@valuedelay @moizali Which points to what is wrong with the fitness industry. It’s not about fitness. Just like the rest of healthcare.
5
0
78
Let me get this straight. I invest in a Sequoia Fund. At the end of its life the holdings get contributed to the new permanent vehicle crystallizing the carry and paying out the GP. Then the GP gets to take another 30% annually in perpetuity for doing… what exactly?.
15
3
83
If Reels can steal ground from TikTok, $Fb may be able to stop the engagement leak. But if not, we may look at the Q4 numbers the same way we look at the first time ESPN reported a decline in subs. A watershed moment.
14
4
77
Having a twitter back and forth with one of the mega fintwit accounts puts one's follower count in perspective. All day I've been getting notifications that someone liked a tweet I was mentioned in. But none of them were likes for my side of the exchange. 😂😂😂.
4
0
78
My new life philosophy is “follow the dopamine”. Things we used to talk about endlessly without executing on, I will now just do, like book a ski vacation . It has my wife concerned.
10
2
78
As we say in the ‘ole oil patch, . It’s always darkest before it gets darker.
1
16
73
In case you were wondering, we are the stage in the cycle where - presumably financial advisors - are bragging about these kinds of returns
10
3
74
@IgnoreNarrative We can easily forgive a child who is afraid of the dark. The real tragedy of life is when men are afraid of the light. - Plato.
0
5
72
Are there any books on those moments when you “just decide” to do stuff?. I find whenever I need to lose weight, one day it just clicks. Think of folks who hit rock bottom, and decide to turn around. I am curious about those moments and whether they can be promoted/manufactured.
12
1
71
@FedPorn There’s a time and place for driving, and a time and place for making viral ranting videos. .
0
0
65
If I ever say I'm going to put an options trade on, someone please remind me I'm lighting my money on fire. Can't think of one that worked out for me. My hats off to Gen Z who seem to make limitless profits doing this. I'm like 0/5 on all the LEAPs I've ever bought.
17
0
72
@maybebullish Running a $10m HF means, at best, it’s you and a Bloomberg, alone, reading all day. My guess is they are lonely.
0
0
68
Just had a very tough interview. As my father once said, the good thing when someone rips you a new one is now you can crap sideways.
9
2
67
When I was out of work a few years ago, I had multiple recruiters tell me, explicitly, that they are looking for a non-white candidate, or a female candidate. No fear of reprisal or consequence, just very “you understand don’t you?”.
10
1
68
Can anyone remind me how much Youtube pays for its content?.
10
2
66
Imagine every time you took a dump, every toilet in the world had to flush. That's the blockchain.
3
7
66
It doesn’t say much about the managerial depth at $sbux if Howard has to keep coming back like a bad penny.
5
0
66
“This sounds like it should be illegal.”. My wife after I explain how a SPAC works.
6
1
63
Your son’s first goal in soccer is a special moment.
3
1
64
@moizali You know who gets the girl?. The guy who asks. It’s why, as a realist, I find pessimists so infuriating. Sometimes it just works out for them.
2
4
58
It’s an interesting time in the market. The last 2 times the 10-year was here were the late 60s and late 80s. If you owned equity risk in the late 80s, you’re rich now. If you owned equity risk in the late 60s, you got your face ripped off.
5
0
59
Not so humble brag, but current view…. La vita e bella
5
0
56
You don’t get what you don’t ask for. so here goes. As the name implies, at the risk of doxxing myself, I’m unemployed. If anyone knows any family offices, foundations, endowments looking for a Director, Assoc Director level person I would appreciate the leads!.
2
9
54
I'm a simple man. All I want is for my small smattering of venture investments to pay off 100:1 so I can reinvest the proceeds in tobacco. And use the dividends to spend time with my kids, golf, fish and go to the gym all day
0
0
53
As someone who suspects he has a bad case of undiagnosed ADHD. I find WFH very liberating. I can work in short, intense spurts and spazz out in between and not feel the intense scrutiny of an open floor plan.
0
2
56
There is no such thing as a “new” Howard Marks memo.
2
0
55
Remind me again why this man should not have been President?.
13
5
55
Thank you to everyone who responded to my tweet from a few days ago. I have removed it. I was wallowing a bit after a rejection. But I have picked myself up, and am looking to the future!. Thank you for your kindness!!!!.
5
0
55
@energy_omega @honam Were you dropped on your head as a child?. He gave it to the foundation of the richest man in the world, not to his bank account. That foundation does more good in the world than we can quantify with dollar signs.
2
0
55
The day there were riots at Vail because the lift lines were so long due to staffing shortages. Might be the day we admit we have an inequality problem
6
1
53
Got pinged by a headhunter today seeing if I want to stop consulting and go in house. Said the role is 100% in person for 3 months, and after that 1-day/week work from home
6
2
52
$MO The original alternative currency from the colonies to our prisons.
2
2
49
Imagine what your personality must be like to agree to be the face of a WSJ article on "rich millennials".
4
0
49
@dancingbear81 @Huerts31 @politicalelle @conservmillen @RealSaavedra It’s all a bit Jonathan Swift if you ask me.
5
2
46
@BennSteil @reason How much you want to bet that hiring more right leaning faculty, which would have the greatest impact on diversity at Berkeley, probably wouldn’t be an acceptable plan?.
3
4
41
The Gores family has always reminded me of the Munger dictum that he and WEB look for partners who you could kick off a train in the middle of nowhere and come back in 5 years and they'd be rich. Arrived with nothing in the late 60s . The LEAST successful sibling is worth >$100m.
3
2
49
Why is founding an investment firm not considered entrepreneurial?.
13
0
48
@boutique_banker Not being hugged as a child sounds like the origin story of everyone at Apollo $apo.
3
0
47
The period after an interview when you are waiting to hear if you made it to the next round is f-ing torture. Weekends do not help things.
7
1
45
Tell me you've never ridden the NYC Subway. Without *telling* me you've never ridden the NYC Subway.
Transit creates empathy. It’s (almost) impossible to hate people that you ride the subway with - your fellow passengers are doing their best to get through their day. She’s headed to work the night shift at a hospital, he’s trying to get home for dinner, and we’re all people.
3
1
45
You're invited to a fancy wedding on the Mediterranean. You will take a boat to the rehearsal dinner where the dress code is "coastal chic". As a man, what do you wear?.
58
1
44
I have worked hard to remove the word “just” from my emails. But still the urge is strong to say things like “just checking in” instead of “checking in” and “just wanted to ask” instead of just… well… asking.
7
0
46
My house was previously owned by a RE broker. We bought it <3 years ago. I texted him the other day b/c the house behind us, next door to a listing of his, was on fire. His response:. “Do you want to sell?”.
3
0
47
David Einhorn: . It is a sign of our exuberant times that a deli with a single location in NJ trades at a $100m market cap. Me, a fundamental analyst: . But has anyone tried the pastrami?.
2
2
48
You can’t make milk from oats.
“They all wrote me off as a lunatic.” The story of how two brothers made almost $450 million from the onetime crazy idea of making milk from oats
6
4
45
My mother wanted a "real" financial advisor to manage her portfolio. She switched to an advisor who sold the Vanguard funds I selected for her with substantial gains into similarly low cost ETFs. Do I tell her she now owes a crap ton of taxes thanks to her advisor's "advice"?.
8
0
45
Is the play really that China floats up a bunch of $1000 balloons. So that we scramble 2 $35m fighter jets, and spend $70k on jet fuel to shoot them down?.
9
1
43
@OrlandoBravoTB Does this business produce any cash flow, or does it all get eaten up by opex and dilution?.
1
0
42
@maybebullish Stock picking. Tim Ferris had someone on once describing tracking wild dogs in Africa, and how the dogs had 2 modes: . (1) Hyper focus on the hunt, and (2) lounging around/playing/casually scanning stuff. I think about that a lot.
2
2
39
My parents neighbor. 58 yo white male. In shape. Just passed from Covid . Not the flu people.
9
1
42
@buccocapital I didn’t know who Palmer was before this tweet. And now I kind of want to be his friend.
2
0
42
@Adam_Wyden @PythiaR @EnergyCredit1 @NewmoonCap @JerryCap That is your opinion, and you are certainly entitled to it. But those who have requested anonymity should also have that respected. It was not your information to disclose. Generally, when someone goes ad hominem, it's a sign that their arguments are unsound.
1
0
36
@FIGfluencer The big shot head of a large RE fund was in our offices pitching their latest offering, ex Fund 7. We had investments in Funds 4/5. He’s saying how great the returns will be for Funds 4/5, marked well below value, etc. So I asked him if he would buy them back from us at par.
2
0
42
For reference purposes, the median American househeld has less than $3k in their checking account. And the median small business has less than $12k.
3
3
35
@dadiomov If you have an issue with how people are tweeting. Delete your account. Build another twitter . And run it better.
2
0
39
@BillBrewsterTBB Tell me you're an American investing in cannabis. Without telling me you're an American investing in cannabis. .
2
0
40