Dynamicmoats @DynamicMoats
Allocator of things to allocate. Views are my own. Not investment advice. No political views. San Francisco, CA Joined November 2012-
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$SATS Politics aside, buying Trump beneficiaries continues to generate a lot of alpha
3 years later SPY % change is ATH
GPT-5 has A Beautiful Mind
Eliminate the 5/35 mgmt/carry fees of the pod shops. Standardize the entire industry back to 2/20 to align incentives.
Private alt managers have ecosystem control
the SaaS to AI transition is going to be lot messier and less straightforward than people will admit the CRM to AI CRM trope sounds really nice on paper, but the reality is a lot more complex but because people like digestible narratives, those are the ones that persist 🧵
I'm starting to be a real believer in European defense companies. Will be a megatrend like no one is really imagining right now. I'm sure lots of ramps and drops along the way though. Ramps = fundie LT investors Drops = thematic momo investors
I'm starting to be a real believer in European defense companies. Will be a megatrend like no one is really imagining right now. I'm sure lots of ramps and drops along the way though. Ramps = fundie LT investors Drops = thematic momo investors
The proliferation of tools that automate non-judgement GIGO tasks offers immense leverage for judgement-oriented roles
The proliferation of tools that automate non-judgement GIGO tasks offers immense leverage for judgement-oriented roles

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