Terminal @Terminalog
Joined February 2020-
Tweets2K
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Following1K
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Found it…
Been about a year. Still own it, company is doing great. Has all the markings of a fintwit compounder-bro name except I never see it mentioned. Think compounders wait to see a name hit 25x before buying, like a supreme t shirt. Has to be expensive or they think somethings wrong.
Been about a year. Still own it, company is doing great. Has all the markings of a fintwit compounder-bro name except I never see it mentioned. Think compounders wait to see a name hit 25x before buying, like a supreme t shirt. Has to be expensive or they think somethings wrong.
I am short $AVXL into the Blarcamesine CHMP review As promised a few days ago, I'm writing an extended post explaining why I believe Anavex is a very compelling short going into the next few months. I have been looking at this name on-and-off since December 2023, and it was…
Thread on fundamental L/S analyst "tips and tricks," potential sources of edge & pockets of alpha, sustainable & AI-resistant areas where one can hope to pull dollars out of the mkt...unit economics/modeling, primary rsch, and translating qualitative input to quantitative output.
PROTECTING “MENTAL CAPITAL" - Thread on DRAWDOWNS + Risk mgmt in theory and practice - the evolution of my own framework/philosophy driven by LOSSES and fuck-ups - Self-mastery, attitude, discipline, humility, careers, answering Q&A from prior posts. LONG THREAD (10-15 min read).
advice I wish I'd been given at a younger age - "stock pitch" thread Q&A - modeling - the L/S industry - answering DM's en masse - a brief note to the professionals - discipline, process versus outcome, general career shit, path for "outsiders," and other FAQs...Very long thread.
for jr/mid-level analysts, or IB/PE going into L/S equity, or "outsiders" trying to get a seat...I pulled together a handful of "live" investment pitches from back when I was interviewing for HF analyst roles...there is a lot in here that may be of use to you, take what you need.
Fellas, if you need a pitch idea for an interview / application, I think I have one for you. A company called Servotronics $SVT received a cash offer by Transdigm at $37 a share last week. A few days later, a third party made a competing bid and Transdigm sweetened the offer to…
What if everything retarded is correlated with everything else that's retarded
My guide on how to read a credit document Learning how to read credit docs is a must learn skill if you want to work in restructuring banking or distressed investing Here is how to scan through a credit document quickly and pick out the important information 🧵
We short stocks every day, and are always looking for signals to help identify great shorts. Here’s one: expletives in annual reports. Though rare, swear words occur in fraudulent annual reports 277% more frequently than the mean. If you’ve seen one in any 2024 annual, reach out.
Very interesting potential "best case scenario" for $GOOG from @eric_seufert , transition from Distribution Mechanism ➡️ Engagement Sink "AI Overviews maximize page engagement. Best case scenario is users refine queries multiple times, leading to multiple ad exposures + clicks"
CRWV is this cycles L/S battleground. Guys I know very convicted short. Others think next $100bn company. I specially remove “meme” names from my universe so I just watch. Long list of battleground stocks that terrorize L/S guys: AMZN (pre AWS) CYBR (security heyday) AI SHOP…
One of the biggest hacks for small business owners is removing your website in order to sell your company at a premium. For example, I used to have a website, then I took it down and all of a sudden I was getting legitimate, fat offers to buy my business. See, private equity…
Articles like this are usually signs of the "top" for any wealth-building strategy.
Because for some insane reason the Chinese companies don’t focus on “maximizing returns to shareholders” but “minimizing profits so you can kill your competitors.” They call it being 內卷 or “involuted” although I’ve never understood the meaning of that term either in English or…
Because for some insane reason the Chinese companies don’t focus on “maximizing returns to shareholders” but “minimizing profits so you can kill your competitors.” They call it being 內卷 or “involuted” although I’ve never understood the meaning of that term either in English or…
If you are interested in working in restructuring investment banking or distressed investing, this thread is for you A collection of my restructuring, credit doc and liability management primers 🧵 1/ Restructuring 101: Restricted Subsidiaries
The weirdest gap right now is between the markets and anyone who works in the logistics industry
History doesn’t repeat itself, but it does rhyme Is this time different? We will see…
Good advice. When I was a junior analyst, we were trained to not treat the PM/audience like an idiot. It's actually common sense but most analysts are too eager to data dump everything into a pitch. If your opening hook is good, PM will read more & direct you to dig deeper.
Good advice. When I was a junior analyst, we were trained to not treat the PM/audience like an idiot. It's actually common sense but most analysts are too eager to data dump everything into a pitch. If your opening hook is good, PM will read more & direct you to dig deeper.
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