VPCapital @VPCapital100
L/S HF Analyst; Niche Content and Humor New York City Joined January 2021-
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Have to say, when I started advising the @MyBuyside team, I thought it was promising but a moonshot. Here we are only 2 months in and I've already gotten a few ideas I'm pretty excited about. More than I can say about VIC lately. Yes, a shameless plug.
If you are currently working in a pod, are in the Bay, and are looking for something different / more long-term, reach out!
If you are currently working in a pod, are in the Bay, and are looking for something different / more long-term, reach out!
Anytime shorting is this easy, you get your face ripped off ^ Not investment advice
How I wish this were just average. Beware of averaging the averages
How I wish this were just average. Beware of averaging the averages
I'm reminded of a good John Wooden quote: All winners and losers in life are completely self-determined. But only the winners are willing to admit it
Kids have such natural advantages. Somehow adults lose most/all along the way: Curiosity vs. apathy Openness vs. closed-ness Friendliness vs. cordiality Persistence vs. lethargy
This is great... Zuck on parenting... skip to 4:30 youtube.com/watch?app=desk…
The bull bear debates on Twitter are a step function lower in quality than sell side hosted calls, which are in turn a few notches below what I get from calling my smart friends Until this changes, platform value will remain limited
Prepared Remarks @Rebrand_As_Y
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Bill Brewster @BillBrewsterTBB
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Gavin Baker @GavinSBaker
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Adam Robinson on Black Swan Portfolios. The Truth On Nvidia. AI. GLP-1. Enjoy this interview with one of the most brilliant people I know @IAmAdamRobinson Click the below link to watch the interview! youtu.be/XGpPpUOdGSs?fe… #adamrobinson #angelorobles #familyoffice
@turtlebay_io Thanks for writing. I love the details. It made me wonder how much of Buffett’s amex outcome over 1963-1970 was due to rising interest rates (which clearly drive value out of the travelers checks float). It may have been a lot. Luck can always help!
AI-generated content in $GOOG search results continues to grow at a disturbing rate. The % of websites with AI content this month was almost twice the % last year, climbing to almost 12% The spread of AI generated content has a few implications for $GOOG and several companies…
The second part of my chat with Sam and Shaan is live, we get into way more stuff beyond investing and business. This was my favorite part!
This podcast episode was amazing. 10 outta 10 imo - Jeremy was 1st employee at Tiny - How they turned ~$5M into ~$500M in 10 years We talk about: - 3 specific biz opportunities - Why MrBeast shouldn't be selling chocolate - What is the single best investment strategy right…
I was worried I wouldn't have enough to talk about with @thesamparr and @ShaanVP and couldn't have been more wrong. They just released the first part of our conversation where we cover the tactics of deal-making, acquiring companies and some of the history of Tiny.
A bad short: Trades 30x consensus estimates, but it’s actually 25x bc they both manage expectations and execute exceptionally … re-rates to 35x as everyone recognizes they’ll continue to beat AND consensus moves up so you lose 2x (fundamentals and multiple) A decent funding…
Reading is an insanely high-ROI activity. But don't have much time for it? Here are 15 life-changing books you can finish in 5 hours or less:
Mark Mahaney has covered Internet stocks on Wall Street since 1998. He is in the top 1% of all professional analysts, w/ an avg annual return of 26.9%. In his book, Nothing But Net, he shares these 10 tech investment lessons he's learned after 25 years of making calls.
Good gig for someone who is looking.
@blueprintsmb22 @realKunalAShah I am looking to hire this profile of person for a single manager hedge fund launch later this year. If Bay Area located and the person still has a passion for investing but wants out of pod platform, they should DM me.
@blueprintsmb22 @realKunalAShah I am looking to hire this profile of person for a single manager hedge fund launch later this year. If Bay Area located and the person still has a passion for investing but wants out of pod platform, they should DM me.
@alixpasquet Can come to join MyBuyside instead of VIC
@carrynointerest @VPCapital100 Can you imagine that stock pitch?! Please keep us posted
@BuffaloBillCo Tragic ladder accident Or really an autoerotic asphyxiation incident involving a ladder It was sad
30 things no one tells you when you reach the age of 40: 1. No one prepares you for the fact you will go to more funerals & this will increase as you get older. The people you love will eventually pass, so we must cherish them now while we have them.
I just shared some of the work we've recently done (in bio) to calibrate where we think '24 cloud penetration stands in each segment
@crazyjoedavola_ after pitching & defending $se > $Meli into print
Dominance of megacaps + consistent beta ripping has been worst possible market environment for breadth in L/S industry Industry structure is paralleling the real economy with near infinite scalability given alpha available in stocks that trade $5bn a day
If you run a small fund every stock is a potential opportunity long and short. If you run $10bn you will be often limited to large cap consensus names that only go up. You'll be rich. everyone will like you. food will taste better, and it never rains. 🙃
$TEMN.SW / $TEMN is now a pretty interesting situation. PE has been rumored to be interested since mid ‘22; no deal so far per news sources on too big of a divide between buyers /sellers. Given PE would always assume at least a 30% premium to do takeout, implies would pay $90+.
Excellent interview with @conorsen and @mikesimonsen on housing. Hit on key themes in new & existing market, as well as general macro themes Lock in effect is so bad that EHS turnover may still undershoot this base case but generally agree with them youtu.be/nAKofBmr6Cg?si…
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