Buyside Bogey @buysidebogey
L/S equity HF. Mostly consumer and internet. And I’m not your brah. Manhattan, NY Joined April 2022-
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just say Wharton
Unless 1) you need ortho shoes or 2) consistently walk 5mi to get to dinner for the love of god just buy two different pairs of shoes OR please just say you think a nice dinner is at Olive Garden
Unless 1) you need ortho shoes or 2) consistently walk 5mi to get to dinner for the love of god just buy two different pairs of shoes OR please just say you think a nice dinner is at Olive Garden
You can be an idiot or you can read and stare at a simple chart. It did hit these prices in 2021
You can be an idiot or you can read and stare at a simple chart. It did hit these prices in 2021
This also happens in PE all the time (sans the everyone chasing the same deal part). When making partner is tied to doing/leading a deal, you’re gonna see some internal table-pounding for crap deals. Show me the incentive and I will show you the outcome
This also happens in PE all the time (sans the everyone chasing the same deal part). When making partner is tied to doing/leading a deal, you’re gonna see some internal table-pounding for crap deals. Show me the incentive and I will show you the outcome
$PTON CEO gone isn't really surprising. Was clearly a Jack Barker-type hire
*staring into rear view mirror* Cool I got rich owning $RACE and not silly ticker lower quality automaker
*staring into rear view mirror* Cool I got rich owning $RACE and not silly ticker lower quality automaker
$1M isn't a lot, but that's besides the point. This is the wrong gauge of how out of touch someone is. To truly find out, you must ask how much a banana costs.
$1M isn't a lot, but that's besides the point. This is the wrong gauge of how out of touch someone is. To truly find out, you must ask how much a banana costs.
Add that d&a back, just look at ebitda and baby you got a stew going!
Add that d&a back, just look at ebitda and baby you got a stew going!
C'mon you can't have it both ways. Avoiding attending a school because you're worried about competition then whining about having worse job prospects because you picked the less competitive school?! The job market is also competitive. Welcome to the real world, kid!
C'mon you can't have it both ways. Avoiding attending a school because you're worried about competition then whining about having worse job prospects because you picked the less competitive school?! The job market is also competitive. Welcome to the real world, kid!
Yup. Twitter folks won’t shut up about how bad chipotle is, won’t eat there anymore, etc, yet the numbers continue to paint a completely different narrative Investing on your n=1 anecdotes in consumer continues to be a fool’s errand. And a favorite fintwit pastime.
Yup. Twitter folks won’t shut up about how bad chipotle is, won’t eat there anymore, etc, yet the numbers continue to paint a completely different narrative Investing on your n=1 anecdotes in consumer continues to be a fool’s errand. And a favorite fintwit pastime.
London restaurant recs - hit me with your favs Already have a couple old favorites and some new ones booked, but looking for a few more to round things out
Dumb take. Do most Olympic athletes get paid a lot? Me, when I watch the Eagles: "Wow, I sure like watching when my team plays well. But you know what would make the viewing experience better for me? If Landon Dickerson was richer and got his contract extension before the game."
Dumb take. Do most Olympic athletes get paid a lot? Me, when I watch the Eagles: "Wow, I sure like watching when my team plays well. But you know what would make the viewing experience better for me? If Landon Dickerson was richer and got his contract extension before the game."
Eagles have spent the most money in the NFL this offseason. Cowboys have spent the least. Eagles have all their key players locked up contractually. We don't. Eagles have added so many good players. We've added Eric Kendricks, for 3 mil. Philly=contender. We=miss playoffs.
The clubs he's talking about are private schools.
Ok what’s your best nyc earthquake play in the equity markets right now?
Because shorts never blow up, right?
Prepared Remarks @Rebrand_As_Y
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Chairlift Capital @ChairliftCap
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13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
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125K Followers 1K Following Investment analyst at Third Point LLC since 1995. Columbia College ‘83 🥲
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37K Followers 3K Following Completed my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU. Now building an exceptional analyst training firm. DMs open!
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74K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
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26K Followers 421 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
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268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
modest proposal @modestproposal1
101K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Hemingway Capital @lfg_cap
9K Followers 1K Following Global Tech investooor with a software addiction.
buyhighsellhigher @ebitdaddy90
22K Followers 38 Following Ex p72/Citadel/GS. schooled in Boston. (she/her). Will adjust on ur ebitda until u free cash flow. PM (Portfolio Maestro), SS (Stock Shokunin), CFA (lvl9000).
Yaron Naymark @1MainCapital
28K Followers 757 Following Tweets are informational only, never investment advice.
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34K Followers 1K Following Homemade Haute Takes™ are my own, but there are enough to go around
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8K Followers 3K Following mutual fund (Northwestern) analyst , formerly sellside research— //Raytheon EMEA FP&A, Mercury Partners TMT alum, AntifaPERS (CIO)
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all my teams want me .. @PanasonicDX4500
10K Followers 966 Following 3 x Red Lobster, Langhorne Employee of the Month | As seen on ESPN and @newheightshow | BLM | Fuck TERFs | 🦇
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7K Followers 245 Following Stanford, IBM Res (Math), Citadel, Millennium, Hudson River Trading, future Balyasny. Trying to figure out things. Wrote a book, working on a new one.
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861 Followers 813 Following Not investment advice, views my own, generalist global l/s, cross cap structure. also, not going to have a US recession
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Good thing no one on Fintwit was weirdly overconfident on MTCH. That management team has never earned an ounce of your respect.
@buysidebogey @bucketshopcap Agreed as a “younger gen”. I believe the prevalence of exorbitant college debt & high CoL (among others) require young professionals to bowl with the bumpers up to achieve financial stability. The pursuit of a check act as blinders for untraditional routes that lead to curiosity
This is especially true IMO for buy-side analysts/investors. There is often creativity & serendipity in randomness. Not saying don't have a basic structure b/c that's also not great, but I've never seen anyone make a lot of $ in mkts due to rigidity on trivial day to day stuff.
Funny thing is how few PMs will raise their hand & take the L, even when it’s actually their fault. Analysts would be blamed & careers threatened. If you want to be more like Buffett, my guidance would be start with the basics like this.
Buffett at #BRK 2024: We sold the entire stake in Paramount and we lost quite a bit of money. It was entirely my decision to go into it, not Todd or Ted.
The way Kendrick feels about Drake is how I feel about pickleball
To spell this out: if they say here's an offer sig below what you're asking but we have an amazing culture to make up for it, they do not have a great culture.
Flip the question: Would you take 20% more to work in a bad culture? Have you ever felt the literal degradation of your body from working in an awful work environment? People price culture wrong. Unless you need the money, take the culture
diditworkforthosepeople.gif
All the people who could have owned any lodging stock and chose $EXPE
did Russ Hanneman write this?
When a startup is better off saying no to revenue tcrn.ch/3Wpnouy
Quote tweeting this because I wanna look back on it in three years
Apple has devolved into a late stage holding company That Siri has no LLM while they are doing this scale of buyback is a complete lack of ambition and no understanding of what is about to happen to them
I am the last person to defend Apple but they spent more on R&D than Microsoft in the quarter and trailing twelve months. Their buyback is like one year of free cash flow. You can argue they are not getting a return on their R&D, but it's not like they are not spending.
@buysidebogey Slaps roof - this baby's pe is so low
@ArmsGarrett @JMihaljevic Now look at free cash flow and see what kind of multiple you are paying. Auto OEMs always look cheap on P/E
Instead of trying to lose weight, focus on building a new lifestyle.
@bucketshopcap @buysidebogey Nice SOTP you got there. So what’s the catalyst? Is management going to untangle that convoluted structure and unlock the value?
@buysidebogey Classic value investor syndrome.
Hate to break it to all the copium addicts, but the kid who can get into Columbia isn’t going to Auburn.
The next real estate bull market: College locations in moderate to red states/cities. No matter what side of the political aisle you’re on, parents care about the safety of their kids. I would venture to say some parents are looking at alternative colleges after this insanity.
Increasingly convinced ~95% of daily happiness is achieved from: Adequate sleep Touching grass Working out Having a short commute Interacting with other humans
The consumer sure as hell isn't cutting back on chicken wings right now. Wingstop comps up 21.6%. They're putting up video game numbers at this point. $WING
Listened the Starbucks call. This is officially in the way too hard pile.
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