Fintwit Capital @fintwitcap
Buyside L/S analyst (mostly L). Fun financial tweets + serious stuff too. Views are my own. DMs open for chats and exchanges Joined July 2020-
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@bramiozo @lukesophinos Every item you mention was put into the app: • 12 polls max per session to limit screen time • No direct messaging • All polls are uplifting & positive • No tracking SDKs and we do not sell data • Names are shown more if they haven’t received votes gasapp.co/faq
@NikMilanovic Housing can be affordable or a good investment. It can't be both. Inability to accept this fact has led to trillions of wasted govt largess and trillions of lost GDP.
3/ The US tax system is MORE progressive than European countries'. This is because the personal income tax is about as progressive in the US as in Western Europe (and much more progressive than in Eastern Europe), while indirect taxes are much lower.
5/ Although the US tax-and-transfer system is more progressive, it is not progressive enough to close the huge inequality gap between the two regions. Predistribution, not redistribution, explains why Europe is less unequal than the US today, both in pretax and posttax terms.
This week's AI breakthroughs remind us that humans are, in the end, pretty much probabilistic parrots too.
The best part about chat gpt is that it takes everything at face value seriously and can spit something super serious and well written and context informed(ish) right back at you, no matter how ridiculous the ask is.
The best part about chat gpt is that it takes everything at face value seriously and can spit something super serious and well written and context informed(ish) right back at you, no matter how ridiculous the ask is.
ChatGPT and generative AI is the future. Fire everyone. It's all over.
i trained an ai chatbot on my childhood journal entries - so that i could engage in real-time dialogue with my "inner child" some reflections below:
Hey SnarkyPM @JetSkiGolfLife instead of spending your Thanksgiving dunking on Fred, let’s do something more productive. My letter will drop this weekend, save you the time, we are down. In the letter I outline why we hold $PAR $ESTC $CLBT $KKR.
1/ This recent Bernstein note on food delivery was really interesting - and totally contrary to my priors. It kind of looks like food delivery apps… actually maintain differentiated products? $ROO $UBER $JET $TKWY
How many times will we have to watch crypto learn the same lessons as the traditional banking industry before we just stop paying attention?
This is the long term bear case on Google.
CrosscheckC @CrosscheckC
4K Followers 3K Following l/s equity generalist. focuses: airlines/travel, industrials, fad/fraud/cyclical shorts. opinions my own. just replies & dms.Indra @IndraStocks
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570 Followers 346 Following founder @clara4creators formerly creators at @TikTok_US, @Instagram, @Pinterest1/10 I think the NYT is absolutely right in associating the increasing centralization of power in the Chinese financial system with the slowing of the economy and the surge in financial risks. nytimes.com/2023/03/14/bus…
@bwertz @zachweinberg For sure. But proponents of crypto have been far more certain (and far more cocksure in their certainty) every time the price of tokens runs up. I've had the same argument about "tradfi" with crypto folks in 2013, 2017 and 2021 and each time it's always 3 or 4 years out.
You know what I love about finance dudes? They’re greedy little monsters but generally pretty honest about it. Most VCs are the same but pretend to be altruists, it’s insufferable
Good Q from a friend who works at AMD this weekend "Media love to write about Sheryl Sandberg etc (on the topic of women in SV), but never talk about Lisa Su. She runs a $120B company and is the greatest CEO I've ever worked with. Why don't they write about her?"
i’ve noticed i speak a lot less around people whom i sense are very delicate. and by delicate i mean people who haven’t totally processed their trauma/pain—these people have a lot more ‘exposed sore spots’ that i feel like i could accidentally press on in even basic conversations
UNIT ECONOMICS "Unit economics" is an important tool in the tool box for the buy-side analyst that, surprisingly, is not discussed often by the sell-side outside of businesses that explicitly report enough data to calculate LTV (life-time value) and
Airbnbs are great assets with terrible management (anyone with a pulse). Hotels are often mundane homogeneous assets with great management (hospitality professionals) If only there was a way to fix this
If ur out with a group of people socially, and one of them starts talking about how they love cooking and someone jokes they should start a restaurant, and instead of joining in u feel the need to go on about how restaurants have bad unit economics, high prob ur on the spectrum
@misguidedsoul7 not exactly. they’re more exploratory in how they approach ideas than instructive. like a synthesis of the author’s work on the mind, consciousness, etc
@nikitabier a savant for understanding the psychology of 15 year olds. crazy.
@bramiozo @lukesophinos Every item you mention was put into the app: • 12 polls max per session to limit screen time • No direct messaging • All polls are uplifting & positive • No tracking SDKs and we do not sell data • Names are shown more if they haven’t received votes gasapp.co/faq
@growing_daniel You can literally work as a Facebook PM if you just say Alignment and Framing 10x during the interview.
@evisdrenova The greatest business you can build is one that helps people feel loved and doing so in a financially sustainable way.
@michaeljames Handful of criteria: had an early start date, off the grid so we could iterate before getting press, indexed toward higher income so higher iPhone %
@Rick_Zullo The fact that we have targeted write-offs at all is absurd. Just lower the tax rates appropriately and remove *all* such tax incentives. Gross simplification of the tax code would increase US GDP meaningfully.
It’s 1 am and I am not tired at all and I am on my 4th drink and I am not drunk at all, Europe has entered my body 🫡
Probs obvious, but I think lack of cheap housing in cities is the main thing to blame for most culture getting worse (contemporary novels, indie movies, music, less weird art, etc.) — mostly, the only people who can afford to make a career in this stuff have inherited wealth now.