HF Reflections @hfreflection

L/S PM at Fund redacted by Compliance. Ny, ny Joined October 2011

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HF Reflections @hfreflection

2 days ago

10 year old me would be having a field day making biz sim games - any other investors get the investing bug in part playing old maxis / education / biz sim games?

Ethan Mollick @emollick

2 days ago

10 year old me would be having a field day making biz sim games - any other investors get the investing bug in part playing old maxis / education / biz sim games?

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I gave ChatGPT Codex an article & screenshot from a famous, lost Maxis simulation, SimRefinery, and asked it to create it for me. It built a playable prototype for me while I did other stuff, never touching any code once, instead just occasionally poking Codex for small changes.

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Fierce_beast @Fierce__beast

a year ago

What duopoly/monopoly type of industries or businesses are being disrupted by AI today? I have a few but one interesting name that comes to mind is $adbe -- pricing power and retention likely to decline vs historical rates due to alternatives like Midjourney.

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HF Reflections @hfreflection

4 days ago

One of the better ones I’ve read in awhile. Great on the ground detective work - really impressive and worth reading the whole thing or at least scrolling through the images.

Morpheus Research @MorpheusRes

5 days ago

One of the better ones I’ve read in awhile. Great on the ground detective work - really impressive and worth reading the whole thing or at least scrolling through the images.

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Clark Square Capital @ClarkSquareCap

6 days ago

Idea thread time! What's the cheapest stock you like that has growing earnings? (any geo/mc) Add a sentence explaining why you like it + valuation. As usual, I will compile the responses and share them with everyone. Please retweet for visibility. Thx in advance!🙏

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HF Reflections @hfreflection

a week ago

Many investors with the best track records over 1-3 year periods end up with very bad capital weighted returns. This period is long enough to convince the GP and LPs that outlier performance is skill, when often it was a healthy dose of luck and poor risk management.

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HF Reflections @hfreflection

a week ago

This is a fun thought experiment - the context was that if you are a LT investor you should want your 3 largest positions to fall 50% for no reason. I disagree with multiple aspects of @KevinLMak here and would love to debate - a 🧵 1) Most stocks don’t fall 50% on no news - a…

Kevin Mak @KevinLMak

a week ago

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HF Reflections @hfreflection

3 weeks ago

I don’t understand why more good funds don’t capacity constrain sub $1b. It’s much easier to raise and maintain a smaller fund. But instead GPs lie to themselves and/or LPs, unable to resist high incremental margins, and keep going until mediocrity or the wheels fall off.

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HF Reflections @hfreflection

3 weeks ago

This is a must follow - excellent researcher, trained by the best, excited to see what they put out and can accomplish!

Manatee Research @Manateeres

4 weeks ago

This is a must follow - excellent researcher, trained by the best, excited to see what they put out and can accomplish!

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HF Reflections @hfreflection

3 weeks ago

Those of us who never understood bitcoin can revel in the minor victory that NFTs played out as expected.

RYDER RIPPS 🪨 @ryder_ripps

3 weeks ago

Those of us who never understood bitcoin can revel in the minor victory that NFTs played out as expected.

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HF Reflections @hfreflection

4 weeks ago

I don’t post philosophy stuff as much as I used to, but I like a lot of the stuff this account puts out / find it provocative, even if I don’t agree 100% with all of it.

Fund_GM @Fund_CDM

4 weeks ago

I don’t post philosophy stuff as much as I used to, but I like a lot of the stuff this account puts out / find it provocative, even if I don’t agree 100% with all of it.