Carl Spackler

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Carl Spackler

Carl Spackler

@BushwoodCap

Investing and markets. Gambling is illegal and I never slice!

Katılım Şubat 2017
992 Takip Edilen1.6K Takipçiler
Carl Spackler
Carl Spackler@BushwoodCap·
Stone Ridge fund redeeming 11% of investor redemptions when the fund is only required to do 5%. Does anybody understand how interval funds work? So many people are going 💯 trying to kill these things. Go learn about BREIT from a few years ago. Spoiler: It’s doing fine.
Unicus@UnicusResearch

🚩BREAKING: Stone Ridge's LENDX fund just told investors it would honor only 11% of redemption requests. (WSJ) That means for every $100 investors wanted out, they got $11. Here's what's actually inside the fund. 🧵

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Ryan Petersen
Ryan Petersen@typesfast·
Marc severely underestimates the amount of time Alexander the Great spent reflecting on his conquests. He conquered 30+ kingdoms in 16 years. That left an average of 4-5 months on horseback as he marched to the next kingdom he was compelled to defeat. Plenty of time for introspection.
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Dave Portnoy
Dave Portnoy@stoolpresidente·
It's Pro's vs Joes time. White Chocolate, Pyscho T, Marshall Henderson, and more vs our Barstool scrubs. Should be something youtube.com/watch?v=xrqgc7…
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YouTube
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Carl Spackler
Carl Spackler@BushwoodCap·
Casey’s $CASY on gas prices in light of recent events: Generally don’t see demand destruction until we reach about $5 gallon. Prices around $3/gallon in their footprint. Ways to go before demand would slow materially.
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Peter Mallouk
Peter Mallouk@PeterMallouk·
In this month's Icon and Ideas, I talk with @CharlesSchwab President and CEO Rick Wurster about the future of prediction markets, the rise of young investors, crypto and the role of AI in investing among other topics. Episode drops tomorrow!
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Carl Spackler
Carl Spackler@BushwoodCap·
@buccocapital Larry Culp left Danaher. Took all his powers with him and saved $GE.
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BuccoCapital Bloke
BuccoCapital Bloke@buccocapital·
What happened to TMO and DHR? I’m not close to these names but they were investor and FinTwit darlings for years and years and years and years And then they just…died. What gives?
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Carl Spackler
Carl Spackler@BushwoodCap·
There isn’t an ad Tom Brady won’t do.
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Carl Spackler
Carl Spackler@BushwoodCap·
@ClayTravis Anniversary of the GFC bottom today. S&P 500 +1,258% since then.
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Clay Travis
Clay Travis@ClayTravis·
Six years ago they told you world was going to end because of Covid. The S&P 500 is up 4000 points since then. Last year they told you world was going to end because of tariffs. Now it’s Iran. The world may end one day, but I’ll take my chances buying & holding that it doesn’t.
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Carl Spackler
Carl Spackler@BushwoodCap·
Oil prices are down 1% today. Thank you for panicking.
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Carl Spackler
Carl Spackler@BushwoodCap·
@bgurley Big Ten has a TV deal that pays more than $1 billion annually. We didn’t break the system for 1-2% — it is much more than that. “Be quiet and say thank you for the education” is not the answer.
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Bill Gurley
Bill Gurley@bgurley·
I’m in complete agreement. Great coaches used to help young adults have a better future. And for 98% - there never was a pro prospect. We broke the whole system out of concern for the 1-2%.
CBS News@CBSNews

College football's most decorated head coach Nick Saban spoke at the White House on Friday at a college sports roundtable hosted by President Trump. Saban called on lawmakers to fix issues he has seen at the collegiate level, where Name, Image, and Likeness (NIL) deals have turned the focus away from education. "How much does anybody talk about getting an education anymore? Nobody talks about it at all, which is the most important thing any of these student athletes can do in terms of enhancing their future."

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Carl Spackler
Carl Spackler@BushwoodCap·
Samsara +15% - Growing fast - Momentum strongest w/ largest customers - CEO makes good case for "proprietary" data advantage which is only detail that matters w/ AI threat all over the market $IOT CEO:
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Will Compton
Will Compton@_willcompton·
Coming to you all for a limited series recommendation on one of the streaming apps His & Hers ✅ The Beast In Me ✅ Both bangers Need to be fed another LIMITED SERIES Sound off in the comments!
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TBPN
TBPN@tbpn·
BREAKING: Billionaire Lin Bin has bought 1% of the Miami Dolphins at a $12B valuation
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Keşfet

@typesfast @stoolpresidente @PeterMallouk @CharlesSchwab @buccocapital @TheRyenRussillo @Copilot @ClayTravis