Buyside Scum

@HighyieldHarry Yo wtf

How did I miss this, what in the sweet hell

This will be one of the only jobs left in 2030

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@signulll They gonna smash the records.

the most interesting outcome of these games is if the enhanced athletes don’t perform at even olympic level. everything else seems pretty priced in. this would effectively mean elite performance is mostly genetic ceiling + decade of matching brain to muscles + recovery infrastructure, & the chemistry itself is a 3-5% if at all. peds might give you more raw material (muscle, recovery, red blood cells, etc) but maybe the software matters way more.

@DK_Cap School of rock slaps

Back in college in one of my film appreciation classes, our final was a paper on a film that we thought was excellent. My classmates wrote papers on films like Santantago and Last Year at Marienbad while I wrote mine about School of Rock

@DK_Cap That’s right

@CorpFinScum “You can just do things” or something like that

Telling the DJ at the wedding that I have a gun so he plays closer by the chain smokers right away

Worked

@HighyieldHarry Some see a software bdr jock I see a free dinner / happy hour

Software BDR Jocks after AI ate their company’s business model

@HighyieldHarry Did @NickNemo17 write this?

Since everyone is arguing about whether Private Equity is good or evil, I want to say we shouldn’t have rosy glasses here. A decent amount of what PE does is very destructive long-term. That’s far from every deal or team though. Some of these companies grow a ton organically and create great jobs & payouts for investors and employees. But many destroy businesses LT. There’s an inherent mismatch where medium term profit maximization results in things that are actually bad for the consumer experience and ultimately the business long term. That 3-7 year exit timeline vs operating on a 20 year timeline eventually strips many businesses of what made them great for the sake of short term margin expansion. Let’s get real guys - there’s so many silly costs that get cut & expenditures that get deferred as a result of medium-term profit maximization to pump up EV. And that doesn’t even mention consolidation of critical services like healthcare. I’ve been digging into how PE consolidation impacts pet care, funeral homes, urgent care centers, & more and it’s not something many of you should be proud of. My next piece on that is next week on @HYHNewsletter The wrong type of private equity investing is absolutely hollowing out dozens of sub-industries - particularly industries with life or death outcomes. And those guys are likely going to hell for that.

@HighyieldHarry That’s a lot of first year banking analysts

Here’s 23.8mm millionaires in the U.S. and they’re all on FinTwit

@BasedBiohacker @AbudBakri

epitalon is the pineal gland bioregulator pinealon is the brain bioregulator and VILON is the thymus bioregulator the thymus is the organ that trains your T-cells, which is the immune system's precision strike force - there's also the general response, that attacks anything foreign T-cells are the precise one. they can recognize a specific virus, a specific cancer cell, a specific bacteria - and kill only that target the problem is that the thymus starts shrinking after puberty, and is largely replaced by fat tissue by 40. vilon appears to act directly on thymic epithelial cells - the cells responsible for the thymus's training function. the russian research suggests it signals the thymus to resume activity even in aged tissue. having a nuked immune systems does not just mean getting sick often, as much as that in isolation sucks it's exhaustion, brain fog, loss of resilience, pain and an increased cancer risk all wrapped into one. vilon is a dipeptide (two amino acids; lysine and glutamate), so it's super small. that's why it, like pinealon and epitalon, it works well orally administered. and i've been taking it for the past two months or so, orally. i am young, healthy, fit, and active, so i did not expect much. this is what i felt from it: - increase in energy (at times i could swear i felt it acutely). - faster recovery. both from workouts, but also from just anything there is to recover from. my hangovers were not as bad. - it pairs well with epitalon and pinealon because i feel it has ALSO aided in how i feel if i sleep less/ i get more recovery from the same amount of sleep. - faster recovery from workouts. - i do not sleep enough and often get light colds. i did not get a single one during these months, despite being close to my girl while she had a pretty terrible cold. i haven't ran bloods but i've done some experiments. mainly different pairings, isolated. i had a week where i drank a lot of alcohol. did two weeks of BPC + vilon the week after. i'd say it helped more than BPC has in isolation in the past, to mention one. super interesting compound that i am excited to see more research on but anecdotally i am loving it and i'm planning on a bursting approach in the future, something like 10 days on 2 weeks off.

@JohnnyCrust4 @rvc330 @HighyieldHarry Bring the 100 man podcast

@rvc330 @CorpFinScum @HighyieldHarry We need more dudes. And ketchup.

“Sir, Surf Lodge is collabing with Popeyes”

@rizzbolt This is sick

Me at my homie’s wedding (we all met playing counterstrike in like 2015)

@JohnnyCrust4 My sources say the Albany market is real hot right now

Selling copper wires on Facebook marketplace

@rvc330 That’s right

Might confirm his confirm of my confirm Confirmception

Love when the IB analyst confirms receipt of my confirming receipt email