NFW

@James56487175 lol stock trades $300k notional a day, after a 5x run. What did you build your position over the course of 50 years? Also $100mm return w a 40x - so you own 4% of the company? Will take you the same 50 years to trade out and you’ll still push the stock down

I believe my “family office” may make ~$100 million in a single investment that I’ve been posting on here for ~5 years for y’all to join me. A ~40x++ return is probable IMO. I’ve mentioned over & over that it’s my largest position by far - beyond our normal concentration limits.

@volcrushed Sounds like you got little bitch legs with that shorts comment. Matches the Santos hate and speedmaster love though. 1/7 is a rough score here

Things you should never wear/do - finance lingo apparel + car license plate - loafers with no socks with a suit on - cartier santos - watches with jubilee bracelets (omega speedmaster exception) - shorts inseam <7 - dress shirts not white, blue, purple

@MurrayHillGuy1 Dude this has become pathetic. Move on

Rizz of the year?

@GWanjiku93662 @hotiiofficial Had major back surgery a few years ago and deadlift 4 plates plus just fine. You should take a kinesiology class. And if deadlifts hurt your back - again, you’re doing them very very wrong

@equitiesdalllas @hotiiofficial You can't do deadlift if you back issues,

Met a man in the gym in his 50s with a physique most people want and I asked for his routine. He said: “Just 2 exercises per muscle group. Been doing it for 20 years.” Chest — incline bench + cable fly Shoulders — overhead press + lateral raises Biceps — hammer curls + preacher curls Triceps — pushdowns + overhead extensions Back — pull-ups + barbell rows Legs — squats + leg extensions Then I begin to wonder Are we doing too much in the gym just to feel productive during a workout?

@MostlyMonkey @John_Chungus_5 Yes I worked well over a decade, encompassing pre and post gfc. Received and opined on bonuses. These numbers are light

@equitiesdalllas @John_Chungus_5 You might not be aware of this, but post 2010 numbers were often lower in nominal terms than 2003-2008.

I would be very surprised if she has more than 1-2 mill liquid to her name

@GWanjiku93662 @hotiiofficial I’m great. If you think deadlift is back and not legs, you’re doing it wrong

@equitiesdalllas @hotiiofficial 🤣🤣are you okay..

@MostlyMonkey @John_Chungus_5 Super conservative. Analyst 1s have been 150k+ for over 20 years. And from personal experience, associate 2-3 were 400k+ five years before you assume she was one. Also really weak starting ED numbers but I’ve been out of the game for a while

@merkle_eric @hotiiofficial Who said he’s lacking on volume? For all you know the guy is doing 6x12 on each of these Also volume =/= strength/longevity

@hotiiofficial As someone close to his age, part of the reason for this routine is because recovery times are slower. If you are still young and trying to build, you should be able to add more volume.

@GWanjiku93662 @hotiiofficial Deadlift is a hamstring and glutes exercise, not back bud. You’re missing a lot of muscles with this setup

@hotiiofficial Me 1 exercise per muscle aiming to lift 80 reps nonstop before December Leg- squats Back- deadlift Chest- flatbench Arms- hammer curls + Biceps- overhead hammer curls...it's best workout

@haulin_cowmobil @sagharborcap That’s also Suffolk county, genius

@sagharborcap North fork is definitely nicer.

Every second I spend outside of Suffolk county makes me very unhappy

@BoringBiz_ Thanks for sharing this

Goldman Sachs just released a detailed 26 page report on their long term view on private credit A few charts that caught my eye 1/ Majority of private credit AUM is held by institutional investors

@1CoastalJournal You know that’s for the quarter, genius?

@sagharborcap @NickNemo17 They don’t let tiktokers near Milliken, don’t worry

@NickNemo17 Surely we can find a private credit backed coffee shop

Flying out to LA on Monday for Milken week. If anyone out there wants to get coffee or a beer shoot me a DM 🤝

@MrJulius007 @Jason @jpmorgan Guy has three daughters and thinks this shit is funny. Absolute piece of trash

@equitiesdalllas @Jason @jpmorgan Dudes a complete dweeb

AI is insane!

@MrJulius007 @LeylaKuni She doesn’t report anything that doesn’t fit her narrative (or Boaz’s)

@LeylaKuni Yet $ARES record fundraising up 45% yoy

So it's not only retail money that's exiting private credit?

@JonSchweppe Bad take. The bid/ask also accounts for the balance of how many bettors will take either side. You’re assuming it’s 1:1. It’s not anything close to that. When you apply the bettor ratio, the house spread is prob a few percent How you worked at FTC and think this is terrifying

Just a reminder: sportsbooks absolutely screw their customers. $3,000 to win $100. $100 to win $1,300. That $1,700 difference? That’s their take, lol.

@cashflow_king94 Idiotic post. Equity indexes aren’t downside protection. Assuming avg person can outperform the S&P is also beyond laughable. A tiny fraction of professionals come remotely close How do you have followers? Anyone who listens to this will not be happy over the long run.

Genuine question for anyone under 35. Why are you investing in index funds? I get it if you're 50+ and protecting wealth, Low cost, Diversified. Makes total sense at that stage. But if you're 25 or 30 with decades ahead of you? You're basically paying for average returns on purpose. An index fund gives you 500 companies - Most of them are mediocre. You're holding the winners and the losers and hoping the winners drag the rest up. Why not just own the winners? I've got 9 stocks & every one of them a dominant business - Up 48% in the past year while the index did half that (ish) When you're young you've got the one thing money can't buy - Time. With time, come MORE compounding. Yeah it's more volatile, Yeah some months are rough. But who cares? You're not retiring next year. You've got 20-30 years of compounding ahead. I'm not saying index funds are bad. They're brilliant for most people - Especially if you don't want to learn about individual stocks. But if you're willing to put the work in? If you actually understand what you own and why you own it? High conviction beats diversification when you're young enough to ride the volatility. I wasted 2-3 years in income ETFs before I figured this out. Don't make the same mistake.

@crockejo @LeylaKuni Ok boss, getting off topic and that’s opinion, not fact. I’d stick to imaginary assets like crypto and leave real stuff to the big kids

@equitiesdalllas @LeylaKuni That’s not true. PE kinda enshittifies everything it touches these days and is getting ridiculous. As for PC its becoming a joke funding asset-lite services businesses that wre simply not meant to be funded by debt

I've seen a lot of egregious terms in subscription documents, but this one takes the 🎂 For the love of all that's good, read the legalese before you invest. At minimum, drop it into an LLM and let it flag landmines like this one (if you need prompts, see comment below)

@camlsufan @YIN_and_YANG_oo Jordan played two seasons before Pippen got there (he was hurt for one of the three). This is the dumbest statement people make. They were on the same team almost their entire careers. And look at Jordan’s first couple seasons vs lebrons - better anyways

can we stop this dumb shit as well. they’re both generational players 1A, 1B. Also , MJ never made any run until Pippin got there. Can we just stop this though, they’re both the best players ever. pick your poison, yes Lebron is the best overall player ever i think that’s pretty clear. If you want to say your GOAT is MJ though, that’s fine, if yours is Lebron also fine. The internet has created a whole group of people who can appreciate how amazing and great Lebron is bc they care too much about say their GOAT was better instead of just watching and appreciating what Lebron has done which might not be done again ever or for 50+ years.

Jordan 31 Eastern Conf playoff series 27 All-NBA opponents 10 1st team 9 2nd team 8 3rd team Lebron 36 Eastern Conf playoff series 19 All -NBA opponents 2 1st team 4 2nd team 13 3rd team