Alex

28.9K posts

Alex

Alex

@Badpak

San Francisco, CA เข้าร่วม Ekim 2012
3.1K กำลังติดตาม14K ผู้ติดตาม
ทวีตที่ปักหมุด
Alex
Alex@Badpak·
Moved to SF for a l/s role. Beers/coffee on me if any friends are in town This place gets a bad rep but so far (~5 weeks) I absolutely love it here
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Alex รีทวีตแล้ว
West4thSt Capital
West4thSt Capital@West4thCapital·
I'm launching a long/short fund in 3Q26. Strategy: low-net, concentrated, deep research. Hiring: Analyst (0-4 yrs experience). Why join: mentorship & excellent team Looking for: Passion for investing & critical thinking Email resume and/or pitch to nyhfrecruit@gmail.com
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bubble boi
bubble boi@bubbleboi·
How do I make friends in San Francisco?
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Alex
Alex@Badpak·
Alex tweet media
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Alex
Alex@Badpak·
SF-based l/s fund looking for an analyst with 2-4 years of experience who loves shorting. DM if interested
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Alex
Alex@Badpak·
@consumerloverr Strange, I opened to all. Will follow back
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Ani Sriram
Ani Sriram@consumerloverr·
@Badpak Hey Alex, your DMs still seem closed, friend and I tried messaging but keeps reading “error”
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dirt
dirt@siclical·
@Badpak dms closed
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Alex
Alex@Badpak·
@inwoodcapital @MDD_IRR On a short you should know, on a long you should know most of the time
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Hamlet
Hamlet@inwoodcapital·
Agree. You have to know vast majority of time how it will trade on the print. Obv not 100% of time. But most times you should know if stock up or down. If you don’t know why stocks move then you shouldn’t manage billions of $ imo. You can have view on it but you need to know why they move
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Hamlet
Hamlet@inwoodcapital·
Don’t want to name names but you guys are smart and can figure out. Recent interview…top guy at tiger cub says complaining about market now “I look at a print now and I have no clue what stock will do” if you’re an LP there seriously how do you allow this!????
Hamlet@inwoodcapital

Listening to podcasts of some of old “tiger cubs”. Shocking how clueless they are and the fact that LPs still trust them with money. They talk about the same crap they did over a decade ago. Too many “fundamental” investors that are so out of the loop with market today

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Alex รีทวีตแล้ว
Guasty Winds
Guasty Winds@GuastyWinds·
Guasty Winds is Back on Twitter!
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Alex
Alex@Badpak·
Will spend weekends in LA (Santa Monica) next few months, any fintwit people here? Any hedge fund folks or short sellers I should meet? Drinks/coffee on me
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Alex
Alex@Badpak·
“I am getting a therapist.. uh a performance coach”
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Alex
Alex@Badpak·
With the longs again…. “I really like rocket lab here”
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Alex
Alex@Badpak·
Beers with LOs rn “out best idea is cash”
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Alex
Alex@Badpak·
Two Seas's Core Scientific $CORZ Activist Deck:
Alex tweet mediaAlex tweet mediaAlex tweet media
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HF Reflections
HF Reflections@hfreflection·
Global $450M small cap L/S, generalist firm hiring an analyst, will report to PM & Senior Analyst. Ideal candidate has <4yrs work experience, VIC member or substack author, demonstrated passion for public markets, curious, eager to learn. Please send to hfreflection@gmail.com
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Alex
Alex@Badpak·
We are running another Valiant Capital x Berkeley Investment Group short-only stock pitch competition. Open to all undergraduates. Cash and internship prizes. berkeleyinvestment.group/valiant-stock-…
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Alex
Alex@Badpak·
Highly recommend any fund looking for a hungry junior to speak w/ DMT Cap. Unique background, will work his ass off and a very nice guy. Has done a crazy amount of things for his age. Worth figuring out if he would be a good fit for you.
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Alex
Alex@Badpak·
@inglouriouscap Shouldn't be too hard; go through the guys who work at present and recent past top holders of the stock
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