jonathan

791 posts

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jonathan

jonathan

@jonathan22333

شامل ہوئے Temmuz 2009
26 فالونگ41 فالوورز
jonathan
jonathan@jonathan22333·
@kkmaway Says the guy who made tens of millions getting pushed out of place after place for… making tens of millions 🫩
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Krishna Memani
Krishna Memani@kkmaway·
Do people have any idea what the largest expense of an asset management company is? Its distribution...not investment talent.
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jonathan
jonathan@jonathan22333·
@s_m_marandi Ready for what, complete annihilation? People in that part of the world are sadly still in the stone ages. Always been. Always will be.
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Seyed Mohammad Marandi
Seyed Mohammad Marandi@s_m_marandi·
Personally, I believe Trump is probably saying all this nonsense about agreements with Iran so that he can later claim, "Iran didn't keep its promises" - promises Iran never made. The chances of renewed murderous aggression from Trump and Netanyahu are high. Iran is ready.
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jonathan
jonathan@jonathan22333·
@KobeissiLetter This is the most inconsequential conflict in recent memory. Iran is virtually wiped. Finish the job and let the world get back to the show.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Iran’s President Pezeshkian releases a statement threatening to back out of the ceasefire agreement: “The repeated aggression by [Israel] against Lebanon is a flagrant violation of the initial ceasefire agreement and a dangerous indicator of deceit and lack of commitment to potential accords. The continuation of these aggressions will render negotiations meaningless; our hands will remain on the trigger, and Iran will never abandon its Lebanese brothers and sisters,” he says.
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Investor_NICK
Investor_NICK@Investor_NICK_·
This carnage in software is so much worse than 2022 … absolutely wild to watch stocks get sold off day after day despite insider buys / huge buyback announcements ($CRM $50B buyback program) etc. So much capital destruction.
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jonathan
jonathan@jonathan22333·
@VariantMkt Last decade has been trash, trailing numbers aren’t worth getting out of bed for. Made Alexander wildly rich, though.
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Variant
Variant@VariantMkt·
Ruane Cunniff’s Acacia Fund, started in the 1980s, has quietly built one of the longest-running and most consistent track records in investing. Greg Alexander and Acacia have stayed intensely private. Little is written, few interviews exist, and capital has compounded far from the spotlight. Even Warren Buffett once pointed to Alexander as one of the most talented investors he’s encountered. It’s a powerful reminder: some of the best investors don’t seek attention, they avoid it! Let’s dive in.
Variant tweet media
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50W-AT
50W-AT@At50w50882·
@DadInvest Howard & Susie are the worst kind of nepo babies - the ones who, despite all advantages, have basically no accomplishments of their own. Chris Davis is textbook definition of the mediocre mutual fund manager.
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J.D. Banker
J.D. Banker@DadInvest·
Just voted my Berkshire proxy. Howard and Susan Buffett plus Chris Davis? Nah, I vote no nepo.
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jonathan
jonathan@jonathan22333·
@ShitFund -18% YTD… impressive!
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jonathan
jonathan@jonathan22333·
@ShitFund Doesn’t that just rip Tesla and all the other EV cos?
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jonathan
jonathan@jonathan22333·
@airjordancap Fully computes. Tier 1 grift. Rich dad, buys clout, sound smart, but actually?
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Air Jordan Cap
Air Jordan Cap@airjordancap·
Patrick O'Shaughnessy is one of the most confusing VC's. Great interviewer and gets T1 people to talk to him regularly (and often only him). Yet somehow his portfolio is tier 2/3. Something doesn't compute. Love what he does for the industry, but as a VC the jury is still out.
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jonathan
jonathan@jonathan22333·
@S_curvecap Telling that you can go a decade without seeing someone you used to work with so closely/daily in Hollywood. Finance you almost need to try avoiding someone for it to be that long.
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jonathan
jonathan@jonathan22333·
@rich_toad This can’t be a serious question.
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Toad Capital
Toad Capital@rich_toad·
Would you rather work for a star PM at a smaller shop—or a weak PM at a big name?
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jonathan
jonathan@jonathan22333·
@ShitFund Entire fund is just a Carvana bet with diversification of negative contribution from CDLX and HGV. And the top endowments put $ with this clownshow - amazing.
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jonathan
jonathan@jonathan22333·
@orrdavid Good luck - it’ll never happen. If you think it will, you’re clueless.
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David Orr
David Orr@orrdavid·
In this example, I plan to go very far out of my way to get this particular allocator fired someday.
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David Orr
David Orr@orrdavid·
This is a real track record of a $1 billion fund that a large university endowment has money with. 10 years of underperformance. Worse than double the drawdown of the S&P 500 in 2022. Probably a .5 Sharpe. Total junk.
David Orr tweet media
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jonathan ری ٹویٹ کیا
Nick Freitas
Nick Freitas@NickJFreitas·
The mayor of Minneapolis interrupts his regularly scheduled dance with the Somali flag to speak to ICE…
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jonathan
jonathan@jonathan22333·
@HighyieldHarry Same. And same. So many clowns just like him in corporate world. On the ep where Don’s blasted and submits: UNCLE
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High Yield Harry
High Yield Harry@HighyieldHarry·
I first watched Mad Men before I started working FT and I hated Duck Phillips then. But now that I’m rewatching/have worked real life jobs I absolutely hate Duck Phillips in whole new ways I thought weren’t possible. Would be a terrible guy to work with.
High Yield Harry tweet media
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Private Eye Capital
Private Eye Capital@PrivateEyeCap·
Lost lil $ in cable a few years ago&hadn't been involved/revisited since. Heard analyst pitch recently on podcast&threw $CHTR in model using #s from Cox merger doc. Trades @<2.5x mgmt 2029e FCFE. Equity stub/Publicly traded LBO @ this stage w/ mkt cap of just 1.4x EBITDA. 1/n
Private Eye Capital tweet mediaPrivate Eye Capital tweet media
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jonathan
jonathan@jonathan22333·
@MadsenSouth NZS Capital wrote a piece on complexity investing a few years ago, high skew of outcomes and a way of sizing. Worth a read.
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jonathan ری ٹویٹ کیا
Megan Basham
Megan Basham@megbasham·
This is the hardest I’ve ever seen someone get thrown under the bus. Couldn’t happen to a more deserving guy.
Minnesota Staff Fraud Reporting Commentary@Minnesota_DHS

Tim Walz is 100% responsible for massive fraud in Minnesota. We let Tim Walz know of fraud early on, hoping for a partnership in stopping fraud but no, we got the opposite response. Tim Walz systematically retaliated against whistleblowers using monitoring, threats, repression, and did his best to discredit fraud reports. Instead of partnership, we got the full weight of retaliation by Tim Walz, certain DFL members and an indifferent mainstream media. It’s scary, isolating and left us wondering who we can turn to. In addition to retaliating against whistleblower, Tim Walz disempowered the Office of the Legislative Auditor, allowing agencies to disregard their audit findings and guidance. Media and politicians supporting Tim Walz or the DFL-agenda attacked whistleblowers who were trying to raise red flags on fraudulent activities. This is a cascade of systemic failures leading up to Tim Walz. Agency leaders appointed by Tim Walz willfully disregarded rules and laws to keep fraud reports quiet - even to the extent of threatening families of whistleblowers. These same leaders are not qualified for their jobs, instead getting leadership jobs via Tim Walz’s friendship so state government were left floundering. DFL lawmakers refused to acknowledge fraud and deflected any serious conversation to stop fraud. Biased mainstream media such as WCCO and MPR showed absolutely no interest in covering fraud happening in our own state. Programs, especially in behavioral health and disability services were built without any guardrails against fraud, all in an attempt to extract more funding from legislature and the federal government. As staff, we firsthand witnessed and observed fraud happening yet we were shutdown, reassigned and told to keep quiet. Sometimes more. Leadership did not want to appear to discriminate against certain communities and were unwilling to take action, such as stopping fraud, that would have an adverse impact on their image. To date, no single agency leader has been held responsible for their role in fraud whether it’s Shireen Gandhi, Jess Geil, Jodi Harpstead, Natasha Merz, Eric Grumdahl or others. It is a structure created and maintained by Tim Walz who has created an environment of inter-related agencies and institutions including the media - that help foster fraud through retaliation and turning a blind eye in exchange for political gain in the form of high power agency leadership jobs or other perks. Fundamentally, Tim Walz is dishonest, lacks ethics and integrity, has poor leadership abilities, and has never taken any accountability for his role in fraud. Instead, Tim Walz deflects by blaming national politics for his own failings and distracts the public with inveterate lying. These lies include his reference of a budget surplus under his tenure. Fact is, Minnesota never had a surplus, we had been given federal ARPA funds that were conflated as surplus money otherwise, we’d be in a deficit. And those ARPA funds, which were meant to be temporary funds were used to create more leadership positions for Tim Walz “buddies.” As such, we can’t fight fraud in Minnesota alone hence why we’re appealing to the federal levels of government. We need all the help we can get as Tim Walz’s agency leaders have upped their brazen approach in covering up their knowledge of fraud. We are grateful to numerous solid politicians (esp the Fraud Committee) and media outlets who are trying to halt fraud. We are also grateful to other whistleblowers who are bravely stepping up. Thank You NY Times for bringing the plight of Minnesota to the national stage. @nytimes

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Shortsighted Capital
Shortsighted Capital@ShortSightedCap·
It looks like H&M. Maybe a little Zara. Like I’m looking for an explanation for why it has taken off. I’m expecting to hear something like “[Gen Z influencer] promoted it” but haven’t come across anything yet.
Shortsighted Capital tweet media
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Shortsighted Capital
Shortsighted Capital@ShortSightedCap·
Anyone able to explain the growth of Garage? Growing like a weed right now, despite having been around for decades. Teen-oriented fashion retailer, recently came public as part of Groupe Dynamite (GRGD.TO). en.wikipedia.org/wiki/Garage_(c…
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