If you’re not a CFA you shouldn’t be analyzing stocks. I understand you think you have good ideas, but you’ve got no skin in the game. Let the experts handle it
One of the funniest things about working in finance is having to entertain a 60 year old who made $3mm last year complain about how it cost him $350 to take an Uber black XL from Westchester to JFK
My grandfather passed away on Friday, and I’ve been thinking about role
@models
a lot since. He was one of the few people who left the world in a better place than he found it. He passed away at 7:00am and his funeral, 8 hours later, was attended by ~1,000 people
You’ve got a $3 million budget.
You’re forced to choose between:
(1) a 1,600 sq ft Upper West Side condo one block from Central Park, and
(2) a 5,300 acre Kandahar farm in an exclusive taliban support crop
Where you moving?
Today on my run up through Omaha I saw four 42 year olds talking book value. As I passed them I shouted in a firm but friendly voice: "Smells like value investing!" and kept going. I said it as an act of love, honestly. I hope that at some point one of them might think about it.
Guy reached out to me from Harvard asking to network I brought up spaghetti Monday and he asked me what that was. I’ll take the State school kid that knows how to hang with the boys
I love the class of political commentators that think PE is a bunch of rich guys who expertly manipulate financial markets instead of like.,, doing a shitty job of rolling up dentist offices and lying about synergies
Unidentified balloon over arizona tomorrow. F-22 gets called to take it down. Missiles are out and balloon pops. Rihanna parachutes out.
🎵come here rude boy boy can you get it up🎵
This is a San Francisco coffee shop at 11am in the morning.
Packed wall to wall with ambitious founders working on startups.
There is no other city in the world like it
Apparently there was a QB with a 4.0 GPA and the announcers were impressed? IDK about y’all but resumes with a 4.0 GPA go in the trash where I’m from. Huge red flag 🚩
Anyone own a restaurant?
Some advice: cut the cute shit out, all I want on your website is a pdf of the menu. Idc about your story or concept inspiration. Menu or gtfo
This type of content is fascinating to me. Half of the meetings here are there to document the banalities of having a job and people are just eating it up
Having two of the three biggest bank failures over the course of 72 hours and then everyone kind of just moving on a month later is a testament how good our regulators and strong our financial systems are
I’ve spent 20 following Amazon, and how they’ve built out their business. I’ve learned an incredible amount about logistics, supply chain management, and long term strategy.
A thread on how I would’ve organized the evacuation out of Kabul 🧵 👇
I love the compounder bro overlap between “banks are bad” and “my favorite company in the payments ecosystem should become a bank as a natural next step”
A Mercedes A class cut me off in traffic pretty aggressively about 10 minutes ago and I’m still kinda mad about it; these poor people are out of control
I make $250k a year but im
@trouble
making ends meet after rent, Uber eats, gym memberships (to them all), and vacations. Here’s why I deserve some tax relief;
🧵 1/x
I saw Chase Coleman at a 2x1 meeting at MS TMT in SF yesterday. I told him how cool it was to meet him in person, but I didn’t want to be a douche and bother him and ask him for photos or anything.
He said, “Oh, like you’re doing now?”
I was taken aback, and all I could say was