Discounted Trash Flow @DiscountedTF Twitter profile

Last Seen Profiles

@BinorRaja

@heemoy99

@attaly_

@bokeplokalmalam

@meskeen2024

@stwmaniax

@darwinmiau

@sososana12

@soulaanbee

@vanidasuwan_1

@crot_ayo

@Papuaviral1

@bokeplokalmalam

@Kingsford

@Dookuduvijay

@BdZyz48

@aboMhmd90342960

@jandakembangstw

@stwmaniax

@Tante_Binal69

@xixiong88

@sososana12

@sukabinor2847

@WNBAISLife27

@bokeplokalmalam

@EMOSCORPIHO

@stwmaniax

@hnzharu

@6igcrip_

@yamatechnician

@ClaireLuisaBiz

@falihrfk1

@BinorRaja

@LadyElksGolf

@uichagram

@Motsumilebo

Discounted Trash Flow

@DiscountedTF

2 years

This man started a hedge fund, made 900% in two years, then closed shop and insulted all of his LPs in the process

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4 months

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2 months

Infinite Books

@InfiniteB88ks

2 months

Real

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3 months

Raise rates to 6%

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11 months

Merge and center is okay sometimes

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11 days

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2 years

Realizing three cumulative years of burnout isn't solved by a four day weekend

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1 year

Can't believe labor gets its own day but capital gets nothing

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4 months

Sending the new associate to his first investor day

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10 months

Quality-oriented LOs vs. pod shops

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10 months

MD dragging me away from the cute IR girl as the analyst day is getting started

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510

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8 months

Analysts deciding if their new NVDA price target should have one comma or two

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501

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9 days

TMT software analysts moving to an industrials seat

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10 months

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10 months

Rookie bankers with no real financial obligations once bonus szn hits

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2 years

"Who updated this model?"

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26 days

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6 months

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2 years

Based doesn't even begin to describe this series of events

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2 years

gm

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9 months

Suddenly remembering the yield curve has been inverted for nearly 18mos

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9 months

Trying to keep up with the PM that knows my sector 10X better than I do

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1 month

Me at the hotel after pretending like I belong at the investor day for four hours

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2 years

Setting your alarm for 4am

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1 year

Fintwit when someone's suit is 1/16th of an inch too long

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11 months

gm

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10 months

Finding a gargantuan error on pg 1 of the note that went out 5mins ago

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3 months

The Sellside Paradox: Your clients are some of the brightest people in the world and also please make it clear that your 2029 numbers are estimates not actual

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@DiscountedTF

6 months

They call me SPX the way I'm standard and poor

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3 years

While you were out partying, I studied ROIC for the 17th time because I forgot how it works

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6 months

MD and I the night before downgrading a L/S favorite

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1 year

Rate my portfolio

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5 months

Conference season is upon us

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7 months

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11 months

Prime "we should start a hedge fund" hours

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6 months

Analyst days

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9 months

Spruce Point analyst updating the MSCI model after today's print

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2 years

Twitter buysiders when sellsiders do quite literally anything

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3 years

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1 month

I love my job

Chips Ahoy Capital

@ChipsAhoyCap

1 month

It amazes me how bad 99% of sellside models are, especially since it’s an inherent product & cost buyside pays for No color coding Revenue forecasts that take last quarter growth & continue it forever or just hardcode numbers Hardcoded numbers on cash flow Gridlines shown

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@DiscountedTF

2 years

Used to assume bios with "buyside" were 45yo PMs, now my first thought is it's just a 23yo with heart palpitations

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@DiscountedTF

9 months

Whether you're high beta or low vol it's going to zero regardless

Historic Vids

@historyinmemes

9 months

What does this teach you about life?

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@DiscountedTF

3 months

Concentrated LOs six days after earnings when they're done reviewing their 13 positions

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5 months

25yo bankers berating 23yo bankers for their lack of experience

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4 months

Key rating drivers: - Is IR nice to me (50%) - Is website not annoying (20%) - How insane are your reconciliations (20%) - NTM fundamentals (5%) - Valuation (5%)

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1 year

NDR dress codes

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3 years

@RodAlzmann @bedouincap I'm gonna guess this dude was pretty loud about it before things went south

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1 year

Your first two years of ER

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7 months

Analysts that cover 30 names every waking moment of their lives

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1 year

China any time there's a hint of economic distress

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9 months

"How was earnings for your coverage?"

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1 year

ER associates coming out of their first earnings season

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3 years

Gonna be a hard no from me

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4 months

When a client asks my thoughts on a European company with 3am earnings calls

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2 years

Company analysis models

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1 year

Leaving a networking event realizing you gave out the wrong cards

Miriam Makalia Vance

@MakaliaVance

1 year

Dating apps are so abysmal I got business cards but for flirting

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108K

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101

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4 months

Reassuring the intern after his first earnings call

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9 months

Being asked to do anything outside of work

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101

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2 years

My MD says I'm a special situation

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7 months

When a "former analyst" takes percentages to two decimal places

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7 months

Me and the boys gearing up for the bronze age of public equities

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2 years

@HighyieldHarry Sell side research. Then back to IB

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@DiscountedTF

1 year

C'mon man just one II vote I provided so much value this year do you remember the bottoms u-

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11 months

Me after this earnings season

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@DiscountedTF

6 months

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2 months

Sellside version

Paul W. Swaney III

@privateinequity

2 months

Found a new app to help new banking analysts maximize their performance Notifications were a little overwhelming but I think it is quite helpful Check it out:

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2 years

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7 months

The downside of bull markets

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1 year

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1 year

Ethics dept really thought it was their time to shine

High Yield Harry

@HighyieldHarry

1 year

This is a really bizarre situation - dumb for this Compliance Senior Analyst to do this but how much time and resources were spent by Citi for a <$100 issue??

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@DiscountedTF

1 year

TMT analysts vs. O&G analysts

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@DiscountedTF

2 years

That one uncorrelated small cap in your PA when the market tanks

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77

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@DiscountedTF

2 years

@jason

@Jason

2 years

Did we ever consider that maybe a tweet or news story shouldn’t be able to create a bank run?

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@DiscountedTF

9 months

The average SS associate's office during earnings

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1 month

@bigdumb_baby

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@DiscountedTF

1 year

Sitting in the bathroom after 16hrs of earnings with 3hrs until the European calls start

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1 year

@midtown_rob Don't understand why more companies aren't borrowing at the highly realistic rate of 0.005%

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6 months

New favorite analyst question is "hey are you sandbagging guidance"

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3 years

@veryfinanceguy @iririririrkrjfk Blackmailed, physically assaulted, stripped of citizenship, kicked from minecraft server

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4 months

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10 months

Q4 portfolio performance:

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7 months

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1 year

Operating expenses. Next

Chamath Palihapitiya

@chamath

1 year

Why is it that the companies with the highest gross margins and zero marginal costs are also, as a group, consistently unprofitable? It just seems odd to me. Over the past few years, one hypothesis I have can be summarized as follows: "Your marginal advantage is inversely

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11 months

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11 months

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2 months

I'll get it someday

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@DiscountedTF

1 year

I hope this email finds you like a Lockheed Martin Paveway II Laser Guided Bomb

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@DiscountedTF

1 year

Perspective helps sometimes

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6 months

Reading pharma transcripts as a tourist

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1 year

@tolstoybb Instructions for RB:

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2 years

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@DiscountedTF

5 months

Went to Greenlight and they said you were the Head of Micro

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@DiscountedTF

1 year

@CDInewsletter I need to talk to Russell and his 2000 friends

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Discounted Trash Flow

@DiscountedTF

3 years

RIP to the junior consumer analysts who now have to figure out mining companies

Adam Aron

@CEOAdam

3 years

AMC is playing on offense again with a bold diversification move. We just purchased 22% of Hycroft Mining (NASDAQ: HYMC) of northern Nevada. It has 15 million ounces of gold resources! And 600 million ounces of silver resources! Our expertise to help them bolster their liquidity.