Berna Barshay/HedgeFundGirl @Hedge_FundGirl Twitter profile | Pikagi

Pikagi

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

11,888

Followers

1,742

Following

872

Media

30,477

Statuses

26 years of picking and trading stocks, but still a Comp Lit major & theater nerd at heart. Partner at Wall Street Beats.

NYC

https://t.co/94EfGSJbDV

Joined May 2009

Don't wanna be here? Send us removal request.

Pinned Tweet

@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 months

Don't call it a comeback... back with a new post at Consumer/Culture/Commerce. Check it out for why retailer Five Below may be down but certainly not out for me. Plus some personal updates and a link to a great article on the Attention Economy, which I (regretfully) live in.

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Last Seen Profiles

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

1 year

@LindseyBoylan Glass cliff, women take suicide missions that men turn down bc it is often their only shot at the top job.

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Why struggling companies promote women: the glass cliff, explained

When women reach the upper ranks of power, they’re put into precarious positions, meaning there’s a greater risk for them to fall.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

2 years

The story of a 20-year old who made $100 mm on $BBBY is so big that even friends who pay zero attention to the market are asking me about it. Everyone enthralled by the gain but to me the real story is how a college kid can amass $25 MILLION quickly for a highly speculative trade

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

2 years

I have been covering retail for 24 years and I have literally never seen price action like today’s in the group. This is worse than the worst of ‘08 (partly because retail and financials started sliding in ‘07… so retail actually outperformed indices in ‘08).

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

This is nuts. He has taken out $150 mm in stock sales in the last 9 months. Even with $30 mm to govt, what did he spend all the money on and what is driving these margin calls??? He JUST closed on this house not even 3 months ago!!! $PTON

@nypost

New York Post

3 years

Down-on-his-luck Peloton founder lists $55M Hamptons mansion at a loss

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

4 months

Not Taylor singing The Alchemy as a surprise song at the first post-TTPD concert that Travis is in attendance. #ErasTour #ErasTourParis #TaylorSwift #TravisKelce

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

5 months

@EFischberger @ShaiDavidai @ScooterCasterNY @luketress Everyone can protest including non-citizens here on a Visa but not Jewish Americans? We’ve lost the plot.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

2 months

@vrexec @HighyieldHarry What industry is he in that there are all these middle managers jobs? These seem to be the ones constantly cut. Also how old is? Tell him good luck the next time the music stops for musical chairs and he is over 40 or 45. All my peers are C suite or consultants at this point.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

So the time has come after 12 years and 1 month of anonymity to put my real name on my account.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

It’s amazing that people are acting like it’s blood in the streets when we are <5% off ATH. First rodeo, anyone?

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

What if everything is really fine at $FB and that was all signaling for the regulators? I’m not saying it is/was…. But that would be some serious next level strategizing.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

Stock down 15%, crushing 200 DMA, and we have stay at home moms in Spaces saying they borrowed money from their retirement funds to buy more. I really hate to see this.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

5 years

@qwosl @YakDelaney @AsteadWesley Bernie’s legacy will be standing in the way of 2 talented women who could have been our first female president. He could have dropped out in 16 when he didn’t have the votes. He could have let the more detailed, less divisive, younger, healthier woman carry the flag for the left

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

4 years

The structure of this airline bailout should be equally appalling to Capitalists and Socialists alike. It is jaw dropping.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

5 months

@Jack_Raines I hope these kids have also divested from YouTube and then their cell phones, so as not to be hypocrites.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

9 months

NYC Bloomingdale’s outlet stuffed to the gills with $ONON. Men’s and Women’s. I was surprised tbh. Just one random data point.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

2 years

So honestly this doesn’t read to me as the parable of a boy genius as much as indictment of what the true success factors are for entrepreneurship/getting to run big money in the alternatives world and stock market. Really helps to start on third base.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

2 years

Am just pointing out it’s funny that people think money management is a great meritocracy with cream rising to the top because of performance… then the same people salivate over this story without once wondering how this kid got $25 million in a hurry.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

2 years

With over 20 years of experience at multiple funds and having run 9-figures of capital for years, a Rolodex of successful friends… I think my chances of raising $25 million in a hurry are close to zero. Most people in same boat unless their family can write big checks.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

4 years

Not a fan of how this went down. I don’t like market manipulation but I also do like free markets. Banning the purchase of select securities has all the optics of a wealth transfer from a pool of small retail investors to a select clan of billionaires.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

This was genuinely funny. $SPOT

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

1 year

Had lunch the other day with my boss from 13-14 years ago. He is turning 94 next week, is still hustling for good stock ideas, and his portfolio is probably outperforming yours. His longevity makes a strong argument for keeping the mind busy and engaged.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

2 years

Just gonna put it out there that pretty much every hedge fund bro was short $LULU when it IPOd and every female analyst I knew owned it. Also lots of female civilians opened a stock account for first time to buy LULU. Ponder this and the fact that about 90% of HF are all male 🤔

@AznWeng

Weng

2 years

Thanks to these ppl who helped contribute to this survey: @jablamsky @JonahLupton @borrowed_ideas @Hedge_FundGirl @Dynamicbrands @MazwoodCap @paulcerro @Halmsy @drowsyinvestor @StockMarketNerd @SillyAnalyst @SheTalksFinance @camiadeluca @NolanAntonucci

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

2 months

@joshtpm There wasn’t really a contested primary though. I don’t claim to know what the voters want, but I don’t think that uncontested primaries are indicative of anything definitive.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

4 years

No airline bankruptcies yet but 2 of the top 4 auto rental companies have filed Chapter 11. The government is picking who lives, who dies. I guess I’m here to tell their story 🎶 😉

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

5 years

I don’t think either We Work or Peloton is going to make it out of the gate. Their failure to list could mark the end of the IPO window. #UnpopularOpinions

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

1 year

Serious question for the dudes. Why do men risk $25 mm/year to sleep w/some hottie that works for them? Why not cheat on your wife with one of the thousands of other hotties who don’t work for you? Why give up $100+mm? Do not understand… must be 🍆 thing.

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Jeff Shell’s NBCU Exit Followed Probe Into Relationship With CNBC Journalist

Several sources tell Deadline that the woman who filed the complaint against NBCUniversal CEO Jeff Shell for inappropriate conduct was CNBC Anchor and Senior International Correspondent Hadley Gamble.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

Released 30 years ago today 😳 I played this CD about 4000 times in the early 90s.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

2 years

Most women I know - even if they had rich friends - would never shake down their personal friends for 7-figure checks, and if they did, it wouldn’t be for a single bet they farm trade on a nearly bankrupt retailer. Most men wouldn’t either (but I definitely know some who would).

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

When did EV/GP become a metric people talk about? We have canceled EV/Sales but moved on to another metric du hour for companies with no E or EBITDA?

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

1 year

This is pretty wild and tells me that the problems in SF are real and not just some right wing conspiracy theory. $PK Owner of SF's Largest Hotel, the Hilton Union Square, Is Walking Away, Surrendering It to Lender

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

4 years

If this was the greatest economy ever, why are so many people flat out broke after missing a single paycheck? #deepthoughts

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

If the last two years have taught me anything, it may be that the airline business is the most structurally unattractive business in the world. I’m kidding - I learned that 20 years ago.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

4 years

What kind of decision making would cause you to cancel elective surgeries but keep bars open? 🤯

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

One of my dogs passed away suddenly on Friday. He was 16 so not unexpected… but he was fine one day and gone the next. This never gets easier. I am still a hot mess, but I wrote for him today (and subjected lots of strangers to his pics bc why not). Going to be sad for a while.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

There are a lot of old economy businesses wrapping themselves up in tech wrappers, when 95% of the business is driven by same old, same old. From salads to sundresses.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

1 year

Sometimes diversification is overrated. If I had put 30% of my money each into $META at $100 and $NFLX at $180, I would be retired at a beach house right now. Instead I did a more prudent 3% each and you will all have to suffer me here indefinitely (or until the X-implosion). But

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

4 years

I just looked at a list I made 5 years ago of the best 100 or so stock peeps on FinTwit. 1/3 haven’t tweeted in 3 years or so. About half are tweeting about politics about 2/3 of the time. There are a few who still focus on the markets, but all but a couple tweet infrequently.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

Spending Saturday night with my crypto advisor.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

2 years

Scariest billionaires, final bracket?

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

11 months

@SenWarren Now do it for Anti-Semitism.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

2 years

I’m sorry… I learned in the 90s at $GS that you do not submit receipts for strip clubs. This was last Millennium’s I-Bank ESG and DEI. Get with the program $DB!

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

6 years

The news about Kate Spade’s suicide is extremely sad. Depression and mental illness are equal opportunity plagues. And our country doesn’t do a very good job addressing them.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

Someone asked me last week why I am not a fan of $SFIX and I tried to sum up the highlights, but it's buried in another thread, so I thought I would break it out where everyone can read it.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

4 years

Long a cynic but $SFIX revs are up 70% since its IPO but EBITDA is down 100%. CAC exploded up. Shorting is lethal in this tape and 40% short int is not the freight train you want to step in front of. But in a less sanguine market, I could see this Q being a ho hum. No position.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

1 year

$FOXA is paying $788 mm to settle a case with a company that had $17.5 mm peak revenues. That’s 45x peak revenues for a company that would typically trade at 1-2x revenues. The windfall to private equity is enormous. Getting defamed best thing that could have happened to Dominion

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

Garry Kasparov is donating a one-hour chess lesson to our school auction and my first reaction was can I buy it and use the hour to talk about Russia and Ukraine instead.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

6 years

$WTW just said on their call they are cutting TV advertising for fall and just doing digital. And they are considered a boomer/Gen X co. It’s their slower season but still that should make TV ad sales execs nervous.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

2 years

@IgnoreNarrative My greatest takeaway here is retailers should build cash when they cycle is good, build cash, and buyback in downturns. I think I have only seen this happen once or twice though in the wild. They all buy at the top.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

9 months

It is madness at the Venetian. It is like NYE and CES. But I guess it is AWS Conference x PAC12 championship game x U2 Sphere plus a lot of other shows on this weekend (Usher, Depeche Mode, Adam Sandler, Diplo, Chainsmokers). I’m sorry, the consumer is not dead. They are just

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

4 years

Happy end of week. This made me laugh.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

5 months

My takeaway from this year’s Ira Sohn Conference is I feel old. Just heard a 23 year old talk about AI and listening to someone pitch Etherium now.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

2 years

Some people are going to read this and call me a bitter bitch… maybe there is a little of that in there. But no more than before boy wonder’s story of getting crazy lucky off the actions of another boy wonder to squeeze up this stock, and then dump it (chew on that).

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

4 years

Suddenly, the government is paternalistic. Pay day loans & egregious APR credit cards do not merit paternalism. Car loans at 120% LTV for a fast depreciating asset don’t merit paternalism. 5% down subprime IO mortgages didn’t merit paternalism. But idiots killing HF w/$GME does.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

2 years

Lining up to find out what a formerly 50x EBITDA hot dog tastes like. $PTLO

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

2 years

Also $BBBY was one of my favorite shorts going into the year. I still think it will go bankrupt… this Xmas could be the death blow. I was short it but sadly not with $25 million of other people’s money taking fees 🤪

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

7 months

For people to abandon $GOOGL Search for some new alternative, that new alternative is going to need to be obviously superior after 5-10 minutes of use, not after 2 hours or 2 days of learning and practicing it. Because you don’t fix what isn’t broken, especially when it is free.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

2 years

@buccocapital Making $100 mm is always hard but it’s a lot easier when you start with $25 million.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

6 years

Just because you think the stock is a short is there a reason you have to get misogynist and shallow about it? Stick to the numbers - this is not building credibility.

@NetflixAndLamp

NetflixAndLamp

@NetflixAndLamp

6 years

This is Elon's new girl. Saying she's a small step down from Amber Heard is like saying a dinghy is slightly smaller than a cruise ship. Sorry to break it to you Elon, but you'll be chasing women far uglier than this after you're publicly humiliated, bankrupt and in prison. $TSLA

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

11 months

$GOOGL move is so overblown. Significant acceleration in the areas where they actually make money. They did themselves no favors IMHO by spending the whole call blowing unspecific buzzword smoke about AI instead of explaining the factors that drove search and YT to accelerate.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

7 months

As $GOOGL climbs its way out of another "beat and fall" reporting cycle, I've been pondering the root cause of what people didn't like about the quarter.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

Bergen County, NJ going red should be setting off 5 alarms for the DNC. It is mind-blowing. Wealthy, educated, full of immigrants, and NYC-adjacent. 60-40 blue in most major elections. Did not vote for Christie.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

1 year

This is obscene, especially when the company is in the middle of layoffs because they over hired on his watch. $GOOGL Alphabet CEO Sundar Pichai's compensation topped $200 million in 2022

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Alphabet CEO Sundar Pichai's compensation topped $200 million in 2022

Alphabet CEO Sundar Pichai received $226 million in total pay in 2022. Pichai was awarded over $200 million through a triennial stock plan.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

4 years

I am shockingly not anxious versus the rest of my friends in NYC. I am concerned and very careful, but not super anxious. Convinced years of this job and stock market volatility has prepared me for uncertainty and a sense of impending doom.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

What I saw at the mall yesterday 🧵

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

2 years

Yeah, we’re those people now. Hanukkah jammies in front of a New Year’s tree. Merry Everything! #AdoptDontShop

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

2 years

For once, I skip the $RH call. Sounds like it was insanity. This will merit a replay and not a transcript read. Here for the #drama .

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

8 months

Peter Lynch was spotted yesterday asking many questions at $CROX. Just sayin’….

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

What a bunch of degenerates we are. So many gambling and crypto gambling ads. Makes you nostalgic for when they just wanted us all to be alcoholics.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

2 years

For the second trip in a row (a few wks apart), the @Clear Precheck line at EWR was at least 3x as long as just regular Precheck. Curious if this is happening in other airports…bc if so, this is a serious business model issue. Instead of solving a problem, they are creating one!

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

Just to be perfectly clear. This pains me. No sarcasm.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

8 years

My fave joke so far re #alternatefacts

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

Going on my Peloton for the first time since “the episode.” Wish me luck.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

2 years

Not to defend what @KimKardashian did (bc it was wrong), but the SEC is upholding its long held tradition of nailing women who did stuff that was easy to catch ( @MarthaStewart ) while ignoring larger but tough to nail crimes that harmed more (Angelo Mozillo/huckster Chamath now).

@GaryGensler

Gary Gensler

2 years

Today @SECGov , we charged Kim Kardashian for unlawfully touting a crypto security. This case is a reminder that, when celebrities / influencers endorse investment opps, including crypto asset securities, it doesn’t mean those investment products are right for all investors.

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

4 years

He’s been waiting years for his moment!

@MoatsLikeKodak

MoatsLikeKodak

@MoatsLikeKodak

4 years

Never short quality companies on valuation

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

8 years

Lose $515mm on $405mm in sales? Oh $SNAP!

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

5 years

If you don’t do any testing, you won’t have any cases! So reassuring!

@realDonaldTrump

Donald J. Trump

@realDonaldTrump

5 years

With approximately 100,000 CoronaVirus cases worldwide, and 3,280 deaths, the United States, because of quick action on closing our borders, has, as of now, only 129 cases (40 Americans brought in) and 11 deaths. We are working very hard to keep these numbers as low as possible!

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

So $CMG went to $15/hour and price increase was 4%. That’s 40c on a $10 burrito. So can we end the “min wage can’t be $15 because your Big Mac will double in price” arguments from the dropout armchair economists now?

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Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

2 years

@sidecarcap Malls aren’t giving them a break per se. Rent is rarely priced on % of sales, that only happens when mall breaks a co-tenancy or anchor clause. But rent as a % sales is much lower at $AAPL $TSLA or also a $TIF… any high sales/sqf retailer pays less % rent at a mall bc hi sales.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

Survived the $PTON and so far killing it on the coffee cup goals too. It’s gonna be a great day! 👍🏻

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

1 year

My first Broadway investment just won two major Tonys 🎉🎉It also already returned some of my money so I won’t be losing all my money. And I should probably quit while I am ahead because other than Hamilton or Wicked, this is as good as Broadway investing gets.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

What companies had the most permanent improvement in their prospects thanks to the pandemic? Not one-time sales lift… permanent improvement. I’ll go first… I pick $ABNB. Runner-up $ETSY.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

Why does sending a wire cost $50? The margin on this has to be very close to 100%.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

2 years

There is no way to overstate what a problem this is for Adidas. Yeezys are $$$$ maker and they still will be after this hateful tweet… but not sure how they give Kanye a mulligan on this, especially as a DAX member. Almost feel bad for C-suite there… no winners here. $ADS GY

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

2 years

Today is my 10 year wedding anniversary with @Fxflow This is not only my personal best, but I have achieved a 10x versus the duration of my first marriage. A few trading takeaways... 1) Cut your losses and exit loser trades early 2) Let your winners run :)

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

4 years

The V-shaped recovery crowd is spending too much time focused on demand w/o thinking about the margins businesses will generate off those revenues. Gonna be awhile before most non-tech businesses revisit their 2019 margins. Weaker pricing plus higher input costs ex oil.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

@DavidSchawel It’s amazing how many people will accept $3000 handbags that go up 10%/year, lumber that doubles, tutors for 10 year olds at $175/hour but if unskilled labor wants a living wage when they finally have the power to demand it for the first time 40 yes... time to freak the f out!!!

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

Foley clearly can’t manage his personal finances… why should he be trusted to be chair of a public co? $PTON

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

Three different people today complimented me on my age-inappropriate $40 $TGT puffer that I bought (along with $60 of other unplanned stuff) when I went to buy 2 bday cards. I can do math… but really the spontaneous jacket is the crux of the thesis. And yeah, it’s a girl thing.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

9 months

I have made a lot of bad investment decisions in my life but this was not one of them: I have always said no to giving to @harvard . I saw some things there that appalled me, and they didn’t need my money. I assumed there were better causes. One of my most prescient investment

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

22% tip at dinner came out to $69. My younger colleague convinced me to leave $69.420. We have all officially been ruined by Musk/Meme Twitter culture. Am sure the expense dept will think highly of me now.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

10 months

@ICRC_ilot You did nothing except provide Uber service. Congratulations on driving some cars a few miles.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

4 years

This is for sure the privatization of profits. Taxpayers foot the bill on losses. Corporate socialism.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

@PythiaR Saving $50K/year on $100K salary? Either you will be in prison for tax evasion or you are living with your parents who also pay your bills. Or are you assuming someone makes $200K and doesn’t spend much?

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

2 years

@buccocapital You will spend several hundred thousand priming them for their obscure sport.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

I don’t usually tweet personal photos but this may be my fave photo of @Fxflow and it is from 9 years ago today… ❤️

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

4 years

TFW you look at a 2011 brokerage statement and see all those shares of $MSFT that you had in your PA at a sub $25 basis when everyone thought the company was done. The ones you declared victory on when you got a double in a 2-3 years. I don’t recommend this masochistic exercise.

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

1 year

My latest post… all about the toy industry and why it’s a tough one, Mattel, Hasbro, Barbie, and of course #Barbenheimer ! Plus a cameo from my floofiest most Barbie-esque pup. $MAT $HAS #toys #Barbie Click here to read:

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

Reason 2. I am done with managing other people’s money for now and likely forever. Because the HF business today is very different from the HF business I got into 20 years ago. The Animals - We Gotta Get Out Of This Place via @YouTube

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

3 years

Not so magical, unless you are a shareholder! Will the forthcoming Genie Pass be another leg up on this? $DIS #FinTok on #FinTwit #TikTok

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@Hedge_FundGirl

Berna Barshay/HedgeFundGirl

@Hedge_FundGirl

2 months

Deep thoughts on a real estate strategy from a major retailer that is totally a head scratcher. $SBUX recently closed and renovated the store closest to my NYC apartment. Residential neighborhood. They streamlined a bit for mobile ordering and took out some seating. (1/n)

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