Snarky PM @JetSkiGolfLife Twitter profile

Last Seen Profiles

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@aaricouture

@Trevor99088574

Snarky PM

@JetSkiGolfLife

2 years

So you're telling me that these VC ass clowns are now kneeling on their yoga mats praying that this house of ponzi they spent the last decade milking should get bailed out by the same folks that they've been dumping their excrements on? GO FUCK YOURSELVES

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@JetSkiGolfLife

2 years

Oh so hyped for those Q3 letters "Unprecedented first 9 months of the year" "Our companies continue to execute and grow" "We are invested alongside our LPs and feel the pain" "5 year time horizon" "Charlie Munger said..." "When the clouds eventually dissipate..."

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@JetSkiGolfLife

2 years

Baby buffett @HaydenCapital Q2 letter is out. Down 63.7% but thats just a blip. Recall: "nothing truly succeeds without pain" - Sophocles (496-405 BC)

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@JetSkiGolfLife

2 years

CAS Partners -71.4% YTD @CliffordSosin I know, Cliff. Since inception bla blah. Ok. Ok.

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@JetSkiGolfLife

2 years

How did we let this one-album sensation convince the world he's a genius? He's an autist with a glass eye not a crystal ball.

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Snarky PM

@JetSkiGolfLife

2 years

Jamin Ball & David Sacks should start a fund. Not only would it have the most questionable “talent” in SV, it would also legit be Ball Sacks Capital @jaminball @DavidSacks

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@JetSkiGolfLife

2 years

LPs have had the privilege of receiving stomach-churning volatility while massively underperforming over eight years - a small price to pay for Fred honing his craft and being intellectually stimulated each and every day. @HaydenCapital

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@JetSkiGolfLife

1 year

The latest fad on fintwit for signaling you’re smart

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@JetSkiGolfLife

2 years

Saga Partners Q2'22 ✅28-page ̷r̷a̷m̷b̷l̷i̷n̷g̷ update ✅Graham and Munger references ✅Clay Christensen's Theory of Disruption ✅Our companies are investing through their income statements ✅Our philosophy remains unchanged ✖️We were wrong @SagaPartners @richard_chu97

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@JetSkiGolfLife

2 years

Your Lps might want to see you outperform the S&P first, not some anon account called "SnarkyPM". But challenge accepted since I'd love to solve world hunger. See below for my four.

Greenhaven Road

@GreenhavenRoad

2 years

Give FinTwit your top 4 investments and why you own them – if your four outperform over the next 12 months, I will donate $10K to the food bank of your choice next thanksgiving.

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@JetSkiGolfLife

1 year

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@JetSkiGolfLife

2 years

Like a true genius, Hayden releasing his letter on the same weekend as Berkshire to divert attention away from his wreckage @HaydenCapital

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@JetSkiGolfLife

2 years

Finally a kid dumber than Richard Chu

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@JetSkiGolfLife

2 years

Is there anything more ironic than being told that your company has drifted into the ‘land of excess’ by the SPAC-peddling king of easy money chasing himself? @altcap

Brad Gerstner

@altcap

2 years

We just published an Open Letter to Mark Zuckerberg and the Meta Board urging them to tighten their belt and sharpen their investment focus. The plan would 2x annual FCF to $40B, double down on AI, and put a cap on metaverse related investments.

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@JetSkiGolfLife

1 year

Next: Mr. Beast to build his own lithography equipment And the market is completely asleep $ASML

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@JetSkiGolfLife

2 years

IdEa CoNteSt $twlo

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@JetSkiGolfLife

2 years

Gosh what were some earlier signs that Hayden was gonna blow up? A collection of quotes from this philosophizing Icarus at the peak of his own head-up-the-ass market top (summer 2021) @HaydenCapital

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@JetSkiGolfLife

2 years

Confessions of a single factor manager

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@JetSkiGolfLife

2 years

Greenhaven Road Q2'22 ✅Multiple compressions don’t count ✅Do pray everyday for some multiple expansion ✅Rest assured our losses are only ‘unrealized’ ✅Looooooooooves operating leverage ✅Private equity in public markets ✖️Mistakes were made @GreenhavenRoad

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@JetSkiGolfLife

2 years

hard to capture this much cringe into one image @SagaPartners

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@JetSkiGolfLife

2 years

Today Jamin discovers what a balance sheet is

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@JetSkiGolfLife

2 years

If you're down 60% this year and want to be down another 100% 👇👇👇

Austin Lieberman

@LiebermanAustin

2 years

I'm pausing all billing for my newsletter and providing full transparency (trades, portfolio, research) for free until further notice. People are hurting financially and I want to provide free access to what I'm doing for those who are interested.

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Snarky PM

@JetSkiGolfLife

2 years

Starting a new running thread: Shit bagholders say

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@JetSkiGolfLife

2 years

Formula for investing success? Listen to the same shit everyone else does

Brett Caughran

@FundamentEdge

2 years

In particular, Invest Like the Best with @patrick_oshag and Capital Allocators with @tseides have become absolutely required listening for buy-siders. Though Masters in Business and Columbia's Value Investing With Legends also pull in some great guests.

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@JetSkiGolfLife

2 years

They charge 1.5% of AUM and no performance fee. True visionaries as they have no performance.

Snarky PM

@JetSkiGolfLife

2 years

hard to capture this much cringe into one image @SagaPartners

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@JetSkiGolfLife

1 year

Sohn conference today. Remember to fade all these dumb mfckers except for Druck who'll fade himself faster than anyone

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@JetSkiGolfLife

2 years

when this happens do you call fire, cops, or ambulance? Genuinely curious. @SagaPartners @richard_chu97

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@JetSkiGolfLife

11 months

why did he leave fidelity, kevin?

Kevin Gee

@kevg1412

11 months

Gavin Baker is the CIO and Managing Partner of Atreides Management, a tech/consumer crossover fund that he founded in 2019. Prior to Atreides, Gavin spent nearly two decades at Fidelity, with the last eight years as PM of the $17bn Fidelity OTC Fund. During his tenure, the fund

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@JetSkiGolfLife

2 years

Ever seen a motel hooker fight a non-paying customer? @GerberKawasaki @elonmusk

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@JetSkiGolfLife

2 years

cc @FabiusMercurius @FundamentEdge @patrick_oshag

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Snarky PM

@JetSkiGolfLife

2 years

🙉🙉🙉

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@JetSkiGolfLife

2 years

"Hayden Capital is a value-oriented investment firm that follows a research-intensive, concentrated strategy." @HaydenCapital

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Snarky PM

@JetSkiGolfLife

7 months

Absolutely 'loves investing' but just can't make any money

Patrick OShaughnessy

@patrick_oshag

7 months

My conversation with Anne-Marie Peterson, from Capital Group Everyone I meet from Capital has been there forever and absolutely loves investing Every time I’ve talked to Anne-Marie I leave energized by her enthusiasm for what she does We talk about all things investing Enjoy

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@JetSkiGolfLife

11 months

Charlie Munger died??? Oh here's a picture of me and Munger that nobody requested

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@JetSkiGolfLife

2 years

NOOOOO DON’T DUNK ON HIM HES AN HONEST AND KIND PERSON lmao you flock of hopeless tools. You got any idea how much this casino king pocketed running Vegas on IBKR???? @HaydenCapital

Gavin Baker

@GavinSBaker

2 years

1) The nonstop dunks on @HaydenCapital bummed me out a little. Don’t know him and admit to not having read his letters or watched his interviews, but he strikes me from afar as an earnest young guy who scrapped it out and built a business the hard way.

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@JetSkiGolfLife

2 years

Round of applause to Patrick👏👏👏 down 96% from this episode. @patrick_oshag @bizbreakdowns

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@JetSkiGolfLife

2 years

and this is why you were balls to the wall with Fastly?

Austin Lieberman

@LiebermanAustin

2 years

Warren Buffett only invests in businesses a 5 year old could understand. This FTX saga is exactly why.

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@JetSkiGolfLife

2 years

ooooooof $CDLX

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@JetSkiGolfLife

2 years

LMAOOOOOOOOOOOOOOOOO @HaydenCapital

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@JetSkiGolfLife

2 years

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@JetSkiGolfLife

2 years

$CVNA

Indra

@IndraStocks

2 years

This is a hill I will die on. If you were long or short $CVNA anytime in the past couple of years then your thesis has not concluded. Saying you could predict $400 to $8 is the same as saying you could predict $20 to $400. Covid/Inflation/Russia/Chips/Stimulus etc.

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@JetSkiGolfLife

2 years

Preview of Hayden/Saga's Q3 letter

Ted Seides

@tseides

2 years

If you’re investing with a 100-year time horizon, nothing that happens today matters. Market goes up. Market goes down 20%. There’s a crash. It doesn’t matter.

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@JetSkiGolfLife

2 years

Shorting doesn't get easier than this

Patrick OShaughnessy

@patrick_oshag

2 years

Recording a business breakdown on Hermes today. What is the most interesting thing about Hermes?

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Snarky PM

@JetSkiGolfLife

1 year

Explosives expert about to blow up another fund

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@JetSkiGolfLife

2 years

Friends don't let friends go to this

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@JetSkiGolfLife

2 years

Kudos to not resetting and stealing even more money from clients. True hallmark of greatness. @davidein

Brandon Beylo

@marketplunger1

2 years

As others have mentioned already, Einhorn deserves respect for not closing shop and starting over. Dude’s been under his high-water mark for seven years. Fought his way back. Respect @davidein !

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@JetSkiGolfLife

2 years

Hate to dox myself here but this is my other account. DM to chat CAGR.

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Snarky PM

@JetSkiGolfLife

2 years

INVESTING IS A SPORT AND IM AN ATHLETE

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@JetSkiGolfLife

2 years

Can't recommend this enough. Patrick shows us why SBF is the real deal. Gotta get him back for part 2 on effective altruism! @patrick_oshag @SBF_FTX

Patrick OShaughnessy

@patrick_oshag

3 years

My conversation with @SBF_FTX Few (zero?) people have ever created multiple businesses with so much scale this quickly It is like he is speed-running Factorio in real life We discuss the function of markets, derivatives, crypto and much more Enjoy!

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@JetSkiGolfLife

2 years

Amazing analyst for your short book who takes experience as payment

Indra

@IndraStocks

2 years

1. If you happen to like what I write on $CDLX and $CVNA I'm passively looking for a new seat. Preferably generalist/tech LO analyst but open to other strategies. My goal with any position is to be one of the most informed owners and highly flexible with my mindset.

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@JetSkiGolfLife

2 years

Clifford Sosin

@CliffordSosin

2 years

I’m always amazed how investors don’t understand that a business’s competitor’s poor results make that business’s results better by comparison. Ex monopolies, competition in business is all a relative game.

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@JetSkiGolfLife

2 years

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Snarky PM

@JetSkiGolfLife

2 years

@DavidSacks @chamath @Jason @fredwilson @rabois @pmarca @paulg @bgurley @altcap @balajis @wolfejosh @lpolovets @mattturck @garrytan

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@JetSkiGolfLife

2 years

💯

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Snarky PM

@JetSkiGolfLife

2 years

Hey guys wanna know my YTD? Guys cmon just ask me. Cmon someone plz ask.

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Snarky PM

@JetSkiGolfLife

2 years

Study proven operators like GDRX, RDFN, CVNA Listen to every business breakdown and invest like the best

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@JetSkiGolfLife

2 years

Emerging manager feelings must be protected at all costs

Gavin Baker

@GavinSBaker

2 years

1) The nonstop dunks on @HaydenCapital bummed me out a little. Don’t know him and admit to not having read his letters or watched his interviews, but he strikes me from afar as an earnest young guy who scrapped it out and built a business the hard way.

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@JetSkiGolfLife

7 months

After a brief hiatus from posting his returns in 2022, my man is crushing it again this year

Indra

@IndraStocks

7 months

Passed +600% on the 1yr perf. Still think $CDLX is cheap and could easily end the year $40-60 on the back of AmEx launch with significant positive optionality from COF/Discover/Citi as well as rev share benefits, topline growth, and lower ad churn

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@JetSkiGolfLife

2 years

a masterclass at talking a lot but saying nothing

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@JetSkiGolfLife

2 years

Who created these thumbnails? They're fucking genius

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Snarky PM

@JetSkiGolfLife

2 years

bro chill no one's calling you a genius

Indra

@IndraStocks

2 years

@qkcap I personally don't judge validity of analysis based on short term stock price moves. Could just as easily call myself a genius bottom ticker for buying a chunk at $3.60 and being up 40% in 24 hours. The lack of any actual point with criticism gets rather boring.

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@JetSkiGolfLife

2 years

"self-made" they said @jaminball

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@JetSkiGolfLife

2 years

@nunchukdave I mean too bad he's only got one dick for yall to share

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Snarky PM

@JetSkiGolfLife

2 years

Impressively no mistakes were made in Q2

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Snarky PM

@JetSkiGolfLife

2 years

when you max out in confidence and nothing else

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Snarky PM

@JetSkiGolfLife

7 months

OMG JUST LEARNED ABOUT PROBLEMS AT BOEING THRU EDWIN

Edwin Dorsey

@StockJabber

9 months

Kind of crazy that Dave Calhoun, who has served on the board of Boeing since 2009, was chosen as CEO and that five of Boeng's current board members than been there 7+ years No large company needs to clean house more than Boeing IMO It's damaging our country

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@JetSkiGolfLife

2 years

$RIG – offshore cycle getting started with better day rates and utilization ahead (drillships scarce/irreplaceable asset with growing demand)

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@JetSkiGolfLife

2 years

FRAUD ALERT ⚠️⚠️⚠️‼️ Lmao this is 1000000% fake. "Eric Jhonsa" - who the fuck is this turd??? Help retweet to expose this lying piece of 🗑️

Eric Jhonsa

@EricJhonsa

2 years

Quarterly/year-end update for Cactus Capital (nickname for my L/S account): Q1: +31% Q2: +5% Q3: +20.8% Q4: +47.8% 2022: +145.5% Nasdaq: -33.1% S&P: -19.4%

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@JetSkiGolfLife

2 years

Required listening for all you hedge fund monkeys if you want to avoid blowing up your fund like this guy did.

Ram Parameswaran - Internet Scale Businesses

Podcast Episode · Invest Like the Best with Patrick O'Shaughnessy · 2021-01-05 · 1h 25m

podcasts.apple.com

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@JetSkiGolfLife

2 years

lol the same morons who wanted growth at all costs now want cost saves

Brad Gerstner

@altcap

2 years

$UBER reports earnings this week and needs to double down on efficiency like $META. Should drive future growth with zero hiring. Eng / SBC still too big. Smaller, faster, more profitable Uber will increase comp advantage. I believe they will - time is now. @bgurley #timetogetfit

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@JetSkiGolfLife

2 years

Doing my part to remind you

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@JetSkiGolfLife

2 years

2023 prediction Every emerging manager turning super "thankful" for their near-death experiences. Surely they will all come out as "better investors" @HaydenCapital

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@JetSkiGolfLife

2 years

Is being down 30% today positive or is this one a negative? help me out

Indra

@IndraStocks

2 years

$CVNA Positives: 1 Renewing $ALLY MPSA 2 GPU slightly above expectations due to wholesale GPU, with retail GPU a touch weak 3 Cost cuts across the board due to efficiency gains 4 Above will also flow through to GPU with CA IRC and coastal ADESA as well as higher efficiency recon

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@JetSkiGolfLife

2 years

🚩🚩🚩🚩🚩🚩🚩🚩 LPs are like "family" Looking for 10-baggers Incessant quoting of Mauboussin and other gigabrains Quotes Picasso in letter "I sold before company 5x'ed on me but that was a great call" Talks about "capacity to suffer"

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@JetSkiGolfLife

2 years

DOWN 99% BUT THESIS INTACT. PHEW! $cvna

Indra

@IndraStocks

2 years

@KvetchNRelease Spent a good chunk of time looking into this and I believe so, but always a possibility of getting rugged. Point was more so directed at the claims that CVNA was founded purely to siphon wealth off via related party. That is nonsensical.

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@JetSkiGolfLife

2 years

where was his 'discomfort' on the way up?

BuccoCapital Bloke

@buccocapital

2 years

A wise account told me that, at a certain point, it’s irresponsible to tweet about specific stocks And it’s true. People were buying and selling stocks based on what I said. Deeply uncomfortable. So I don’t tweet about individual stocks much anymore

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@JetSkiGolfLife

1 year

Guy with zero financial literacy wants to lecture about it

Brad Gerstner

@altcap

1 year

Excited to be on stage in LA tonight with @Downtown to kick off @FutureProofAC . Talking Invest America 🇺🇸 - why an investment acct for every child born will strengthen & unite 🇺🇸, drive financial literacy, and ensure that all citizens share in the amazing upside of America. 🚀

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@JetSkiGolfLife

2 years

In which universe?

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@JetSkiGolfLife

2 years

Now accepting free membership for the NOTCFA® Institute As CFAs have proven time and time again that they are unworthy in the real market, the global investment community has decided on a new designation to stand apart from the growing financial carcasses of CFA holders

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@JetSkiGolfLife

2 years

I bet the market doesn't know this

Eugene Ng

@EugeneNg_VCap

2 years

A good reminder that as cyclical semiconductors are, it is upward cyclical. Sometimes when we pull ourselves back to the bigger picture, and get perspective, it helps us get better clarity.

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@JetSkiGolfLife

2 years

Thistle933 = cliffhanging sosin

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@JetSkiGolfLife

2 years

🚩🚩🚩🚩🚩🚩🚩🚩 Taking excessive pride in one's quarterly letters Claiming to add value to company management "Volatility is good for us" "I am an artist and my portfolio is a blank canvas" Claiming to be a craftsman

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@JetSkiGolfLife

2 years

what $cvna bulls thought was gonna be their christmas

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@JetSkiGolfLife

2 years

My buddy just raised $50m from his dad but trust me he's also super talented

Patrick OShaughnessy

@patrick_oshag

2 years

This actually raises a fun question: who are the most talented investment analysts under 25?

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@JetSkiGolfLife

2 years

LPs won't be seeing those Q3 letters for a while

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@JetSkiGolfLife

2 years

OIBPAS

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@JetSkiGolfLife

2 years

Austin really maturing to be a better investor. Like a Warren buffett

Austin Lieberman

@LiebermanAustin

2 years

$NVDA up after hours. Company didn’t miss which is good, but not growing fast enough to justify the current valuation so I have no desire to own shares and no FOMO. Jensen smartly playing up the AI trend even though it likely won’t materially impact revenue anytime soon. Feels

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@JetSkiGolfLife

2 years

Gotta delight those LPs once in a while

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@JetSkiGolfLife

2 years

I paid $10 for a happy meal and got the toy and apple slices for free

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@JetSkiGolfLife

2 years

Fuck. 8 hours with Balaji? I'd rather go to prison.

Lex Fridman

@lexfridman

2 years

Here's my conversation with Balaji Srinivasan ( @balajis ). We talk for almost 8 hours about how to fix government, social media, science, and the FDA. This was a wild and fascinating ride through ideas of how to build systems that empower human flourishing.

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@JetSkiGolfLife

2 years

🚩🚩🚩🚩🚩🚩🚩🚩 "Team" = quarterly rotating roster of excel monkey interns even greener than the 30- year old PM Traveling to Asia = surely unique insights Solution to a 64% portfolio drawdown? More conviction needed

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@JetSkiGolfLife

2 years

He's incredibly smart I hear

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@JetSkiGolfLife

2 years

BuccoCapital Bloke

@buccocapital

2 years

@JetSkiGolfLife It would be interesting if you contributed anything of your own You don’t pack much of a punch when you haven’t shared a single original thought of your own even once

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@JetSkiGolfLife

2 years

meet your 'man in the arena' - a mid-level product manager who spends most of his waking hours tweeting and responding to anons while his team writes 6 lines of codes a year and holds woke workshops

BuccoCapital Bloke

@buccocapital

2 years

@JetSkiGolfLife You’ll wake up some day and realize it’s better to contribute something yourself. You can crack another joke as a reply, but it won’t change the fact that one day you’ll wake up and say fuck…maybe I should take a swing myself. You might fail but at least you’ll be living.

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@JetSkiGolfLife

2 years

the question to "how the fuck do you do nothing else besides intern level number crunching and squiggle analysis and make partner at Altimeter", solved

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@JetSkiGolfLife

2 years

I will take wise words over performance any day

George Hadjia

@GHadjia

2 years

You can criticise his recent performance but these are very wise words.

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@JetSkiGolfLife

2 years

Huge outperformance relative to the most important index aka MSOS/Cannabis

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@JetSkiGolfLife

2 years

Yup, it's a bear market

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@JetSkiGolfLife

2 years

How did this circus turn out?

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Snarky PM

@JetSkiGolfLife

2 years

$BILL - upside to TPV and txn revs from divvy cross sell (greater than expected penetration rate, big take rate expansion). Street mismodeling costs - don’t understand operating leverage in core business

2

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21