David Reidy Profile Banner
David Reidy Profile
David Reidy

@dr_firstgrowth

1,098
Followers
1,793
Following
220
Media
5,071
Statuses

15+ years of portfolio management and research. Areas of focus include tax strategy, cap stack arbitrage, and alternatives.

Washington, DC
Joined August 2020
Don't wanna be here? Send us removal request.
@dr_firstgrowth
David Reidy
6 months
@historyinmemes Bro one more movie clip and imma unfollow you
67
42
4K
@dr_firstgrowth
David Reidy
7 months
@QudsNen The Irish team went on to lose by 30 points. Not a win in either arena
105
17
2K
@dr_firstgrowth
David Reidy
1 year
@nikicaga Shots fired!
16
28
2K
@dr_firstgrowth
David Reidy
10 months
@Jerusalem_Post @ZvikaKlein It’s hard to teach their kids that the holocaust didn’t happen when they go to a school named for one of its most prominent victims….
4
27
616
@dr_firstgrowth
David Reidy
10 months
@antonioguterres How about ask Hamas to release all hostages? It would end the war and the humanitarian suffering. It’s been 4 weeks and you’ve said nothing about the hostages and equivocated about the October 7th attacks. Resign so a real leader can help move us forward.
82
35
591
@dr_firstgrowth
David Reidy
6 months
@SenSanders This is false propaganda. Shame on you for echoing these falsehoods.
49
10
507
@dr_firstgrowth
David Reidy
1 year
@adammscotch @RonFilipkowski I think the shadows are there bc Mark is actively moving his bowels on live TV here. The strain is causing subconjunctival hemorrhages.
15
5
437
@dr_firstgrowth
David Reidy
4 months
@RichardHanania Fun fact: btw 1840-1861 there were no less than 4 stabbings on the House floor.
26
14
395
@dr_firstgrowth
David Reidy
8 months
@SenBergerPress A $100 grocery shop in 2019 now costs $125.81. #Bidenomics
Tweet media one
32
88
272
@dr_firstgrowth
David Reidy
8 months
@BillAckman Bill this is the lord’s work. Sensationalist journalism as clickbait has destroyed too many reputations and fortunes. Imagine a world where the fourth estate were honest brokers…
3
6
193
@dr_firstgrowth
David Reidy
10 months
@antonioguterres Hey buddy you’re 31 days late on the “honorable” mention of the hostages.
8
7
157
@dr_firstgrowth
David Reidy
10 months
@DouglasKMurray @benshapiro Someone tell her about Dresden
12
1
141
@dr_firstgrowth
David Reidy
4 months
@ShutupLyle @BambiThug Devastating indeed
Tweet media one
3
8
144
@dr_firstgrowth
David Reidy
2 years
@JoeBiden Mr. President—with all due respect—this was in place via executive order when you took office in January 2021. You lifted the executive order Curbing the cost of this life-saving medicine for America’s most expensive disease on your first day in office!
11
10
96
@dr_firstgrowth
David Reidy
5 months
@leadlagreport 2008 Obama won the US Presidency. @TheEconomist analyzed 30 years of political rhetoric in US news media and found the shift to toxicity started shortly after Obama was elected.
16
3
87
@dr_firstgrowth
David Reidy
1 year
@BillAckman Bill—PACW is not SVB. Liquid as heck on last weeks earnings call. Strategic options on the table then too…I pointed this out to the authors of the BBG article and he changed wording. There are sharks chumming the waters here and that needs to be made clear as well
Tweet media one
19
3
86
@dr_firstgrowth
David Reidy
10 months
2
2
79
@dr_firstgrowth
David Reidy
10 months
@LHSummers Larry: thanks for being a constant voice for intellectual consistency and condolences on the passing of your mother.
1
2
77
@dr_firstgrowth
David Reidy
6 months
6
3
67
@dr_firstgrowth
David Reidy
8 months
@RepRashida Why don’t you take a nice stroll around downtown Joburg one evening and let us know how you feel about South Africa after?
5
2
59
@dr_firstgrowth
David Reidy
11 months
@jasonfurman You’re not describing doxxing. The ppl being outed presumed to assign fault in a tragedy to victims on the behalf of vast, diverse, constituencies and hid behind a veil of institutional anonymity to do so. Naming the authors of such statements is intellectually honest and
3
4
64
@dr_firstgrowth
David Reidy
8 months
@TheMossadIL “BDS, it’s cheaper than Ozempic”
3
1
60
@dr_firstgrowth
David Reidy
11 months
@ReichmanShmuel White shoe cancel culture has a nice ring to it
5
0
62
@dr_firstgrowth
David Reidy
5 months
@yashar She would know. 0.000977% of her ancestors walked the trail of tears
3
3
61
@dr_firstgrowth
David Reidy
7 months
2
11
56
@dr_firstgrowth
David Reidy
10 months
@TheMossadIL There’s a group of ex IAF pilots that run a flight school out of that airport! כל הכבוד!
0
2
59
@dr_firstgrowth
David Reidy
1 year
BREAKING: The Fed hasn’t realized it broke the system. @leadlagreport @zerohedge
2
7
55
@dr_firstgrowth
David Reidy
10 months
@MarkPocan @AIPAC Question: is AIPAC’s spending on Dem primaries more cynical and undemocratic that DNC affiliates doing the same in Republican primaries? If so, is it because AIPAC supports a identifiable Jewish cause? Looking forward to your response
15
5
50
@dr_firstgrowth
David Reidy
9 months
@jeremycarl4 Ironically Arlington National sits on the site of a farm owned by … Robert E Lee…
5
2
53
@dr_firstgrowth
David Reidy
10 months
@HamzaChoudhury1 Genocide and hate sponsored by @LCFC and @adidas
0
6
49
@dr_firstgrowth
David Reidy
9 months
0
0
47
@dr_firstgrowth
David Reidy
7 months
@UNWatch @WHO @UNOCHA This dude is clearly a jack of all trades
1
12
46
@dr_firstgrowth
David Reidy
11 months
Tweet media one
2
6
46
@dr_firstgrowth
David Reidy
1 year
@BillAckman Bottom line: this is a panic fueled by irresponsible journalism, not a flaw in $PACW’s balance sheet. Matthew Monks at Bloomberg took a giant dump on this company.
9
2
44
@dr_firstgrowth
David Reidy
5 months
@JohnLeFevre My dad’s 1st cousin played D1 football in college and got hired by a firm with a floor booth there after bc “he was a built like a lineman”. Said he worked harder to move around that pit than he ever did on the gridiron. RIP
1
0
43
@dr_firstgrowth
David Reidy
11 months
@TheBabylonBee I’d chip in if someone started a real one.
1
1
42
@dr_firstgrowth
David Reidy
11 months
@zerohedge Debt held to maturity comes due at face value. If the portfolio is truly HTM the current impairment doesn’t matter except in that it evidences poor management of duration risk by the bank. The Fed isn’t part of the convo
3
1
42
@dr_firstgrowth
David Reidy
7 months
@AymanHsafadi @UNRWA @CommunityNotes there is a well documented history of @UNRWA staff smuggling weapons into Gaza, housing and sheltering terrorists and weapons production facilities, and collaborating on and celebrating terror attacks against Israeli civilians.
2
3
36
@dr_firstgrowth
David Reidy
7 months
@Breaking911 FDR at #2 is also pretty revisionist
3
0
39
@dr_firstgrowth
David Reidy
10 months
@StopAntisemites Wonder if he knows who Jesse Owens was and why there’s a street named for him in Berlin today…
0
2
36
@dr_firstgrowth
David Reidy
1 year
@bankingslut @benshapiro This is a weird take on SCOTUS’ logic. You can’t refuse to serve gays or Jews. You can decline to put out content and products that promotes Judaism as the “one true religion” if you don’t believe this to be the case.
16
1
35
@dr_firstgrowth
David Reidy
2 years
@paalvitre @leadlagreport What’s happening in cities people actually want to live in?
7
0
31
@dr_firstgrowth
David Reidy
1 year
@BillAckman Here’s some under the hood color for those interested: $PACW was fine today. The Bloomberg article hit less than 15 minutes before the wire deadline for the day. The bank is solvent but facing a wave of withdrawals tomorrow. Talks of a private rescue, potentially involving other
10
2
33
@dr_firstgrowth
David Reidy
11 months
@TheBabylonBee Would be funny if it weren’t true
3
0
29
@dr_firstgrowth
David Reidy
1 year
@troy_g406 @SullyCNBC This is the answer
1
0
30
@dr_firstgrowth
David Reidy
1 year
@DavidM_Friedman Not to mention the repeated ethnic cleansing attempts by Israel’s neighbors btw 1948-1973.
3
0
27
@dr_firstgrowth
David Reidy
2 years
@stoolpresidente Anyone else think it’s wild how this 35 year old dresses like a character from “Goodfellas”?
2
0
28
@dr_firstgrowth
David Reidy
1 year
@Cokedupoptions 100% of ppl who look like this sell insurance
4
0
27
@dr_firstgrowth
David Reidy
11 months
@POTUS Thank you Mr. President!
0
0
23
@dr_firstgrowth
David Reidy
10 months
@ajitxsingh @FranceskAlbs @franceskalbs your cognitive dissonance here is staggering. There was not one Israeli or Israeli soldier in Gaza for 18 years prior to the October 7 massacres. What occupation!? And what is a state to do to a non state actor like Hamas?!
1
5
23
@dr_firstgrowth
David Reidy
9 months
@TheMossadIL Not good comedy, also they confused the names of MIT and former Penn presidents.
0
0
23
@dr_firstgrowth
David Reidy
1 year
@loudnewsnet @BillAckman Liquid is liquid. Creating a run to sell add space should be criminal
2
2
21
@dr_firstgrowth
David Reidy
1 year
Tweet media one
1
4
20
@dr_firstgrowth
David Reidy
1 year
Tweet media one
1
3
20
@dr_firstgrowth
David Reidy
11 months
@AOC @CommunityNotes Gaza has not run dry. Israel only supplies about 11% of the territory’s water and it has its own desalination plants for the rest.
4
3
19
@dr_firstgrowth
David Reidy
4 years
@NYCMayor @realDonaldTrump Times Square at 1 pm on 10/20/20. Lobbies, garages, offices, and hotels were dark. The city was in every sense a ghost of its pre Covid self.
Tweet media one
2
5
16
@dr_firstgrowth
David Reidy
4 months
@JohnLeFevre I respect your taste a lot @JohnLeFevre but you’re overselling Hublot
1
0
19
@dr_firstgrowth
David Reidy
11 months
@zerohedge “Look at me” Zelensky
1
1
16
@dr_firstgrowth
David Reidy
2 years
@marketplunger1 @matt_levine Banks have to fund the $TWTR buyout regardless of the target’s financial condition and will lose their shirts on the $9b they’ve committed to raising
0
1
18
@dr_firstgrowth
David Reidy
6 months
@YMG12345678 Weirdly both Australia and Palestine were neighborhoods in the British empire for the entire 1914-1918 stretch
1
1
17
@dr_firstgrowth
David Reidy
10 months
@thetimes Wtaf is wrong with you people. Gadot screened body cam footage of terrorists massacring, raping, burning, and mutilating ENTIRE TOWNS of innocent people and you call that PROPAGANDA!!
0
0
18
@dr_firstgrowth
David Reidy
2 years
@alec_sears @greg_price11 I’m all for calling a hypocrite what it is, but JF owns 8 pieces of property, all empty save 1, worth a combined $108k in Braddock, PA where he was the mayor and lives. This isn’t really news. @greg_price11
4
1
15
@dr_firstgrowth
David Reidy
11 months
@jmj x’s algo appears to be juicing anti Israel Israel posts too
14
0
16
@dr_firstgrowth
David Reidy
2 years
Largest contributors to inflation in April. Lentils are the answer @leadlagreport
Tweet media one
4
6
17
@dr_firstgrowth
David Reidy
1 year
@dannydeurbina Ppl are starting to realize this is bigger than Watergate
1
2
17
@dr_firstgrowth
David Reidy
1 year
@dieworkwear Shouldn’t obama be admiring the flawless break on sarkozy’s trousers ?!
0
0
16
@dr_firstgrowth
David Reidy
10 months
1
0
12
@dr_firstgrowth
David Reidy
1 year
@AbbyMarcus92 Yes, hence the glass and higher price
3
0
15
@dr_firstgrowth
David Reidy
5 months
@HillelNeuer @UN ’s approach to the Rwandan genocide is telling: “Roméo Dallaire, the Canadian general commanding the [UN] peacekeepers, was warned beforehand of the extermination plan. In a cable to Kofi Annan, then the un’s peacekeeping chief, he said he planned to raid arms caches and
1
3
15
@dr_firstgrowth
David Reidy
1 year
@carlquintanilla @business This guy makes 7 to 8 figures a year and has a BMI over 30 in the era of Ozempic. He doesn’t get to call ppl lazy.
1
1
15
@dr_firstgrowth
David Reidy
1 year
@BillAckman @HindenburgRes Bill—this is quite a take. Would be sick if an activist bought some shares and raised hell…despite it being near guaranteed losing position.
2
0
15
@dr_firstgrowth
David Reidy
1 year
@elerianm @FT @firstrepublic Dr. ElErian: here’s $PACW’s asset/liability mix literally a week ago. Can we ask the folks at @markets what changed?
Tweet media one
2
0
13
@dr_firstgrowth
David Reidy
2 years
@zillowgonewild Take “Florida Man” but make it a 7 figure house, please.
0
0
14
@dr_firstgrowth
David Reidy
1 year
1
0
13
@dr_firstgrowth
David Reidy
1 year
@unusual_whales Most importantly: it’s no longer subject to the laws of Delaware
1
0
10
@dr_firstgrowth
David Reidy
8 months
@unusual_whales Hi can you tell Sawyer Merritt that $TSLA also has $23.5 billion in payables and accruals so net cash is like $5.6b down about $1.5b from last quarter? Prior to this they’ve posted 6 quarters of cash position growth…
4
1
12
@dr_firstgrowth
David Reidy
2 years
@unusual_whales This number is published net of an average “point”, which is .80%, meaning the real average interest rate is closer to 6.7%.
0
0
12
@dr_firstgrowth
David Reidy
7 months
@leadlagreport Today’s WSJ Headline:
Tweet media one
1
0
13
@dr_firstgrowth
David Reidy
4 months
@CliffordAsness Cliff hear me out on this: @RobertKennedyJr and @JohnFetterman . No particular order. Don’t care who’s on the top or bottom of the ticket.
4
1
12
@dr_firstgrowth
David Reidy
1 year
@MrFamilyOffice Once arrived to a meeting with a aged non costal billionaire in a crisp blue shirt. His secretary led me into a conference room and opened a drawer to reveal a collection of new white brooks brothers Oxford shirts in various sizes, saying “Mr. X will be in in 5 minutes, he only
4
1
12
@dr_firstgrowth
David Reidy
1 year
@leadlagreport “Commodity price deflation” probably nothing.
0
0
12
@dr_firstgrowth
David Reidy
11 months
@spectatorindex Why aren’t they letting the people in Gaza into Egypt tho?
10
1
10
@dr_firstgrowth
David Reidy
1 year
@JaguarAnalytics Two years of China demand pulled into 1h ‘23 in anticipation of Biden curbing new chip export deals to China. NVDA hits a demand cliff this quarter
1
0
12
@dr_firstgrowth
David Reidy
4 months
@Pierre68433902 @RichardHanania There was also a shooting in the House during the run up to the civil war
3
0
12
@dr_firstgrowth
David Reidy
10 months
@hasidic_1 Idgaf about the @NYPDnews foolhattery. Seeing the דגל של המדינה flying in BP is a level of אחדות we’ve not seen in a long time!
1
2
10
@dr_firstgrowth
David Reidy
11 months
@arinohem Can’t even see a kippah!
0
0
10
@dr_firstgrowth
David Reidy
11 months
@TheBabylonBee Also doesn’t seem beyond the realm of possible anymore…
6
0
11
@dr_firstgrowth
David Reidy
6 months
@unusual_whales This is so bullish for fentanyl
0
0
10
@dr_firstgrowth
David Reidy
10 months
@antonioguterres the only way any of what you’re calling for happens is if Hamas disbands, which, ya know, they’re not gonna do.
3
1
10
@dr_firstgrowth
David Reidy
11 months
@4noura @POTUS Hmmm. Then EU now agrees with US intel showing it was a misfired rocket from Gaza that caused the fire at the hospital. Also death toll btw 10-50. Care to update your followers on this?
3
1
11
@dr_firstgrowth
David Reidy
5 months
@Ritholtz Seems pretty simple: price crash revealed SBF was committing fraud at a massive scale. Price recovery helped the bankruptcy estate recover an amount roughly = to investor/creditor losses. 100% recovery doesn’t mean fraud didn’t happen.
0
1
10
@dr_firstgrowth
David Reidy
9 months
@dieworkwear No, most don’t.
0
1
10
@dr_firstgrowth
David Reidy
1 year
@unusual_whales To be fair, he says the same thing every fall.
1
0
10
@dr_firstgrowth
David Reidy
2 years
@litcapital This is the guy who blew up the Swedish market today
0
0
7
@dr_firstgrowth
David Reidy
9 months
@Aizenberg55 @UNRWA schools clearly not teaching math.
0
0
8
@dr_firstgrowth
David Reidy
2 years
@leadlagreport Michael—you’re brilliant. I read your reports daily. However I disagree. Powell said in May that he hopes markets and expectations will do some of the FOMC’s job for it. The signaling has been consistent and unless you’re a hermit, Friday’s CPI print wasn’t a shock.
0
0
9