RiverRoadPartners @partners_road Twitter profile

Last Seen Profiles

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@ssk3345678

@theipavlu

RiverRoadPartners

@partners_road

2 years

@DyjuanTatro @JCAndersonNYC Cost to NYC taxpayers if he stays at Dyjuan Tatro’s house: $0 Perhaps you could lend him one of your snappy vests, too. Looking forward to hearing how this works out for all involved.

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RiverRoadPartners

@partners_road

2 years

@burblediver @ClownWorld_ They’re not really involved in society the way normal people are. They don’t have jobs or cars. They don’t go to museums or plays. They don’t vote. They watch TV & interact on social media and worship the Kardashians. It is an alternate universe where this behavior is accepted.

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@partners_road

10 months

The reasons why Schonfeld & Millennium are in talks over a strategic partnership are well laid out in today’s FT. The multi-manager model is at its apex (if not already peaked); the shakeout will have profound implications for the hedge fund industry as AUM seeks alternatives.

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@partners_road

1 month

Was at a hedge fund consumer dinner last week and a friend who tracks footwear for one of the MM’s mentioned the move in Asics of Japan. Was only loosely on my screen, unfortunately. Stock is up 714% over the last 5 years. Remarkable in such a competitive industry.

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@partners_road

17 days

Question: Thursday night in NYC. My wife and I sitting at a restaurant. Every table, inside and out, is filled with young women eating and drinking in groups. I am literally the only man here. Is this normal? Where are the guys? What are they doing? Serious question.

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RiverRoadPartners

@partners_road

2 years

@behindhomeplate @kirstenappleton As of today. When things went my way, we are a democracy. When they don’t go my way, we aren’t. Are you past the third grade in your thought process? I didn’t think so.

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RiverRoadPartners

@partners_road

5 months

I’ve been an investor in publicly-traded and privately-held semiconductor companies for over 20 years. I’ve never seen the kind of pleasure expressed by people when $NVDA is down on the day. That is not the sign of a top, folks. Have a great weekend.

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RiverRoadPartners

@partners_road

2 years

@NYMag The current First Kid is selling art at $500K per painting. Not important, though, right?

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RiverRoadPartners

@partners_road

2 months

According to Bill Ackman, Pershing has 2 new investments that they are not yet prepared to talk about. Anyone like to propose here what they think one or both are?

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@partners_road

3 years

@CityApologetics @RpsAgainstTrump That’s profiling. Something you are probably against in almost every other realm except for this one.

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RiverRoadPartners

@partners_road

2 years

@NYPDnews @NYPDTips That is attempted murder. Not assault. If you classify it as assault, & catch him, DA Bragg will reduce the charges so that he does not have to post bail, & he’ll be released onto the street to stab or rape or kill someone. Charge him with attempted murder, catch him, & jail him.

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RiverRoadPartners

@partners_road

1 year

Pershing Square Challenge at Columbia Business School last Thursday night. 5 student pitches (all longs): Ferguson, Insperity, Lithia, AirBNB and Planet Fitness. Lithia won (I’m short Lithia) and AirBNB came in second. Would have liked at least one short pitch.

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@partners_road

2 years

@AuronMacintyre Reminds me of all of the people in California and NYC who said they were moving to Canada or Europe if Trump was elected President. Exactly zero of those people moved. I predict the same number will terminate their Twitter accounts if Musk acquires the company.

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RiverRoadPartners

@partners_road

6 months

Very special conversation today at the Columbia Business School with Michael Mauboussin interviewing Ian McKinnon of Ziff Brothers and John Griffin of Blue Ridge. Rare that you’re hanging onto every word of a 1 hour conversation, but all of us in the room were captivated.

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RiverRoadPartners

@partners_road

2 years

@IamDavidShine @MichaelBensonn @gloryglorytott Sure, tough guy. Sure. In reality, you’d have soiled yourself.

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RiverRoadPartners

@partners_road

2 years

@BADGOP @greg_price11 TDS guy jumps in early. Not working again today, are you?

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RiverRoadPartners

@partners_road

3 years

@mziff06 @FreeBeacon Award for the least-informed tweet of the day. Across Twitter. Hard to be this clueless about the actual workings of the global economy, and how you actually get your “gifts.” The gift you need is the gift of knowledge.

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@partners_road

11 months

I bitch and moan about NYC because if you live here, that’s what you do. But damn, LaGuardia is now, finally, after 30 years of construction, the proper welcome for tourists and for those of us who call NYC home. Nice job.

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RiverRoadPartners

@partners_road

1 year

@espiers @GrantHinkle This should be a parody account. That it isn’t is evidence of pure delusion. Please - seek mental health counseling. And for your own sake, be prepared when waiting for/riding the subway - sounds like you aren’t because you don’t perceive risk. Those are the people that get hit

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RiverRoadPartners

@partners_road

3 years

@MichaelPSenger Beatings will be administered every hour until morale improves.

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RiverRoadPartners

@partners_road

1 year

@beethaniel @ShellenbergerMD @LondonBreed Defanged the police. Told them not to do their jobs. Told them they’d go to jail if they used excessive force against increasingly well-armed criminals. This is the result. Your take is garbage.

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@partners_road

2 years

@GusFink1 @ClownWorld_ Zero chance. They were asked nicely to leave, not required to pay or to clean up, and then a local TV station interviewed them as they left the store and amplified their propaganda. We not only tolerate these losers, we celebrate them. What a joke.

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@partners_road

3 years

@DLoesch This is why, just like Switzerland and Israel, every American should do 2 years of mandatory military service. To realize the country is about us collectively, not them individually.

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RiverRoadPartners

@partners_road

2 years

@subi3guy69 @ClownWorld_ 2 followers. One his parole officer. Take the hint, Andy.

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RiverRoadPartners

@partners_road

1 month

Interesting that Millennium is raising a multi-billion drawdown fund (and yes, I know it is because 20% of the last one expires at year end). Elliott used to raise these, too, after a good run when they were anticipating a market drawdown and wanted callable capital. A sign?

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RiverRoadPartners

@partners_road

11 months

@ValueIdeaLog @Rebrand_As_Y Met Seth Klarman when I was fresh out of school. Baupost ran about $300M at that time. He said “forget about investors missing the forest for the trees - today they’re so focused on the bark, they don’t even see the trees.” Today the pod guys focus on the insects on the bark.

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@partners_road

5 months

Every investor needs to read the transcript of a recent moderated conversation between financial historian Ed Chancellor and Howard Marks. Ed’s ability to ferret out areas of excess speculation/risk is remarkable.

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RiverRoadPartners

@partners_road

2 years

@SHEETBoxman @JakeCrain_ Hard to believe that they a) can read a sticker and b) can comprehend what it means. So…..no. Another explanation for this, please.

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RiverRoadPartners

@partners_road

2 years

@DefiantLs Never heard of this guy so looked him up. Saw tech CEO and was praying his company was public so I could short it. Guy with this kind of attitude must be a treat to work for/with and likely treats his customers in a similar manner. Nice call out, DL.

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RiverRoadPartners

@partners_road

2 years

@NYPDnews @NYPDTips That is attempted murder. Not assault. The more you minimize crimes like this, the more they happen. He is as clear as day on video, attempting to kill someone. Catch him, charge him appropriately, & send him away for 50 yrs. Put him in a cell w/ a guy 100 pounds heavier.

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RiverRoadPartners

@partners_road

2 years

@jogginsboy @Dustinpenner25 This is a parody account, right? Because your description of these “peace Officers” doesn’t really match up with the video, does it Stephen?

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RiverRoadPartners

@partners_road

3 months

Recently met w/ a # of food CEO’s. Interesting comment: $WMT is not culturally built to accept price increases from suppliers. During COVID they had to accept 6 separate rounds. Now that things have normalized, they’re hammering suppliers for rollbacks. Lgst retailer in world.

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RiverRoadPartners

@partners_road

3 years

@XStrategiesLLC @PressSec 2008? So he’s up to speed. Let’s move on (to things that he did in 2009). If there is a more asinine and pointless exercise then a Jen Psaki press conference, please point it out.

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RiverRoadPartners

@partners_road

19 days

The way long/short pairs in tech & consumer have absolutely decoupled in the last 2 weeks would seem to confirm my suspicions that a MM platform is selling off their positions/closing. Cannot find another explanation for the absolute carnage in these pod books, but open to ideas.

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RiverRoadPartners

@partners_road

11 months

Met with $INTC finance mgmt today for almost 2 hours. The idea that anyone is modeling that business correctly is laughable. The discussion on “margin stacking” causes the head to explode. They may crush numbers or miss massively but they don’t know which, and neither do you.

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RiverRoadPartners

@partners_road

1 year

@Ian_P_Smith @JackPosobiec According to Bloomberg, this particular train and its cargo would not have required trains outfitted with the new braking system. You would know that if you did some due diligence instead of being a political prat.

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RiverRoadPartners

@partners_road

3 years

@PeterMoskos @NYCMayor - you told several of my friends @ an elect eve dinner that you would bring safety/accountability in dealing w/ crime in NYC. How is this possible when the DA is doing the exact opposite? You need to loudly & publicly repudiate this policy and actively work against it.

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RiverRoadPartners

@partners_road

1 year

Bloomberg story on Loeb not shorting single stocks anymore because of meme investors. Sure, maybe. Or maybe the fact that you go through short sellers like water means you haven’t developed the process to do it well, consistently.

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RiverRoadPartners

@partners_road

11 months

Attended the Arm roadshow this week. The most interesting observation? Since when does a Goldman banker, standing to introduce the mgmt team, not have a tie on? Maybe reflective of the low banking fees the underwriters are getting for this IPO. Still, pretty surprising.

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@partners_road

3 years

@SohrabAhmari That is what you have done for “you” Sam. The real measure of your value to society is what you’ve done for others. Having not mentioned anything you’ve done for anyone else, I’d guess your real value lies close to zero. Log off.

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RiverRoadPartners

@partners_road

11 months

@NiceQuarterGuys Don’t apply at Blackstone. Friend who works there was in elevator one morn w/ a colleague who was tie-less. Steve Schwarzman gets in the elevator, says good morning, and they all get off on diff floors. Guy withoutthe tie gets a call from HR & that was his last day. True story.

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RiverRoadPartners

@partners_road

5 months

Any reinsurance experts out there? Had lunch yesterday with one of the real investment legends, and 2 of his favorite ideas are the reinsurers $RNR and $ACGL. I’ve always found the space too much of a “black box” to gain an edge on risks to their books, but open to reexamine.

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RiverRoadPartners

@partners_road

11 months

Spent time with $NVDA’s CFO today. A lot more skepticism in the room from other investors than I’d expected (thought the room would be filled w/ adulatory PM’s). Still feels like open-ended upside in the near-term (and cert priced for that, but sentiment surprised).

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RiverRoadPartners

@partners_road

5 months

@OliLondonTV @GrapefruitGals If only the University’s statement had concluded with: “You’re all expelled, your student visas have been revoked, and you’ll be on the first flight back to wherever you’re from. Have a nice day.”

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RiverRoadPartners

@partners_road

1 year

Stunned walking in NYC at how bad it looks. Cannot recall a time when NYC was this dirty, with large numbers of seriously mentally I’ll people living on the streets (and I’ve lived in NYC for a long time). The slide is real, and accelerating. How depressing.

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RiverRoadPartners

@partners_road

2 years

@JohnFetterman Can we get a glimpse of your parent’s mansion? The one you lived in well into your 40’s?

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@partners_road

1 year

@Akston_Capital Got tickets from IMAX IR to premiere (in NYC) of Hunger Games. Simons was inline behind me, outside, with a few grandchildren, waiting to go in. Smoking (of course). Theater employee walks up, tells him he can’t smoke. Knew his habit, figured sparks; he was gracious & put it out.

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RiverRoadPartners

@partners_road

2 years

@ZacBissonnette The Atlantic has become the central mouthpiece for those who truly desire a “Nanny State” to govern everyone’s activities, with no room for dissent. Articles are written with a certainty that there cannot possible be an opposing view to that of the writer.

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RiverRoadPartners

@partners_road

3 years

@BradleyRHaywood @michelletandler The comments to Brad are some of the best I’ve ever seen on Twitter. Brad hops into a conversation about a city he doesn’t live in with yet another tired “black and brown” message for all of the unenlightened and gets 100% torched by people actually living in SF.

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RiverRoadPartners

@partners_road

2 years

@ZacBissonnette Men “ordering women to smile?” I’ve lived in NYC for 25 years, and I literally have never seen a man order a woman to smile on any street in the city. Ever. Who writes this absurdity? Who didn’t edit this (after shaking their head)? The NYT gets more ridiculous by the day.

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RiverRoadPartners

@partners_road

3 years

@NYPDnews @NYPD45Pct @NY1 @CBSNewYork @NBCNewYork @fox5ny @ABC7NY @wpix @wcbs880 @1010WINS @News12BX According to our new DA Mr Bragg, this doesn’t qualify as a crime. The standards for what DOES constitute a crime are easy to understand - nothing at all is criminal activity.

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RiverRoadPartners

@partners_road

1 month

Hearing of one mid-size multistrat that may be winding down. CTA’s going through one of their worst 2-week drawdowns. Lots of RV strategies struggling badly in a time with such narrow market breadth.

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RiverRoadPartners

@partners_road

2 years

@NYPDnews @NYPDTips Pushing an 85-year old person, man or woman, to the ground can literally kill them. He should, when caught, be charged with attempted murder as well as robbery.

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RiverRoadPartners

@partners_road

3 years

@Bradorado1 @AngelaLMorabito @MCPS Oh yes - we cannot fail to take into account the precious health of the teachers. Except I overheard 2 teachers recently bitterly complain about going back to the classroom AS THEY WALKED INTO SOUL CYCLE TO DO AN IN-PERSON SPIN CLASS. So don’t give me this “teacher’s health” BS.

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RiverRoadPartners

@partners_road

4 months

@JRogrow My best analysts are true stock pickers. I don’t want them to be “industry experts” with tunnel vision. I want them to know which companies can make the most money for us on a risk-adjusted basis. We do the work together. We’re all analysts. Even me. Especially me.

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RiverRoadPartners

@partners_road

2 years

@thatjenmonroe @CathyYoung63 We’d be fine with it. As long as there wasn’t: 1) looting of every CVS and grocery store within 40 blocks, 2) looting of every Best Buy, 3) looting of every Target, 4) looting of any luxury store in the area, 5) looting of……you get the point.

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RiverRoadPartners

@partners_road

11 months

Walked all the old haunts in NYC today and found the city surprisingly clean, surprisingly safe, and full of activity. Had been working remotely most of the summer, and reading the apocalyptic stories of the city here, so a very pleasant resettling back in to NYC this weekend.

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RiverRoadPartners

@partners_road

2 years

@ThePirateQueen2 @thezackruzicka @ChristianWalk1r The TDS is strong with this one.

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@partners_road

2 years

@KathyHochul I literally cannot wait to vote for your opponent.

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RiverRoadPartners

@partners_road

3 years

@puppyeh1 Spoke tonight to one of the top oil/gas HF PM’s in the bus (&!there aren’t many left). 25 years - legendary track record. He said no one wants to give them money. All worried oil at a peak. I said the peak will be when your phone is ringing off the hook & they throw $ at you.

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@partners_road

2 years

@safetylawyer1 @NYMag “Everyone I know” = your cat.

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@partners_road

2 years

@playbookdc I’m sure Biden has this firmly under control, just as he has executed flawlessly on all the initiatives he’s worked on since becoming President. I couldn’t be more confident in the capabilities of this man to co front and defeat every important issue we face.

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@partners_road

3 years

@SoFloBri @jessesingal Public company? Symbol? Because I’m always looking to short companies with a highly dysfunctional culture, where employees hate each other for no good reason (political ideology is not a good reason) and the focus is not on business.

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RiverRoadPartners

@partners_road

5 months

@StockSavvyShay Will be tuning in for updates, as these all look like incredibly compelling shorts to me. Come the unwind, most of these stocks will be down 85%+.

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RiverRoadPartners

@partners_road

2 years

@JCAndersonNYC @DonutShorts Every single day it gets more and more difficult to justify staying in NYC. The day is fast approaching - with enormous regret - that I move my firm, with scores of high-paying jobs, to a more ideologically-balanced state that encourages business. All due to idiots like this.

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RiverRoadPartners

@partners_road

2 years

@kimbustion @jonst0kes Quick on the trigger when forced to think. Not a particularly appealing look.

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RiverRoadPartners

@partners_road

7 months

@MazenMahdi @toddrichman Many have called their representatives and told them to support Israel until there is not a single Hamas fighter left alive and not a single usable tunnel. And if that is where their tax dollars are going, they’re happy with that.

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RiverRoadPartners

@partners_road

3 years

@HotDamnTamale @tribelaw Guess what. Just drove from Greenwich to NY City. Crossed a state line. No one stopped me and asked for my passport. I didn’t need a visa or anyone’s permission. This is the United States of America. This really shouldn’t be baffling, to anyone.

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@partners_road

3 years

@redsteeze Bloomberg’s best line: “I’ve never met a socialist with 3 homes.”

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@partners_road

11 months

@InnocenceCapit1 @NiceQuarterGuys I know. I asked my friend who told me the story just now. It was his belt. Schwarzman is a crocodile man and this guy was sporting an alligator belt. Cardinal offense.

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RiverRoadPartners

@partners_road

9 months

@qpac786 @StopAntisemites This take is as sharp as your “options trades.”

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@partners_road

1 year

@rweingarten @NYCMayor @GovRonDeSantis You commentating on anyone’s job performance is the greatest joke there is. No one has been more destructive in their occupation than you, Randi. It’s not even close. That your occupation is education makes it a tragic joke for those you could and should be elevating.

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@partners_road

2 years

@ShubertTeresa @MostlyPeacefull Let me correct this for you - they arrived on MV, the Island panicked, declared a humanitarian crisis over 50 migrants, and after a brief photo op and a few sandwiches, troops were called and the migrants were shipped out faster than shit through a goose.

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RiverRoadPartners

@partners_road

2 years

@TimRunsHisMouth Was that their goal? To improve black neighborhoods? They were burning down black neighborhoods. I think the goal was to take the donations and spend the funds on themselves. They were highly successful at doing that.

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RiverRoadPartners

@partners_road

1 year

@AP Come on. This story has already been shown to be a complete joke.

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RiverRoadPartners

@partners_road

1 year

@CAGR_Party I don’t fit the description, but have worked in hedge funds for 20+ years & I always tell my analysts that their job is to push me for 100% of the fund’s capital when there is tangible asymmetry in their sector & to be smart enough not to ask for itgive it back when there isn’t.

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RiverRoadPartners

@partners_road

1 year

@NYPDnews @NYPDTips Shooting someone is not assault. It is attempted murder. Period.

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@partners_road

2 years

@BlacklionCTA Feels literally nothing like Summer 2008. I know no middle-class people with 6 homes 45 miles from downtown Phoenix, or 5 homes 30 minutes south of the Las Vegas Strip. I don’t bump into Merrill CLO sales guys at the King Cole Bar who made $7M in cash bonuses last year.

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RiverRoadPartners

@partners_road

1 year

@BernieSanders Says someone who has never started a business, never met a payroll, never negotiated healthcare or employment contracts, never signed a lease. Actually, you’ve never been ON a payroll (a private sector one, that is). So excuse us if we’re going to ignore your contribution here.

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RiverRoadPartners

@partners_road

3 years

@EricRWeinstein Disagree - they don’t ever spend a minute thinking about flyover states. They think there is nothing (and no one) there worth any thought or consideration. The US is DC, a few Northeastern states, and California and the Pacific Northwest.

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RiverRoadPartners

@partners_road

11 months

A PM in Barron’s this weekend on $ONON: “I wouldn’t be overly concerned with valuation.” Ok, Lance. How about inventories? Is it ok to be concerned about those? Or excessive SKU counts driving over-distribution? Are you concerned about anything, Lance?

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RiverRoadPartners

@partners_road

2 years

@RoboSabs @EM_RESUS Circling the drain? I cannot imagine a more inhumane and disgusting reference to a person close to death. If you really use that term, you’re a pathetic disgrace.

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RiverRoadPartners

@partners_road

2 years

@JohnFetterman As your polling sinks, you’re cursing more in your tweets. Odd. Desperation? Frustration? Hoping to “relate “ so people don’t focus on the fact that your wealthy parents supported you financially well into your 40’s so you could support Bernie Sanders.

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@partners_road

3 years

@JonathanTurley This is what pure desperation to hold on to power looks like.

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RiverRoadPartners

@partners_road

2 years

@NeckarValue @DavidNovakOGO Tiger used to give their new analysts a 15 pg “handbook” w/ lessons they’d learned, etc. It was a great primer. Quotes from many inv legends. My favorite (appropriate today): “When you’re making $ you’re not as smart as you feel/When you’re losing $ you’re also not as stupid.”

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RiverRoadPartners

@partners_road

1 year

@Redistrict If so, Chicago is over. Decades ago, when Seattle was going through a depression, there was a billboard that said “Will the last person to leave Seattle please turn out the lights?” That is Chicago over the next 12-18 months.

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@partners_road

3 years

@markminervini Have worked on Wall St for 25 years. Have met many great people, and a larger number of fools. The most successful I’ve met would a) never not know what they own and b) never post a picture of them in a car like the one you have. How sad that you consider your tweet “success”

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RiverRoadPartners

@partners_road

2 years

@CathyYoung63 While agree that any compare to NG is way overdone, what Trudeau is doing is worthy of serious condemnation. He is “de-humanizing” a group of his own countrymen to the “majority”, thereby making extra-judicial persecution & even violence “acceptable.” A very dangerous slope.

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RiverRoadPartners

@partners_road

2 years

@JamieMazur2 CVNA didn’t destroy the fund. Julian Robertson was asked why fund managers blow up. He replied it is -always 1 or more of: excessive leverage, excessive concentration, or they’ve blown up before. As a fund manager, I rigorously protect against the first two.

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RiverRoadPartners

@partners_road

1 year

@gilbert @NeckarValue That is not the definition of a strong brand. If you asked 80% of Americans what Tupperware was, they would know the name, know the product, and many would have one of their products in their kitchen. The stock is down 97.5% over the past 5 yrs in spite of their brand “strength.”

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RiverRoadPartners

@partners_road

11 months

@gatorcapital During the farm crisis, 1st Interstate of Iowa (a superb bank) got mauled by the mkt. A big Boston firm bought 9% of it. When the bk mgmt went to Boston, a PM came in, slammed his fist on the table & said “When are you going to pay a dividend!?” CEO said “we have; for 40 yrs.”

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RiverRoadPartners

@partners_road

2 years

@JohnFetterman Is that your Dad’s Range Rover?

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RiverRoadPartners

@partners_road

10 months

@bucketshopcap I like Chris a lot. I found Kevin completely insufferable. His arrogance is not to be believed, and is surprising given the significant number of wrong calls he’s made. They had a handful of sharp analysts. Chris doesn’t need to work, and won’t, but Baly is taking the wrong guy.

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RiverRoadPartners

@partners_road

2 years

@txsalth2o @michelletandler I guess it’s “ask me anything except that question”

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RiverRoadPartners

@partners_road

10 months

@FundamentEdge FT details that the issue is the pass-through model. When assets leave, it is hard to reduce costs (largely fixed), so the remaining LP’s foot a far heftier % of the pass-through bill (hurting returns & forcing more redempts). A vicious spiral; forces LP’s to be 1st to redeem.

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27

RiverRoadPartners

@partners_road

1 year

@MrAndyNgo Le Pen and his party are going to make massive political gains.

5

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23

RiverRoadPartners

@partners_road

2 years

@OurRev305 @aaronsibarium Nice pronouns. Renders literally anything you have to say, on any issue, moot and laughable.

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RiverRoadPartners

@partners_road

2 months

@rnovak1111 @Chadwick_Moore I take cabs in NYC all the time. Ask any cab driver and they’re all voting for Trump. And not because they necessarily like him; it is a pure “protest vote” against the damaging policies from the NY Democratic establishment that continue to degrade the quality of life in NY.

1

5

24

RiverRoadPartners

@partners_road

2 months

@ClosedFormJest I made 10x+ when he highlighted GGP in bankruptcy, and we got 3 pieces of paper (GGP, HHC, and RSE, two of which were acquired and one which still trades publicly). And I owned the Rouse debt and GGP sub debt as well, in large size. Why wouldn’t I care what he puts capital into?

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26

RiverRoadPartners

@partners_road

3 years

@MsManuel2U @mziff06 @FreeBeacon Another foolish post. We’re not talking about Pelotons. We’re talking about semiconductor and washing machines and building materials. Products that drive global and US GDP. Products that, when manufactured, sustain jobs and incomes. It’s so much bigger than Holiday presents.

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