Bluegrass Capital @BluegrassCap

Student of business models. Player of infinite games. Lets build something together. Nashville / NYC Joined May 2014

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Bluegrass Capital @BluegrassCap

3 years ago

A generational talent here with outstanding analytical tools, communication ability, work ethic, patience, and empathy. My favorite beer when in NYC. Won't be on the market for long.

WTCM @WTCM3

3 years ago

I’m looking to join a new team (public equities); currently based in NYC but flexible. DMs open / wtcm2023 [at] gmail and thanks for the help.

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WTCM @WTCM3

3 years ago

I’m looking to join a new team (public equities); currently based in NYC but flexible. DMs open / wtcm2023 [at] gmail and thanks for the help.

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Bluegrass Capital @BluegrassCap

3 years ago

@walktothecabin @ArdaCapital We all do. There is a season...

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Hanes Torbett @Tarheelbb

4 years ago

@CBSSports @Vol_Football UT President Randy Boyd regarding the goal posts

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moatsixcap @moatsixcap

4 years ago

@BluegrassCap The worst putt is better than the best chip

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Bluegrass Capital @BluegrassCap

4 years ago

@borrowed_ideas Share a lot of thoughts here on inflections and duration. I've learned that market has very hard time interpreting 2nd derivative of growth.

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Mostly Borrowed Ideas @borrowed_ideas

4 years ago

Market is mostly an extrapolation machine. Whatever that’s happening now is assumed to continue in a straight line. Market is generally right in direction but wrong in duration. I am part of the market. Whenever I bemoan the market, I’m also probably belittling part of myself.

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Bluegrass Capital @BluegrassCap

4 years ago

What are your most valuable lessons from January 2020 to now?

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Bluegrass Capital @BluegrassCap

4 years ago

@robertqking @DatuuNoon @GavinSBaker CPI report

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Bluegrass Capital @BluegrassCap

4 years ago

@u_plus_k @InvestmentTalkk @PythiaR @bizalmanac @S_curvecap @Cashflow_Cowboy @buccocapital @WTCM3

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Bluegrass Capital @BluegrassCap

4 years ago

@WTCM3 We read about culture all day as analysts but it's just as impt on the other side of the table

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WTCM @WTCM3

4 years ago

Clear competitive advantage(s) >> makes common measures/beliefs easier to create and use >> drives more transparency, learning, and adaptation. Which companies have 'virtuous loop' of all three design principles?

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Bluegrass Capital @BluegrassCap

4 years ago

@buccocapital @PythiaR @WTCM3 Today its very ad hominem + short term. But market environment has gotten incre more difficult (in defense of current fintwit). Fwiw WTCM & I have had some cocktails together, &both landed in shops we don't deserve to be at. I became a crossover investor & s/he became a Garpy PM.

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Bluegrass Capital @BluegrassCap

4 years ago

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Bluegrass Capital @BluegrassCap

4 years ago

"It's almost that he wants to make sure that we see him." There's more here than you see. Not just a double entendre. We will have fun with this in 20 years. Make money.